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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13 | $271 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $355 | 0.00% | +17 | New |
| GAMMA Investing LLC | 23 | $480 | 0.00% | +3+15.0% | Added |
| Allworth Financial LP | 24 | $481 | 0.00% | +6+33.3% | Added |
| Massmutual Trust Co FSB | 26 | $542 | 0.00% | +26 | New |
| Lindbrook Capital, LLC | 28 | $584 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 45 | $939 | 0.00% | +45 | New |
| Simplex Trading, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Signaturefd, LLC | 79 | $1.65K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 90 | $1.88K | 0.00% | +26+40.6% | Added |
| Covestor Ltd | 158 | $3.00K | 0.00% | +94+146.9% | Added |
| Harbor Capital Advisors, Inc. | 244 | $5.00K | 0.00% | +53+27.7% | Added |
| Sterling Capital Management LLC | 628 | $13.1K | 0.00% | +550+705.1% | Added |
| STRS Ohio | 700 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 775 | $16.2K | 0.00% | +760+5,066.7% | Added |
| Amalgamated Bank | 818 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 822 | $17.0K | 0.00% | +79+10.6% | Added |
| Great West Life Assurance Co | 1,182 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,220 | $25.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,222 | $25.5K | 0.00% | +72+6.3% | Added |
| Group One Trading, L.P. | 1,856 | $38.7K | 0.00% | +1,856 | New |
| Steward Partners Investment Advisory, LLC | 2,310 | $48.2K | 0.00% | +65+2.9% | Added |
| Ameritas Investment Partners, Inc. | 2,311 | $48.2K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,908 | $60.7K | 0.00% | +44+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,669 | $76.5K | 0.00% | +3,669 | New |
| Lazard Asset Management LLC | 3,943 | $82.0K | 0.00% | −249−5.9% | Reduced |
| KLP Kapitalforvaltning AS | 4,000 | $83.4K | 0.00% | +4,000 | New |
| Aquatic Capital Management LLC | 4,061 | $84.7K | 0.00% | +4,061 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $112.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $112.7K | 0.00% | +5,404 | New |
| Quest Partners LLC | 5,614 | $117.1K | 0.02% | −1,999−26.3% | Reduced |
| FMR LLC | 7,207 | $150.3K | 0.00% | +2,758+62.0% | Added |
| Caption Management, LLC | 8,168 | $170.4K | 0.01% | +8,168 | New |
| New York State Common Retirement Fund | 8,715 | $181.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,332 | $195.0K | 0.00% | −99,958−91.5% | Reduced |
| Price T Rowe Associates Inc | 9,546 | $200.0K | 0.00% | +9,546 | New |
| Manufacturers Life Insurance Company, The | 9,844 | $205.3K | 0.00% | −457−4.4% | Reduced |
| Intech Investment Management LLC | 10,735 | $223.9K | 0.00% | +10,735 | New |
| Jane Street Group, LLC | 10,892 | $227.2K | 0.00% | −88,135−89.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,919 | $227.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 12,522 | $261.2K | 0.00% | −945−7.0% | Reduced |
| Trexquant Investment LP | 13,221 | $275.8K | 0.00% | +2,635+24.9% | Added |
| Oppenheimer Asset Management Inc. | 13,400 | $279.5K | 0.00% | −3,785−22.0% | Reduced |
| Wells Fargo & Company | 14,087 | $293.8K | 0.00% | +3,403+31.9% | Added |
| MetLife Investment Management | 14,162 | $295.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,431 | $301.0K | 0.00% | +608+4.4% | Added |
| BBR Partners, LLC | 15,000 | $312.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,485 | $323.0K | 0.00% | +2,944+23.5% | Added |
| Resources Investment Advisors, LLC. | 16,234 | $338.6K | 0.00% | +16,234 | New |
| Man Group plc | 16,972 | $354.0K | 0.00% | −2,045−10.8% | Reduced |
| Janus Henderson Group PLC | 18,238 | $380.1K | 0.00% | −1,166−6.0% | Reduced |
| Atria Wealth Solutions, Inc. | 18,680 | $389.7K | 0.00% | +1,000+5.7% | Added |
| PDT Partners, LLC | 19,431 | $405.3K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,824 | $413.5K | 0.00% | −10.0% | Reduced |
| Voleon Capital Management LP | 20,871 | $435.4K | 0.03% | +20,871 | New |
| Mercer Global Advisors Inc | 20,879 | $435.5K | 0.00% | +20,879 | New |
| Citadel Advisors LLC | 21,670 | $452.0K | 0.00% | −7,022−24.5% | Reduced |
| Voya Investment Management LLC | 21,795 | $454.6K | 0.00% | −632−2.8% | Reduced |
| NFC Investments, LLC | 21,946 | $458.0K | 0.13% | 00.0% | Unchanged |
| Citigroup Inc | 22,117 | $461.4K | 0.00% | +2,792+14.4% | Added |
| Legal & General Group Plc | 22,265 | $464.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,391 | $467.1K | 0.00% | −308−1.4% | Reduced |
| Renaissance Technologies LLC | 23,000 | $479.8K | 0.00% | +23,000 | New |
| Alliancebernstein L.P. | 23,560 | $491.5K | 0.00% | +4,710+25.0% | Added |
| Sanders Morris Harris LLC | 25,000 | $517.5K | 0.08% | +10,000+66.7% | Added |
| Boston Partners | 25,052 | $522.6K | 0.00% | −27,761−52.6% | Reduced |
| HSBC Holdings PLC | 25,980 | $543.5K | 0.00% | +6,249+31.7% | Added |
| SkyView Investment Advisors, LLC | 26,641 | $556.0K | 0.09% | +26,641 | New |
| Deutsche Bank AG | 26,704 | $557.0K | 0.00% | +9,691+57.0% | Added |
| Meixler Investment Management, Ltd. | 27,281 | $569.1K | 0.42% | +27,281 | New |
| Tectonic Advisors LLC | 29,158 | $608.2K | 0.04% | +1,662+6.0% | Added |
| UBS Asset Management Americas Inc | 29,479 | $614.9K | 0.00% | −13,821−31.9% | Reduced |
| Raymond James Financial Inc | 30,778 | $642.0K | 0.00% | +30,778 | New |
| Raffles Associates LP | 30,801 | $642.5K | 0.69% | 00.0% | Unchanged |
| State of Wyoming | 31,471 | $656.5K | 0.08% | −8,507−21.3% | Reduced |
| State of Wisconsin Investment Board | 33,907 | $707.3K | 0.00% | −4,329−11.3% | Reduced |
| UBS Group AG | 34,210 | $713.6K | 0.00% | −202−0.6% | Reduced |
| Prospera Financial Services Inc | 38,547 | $804.1K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 39,207 | $818.0K | 0.06% | −45,647−53.8% | Reduced |
| Teacher Retirement System of Texas | 41,444 | $865.0K | 0.00% | +1,719+4.3% | Added |
| Algert Global LLC | 43,812 | $913.9K | 0.02% | −3,817−8.0% | Reduced |
| Swiss National Bank | 47,023 | $980.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 48,065 | $1.00M | 0.00% | +10,505+28.0% | Added |
| BNP Paribas Arbitrage, SA | 48,609 | $1.01M | 0.00% | −5,836−10.7% | Reduced |
| Bank of America Corp | 49,932 | $1.04M | 0.00% | +11,479+29.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 52,000 | $1.08M | 0.00% | +15,881+44.0% | Added |
| Federated Hermes, Inc. | 54,677 | $1.14M | 0.00% | −301−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 56,592 | $1.18M | 0.00% | +10,764+23.5% | Added |
| Prelude Capital Management, LLC | 65,504 | $1.37M | 0.11% | −25,107−27.7% | Reduced |
| North Star Investment Management Corp. | 66,900 | $1.40M | 0.10% | 00.0% | Unchanged |
| First Trust Advisors LP | 67,882 | $1.42M | 0.00% | −7,047−9.4% | Reduced |
| Two Sigma Investments, LP | 70,429 | $1.47M | 0.00% | +2,517+3.7% | Added |
| Barclays PLC | 80,569 | $1.68M | 0.00% | +7,824+10.8% | Added |
| Cove Street Capital, LLC | 83,760 | $1.75M | 2.04% | −94,241−52.9% | Reduced |
| Qube Research & Technologies Ltd | 85,034 | $1.77M | 0.00% | +18,891+28.6% | Added |
| Bank of New York Mellon Corp | 95,048 | $1.98M | 0.00% | −898−0.9% | Reduced |
| Franklin Resources Inc | 95,094 | $1.98M | 0.00% | −39,385−29.3% | Reduced |
| Steamboat Capital Partners, LLC | 96,033 | $2.00M | 0.62% | −1,943−2.0% | Reduced |
| Ancora Advisors, LLC | 96,493 | $2.01M | 0.04% | −175−0.2% | Reduced |