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, Q1 2026
Institutional positions in Tiptree Inc. as of Mar 31, 2026. 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
- 142
- +4 vs. Q4 2025
- Shares held
- 16.6M
- +1.38M (+9.0%) vs. Q4 2025
- Total value
- $281.7M
- +$2.70M (+1.0%) vs. Q4 2025
- New holders
- 30
- 45 more added
- Sold out
- 26
- 50 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $51 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $68 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $118 | 0.00% | −15−68.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $118 | 0.00% | +7 | New |
| True Wealth Design, LLC | 10 | $170 | 0.00% | −20−66.7% | Reduced |
| Bogart Wealth, LLC | 14 | $237 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 16 | $271 | 0.00% | −13−44.8% | Reduced |
| Nisa Investment Advisors, LLC | 21 | $355 | 0.00% | +17+425.0% | Added |
| Massmutual Trust Co FSB | 26 | $440 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 26 | $440 | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 35 | $593 | 0.00% | +35 | New |
| MAI Capital Management | 41 | $694 | 0.00% | +4+10.8% | Added |
| Basecamp Wealth Advisors LLC | 45 | $761 | 0.00% | +45 | New |
| Covestor Ltd | 62 | $1.00K | 0.00% | −54−46.6% | Reduced |
| Rothschild Investment LLC | 86 | $1.46K | 0.00% | −772−90.0% | Reduced |
| GAMMA Investing LLC | 104 | $1.76K | 0.00% | −175−62.7% | Reduced |
| Essential Partners LLC | 125 | $2.12K | 0.00% | −110−46.8% | Reduced |
| Allworth Financial LP | 130 | $2.20K | 0.00% | −20−13.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 92 | $2.22K | 0.00% | +92 | New |
| Ancora Advisors, LLC | 145 | $2.45K | 0.00% | −28,402−99.5% | Reduced |
| Farther Finance Advisors, LLC | 150 | $2.50K | 0.00% | −134−47.2% | Reduced |
| The PNC Financial Services Group, Inc. | 168 | $2.84K | 0.00% | +163+3,260.0% | Added |
| Optiver Holding B.V. | 187 | $3.16K | 0.00% | +59+46.1% | Added |
| LRI Investments, LLC | 190 | $3.21K | 0.00% | +35+22.6% | Added |
| EverSource Wealth Advisors, LLC | 207 | $3.50K | 0.00% | −105−33.7% | Reduced |
| Rialto Wealth Management, LLC | 220 | $3.72K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 465 | $8.00K | 0.00% | −187−28.7% | Reduced |
| Harbor Capital Advisors, Inc. | 565 | $10.0K | 0.00% | +261+85.9% | Added |
| Sterling Capital Management LLC | 600 | $10.2K | 0.00% | −412−40.7% | Reduced |
| Advisor Group Holdings, Inc. | 761 | $12.9K | 0.00% | +501+192.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,064 | $18.0K | 0.00% | −382−26.4% | Reduced |
| Great West Life Assurance Co | 1,182 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,013 | $34.1K | 0.00% | −297−12.9% | Reduced |
| CWM, LLC | 2,233 | $37.8K | 0.00% | −648−22.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,311 | $39.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,602 | $60.9K | 0.01% | +3,602 | New |
| Larson Financial Group LLC | 3,675 | $62.2K | 0.00% | +2,887+366.4% | Added |
| Vanguard Investments Australia, Ltd. | 4,323 | $73.1K | 0.00% | +4,323 | New |
| Citigroup Inc | 4,736 | $80.1K | 0.00% | −9,012−65.6% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $81.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $91.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,102 | $102.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $118.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,315 | $123.8K | 0.00% | −1,400−16.1% | Reduced |
| Advisory Services Network, LLC | 9,786 | $165.6K | 0.00% | +9,786 | New |
| Vanguard Global Advisers, LLC | 10,018 | $169.5K | 0.00% | +10,018 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,194 | $189.4K | 0.00% | +272+2.5% | Added |
| Verition Fund Management LLC | 11,927 | $201.8K | 0.00% | −24,628−67.4% | Reduced |
| Graham Capital Management, L.P. | 12,498 | $211.5K | 0.01% | +12,498 | New |
| MetLife Investment Management | 12,822 | $216.9K | 0.00% | +1,577+14.0% | Added |
| Legal & General Group Plc | 13,349 | $225.9K | 0.00% | −5,261−28.3% | Reduced |
| Boston Partners | 13,384 | $226.5K | 0.00% | −476−3.4% | Reduced |
| PDT Partners, LLC | 13,579 | $229.8K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,722 | $232.2K | 0.00% | +13,722 | New |
| State of Wisconsin Investment Board | 14,292 | $241.8K | 0.00% | −7,399−34.1% | Reduced |
| Aquatic Capital Management LLC | 14,442 | $244.4K | 0.01% | +1,730+13.6% | Added |
| FMR LLC | 14,816 | $250.7K | 0.00% | −5,691−27.8% | Reduced |
| Brevan Howard Capital Management LP | 15,596 | $263.9K | 0.00% | +1,290+9.0% | Added |
| Vanguard Asset Management, Ltd | 16,207 | $274.2K | 0.00% | +16,207 | New |
| LPL Financial LLC | 16,230 | $274.6K | 0.00% | +1,200+8.0% | Added |
| Wells Fargo & Company | 16,526 | $279.6K | 0.00% | −17,387−51.3% | Reduced |
| Resources Investment Advisors, LLC. | 16,963 | $287.0K | 0.00% | +490+3.0% | Added |
| Counterpoint Mutual Funds LLC | 17,711 | $299.7K | 0.05% | +17,711 | New |
| Smith, Moore & Co. | 18,158 | $307.2K | 0.02% | +1,000+5.8% | Added |
| Price T Rowe Associates Inc | 18,876 | $320.0K | 0.00% | +5,856+45.0% | Added |
| Quantinno Capital Management LP | 19,883 | $336.4K | 0.00% | −2,183−9.9% | Reduced |
| Gsa Capital Partners LLP | 20,163 | $341.0K | 0.02% | +4,634+29.8% | Added |
| Deutsche Bank AG | 20,419 | $345.5K | 0.00% | +2,658+15.0% | Added |
| California State Teachers Retirement System | 21,840 | $369.5K | 0.00% | −175−0.8% | Reduced |
| Engineers Gate Manager LP | 21,958 | $371.5K | 0.00% | +21,958 | New |
| Creative Planning | 22,449 | $379.8K | 0.00% | +22,449 | New |
| Numerai GP LLC | 22,481 | $380.4K | 0.04% | +22,481 | New |
| Mercer Global Advisors Inc | 24,427 | $413.3K | 0.00% | −535−2.1% | Reduced |
| Squarepoint Ops LLC | 24,543 | $415.3K | 0.00% | +24,543 | New |
| Alliancebernstein L.P. | 25,530 | $466.4K | 0.00% | −120.0% | Reduced |
| UBS Asset Management Americas Inc | 27,778 | $470.0K | 0.00% | +160+0.6% | Added |
| Martingale Asset Management L P | 28,118 | $475.8K | 0.01% | +15,900+130.1% | Added |
| Rhumbline Advisers | 28,770 | $486.8K | 0.00% | −659−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 28,861 | $488.0K | 0.07% | +928+3.3% | Added |
| VARCOV Co. | 30,565 | $517.2K | 0.19% | +30,565 | New |
| BNP Paribas Arbitrage, SA | 31,381 | $531.0K | 0.00% | −33,890−51.9% | Reduced |
| Bleakley Financial Group, LLC | 31,936 | $540.4K | 0.01% | +17,635+123.3% | Added |
| AYAL Capital Advisors Ltd | 32,523 | $550.3K | 0.28% | +32,523 | New |
| XTX Topco Ltd | 32,848 | $555.8K | 0.01% | +32,848 | New |
| Gamco Investors, Inc. Et Al | 33,000 | $558.4K | 0.01% | +33,000 | New |
| HSBC Holdings PLC | 32,962 | $560.4K | 0.00% | +9,118+38.2% | Added |
| CenterBook Partners LP | 33,873 | $573.1K | 0.03% | −14,178−29.5% | Reduced |
| Jump Financial, LLC | 34,585 | $585.2K | 0.01% | +34,585 | New |
| Steadtrust LLC | 36,274 | $613.8K | 0.35% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 36,377 | $615.5K | 0.01% | −40,824−52.9% | Reduced |
| Tudor Investment Corp Et Al | 37,269 | $630.6K | 0.00% | −49,020−56.8% | Reduced |
| Teacher Retirement System of Texas | 37,380 | $632.5K | 0.00% | −24,473−39.6% | Reduced |
| Prospera Financial Services Inc | 38,412 | $649.9K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 38,425 | $650.2K | 0.10% | +38,425 | New |
| Bank of America Corp | 41,371 | $700.0K | 0.00% | −699−1.7% | Reduced |
| Marshall Wace, LLP | 41,927 | $709.4K | 0.00% | −95,649−69.5% | Reduced |
| Swiss National Bank | 44,423 | $751.6K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 53,459 | $904.5K | 0.07% | +53,459 | New |
| Invesco Ltd. | 54,613 | $924.1K | 0.00% | +3,251+6.3% | Added |