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, Q3 2024
Institutional positions in Tiptree Inc. as of Sep 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
- 117
- +4 vs. Q2 2024
- Shares held
- 14.6M
- +2.21M (+17.8%) vs. Q2 2024
- Total value
- $286.4M
- +$81.6M (+39.8%) vs. Q2 2024
- New holders
- 14
- 48 more added
- Sold out
- 10
- 33 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 10 | $0 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13 | $254 | 0.00% | −5−27.8% | Reduced |
| Rothschild Investment LLC | 15 | $294 | 0.00% | +5+50.0% | Added |
| Allworth Financial LP | 18 | $353 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 20 | $391 | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 28 | $548 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $1.00K | 0.00% | +23+56.1% | Added |
| Capital Performance Advisors LLP | 59 | $1.16K | 0.00% | +59 | New |
| EverSource Wealth Advisors, LLC | 64 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $1.53K | 0.00% | +78 | New |
| Signaturefd, LLC | 79 | $1.55K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $3.91K | 0.00% | −1,200−85.7% | Reduced |
| Harbor Capital Advisors, Inc. | 191 | $4.00K | 0.00% | +191 | New |
| Torno Capital, LLC | 228 | $4.46K | 0.01% | −1,172−83.7% | Reduced |
| STRS Ohio | 700 | $13.7K | 0.00% | −3,900−84.8% | Reduced |
| CWM, LLC | 743 | $15.0K | 0.00% | +385+107.5% | Added |
| Amalgamated Bank | 818 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,150 | $22.5K | 0.00% | −2,396−67.6% | Reduced |
| Great West Life Assurance Co | 1,182 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,220 | $23.9K | 0.00% | −124−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,245 | $43.9K | 0.00% | +651+40.8% | Added |
| Ameritas Investment Partners, Inc. | 2,311 | $45.2K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,864 | $56.0K | 0.00% | +2,864 | New |
| Lazard Asset Management LLC | 4,192 | $82.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,337 | $84.9K | 0.02% | +4,337 | New |
| FMR LLC | 4,449 | $87.1K | 0.00% | +1,339+43.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $105.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7,613 | $149.0K | 0.01% | +7,613 | New |
| New York State Common Retirement Fund | 8,715 | $170.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,301 | $201.6K | 0.00% | −359−3.4% | Reduced |
| Trexquant Investment LP | 10,586 | $207.2K | 0.00% | −12,390−53.9% | Reduced |
| Wells Fargo & Company | 10,684 | $209.1K | 0.00% | +310+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 10,919 | $213.7K | 0.00% | −3,242−22.9% | Reduced |
| Raymond James & Associates | 11,155 | $218.3K | 0.00% | +11,155 | New |
| SG Americas Securities, LLC | 12,541 | $245.0K | 0.00% | +6,223+98.5% | Added |
| Corebridge Financial, Inc. | 13,467 | $263.5K | 0.00% | −83−0.6% | Reduced |
| National Asset Management, Inc. | 14,000 | $268.5K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,757 | $269.2K | 0.00% | −5,627−29.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,823 | $270.5K | 0.00% | +2,434+21.4% | Added |
| MetLife Investment Management | 14,162 | $277.1K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 15,000 | $293.6K | 0.05% | −15,000−50.0% | Reduced |
| BBR Partners, LLC | 15,000 | $293.6K | 0.02% | +15,000 | New |
| Deutsche Bank AG | 17,013 | $332.9K | 0.00% | +4,403+34.9% | Added |
| Oppenheimer Asset Management Inc. | 17,185 | $336.3K | 0.00% | +1,314+8.3% | Added |
| ExodusPoint Capital Management, LP | 17,360 | $340.0K | 0.00% | +4,872+39.0% | Added |
| Atria Wealth Solutions, Inc. | 17,680 | $346.0K | 0.00% | +300+1.7% | Added |
| Alliancebernstein L.P. | 18,850 | $368.9K | 0.00% | −1,800−8.7% | Reduced |
| Man Group plc | 19,017 | $372.2K | 0.00% | +19,017 | New |
| Citigroup Inc | 19,325 | $378.2K | 0.00% | +12,879+199.8% | Added |
| Janus Henderson Group PLC | 19,404 | $379.6K | 0.00% | −344−1.7% | Reduced |
| PDT Partners, LLC | 19,431 | $380.3K | 0.03% | +5,413+38.6% | Added |
| HSBC Holdings PLC | 19,731 | $384.8K | 0.00% | +1,168+6.3% | Added |
| Envestnet Asset Management Inc | 19,825 | $388.0K | 0.00% | +19,825 | New |
| NFC Investments, LLC | 21,946 | $429.0K | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,265 | $435.7K | 0.00% | +197+0.9% | Added |
| Voya Investment Management LLC | 22,427 | $438.9K | 0.00% | +3,647+19.4% | Added |
| California State Teachers Retirement System | 22,699 | $444.2K | 0.00% | −710−3.0% | Reduced |
| Susquehanna International Group, LLP | 24,958 | $488.4K | 0.00% | +2,554+11.4% | Added |
| Tectonic Advisors LLC | 27,496 | $538.1K | 0.04% | +737+2.8% | Added |
| Citadel Advisors LLC | 28,692 | $561.5K | 0.00% | −13,277−31.6% | Reduced |
| Raffles Associates LP | 30,801 | $602.8K | 0.62% | 00.0% | Unchanged |
| UBS Group AG | 34,412 | $673.4K | 0.00% | +13,758+66.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,119 | $706.8K | 0.00% | +4,542+14.4% | Added |
| Rhumbline Advisers | 37,560 | $735.0K | 0.00% | −1,006−2.6% | Reduced |
| State of Wisconsin Investment Board | 38,236 | $748.3K | 0.00% | +5,300+16.1% | Added |
| Bank of America Corp | 38,453 | $752.5K | 0.00% | +10,254+36.4% | Added |
| Prospera Financial Services Inc | 38,547 | $754.4K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 39,725 | $777.0K | 0.00% | +12,408+45.4% | Added |
| State of Wyoming | 39,978 | $782.4K | 0.11% | −4,288−9.7% | Reduced |
| UBS Asset Management Americas Inc | 43,300 | $847.4K | 0.00% | −13,866−24.3% | Reduced |
| D. E. Shaw & Co., Inc. | 45,828 | $896.9K | 0.00% | +4,858+11.9% | Added |
| Swiss National Bank | 47,023 | $920.2K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 47,629 | $932.1K | 0.03% | +570+1.2% | Added |
| Invesco Ltd. | 52,749 | $1.03M | 0.00% | −31,428−37.3% | Reduced |
| Boston Partners | 52,813 | $1.03M | 0.00% | −4,340−7.6% | Reduced |
| BNP Paribas Arbitrage, SA | 54,445 | $1.07M | 0.00% | +91+0.2% | Added |
| Federated Hermes, Inc. | 54,978 | $1.08M | 0.00% | +276+0.5% | Added |
| AQR Capital Management LLC | 64,859 | $1.27M | 0.00% | +12,771+24.5% | Added |
| Qube Research & Technologies Ltd | 66,143 | $1.29M | 0.00% | +12,525+23.4% | Added |
| North Star Investment Management Corp. | 66,900 | $1.31M | 0.09% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 67,912 | $1.33M | 0.00% | −6,872−9.2% | Reduced |
| Barclays PLC | 72,745 | $1.42M | 0.00% | +30,985+74.2% | Added |
| First Trust Advisors LP | 74,929 | $1.47M | 0.00% | +74,929 | New |
| JPMorgan Chase & Co | 79,202 | $1.55M | 0.00% | +28,400+55.9% | Added |
| Gsa Capital Partners LLP | 84,854 | $1.66M | 0.13% | +3,383+4.2% | Added |
| Prelude Capital Management, LLC | 90,611 | $1.77M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 95,946 | $1.88M | 0.00% | −18,649−16.3% | Reduced |
| Ancora Advisors, LLC | 96,668 | $1.89M | 0.04% | +5,613+6.2% | Added |
| Steamboat Capital Partners, LLC | 97,976 | $1.92M | 0.60% | −2,024−2.0% | Reduced |
| Jane Street Group, LLC | 99,027 | $1.94M | 0.00% | −11,899−10.7% | Reduced |
| Royal Bank of Canada | 109,290 | $2.14M | 0.00% | +33,808+44.8% | Added |
| Two Sigma Advisers, LP | 111,300 | $2.18M | 0.01% | +2,000+1.8% | Added |
| Empowered Funds, LLC | 112,694 | $2.21M | 0.03% | −55,259−32.9% | Reduced |
| Russell Investments Group, Ltd. | 116,468 | $2.28M | 0.00% | −11,944−9.3% | Reduced |
| Goldman Sachs Group Inc | 121,650 | $2.38M | 0.00% | +41,452+51.7% | Added |
| Millennium Management LLC | 122,789 | $2.40M | 0.00% | −82,627−40.2% | Reduced |
| Hodges Capital Management Inc. | 124,584 | $2.44M | 0.16% | +1,529+1.2% | Added |
| Morgan Stanley | 127,792 | $2.50M | 0.00% | +40,833+47.0% | Added |
| Franklin Resources Inc | 134,479 | $2.69M | 0.00% | 00.0% | Unchanged |