Skip to main content

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, Q4 2025

Institutional positions in Tiptree Inc. as of Dec 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
139
0 vs. Q3 2025
Shares held
16.7M
+3.07M (+22.5%) vs. Q3 2025
Total value
$304.6M
+$43.8M (+16.8%) vs. Q3 2025
New holders
20
65 more added
Sold out
20
39 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 139 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 heldQ4 2025: $304.6M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q3 2025.

Institutions holding TIPT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP2,113,419$38.6M0.01%−61,652−2.8%Reduced
BlackRock, Inc.2,085,758$38.1M0.00%−1,803−0.1%Reduced
Veradace Capital Management LLC1,423,192$26.0M17.93%+1,423,192New
Vanguard Group Inc1,404,273$25.7M0.00%+52,571+3.9%Added
Geode Capital Management, LLC601,550$11.0M0.00%+645+0.1%Added
Millennium Management LLC531,619$9.71M0.01%+212,430+66.6%Added
State Street Corp530,632$9.69M0.00%+2,213+0.4%Added
Steamboat Capital Partners, LLC493,854$9.02M2.48%+97,474+24.6%Added
Kennedy Capital Management, Inc.482,880$8.82M0.19%+300.0%Added
Royce & Associates LP441,256$8.06M0.08%−2,005−0.5%Reduced
Goldman Sachs Group Inc403,398$7.37M0.00%+304,917+309.6%Added
Heartland Advisors Inc400,000$7.31M0.39%+15,845+4.1%Added
Morgan Stanley291,076$5.32M0.00%+111,581+62.2%Added
Algert Global LLC258,691$4.73M0.07%+207,009+400.5%Added
TCW Group Inc244,183$4.46M0.03%00.0%Unchanged
AQR Capital Management LLC215,231$3.93M0.00%+103,909+93.3%Added
Qube Research & Technologies Ltd209,713$3.83M0.01%+83,792+66.5%Added
Bridgeway Capital Management, LLC209,019$3.82M0.08%00.0%Unchanged
Nuveen, LLC208,895$3.82M0.00%+23,600+12.7%Added
Susquehanna International Group, LLP193,323$3.53M0.00%−23,610−10.9%Reduced
Charles Schwab Investment Management Inc193,102$3.53M0.00%+1,727+0.9%Added
Northern Trust Corp191,685$3.50M0.00%−14,154−6.9%Reduced
Jane Street Group, LLC177,729$3.25M0.00%−4,819−2.6%Reduced
JPMorgan Chase & Co176,983$3.23M0.00%+25,704+17.0%Added
Point72 Asset Management, L.P.160,140$2.93M0.00%+147,240+1,141.4%Added
D. E. Shaw & Co., Inc.139,615$2.55M0.00%+74,988+116.0%Added
Marshall Wace, LLP137,576$2.51M0.00%+127,189+1,224.5%Added
Russell Investments Group, Ltd.131,173$2.40M0.00%+71+0.1%Added
Empowered Funds, LLC119,019$2.17M0.04%00.0%Unchanged
Citadel Advisors LLC106,743$1.95M0.00%−57,713−35.1%Reduced
Arrowstreet Capital, Limited Partnership99,287$1.81M0.00%+84,545+573.5%Added
Bank of New York Mellon Corp95,566$1.75M0.00%+6,098+6.8%Added
Hodges Capital Management Inc.88,911$1.62M0.14%−1,900−2.1%Reduced
American Century Companies Inc88,524$1.62M0.00%+38,729+77.8%Added
Tudor Investment Corp Et Al86,289$1.58M0.01%+5,536+6.9%Added
Barclays PLC81,306$1.49M0.00%+14,920+22.5%Added
ExodusPoint Capital Management, LP77,201$1.41M0.02%+67,137+667.1%Added
UBS Group AG74,491$1.36M0.00%+22,836+44.2%Added
Gabelli Funds LLC73,279$1.34M0.01%−5,010−6.4%Reduced
BNP Paribas Arbitrage, SA65,271$1.19M0.00%+27,246+71.7%Added
Teacher Retirement System of Texas61,853$1.13M0.00%+11,140+22.0%Added
Connor, Clark & Lunn Investment Management Ltd.54,492$995.6K0.00%−14,325−20.8%Reduced
Invesco Ltd.51,362$938.4K0.00%−182−0.4%Reduced
Two Sigma Investments, LP49,871$911.1K0.00%+12,589+33.8%Added
CenterBook Partners LP48,051$877.9K0.04%+26,153+119.4%Added
Man Group plc47,278$863.8K0.00%−39,412−45.5%Reduced
Swiss National Bank44,423$811.6K0.00%+1,500+3.5%Added
Group One Trading, L.P.43,968$803.3K0.02%+11,745+36.4%Added
Bank of America Corp42,070$768.6K0.00%+10,870+34.8%Added
Raffles Associates LP40,801$745.4K0.56%−11,000−21.2%Reduced
IMC-Chicago, LLC39,739$726.0K0.01%+21,282+115.3%Added
SEI Investments Co39,577$723.1K0.00%+39,577New
Prospera Financial Services Inc38,412$701.8K0.01%−35−0.1%Reduced
Verition Fund Management LLC36,555$667.9K0.00%+22,096+152.8%Added
Steadtrust LLC36,274$662.7K0.41%+17,274+90.9%Added
Wells Fargo & Company33,913$619.6K0.00%+9,860+41.0%Added
Simplex Trading, LLC33,069$604.2K0.02%+14,437+77.5%Added
Tectonic Advisors LLC30,759$562.0K0.03%+1,209+4.1%Added
DLD Asset Management, LP29,614$541.0K0.06%+8,914+43.1%Added
Rhumbline Advisers29,429$537.7K0.00%−5,192−15.0%Reduced
Ancora Advisors, LLC28,547$521.6K0.01%−64,898−69.5%Reduced
SkyView Investment Advisors, LLC27,933$510.0K0.06%+238+0.9%Added
UBS Asset Management Americas Inc27,618$504.6K0.00%+90+0.3%Added
Y-Intercept (Hong Kong) Ltd25,875$472.7K0.01%+25,875New
Alliancebernstein L.P.25,542$466.7K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC25,407$464.2K0.02%+25,407New
Mercer Global Advisors Inc24,962$456.1K0.00%+1,520+6.5%Added
Diametric Capital, LP24,513$447.9K0.12%+24,513New
HSBC Holdings PLC23,844$435.6K0.00%+23,844New
NFC Investments, LLC22,246$406.0K0.11%00.0%Unchanged
Quantinno Capital Management LP22,066$403.1K0.00%+3,357+17.9%Added
California State Teachers Retirement System22,015$402.2K0.00%−21−0.1%Reduced
State of Wisconsin Investment Board21,691$396.3K0.00%−13,865−39.0%Reduced
Bluefin Capital Management, LLC20,776$379.6K0.11%+20,776New
FMR LLC20,507$374.7K0.00%+19,131+1,390.3%Added
Magnetar Financial LLC19,530$356.8K0.00%+8,383+75.2%Added
Legal & General Group Plc18,610$340.0K0.00%−119−0.6%Reduced
Deutsche Bank AG17,761$324.5K0.00%−133−0.7%Reduced
Smith, Moore & Co.17,158$313.5K0.02%+1,500+9.6%Added
Resources Investment Advisors, LLC.16,473$301.0K0.00%+42+0.3%Added
Gsa Capital Partners LLP15,529$284.0K0.02%−18,726−54.7%Reduced
LPL Financial LLC15,030$274.6K0.00%+15,030New
Brevan Howard Capital Management LP14,306$261.4K0.01%+14,306New
Bleakley Financial Group, LLC14,301$261.3K0.00%+14,301New
Boston Partners13,860$253.2K0.00%−1,709−11.0%Reduced
Citigroup Inc13,748$251.2K0.00%+2,814+25.7%Added
PDT Partners, LLC13,579$248.1K0.02%−9,104−40.1%Reduced
Price T Rowe Associates Inc13,020$238.0K0.00%+296+2.3%Added
Franklin Resources Inc12,936$236.3K0.00%+12,936New
Aquatic Capital Management LLC12,712$232.2K0.01%+12,712New
Martingale Asset Management L P12,218$223.2K0.01%+50.0%Added
ARS Investment Partners, LLC11,935$218.1K0.01%−6,915−36.7%Reduced
MetLife Investment Management11,245$205.4K0.00%−2,569−18.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.10,922$199.5K0.00%+105+1.0%Added
Quest Partners LLC9,466$172.9K0.01%+1,790+23.3%Added
New York State Common Retirement Fund8,715$159.2K0.00%00.0%Unchanged
SG Americas Securities, LLC8,408$154.0K0.00%+8,408New
Walleye Trading LLC7,884$144.0K0.00%+7,884New
Los Angeles Capital Management LLC7,940$139.6K0.00%+7,940New
STRS Ohio7,500$137.0K0.00%−3,000−28.6%Reduced