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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.

Institutional holdersQ2 2025: 143 institutions
Q1 2021: 53 institutionsQ2 2021: 75 institutionsQ3 2021: 76 institutionsQ4 2021: 82 institutionsQ1 2022: 83 institutionsQ2 2022: 81 institutionsQ3 2022: 77 institutionsQ4 2022: 85 institutionsQ1 2023: 96 institutionsQ2 2023: 98 institutionsQ3 2023: 94 institutionsQ4 2023: 98 institutionsQ1 2024: 110 institutionsQ2 2024: 114 institutionsQ3 2024: 117 institutionsQ4 2024: 126 institutionsQ1 2025: 138 institutionsQ2 2025: 143 institutionsQ3 2025: 143 institutionsQ4 2025: 139 institutionsQ1 2026: 142 institutionsQ2 2026: 140 institutions
Value heldQ2 2025: $336.8M
Q1 2021: $111.1MQ2 2021: $107.9MQ3 2021: $117.2MQ4 2021: $166.1MQ1 2022: $153.3MQ2 2022: $127.6MQ3 2022: $131.0MQ4 2022: $177.6MQ1 2023: $190.8MQ2 2023: $198.6MQ3 2023: $217.0MQ4 2023: $263.3MQ1 2024: $249.6MQ2 2024: $239.9MQ3 2024: $286.4MQ4 2024: $311.2MQ1 2025: $343.1MQ2 2025: $336.8MQ3 2025: $261.3MQ4 2025: $304.6MQ1 2026: $281.7MQ2 2026: $301.0M
Institutions holding TIPT and their total value by quarter
QuarterHoldersValue
Q2 2026140$301.0M
Q1 2026142$281.7M
Q4 2025139$304.6M
Q3 2025143$261.3M
Q2 2025143$336.8M
Q1 2025138$343.1M
Q4 2024126$311.2M
Q3 2024117$286.4M
Q2 2024114$239.9M
Q1 2024110$249.6M
Q4 202398$263.3M
Q3 202394$217.0M
Q2 202398$198.6M
Q1 202396$190.8M
Q4 202285$177.6M
Q3 202277$131.0M
Q2 202281$127.6M
Q1 202283$153.3M
Q4 202182$166.1M
Q3 202176$117.2M
Q2 202175$107.9M
Q1 202153$111.1M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q1 2025.

Institutions holding TIPT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Aquatic Capital Management LLC6,476$152.7K0.00%+6,476New
Point72 Asset Management, L.P.5,500$129.7K0.00%+5,500New
Police & Firemen's Retirement System of New Jersey5,404$127.4K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)5,399$127.3K0.00%00.0%Unchanged
State of Wyoming5,065$119.4K0.01%−21,051−80.6%Reduced
KLP Kapitalforvaltning AS4,000$94.3K0.00%00.0%Unchanged
Copeland Capital Management, LLC2,704$63.8K0.00%+380+16.4%Added
Ameritas Investment Partners, Inc.2,311$54.5K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,285$53.9K0.00%−25−1.1%Reduced
Tower Research Capital LLC (TRC)2,281$53.8K0.00%+326+16.7%Added
Point72 Asia (Singapore) Pte. Ltd.1,614$38.1K0.01%+1,614New
CWM, LLC1,545$36.0K0.00%+10+0.7%Added
Quest Partners LLC1,470$34.7K0.00%+1,470New
Great West Life Assurance Co1,182$28.0K0.00%00.0%Unchanged
Skopos Labs, Inc.1,161$27.4K0.00%+858+283.2%Added
Advisor Group Holdings, Inc.920$21.7K0.00%+287+45.3%Added
Amalgamated Bank868$20.0K0.00%00.0%Unchanged
Rothschild Investment LLC820$19.3K0.00%00.0%Unchanged
Group One Trading, L.P.742$17.5K0.00%−48−6.1%Reduced
Quarry LP620$14.6K0.00%+620New
Sterling Capital Management LLC467$11.0K0.00%+127+37.4%Added
Clear Street Markets LLC460$10.8K0.00%+460New
Point72 (DIFC) Ltd458$10.8K0.00%+362+377.1%Added
EverSource Wealth Advisors, LLC422$9.95K0.00%+319+309.7%Added
Harbor Capital Advisors, Inc.301$7.00K0.00%+56+22.9%Added
Rialto Wealth Management, LLC220$5.19K0.00%00.0%Unchanged
GAMMA Investing LLC171$4.03K0.00%+67+64.4%Added
LRI Investments, LLC155$3.65K0.00%+155New
Aster Capital Management (DIFC) Ltd125$2.95K0.00%+125New
Versant Capital Management, Inc118$2.78K0.00%00.0%Unchanged
Covestor Ltd99$2.00K0.00%−22−18.2%Reduced
Spire Wealth Management84$1.98K0.00%−455−84.4%Reduced
Farther Finance Advisors, LLC78$1.84K0.00%−94−54.7%Reduced
Larson Financial Group LLC43$1.01K0.00%+43New
SRS Capital Advisors, Inc.41$9670.00%+41New
IFP Advisors, Inc24$8020.00%+24New
Allworth Financial LP29$6840.00%+11+61.1%Added
Massmutual Trust Co FSB26$6130.00%00.0%Unchanged
Parkside Financial Bank & Trust25$5890.00%00.0%Unchanged
Transce3nd, LLC17$4010.00%00.0%Unchanged
Nisa Investment Advisors, LLC4$940.00%00.0%Unchanged
SBI Securities Co., Ltd.4$940.00%00.0%Unchanged
Essential Partners LLC1$240.00%+1New
Hillsdale Investment Management Inc.0$00.00%−229,777−100.0%Sold out
Cannell Capital LLC0$00.00%−148,416−100.0%Sold out
SG Americas Securities, LLC0$00.00%−18,781−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−17,780−100.0%Sold out
Trexquant Investment LP0$00.00%−15,361−100.0%Sold out
BBR Partners, LLC0$00.00%−15,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−14,700−100.0%Sold out
Virtu Financial LLC0$00.00%−14,290−100.0%Sold out
National Asset Management, Inc.0$00.00%−14,000−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−12,339−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−11,929−100.0%Sold out
Jump Financial, LLC0$00.00%−10,278−100.0%Sold out
Franklin Resources Inc0$00.00%−8,341−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,711−100.0%Sold out
Lazard Asset Management LLC0$00.00%−3,566−100.0%Sold out
Walleye Trading LLC0$00.00%−1,336−100.0%Sold out
Stephens Consulting, LLC0$00.00%−15−100.0%Sold out
Lindbrook Capital, LLC––––Not filed