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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 1,869 | $33.5K | 0.00% | +1,869 | New |
| Royal Bank of Canada | 1,370 | $24.0K | 0.00% | +905+194.6% | Added |
| Great West Life Assurance Co | 1,182 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,064 | $19.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 903 | $16.2K | 0.00% | +773+594.6% | Added |
| Harbor Capital Advisors, Inc. | 842 | $15.0K | 0.00% | +277+49.0% | Added |
| Advisor Group Holdings, Inc. | 672 | $12.0K | 0.00% | −89−11.7% | Reduced |
| Nisa Investment Advisors, LLC | 570 | $10.2K | 0.00% | +549+2,614.3% | Added |
| IFP Advisors, Inc | 512 | $9.18K | 0.00% | +505+7,214.3% | Added |
| Sterling Capital Management LLC | 476 | $8.53K | 0.00% | −124−20.7% | Reduced |
| Simplex Trading, LLC | 437 | $7.83K | 0.00% | +437 | New |
| Essential Partners LLC | 354 | $6.34K | 0.00% | +229+183.2% | Added |
| EverSource Wealth Advisors, LLC | 323 | $5.79K | 0.00% | +116+56.0% | Added |
| The PNC Financial Services Group, Inc. | 300 | $5.38K | 0.00% | +132+78.6% | Added |
| Rothschild Investment LLC | 243 | $4.36K | 0.00% | +157+182.6% | Added |
| Rialto Wealth Management, LLC | 220 | $3.94K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 179 | $3.21K | 0.00% | −8−4.3% | Reduced |
| GAMMA Investing LLC | 153 | $2.74K | 0.00% | +49+47.1% | Added |
| Farther Finance Advisors, LLC | 152 | $2.72K | 0.00% | +2+1.3% | Added |
| US Bancorp | 109 | $1.95K | 0.00% | +83+319.2% | Added |
| Basecamp Wealth Advisors LLC | 75 | $1.34K | 0.00% | +30+66.7% | Added |
| Parallel Advisors, LLC | 72 | $1.29K | 0.00% | +72 | New |
| True Wealth Design, LLC | 71 | $1.27K | 0.00% | +61+610.0% | Added |
| Jones Financial Companies LLLP | 67 | $1.19K | 0.00% | +67 | New |
| Silver Grove Financial Group, Inc. | 52 | $932 | 0.00% | +52 | New |
| Parkside Financial Bank & Trust | 35 | $628 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $536 | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 27 | $485 | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 26 | $466 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 26 | $466 | 0.00% | +26 | New |
| Financial Consulate, Inc | 20 | $359 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 14 | $251 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $233 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 11 | $198 | 0.00% | −5−31.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $125 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $54 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 2 | $36 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −49−79.0% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −111,959−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −65,003−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −37,380−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,269−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,377−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −34,585−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −32,962−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,848−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −32,523−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −30,565−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −28,861−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −17,711−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −16,963−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,722−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,579−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −13,384−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,927−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,602−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |