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, Q2 2023
Institutional positions in Tiptree Inc. as of Jun 30, 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
- 98
- +2 vs. Q1 2023
- Shares held
- 13.2M
- +137.9K (+1.1%) vs. Q1 2023
- Total value
- $198.6M
- +$7.82M (+4.1%) vs. Q1 2023
- New holders
- 10
- 41 more added
- Sold out
- 8
- 27 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 64 | $1.00K | 0.00% | −500−88.7% | Reduced |
| Glassman Wealth Services | 73 | $1.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $1.10K | 0.00% | +73 | New |
| Cubist Systematic Strategies, LLC | 75 | $1.13K | 0.00% | −4,090−98.2% | Reduced |
| Signaturefd, LLC | 79 | $1.19K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 336 | $5.04K | 0.00% | +336 | New |
| Advisor Group Holdings, Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 791 | $11.9K | 0.00% | −113−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,074 | $16.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,182 | $18.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,383 | $20.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,423 | $21.4K | 0.00% | −281−16.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,846 | $27.7K | 0.00% | +203+12.4% | Added |
| Ameritas Investment Partners, Inc. | 2,311 | $34.7K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,526 | $37.9K | 0.01% | +107+4.4% | Added |
| Amalgamated Bank | 2,705 | $41.0K | 0.00% | +196+7.8% | Added |
| Lazard Asset Management LLC | 4,389 | $65.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $81.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6,800 | $102.0K | 0.02% | +6,800 | New |
| Citigroup Inc | 7,721 | $115.9K | 0.00% | +7,174+1,311.5% | Added |
| New York State Common Retirement Fund | 8,708 | $130.7K | 0.00% | −7,114−45.0% | Reduced |
| Wells Fargo & Company | 9,364 | $140.6K | 0.00% | +4,988+114.0% | Added |
| BNP Paribas Arbitrage, SA | 9,417 | $141.3K | 0.00% | −14,335−60.4% | Reduced |
| Manufacturers Life Insurance Company, The | 10,039 | $150.7K | 0.00% | −27−0.3% | Reduced |
| Deutsche Bank AG | 10,070 | $151.2K | 0.00% | −5,085−33.6% | Reduced |
| Susquehanna International Group, LLP | 10,435 | $156.6K | 0.00% | −30,081−74.2% | Reduced |
| Bank of Montreal | 10,454 | $158.6K | 0.00% | +10,454 | New |
| Voya Investment Management LLC | 10,878 | $163.3K | 0.00% | +737+7.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,880 | $163.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,104 | $166.0K | 0.00% | +11,104 | New |
| State of Wyoming | 11,182 | $167.8K | 0.05% | +3,770+50.9% | Added |
| UBS Asset Management Americas Inc | 11,900 | $173.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,554 | $173.4K | 0.00% | −401−3.4% | Reduced |
| STRS Ohio | 12,600 | $189.0K | 0.00% | +1,000+8.6% | Added |
| MetLife Investment Management | 12,854 | $192.9K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 13,120 | $193.8K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,100 | $226.7K | 0.01% | −7,273−32.5% | Reduced |
| Martingale Asset Management L P | 16,248 | $243.9K | 0.00% | +401+2.5% | Added |
| UBS Group AG | 17,024 | $255.5K | 0.00% | +6,943+68.9% | Added |
| HSBC Holdings PLC | 17,332 | $260.7K | 0.00% | +17,332 | New |
| Qube Research & Technologies Ltd | 17,639 | $264.8K | 0.00% | −301−1.7% | Reduced |
| Alliancebernstein L.P. | 18,140 | $272.3K | 0.00% | −4,285−19.1% | Reduced |
| Oppenheimer Asset Management Inc. | 18,284 | $274.4K | 0.00% | +3,525+23.9% | Added |
| Legal & General Group Plc | 19,775 | $296.8K | 0.00% | +8,027+68.3% | Added |
| NFC Investments, LLC | 20,746 | $311.0K | 0.10% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,001 | $345.0K | 0.00% | +23,001 | New |
| Kennedy Capital Management, Inc. | 23,491 | $352.6K | 0.01% | +23,491 | New |
| Trexquant Investment LP | 24,203 | $363.3K | 0.01% | +2,395+11.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,428 | $366.7K | 0.07% | +12,213+100.0% | Added |
| JPMorgan Chase & Co | 25,375 | $380.9K | 0.00% | +1,992+8.5% | Added |
| Acadian Asset Management LLC | 26,853 | $402.0K | 0.00% | −49,854−65.0% | Reduced |
| California State Teachers Retirement System | 27,373 | $410.9K | 0.00% | −944−3.3% | Reduced |
| Credit Suisse AG | 33,510 | $503.0K | 0.00% | +17,424+108.3% | Added |
| Barclays PLC | 34,515 | $518.1K | 0.00% | +15,751+83.9% | Added |
| Rhumbline Advisers | 34,677 | $520.5K | 0.00% | −3,959−10.2% | Reduced |
| Millennium Management LLC | 34,924 | $524.2K | 0.00% | −78,052−69.1% | Reduced |
| Tectonic Advisors LLC | 35,055 | $526.2K | 0.06% | +1,080+3.2% | Added |
| Prospera Financial Services Inc | 38,547 | $578.6K | 0.02% | −100−0.3% | Reduced |
| Renaissance Technologies LLC | 38,700 | $581.0K | 0.00% | +100+0.3% | Added |
| Squarepoint Ops LLC | 39,452 | $592.2K | 0.00% | +22,441+131.9% | Added |
| Royal Bank of Canada | 41,950 | $629.0K | 0.00% | +15,764+60.2% | Added |
| Swiss National Bank | 47,023 | $705.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 48,069 | $721.5K | 0.00% | +26,374+121.6% | Added |
| Citadel Advisors LLC | 51,215 | $768.7K | 0.00% | +29,546+136.4% | Added |
| Ameriprise Financial Inc | 53,935 | $809.7K | 0.00% | +2,485+4.8% | Added |
| Ancora Advisors, LLC | 53,951 | $809.8K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 55,758 | $836.9K | 0.00% | +440+0.8% | Added |
| Raymond James & Associates | 59,958 | $900.0K | 0.00% | −6,795−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 64,520 | $968.4K | 0.00% | −1,012−1.5% | Reduced |
| Boston Partners | 76,475 | $1.15M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 79,964 | $1.20M | 0.00% | +34,984+77.8% | Added |
| Nuveen Asset Management, LLC | 103,027 | $1.55M | 0.00% | +22,355+27.7% | Added |
| Two Sigma Advisers, LP | 112,500 | $1.69M | 0.00% | +40,800+56.9% | Added |
| Two Sigma Investments, LP | 113,425 | $1.70M | 0.00% | +44,518+64.6% | Added |
| Empowered Funds, LLC | 120,456 | $1.81M | 0.06% | +120,456 | New |
| EA Series Trust | 120,456 | $1.81M | 0.06% | +120,456 | New |
| Bank of New York Mellon Corp | 133,191 | $2.00M | 0.00% | −10,843−7.5% | Reduced |
| Goldman Sachs Group Inc | 150,897 | $2.26M | 0.00% | +17,649+13.2% | Added |
| Hodges Capital Management Inc. | 155,230 | $2.92M | 0.17% | +25,732+19.9% | Added |
| Franklin Resources Inc | 197,690 | $2.97M | 0.00% | +24,072+13.9% | Added |
| Northern Trust Corp | 202,590 | $3.04M | 0.00% | +5,310+2.7% | Added |
| Invesco Ltd. | 225,309 | $3.38M | 0.00% | +25,796+12.9% | Added |
| Hillsdale Investment Management Inc. | 229,829 | $3.45M | 0.32% | +5,182+2.3% | Added |
| Russell Investments Group, Ltd. | 242,175 | $3.64M | 0.01% | −1,309−0.5% | Reduced |
| Point72 Asset Management, L.P. | 253,752 | $3.81M | 0.01% | −11,998−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 297,656 | $4.47M | 0.11% | −557,784−65.2% | Reduced |
| Cove Street Capital, LLC | 327,639 | $4.92M | 1.53% | +30,835+10.4% | Added |
| Heartland Advisors Inc | 350,000 | $5.25M | 0.30% | +50,000+16.7% | Added |
| Geode Capital Management, LLC | 443,074 | $6.65M | 0.00% | −7,216−1.6% | Reduced |
| TCW Group Inc | 450,651 | $6.76M | 0.08% | 00.0% | Unchanged |
| State Street Corp | 457,829 | $6.87M | 0.00% | +5,597+1.2% | Added |
| Royce & Associates LP | 643,688 | $9.66M | 0.09% | −23,500−3.5% | Reduced |
| Cannell Capital LLC | 754,555 | $11.3M | 2.26% | +126,158+20.1% | Added |
| Vanguard Group Inc | 1,098,775 | $16.5M | 0.00% | +4,950+0.5% | Added |
| BlackRock Inc. | 1,855,766 | $27.9M | 0.00% | +224,891+13.8% | Added |
| Dimensional Fund Advisors LP | 2,679,810 | $40.2M | 0.01% | −64,153−2.3% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −100,668−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −25,733−100.0% | Sold out |