TiptreeTIPT

13F holders, Q2 2025 (June 30)
143holders +5
21new positions
17sold out
6famous investors
$23.58avg. 13F price*

At the end of Q2 2025, 143 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, up 5 from Q1 2025. 21 opened new positions and 17 sold out. The largest holders were Dimensional Fund Advisors LP ($53.6M), BlackRock, Inc. ($51.2M) and Vanguard Group Inc. ($31.3M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Tiptree Inc.
CUSIP
88822Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 110Q1 2024Q2 2024: 114Q2 2024Q3 2024: 117Q3 2024Q4 2024: 126Q4 2024Q1 2025: 138Q1 2025Q2 2025: 143Q2 2025Q3 2025: 143Q3 2025Q4 2025: 139Q4 2025Q1 2026: 142Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$5.7M
Exits17$13.0M

All 13F filers, Q1 2025 → Q2 2025: 1,238,984 shares bought and 1,209,489 shares sold, net +29,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 143 holders

Dimensional Fund Advisors LP 0.01% Reduce -6.2% 2,270,920 $53.6M
BlackRock, Inc. 0.00% Reduce -6.5% 2,170,931 $51.2M
Vanguard Group Inc. 0.00% Add +2.8% 1,328,355 $31.3M
Breach Inlet Capital Management, LLC 9.30% Add +1.9% 803,675 $19.0M
Geode Capital Management, LLC 0.00% Add +1.4% 581,461 $13.7M
State Street Corp. 0.00% Add +1.3% 531,527 $12.5M
Kennedy Capital Management LLC 0.28% Add +15.0% 503,923 $11.9M
Royce & Associates LP 0.10% Reduce -1.0% 425,007 $10.0M
Heartland Advisors Inc. 0.39% No change 300,000 $7.1M
TCW Group Inc. 0.05% Reduce -2.4% 275,183 $6.5M
Millennium Management 0.01% Add +46.9% 246,676 $5.8M
Citadel Advisors 0.00% Add +207.5% 219,271 $5.2M
Morgan Stanley 0.00% Add +27.1% 216,277 $5.1M
Bridgeway Capital Management, LLC 0.12% Reduce -1.0% 208,512 $4.9M
Northern Trust Corp. 0.00% Reduce -8.5% 203,764 $4.8M
JPMorgan Chase & Co. 0.00% Add +25.4% 201,871 $4.8M
Invesco Ltd. 0.00% Reduce -18.0% 199,202 $4.7M
Nuveen, LLC 0.00% Reduce -13.1% 192,860 $4.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.7% 182,119 $4.3M
Jane Street Group, LLC 0.01% Add +565.6% 166,425 $3.9M
Qube Research & Technologies Ltd 0.00% Add +25.4% 124,939 $2.9M
Susquehanna International Group, LLP 0.00% Add +208.3% 122,906 $2.9M
Empowered Funds, LLC 0.03% Reduce -1.8% 118,512 $2.8M
Goldman Sachs Group Inc. 0.00% Reduce -18.1% 117,385 $2.8M
UBS Group AG 0.00% Add +95.1% 102,222 $2.4M
Steamboat Capital Partners, LLC 0.62% Reduce -1.7% 92,588 $2.2M
Bank of New York Mellon Corp 0.00% Reduce -0.1% 88,807 $2.1M
Ancora Advisors LLC 0.04% No change 83,156 $2.0M
Man Group plc 0.00% Add +129.0% 80,400 $1.9M
Barclays PLC 0.00% Add +20.3% 77,603 $1.8M
BNP Paribas Financial Markets 0.00% Add +40.5% 76,695 $1.8M
Norges Bank 0.00% New 74,900 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +7.2% 73,770 $1.7M
Hodges Capital Management Inc. 0.16% Reduce -15.9% 72,866 $1.7M
First Trust Advisors LP 0.00% Add +5.2% 70,258 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -10.2% 68,382 $1.6M
D. E. Shaw & Co. 0.00% Add +8.3% 60,620 $1.4M
Federated Hermes, Inc. 0.00% Add +0.1% 54,896 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +82.9% 54,231 $1.3M
Algert Global LLC 0.03% Add +23.1% 53,927 $1.3M
Teacher Retirement System of Texas 0.01% Add +23.7% 50,340 $1.2M
HRT Financial LP 0.01% Add +191.7% 49,393 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -43.0% 44,400 $1.0M
