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 2024
Institutional positions in Tiptree Inc. as of Mar 31, 2024. 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
- 110
- +13 vs. Q4 2023
- Shares held
- 14.4M
- +557.3K (+4.0%) vs. Q4 2023
- Total value
- $249.6M
- −$13.7M (−5.2%) vs. Q4 2023
- New holders
- 23
- 30 more added
- Sold out
- 10
- 40 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4 | $69 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $103 | 0.00% | +6 | New |
| Allworth Financial LP | 18 | $312 | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 64 | $1.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 79 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 126 | $2.18K | 0.00% | −2,000−94.1% | Reduced |
| CWM, LLC | 192 | $3.00K | 0.00% | −35−15.4% | Reduced |
| Advisor Group Holdings, Inc. | 400 | $6.91K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 466 | $8.00K | 0.00% | +466 | New |
| Amalgamated Bank | 818 | $14.0K | 0.00% | −1,643−66.8% | Reduced |
| GWM Advisors LLC | 907 | $15.7K | 0.00% | +907 | New |
| FMR LLC | 911 | $15.7K | 0.00% | +10+1.1% | Added |
| Metropolitan Life Insurance Co | 989 | $17.1K | 0.00% | −394−28.5% | Reduced |
| Great West Life Assurance Co | 1,182 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,518 | $26.2K | 0.00% | +31+2.1% | Added |
| Copeland Capital Management, LLC | 1,938 | $33.5K | 0.00% | +1,938 | New |
| Ameritas Investment Partners, Inc. | 2,311 | $39.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,697 | $63.9K | 0.00% | +3,697 | New |
| Lazard Asset Management LLC | 4,192 | $72.0K | 0.00% | −197−4.5% | Reduced |
| Citigroup Inc | 4,972 | $85.9K | 0.00% | +1,147+30.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $93.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,200 | $107.0K | 0.00% | −5,600−47.5% | Reduced |
| Simplex Trading, LLC | 6,264 | $108.0K | 0.00% | −30,115−82.8% | Reduced |
| SG Americas Securities, LLC | 6,402 | $111.0K | 0.00% | −5,427−45.9% | Reduced |
| Wells Fargo & Company | 8,108 | $140.1K | 0.00% | +1,053+14.9% | Added |
| New York State Common Retirement Fund | 8,707 | $150.5K | 0.00% | −18−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,880 | $156.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,040 | $173.5K | 0.01% | +10,040 | New |
| Campbell & CO Investment Adviser LLC | 10,107 | $174.6K | 0.02% | +10,107 | New |
| PDT Partners, LLC | 11,624 | $200.9K | 0.02% | +11,624 | New |
| American International Group, Inc. | 11,830 | $204.4K | 0.00% | −102−0.9% | Reduced |
| UBS Asset Management Americas Inc | 11,900 | $205.6K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,477 | $216.0K | 0.00% | +12,477 | New |
| BNP Paribas Arbitrage, SA | 12,652 | $218.6K | 0.00% | +2,576+25.6% | Added |
| MetLife Investment Management | 12,854 | $222.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,858 | $222.2K | 0.00% | +799+6.6% | Added |
| Jacobs Levy Equity Management, Inc | 14,161 | $244.7K | 0.00% | +14,161 | New |
| American Century Companies Inc | 14,171 | $244.9K | 0.00% | −1,284−8.3% | Reduced |
| State of Wisconsin Investment Board | 14,572 | $251.8K | 0.00% | +14,572 | New |
| HSBC Holdings PLC | 15,221 | $263.0K | 0.00% | +144+1.0% | Added |
| Oppenheimer Asset Management Inc. | 16,252 | $280.8K | 0.00% | +1,473+10.0% | Added |
| Wolverine Trading, LLC | 16,706 | $288.7K | 0.00% | +16,706 | New |
| Deerfield Management Company, L.P. (Series C) | 16,728 | $289.1K | 0.01% | +16,728 | New |
| Alliancebernstein L.P. | 16,960 | $293.1K | 0.00% | −550−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 17,911 | $309.5K | 0.00% | +5,332+42.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,271 | $315.7K | 0.00% | +18,271 | New |
| Raymond James & Associates | 18,325 | $316.7K | 0.00% | −52,252−74.0% | Reduced |
| Atria Wealth Solutions, Inc. | 19,380 | $334.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 20,083 | $347.0K | 0.00% | −54,715−73.2% | Reduced |
| New York Life Investment Management LLC | 21,276 | $367.6K | 0.00% | +21,276 | New |
| NFC Investments, LLC | 21,946 | $379.0K | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,068 | $381.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,231 | $384.2K | 0.00% | −1,016−4.4% | Reduced |
| Marshall Wace, LLP | 23,977 | $414.3K | 0.00% | +23,977 | New |
| Tectonic Advisors LLC | 24,647 | $425.9K | 0.03% | −1,547−5.9% | Reduced |
| Qube Research & Technologies Ltd | 25,739 | $444.8K | 0.00% | +13,530+110.8% | Added |
| Gsa Capital Partners LLP | 25,808 | $446.0K | 0.04% | +25,808 | New |
| Boston Partners | 26,784 | $462.8K | 0.00% | −10,648−28.4% | Reduced |
| UBS Group AG | 27,175 | $469.6K | 0.00% | −2,749−9.2% | Reduced |
| Teacher Retirement System of Texas | 29,358 | $507.0K | 0.00% | +13,868+89.5% | Added |
| Squarepoint Ops LLC | 30,040 | $519.1K | 0.00% | +30,040 | New |
| Raffles Associates LP | 30,801 | $532.2K | 0.62% | +741+2.5% | Added |
| HRT Financial LP | 35,261 | $609.0K | 0.00% | +35,261 | New |
| Rhumbline Advisers | 36,589 | $632.3K | 0.00% | +985+2.8% | Added |
| State of Wyoming | 36,711 | $634.4K | 0.11% | +8,700+31.1% | Added |
| Prospera Financial Services Inc | 38,547 | $666.1K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,337 | $680.0K | 0.00% | −26,963−40.7% | Reduced |
| Swiss National Bank | 43,523 | $752.1K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 43,680 | $754.8K | 0.03% | +31,770+266.8% | Added |
| Barclays PLC | 43,935 | $759.2K | 0.00% | −18,043−29.1% | Reduced |
| Credit Suisse AG | 45,266 | $782.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 45,269 | $782.2K | 0.00% | −1,245−2.7% | Reduced |
| Citadel Advisors LLC | 56,326 | $973.3K | 0.00% | +10,546+23.0% | Added |
| Two Sigma Investments, LP | 57,265 | $989.5K | 0.00% | −12,350−17.7% | Reduced |
| JPMorgan Chase & Co | 58,492 | $1.01M | 0.00% | +21,957+60.1% | Added |
| Martingale Asset Management L P | 60,474 | $1.04M | 0.02% | +22,257+58.2% | Added |
| Federated Hermes, Inc. | 61,899 | $1.07M | 0.00% | −497−0.8% | Reduced |
| Ancora Advisors, LLC | 62,765 | $1.08M | 0.02% | +8,969+16.7% | Added |
| Charles Schwab Investment Management Inc | 62,985 | $1.09M | 0.00% | −1,689−2.6% | Reduced |
| Two Sigma Advisers, LP | 64,200 | $1.11M | 0.00% | −2,800−4.2% | Reduced |
| Goldman Sachs Group Inc | 65,194 | $1.13M | 0.00% | −45,551−41.1% | Reduced |
| Royal Bank of Canada | 80,973 | $1.40M | 0.00% | −75,011−48.1% | Reduced |
| Morgan Stanley | 88,720 | $1.53M | 0.00% | −4,741−5.1% | Reduced |
| Prelude Capital Management, LLC | 88,851 | $1.54M | 0.11% | +88,851 | New |
| Jane Street Group, LLC | 97,289 | $1.68M | 0.00% | +97,289 | New |
| Invesco Ltd. | 100,523 | $1.74M | 0.00% | −175,886−63.6% | Reduced |
| Bank of New York Mellon Corp | 102,694 | $1.77M | 0.00% | −6,379−5.8% | Reduced |
| Nuveen Asset Management, LLC | 108,953 | $1.88M | 0.00% | −2,910−2.6% | Reduced |
| Hodges Capital Management Inc. | 123,055 | $2.13M | 0.14% | −17,635−12.5% | Reduced |
| Russell Investments Group, Ltd. | 128,680 | $2.22M | 0.00% | −51,780−28.7% | Reduced |
| Millennium Management LLC | 129,473 | $2.24M | 0.00% | +111,095+604.5% | Added |
| Empowered Funds, LLC | 155,893 | $2.69M | 0.05% | +11,725+8.1% | Added |
| Kennedy Capital Management, Inc. | 156,356 | $2.70M | 0.06% | +131,871+538.6% | Added |
| Franklin Resources Inc | 186,569 | $3.22M | 0.00% | −11,121−5.6% | Reduced |
| Steamboat Capital Partners, LLC | 198,313 | $3.43M | 1.18% | +198,313 | New |
| Northern Trust Corp | 204,511 | $3.53M | 0.00% | −8,710−4.1% | Reduced |
| Susquehanna International Group, LLP | 207,687 | $3.59M | 0.01% | +146,440+239.1% | Added |
| Hillsdale Investment Management Inc. | 226,577 | $3.92M | 0.31% | +17,700+8.5% | Added |
| Heartland Advisors Inc | 325,000 | $5.62M | 0.29% | −25,000−7.1% | Reduced |
| Bridgeway Capital Management, LLC | 333,093 | $5.76M | 0.12% | +11,725+3.6% | Added |