Institutional Ownership Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
458
shares
|
$8,115
0.0% of portfolio
|
Q2 2025
Added 377.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
422
shares
|
$7,477
0.0% of portfolio
|
Q2 2025
Added 309.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
338
shares
|
$5,989
0.0% of portfolio
|
Q3 2025
Added 97.66%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
309
shares
|
$5,475
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
305
shares
|
$5,404
0.0% of portfolio
|
Q3 2025
Added 158.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
303
shares
|
$5,369
0.0% of portfolio
|
Q2 2025
Added 283.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
220
shares
|
$3,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
155
shares
|
$2,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
125
shares
|
$2,215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
125
shares
|
$2,215
0.0% of portfolio
|
Q3 2025
Added 26.26%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
43
shares
|
$761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
41
shares
|
$726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$691
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
29
shares
|
$513
0.0% of portfolio
|
Q2 2025
Added 61.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
25
shares
|
$443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24
shares
|
$425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
18
shares
|
$318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17
shares
|
$301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$88
0.0% of portfolio
|
Q3 2025
Reduced 93.59%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4
shares
|
$70
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4
shares
|
$70
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
|