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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,200 | $81.0K | 0.00% | +2,655+171.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,159 | $79.7K | 0.01% | +2,545+157.7% | Added |
| KLP Kapitalforvaltning AS | 4,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,678 | $51.3K | 0.00% | −26−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $44.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,265 | $43.4K | 0.00% | −20−0.9% | Reduced |
| State of Alaska, Department of Revenue | 1,849 | $35.0K | 0.00% | +1,849 | New |
| Point72 (DIFC) Ltd | 1,530 | $29.3K | 0.00% | +1,072+234.1% | Added |
| Tower Research Capital LLC (TRC) | 1,522 | $29.2K | 0.00% | −759−33.3% | Reduced |
| FMR LLC | 1,376 | $26.4K | 0.00% | −6,954−83.5% | Reduced |
| Great West Life Assurance Co | 1,182 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,175 | $22.5K | 0.00% | +708+151.6% | Added |
| Macquarie Group Ltd | 1,144 | $21.9K | 0.00% | +1,144 | New |
| Advisor Group Holdings, Inc. | 993 | $21.7K | 0.00% | +73+7.9% | Added |
| SRS Capital Advisors, Inc. | 1,102 | $21.1K | 0.00% | +1,061+2,587.8% | Added |
| Quantbot Technologies LP | 990 | $19.0K | 0.00% | +990 | New |
| Amalgamated Bank | 868 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $15.0K | 0.00% | −40−4.9% | Reduced |
| Royal Bank of Canada | 395 | $8.00K | 0.00% | −9,067−95.8% | Reduced |
| GAMMA Investing LLC | 338 | $6.48K | 0.00% | +167+97.7% | Added |
| Harbor Capital Advisors, Inc. | 309 | $6.00K | 0.00% | +8+2.7% | Added |
| EverSource Wealth Advisors, LLC | 309 | $5.92K | 0.00% | −113−26.8% | Reduced |
| Versant Capital Management, Inc | 305 | $5.85K | 0.00% | +187+158.5% | Added |
| Aster Capital Management (DIFC) Ltd | 243 | $4.66K | 0.00% | +118+94.4% | Added |
| Rialto Wealth Management, LLC | 220 | $4.22K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 175 | $3.35K | 0.00% | +175 | New |
| LRI Investments, LLC | 155 | $2.97K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $2.68K | 0.00% | +140 | New |
| Larson Financial Group LLC | 126 | $2.42K | 0.00% | +83+193.0% | Added |
| Allworth Financial LP | 119 | $2.28K | 0.00% | +90+310.3% | Added |
| Essential Partners LLC | 117 | $2.24K | 0.00% | +116+11,600.0% | Added |
| Covestor Ltd | 125 | $2.00K | 0.00% | +26+26.3% | Added |
| Massmutual Trust Co FSB | 39 | $748 | 0.00% | +13+50.0% | Added |
| Clearstead Advisors, LLC | 38 | $729 | 0.00% | +38 | New |
| IFP Advisors, Inc | 30 | $575 | 0.00% | +6+25.0% | Added |
| Parkside Financial Bank & Trust | 25 | $480 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $403 | 0.00% | +21 | New |
| True Wealth Design, LLC | 18 | $346 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 5 | $96 | 0.00% | −73−93.6% | Reduced |
| Nisa Investment Advisors, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $77 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $19 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 1 | $19 | 0.00% | +1 | New |
| Breach Inlet Capital Management, LLC | 0 | $0 | 0.00% | −803,675−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −70,258−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −39,456−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −34,582−100.0% | Sold out |
| Cove Street Capital, LLC | 0 | $0 | 0.00% | −24,315−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −23,857−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −19,936−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,954−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,908−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −12,240−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −10,232−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −9,222−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −8,669−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,476−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |