Skip to main content

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 2022

Institutional positions in Tiptree Inc. as of Dec 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
85
+8 vs. Q3 2022
Shares held
12.8M
+658.5K (+5.4%) vs. Q3 2022
Total value
$177.6M
+$46.6M (+35.6%) vs. Q3 2022
New holders
13
32 more added
Sold out
5
25 more reduced

Compare with Q3 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 holdersQ4 2022: 85 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 2022: $177.6M
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 2022

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q3 2022.

Institutions holding TIPT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP2,732,156$37.8M0.01%+16,340+0.6%Added
BlackRock Inc.1,595,664$22.1M0.00%+89,206+5.9%Added
Vanguard Group Inc1,068,475$14.8M0.00%+4,561+0.4%Added
Bridgeway Capital Management, LLC871,900$12.1M0.31%+43,500+5.3%Added
Royce & Associates LP686,288$9.50M0.10%+38,928+6.0%Added
Cannell Capital LLC595,034$8.24M1.66%+170,533+40.2%Added
TCW Group Inc499,651$6.92M0.10%−1,900−0.4%Reduced
Geode Capital Management, LLC435,545$6.03M0.00%+17,550+4.2%Added
State Street Corp413,718$5.73M0.00%−3,639−0.9%Reduced
Cove Street Capital, LLC369,705$5.12M1.40%−15,446−4.0%Reduced
Point72 Asset Management, L.P.313,221$4.33M0.02%+40,200+14.7%Added
Heartland Advisors Inc300,000$4.15M0.26%00.0%Unchanged
Russell Investments Group, Ltd.268,973$3.72M0.01%−5,402−2.0%Reduced
Hillsdale Investment Management Inc.224,447$3.11M0.26%+217,695+3,224.2%Added
Northern Trust Corp193,532$2.68M0.00%−693−0.4%Reduced
Hodges Capital Management Inc.173,920$2.41M0.21%+105,240+153.2%Added
Bank of New York Mellon Corp144,025$1.99M0.00%+3,811+2.7%Added
Millennium Management LLC137,474$1.90M0.00%+44,656+48.1%Added
Goldman Sachs Group Inc124,272$1.72M0.00%−66,377−34.8%Reduced
Franklin Resources Inc101,718$1.41M0.00%00.0%Unchanged
EAM Investors, LLC100,668$1.39M0.29%+100,668New
Invesco Ltd.94,541$1.31M0.00%+44,439+88.7%Added
Ameriprise Financial Inc94,117$1.30M0.00%−1,111−1.2%Reduced
Nuveen Asset Management, LLC87,570$1.21M0.00%−12,572−12.6%Reduced
Ancora Advisors, LLC85,269$1.18M0.03%−8,954−9.5%Reduced
Raymond James & Associates76,748$1.06M0.00%−5,496−6.7%Reduced
Boston Partners76,475$1.06M0.00%00.0%Unchanged
Citadel Advisors LLC74,387$1.03M0.00%+59,671+405.5%Added
Charles Schwab Investment Management Inc63,384$877.2K0.00%+1,378+2.2%Added
Two Sigma Advisers, LP60,500$837.3K0.00%+31,800+110.8%Added
Royal Bank of Canada52,848$732.0K0.00%+2,542+5.1%Added
Susquehanna International Group, LLP48,933$677.2K0.00%+10,497+27.3%Added
Two Sigma Investments, LP45,459$629.2K0.00%+45,459New
Bank of America Corp41,653$576.5K0.00%−1,125−2.6%Reduced
Prospera Financial Services Inc38,647$534.9K0.03%00.0%Unchanged
Rhumbline Advisers36,465$505.0K0.00%+907+2.6%Added
Tectonic Advisors LLC30,317$419.6K0.07%+30,317New
Renaissance Technologies LLC27,800$385.0K0.00%−15,500−35.8%Reduced
Advisory Services Network, LLC27,320$378.1K0.01%−446−1.6%Reduced
Almitas Capital LLC27,300$377.8K0.17%00.0%Unchanged
Trexquant Investment LP25,358$351.0K0.01%+4,870+23.8%Added
Voss Capital, LLC25,000$346.0K0.07%+1,800+7.8%Added
Morgan Stanley23,265$322.0K0.00%+6,950+42.6%Added
Oppenheimer Asset Management Inc.22,063$305.4K0.00%−440−2.0%Reduced
Quadrature Capital Ltd21,186$292.8K0.01%+21,186New
NFC Investments, LLC20,746$287.0K0.09%+20,746New
JPMorgan Chase & Co19,618$271.0K0.00%+6,083+44.9%Added
Jump Financial, LLC16,740$231.7K0.01%+16,740New
New York State Common Retirement Fund15,822$219.0K0.00%−20.0%Reduced
State of Tennessee, Treasury Department14,961$207.0K0.00%+14,961New
Alliancebernstein L.P.14,400$199.3K0.00%+1,200+9.1%Added
UBS Group AG14,352$198.6K0.00%+14,352New
MetLife Investment Management12,854$177.9K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA12,285$170.0K0.00%+682+5.9%Added
American International Group, Inc.11,717$162.2K0.00%−43−0.4%Reduced
Mirae Asset Global Investments Co., Ltd.10,880$150.6K0.00%+10,880New
Deutsche Bank AG10,393$143.8K0.00%+1,049+11.2%Added
HRT Financial LP10,231$141.0K0.00%+10,231New
Voya Investment Management LLC10,141$140.4K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The10,066$139.3K0.00%−381−3.6%Reduced
California State Teachers Retirement System9,889$136.9K0.00%+112+1.1%Added
Denali Advisors LLC9,200$127.3K0.05%00.0%Unchanged
SG Americas Securities, LLC8,480$117.0K0.00%+8,480New
Cubist Systematic Strategies, LLC7,963$110.2K0.00%+2,942+58.6%Added
Barclays PLC6,652$92.1K0.00%+5,602+533.5%Added
State of Wyoming5,502$76.1K0.03%+2,326+73.2%Added
Lazard Asset Management LLC4,389$60.0K0.00%00.0%Unchanged
Amalgamated Bank3,114$43.0K0.00%00.0%Unchanged
Wells Fargo & Company2,801$38.8K0.00%−37−1.3%Reduced
Dorsey Wright & Associates2,689$37.2K0.01%+2,689New
Ameritas Investment Partners, Inc.2,311$34.0K0.00%00.0%Unchanged
Credit Suisse AG2,451$33.9K0.00%−1,803−42.4%Reduced
Legal & General Group Plc2,403$33.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,511$20.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,074$14.9K0.00%+110+11.4%Added
FMR LLC727$10.1K0.00%−460,336−99.8%Reduced
Tower Research Capital LLC (TRC)602$8.00K0.00%−2,616−81.3%Reduced
CWM, LLC592$8.00K0.00%+92+18.4%Added
Advisor Group Holdings, Inc.400$6.00K0.00%−128−24.2%Reduced
Allspring Global Investments Holdings, LLC270$3.74K0.00%−6−2.2%Reduced
Citigroup Inc167$2.31K0.00%−208−55.5%Reduced
Covestor Ltd146$2.00K0.00%−85−36.8%Reduced
Signaturefd, LLC79$1.09K0.00%00.0%Unchanged
Glassman Wealth Services73$1.01K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC4$00.00%+4New
Simplex Trading, LLC0$00.00%−5,515−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,693−100.0%Sold out
Cutler Group LP0$00.00%−416−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−98−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−37−100.0%Sold out