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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3,669 | $76.5K | 0.00% | +3,669 | New |
| Copeland Capital Management, LLC | 2,908 | $60.7K | 0.00% | +44+1.5% | Added |
| Ameritas Investment Partners, Inc. | 2,311 | $48.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,310 | $48.2K | 0.00% | +65+2.9% | Added |
| Group One Trading, L.P. | 1,856 | $38.7K | 0.00% | +1,856 | New |
| Tower Research Capital LLC (TRC) | 1,222 | $25.5K | 0.00% | +72+6.3% | Added |
| Spire Wealth Management | 1,220 | $25.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,182 | $25.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 818 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 822 | $17.0K | 0.00% | +79+10.6% | Added |
| Rothschild Investment LLC | 775 | $16.2K | 0.00% | +760+5,066.7% | Added |
| STRS Ohio | 700 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 628 | $13.1K | 0.00% | +550+705.1% | Added |
| Harbor Capital Advisors, Inc. | 244 | $5.00K | 0.00% | +53+27.7% | Added |
| Covestor Ltd | 158 | $3.00K | 0.00% | +94+146.9% | Added |
| EverSource Wealth Advisors, LLC | 90 | $1.88K | 0.00% | +26+40.6% | Added |
| Signaturefd, LLC | 79 | $1.65K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 67 | $1.00K | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 45 | $939 | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 28 | $584 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $542 | 0.00% | +26 | New |
| Allworth Financial LP | 24 | $481 | 0.00% | +6+33.3% | Added |
| GAMMA Investing LLC | 23 | $480 | 0.00% | +3+15.0% | Added |
| Transce3nd, LLC | 17 | $355 | 0.00% | +17 | New |
| Advisor Group Holdings, Inc. | 13 | $271 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −64,859−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,360−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,757−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |