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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $96 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 15 | $362 | 0.00% | +15 | New |
| Allworth Financial LP | 18 | $408 | 0.00% | −6−25.0% | Reduced |
| Transce3nd, LLC | 17 | $410 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $603 | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 26 | $626 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $675 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 96 | $2.31K | 0.00% | +96 | New |
| EverSource Wealth Advisors, LLC | 103 | $2.48K | 0.00% | +13+14.4% | Added |
| GAMMA Investing LLC | 104 | $2.50K | 0.00% | +81+352.2% | Added |
| Versant Capital Management, Inc | 118 | $2.84K | 0.00% | +118 | New |
| Covestor Ltd | 121 | $3.00K | 0.00% | −37−23.4% | Reduced |
| Farther Finance Advisors, LLC | 172 | $4.09K | 0.00% | +172 | New |
| Rialto Wealth Management, LLC | 220 | $5.30K | 0.00% | +220 | New |
| Harbor Capital Advisors, Inc. | 245 | $6.00K | 0.00% | +1+0.4% | Added |
| Skopos Labs, Inc. | 303 | $7.30K | 0.00% | +303 | New |
| Sterling Capital Management LLC | 340 | $8.19K | 0.00% | −288−45.9% | Reduced |
| Spire Wealth Management | 539 | $13.0K | 0.00% | −681−55.8% | Reduced |
| Advisor Group Holdings, Inc. | 633 | $15.2K | 0.00% | +620+4,769.2% | Added |
| Group One Trading, L.P. | 790 | $19.0K | 0.00% | −1,066−57.4% | Reduced |
| Rothschild Investment LLC | 820 | $19.8K | 0.00% | +45+5.8% | Added |
| Amalgamated Bank | 868 | $21.0K | 0.00% | +50+6.1% | Added |
| Great West Life Assurance Co | 1,182 | $29.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,336 | $32.2K | 0.00% | +1,336 | New |
| CWM, LLC | 1,535 | $37.0K | 0.00% | +713+86.7% | Added |
| Tower Research Capital LLC (TRC) | 1,955 | $47.1K | 0.00% | +733+60.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,310 | $55.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,311 | $55.7K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,324 | $56.0K | 0.00% | −584−20.1% | Reduced |
| Lazard Asset Management LLC | 3,566 | $85.0K | 0.00% | −377−9.6% | Reduced |
| Quantbot Technologies LP | 3,711 | $89.4K | 0.00% | +3,711 | New |
| KLP Kapitalforvaltning AS | 4,000 | $96.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,100 | $98.8K | 0.00% | +3,400+485.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $130.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $130.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,321 | $200.5K | 0.00% | +1,114+15.5% | Added |
| Franklin Resources Inc | 8,341 | $200.9K | 0.00% | −86,753−91.2% | Reduced |
| New York State Common Retirement Fund | 8,715 | $209.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,510 | $229.1K | 0.00% | −334−3.4% | Reduced |
| Royal Bank of Canada | 10,107 | $243.0K | 0.00% | +775+8.3% | Added |
| State Board of Administration of Florida Retirement System | 10,232 | $246.5K | 0.00% | +10,232 | New |
| Jump Financial, LLC | 10,278 | $247.6K | 0.00% | +10,278 | New |
| Price T Rowe Associates Inc | 11,071 | $267.0K | 0.00% | +1,525+16.0% | Added |
| Kingsview Wealth Management, LLC | 11,929 | $287.4K | 0.01% | +11,929 | New |
| Balyasny Asset Management LLC | 12,071 | $290.8K | 0.00% | +12,071 | New |
| Martingale Asset Management L P | 12,210 | $294.1K | 0.01% | +12,210 | New |
| Corebridge Financial, Inc. | 12,339 | $297.2K | 0.00% | −183−1.5% | Reduced |
| Advisory Services Network, LLC | 12,409 | $298.9K | 0.01% | +12,409 | New |
| Intech Investment Management LLC | 12,822 | $308.9K | 0.00% | +2,087+19.4% | Added |
| MetLife Investment Management | 13,814 | $332.8K | 0.00% | −348−2.5% | Reduced |
| National Asset Management, Inc. | 14,000 | $337.3K | 0.01% | +14,000 | New |
| Virtu Financial LLC | 14,290 | $344.0K | 0.02% | +14,290 | New |
| Boston Partners | 14,655 | $353.0K | 0.00% | −10,397−41.5% | Reduced |
| Renaissance Technologies LLC | 14,700 | $354.1K | 0.00% | −8,300−36.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,742 | $355.1K | 0.00% | +14,742 | New |
| BBR Partners, LLC | 15,000 | $361.4K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,055 | $362.7K | 0.00% | +624+4.3% | Added |
| Trexquant Investment LP | 15,361 | $370.0K | 0.00% | +2,140+16.2% | Added |
| Janus Henderson Group PLC | 17,051 | $396.6K | 0.00% | −1,187−6.5% | Reduced |
| Gsa Capital Partners LLP | 16,501 | $398.0K | 0.04% | −22,706−57.9% | Reduced |
| Resources Investment Advisors, LLC. | 16,777 | $404.2K | 0.00% | +543+3.3% | Added |
| HRT Financial LP | 16,934 | $407.0K | 0.00% | +16,934 | New |
| AQR Capital Management LLC | 17,583 | $423.6K | 0.00% | +17,583 | New |
| Atria Wealth Solutions, Inc. | 17,780 | $428.3K | 0.01% | −900−4.8% | Reduced |
| Deutsche Bank AG | 18,722 | $451.0K | 0.00% | −7,982−29.9% | Reduced |
| SG Americas Securities, LLC | 18,781 | $452.0K | 0.00% | +3,296+21.3% | Added |
| Sanders Morris Harris LLC | 20,000 | $481.8K | 0.07% | −5,000−20.0% | Reduced |
| NFC Investments, LLC | 20,746 | $500.0K | 0.15% | −1,200−5.5% | Reduced |
| Mercer Global Advisors Inc | 21,067 | $507.5K | 0.00% | +188+0.9% | Added |
| Wells Fargo & Company | 21,398 | $515.5K | 0.00% | +7,311+51.9% | Added |
| PDT Partners, LLC | 21,694 | $522.6K | 0.04% | +2,263+11.6% | Added |
| Legal & General Group Plc | 22,111 | $532.7K | 0.00% | −154−0.7% | Reduced |
| California State Teachers Retirement System | 22,391 | $539.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 22,825 | $549.9K | 0.00% | +708+3.2% | Added |
| Voleon Capital Management LP | 23,521 | $566.6K | 0.04% | +2,650+12.7% | Added |
| American Century Companies Inc | 24,376 | $587.2K | 0.00% | +24,376 | New |
| Jane Street Group, LLC | 25,003 | $602.3K | 0.00% | +14,111+129.6% | Added |
| Alliancebernstein L.P. | 25,363 | $611.0K | 0.00% | +1,803+7.7% | Added |
| HSBC Holdings PLC | 25,411 | $621.3K | 0.00% | −569−2.2% | Reduced |
| State of Wyoming | 26,116 | $629.1K | 0.08% | −5,355−17.0% | Reduced |
| Cubist Systematic Strategies, LLC | 26,598 | $640.8K | 0.01% | +26,598 | New |
| SkyView Investment Advisors, LLC | 26,772 | $645.0K | 0.10% | +131+0.5% | Added |
| Meixler Investment Management, Ltd. | 27,041 | $651.4K | 0.45% | −240−0.9% | Reduced |
| Voya Investment Management LLC | 27,981 | $674.1K | 0.00% | +6,186+28.4% | Added |
| UBS Asset Management Americas Inc | 29,655 | $714.4K | 0.00% | +176+0.6% | Added |
| Raffles Associates LP | 30,801 | $742.0K | 0.90% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 31,545 | $759.9K | 0.05% | +2,387+8.2% | Added |
| Bank of America Corp | 34,684 | $835.5K | 0.00% | −15,248−30.5% | Reduced |
| Man Group plc | 35,111 | $845.8K | 0.00% | +18,139+106.9% | Added |
| Two Sigma Investments, LP | 35,854 | $863.7K | 0.00% | −34,575−49.1% | Reduced |
| Rhumbline Advisers | 36,692 | $883.9K | 0.00% | −11,373−23.7% | Reduced |
| State of Wisconsin Investment Board | 36,788 | $886.2K | 0.00% | +2,881+8.5% | Added |
| Prospera Financial Services Inc | 38,447 | $926.2K | 0.02% | −100−0.3% | Reduced |
| Susquehanna International Group, LLP | 39,869 | $960.4K | 0.00% | −119,623−75.0% | Reduced |
| Teacher Retirement System of Texas | 40,710 | $980.7K | 0.00% | −734−1.8% | Reduced |
| Raymond James Financial Inc | 43,668 | $1.05M | 0.00% | +12,890+41.9% | Added |
| Algert Global LLC | 43,812 | $1.06M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 47,023 | $1.13M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 52,397 | $1.26M | 0.00% | +18,187+53.2% | Added |