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 2024
Institutional positions in Tiptree Inc. as of Jun 30, 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
- 114
- +5 vs. Q1 2024
- Shares held
- 14.5M
- +147.8K (+1.0%) vs. Q1 2024
- Total value
- $239.9M
- −$8.91M (−3.6%) vs. Q1 2024
- New holders
- 23
- 47 more added
- Sold out
- 18
- 28 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $165 | 0.00% | +10 | New |
| Advisor Group Holdings, Inc. | 18 | $297 | 0.00% | −382−95.5% | Reduced |
| Allworth Financial LP | 18 | $317 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $462 | 0.00% | +28 | New |
| Covestor Ltd | 41 | $1.00K | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 64 | $1.26K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 79 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 158 | $2.60K | 0.00% | +158 | New |
| Innealta Capital, LLC | 228 | $3.76K | 0.00% | +228 | New |
| CWM, LLC | 358 | $6.00K | 0.00% | +166+86.5% | Added |
| Amalgamated Bank | 818 | $13.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,182 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,344 | $22.2K | 0.00% | +1,344 | New |
| Torno Capital, LLC | 1,400 | $23.1K | 0.00% | +1,400 | New |
| nVerses Capital, LLC | 1,400 | $23.1K | 0.01% | +1,400 | New |
| Steward Partners Investment Advisory, LLC | 1,594 | $26.3K | 0.00% | +76+5.0% | Added |
| EntryPoint Capital, LLC | 2,180 | $35.9K | 0.02% | +2,180 | New |
| Ameritas Investment Partners, Inc. | 2,311 | $38.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,427 | $40.0K | 0.00% | −1,270−34.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,897 | $47.8K | 0.00% | +2,897 | New |
| FMR LLC | 3,110 | $51.3K | 0.00% | +2,199+241.4% | Added |
| Tower Research Capital LLC (TRC) | 3,546 | $58.5K | 0.00% | +3,420+2,714.3% | Added |
| Lazard Asset Management LLC | 4,192 | $69.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,600 | $75.9K | 0.00% | −1,600−25.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $89.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,318 | $104.0K | 0.00% | −84−1.3% | Reduced |
| Citigroup Inc | 6,446 | $106.3K | 0.00% | +1,474+29.6% | Added |
| New York State Common Retirement Fund | 8,715 | $143.7K | 0.00% | +8+0.1% | Added |
| Wells Fargo & Company | 10,374 | $171.1K | 0.00% | +2,266+27.9% | Added |
| Manufacturers Life Insurance Company, The | 10,660 | $175.8K | 0.00% | +10,660 | New |
| Jump Financial, LLC | 11,000 | $181.4K | 0.00% | +11,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $187.8K | 0.00% | +11,389 | New |
| ExodusPoint Capital Management, LP | 12,488 | $206.0K | 0.00% | +11+0.1% | Added |
| Deutsche Bank AG | 12,610 | $207.9K | 0.00% | −248−1.9% | Reduced |
| Corebridge Financial, Inc. | 13,550 | $223.4K | 0.00% | +13,550 | New |
| National Asset Management, Inc. | 14,000 | $230.9K | 0.01% | +14,000 | New |
| PDT Partners, LLC | 14,018 | $231.2K | 0.02% | +2,394+20.6% | Added |
| Jacobs Levy Equity Management, Inc | 14,161 | $233.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 14,162 | $233.5K | 0.00% | +1,308+10.2% | Added |
| Oppenheimer Asset Management Inc. | 15,871 | $261.7K | 0.00% | −381−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 17,380 | $286.6K | 0.00% | −2,000−10.3% | Reduced |
| HSBC Holdings PLC | 18,563 | $301.8K | 0.00% | +3,342+22.0% | Added |
| Voya Investment Management LLC | 18,780 | $309.7K | 0.00% | +18,780 | New |
| Cubist Systematic Strategies, LLC | 19,384 | $319.6K | 0.01% | +19,384 | New |
| Janus Henderson Group PLC | 19,748 | $325.3K | 0.00% | +19,748 | New |
| Alliancebernstein L.P. | 20,650 | $340.5K | 0.00% | +3,690+21.8% | Added |
| UBS Group AG | 20,654 | $340.6K | 0.00% | −6,521−24.0% | Reduced |
| NFC Investments, LLC | 21,946 | $362.0K | 0.10% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,068 | $363.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,404 | $369.4K | 0.00% | −185,283−89.2% | Reduced |
