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, Q3 2025
Institutional positions in Tiptree Inc. as of Sep 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
- +1 vs. Q2 2025
- Shares held
- 13.6M
- −578.2K (−4.1%) vs. Q2 2025
- Total value
- $261.3M
- −$73.7M (−22.0%) vs. Q2 2025
- New holders
- 23
- 61 more added
- Sold out
- 22
- 38 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $19 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 1 | $19 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $96 | 0.00% | −73−93.6% | Reduced |
| True Wealth Design, LLC | 18 | $346 | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 21 | $403 | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 25 | $480 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $575 | 0.00% | +6+25.0% | Added |
| Clearstead Advisors, LLC | 38 | $729 | 0.00% | +38 | New |
| Massmutual Trust Co FSB | 39 | $748 | 0.00% | +13+50.0% | Added |
| Covestor Ltd | 125 | $2.00K | 0.00% | +26+26.3% | Added |
| Essential Partners LLC | 117 | $2.24K | 0.00% | +116+11,600.0% | Added |
| Allworth Financial LP | 119 | $2.28K | 0.00% | +90+310.3% | Added |
| Larson Financial Group LLC | 126 | $2.42K | 0.00% | +83+193.0% | Added |
| Optiver Holding B.V. | 140 | $2.68K | 0.00% | +140 | New |
| LRI Investments, LLC | 155 | $2.97K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 175 | $3.35K | 0.00% | +175 | New |
| Rialto Wealth Management, LLC | 220 | $4.22K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 243 | $4.66K | 0.00% | +118+94.4% | Added |
| Versant Capital Management, Inc | 305 | $5.85K | 0.00% | +187+158.5% | Added |
| EverSource Wealth Advisors, LLC | 309 | $5.92K | 0.00% | −113−26.8% | Reduced |
| Harbor Capital Advisors, Inc. | 309 | $6.00K | 0.00% | +8+2.7% | Added |
| GAMMA Investing LLC | 338 | $6.48K | 0.00% | +167+97.7% | Added |
| Royal Bank of Canada | 395 | $8.00K | 0.00% | −9,067−95.8% | Reduced |
| Rothschild Investment LLC | 780 | $15.0K | 0.00% | −40−4.9% | Reduced |
| Amalgamated Bank | 868 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 990 | $19.0K | 0.00% | +990 | New |
| SRS Capital Advisors, Inc. | 1,102 | $21.1K | 0.00% | +1,061+2,587.8% | Added |
| Advisor Group Holdings, Inc. | 993 | $21.7K | 0.00% | +73+7.9% | Added |
| Macquarie Group Ltd | 1,144 | $21.9K | 0.00% | +1,144 | New |
| Sterling Capital Management LLC | 1,175 | $22.5K | 0.00% | +708+151.6% | Added |
| Great West Life Assurance Co | 1,182 | $23.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,376 | $26.4K | 0.00% | −6,954−83.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,522 | $29.2K | 0.00% | −759−33.3% | Reduced |
| Point72 (DIFC) Ltd | 1,530 | $29.3K | 0.00% | +1,072+234.1% | Added |
| State of Alaska, Department of Revenue | 1,849 | $35.0K | 0.00% | +1,849 | New |
| Steward Partners Investment Advisory, LLC | 2,265 | $43.4K | 0.00% | −20−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $44.3K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,678 | $51.3K | 0.00% | −26−1.0% | Reduced |
| KLP Kapitalforvaltning AS | 4,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,159 | $79.7K | 0.01% | +2,545+157.7% | Added |
| CWM, LLC | 4,200 | $81.0K | 0.00% | +2,655+171.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $103.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $134.2K | 0.00% | +1,596+29.5% | Added |
| Quest Partners LLC | 7,676 | $147.1K | 0.01% | +6,206+422.2% | Added |
| Quarry LP | 7,728 | $148.1K | 0.04% | +7,108+1,146.5% | Added |
| New York State Common Retirement Fund | 8,715 | $167.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,786 | $187.6K | 0.00% | −2,621−21.1% | Reduced |
| Rangeley Capital, LLC | 10,000 | $191.7K | 0.18% | +10,000 | New |
| ExodusPoint Capital Management, LP | 10,064 | $192.9K | 0.00% | +10,064 | New |
