TiptreeTIPT
13F holders, Q4 2024 (December 31)126holders +9
14new positions
8sold out
4famous investors
$20.86avg. 13F price*
At the end of Q4 2024, 126 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, up 9 from Q3 2024. 14 opened new positions and 8 sold out. The largest holders were Dimensional Fund Advisors LP ($52.2M), BlackRock, Inc. ($49.6M) and Vanguard Group Inc. ($26.4M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Tiptree Inc.
- CUSIP
- 88822Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.2M |
| Exits | 8 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,303,467 shares bought and 1,065,085 shares sold, net +238,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.6% | 2,500,716 | $52.2M |
| BlackRock, Inc. | 0.00% | Add +9.7% | 2,379,251 | $49.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 1,263,302 | $26.4M |
| Breach Inlet Capital Management, LLC | 10.51% | Reduce -10.7% | 711,536 | $14.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 555,833 | $11.6M |
| Cannell Capital LLC | 2.34% | Reduce -28.1% | 544,619 | $11.4M |
| Royce & Associates LP | 0.10% | Add +15.0% | 524,247 | $10.9M |
| State Street Corp. | 0.00% | Add +3.8% | 512,932 | $10.7M |
| Heartland Advisors Inc. | 0.37% | No change | 325,000 | $6.8M |
| TCW Group Inc. | 0.05% | Reduce -22.4% | 281,883 | $5.9M |
| Kennedy Capital Management LLC | 0.13% | Add +55.2% | 273,014 | $5.7M |
| Invesco Ltd. | 0.00% | Add +395.9% | 261,563 | $5.5M |
| Bridgeway Capital Management, LLC | 0.12% | Reduce -12.6% | 253,413 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +89.5% | 230,579 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +9.6% | 226,469 | $4.7M |
| Hillsdale Investment Management Inc. | 0.23% | Add +0.5% | 221,977 | $4.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +6.2% | 207,973 | $4.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 184,823 | $3.9M |
| Hodges Capital Management Inc. | 0.21% | Add +35.5% | 168,853 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +539.0% | 159,492 | $3.3M |
| Morgan Stanley | 0.00% | Add +24.1% | 158,540 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +76.5% | 139,797 | $2.9M |
| Empowered Funds, LLC | 0.04% | Add +5.1% | 118,413 | $2.5M |
| Millennium Management | 0.00% | Reduce -4.5% | 117,226 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.6% | 111,154 | $2.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -0.9% | 110,300 | $2.3M |
| Ancora Advisors LLC | 0.04% | Reduce -0.2% | 96,493 | $2.0M |
| Steamboat Capital Partners, LLC | 0.62% | Reduce -2.0% | 96,033 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -29.3% | 95,094 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 95,048 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +28.6% | 85,034 | $1.8M |
| Cove Street Capital, LLC | 2.04% | Reduce -52.9% | 83,760 | $1.7M |
| Barclays PLC | 0.00% | Add +10.8% | 80,569 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Add +3.7% | 70,429 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -9.4% | 67,882 | $1.4M |
| North Star Investment Management Corp. | 0.10% | No change | 66,900 | $1.4M |
| Prelude Capital Management, LLC | 0.11% | Reduce -27.7% | 65,504 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +23.5% | 56,592 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.6% | 54,677 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +44.0% | 52,000 | $1.1M |
| Bank of America Corp. | 0.00% | Add +29.9% | 49,932 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.7% | 48,609 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +28.0% | 48,065 | $1.0M |
| Swiss National Bank | 0.00% | No change | 47,023 | $981K |
| Algert Global LLC | 0.02% | Reduce -8.0% | 43,812 | $914K |
| Teacher Retirement System of Texas | 0.00% | Add +4.3% | 41,444 | $865K |
| Gsa Capital Partners LLP | 0.06% | Reduce -53.8% | 39,207 | $818K |
| Prospera Financial Services Inc | 0.02% | No change | 38,547 | $804K |
| UBS Group AG | 0.00% | Reduce -0.6% | 34,210 | $714K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.3% | 33,907 | $707K |
| State of Wyoming | 0.08% | Reduce -21.3% | 31,471 | $656K |
| Raffles Associates LP | 0.69% | No change | 30,801 | $643K |
| Raymond James Financial Inc. | 0.00% | — | 30,778 | $642K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.9% | 29,479 | $615K |
| Tectonic Advisors LLC | 0.04% | Add +6.0% | 29,158 | $608K |
| Meixler Investment Management, Ltd. | 0.42% | New | 27,281 | $569K |
| Deutsche Bank AG | 0.00% | Add +57.0% | 26,704 | $557K |
| SkyView Investment Advisors, LLC | 0.09% | New | 26,641 | $556K |
| HSBC Holdings PLC | 0.00% | Add +31.7% | 25,980 | $544K |
| Boston Partners | 0.00% | Reduce -52.6% | 25,052 | $523K |
| Sanders Morris Harris LLC | 0.08% | Add +66.7% | 25,000 | $518K |
| Alliancebernstein L.P. | 0.00% | Add +25.0% | 23,560 | $491K |
| Renaissance Technologies | 0.00% | New | 23,000 | $480K |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 22,391 | $467K |
| Legal & General Group Plc | 0.00% | No change | 22,265 | $464K |
| Citigroup Inc. | 0.00% | Add +14.4% | 22,117 | $461K |
| NFC Investments, LLC | 0.13% | No change | 21,946 | $458K |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 21,795 | $455K |
| Citadel Advisors | 0.00% | Reduce -24.5% | 21,670 | $452K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,879 | $436K |
| Voleon Capital Management LP | 0.03% | — | 20,871 | $435K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 19,824 | $414K |
| PDT Partners, LLC | 0.04% | No change | 19,431 | $405K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +5.7% | 18,680 | $390K |
| Janus Henderson Group PLC | 0.00% | Reduce -6.0% | 18,238 | $380K |
| Man Group plc | 0.00% | Reduce -10.8% | 16,972 | $354K |
| OneDigital Investment Advisors LLC | 0.00% | New | 16,234 | $339K |
| SG Americas Securities, LLC | 0.00% | Add +23.5% | 15,485 | $323K |
| BBR Partners, LLC | 0.02% | No change | 15,000 | $313K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 14,431 | $301K |
| MetLife Investment Management, LLC | 0.00% | No change | 14,162 | $295K |
| Wells Fargo & Company | 0.00% | Add +31.9% | 14,087 | $294K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -22.0% | 13,400 | $280K |
| Trexquant Investment LP | 0.00% | Add +24.9% | 13,221 | $276K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 12,522 | $261K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 10,919 | $228K |
| Jane Street Group, LLC | 0.00% | Reduce -89.0% | 10,892 | $227K |
| Intech Investment Management LLC | 0.00% | New | 10,735 | $224K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.4% | 9,844 | $205K |
| T. Rowe Price Associates Inc. | 0.00% | New | 9,546 | $200K |
| Royal Bank of Canada | 0.00% | Reduce -91.5% | 9,332 | $195K |
| New York State Common Retirement Fund | 0.00% | No change | 8,715 | $182K |
| Caption Management, LLC | 0.01% | New | 8,168 | $170K |
| FMR LLC | 0.00% | Add +62.0% | 7,207 | $150K |
| AlphaQuest LLC | 0.02% | Reduce -26.3% | 5,614 | $117K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,404 | $113K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,399 | $113K |
| Aquatic Capital Management LLC | 0.00% | New | 4,061 | $85K |
| KLP Kapitalforvaltning As | 0.00% | — | 4,000 | $83K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.9% | 3,943 | $82K |
"% of holder's portfolio" is TIPT's weight in each manager's 13F, not the share of Tiptree Inc. the manager owns.