TIPTREE INC. — Institutional Ownership

Which tracked institutions hold TIPT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

18
Funds holding
$74884267
Total value held
Buying
15 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $38880684 2169681 +133268 +6.54%
2 State Street Corp $9986278 557270 +32723 +6.24%
3 Morgan Stanley $7569161 422386 +146646 +53.18%
4 Jpmorgan Chase & Co $4563791 256105 +69277 +37.08%
5 Northern Trust Corp $4194732 234081 +36452 +18.44%
6 Goldman Sachs Group Inc $3693412 206106 -15902 -7.16%
7 Bank Of New York Mellon Corp $1846099 103019 +6015 +6.20%
8 Barclays Plc $933489 52092 -3221 -5.82%
9 Bank Of America Corp /De/ $853601 47634 +6263 +15.14%
10 Invesco Ltd. $767549 42832 +42832 NEW BUY
11 Sei Investments Co $655764 36594 -42097 -53.50%
12 Wells Fargo & Company/Mn $493492 27538 +11012 +66.63%
13 Citigroup Inc $247404 13806 +58 +0.42%
14 Ubs Group Ag $167444 9344 +9344 NEW BUY
15 Royal Bank Of Canada $24000 1370 +905 +194.62%
16 Pnc Financial Services Group, Inc. $5376 300 +132 +78.57%
17 Us Bancorp \De\ $1954 109 +83 +319.23%
18 Amalgamated Financial Corp. $37 2842 +2842 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.