| Militia Capital Partners, LP | 10,200 | $195.5K | 0.09% | +10,200 | New |
| Marshall Wace, LLP | 10,387 | $199.1K | 0.00% | +10,387 | New |
| STRS Ohio | 10,500 | $201.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,667 | $204.5K | 0.00% | +605+6.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,817 | $207.4K | 0.00% | −2,078−16.1% | Reduced |
| Citigroup Inc | 10,934 | $209.6K | 0.00% | −12,156−52.6% | Reduced |
| Magnetar Financial LLC | 11,147 | $213.7K | 0.00% | +11,147 | New |
| Martingale Asset Management L P | 12,213 | $234.1K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,724 | $244.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 12,900 | $247.3K | 0.00% | +7,400+134.5% | Added |
| MetLife Investment Management | 13,814 | $264.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,380 | $275.7K | 0.00% | +14,380 | New |
| Verition Fund Management LLC | 14,459 | $277.2K | 0.00% | +14,459 | New |
| Arrowstreet Capital, Limited Partnership | 14,742 | $282.6K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 15,569 | $298.5K | 0.00% | +1,069+7.4% | Added |
| Smith, Moore & Co. | 15,658 | $300.2K | 0.02% | +2,875+22.5% | Added |
| Two Sigma Advisers, LP | 16,400 | $314.4K | 0.00% | −28,000−63.1% | Reduced |
| Resources Investment Advisors, LLC. | 16,431 | $315.0K | 0.00% | −287−1.7% | Reduced |
| Deutsche Bank AG | 17,894 | $343.0K | 0.00% | +3,058+20.6% | Added |
| IMC-Chicago, LLC | 18,457 | $353.8K | 0.01% | +18,457 | New |
| Simplex Trading, LLC | 18,632 | $357.0K | 0.01% | +6,408+52.4% | Added |
| Quantinno Capital Management LP | 18,709 | $358.7K | 0.00% | +9,563+104.6% | Added |
| Legal & General Group Plc | 18,729 | $359.0K | 0.00% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 18,850 | $361.4K | 0.02% | +18,850 | New |
| Steadtrust LLC | 19,000 | $364.2K | 0.25% | +5,000+35.7% | Added |
| Cubist Systematic Strategies, LLC | 19,309 | $370.2K | 0.01% | −22,219−53.5% | Reduced |
| DLD Asset Management, LP | 20,700 | $396.8K | 0.05% | +20,700 | New |
| CenterBook Partners LP | 21,898 | $419.8K | 0.02% | +21,898 | New |
| California State Teachers Retirement System | 22,036 | $422.4K | 0.00% | +10.0% | Added |
| NFC Investments, LLC | 22,246 | $426.0K | 0.12% | 00.0% | Unchanged |
| PDT Partners, LLC | 22,683 | $434.8K | 0.03% | −3,306−12.7% | Reduced |
| Mercer Global Advisors Inc | 23,442 | $449.4K | 0.00% | +2,330+11.0% | Added |
| Wells Fargo & Company | 24,053 | $461.1K | 0.00% | +2,776+13.0% | Added |
| Alliancebernstein L.P. | 25,542 | $489.6K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 26,021 | $498.8K | 0.04% | +26,021 | New |
| Meixler Investment Management, Ltd. | 26,711 | $512.0K | 0.31% | −375−1.4% | Reduced |
| UBS Asset Management Americas Inc | 27,528 | $527.7K | 0.00% | −26,703−49.2% | Reduced |
| SkyView Investment Advisors, LLC | 27,695 | $531.0K | 0.07% | +415+1.5% | Added |
| Tectonic Advisors LLC | 29,550 | $566.5K | 0.03% | −246−0.8% | Reduced |
| Bank of America Corp | 31,200 | $598.1K | 0.00% | −8,321−21.1% | Reduced |
| Group One Trading, L.P. | 32,223 | $617.7K | 0.02% | +31,481+4,242.7% | Added |
| Gsa Capital Partners LLP | 34,255 | $657.0K | 0.05% | +7,641+28.7% | Added |
| Rhumbline Advisers | 34,621 | $663.7K | 0.00% | −672−1.9% | Reduced |
| State of Wisconsin Investment Board | 35,556 | $681.6K | 0.00% | +1,194+3.5% | Added |
| Two Sigma Investments, LP | 37,282 | $714.7K | 0.00% | +9,006+31.9% | Added |
| BNP Paribas Arbitrage, SA | 38,025 | $728.9K | 0.00% | −38,670−50.4% | Reduced |
| Prospera Financial Services Inc | 38,447 | $737.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 40,083 | $768.0K | 0.00% | −9,310−18.8% | Reduced |
| Swiss National Bank | 42,923 | $822.8K | 0.00% | 00.0% | Unchanged |