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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,344 | $22.2K | 0.00% | +1,344 | New |
| Great West Life Assurance Co | 1,182 | $19.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 818 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 358 | $6.00K | 0.00% | +166+86.5% | Added |
| Innealta Capital, LLC | 228 | $3.76K | 0.00% | +228 | New |
| Quarry LP | 158 | $2.60K | 0.00% | +158 | New |
| Signaturefd, LLC | 79 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 64 | $1.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $1.00K | 0.00% | +41 | New |
| Lindbrook Capital, LLC | 28 | $462 | 0.00% | +28 | New |
| Allworth Financial LP | 18 | $317 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18 | $297 | 0.00% | −382−95.5% | Reduced |
| Rothschild Investment LLC | 10 | $165 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −60,474−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −45,269−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,261−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −21,276−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −18,325−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −16,728−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,706−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −14,171−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,830−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,107−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |