Institutional Ownership Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
303
shares
|
$6,826
0.0% of portfolio
|
Q2 2025
Added 283.17%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
301
shares
|
$6,781
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
220
shares
|
$4,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
171
shares
|
$3,852
0.0% of portfolio
|
Q2 2025
Added 64.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
155
shares
|
$3,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
125
shares
|
$2,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
118
shares
|
$2,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
99
shares
|
$2,230
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
84
shares
|
$1,892
0.0% of portfolio
|
Q2 2025
Reduced 84.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
78
shares
|
$1,757
0.0% of portfolio
|
Q2 2025
Reduced 54.65%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
43
shares
|
$968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
41
shares
|
$923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
29
shares
|
$653
0.0% of portfolio
|
Q2 2025
Added 61.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17
shares
|
$383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4
shares
|
$90
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4
shares
|
$90
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|