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, Q4 2024
Institutional positions in Tiptree Inc. as of Dec 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
- 126
- +10 vs. Q3 2024
- Shares held
- 14.9M
- +299.3K (+2.0%) vs. Q3 2024
- Total value
- $311.2M
- +$25.1M (+8.8%) vs. Q3 2024
- New holders
- 19
- 46 more added
- Sold out
- 9
- 39 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,500,716 | $52.2M | 0.01% | −14,039−0.6% | Reduced |
| BlackRock, Inc. | 2,379,251 | $49.6M | 0.00% | +209,414+9.7% | Added |
| Vanguard Group Inc | 1,263,302 | $26.4M | 0.00% | −18,641−1.5% | Reduced |
| Breach Inlet Capital Management, LLC | 711,536 | $14.8M | 10.51% | −85,635−10.7% | Reduced |
| Geode Capital Management, LLC | 555,833 | $11.6M | 0.00% | −4,072−0.7% | Reduced |
| Cannell Capital LLC | 544,619 | $11.4M | 2.33% | −212,796−28.1% | Reduced |
| Royce & Associates LP | 524,247 | $10.9M | 0.10% | +68,338+15.0% | Added |
| State Street Corp | 512,932 | $10.7M | 0.00% | +18,633+3.8% | Added |
| Heartland Advisors Inc | 325,000 | $6.78M | 0.37% | 00.0% | Unchanged |
| TCW Group Inc | 281,883 | $5.88M | 0.05% | −81,215−22.4% | Reduced |
| Kennedy Capital Management, Inc. | 273,014 | $5.70M | 0.13% | +97,078+55.2% | Added |
| Invesco Ltd. | 261,563 | $5.46M | 0.00% | +208,814+395.9% | Added |
| Bridgeway Capital Management, LLC | 253,413 | $5.29M | 0.12% | −36,481−12.6% | Reduced |
| Goldman Sachs Group Inc | 230,579 | $4.81M | 0.00% | +108,929+89.5% | Added |
| Northern Trust Corp | 226,469 | $4.72M | 0.00% | +19,773+9.6% | Added |
| Hillsdale Investment Management Inc. | 221,977 | $4.63M | 0.23% | +1,200+0.5% | Added |
| Nuveen Asset Management, LLC | 207,973 | $4.34M | 0.00% | +12,160+6.2% | Added |
| Charles Schwab Investment Management Inc | 184,823 | $3.86M | 0.00% | +1,271+0.7% | Added |
| Hodges Capital Management Inc. | 168,853 | $3.52M | 0.21% | +44,269+35.5% | Added |
| Susquehanna International Group, LLP | 159,492 | $3.33M | 0.00% | +134,534+539.0% | Added |
| Morgan Stanley | 158,540 | $3.31M | 0.00% | +30,748+24.1% | Added |
| JPMorgan Chase & Co | 139,797 | $2.92M | 0.00% | +60,595+76.5% | Added |
| Empowered Funds, LLC | 118,413 | $2.47M | 0.04% | +5,719+5.1% | Added |
| Millennium Management LLC | 117,226 | $2.45M | 0.00% | −5,563−4.5% | Reduced |
| Russell Investments Group, Ltd. | 111,154 | $2.32M | 0.00% | −5,314−4.6% | Reduced |
| Two Sigma Advisers, LP | 110,300 | $2.30M | 0.01% | −1,000−0.9% | Reduced |
| Ancora Advisors, LLC | 96,493 | $2.01M | 0.04% | −175−0.2% | Reduced |
| Steamboat Capital Partners, LLC | 96,033 | $2.00M | 0.62% | −1,943−2.0% | Reduced |
| Franklin Resources Inc | 95,094 | $1.98M | 0.00% | −39,385−29.3% | Reduced |
| Bank of New York Mellon Corp | 95,048 | $1.98M | 0.00% | −898−0.9% | Reduced |
| Qube Research & Technologies Ltd | 85,034 | $1.77M | 0.00% | +18,891+28.6% | Added |
| Cove Street Capital, LLC | 83,760 | $1.75M | 2.04% | −94,241−52.9% | Reduced |
| Barclays PLC | 80,569 | $1.68M | 0.00% | +7,824+10.8% | Added |
| Two Sigma Investments, LP | 70,429 | $1.47M | 0.00% | +2,517+3.7% | Added |
| First Trust Advisors LP | 67,882 | $1.42M | 0.00% | −7,047−9.4% | Reduced |
| North Star Investment Management Corp. | 66,900 | $1.40M | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 65,504 | $1.37M | 0.11% | −25,107−27.7% | Reduced |
| D. E. Shaw & Co., Inc. | 56,592 | $1.18M | 0.00% | +10,764+23.5% | Added |
| Federated Hermes, Inc. | 54,677 | $1.14M | 0.00% | −301−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 52,000 | $1.08M | 0.00% | +15,881+44.0% | Added |
| Bank of America Corp | 49,932 | $1.04M | 0.00% | +11,479+29.9% | Added |
| BNP Paribas Arbitrage, SA | 48,609 | $1.01M | 0.00% | −5,836−10.7% | Reduced |
| Rhumbline Advisers | 48,065 | $1.00M | 0.00% | +10,505+28.0% | Added |
| Swiss National Bank | 47,023 | $980.9K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 43,812 | $913.9K | 0.02% | −3,817−8.0% | Reduced |
| Teacher Retirement System of Texas | 41,444 | $865.0K | 0.00% | +1,719+4.3% | Added |
| Gsa Capital Partners LLP | 39,207 | $818.0K | 0.06% | −45,647−53.8% | Reduced |
| Prospera Financial Services Inc | 38,547 | $804.1K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 34,210 | $713.6K | 0.00% | −202−0.6% | Reduced |
| State of Wisconsin Investment Board | 33,907 | $707.3K | 0.00% | −4,329−11.3% | Reduced |
| State of Wyoming | 31,471 | $656.5K | 0.08% | −8,507−21.3% | Reduced |
| Raffles Associates LP | 30,801 | $642.5K | 0.69% | 00.0% | Unchanged |
| Raymond James Financial Inc | 30,778 | $642.0K | 0.00% | +30,778 | New |
| UBS Asset Management Americas Inc | 29,479 | $614.9K | 0.00% | −13,821−31.9% | Reduced |
| Tectonic Advisors LLC | 29,158 | $608.2K | 0.04% | +1,662+6.0% | Added |
| Meixler Investment Management, Ltd. | 27,281 | $569.1K | 0.42% | +27,281 | New |
| Deutsche Bank AG | 26,704 | $557.0K | 0.00% | +9,691+57.0% | Added |
| SkyView Investment Advisors, LLC | 26,641 | $556.0K | 0.09% | +26,641 | New |
| HSBC Holdings PLC | 25,980 | $543.5K | 0.00% | +6,249+31.7% | Added |
| Boston Partners | 25,052 | $522.6K | 0.00% | −27,761−52.6% | Reduced |
| Sanders Morris Harris LLC | 25,000 | $517.5K | 0.08% | +10,000+66.7% | Added |
| Alliancebernstein L.P. | 23,560 | $491.5K | 0.00% | +4,710+25.0% | Added |
| Renaissance Technologies LLC | 23,000 | $479.8K | 0.00% | +23,000 | New |
| California State Teachers Retirement System | 22,391 | $467.1K | 0.00% | −308−1.4% | Reduced |
| Legal & General Group Plc | 22,265 | $464.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 22,117 | $461.4K | 0.00% | +2,792+14.4% | Added |
| NFC Investments, LLC | 21,946 | $458.0K | 0.13% | 00.0% | Unchanged |
| Voya Investment Management LLC | 21,795 | $454.6K | 0.00% | −632−2.8% | Reduced |
| Citadel Advisors LLC | 21,670 | $452.0K | 0.00% | −7,022−24.5% | Reduced |
| Mercer Global Advisors Inc | 20,879 | $435.5K | 0.00% | +20,879 | New |
| Voleon Capital Management LP | 20,871 | $435.4K | 0.03% | +20,871 | New |
| Envestnet Asset Management Inc | 19,824 | $413.5K | 0.00% | −10.0% | Reduced |
| PDT Partners, LLC | 19,431 | $405.3K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,680 | $389.7K | 0.00% | +1,000+5.7% | Added |
| Janus Henderson Group PLC | 18,238 | $380.1K | 0.00% | −1,166−6.0% | Reduced |
| Man Group plc | 16,972 | $354.0K | 0.00% | −2,045−10.8% | Reduced |
| Resources Investment Advisors, LLC. | 16,234 | $338.6K | 0.00% | +16,234 | New |
| SG Americas Securities, LLC | 15,485 | $323.0K | 0.00% | +2,944+23.5% | Added |
| BBR Partners, LLC | 15,000 | $312.9K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,431 | $301.0K | 0.00% | +608+4.4% | Added |
| MetLife Investment Management | 14,162 | $295.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,087 | $293.8K | 0.00% | +3,403+31.9% | Added |
| Oppenheimer Asset Management Inc. | 13,400 | $279.5K | 0.00% | −3,785−22.0% | Reduced |
| Trexquant Investment LP | 13,221 | $275.8K | 0.00% | +2,635+24.9% | Added |
| Corebridge Financial, Inc. | 12,522 | $261.2K | 0.00% | −945−7.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,919 | $227.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,892 | $227.2K | 0.00% | −88,135−89.0% | Reduced |
| Intech Investment Management LLC | 10,735 | $223.9K | 0.00% | +10,735 | New |
| Manufacturers Life Insurance Company, The | 9,844 | $205.3K | 0.00% | −457−4.4% | Reduced |
| Price T Rowe Associates Inc | 9,546 | $200.0K | 0.00% | +9,546 | New |
| Royal Bank of Canada | 9,332 | $195.0K | 0.00% | −99,958−91.5% | Reduced |
| New York State Common Retirement Fund | 8,715 | $181.8K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 8,168 | $170.4K | 0.01% | +8,168 | New |
| FMR LLC | 7,207 | $150.3K | 0.00% | +2,758+62.0% | Added |
| Quest Partners LLC | 5,614 | $117.1K | 0.02% | −1,999−26.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $112.7K | 0.00% | +5,404 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $112.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,061 | $84.7K | 0.00% | +4,061 | New |
| KLP Kapitalforvaltning AS | 4,000 | $83.4K | 0.00% | +4,000 | New |
| Lazard Asset Management LLC | 3,943 | $82.0K | 0.00% | −249−5.9% | Reduced |