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, Q1 2025
Institutional positions in Tiptree Inc. as of Mar 31, 2025. 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
- 138
- +13 vs. Q4 2024
- Shares held
- 14.2M
- −469.9K (−3.2%) vs. Q4 2024
- Total value
- $343.1M
- +$36.2M (+11.8%) vs. Q4 2024
- New holders
- 25
- 47 more added
- Sold out
- 12
- 49 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,422,147 | $58.3M | 0.01% | −78,569−3.1% | Reduced |
| BlackRock, Inc. | 2,322,200 | $55.9M | 0.00% | −57,051−2.4% | Reduced |
| Vanguard Group Inc | 1,291,675 | $31.1M | 0.00% | +28,373+2.2% | Added |
| Breach Inlet Capital Management, LLC | 788,909 | $19.0M | 10.85% | +77,373+10.9% | Added |
| Geode Capital Management, LLC | 573,287 | $13.8M | 0.00% | +17,454+3.1% | Added |
| State Street Corp | 524,947 | $12.6M | 0.00% | +12,015+2.3% | Added |
| Kennedy Capital Management, Inc. | 438,316 | $10.6M | 0.25% | +165,302+60.5% | Added |
| Royce & Associates LP | 429,297 | $10.3M | 0.11% | −94,950−18.1% | Reduced |
| Heartland Advisors Inc | 300,000 | $7.23M | 0.41% | −25,000−7.7% | Reduced |
| TCW Group Inc | 281,883 | $6.79M | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 242,953 | $5.85M | 0.00% | −18,610−7.1% | Reduced |
| Hillsdale Investment Management Inc. | 229,777 | $5.54M | 0.28% | +7,800+3.5% | Added |
| Northern Trust Corp | 222,665 | $5.36M | 0.00% | −3,804−1.7% | Reduced |
| Nuveen, LLC | 221,934 | $5.35M | 0.00% | +221,934 | New |
| Bridgeway Capital Management, LLC | 210,640 | $5.07M | 0.13% | −42,773−16.9% | Reduced |
| Charles Schwab Investment Management Inc | 183,423 | $4.42M | 0.00% | −1,400−0.8% | Reduced |
| Morgan Stanley | 170,161 | $4.10M | 0.00% | +11,621+7.3% | Added |
| Millennium Management LLC | 167,964 | $4.05M | 0.00% | +50,738+43.3% | Added |
| JPMorgan Chase & Co | 160,960 | $3.88M | 0.00% | +21,163+15.1% | Added |
| Cannell Capital LLC | 148,416 | $3.58M | 1.21% | −396,203−72.7% | Reduced |
| Goldman Sachs Group Inc | 143,330 | $3.45M | 0.00% | −87,249−37.8% | Reduced |
| Empowered Funds, LLC | 120,640 | $2.91M | 0.04% | +2,227+1.9% | Added |
| Qube Research & Technologies Ltd | 99,664 | $2.40M | 0.00% | +14,630+17.2% | Added |
| Steamboat Capital Partners, LLC | 94,207 | $2.27M | 0.69% | −1,826−1.9% | Reduced |
| Bank of New York Mellon Corp | 88,931 | $2.14M | 0.00% | −6,117−6.4% | Reduced |
| Hodges Capital Management Inc. | 86,659 | $2.09M | 0.21% | −82,194−48.7% | Reduced |
| Ancora Advisors, LLC | 83,156 | $2.00M | 0.04% | −13,337−13.8% | Reduced |
| Two Sigma Advisers, LP | 77,900 | $1.88M | 0.00% | −32,400−29.4% | Reduced |
| Russell Investments Group, Ltd. | 76,147 | $1.83M | 0.00% | −35,007−31.5% | Reduced |
| Cove Street Capital, LLC | 72,988 | $1.76M | 2.76% | −10,772−12.9% | Reduced |
| Citadel Advisors LLC | 71,307 | $1.72M | 0.00% | +49,637+229.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 68,827 | $1.66M | 0.01% | +16,827+32.4% | Added |
| First Trust Advisors LP | 66,771 | $1.61M | 0.00% | −1,111−1.6% | Reduced |
| Barclays PLC | 64,518 | $1.55M | 0.00% | −16,051−19.9% | Reduced |
| D. E. Shaw & Co., Inc. | 55,984 | $1.35M | 0.00% | −608−1.1% | Reduced |
| Tudor Investment Corp Et Al | 55,000 | $1.32M | 0.01% | +55,000 | New |
| Federated Hermes, Inc. | 54,822 | $1.32M | 0.00% | +145+0.3% | Added |
| BNP Paribas Arbitrage, SA | 54,580 | $1.31M | 0.00% | +5,971+12.3% | Added |
| UBS Group AG | 52,397 | $1.26M | 0.00% | +18,187+53.2% | Added |
| Swiss National Bank | 47,023 | $1.13M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 43,812 | $1.06M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 43,668 | $1.05M | 0.00% | +12,890+41.9% | Added |
| Teacher Retirement System of Texas | 40,710 | $980.7K | 0.00% | −734−1.8% | Reduced |
| Susquehanna International Group, LLP | 39,869 | $960.4K | 0.00% | −119,623−75.0% | Reduced |
| Prospera Financial Services Inc | 38,447 | $926.2K | 0.02% | −100−0.3% | Reduced |
| State of Wisconsin Investment Board | 36,788 | $886.2K | 0.00% | +2,881+8.5% | Added |
| Rhumbline Advisers | 36,692 | $883.9K | 0.00% | −11,373−23.7% | Reduced |
| Two Sigma Investments, LP | 35,854 | $863.7K | 0.00% | −34,575−49.1% | Reduced |
| Man Group plc | 35,111 | $845.8K | 0.00% | +18,139+106.9% | Added |
| Bank of America Corp | 34,684 | $835.5K | 0.00% | −15,248−30.5% | Reduced |
| Tectonic Advisors LLC | 31,545 | $759.9K | 0.05% | +2,387+8.2% | Added |
| Raffles Associates LP | 30,801 | $742.0K | 0.90% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 29,655 | $714.4K | 0.00% | +176+0.6% | Added |
| Voya Investment Management LLC | 27,981 | $674.1K | 0.00% | +6,186+28.4% | Added |
| Meixler Investment Management, Ltd. | 27,041 | $651.4K | 0.45% | −240−0.9% | Reduced |
| SkyView Investment Advisors, LLC | 26,772 | $645.0K | 0.10% | +131+0.5% | Added |
| Cubist Systematic Strategies, LLC | 26,598 | $640.8K | 0.01% | +26,598 | New |
| State of Wyoming | 26,116 | $629.1K | 0.08% | −5,355−17.0% | Reduced |
| HSBC Holdings PLC | 25,411 | $621.3K | 0.00% | −569−2.2% | Reduced |
| Alliancebernstein L.P. | 25,363 | $611.0K | 0.00% | +1,803+7.7% | Added |
| Jane Street Group, LLC | 25,003 | $602.3K | 0.00% | +14,111+129.6% | Added |
| American Century Companies Inc | 24,376 | $587.2K | 0.00% | +24,376 | New |
| Voleon Capital Management LP | 23,521 | $566.6K | 0.04% | +2,650+12.7% | Added |
| Citigroup Inc | 22,825 | $549.9K | 0.00% | +708+3.2% | Added |
| California State Teachers Retirement System | 22,391 | $539.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,111 | $532.7K | 0.00% | −154−0.7% | Reduced |
| PDT Partners, LLC | 21,694 | $522.6K | 0.04% | +2,263+11.6% | Added |
| Wells Fargo & Company | 21,398 | $515.5K | 0.00% | +7,311+51.9% | Added |
| Mercer Global Advisors Inc | 21,067 | $507.5K | 0.00% | +188+0.9% | Added |
| NFC Investments, LLC | 20,746 | $500.0K | 0.15% | −1,200−5.5% | Reduced |
| Sanders Morris Harris LLC | 20,000 | $481.8K | 0.07% | −5,000−20.0% | Reduced |
| SG Americas Securities, LLC | 18,781 | $452.0K | 0.00% | +3,296+21.3% | Added |
| Deutsche Bank AG | 18,722 | $451.0K | 0.00% | −7,982−29.9% | Reduced |
| Atria Wealth Solutions, Inc. | 17,780 | $428.3K | 0.01% | −900−4.8% | Reduced |
| AQR Capital Management LLC | 17,583 | $423.6K | 0.00% | +17,583 | New |
| HRT Financial LP | 16,934 | $407.0K | 0.00% | +16,934 | New |
| Resources Investment Advisors, LLC. | 16,777 | $404.2K | 0.00% | +543+3.3% | Added |
| Gsa Capital Partners LLP | 16,501 | $398.0K | 0.04% | −22,706−57.9% | Reduced |
| Janus Henderson Group PLC | 17,051 | $396.6K | 0.00% | −1,187−6.5% | Reduced |
| Trexquant Investment LP | 15,361 | $370.0K | 0.00% | +2,140+16.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,055 | $362.7K | 0.00% | +624+4.3% | Added |
| BBR Partners, LLC | 15,000 | $361.4K | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,742 | $355.1K | 0.00% | +14,742 | New |
| Renaissance Technologies LLC | 14,700 | $354.1K | 0.00% | −8,300−36.1% | Reduced |
| Boston Partners | 14,655 | $353.0K | 0.00% | −10,397−41.5% | Reduced |
| Virtu Financial LLC | 14,290 | $344.0K | 0.02% | +14,290 | New |
| National Asset Management, Inc. | 14,000 | $337.3K | 0.01% | +14,000 | New |
| MetLife Investment Management | 13,814 | $332.8K | 0.00% | −348−2.5% | Reduced |
| Intech Investment Management LLC | 12,822 | $308.9K | 0.00% | +2,087+19.4% | Added |
| Advisory Services Network, LLC | 12,409 | $298.9K | 0.01% | +12,409 | New |
| Corebridge Financial, Inc. | 12,339 | $297.2K | 0.00% | −183−1.5% | Reduced |
| Martingale Asset Management L P | 12,210 | $294.1K | 0.01% | +12,210 | New |
| Balyasny Asset Management LLC | 12,071 | $290.8K | 0.00% | +12,071 | New |
| Kingsview Wealth Management, LLC | 11,929 | $287.4K | 0.01% | +11,929 | New |
| Price T Rowe Associates Inc | 11,071 | $267.0K | 0.00% | +1,525+16.0% | Added |
| Jump Financial, LLC | 10,278 | $247.6K | 0.00% | +10,278 | New |
| State Board of Administration of Florida Retirement System | 10,232 | $246.5K | 0.00% | +10,232 | New |
| Royal Bank of Canada | 10,107 | $243.0K | 0.00% | +775+8.3% | Added |
| Manufacturers Life Insurance Company, The | 9,510 | $229.1K | 0.00% | −334−3.4% | Reduced |
| New York State Common Retirement Fund | 8,715 | $209.9K | 0.00% | 00.0% | Unchanged |