TiptreeTIPT

13F holders, Q1 2026 (March 31)
142holders +3
24new positions
25sold out
7famous investors
$16.92avg. 13F price*

At the end of Q1 2026, 142 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, up 3 from Q4 2025. 24 opened new positions and 25 sold out. The largest holders were Dimensional Fund Advisors LP ($36.4M), BlackRock, Inc. ($34.5M) and Veradace Capital Management LLC ($31.2M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions24$8.2M
Exits25$13.1M

All 13F filers, Q4 2025 → Q1 2026: 2,331,329 shares bought and 2,349,536 shares sold, net −18,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 142 holders

Dimensional Fund Advisors LP 0.01% Add +1.7% 2,149,373 $36.4M
BlackRock, Inc. 0.00% Reduce -2.4% 2,036,413 $34.5M
Veradace Capital Management LLC 27.79% Add +29.6% 1,843,792 $31.2M
Vanguard Capital Management LLC 0.00% — 989,326 $16.7M
Steamboat Capital Partners, LLC 2.90% Add +39.7% 690,000 $11.7M
Geode Capital Management, LLC 0.00% Add +3.8% 624,144 $10.6M
State Street Corp. 0.00% Reduce -1.1% 524,547 $8.9M
Kennedy Capital Management LLC 0.18% Add +2.4% 494,489 $8.4M
Heartland Advisors Inc. 0.35% No change 400,000 $6.8M
Nuveen, LLC 0.00% Add +82.4% 381,118 $6.4M
Millennium Management 0.00% Reduce -39.2% 323,381 $5.5M
Gabelli Funds LLC 0.04% Add +329.4% 314,668 $5.3M
TCW Group Inc. 0.04% Add +20.5% 294,183 $5.0M
Morgan Stanley 0.00% Reduce -5.3% 275,740 $4.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +175.0% 273,061 $4.6M
Vanguard Portfolio Management LLC 0.00% — 224,568 $3.8M
Goldman Sachs Group Inc. 0.00% Reduce -45.0% 222,008 $3.8M
Bridgeway Capital Management, LLC 0.07% No change 209,019 $3.5M
Northern Trust Corp. 0.00% Add +3.1% 197,629 $3.3M
Qube Research & Technologies Ltd 0.00% Reduce -6.1% 196,947 $3.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.3% 186,679 $3.2M
D. E. Shaw & Co. 0.00% Add +33.3% 186,037 $3.1M
JPMorgan Chase & Co. 0.00% Add +5.6% 186,828 $3.1M
UBS Group AG 0.00% Add +126.6% 168,794 $2.9M
American Century Companies Inc. 0.00% Add +85.9% 164,534 $2.8M
Vanguard Fiduciary Trust Co. 0.00% — 160,014 $2.7M
AQR Capital Management 0.00% Reduce -35.8% 138,164 $2.3M
Citadel Advisors 0.00% Add +20.9% 129,104 $2.2M
Russell Investments Group, Ltd. 0.00% Reduce -3.8% 126,183 $2.1M
Diametric Capital, LP 0.53% Add +387.7% 119,543 $2.0M
Empowered Funds, LLC 0.01% No change 119,019 $2.0M
Algert Global LLC 0.03% Reduce -54.3% 118,286 $2.0M
Royce & Associates LP 0.02% Reduce -74.6% 111,959 $1.9M
Bank of New York Mellon Corp 0.00% Add +1.5% 97,004 $1.6M
HRT Financial LP 0.00% New 82,164 $1.4M
Sei Investments Co. 0.00% Add +98.8% 78,691 $1.3M
Jane Street Group, LLC 0.00% Reduce -63.4% 65,003 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Add +143.0% 62,865 $1.1M
Point72 Asset Management 0.00% Reduce -62.0% 60,918 $1.0M
Two Sigma Investments, LP 0.00% Add +12.9% 56,287 $952K
Raffles Associates LP 0.82% Add +36.8% 55,801 $944K
Barclays PLC 0.00% Reduce -32.0% 55,313 $936K
Invesco Ltd. 0.00% Add +6.3% 54,613 $924K
Prelude Capital Management, LLC 0.07% New 53,459 $905K
Swiss National Bank 0.00% No change 44,423 $752K
Marshall Wace, LLP 0.00% Reduce -69.5% 41,927 $709K
Bank of America Corp. 0.00% Reduce -1.7% 41,371 $700K
Corsair Capital Management, L.P. 0.10% New 38,425 $650K
Prospera Financial Services Inc 0.01% No change 38,412 $650K
Teacher Retirement System of Texas 0.00% Reduce -39.6% 37,380 $632K
Tudor Investment Corporation 0.00% Reduce -56.8% 37,269 $631K
ExodusPoint Capital Management, LP 0.01% Reduce -52.9% 36,377 $615K
Steadtrust LLC 0.35% No change 36,274 $614K
Jump Financial, LLC 0.01% New 34,585 $585K
CenterBook Partners LP 0.03% Reduce -29.5% 33,873 $573K
HSBC Holdings PLC 0.00% Add +38.2% 32,962 $560K
GAMCO Investors 0.01% New 33,000 $558K
XTX Topco Ltd 0.01% New 32,848 $556K
AYAL Capital Advisors Ltd 0.28% New 32,523 $550K
Bleakley Financial Group, LLC 0.01% Add +123.3% 31,936 $540K
BNP Paribas Financial Markets 0.00% Reduce -51.9% 31,381 $531K
VARCOV Co. 0.19% New 30,565 $517K
SkyView Investment Advisors, LLC 0.07% Add +3.3% 28,861 $488K
Rhumbline Advisers 0.00% Reduce -2.2% 28,770 $487K
Martingale Asset Management L P 0.01% Add +130.1% 28,118 $476K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.6% 27,778 $470K
Alliancebernstein L.P. 0.00% Reduce -0.1% 25,530 $466K
Squarepoint Ops LLC 0.00% New 24,543 $415K
Mercer Global Advisors Inc. 0.00% Reduce -2.1% 24,427 $413K
Numerai GP LLC 0.04% New 22,481 $380K
Creative Planning 0.00% New 22,449 $380K
Engineers Gate Manager LP 0.00% New 21,958 $372K
California State Teachers Retirement System 0.00% Reduce -0.8% 21,840 $370K
Deutsche Bank AG 0.00% Add +15.0% 20,419 $345K
Gsa Capital Partners LLP 0.02% Add +29.8% 20,163 $341K
Quantinno Capital Management LP 0.00% Reduce -9.9% 19,883 $336K
T. Rowe Price Associates Inc. 0.00% Add +45.0% 18,876 $320K
Smith, Moore & Co. 0.02% Add +5.8% 18,158 $307K
Counterpoint Mutual Funds LLC 0.04% New 17,711 $300K
OneDigital Investment Advisors LLC 0.00% Add +3.0% 16,963 $287K
Wells Fargo & Company 0.00% Reduce -51.3% 16,526 $280K
LPL Financial LLC 0.00% Add +8.0% 16,230 $275K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 16,207 $274K
Brevan Howard Capital Management LP 0.00% Add +9.0% 15,596 $264K
FMR LLC 0.00% Reduce -27.8% 14,816 $251K
Aquatic Capital Management LLC 0.01% Add +13.6% 14,442 $244K
State of Wisconsin Investment Board 0.00% Reduce -34.1% 14,292 $242K
Quadrature Capital Ltd 0.00% New 13,722 $232K
PDT Partners, LLC 0.01% No change 13,579 $230K
Boston Partners 0.00% Reduce -3.4% 13,384 $226K
Legal & General Group Plc 0.00% Reduce -28.3% 13,349 $226K
MetLife Investment Management, LLC 0.00% Add +14.0% 12,822 $217K
Graham Capital Management, L.P. 0.01% New 12,498 $211K
Verition Fund Management LLC 0.00% Reduce -67.4% 11,927 $202K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.5% 11,194 $189K
Vanguard Global Advisers, LLC 0.00% — 10,018 $170K
Advisory Services Network, LLC 0.00% New 9,786 $166K
New York State Common Retirement Fund 0.00% Reduce -16.1% 7,315 $124K
Police & Firemen's Retirement System of New Jersey 0.00% No change 7,000 $118K
State of Alaska, Department of Revenue 0.00% No change 6,102 $102K

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

Show all 142 holders