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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4 | $73 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $73 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5 | $91 | 0.00% | +5 | New |
| IFP Advisors, Inc | 22 | $402 | 0.00% | −8−26.7% | Reduced |
| Massmutual Trust Co FSB | 26 | $475 | 0.00% | −13−33.3% | Reduced |
| SJS Investment Consulting Inc. | 29 | $530 | 0.00% | +29 | New |
| True Wealth Design, LLC | 30 | $549 | 0.00% | +12+66.7% | Added |
| MAI Capital Management | 37 | $676 | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 87 | $1.59K | 0.00% | −1,015−92.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $1.61K | 0.00% | +88 | New |
| Private Wealth Management Group, LLC | 93 | $1.70K | 0.00% | +93 | New |
| Covestor Ltd | 116 | $2.00K | 0.00% | −9−7.2% | Reduced |
| Optiver Holding B.V. | 128 | $2.34K | 0.00% | −12−8.6% | Reduced |
| Allworth Financial LP | 150 | $2.74K | 0.00% | +31+26.1% | Added |
| LRI Investments, LLC | 155 | $2.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 220 | $4.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 235 | $4.29K | 0.00% | +118+100.9% | Added |
| Advisor Group Holdings, Inc. | 260 | $4.75K | 0.00% | −733−73.8% | Reduced |
| GAMMA Investing LLC | 279 | $5.10K | 0.00% | −59−17.5% | Reduced |
| Farther Finance Advisors, LLC | 284 | $5.19K | 0.00% | +279+5,580.0% | Added |
| EverSource Wealth Advisors, LLC | 312 | $5.70K | 0.00% | +3+1.0% | Added |
| Harbor Capital Advisors, Inc. | 304 | $6.00K | 0.00% | −5−1.6% | Reduced |
| Royal Bank of Canada | 652 | $12.0K | 0.00% | +257+65.1% | Added |
| Amalgamated Bank | 740 | $14.0K | 0.00% | −128−14.7% | Reduced |
| Larson Financial Group LLC | 788 | $14.4K | 0.00% | +662+525.4% | Added |
| Versant Capital Management, Inc | 830 | $15.2K | 0.00% | +525+172.1% | Added |
| Rothschild Investment LLC | 858 | $15.7K | 0.00% | +78+10.0% | Added |
| Sterling Capital Management LLC | 1,012 | $18.5K | 0.00% | −163−13.9% | Reduced |
| Great West Life Assurance Co | 1,182 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,446 | $26.4K | 0.00% | −819−36.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,310 | $42.2K | 0.00% | +788+51.8% | Added |
| Ameritas Investment Partners, Inc. | 2,311 | $42.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,881 | $53.0K | 0.00% | −1,319−31.4% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $87.7K | 0.00% | +800+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $98.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,102 | $110.0K | 0.00% | +4,253+230.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $127.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7,403 | $135.3K | 0.02% | −325−4.2% | Reduced |
| STRS Ohio | 7,500 | $137.0K | 0.00% | −3,000−28.6% | Reduced |
| Los Angeles Capital Management LLC | 7,940 | $139.6K | 0.00% | +7,940 | New |
| Walleye Trading LLC | 7,884 | $144.0K | 0.00% | +7,884 | New |
| SG Americas Securities, LLC | 8,408 | $154.0K | 0.00% | +8,408 | New |
| New York State Common Retirement Fund | 8,715 | $159.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 9,466 | $172.9K | 0.01% | +1,790+23.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,922 | $199.5K | 0.00% | +105+1.0% | Added |
| MetLife Investment Management | 11,245 | $205.4K | 0.00% | −2,569−18.6% | Reduced |
| ARS Investment Partners, LLC | 11,935 | $218.1K | 0.01% | −6,915−36.7% | Reduced |
| Martingale Asset Management L P | 12,218 | $223.2K | 0.01% | +50.0% | Added |
| Aquatic Capital Management LLC | 12,712 | $232.2K | 0.01% | +12,712 | New |
| Franklin Resources Inc | 12,936 | $236.3K | 0.00% | +12,936 | New |
| Price T Rowe Associates Inc | 13,020 | $238.0K | 0.00% | +296+2.3% | Added |
| PDT Partners, LLC | 13,579 | $248.1K | 0.02% | −9,104−40.1% | Reduced |
| Citigroup Inc | 13,748 | $251.2K | 0.00% | +2,814+25.7% | Added |
| Boston Partners | 13,860 | $253.2K | 0.00% | −1,709−11.0% | Reduced |
| Bleakley Financial Group, LLC | 14,301 | $261.3K | 0.00% | +14,301 | New |
| Brevan Howard Capital Management LP | 14,306 | $261.4K | 0.01% | +14,306 | New |
| LPL Financial LLC | 15,030 | $274.6K | 0.00% | +15,030 | New |
| Gsa Capital Partners LLP | 15,529 | $284.0K | 0.02% | −18,726−54.7% | Reduced |
| Resources Investment Advisors, LLC. | 16,473 | $301.0K | 0.00% | +42+0.3% | Added |
| Smith, Moore & Co. | 17,158 | $313.5K | 0.02% | +1,500+9.6% | Added |
| Deutsche Bank AG | 17,761 | $324.5K | 0.00% | −133−0.7% | Reduced |
| Legal & General Group Plc | 18,610 | $340.0K | 0.00% | −119−0.6% | Reduced |
| Magnetar Financial LLC | 19,530 | $356.8K | 0.00% | +8,383+75.2% | Added |
| FMR LLC | 20,507 | $374.7K | 0.00% | +19,131+1,390.3% | Added |
| Bluefin Capital Management, LLC | 20,776 | $379.6K | 0.11% | +20,776 | New |
| State of Wisconsin Investment Board | 21,691 | $396.3K | 0.00% | −13,865−39.0% | Reduced |
| California State Teachers Retirement System | 22,015 | $402.2K | 0.00% | −21−0.1% | Reduced |
| Quantinno Capital Management LP | 22,066 | $403.1K | 0.00% | +3,357+17.9% | Added |
| NFC Investments, LLC | 22,246 | $406.0K | 0.11% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,844 | $435.6K | 0.00% | +23,844 | New |
| Diametric Capital, LP | 24,513 | $447.9K | 0.12% | +24,513 | New |
| Mercer Global Advisors Inc | 24,962 | $456.1K | 0.00% | +1,520+6.5% | Added |
| Susquehanna Fundamental Investments, LLC | 25,407 | $464.2K | 0.02% | +25,407 | New |
| Alliancebernstein L.P. | 25,542 | $466.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 25,875 | $472.7K | 0.01% | +25,875 | New |
| UBS Asset Management Americas Inc | 27,618 | $504.6K | 0.00% | +90+0.3% | Added |
| SkyView Investment Advisors, LLC | 27,933 | $510.0K | 0.06% | +238+0.9% | Added |
| Ancora Advisors, LLC | 28,547 | $521.6K | 0.01% | −64,898−69.5% | Reduced |
| Rhumbline Advisers | 29,429 | $537.7K | 0.00% | −5,192−15.0% | Reduced |
| DLD Asset Management, LP | 29,614 | $541.0K | 0.06% | +8,914+43.1% | Added |
| Tectonic Advisors LLC | 30,759 | $562.0K | 0.03% | +1,209+4.1% | Added |
| Simplex Trading, LLC | 33,069 | $604.2K | 0.02% | +14,437+77.5% | Added |
| Wells Fargo & Company | 33,913 | $619.6K | 0.00% | +9,860+41.0% | Added |
| Steadtrust LLC | 36,274 | $662.7K | 0.41% | +17,274+90.9% | Added |
| Verition Fund Management LLC | 36,555 | $667.9K | 0.00% | +22,096+152.8% | Added |
| Prospera Financial Services Inc | 38,412 | $701.8K | 0.01% | −35−0.1% | Reduced |
| SEI Investments Co | 39,577 | $723.1K | 0.00% | +39,577 | New |
| IMC-Chicago, LLC | 39,739 | $726.0K | 0.01% | +21,282+115.3% | Added |
| Raffles Associates LP | 40,801 | $745.4K | 0.56% | −11,000−21.2% | Reduced |
| Bank of America Corp | 42,070 | $768.6K | 0.00% | +10,870+34.8% | Added |
| Group One Trading, L.P. | 43,968 | $803.3K | 0.02% | +11,745+36.4% | Added |
| Swiss National Bank | 44,423 | $811.6K | 0.00% | +1,500+3.5% | Added |
| Man Group plc | 47,278 | $863.8K | 0.00% | −39,412−45.5% | Reduced |
| CenterBook Partners LP | 48,051 | $877.9K | 0.04% | +26,153+119.4% | Added |
| Two Sigma Investments, LP | 49,871 | $911.1K | 0.00% | +12,589+33.8% | Added |
| Invesco Ltd. | 51,362 | $938.4K | 0.00% | −182−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,492 | $995.6K | 0.00% | −14,325−20.8% | Reduced |
| Teacher Retirement System of Texas | 61,853 | $1.13M | 0.00% | +11,140+22.0% | Added |
| BNP Paribas Arbitrage, SA | 65,271 | $1.19M | 0.00% | +27,246+71.7% | Added |