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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $91.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,800 | $81.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,736 | $80.1K | 0.00% | −9,012−65.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,323 | $73.1K | 0.00% | +4,323 | New |
| Larson Financial Group LLC | 3,675 | $62.2K | 0.00% | +2,887+366.4% | Added |
| State of Wyoming | 3,602 | $60.9K | 0.01% | +3,602 | New |
| Ameritas Investment Partners, Inc. | 2,311 | $39.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,233 | $37.8K | 0.00% | −648−22.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,013 | $34.1K | 0.00% | −297−12.9% | Reduced |
| Great West Life Assurance Co | 1,182 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,064 | $18.0K | 0.00% | −382−26.4% | Reduced |
| Advisor Group Holdings, Inc. | 761 | $12.9K | 0.00% | +501+192.7% | Added |
| Sterling Capital Management LLC | 600 | $10.2K | 0.00% | −412−40.7% | Reduced |
| Harbor Capital Advisors, Inc. | 565 | $10.0K | 0.00% | +261+85.9% | Added |
| Royal Bank of Canada | 465 | $8.00K | 0.00% | −187−28.7% | Reduced |
| Rialto Wealth Management, LLC | 220 | $3.72K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 207 | $3.50K | 0.00% | −105−33.7% | Reduced |
| LRI Investments, LLC | 190 | $3.21K | 0.00% | +35+22.6% | Added |
| Optiver Holding B.V. | 187 | $3.16K | 0.00% | +59+46.1% | Added |
| The PNC Financial Services Group, Inc. | 168 | $2.84K | 0.00% | +163+3,260.0% | Added |
| Farther Finance Advisors, LLC | 150 | $2.50K | 0.00% | −134−47.2% | Reduced |
| Ancora Advisors, LLC | 145 | $2.45K | 0.00% | −28,402−99.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 92 | $2.22K | 0.00% | +92 | New |
| Allworth Financial LP | 130 | $2.20K | 0.00% | −20−13.3% | Reduced |
| Essential Partners LLC | 125 | $2.12K | 0.00% | −110−46.8% | Reduced |
| GAMMA Investing LLC | 104 | $1.76K | 0.00% | −175−62.7% | Reduced |
| Rothschild Investment LLC | 86 | $1.46K | 0.00% | −772−90.0% | Reduced |
| Covestor Ltd | 62 | $1.00K | 0.00% | −54−46.6% | Reduced |
| Basecamp Wealth Advisors LLC | 45 | $761 | 0.00% | +45 | New |
| MAI Capital Management | 41 | $694 | 0.00% | +4+10.8% | Added |
| Parkside Financial Bank & Trust | 35 | $593 | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 26 | $440 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 26 | $440 | 0.00% | +26 | New |
| Nisa Investment Advisors, LLC | 21 | $355 | 0.00% | +17+425.0% | Added |
| SJS Investment Consulting Inc. | 16 | $271 | 0.00% | −13−44.8% | Reduced |
| Bogart Wealth, LLC | 14 | $237 | 0.00% | +14 | New |
| True Wealth Design, LLC | 10 | $170 | 0.00% | −20−66.7% | Reduced |
| IFP Advisors, Inc | 7 | $118 | 0.00% | −15−68.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $118 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $51 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −193,323−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −88,911−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −54,492−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −47,278−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −43,968−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −39,739−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,069−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −30,759−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −29,614−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −25,407−100.0% | Sold out |
| NFC Investments, LLC | 0 | $0 | 0.00% | −22,246−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −20,776−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,530−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −12,936−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −11,935−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,466−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,408−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,940−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |