TiptreeTIPT
13F holders, Q1 2025 (March 31)138holders +12
24new positions
12sold out
6famous investors
$24.09avg. 13F price*
At the end of Q1 2025, 138 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, up 12 from Q4 2024. 24 opened new positions and 12 sold out. The largest holders were Dimensional Fund Advisors LP ($58.3M), BlackRock, Inc. ($55.9M) and Vanguard Group Inc. ($31.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tiptree Inc.
- CUSIP
- 88822Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $6.2M |
| Exits | 12 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 847,699 shares bought and 1,539,582 shares sold, net −691,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.1% | 2,422,147 | $58.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 2,322,200 | $55.9M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 1,291,675 | $31.1M |
| Breach Inlet Capital Management, LLC | 10.85% | Add +10.9% | 788,909 | $19.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 573,287 | $13.8M |
| State Street Corp. | 0.00% | Add +2.3% | 524,947 | $12.6M |
| Kennedy Capital Management LLC | 0.25% | Add +60.5% | 438,316 | $10.6M |
| Royce & Associates LP | 0.11% | Reduce -18.1% | 429,297 | $10.3M |
| Heartland Advisors Inc. | 0.41% | Reduce -7.7% | 300,000 | $7.2M |
| TCW Group Inc. | 0.06% | No change | 281,883 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -7.1% | 242,953 | $5.9M |
| Hillsdale Investment Management Inc. | 0.28% | Add +3.5% | 229,777 | $5.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 222,665 | $5.4M |
| Nuveen, LLC | 0.00% | — | 221,934 | $5.3M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -16.9% | 210,640 | $5.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.8% | 183,423 | $4.4M |
| Morgan Stanley | 0.00% | Add +7.3% | 170,161 | $4.1M |
| Millennium Management | 0.00% | Add +43.3% | 167,964 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 160,960 | $3.9M |
| Cannell Capital LLC | 1.21% | Reduce -72.8% | 148,416 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.8% | 143,330 | $3.5M |
| Empowered Funds, LLC | 0.04% | Add +1.9% | 120,640 | $2.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +17.2% | 99,664 | $2.4M |
| Steamboat Capital Partners, LLC | 0.69% | Reduce -1.9% | 94,207 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.4% | 88,931 | $2.1M |
| Hodges Capital Management Inc. | 0.21% | Reduce -48.7% | 86,659 | $2.1M |
| Ancora Advisors LLC | 0.04% | Reduce -13.8% | 83,156 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -29.4% | 77,900 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.5% | 76,147 | $1.8M |
| Cove Street Capital, LLC | 2.77% | Reduce -12.9% | 72,988 | $1.8M |
| Citadel Advisors | 0.00% | Add +229.1% | 71,307 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +32.4% | 68,827 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -1.6% | 66,771 | $1.6M |
| Barclays PLC | 0.00% | Reduce -19.9% | 64,518 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -1.1% | 55,984 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 55,000 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +0.3% | 54,822 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +12.3% | 54,580 | $1.3M |
| UBS Group AG | 0.00% | Add +53.2% | 52,397 | $1.3M |
| Swiss National Bank | 0.00% | No change | 47,023 | $1.1M |
| Algert Global LLC | 0.03% | No change | 43,812 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +41.9% | 43,668 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -1.8% | 40,710 | $981K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.0% | 39,869 | $960K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.3% | 38,447 | $926K |
| State of Wisconsin Investment Board | 0.00% | Add +8.5% | 36,788 | $886K |
| Rhumbline Advisers | 0.00% | Reduce -23.7% | 36,692 | $884K |
| Two Sigma Investments, LP | 0.00% | Reduce -49.1% | 35,854 | $864K |
| Man Group plc | 0.00% | Add +106.9% | 35,111 | $846K |
| Bank of America Corp. | 0.00% | Reduce -30.5% | 34,684 | $836K |
| Tectonic Advisors LLC | 0.05% | Add +8.2% | 31,545 | $760K |
| Raffles Associates LP | 0.90% | No change | 30,801 | $742K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 29,655 | $714K |
| Voya Investment Management LLC | 0.00% | Add +28.4% | 27,981 | $674K |
| Meixler Investment Management, Ltd. | 0.45% | Reduce -0.9% | 27,041 | $651K |
| SkyView Investment Advisors, LLC | 0.10% | Add +0.5% | 26,772 | $645K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 26,598 | $641K |
| State of Wyoming | 0.08% | Reduce -17.0% | 26,116 | $629K |
| HSBC Holdings PLC | 0.00% | Reduce -2.2% | 25,411 | $621K |
| Alliancebernstein L.P. | 0.00% | Add +7.7% | 25,363 | $611K |
| Jane Street Group, LLC | 0.00% | Add +129.6% | 25,003 | $602K |
| American Century Companies Inc. | 0.00% | New | 24,376 | $587K |
| Voleon Capital Management LP | 0.04% | Add +12.7% | 23,521 | $567K |
| Citigroup Inc. | 0.00% | Add +3.2% | 22,825 | $550K |
| California State Teachers Retirement System | 0.00% | No change | 22,391 | $539K |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 22,111 | $533K |
| PDT Partners, LLC | 0.04% | Add +11.7% | 21,694 | $523K |
| Wells Fargo & Company | 0.00% | Add +51.9% | 21,398 | $515K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 21,067 | $508K |
| NFC Investments, LLC | 0.15% | Reduce -5.5% | 20,746 | $500K |
| Sanders Morris Harris LLC | 0.08% | Reduce -20.0% | 20,000 | $482K |
| SG Americas Securities, LLC | 0.00% | Add +21.3% | 18,781 | $452K |
| Deutsche Bank AG | 0.00% | Reduce -29.9% | 18,722 | $451K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.8% | 17,780 | $428K |
| AQR Capital Management | 0.00% | New | 17,583 | $424K |
| HRT Financial LP | 0.00% | New | 16,934 | $407K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.3% | 16,777 | $404K |
| Gsa Capital Partners LLP | 0.04% | Reduce -57.9% | 16,501 | $398K |
| Janus Henderson Group PLC | 0.00% | Reduce -6.5% | 17,051 | $397K |
| Trexquant Investment LP | 0.00% | Add +16.2% | 15,361 | $370K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 15,055 | $363K |
| BBR Partners, LLC | 0.03% | No change | 15,000 | $361K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,742 | $355K |
| Renaissance Technologies | 0.00% | Reduce -36.1% | 14,700 | $354K |
| Boston Partners | 0.00% | Reduce -41.5% | 14,655 | $353K |
| Virtu Financial LLC | 0.02% | New | 14,290 | $344K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 14,000 | $337K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.5% | 13,814 | $333K |
| Intech Investment Management LLC | 0.00% | Add +19.4% | 12,822 | $309K |
| Advisory Services Network, LLC | 0.01% | New | 12,409 | $299K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 12,339 | $297K |
| Martingale Asset Management L P | 0.01% | New | 12,210 | $294K |
| Balyasny Asset Management L.P. | 0.00% | New | 12,071 | $291K |
| Kingsview Wealth Management, LLC | 0.01% | New | 11,929 | $287K |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.0% | 11,071 | $267K |
| Jump Financial, LLC | 0.00% | New | 10,278 | $248K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 10,232 | $246K |
| Royal Bank of Canada | 0.00% | Add +8.3% | 10,107 | $243K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 9,510 | $229K |
| New York State Common Retirement Fund | 0.00% | No change | 8,715 | $210K |
"% of holder's portfolio" is TIPT's weight in each manager's 13F, not the share of Tiptree Inc. the manager owns.