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