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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, Q3 2022

Institutional positions in Tiptree Inc. as of Sep 30, 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
77
−3 vs. Q2 2022
Shares held
12.2M
+162.6K (+1.4%) vs. Q2 2022
Total value
$131.0M
+$3.44M (+2.7%) vs. Q2 2022
New holders
5
28 more added
Sold out
8
29 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 77 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 heldQ3 2022: $131.0M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q2 2022.

Institutions holding TIPT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Point72 Hong Kong Ltd37$00.00%+37New
Signaturefd, LLC79$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.98$1.00K0.00%−45−31.5%Reduced
Glassman Wealth Services73$1.00K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC276$2.00K0.00%−2−0.7%Reduced
Covestor Ltd231$2.00K0.00%+231New
Citigroup Inc375$4.00K0.00%−1,362−78.4%Reduced
Cutler Group LP416$4.00K0.00%−100−19.4%Reduced
CWM, LLC500$5.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.528$6.00K0.00%−142−21.2%Reduced
Steward Partners Investment Advisory, LLC964$10.0K0.00%00.0%Unchanged
Barclays PLC1,050$11.0K0.00%−145−12.1%Reduced
Metropolitan Life Insurance Co1,511$16.3K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,311$24.0K0.00%00.0%Unchanged
Legal & General Group Plc2,403$26.0K0.00%+418+21.1%Added
Wells Fargo & Company2,838$30.0K0.00%−253−8.2%Reduced
State of Wyoming3,176$34.0K0.02%−221−6.5%Reduced
Amalgamated Bank3,114$34.0K0.00%+109+3.6%Added
Tower Research Capital LLC (TRC)3,218$35.0K0.00%+1,640+103.9%Added
Credit Suisse AG4,254$46.0K0.00%+1,256+41.9%Added
Lazard Asset Management LLC4,389$47.0K0.00%00.0%Unchanged
Group One Trading, L.P.4,693$51.0K0.00%−4,238−47.5%Reduced
Cubist Systematic Strategies, LLC5,021$54.0K0.00%−903−15.2%Reduced
Simplex Trading, LLC5,515$59.0K0.00%−5,218−48.6%Reduced
Hillsdale Investment Management Inc.6,752$73.0K0.01%+6,752New
Denali Advisors LLC9,200$99.0K0.05%00.0%Unchanged
Deutsche Bank AG9,344$101.0K0.00%−1,593−14.6%Reduced
California State Teachers Retirement System9,777$105.0K0.00%−404−4.0%Reduced
Voya Investment Management LLC10,141$109.1K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The10,447$112.4K0.00%−350−3.2%Reduced
BNP Paribas Arbitrage, SA11,603$124.8K0.00%+5,666+95.4%Added
American International Group, Inc.11,760$127.0K0.00%+616+5.5%Added
MetLife Investment Management12,854$138.3K0.00%00.0%Unchanged
Alliancebernstein L.P.13,200$142.0K0.00%00.0%Unchanged
JPMorgan Chase & Co13,535$146.0K0.00%+805+6.3%Added
Citadel Advisors LLC14,716$158.0K0.00%−45,462−75.5%Reduced
New York State Common Retirement Fund15,824$170.0K0.00%+60+0.4%Added
Morgan Stanley16,315$175.0K0.00%−16,435−50.2%Reduced
Trexquant Investment LP20,488$220.0K0.01%−2,056−9.1%Reduced
Oppenheimer Asset Management Inc.22,503$242.0K0.00%−541−2.3%Reduced
Voss Capital, LLC23,200$250.0K0.07%+23,200New
Almitas Capital LLC27,300$294.0K0.22%00.0%Unchanged
Advisory Services Network, LLC27,766$299.0K0.01%+40.0%Added
Two Sigma Advisers, LP28,700$309.0K0.00%−1,000−3.4%Reduced
Rhumbline Advisers35,558$383.0K0.00%+2,500+7.6%Added
Susquehanna International Group, LLP38,436$414.0K0.00%+38,436New
Prospera Financial Services Inc38,647$416.0K0.02%00.0%Unchanged
Bank of America Corp42,778$460.0K0.00%+206+0.5%Added
Renaissance Technologies LLC43,300$466.0K0.00%−11,700−21.3%Reduced
Invesco Ltd.50,102$539.0K0.00%−18,283−26.7%Reduced
Royal Bank of Canada50,306$541.0K0.00%+172+0.3%Added
Charles Schwab Investment Management Inc62,006$668.0K0.00%+2,168+3.6%Added
Hodges Capital Management Inc.68,680$739.0K0.12%−48,840−41.6%Reduced
Boston Partners76,475$823.0K0.00%+841+1.1%Added
Raymond James & Associates82,244$885.0K0.00%+26,454+47.4%Added
Millennium Management LLC92,818$999.0K0.00%+47,384+104.3%Added
Ancora Advisors, LLC94,223$1.01M0.03%00.0%Unchanged
Ameriprise Financial Inc95,228$1.02M0.00%+13,448+16.4%Added
Nuveen Asset Management, LLC100,142$1.08M0.00%−13,256−11.7%Reduced
Franklin Resources Inc101,718$1.09M0.00%+83,818+468.3%Added
Bank of New York Mellon Corp140,214$1.51M0.00%−58,913−29.6%Reduced
Goldman Sachs Group Inc190,649$2.05M0.00%+952+0.5%Added
Northern Trust Corp194,225$2.09M0.00%+3,608+1.9%Added
Point72 Asset Management, L.P.273,021$2.94M0.01%+103,800+61.3%Added
Russell Investments Group, Ltd.274,375$2.95M0.01%+3,157+1.2%Added
Heartland Advisors Inc300,000$3.23M0.24%00.0%Unchanged
Cove Street Capital, LLC385,151$4.14M1.16%+55,553+16.9%Added
State Street Corp417,357$4.49M0.00%−251−0.1%Reduced
Geode Capital Management, LLC417,995$4.50M0.00%+3,729+0.9%Added
Cannell Capital LLC424,501$4.57M1.05%+175,025+70.2%Added
FMR LLC461,063$4.96M0.00%−51,074−10.0%Reduced
TCW Group Inc501,551$5.40M0.08%−53,700−9.7%Reduced
Royce & Associates LP647,360$6.97M0.08%−34,092−5.0%Reduced
Bridgeway Capital Management, LLC828,400$8.91M0.24%+49,000+6.3%Added
Vanguard Group Inc1,063,914$11.4M0.00%+22,412+2.2%Added
BlackRock Inc.1,506,458$16.2M0.00%−4,433−0.3%Reduced
Dimensional Fund Advisors LP2,715,816$29.2M0.01%+11,339+0.4%Added
AQR Capital Management LLC0$00.00%−44,240−100.0%Sold out
First Trust Advisors LP0$00.00%−32,807−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−23,184−100.0%Sold out
Two Sigma Investments, LP0$00.00%−15,158−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−10,800−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,833−100.0%Sold out
PEAK6 Investments LLC0$00.00%−10,083−100.0%Sold out
Captrust Financial Advisors0$00.00%−106−100.0%Sold out
Dorsey Wright & Associates––––Not filed