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Tiptree Inc.

TIPT
Exchange
Nasdaq
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001393726

No open-market purchases or sales by Tiptree Inc. insiders were filed in the last 90 days; 140 institutions reported holding it in 13F filings for Q2 2026, worth $301.0M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Tiptree Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
82
+8 vs. Q3 2021
Shares held
12.0M
+472.0K (+4.1%) vs. Q3 2021
Total value
$166.1M
+$50.4M (+43.5%) vs. Q3 2021
New holders
18
30 more added
Sold out
10
29 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TIPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 82 institutions
Q1 2021: 53 institutionsQ2 2021: 75 institutionsQ3 2021: 76 institutionsQ4 2021: 82 institutionsQ1 2022: 83 institutionsQ2 2022: 81 institutionsQ3 2022: 77 institutionsQ4 2022: 85 institutionsQ1 2023: 96 institutionsQ2 2023: 98 institutionsQ3 2023: 94 institutionsQ4 2023: 98 institutionsQ1 2024: 110 institutionsQ2 2024: 114 institutionsQ3 2024: 117 institutionsQ4 2024: 126 institutionsQ1 2025: 138 institutionsQ2 2025: 143 institutionsQ3 2025: 143 institutionsQ4 2025: 139 institutionsQ1 2026: 142 institutionsQ2 2026: 140 institutions
Value heldQ4 2021: $166.1M
Q1 2021: $111.1MQ2 2021: $107.9MQ3 2021: $117.2MQ4 2021: $166.1MQ1 2022: $153.3MQ2 2022: $127.6MQ3 2022: $131.0MQ4 2022: $177.6MQ1 2023: $190.8MQ2 2023: $198.6MQ3 2023: $217.0MQ4 2023: $263.3MQ1 2024: $249.6MQ2 2024: $239.9MQ3 2024: $286.4MQ4 2024: $311.2MQ1 2025: $343.1MQ2 2025: $336.8MQ3 2025: $261.3MQ4 2025: $304.6MQ1 2026: $281.7MQ2 2026: $301.0M
Institutions holding TIPT and their total value by quarter
QuarterHoldersValue
Q2 2026140$301.0M
Q1 2026142$281.7M
Q4 2025139$304.6M
Q3 2025143$261.3M
Q2 2025143$336.8M
Q1 2025138$343.1M
Q4 2024126$311.2M
Q3 2024117$286.4M
Q2 2024114$239.9M
Q1 2024110$249.6M
Q4 202398$263.3M
Q3 202394$217.0M
Q2 202398$198.6M
Q1 202396$190.8M
Q4 202285$177.6M
Q3 202277$131.0M
Q2 202281$127.6M
Q1 202283$153.3M
Q4 202182$166.1M
Q3 202176$117.2M
Q2 202175$107.9M
Q1 202153$111.1M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q3 2021.

