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