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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, Q1 2022

Institutional positions in Tiptree Inc. as of Mar 31, 2022. 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
83
+1 vs. Q4 2021
Shares held
11.9M
−91.0K (−0.8%) vs. Q4 2021
Total value
$153.3M
−$12.8M (−7.7%) vs. Q4 2021
New holders
10
21 more added
Sold out
9
40 more reduced

Compare with Q4 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 holdersQ1 2022: 83 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 heldQ1 2022: $153.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q4 2021.

Institutions holding TIPT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank3$00.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC38$00.00%00.0%Unchanged
Signaturefd, LLC79$1.00K0.00%00.0%Unchanged
Glassman Wealth Services73$1.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd390$5.00K0.00%−387−49.8%Reduced
CWM, LLC500$6.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.670$9.00K0.00%−905−57.5%Reduced
State of Wyoming865$11.0K0.01%−4,771−84.7%Reduced
Steward Partners Investment Advisory, LLC964$12.0K0.00%+964New
Citigroup Inc1,011$13.0K0.00%−5,015−83.2%Reduced
Cutler Group LP1,048$13.0K0.00%+981+1,464.2%Added
Meeder Asset Management Inc1,037$13.0K0.00%+1,037New
Metropolitan Life Insurance Co1,511$19.4K0.00%−1,421−48.5%Reduced
Counterpoint Mutual Funds LLC1,646$21.0K0.02%+1,646New
Cubist Systematic Strategies, LLC1,683$22.0K0.00%−5,886−77.8%Reduced
Legal & General Group Plc1,815$23.0K0.00%00.0%Unchanged
New York State Teachers Retirement System2,100$27.0K0.00%+2,100New
Ameritas Investment Partners, Inc.2,311$30.0K0.00%00.0%Unchanged
Amalgamated Bank2,842$37.0K0.00%+2,842New
Amalgamated Financial Corp.2,842$37.0K0.00%+2,842New
Tower Research Capital LLC (TRC)2,959$38.0K0.00%+2,068+232.1%Added
Acadian Asset Management LLC3,500$44.0K0.00%+3,500New
Simplex Trading, LLC3,684$47.0K0.00%−5,223−58.6%Reduced
Lazard Asset Management LLC4,389$56.0K0.00%00.0%Unchanged
Dorsey Wright & Associates4,669$60.0K0.01%−630−11.9%Reduced
BNP Paribas Arbitrage, SA6,623$85.1K0.00%−4,862−42.3%Reduced
Denali Advisors LLC7,100$91.0K0.04%+3,300+86.8%Added
Wells Fargo & Company7,653$98.0K0.00%−5,378−41.3%Reduced
Manufacturers Life Insurance Company, The10,192$131.0K0.00%−2,789−21.5%Reduced
California State Teachers Retirement System10,185$131.0K0.00%−2,612−20.4%Reduced
O'Shaughnessy Asset Management, LLC10,258$132.0K0.00%+211+2.1%Added
JPMorgan Chase & Co11,020$142.0K0.00%−32,108−74.4%Reduced
Royal Bank of Canada11,443$148.0K0.00%+6,662+139.3%Added
American International Group, Inc.11,666$150.0K0.00%−821−6.6%Reduced
Alliancebernstein L.P.11,700$150.0K0.00%00.0%Unchanged
Morgan Stanley12,160$156.0K0.00%−4,256−25.9%Reduced
Deutsche Bank AG12,549$161.0K0.00%−1,520−10.8%Reduced
Prelude Capital Management, LLC12,500$161.0K0.01%+12,500New
MetLife Investment Management12,854$165.2K0.00%+4,543+54.7%Added
Parametric Portfolio Associates LLC13,053$168.0K0.00%+13,053New
State of Wisconsin Investment Board14,400$185.0K0.00%−8,100−36.0%Reduced