Institutions holding TIPT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP2,636,652$36.5M0.01%−51,499−1.9%Reduced
BlackRock Inc.1,551,470$21.5M0.00%+219,650+16.5%Added
Vanguard Group Inc1,007,411$13.9M0.00%+55,125+5.8%Added
Bridgeway Capital Management, LLC735,400$10.2M0.19%+97,700+15.3%Added
FMR LLC645,240$8.92M0.00%+644,972+240,661.2%Added
TCW Group Inc556,554$7.70M0.06%−13,800−2.4%Reduced
State Street Corp425,193$5.88M0.00%+4,668+1.1%Added
Royce & Associates LP389,323$5.38M0.04%+129,428+49.8%Added
Geode Capital Management, LLC380,396$5.26M0.00%+40,401+11.9%Added
Hillsdale Investment Management Inc.330,400$4.57M0.31%−62,700−16.0%Reduced
Russell Investments Group, Ltd.299,269$4.14M0.01%−116,207−28.0%Reduced
Point72 Asset Management, L.P.224,521$3.10M0.01%+224,521New
Northern Trust Corp197,969$2.74M0.00%+1,076+0.5%Added
Cove Street Capital, LLC169,020$2.34M0.41%−281,962−62.5%Reduced
Voss Capital, LLC165,909$2.29M0.71%+83,636+101.7%Added
Bank of New York Mellon Corp165,435$2.29M0.00%−1,019−0.6%Reduced
Goldman Sachs Group Inc155,954$2.16M0.00%−407,866−72.3%Reduced
Renaissance Technologies LLC140,300$1.94M0.00%−600−0.4%Reduced
Caption Management, LLC137,619$1.90M0.12%+137,619New
Citadel Advisors LLC127,175$1.76M0.00%+61,186+92.7%Added
EAM Investors, LLC116,464$1.61M0.26%+116,464New
Hodges Capital Management Inc.104,820$1.45M0.11%−2,700−2.5%Reduced
Nuveen Asset Management, LLC109,744$1.38M0.00%−7,852−6.7%Reduced
Boston Partners94,990$1.31M0.00%−50,546−34.7%Reduced
Ancora Advisors, LLC92,046$1.27M0.03%−57,635−38.5%Reduced
Rock Creek Group, LP75,000$1.04M0.15%+42,534+131.0%Added
AQR Capital Management LLC74,557$1.03M0.00%−23,160−23.7%Reduced
Raymond James & Associates62,248$861.0K0.00%−23,195−27.1%Reduced
Cannell Capital LLC61,955$857.0K0.14%+5,305+9.4%Added
Charles Schwab Investment Management Inc57,946$802.0K0.00%+2,245+4.0%Added
Bank of America Corp55,294$765.0K0.00%+4,178+8.2%Added
D. E. Shaw & Co., Inc.48,478$670.0K0.00%+48,478New
JPMorgan Chase & Co43,128$596.0K0.00%+14,169+48.9%Added
Prospera Financial Services Inc38,647$534.0K0.02%−20,000−34.1%Reduced
Group One Trading, L.P.36,874$510.0K0.01%+35,774+3,252.2%Added
Rhumbline Advisers34,658$479.0K0.00%+47+0.1%Added
First Trust Advisors LP34,645$479.0K0.00%+4,723+15.8%Added
Millennium Management LLC32,241$446.0K0.00%−3,762−10.4%Reduced
Two Sigma Investments, LP30,699$425.0K0.00%+8,606+39.0%Added
Two Sigma Advisers, LP30,000$415.0K0.00%+30,000New
Voya Investment Management LLC27,378$379.0K0.00%−1,263−4.4%Reduced
State of Wisconsin Investment Board22,500$311.0K0.00%−6,700−22.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.20,327$281.0K0.00%−17,377−46.1%Reduced
Advisory Services Network, LLC19,153$265.0K0.01%+19,153New
Morgan Stanley16,416$227.0K0.00%+627+4.0%Added
PEAK6 Investments LLC15,950$221.0K0.01%+15,950New
New York State Common Retirement Fund15,801$219.0K0.00%+21+0.1%Added
Deutsche Bank AG14,069$195.0K0.00%+750+5.6%Added
Susquehanna International Group, LLP14,039$194.0K0.00%−21,112−60.1%Reduced
Manufacturers Life Insurance Company, The12,981$180.0K0.00%+2,777+27.2%Added
Wells Fargo & Company13,031$180.0K0.00%+11,835+989.5%Added
California State Teachers Retirement System12,797$177.0K0.00%+539+4.4%Added
American International Group, Inc.12,487$173.0K0.00%−187−1.5%Reduced
Alliancebernstein L.P.11,700$162.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA11,485$158.8K0.00%+4,454+63.3%Added
UBS Group AG10,300$142.0K0.00%+9,700+1,616.7%Added
O'Shaughnessy Asset Management, LLC10,047$139.0K0.00%−1,692−14.4%Reduced
Marshall Wace, LLP9,261$128.0K0.00%−26,658−74.2%Reduced
Simplex Trading, LLC8,907$123.0K0.00%−34,384−79.4%Reduced
SG Americas Securities, LLC8,489$117.0K0.00%−7,854−48.1%Reduced
MetLife Investment Management8,311$114.9K0.00%+8,311New
Cubist Systematic Strategies, LLC7,569$105.0K0.00%+7,569New
Citigroup Inc6,026$83.0K0.00%+3,411+130.4%Added
State of Wyoming5,636$78.0K0.04%+5,636New
Dorsey Wright & Associates5,299$73.0K0.02%+720+15.7%Added
Royal Bank of Canada4,781$66.0K0.00%−35,612−88.2%Reduced
Lazard Asset Management LLC4,389$60.0K0.00%00.0%Unchanged
Denali Advisors LLC3,800$53.0K0.02%+3,800New
Metropolitan Life Insurance Co2,932$40.5K0.00%+2,932New
Ameritas Investment Partners, Inc.2,311$32.0K0.00%00.0%Unchanged
Legal & General Group Plc1,815$25.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,575$22.0K0.00%−10−0.6%Reduced
Tower Research Capital LLC (TRC)891$12.0K0.00%−3,589−80.1%Reduced
Point72 Hong Kong Ltd777$11.0K0.00%+777New
Confluence Wealth Services, Inc.589$8.00K0.00%+589New
CWM, LLC500$7.00K0.00%+500New
Glassman Wealth Services73$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.143$1.00K0.00%+46+47.4%Added
Signaturefd, LLC79$1.00K0.00%+79New
Cutler Group LP67$00.00%−31,304−99.8%Reduced
Toronto Dominion Bank3$00.00%+3New
Allspring Global Investments Holdings, LLC38$00.00%+38New
Arrowstreet Capital, Limited Partnership0$00.00%−98,041−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−78,800−100.0%Sold out
Clayton Partners LLC0$00.00%−63,667−100.0%Sold out
Clear Street Markets LLC0$00.00%−25,633−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−20,651−100.0%Sold out
Invesco Ltd.0$00.00%−16,735−100.0%Sold out
Belvedere Trading LLC0$00.00%−10,100−100.0%Sold out
Marathon Capital Management0$00.00%−13,500−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,291−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−93−100.0%Sold out
Adirondack Research & Management Inc.––––Not filed
Marshall Wace North America L.P.––––Not filed