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Ownership

Who owns Tiptree Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

BlackRock, Inc. July 30, 2026

BlackRock, Inc.: 5.0% · 1,880,776 shares

Barnes Michael Gene March 12, 2026

Barnes Michael Gene: 27.3% · 10,439,197 shares

3 more 5% stakes behind a free account

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Super investors holding TIPT

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Tiptree Inc they hold. Together these 190 managers report 52.29% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
DIMENSIONAL FUND ADVISORS LP $39.6M 2,212,124 0.01% 5.94% June 30, 2026
BlackRock, Inc. $38.9M 2,169,681 0.00% 5.83% June 30, 2026

188 more institutional holders behind a free account

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Funds holding TIPT

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 191 funds hold 20.73% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $12.7M 0.00% 1.90% June 30, 2026
iShares Russell 2000 ETF $10.2M 0.01% 1.62% March 31, 2026

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