Two Sigma Advisers, LP14,500$186.0K0.00%−15,500−51.7%Reduced
New York State Common Retirement Fund15,818$203.0K0.00%+17+0.1%Added
Connor, Clark & Lunn Investment Management Ltd.15,947$205.0K0.00%−4,380−21.5%Reduced
Susquehanna International Group, LLP17,185$221.0K0.00%+3,146+22.4%Added
Advisory Services Network, LLC18,557$238.0K0.01%−596−3.1%Reduced
Millennium Management LLC20,073$258.0K0.00%−12,168−37.7%Reduced
D. E. Shaw & Co., Inc.22,460$288.0K0.00%−26,018−53.7%Reduced
Voya Investment Management LLC28,385$365.0K0.00%+1,007+3.7%Added
Rhumbline Advisers30,910$397.0K0.00%−3,748−10.8%Reduced
First Trust Advisors LP32,744$421.0K0.00%−1,901−5.5%Reduced
Voss Capital, LLC37,453$481.0K0.15%−128,456−77.4%Reduced
Prospera Financial Services Inc38,647$497.0K0.02%00.0%Unchanged
Invesco Ltd.43,147$554.0K0.00%+43,147New
Bank of America Corp53,097$682.0K0.00%−2,197−4.0%Reduced
Raymond James & Associates57,553$740.0K0.00%−4,695−7.5%Reduced
Charles Schwab Investment Management Inc60,225$774.0K0.00%+2,279+3.9%Added
AQR Capital Management LLC63,031$810.0K0.00%−11,526−15.5%Reduced
Citadel Advisors LLC80,499$1.03M0.00%−46,676−36.7%Reduced
Boston Partners93,497$1.20M0.00%−1,493−1.6%Reduced
Ancora Advisors, LLC94,223$1.21M0.03%+2,177+2.4%Added
Nuveen Asset Management, LLC108,346$1.42M0.00%−1,398−1.3%Reduced
Hodges Capital Management Inc.113,320$1.46M0.12%+8,500+8.1%Added
EAM Investors, LLC118,010$1.52M0.28%+1,546+1.3%Added
Renaissance Technologies LLC122,400$1.57M0.00%−17,900−12.8%Reduced
Group One Trading, L.P.127,721$1.64M0.04%+90,847+246.4%Added
Bank of New York Mellon Corp158,597$2.04M0.00%−6,838−4.1%Reduced
Point72 Asset Management, L.P.159,421$2.05M0.01%−65,100−29.0%Reduced
Northern Trust Corp191,452$2.46M0.00%−6,517−3.3%Reduced
Goldman Sachs Group Inc214,191$2.75M0.00%+58,237+37.3%Added
Cove Street Capital, LLC274,611$3.53M0.62%+105,591+62.5%Added
Russell Investments Group, Ltd.279,268$3.59M0.01%−20,001−6.7%Reduced
Cannell Capital LLC286,985$3.69M0.56%+225,030+363.2%Added
Hillsdale Investment Management Inc.290,400$3.73M0.24%−40,000−12.1%Reduced
Geode Capital Management, LLC391,289$5.03M0.00%+10,893+2.9%Added
State Street Corp410,372$5.27M0.00%−14,821−3.5%Reduced
FMR LLC512,022$6.58M0.00%−133,218−20.6%Reduced
TCW Group Inc556,554$7.15M0.07%00.0%Unchanged
Royce & Associates LP611,776$7.86M0.07%+222,453+57.1%Added
Bridgeway Capital Management, LLC735,400$9.45M0.18%00.0%Unchanged
Vanguard Group Inc1,038,433$13.3M0.00%+31,022+3.1%Added
BlackRock Inc.1,521,967$19.6M0.00%−29,503−1.9%Reduced
Dimensional Fund Advisors LP2,650,903$34.1M0.01%+14,251+0.5%Added
Caption Management, LLC0$00.00%−137,619−100.0%Sold out
Rock Creek Group, LP0$00.00%−75,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−30,699−100.0%Sold out
PEAK6 Investments LLC0$00.00%−15,950−100.0%Sold out
UBS Group AG0$00.00%−10,300−100.0%Sold out
Marshall Wace, LLP0$00.00%−9,261−100.0%Sold out
SG Americas Securities, LLC0$00.00%−8,489−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−589−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−143−100.0%Sold out