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 |
|---|---|---|---|---|---|
| Quarry LP | 7,403 | $135.3K | 0.02% | −325−4.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $127.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,102 | $110.0K | 0.00% | +4,253+230.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $98.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,800 | $87.7K | 0.00% | +800+20.0% | Added |
| CWM, LLC | 2,881 | $53.0K | 0.00% | −1,319−31.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $42.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,310 | $42.2K | 0.00% | +788+51.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,446 | $26.4K | 0.00% | −819−36.2% | Reduced |
| Great West Life Assurance Co | 1,182 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,012 | $18.5K | 0.00% | −163−13.9% | Reduced |
| Rothschild Investment LLC | 858 | $15.7K | 0.00% | +78+10.0% | Added |
| Versant Capital Management, Inc | 830 | $15.2K | 0.00% | +525+172.1% | Added |
| Larson Financial Group LLC | 788 | $14.4K | 0.00% | +662+525.4% | Added |
| Amalgamated Bank | 740 | $14.0K | 0.00% | −128−14.7% | Reduced |
| Royal Bank of Canada | 652 | $12.0K | 0.00% | +257+65.1% | Added |
| Harbor Capital Advisors, Inc. | 304 | $6.00K | 0.00% | −5−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 312 | $5.70K | 0.00% | +3+1.0% | Added |
| Farther Finance Advisors, LLC | 284 | $5.19K | 0.00% | +279+5,580.0% | Added |
| GAMMA Investing LLC | 279 | $5.10K | 0.00% | −59−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 260 | $4.75K | 0.00% | −733−73.8% | Reduced |
| Essential Partners LLC | 235 | $4.29K | 0.00% | +118+100.9% | Added |
| Rialto Wealth Management, LLC | 220 | $4.02K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 155 | $2.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 150 | $2.74K | 0.00% | +31+26.1% | Added |
| Optiver Holding B.V. | 128 | $2.34K | 0.00% | −12−8.6% | Reduced |
| Covestor Ltd | 116 | $2.00K | 0.00% | −9−7.2% | Reduced |
| Private Wealth Management Group, LLC | 93 | $1.70K | 0.00% | +93 | New |
| Northwestern Mutual Wealth Management Co | 88 | $1.61K | 0.00% | +88 | New |
| SRS Capital Advisors, Inc. | 87 | $1.59K | 0.00% | −1,015−92.1% | Reduced |
| MAI Capital Management | 37 | $676 | 0.00% | +37 | New |
| True Wealth Design, LLC | 30 | $549 | 0.00% | +12+66.7% | Added |
| SJS Investment Consulting Inc. | 29 | $530 | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 26 | $475 | 0.00% | −13−33.3% | Reduced |
| IFP Advisors, Inc | 22 | $402 | 0.00% | −8−26.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5 | $91 | 0.00% | +5 | New |
| Nisa Investment Advisors, LLC | 4 | $73 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $73 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −54,497−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,911−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −40,083−100.0% | Sold out |
| Meixler Investment Management, Ltd. | 0 | $0 | 0.00% | −26,711−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −26,021−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |