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 2023
Institutional positions in Tiptree Inc. as of Mar 31, 2023. 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
- 96
- +11 vs. Q4 2022
- Shares held
- 13.1M
- +218.9K (+1.7%) vs. Q4 2022
- Total value
- $190.8M
- +$13.1M (+7.4%) vs. Q4 2022
- New holders
- 13
- 36 more added
- Sold out
- 2
- 29 more reduced
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 140 | $301.0M |
| Q1 2026 | 142 | $281.7M |
| Q4 2025 | 139 | $304.6M |
| Q3 2025 | 143 | $261.3M |
| Q2 2025 | 143 | $336.8M |
| Q1 2025 | 138 | $343.1M |
| Q4 2024 | 126 | $311.2M |
| Q3 2024 | 117 | $286.4M |
| Q2 2024 | 114 | $239.9M |
| Q1 2024 | 110 | $249.6M |
| Q4 2023 | 98 | $263.3M |
| Q3 2023 | 94 | $217.0M |
| Q2 2023 | 98 | $198.6M |
| Q1 2023 | 96 | $190.8M |
| Q4 2022 | 85 | $177.6M |
| Q3 2022 | 77 | $131.0M |
| Q2 2022 | 81 | $127.6M |
| Q1 2022 | 83 | $153.3M |
| Q4 2021 | 82 | $166.1M |
| Q3 2021 | 76 | $117.2M |
| Q2 2021 | 75 | $107.9M |
| Q1 2021 | 53 | $111.1M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,743,963 | $40.0M | 0.01% | +11,807+0.4% | Added |
| BlackRock Inc. | 1,630,875 | $23.8M | 0.00% | +35,211+2.2% | Added |
| Vanguard Group Inc | 1,093,825 | $15.9M | 0.00% | +25,350+2.4% | Added |
| Bridgeway Capital Management, LLC | 855,440 | $12.5M | 0.33% | −16,460−1.9% | Reduced |
| Royce & Associates LP | 667,188 | $9.72M | 0.10% | −19,100−2.8% | Reduced |
| Cannell Capital LLC | 628,397 | $9.16M | 1.77% | +33,363+5.6% | Added |
| State Street Corp | 452,232 | $6.59M | 0.00% | +38,514+9.3% | Added |
| TCW Group Inc | 450,651 | $6.57M | 0.08% | −49,000−9.8% | Reduced |
| Geode Capital Management, LLC | 450,290 | $6.56M | 0.00% | +14,745+3.4% | Added |
| Heartland Advisors Inc | 300,000 | $4.37M | 0.27% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 296,804 | $4.32M | 1.29% | −72,901−19.7% | Reduced |
| Point72 Asset Management, L.P. | 265,750 | $3.87M | 0.01% | −47,471−15.2% | Reduced |
| Russell Investments Group, Ltd. | 243,484 | $3.55M | 0.01% | −25,489−9.5% | Reduced |
| Hillsdale Investment Management Inc. | 224,647 | $3.27M | 0.28% | +200+0.1% | Added |
| Invesco Ltd. | 199,513 | $2.91M | 0.00% | +104,972+111.0% | Added |
| Northern Trust Corp | 197,280 | $2.87M | 0.00% | +3,748+1.9% | Added |
| Franklin Resources Inc | 173,618 | $2.53M | 0.00% | +71,900+70.7% | Added |
| Hodges Capital Management Inc. | 129,498 | $2.47M | 0.20% | −44,422−25.5% | Reduced |
| Bank of New York Mellon Corp | 144,034 | $2.10M | 0.00% | +90.0% | Added |
| Goldman Sachs Group Inc | 133,248 | $1.94M | 0.00% | +8,976+7.2% | Added |
| Millennium Management LLC | 112,976 | $1.65M | 0.00% | −24,498−17.8% | Reduced |
| EAM Investors, LLC | 100,668 | $1.47M | 0.29% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 80,672 | $1.18M | 0.00% | −6,898−7.9% | Reduced |
| Acadian Asset Management LLC | 76,707 | $1.12M | 0.00% | +76,707 | New |
| Boston Partners | 76,475 | $1.11M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 71,700 | $1.04M | 0.00% | +11,200+18.5% | Added |
| Two Sigma Investments, LP | 68,907 | $1.00M | 0.00% | +23,448+51.6% | Added |
| Raymond James & Associates | 66,753 | $972.6K | 0.00% | −9,995−13.0% | Reduced |
| Charles Schwab Investment Management Inc | 65,532 | $954.8K | 0.00% | +2,148+3.4% | Added |
| Federated Hermes, Inc. | 55,318 | $806.0K | 0.00% | +55,318 | New |
| Ancora Advisors, LLC | 53,951 | $786.1K | 0.02% | −31,318−36.7% | Reduced |
| Ameriprise Financial Inc | 51,450 | $749.6K | 0.00% | −42,667−45.3% | Reduced |
| Swiss National Bank | 47,023 | $685.1K | 0.00% | +47,023 | New |
| Morgan Stanley | 44,980 | $655.4K | 0.00% | +21,715+93.3% | Added |
| Susquehanna International Group, LLP | 40,516 | $590.3K | 0.00% | −8,417−17.2% | Reduced |
| Prospera Financial Services Inc | 38,647 | $563.1K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 38,636 | $563.0K | 0.00% | +2,171+6.0% | Added |
| Renaissance Technologies LLC | 38,600 | $562.0K | 0.00% | +10,800+38.8% | Added |
| Tectonic Advisors LLC | 33,975 | $495.0K | 0.07% | +3,658+12.1% | Added |
| California State Teachers Retirement System | 28,317 | $412.6K | 0.00% | +18,428+186.3% | Added |
| Royal Bank of Canada | 26,186 | $381.0K | 0.00% | −26,662−50.5% | Reduced |
| State of Tennessee, Treasury Department | 25,733 | $374.9K | 0.00% | +10,772+72.0% | Added |
| BNP Paribas Arbitrage, SA | 23,752 | $346.1K | 0.00% | +11,467+93.3% | Added |
| JPMorgan Chase & Co | 23,383 | $341.0K | 0.00% | +3,765+19.2% | Added |
| Alliancebernstein L.P. | 22,425 | $326.7K | 0.00% | +8,025+55.7% | Added |
| Advisory Services Network, LLC | 22,373 | $326.0K | 0.01% | −4,947−18.1% | Reduced |
| Trexquant Investment LP | 21,808 | $317.7K | 0.01% | −3,550−14.0% | Reduced |
| Bank of America Corp | 21,695 | $316.1K | 0.00% | −19,958−47.9% | Reduced |
| Citadel Advisors LLC | 21,669 | $315.7K | 0.00% | −52,718−70.9% | Reduced |
| NFC Investments, LLC | 20,746 | $302.0K | 0.11% | 00.0% | Unchanged |
| Barclays PLC | 18,764 | $273.4K | 0.00% | +12,112+182.1% | Added |
| Voss Capital, LLC | 18,515 | $269.8K | 0.03% | −6,485−25.9% | Reduced |
| Qube Research & Technologies Ltd | 17,940 | $261.4K | 0.00% | +17,940 | New |
| Squarepoint Ops LLC | 17,011 | $247.8K | 0.00% | +17,011 | New |
| Credit Suisse AG | 16,086 | $234.4K | 0.00% | +13,635+556.3% | Added |
| Martingale Asset Management L P | 15,847 | $230.9K | 0.00% | +15,847 | New |
| New York State Common Retirement Fund | 15,822 | $230.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,155 | $220.8K | 0.00% | +4,762+45.8% | Added |
| Oppenheimer Asset Management Inc. | 14,759 | $215.0K | 0.00% | −7,304−33.1% | Reduced |
| Almitas Capital LLC | 13,120 | $191.2K | 0.09% | −14,180−51.9% | Reduced |
| MetLife Investment Management | 12,854 | $187.3K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,628 | $184.0K | 0.01% | −8,558−40.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,215 | $178.0K | 0.03% | +12,215 | New |
| American International Group, Inc. | 11,955 | $174.2K | 0.00% | +238+2.0% | Added |
| UBS Asset Management Americas Inc | 11,900 | $173.4K | 0.00% | +11,900 | New |
| Legal & General Group Plc | 11,748 | $171.2K | 0.00% | +9,345+388.9% | Added |
| STRS Ohio | 11,600 | $169.0K | 0.00% | +11,600 | New |
| SG Americas Securities, LLC | 11,332 | $165.0K | 0.00% | +2,852+33.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,880 | $158.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,141 | $147.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,081 | $146.9K | 0.00% | −4,271−29.8% | Reduced |
| Manufacturers Life Insurance Company, The | 10,066 | $146.7K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,200 | $134.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 7,412 | $108.0K | 0.03% | +1,910+34.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $78.7K | 0.00% | +5,399 | New |
| Wells Fargo & Company | 4,376 | $63.8K | 0.00% | +1,575+56.2% | Added |
| Lazard Asset Management LLC | 4,389 | $63.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,165 | $60.7K | 0.00% | −3,798−47.7% | Reduced |
| Amalgamated Bank | 2,509 | $37.0K | 0.00% | −605−19.4% | Reduced |
| Dorsey Wright & Associates | 2,419 | $35.2K | 0.01% | −270−10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $33.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,704 | $25.0K | 0.00% | +1,102+183.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,643 | $23.9K | 0.00% | +1,373+508.5% | Added |
| Metropolitan Life Insurance Co | 1,383 | $20.1K | 0.00% | −128−8.5% | Reduced |
| Great West Life Assurance Co | 1,182 | $17.0K | 0.00% | +1,182 | New |
| Steward Partners Investment Advisory, LLC | 1,074 | $15.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 904 | $13.2K | 0.00% | +177+24.3% | Added |
| CWM, LLC | 564 | $8.00K | 0.00% | −28−4.7% | Reduced |
| Citigroup Inc | 547 | $7.97K | 0.00% | +380+227.5% | Added |
| Advisor Group Holdings, Inc. | 400 | $5.83K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $1.46K | 0.00% | +100 | New |
| Signaturefd, LLC | 79 | $1.15K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 73 | $1.06K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 39 | $1.00K | 0.00% | −107−73.3% | Reduced |
| Parallel Advisors, LLC | 25 | $364 | 0.00% | +25 | New |
| Nisa Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,740−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |