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, Q2 2026
Institutional positions in Tiptree Inc. as of Jun 30, 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
- 140
- 0 vs. Q1 2026
- Shares held
- 16.8M
- +153.0K (+0.9%) vs. Q1 2026
- Total value
- $301.0M
- +$19.3M (+6.9%) vs. Q1 2026
- New holders
- 24
- 59 more added
- Sold out
- 24
- 33 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Tiptree Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −49−79.0% | Reduced |
| Smartleaf Asset Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $36 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $54 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 7 | $125 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $198 | 0.00% | −5−31.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 13 | $233 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 14 | $251 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $359 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 26 | $466 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 26 | $466 | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 27 | $485 | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 30 | $536 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 35 | $628 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 52 | $932 | 0.00% | +52 | New |
| Jones Financial Companies LLLP | 67 | $1.19K | 0.00% | +67 | New |
| True Wealth Design, LLC | 71 | $1.27K | 0.00% | +61+610.0% | Added |
| Parallel Advisors, LLC | 72 | $1.29K | 0.00% | +72 | New |
| Basecamp Wealth Advisors LLC | 75 | $1.34K | 0.00% | +30+66.7% | Added |
| US Bancorp | 109 | $1.95K | 0.00% | +83+319.2% | Added |
| Farther Finance Advisors, LLC | 152 | $2.72K | 0.00% | +2+1.3% | Added |
| GAMMA Investing LLC | 153 | $2.74K | 0.00% | +49+47.1% | Added |
| Optiver Holding B.V. | 179 | $3.21K | 0.00% | −8−4.3% | Reduced |
| Rialto Wealth Management, LLC | 220 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 243 | $4.36K | 0.00% | +157+182.6% | Added |
| The PNC Financial Services Group, Inc. | 300 | $5.38K | 0.00% | +132+78.6% | Added |
| EverSource Wealth Advisors, LLC | 323 | $5.79K | 0.00% | +116+56.0% | Added |
| Essential Partners LLC | 354 | $6.34K | 0.00% | +229+183.2% | Added |
| Simplex Trading, LLC | 437 | $7.83K | 0.00% | +437 | New |
| Sterling Capital Management LLC | 476 | $8.53K | 0.00% | −124−20.7% | Reduced |
| IFP Advisors, Inc | 512 | $9.18K | 0.00% | +505+7,214.3% | Added |
| Nisa Investment Advisors, LLC | 570 | $10.2K | 0.00% | +549+2,614.3% | Added |
| Advisor Group Holdings, Inc. | 672 | $12.0K | 0.00% | −89−11.7% | Reduced |
| Harbor Capital Advisors, Inc. | 842 | $15.0K | 0.00% | +277+49.0% | Added |
| Allworth Financial LP | 903 | $16.2K | 0.00% | +773+594.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,064 | $19.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,182 | $21.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,370 | $24.0K | 0.00% | +905+194.6% | Added |
| Quantbot Technologies LP | 1,869 | $33.5K | 0.00% | +1,869 | New |
| Ameritas Investment Partners, Inc. | 2,311 | $41.4K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 2,717 | $48.7K | 0.02% | +2,717 | New |
| Larson Financial Group LLC | 3,073 | $55.1K | 0.00% | −602−16.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,737 | $67.0K | 0.00% | +1,724+85.6% | Added |
| Vanguard Investments Australia, Ltd. | 4,323 | $77.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,800 | $86.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $96.8K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,102 | $109.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $125.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,315 | $131.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,344 | $167.4K | 0.00% | −159,450−94.5% | Reduced |
| Vanguard Global Advisers, LLC | 10,018 | $179.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 10,637 | $190.6K | 0.00% | −4,179−28.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,832 | $194.1K | 0.00% | −362−3.2% | Reduced |
| Gsa Capital Partners LLP | 11,164 | $200.0K | 0.01% | −8,999−44.6% | Reduced |
| Aquatic Capital Management LLC | 11,240 | $201.4K | 0.01% | −3,202−22.2% | Reduced |
| Fortis Capital Management LLC | 12,023 | $215.5K | 0.02% | +12,023 | New |
| Wealth Enhancement Advisory Services, LLC | 11,792 | $216.5K | 0.00% | +11,792 | New |
| Virtu Financial LLC | 12,404 | $222.0K | 0.01% | +12,404 | New |
| MetLife Investment Management | 13,414 | $240.4K | 0.00% | +592+4.6% | Added |
| Legal & General Group Plc | 13,638 | $244.4K | 0.00% | +289+2.2% | Added |
| Cerity Partners LLC | 13,772 | $246.8K | 0.00% | +13,772 | New |
| Citigroup Inc | 13,806 | $247.4K | 0.00% | +9,070+191.5% | Added |
| Vanguard Asset Management, Ltd | 16,207 | $290.4K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 18,058 | $323.6K | 0.02% | −100−0.6% | Reduced |
| Price T Rowe Associates Inc | 19,496 | $350.0K | 0.00% | +620+3.3% | Added |
| Engineers Gate Manager LP | 19,910 | $356.8K | 0.00% | −2,048−9.3% | Reduced |
| Graham Capital Management, L.P. | 20,553 | $368.3K | 0.01% | +8,055+64.5% | Added |
| Deutsche Bank AG | 21,892 | $392.3K | 0.00% | +1,473+7.2% | Added |
| Mariner, LLC | 21,926 | $392.9K | 0.00% | +21,926 | New |
| Winton Group Ltd | 22,927 | $410.9K | 0.01% | +22,927 | New |
| UBS Asset Management Americas Inc | 26,044 | $466.7K | 0.00% | −1,734−6.2% | Reduced |
| Wells Fargo & Company | 27,538 | $493.5K | 0.00% | +11,012+66.6% | Added |
| Numerai GP LLC | 28,828 | $516.6K | 0.04% | +6,347+28.2% | Added |
| State of Wisconsin Investment Board | 29,406 | $527.0K | 0.00% | +15,114+105.8% | Added |
| Rhumbline Advisers | 29,920 | $536.2K | 0.00% | +1,150+4.0% | Added |
| Alliancebernstein L.P. | 31,850 | $538.9K | 0.00% | +6,320+24.8% | Added |
| Mangrove Partners | 30,199 | $541.2K | 0.04% | +30,199 | New |
| BNP Paribas Arbitrage, SA | 30,270 | $542.4K | 0.00% | −1,111−3.5% | Reduced |
| Bleakley Financial Group, LLC | 30,593 | $548.2K | 0.01% | −1,343−4.2% | Reduced |
| Ieq Capital, LLC | 31,429 | $563.2K | 0.00% | +31,429 | New |
| LPL Financial LLC | 32,953 | $590.5K | 0.00% | +16,723+103.0% | Added |
| Marshall Wace, LLP | 33,208 | $595.1K | 0.00% | −8,719−20.8% | Reduced |
| California State Teachers Retirement System | 33,655 | $603.1K | 0.00% | +11,815+54.1% | Added |
| Point72 Asset Management, L.P. | 34,882 | $625.1K | 0.00% | −26,036−42.7% | Reduced |
| Mercer Global Advisors Inc | 34,897 | $625.4K | 0.00% | +10,470+42.9% | Added |
| Steadtrust LLC | 36,274 | $650.0K | 0.33% | 00.0% | Unchanged |
| SEI Investments Co | 36,594 | $655.8K | 0.00% | −42,097−53.5% | Reduced |
| Quantinno Capital Management LP | 36,897 | $661.2K | 0.00% | +17,014+85.6% | Added |
| Prospera Financial Services Inc | 38,412 | $688.3K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 38,425 | $688.6K | 0.09% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 39,625 | $710.1K | 0.01% | +6,625+20.1% | Added |
| Creative Planning | 40,835 | $731.8K | 0.00% | +18,386+81.9% | Added |
| Invesco Ltd. | 42,832 | $767.5K | 0.00% | −11,781−21.6% | Reduced |
| Prelude Capital Management, LLC | 44,429 | $796.2K | 0.06% | −9,030−16.9% | Reduced |
| Swiss National Bank | 45,523 | $815.8K | 0.00% | +1,100+2.5% | Added |
| Bank of America Corp | 47,634 | $853.6K | 0.00% | +6,263+15.1% | Added |
| Barclays PLC | 52,092 | $933.5K | 0.00% | −3,221−5.8% | Reduced |
| CenterBook Partners LP | 53,181 | $953.0K | 0.05% | +19,308+57.0% | Added |
| Raffles Associates LP | 55,801 | $1.00M | 0.85% | 00.0% | Unchanged |