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, Q2 2025
Institutional positions in Tiptree Inc. as of Jun 30, 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
- 143
- +6 vs. Q1 2025
- Shares held
- 14.3M
- +43.5K (+0.3%) vs. Q1 2025
- Total value
- $336.8M
- −$6.23M (−1.8%) vs. Q1 2025
- New holders
- 23
- 54 more added
- Sold out
- 17
- 44 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $24 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 4 | $94 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $94 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $401 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $589 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $613 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $684 | 0.00% | +11+61.1% | Added |
| IFP Advisors, Inc | 24 | $802 | 0.00% | +24 | New |
| SRS Capital Advisors, Inc. | 41 | $967 | 0.00% | +41 | New |
| Larson Financial Group LLC | 43 | $1.01K | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 78 | $1.84K | 0.00% | −94−54.7% | Reduced |
| Spire Wealth Management | 84 | $1.98K | 0.00% | −455−84.4% | Reduced |
| Covestor Ltd | 99 | $2.00K | 0.00% | −22−18.2% | Reduced |
| Versant Capital Management, Inc | 118 | $2.78K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 125 | $2.95K | 0.00% | +125 | New |
| LRI Investments, LLC | 155 | $3.65K | 0.00% | +155 | New |
| GAMMA Investing LLC | 171 | $4.03K | 0.00% | +67+64.4% | Added |
| Rialto Wealth Management, LLC | 220 | $5.19K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 301 | $7.00K | 0.00% | +56+22.9% | Added |
| EverSource Wealth Advisors, LLC | 422 | $9.95K | 0.00% | +319+309.7% | Added |
| Point72 (DIFC) Ltd | 458 | $10.8K | 0.00% | +362+377.1% | Added |
| Clear Street Markets LLC | 460 | $10.8K | 0.00% | +460 | New |
| Sterling Capital Management LLC | 467 | $11.0K | 0.00% | +127+37.4% | Added |
| Quarry LP | 620 | $14.6K | 0.00% | +620 | New |
| Group One Trading, L.P. | 742 | $17.5K | 0.00% | −48−6.1% | Reduced |
| Rothschild Investment LLC | 820 | $19.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 868 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 920 | $21.7K | 0.00% | +287+45.3% | Added |
| Skopos Labs, Inc. | 1,161 | $27.4K | 0.00% | +858+283.2% | Added |
| Great West Life Assurance Co | 1,182 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,470 | $34.7K | 0.00% | +1,470 | New |
| CWM, LLC | 1,545 | $36.0K | 0.00% | +10+0.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,614 | $38.1K | 0.01% | +1,614 | New |
| Tower Research Capital LLC (TRC) | 2,281 | $53.8K | 0.00% | +326+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,285 | $53.9K | 0.00% | −25−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $54.5K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,704 | $63.8K | 0.00% | +380+16.4% | Added |
| KLP Kapitalforvaltning AS | 4,000 | $94.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,065 | $119.4K | 0.01% | −21,051−80.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $127.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $127.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,500 | $129.7K | 0.00% | +5,500 | New |
| Aquatic Capital Management LLC | 6,476 | $152.7K | 0.00% | +6,476 | New |
| FMR LLC | 8,330 | $196.4K | 0.00% | +9+0.1% | Added |
| Voya Investment Management LLC | 8,669 | $204.4K | 0.00% | −19,312−69.0% | Reduced |
| New York State Common Retirement Fund | 8,715 | $205.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,146 | $215.7K | 0.00% | +9,146 | New |
| Manufacturers Life Insurance Company, The | 9,222 | $217.5K | 0.00% | −288−3.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,300 | $219.3K | 0.02% | +9,300 | New |
| Royal Bank of Canada | 9,462 | $223.0K | 0.00% | −645−6.4% | Reduced |
| Janus Henderson Group PLC | 9,500 | $224.0K | 0.00% | −7,551−44.3% | Reduced |
| Creative Planning | 10,062 | $237.3K | 0.00% | +10,062 | New |
| State Board of Administration of Florida Retirement System | 10,232 | $241.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 10,500 | $247.6K | 0.00% | +6,400+156.1% | Added |
| Advisory Services Network, LLC | 12,407 | $257.8K | 0.00% | −20.0% | Reduced |
| Martingale Asset Management L P | 12,213 | $288.0K | 0.01% | +30.0% | Added |
| Simplex Trading, LLC | 12,224 | $288.0K | 0.01% | +12,224 | New |
| Voleon Capital Management LP | 12,240 | $288.6K | 0.02% | −11,281−48.0% | Reduced |
| Price T Rowe Associates Inc | 12,724 | $301.0K | 0.00% | +1,653+14.9% | Added |
| Smith, Moore & Co. | 12,783 | $301.4K | 0.03% | +12,783 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,895 | $304.1K | 0.00% | −2,160−14.3% | Reduced |
| MetLife Investment Management | 13,814 | $325.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,908 | $328.0K | 0.00% | +1,086+8.5% | Added |
| Balyasny Asset Management LLC | 13,954 | $329.0K | 0.00% | +1,883+15.6% | Added |
| Steadtrust LLC | 14,000 | $330.1K | 0.26% | +14,000 | New |
| Boston Partners | 14,500 | $341.9K | 0.00% | −155−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,742 | $347.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,836 | $349.8K | 0.00% | −3,886−20.8% | Reduced |
| Corsair Capital Management, L.P. | 15,000 | $353.7K | 0.07% | +15,000 | New |
| Resources Investment Advisors, LLC. | 16,718 | $394.2K | 0.00% | −59−0.4% | Reduced |
| Legal & General Group Plc | 18,729 | $441.6K | 0.00% | −3,382−15.3% | Reduced |
| HSBC Holdings PLC | 19,936 | $473.5K | 0.00% | −5,475−21.5% | Reduced |
| Mercer Global Advisors Inc | 21,112 | $497.8K | 0.00% | +45+0.2% | Added |
| AQR Capital Management LLC | 21,229 | $500.6K | 0.00% | +3,646+20.7% | Added |
| Wells Fargo & Company | 21,277 | $501.7K | 0.00% | −121−0.6% | Reduced |
| California State Teachers Retirement System | 22,035 | $519.6K | 0.00% | −356−1.6% | Reduced |
| NFC Investments, LLC | 22,246 | $525.0K | 0.15% | +1,500+7.2% | Added |
| Citigroup Inc | 23,090 | $544.5K | 0.00% | +265+1.2% | Added |
| Principal Financial Group Inc | 23,857 | $562.5K | 0.00% | +23,857 | New |
| Cove Street Capital, LLC | 24,315 | $573.3K | 0.84% | −48,673−66.7% | Reduced |
| Squarepoint Ops LLC | 24,692 | $582.2K | 0.00% | +24,692 | New |
| Tudor Investment Corp Et Al | 25,154 | $593.1K | 0.00% | −29,846−54.3% | Reduced |
| Alliancebernstein L.P. | 25,542 | $602.3K | 0.00% | +179+0.7% | Added |
| PDT Partners, LLC | 25,989 | $612.8K | 0.03% | +4,295+19.8% | Added |
| Gsa Capital Partners LLP | 26,614 | $628.0K | 0.04% | +10,113+61.3% | Added |
| Meixler Investment Management, Ltd. | 27,086 | $638.7K | 0.44% | +45+0.2% | Added |
| Two Sigma Investments, LP | 28,276 | $666.7K | 0.00% | −7,578−21.1% | Reduced |
| SkyView Investment Advisors, LLC | 27,280 | $669.0K | 0.10% | +508+1.9% | Added |
| Tectonic Advisors LLC | 29,796 | $702.6K | 0.04% | −1,749−5.5% | Reduced |
| Sanders Morris Harris LLC | 30,000 | $707.4K | 0.17% | +10,000+50.0% | Added |
| Raffles Associates LP | 30,801 | $726.3K | 0.76% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 34,362 | $810.3K | 0.00% | −2,426−6.6% | Reduced |
| PEAK6 LLC | 34,582 | $815.4K | 0.03% | +34,582 | New |
| Rhumbline Advisers | 35,293 | $832.2K | 0.00% | −1,399−3.8% | Reduced |
| Prospera Financial Services Inc | 38,447 | $906.6K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 39,456 | $930.4K | 0.00% | −4,212−9.6% | Reduced |
| Bank of America Corp | 39,521 | $931.9K | 0.00% | +4,837+13.9% | Added |
| American Century Companies Inc | 40,608 | $957.5K | 0.00% | +16,232+66.6% | Added |
| Cubist Systematic Strategies, LLC | 41,528 | $979.2K | 0.01% | +14,930+56.1% | Added |
| Swiss National Bank | 42,923 | $1.01M | 0.00% | −4,100−8.7% | Reduced |