TiptreeTIPT

13F holders, Q4 2025 (December 31)
139holders −4
19new positions
20sold out
6famous investors
$18.27avg. 13F price*

At the end of Q4 2025, 139 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, down 4 from Q3 2025. 19 opened new positions and 20 sold out. The largest holders were Dimensional Fund Advisors LP ($38.6M), BlackRock, Inc. ($38.1M) and Veradace Capital Management LLC ($26.0M). 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 Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$4.6M
Exits20$6.1M

All 13F filers, Q3 2025 → Q4 2025: 2,329,889 shares bought and 685,275 shares sold, net +1,644,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Dimensional Fund Advisors LP 0.01% Reduce -2.8% 2,113,419 $38.6M
BlackRock, Inc. 0.00% Reduce -0.1% 2,085,758 $38.1M
Veradace Capital Management LLC 17.93% — 1,423,192 $26.0M
Vanguard Group Inc. 0.00% Add +3.9% 1,404,273 $25.7M
Geode Capital Management, LLC 0.00% Add +0.1% 601,550 $11.0M
Millennium Management 0.01% Add +66.5% 531,619 $9.7M
State Street Corp. 0.00% Add +0.4% 530,632 $9.7M
Steamboat Capital Partners, LLC 2.48% Add +24.6% 493,854 $9.0M
Kennedy Capital Management LLC 0.19% Add +0.0% 482,880 $8.8M
Royce & Associates LP 0.08% Reduce -0.5% 441,256 $8.1M
Goldman Sachs Group Inc. 0.00% Add +309.6% 403,398 $7.4M
Heartland Advisors Inc. 0.39% Add +4.1% 400,000 $7.3M
Morgan Stanley 0.00% Add +62.2% 291,076 $5.3M
Algert Global LLC 0.07% Add +400.5% 258,691 $4.7M
TCW Group Inc. 0.03% No change 244,183 $4.5M
AQR Capital Management 0.00% Add +93.3% 215,231 $3.9M
Qube Research & Technologies Ltd 0.01% Add +66.5% 209,713 $3.8M
Bridgeway Capital Management, LLC 0.08% No change 209,019 $3.8M
Nuveen, LLC 0.00% Add +12.7% 208,895 $3.8M
Susquehanna International Group, LLP 0.00% Reduce -10.9% 193,323 $3.5M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 193,102 $3.5M
Northern Trust Corp. 0.00% Reduce -6.9% 191,685 $3.5M
Jane Street Group, LLC 0.00% Reduce -2.6% 177,729 $3.2M
JPMorgan Chase & Co. 0.00% Add +17.0% 176,983 $3.2M
Point72 Asset Management 0.00% Add +1141.4% 160,140 $2.9M
D. E. Shaw & Co. 0.00% Add +116.0% 139,615 $2.6M
Marshall Wace, LLP 0.00% Add +1224.5% 137,576 $2.5M
Russell Investments Group, Ltd. 0.00% Add +0.1% 131,173 $2.4M
Empowered Funds, LLC 0.04% No change 119,019 $2.2M
Citadel Advisors 0.00% Reduce -35.1% 106,743 $2.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +573.5% 99,287 $1.8M
Bank of New York Mellon Corp 0.00% Add +6.8% 95,566 $1.7M
Hodges Capital Management Inc. 0.14% Reduce -2.1% 88,911 $1.6M
American Century Companies Inc. 0.00% Add +77.8% 88,524 $1.6M
Tudor Investment Corporation 0.01% Add +6.9% 86,289 $1.6M
Barclays PLC 0.00% Add +22.5% 81,306 $1.5M
ExodusPoint Capital Management, LP 0.02% Add +667.1% 77,201 $1.4M
UBS Group AG 0.00% Add +44.2% 74,491 $1.4M
Gabelli Funds LLC 0.01% Reduce -6.4% 73,279 $1.3M
BNP Paribas Financial Markets 0.00% Add +71.7% 65,271 $1.2M
Teacher Retirement System of Texas 0.00% Add +22.0% 61,853 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -20.8% 54,492 $996K
Invesco Ltd. 0.00% Reduce -0.3% 51,362 $938K
Two Sigma Investments, LP 0.00% Add +33.8% 49,871 $911K
CenterBook Partners LP 0.04% Add +119.4% 48,051 $878K
Man Group plc 0.00% Reduce -45.5% 47,278 $864K
Swiss National Bank 0.00% Add +3.5% 44,423 $812K
Group One Trading LLC 0.02% Add +36.5% 43,968 $803K
Bank of America Corp. 0.00% Add +34.8% 42,070 $769K
Raffles Associates LP 0.56% Reduce -21.2% 40,801 $745K
IMC-Chicago, LLC 0.01% Add +115.3% 39,739 $726K
Sei Investments Co. 0.00% New 39,577 $723K
Prospera Financial Services Inc 0.01% Reduce -0.1% 38,412 $702K
Verition Fund Management LLC 0.00% Add +152.8% 36,555 $668K
Steadtrust LLC 0.41% Add +90.9% 36,274 $663K
Wells Fargo & Company 0.00% Add +41.0% 33,913 $620K
Simplex Trading, LLC 0.02% Add +77.5% 33,069 $604K
Tectonic Advisors LLC 0.03% Add +4.1% 30,759 $562K
DLD Asset Management, LP 0.19% Add +43.1% 29,614 $541K
Rhumbline Advisers 0.00% Reduce -15.0% 29,429 $538K
Ancora Advisors LLC 0.01% Reduce -69.5% 28,547 $522K
SkyView Investment Advisors, LLC 0.06% Add +0.9% 27,933 $510K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.3% 27,618 $505K
Y-Intercept (Hong Kong) Ltd 0.01% New 25,875 $473K
Alliancebernstein L.P. 0.00% No change 25,542 $467K
Susquehanna Fundamental Investments, LLC 0.02% New 25,407 $464K
Mercer Global Advisors Inc. 0.00% Add +6.5% 24,962 $456K
Diametric Capital, LP 0.12% New 24,513 $448K
HSBC Holdings PLC 0.00% New 23,844 $436K
NFC Investments, LLC 0.11% No change 22,246 $406K
Quantinno Capital Management LP 0.00% Add +17.9% 22,066 $403K
California State Teachers Retirement System 0.00% Reduce -0.1% 22,015 $402K
State of Wisconsin Investment Board 0.00% Reduce -39.0% 21,691 $396K
Bluefin Capital Management, LLC 0.11% New 20,776 $380K
FMR LLC 0.00% Add +1390.3% 20,507 $375K
Magnetar Financial LLC 0.00% Add +75.2% 19,530 $357K
Legal & General Group Plc 0.00% Reduce -0.6% 18,610 $340K
Deutsche Bank AG 0.00% Reduce -0.7% 17,761 $324K
Smith, Moore & Co. 0.02% Add +9.6% 17,158 $313K
OneDigital Investment Advisors LLC 0.00% Add +0.3% 16,473 $301K
Gsa Capital Partners LLP 0.02% Reduce -54.7% 15,529 $284K
LPL Financial LLC 0.00% New 15,030 $275K
Brevan Howard Capital Management LP 0.01% New 14,306 $261K
Bleakley Financial Group, LLC 0.00% New 14,301 $261K
Boston Partners 0.00% Reduce -11.0% 13,860 $253K
Citigroup Inc. 0.00% Add +25.7% 13,748 $251K
PDT Partners, LLC 0.02% Reduce -40.1% 13,579 $248K
T. Rowe Price Associates Inc. 0.00% Add +2.3% 13,020 $238K
Franklin Resources Inc. 0.00% New 12,936 $236K
Aquatic Capital Management LLC 0.01% New 12,712 $232K
Martingale Asset Management L P 0.01% Add +0.0% 12,218 $223K
ARS Investment Partners, LLC 0.01% Reduce -36.7% 11,935 $218K
MetLife Investment Management, LLC 0.00% Reduce -18.6% 11,245 $205K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.0% 10,922 $200K
AlphaQuest LLC 0.01% Add +23.3% 9,466 $173K
New York State Common Retirement Fund 0.00% No change 8,715 $159K
SG Americas Securities, LLC 0.00% New 8,408 $154K
Walleye Trading LLC 0.00% New 7,884 $144K
Los Angeles Capital Management LLC 0.00% New 7,940 $140K
STRS Ohio 0.00% Reduce -28.6% 7,500 $137K
Quarry LP 0.02% Reduce -4.2% 7,403 $135K
Police & Firemen's Retirement System of New Jersey 0.00% No change 7,000 $128K
State of Alaska, Department of Revenue 0.00% Add +230.0% 6,102 $110K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,399 $99K
KLP Kapitalforvaltning As 0.00% Add +20.0% 4,800 $88K
Cwm, LLC 0.00% Reduce -31.4% 2,881 $53K
Ameritas Investment Partners, Inc. 0.00% No change 2,311 $42K
Tower Research Capital LLC (TRC) 0.00% Add +51.8% 2,310 $42K
Steward Partners Investment Advisory, LLC 0.00% Reduce -36.2% 1,446 $26K
CANADA LIFE ASSURANCE Co 0.00% No change 1,182 $22K
Sterling Capital Management LLC 0.00% Reduce -13.9% 1,012 $18K
Rothschild Investment LLC 0.00% Add +10.0% 858 $16K
Versant Capital Management, Inc 0.00% Add +172.1% 830 $15K
Larson Financial Group LLC 0.00% Add +525.4% 788 $14K
Amalgamated Bank 0.00% Reduce -14.8% 740 $14K
Royal Bank of Canada 0.00% Add +65.1% 652 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.6% 304 $6K
EverSource Wealth Advisors, LLC 0.00% Add +1.0% 312 $6K
Farther Finance Advisors, LLC 0.00% Add +5580.0% 284 $5K
GAMMA Investing LLC 0.00% Reduce -17.5% 279 $5K
Osaic Holdings, Inc. 0.00% Reduce -73.8% 260 $5K
Essential Partners LLC 0.00% Add +100.8% 235 $4K
Rialto Wealth Management, LLC 0.00% No change 220 $4K
LRI Investments, LLC 0.00% No change 155 $3K
Allworth Financial LP 0.00% Add +26.1% 150 $3K
Optiver Holding B.V. 0.00% Reduce -8.6% 128 $2K
Covestor Ltd 0.00% Reduce -7.2% 116 $2K
Private Wealth Management Group, LLC 0.00% New 93 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 88 $2K
Arax Advisory Partners 0.00% Reduce -92.1% 87 $2K
MAI Capital Management 0.00% New 37 $676
True Wealth Design, LLC 0.00% Add +66.7% 30 $549
SJS Investment Consulting Inc. 0.00% New 29 $530
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -33.3% 26 $475
IFP Advisors, Inc 0.00% Reduce -26.7% 22 $402
PNC Financial Services Group, Inc. 0.00% New 5 $91
Nisa Investment Advisors, LLC 0.00% No change 4 $73
SBI Securities Co., Ltd. 0.00% No change 4 $73
Smartleaf Asset Management LLC 0.00% No change 1 $18

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