Swiss National Bank 0.00% Reduce -8.7% 42,923 $1.0M
Cubist Systematic Strategies, LLC 0.01% Add +56.1% 41,528 $979K
American Century Companies Inc. 0.00% Add +66.6% 40,608 $958K
Bank of America Corp. 0.00% Add +13.9% 39,521 $932K
Raymond James Financial Inc. 0.00% Reduce -9.7% 39,456 $930K
Prospera Financial Services Inc 0.02% No change 38,447 $907K
Rhumbline Advisers 0.00% Reduce -3.8% 35,293 $832K
PEAK6 LLC 0.03% New 34,582 $815K
State of Wisconsin Investment Board 0.00% Reduce -6.6% 34,362 $810K
Raffles Associates LP 0.76% No change 30,801 $726K
Sanders Morris Harris LLC 0.17% Add +50.0% 30,000 $707K
Tectonic Advisors LLC 0.04% Reduce -5.5% 29,796 $703K
SkyView Investment Advisors, LLC 0.10% Add +1.9% 27,280 $669K
Two Sigma Investments, LP 0.00% Reduce -21.1% 28,276 $667K
Meixler Investment Management, Ltd. 0.44% Add +0.2% 27,086 $639K
Gsa Capital Partners LLP 0.04% Add +61.3% 26,614 $628K
PDT Partners, LLC 0.03% Add +19.8% 25,989 $613K
Alliancebernstein L.P. 0.00% Add +0.7% 25,542 $602K
Tudor Investment Corporation 0.00% Reduce -54.3% 25,154 $593K
Squarepoint Ops LLC 0.00% New 24,692 $582K
Cove Street Capital, LLC 0.84% Reduce -66.7% 24,315 $573K
Principal Financial Group Inc. 0.00% New 23,857 $563K
Citigroup Inc. 0.00% Add +1.2% 23,090 $544K
NFC Investments, LLC 0.15% Add +7.2% 22,246 $525K
California State Teachers Retirement System 0.00% Reduce -1.6% 22,035 $520K
Wells Fargo & Company 0.00% Reduce -0.6% 21,277 $502K
AQR Capital Management 0.00% Add +20.7% 21,229 $501K
Mercer Global Advisors Inc. 0.00% Add +0.2% 21,112 $498K
HSBC Holdings PLC 0.00% Reduce -21.6% 19,936 $473K
Legal & General Group Plc 0.00% Reduce -15.3% 18,729 $442K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 16,718 $394K
Corsair Capital Management, L.P. 0.07% New 15,000 $354K
Deutsche Bank AG 0.00% Reduce -20.8% 14,836 $350K
Arrowstreet Capital, Limited Partnership 0.00% No change 14,742 $348K
Boston Partners 0.00% Reduce -1.1% 14,500 $342K
Steadtrust LLC 0.26% — 14,000 $330K
Balyasny Asset Management L.P. 0.00% Add +15.6% 13,954 $329K
Intech Investment Management LLC 0.00% Add +8.5% 13,908 $328K
MetLife Investment Management, LLC 0.00% No change 13,814 $326K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.3% 12,895 $304K
Smith, Moore & Co. 0.03% New 12,783 $301K
T. Rowe Price Associates Inc. 0.00% Add +14.9% 12,724 $301K
Voleon Capital Management LP 0.02% Reduce -48.0% 12,240 $289K
Simplex Trading, LLC 0.01% New 12,224 $288K
Martingale Asset Management L P 0.01% Add +0.0% 12,213 $288K
Advisory Services Network, LLC 0.00% Reduce -0.0% 12,407 $258K
STRS Ohio 0.00% Add +156.1% 10,500 $248K
State Board of Administration of Florida Retirement System 0.00% No change 10,232 $241K
Creative Planning 0.00% New 10,062 $237K
Janus Henderson Group PLC 0.00% Reduce -44.3% 9,500 $224K
Royal Bank of Canada 0.00% Reduce -6.4% 9,462 $223K
Pekin Hardy Strauss, Inc. 0.03% New 9,300 $219K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.0% 9,222 $217K
Quantinno Capital Management LP 0.00% New 9,146 $216K
New York State Common Retirement Fund 0.00% No change 8,715 $206K
Voya Investment Management LLC 0.00% Reduce -69.0% 8,669 $204K
FMR LLC 0.00% Add +0.1% 8,330 $196K

"% of holder's portfolio" is TIPT's weight in each manager's 13F, not the share of Tiptree Inc. the manager owns.

Show all 143 holders