As of November 7, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Tiptree Inc. The largest reported stake is Barnes Michael Gene's, at 27.31%. 7 filings are on record since September 30, 2025 (Schedule 13D/A, March 12, 2026).
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Key facts
- · Reporting person: BlackRock, Inc. · Sole voting: 1,849,809 · Shared voting: 0 · Sole dispositive: 1,880,776 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-30
- · Holder: Barnes Michael Gene · Percent: 27.31% · SCHEDULE 13D/A
- · Holder: Veradace Partners LP · Percent: 5.1% · SCHEDULE 13D/A
- · Holder: Veradace Partners LP · Percent: 5% · SCHEDULE 13D
- · Holder: Dimensional Fund Advisors LP · Percent: 5.8% · SCHEDULE 13G/A
Tiptree Inc. has 7 Schedule 13D or 13G filings on record since 2025-09-30. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 27.31% | 10,439,197 | SCHEDULE 13D/A, 2026-03-12 | 2026-03-11 | |
| 8.97% | 3,392,420 | SCHEDULE 13D, 2025-09-30 | 2025-09-26 | |
| Dimensional Fund Advisors LP | 5.8% | 2,175,071 | SCHEDULE 13G/A, 2025-10-09 | 2025-09-30 |
| Veradace Partners LP | 5.1% | 1,910,770 | SCHEDULE 13D/A, 2025-11-17 | 2025-11-13 |
| BlackRock, Inc. | 5% | 1,880,776 | SCHEDULE 13G, 2026-07-30 | 2026-06-30 |
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More on Tiptree Inc. and the records around it.
Tiptree Inc. elsewhere on the record
- Acquisition May 2026
- Who owns it
Companies that share a holder
- Veradace Capital Management LLC also filed stake reports on 2 other companies: SOUNDTHINKING, INC. (Jan 2026)
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
- BlackRock, Inc. also filed stake reports on 1596 other companies: AvePoint, Inc. (Nov 2026), BIOMARIN PHARMACEUTICAL INC (Nov 2026), MSG RANGERS CORP (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,849,809 | 0 | 1,880,776 | 0 | SCHEDULE 13G, 2026-07-30 |
The latest filing identifies Tiptree Inc. by CUSIP 88822Q103 and gives its principal executive office as 660 STEAMBOAT ROAD, 2ND FLOOR, GREENWICH, CT 06830 (SCHEDULE 13G, 2026-07-30).
Purpose of Transaction (Item 4)
Inayatullah Arif
On September 26, 2025, Tiptree Inc. ("Tiptree"), entered into an Agreement and Plan of Merger (the "Merger Agreement") by and among Tiptree, DB Insurance Co., Ltd. ("Purchaser"), a subsidiary of Purchaser to be incorporated in Delaware following the date of the Merger Agreement and prior to the closing of the Merger (as defined below) in accordance with the terms of the Merger Agreement ("Merger Subsidiary") and The Fortegra Group, Inc. ("Fortegra"). Pursuant to the Merger Agreement and upon the terms and conditions set forth therein, at the effective time of the Merger (as defined below), Merger Subsidiary will be merged with and into Fortegra with Fortegra surviving the merger as a wholly owned subsidiary of Purchaser (the "Merger"). In connection with the Merger Agreement, Arif Inayatullah ("Mr. Inayatullah ") entered into a Voting and Support Agreement dated as of September 26, 2025 (the "Tiptree Voting Agreement"), with Purchaser, pursuant to which, subject to the terms and conditions set forth therein, Mr. Inayatullah has agreed, during the term of the Tiptree Voting Agreement, at a meeting of Tiptree stockholders called as contemplated by the Merger Agreement (the "Tiptree Stockholder Meeting") and at any other meeting of the stockholders of Tiptree, and in connection with any written consent of the stockholders of Tiptree, to the fullest extent that the shares beneficially owned by Mr. Inayatullah set forth on the applicable schedule of the Tiptree Voting Agreement …The first part of Item 4 of the SCHEDULE 13D filed 2025-09-30; the filing has the rest
Barnes Michael Gene
Item 4 is hereby amended and restated in its entirety with the following: Effective as of March 11, 2026, Michael Barnes entered into a trading plan (the "Trading Plan"), with Wells Fargo Advisors, LLC ("Broker"), pursuant to which Broker is authorized and directed to purchase on behalf of Michael Barnes a number of shares of Common Stock with an aggregate purchase price of up to $2,000,000, subject to satisfaction of certain conditions, including, among others, the trading price. A copy of the Trading Plan is being filed as an exhibit hereto and the foregoing description of the Trading Plan is not complete and is qualified in its entirety by reference to the Trading Plan, which is referenced as Exhibit 1 to this Schedule 13D/A.Item 4 of the SCHEDULE 13D/A filed 2026-03-12
Veradace Partners LP
Item 4 is hereby amended and supplemented by the addition of the following: On November 13, 2025, the Fund issued a press release (the "Press Release") with a presentation (the "Presentation") regarding its opposition to the Fortegra Transaction. The foregoing summary of the Press Release and Presentation is not complete and is qualified in its entirety by reference to the full text of the Press Release and Presentation, which are filed as Exhibits E and F to this statement, respectively, and are incorporated herein by reference. On November 16, 2025, the Fund submitted a letter to the SEC raising concerns with the disclosure in the Issuer's definitive proxy statement with respect to the Fortegra Transaction (the "SEC Letter"). The foregoing summary of the SEC Letter is not complete and is qualified in its entirety by reference to the full text of the SEC Letter, which is filed as Exhibit G to this statement and incorporated herein by reference. Certain of the Reporting Persons have also shared the materials referenced in this Item 4 with certain proxy advisory firms, including Institutional Shareholder Services Inc. and Glass, Lewis & Co., and have had and may continue to have discussions with them, with shareholders and with others regarding such materials and other matters related to the Fortegra Transaction or the Issuer.Item 4 of the SCHEDULE 13D/A filed 2025-11-17
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-30 | Inayatullah Arif | 8.97% | SCHEDULE 13D |
| 2025-09-30 | Barnes Michael Gene | 27.35% | SCHEDULE 13D |
| 2025-10-09 | Dimensional Fund Advisors LP | 5.8% | SCHEDULE 13G/A |
| 2025-11-12 | Veradace Partners LP | 5% | SCHEDULE 13D |
| 2025-11-17 | Veradace Partners LP | 5.1% | SCHEDULE 13D/A |
| 2026-03-12 | Barnes Michael Gene | 27.31% | SCHEDULE 13D/A |
| 2026-07-30 | BlackRock, Inc. | 5% | SCHEDULE 13G |
Questions about who owns Tiptree Inc.
Who owns Tiptree Inc.?
On this page, 5 holders' latest ownership filings report 5% or more of Tiptree Inc.: Barnes Michael Gene (27.31%, Schedule 13D/A, filed 2026-03-12), Inayatullah Arif (8.97%, Schedule 13D, filed 2025-09-30), Dimensional Fund Advisors LP (5.8%, Schedule 13G/A, filed 2025-10-09), Veradace Partners LP (5.1%, Schedule 13D/A, filed 2025-11-17) and BlackRock, Inc. (5%, Schedule 13G, filed 2026-07-30).
Who are the largest shareholders of Tiptree Inc.?
By the share each holder's latest filing reports, the largest holders of Tiptree Inc. on this page are Barnes Michael Gene (27.31%), Inayatullah Arif (8.97%) and Dimensional Fund Advisors LP (5.8%).
When did Barnes Michael Gene buy into Tiptree Inc.?
The filings give report dates, not purchase dates. The earliest filing from Barnes Michael Gene on this page is the Schedule 13D, filed 2025-09-30, reporting 27.35%; its latest, Schedule 13D/A filed 2026-03-12, reports 27.31%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Tiptree Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 31, 2025 | Acquired Fortegra | $1.65B | Acquisition | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.