| Trexquant Investment LP | 22,976 | $378.9K | 0.01% | +22,976 | New |
| California State Teachers Retirement System | 23,409 | $386.0K | 0.00% | +1,178+5.3% | Added |
| Tectonic Advisors LLC | 26,759 | $441.3K | 0.03% | +2,112+8.6% | Added |
| Teacher Retirement System of Texas | 27,317 | $450.0K | 0.00% | −2,041−7.0% | Reduced |
| Bank of America Corp | 28,199 | $465.0K | 0.00% | +8,116+40.4% | Added |
| Sanders Morris Harris LLC | 30,000 | $494.7K | 0.08% | +30,000 | New |
| Raffles Associates LP | 30,801 | $507.9K | 0.57% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 31,577 | $520.7K | 0.00% | +13,306+72.8% | Added |
| State of Wisconsin Investment Board | 32,936 | $543.1K | 0.00% | +18,364+126.0% | Added |
| Renaissance Technologies LLC | 36,600 | $603.5K | 0.00% | −2,737−7.0% | Reduced |
| Prospera Financial Services Inc | 38,547 | $635.6K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 38,566 | $635.9K | 0.00% | +1,977+5.4% | Added |
| Mercer Global Advisors Inc | 40,703 | $671.2K | 0.00% | +40,703 | New |
| D. E. Shaw & Co., Inc. | 40,970 | $675.6K | 0.00% | +23,059+128.7% | Added |
| Barclays PLC | 41,760 | $688.6K | 0.00% | −2,175−5.0% | Reduced |
| Citadel Advisors LLC | 41,969 | $692.1K | 0.00% | −14,357−25.5% | Reduced |
| State of Wyoming | 44,266 | $729.9K | 0.12% | +7,555+20.6% | Added |
| Swiss National Bank | 47,023 | $775.4K | 0.00% | +3,500+8.0% | Added |
| Algert Global LLC | 47,059 | $776.0K | 0.03% | +3,379+7.7% | Added |
| JPMorgan Chase & Co | 50,802 | $837.7K | 0.00% | −7,690−13.1% | Reduced |
| Marshall Wace, LLP | 51,312 | $846.1K | 0.00% | +27,335+114.0% | Added |
| AQR Capital Management LLC | 52,088 | $858.9K | 0.00% | +52,088 | New |
| Qube Research & Technologies Ltd | 53,618 | $884.2K | 0.00% | +27,879+108.3% | Added |
| BNP Paribas Arbitrage, SA | 54,354 | $896.3K | 0.00% | +41,702+329.6% | Added |
| Federated Hermes, Inc. | 54,702 | $902.0K | 0.00% | −7,197−11.6% | Reduced |
| Boston Partners | 57,153 | $942.5K | 0.00% | +30,369+113.4% | Added |
| UBS Asset Management Americas Inc | 57,166 | $942.7K | 0.00% | +45,266+380.4% | Added |
| Squarepoint Ops LLC | 60,814 | $1.00M | 0.00% | +30,774+102.4% | Added |
| North Star Investment Management Corp. | 66,900 | $1.10M | 0.08% | +66,900 | New |
| Charles Schwab Investment Management Inc | 68,984 | $1.14M | 0.00% | +5,999+9.5% | Added |
| Two Sigma Investments, LP | 74,784 | $1.23M | 0.00% | +17,519+30.6% | Added |
| Royal Bank of Canada | 75,482 | $1.25M | 0.00% | −5,491−6.8% | Reduced |
| Goldman Sachs Group Inc | 80,198 | $1.32M | 0.00% | +15,004+23.0% | Added |
| Gsa Capital Partners LLP | 81,471 | $1.34M | 0.09% | +55,663+215.7% | Added |
| Invesco Ltd. | 84,177 | $1.39M | 0.00% | −16,346−16.3% | Reduced |
| Morgan Stanley | 86,959 | $1.43M | 0.00% | −1,761−2.0% | Reduced |
| Prelude Capital Management, LLC | 90,611 | $1.49M | 0.13% | +1,760+2.0% | Added |
| Ancora Advisors, LLC | 91,055 | $1.50M | 0.04% | +28,290+45.1% | Added |
| Steamboat Capital Partners, LLC | 100,000 | $1.65M | 0.61% | −98,313−49.6% | Reduced |
| Two Sigma Advisers, LP | 109,300 | $1.80M | 0.00% | +45,100+70.2% | Added |
| Jane Street Group, LLC | 110,926 | $1.83M | 0.00% | +13,637+14.0% | Added |
| Bank of New York Mellon Corp | 114,595 | $1.89M | 0.00% | +11,901+11.6% | Added |
| Hodges Capital Management Inc. | 123,055 | $2.03M | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 128,412 | $2.12M | 0.00% | −268−0.2% | Reduced |
| Franklin Resources Inc | 134,479 | $2.22M | 0.00% | −52,090−27.9% | Reduced |
| Nuveen Asset Management, LLC | 165,533 | $2.73M | 0.00% | +56,580+51.9% | Added |
| Kennedy Capital Management, Inc. | 166,072 | $2.74M | 0.06% | +9,716+6.2% | Added |
| Empowered Funds, LLC | 167,953 | $2.77M | 0.05% | +12,060+7.7% | Added |
| Northern Trust Corp | 198,094 | $3.27M | 0.00% | −6,417−3.1% | Reduced |