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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 8,341 | $200.9K | 0.00% | −86,753−91.2% | Reduced |
| FMR LLC | 8,321 | $200.5K | 0.00% | +1,114+15.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $130.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $130.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,100 | $98.8K | 0.00% | +3,400+485.7% | Added |
| KLP Kapitalforvaltning AS | 4,000 | $96.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,711 | $89.4K | 0.00% | +3,711 | New |
| Lazard Asset Management LLC | 3,566 | $85.0K | 0.00% | −377−9.6% | Reduced |
| Copeland Capital Management, LLC | 2,324 | $56.0K | 0.00% | −584−20.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $55.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,310 | $55.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,955 | $47.1K | 0.00% | +733+60.0% | Added |
| CWM, LLC | 1,535 | $37.0K | 0.00% | +713+86.7% | Added |
| Walleye Trading LLC | 1,336 | $32.2K | 0.00% | +1,336 | New |
| Great West Life Assurance Co | 1,182 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 868 | $21.0K | 0.00% | +50+6.1% | Added |
| Rothschild Investment LLC | 820 | $19.8K | 0.00% | +45+5.8% | Added |
| Group One Trading, L.P. | 790 | $19.0K | 0.00% | −1,066−57.4% | Reduced |
| Advisor Group Holdings, Inc. | 633 | $15.2K | 0.00% | +620+4,769.2% | Added |
| Spire Wealth Management | 539 | $13.0K | 0.00% | −681−55.8% | Reduced |
| Sterling Capital Management LLC | 340 | $8.19K | 0.00% | −288−45.9% | Reduced |
| Skopos Labs, Inc. | 303 | $7.30K | 0.00% | +303 | New |
| Harbor Capital Advisors, Inc. | 245 | $6.00K | 0.00% | +1+0.4% | Added |
| Rialto Wealth Management, LLC | 220 | $5.30K | 0.00% | +220 | New |
| Farther Finance Advisors, LLC | 172 | $4.09K | 0.00% | +172 | New |
| Covestor Ltd | 121 | $3.00K | 0.00% | −37−23.4% | Reduced |
| Versant Capital Management, Inc | 118 | $2.84K | 0.00% | +118 | New |
| GAMMA Investing LLC | 104 | $2.50K | 0.00% | +81+352.2% | Added |
| EverSource Wealth Advisors, LLC | 103 | $2.48K | 0.00% | +13+14.4% | Added |
| Point72 (DIFC) Ltd | 96 | $2.31K | 0.00% | +96 | New |
| Lindbrook Capital, LLC | 28 | $675 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $626 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $603 | 0.00% | +25 | New |
| Transce3nd, LLC | 17 | $410 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $408 | 0.00% | −6−25.0% | Reduced |
| Stephens Consulting, LLC | 15 | $362 | 0.00% | +15 | New |
| Nisa Investment Advisors, LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $96 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −65,504−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −19,824−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |