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Disclosery

TIPT TIPTREE INC

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COM (common), issuer CIK 1393726

137 managers (139 13F filers) reported a position in TIPT shares at 2025-03-31, 14,241,298 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
137
13F filers
139
New
24
Added
47
Reduced
49
Sold out
12
Shares held by filers
14,241,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Smith Bradley E.director2026-10-06+1,807 A$0Form 4
Goldwasser Lesleydirector2026-10-06+1,084 A$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,422,147$58.3M0.01%-78,56913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,322,200$55.9M<0.01%-57,05113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,291,675$31.1M<0.01%+28,37313F-HRTimelineGroup
BREACH INLET CAPITAL MANAGEMENT, LLC788,909$19M10.85%+77,37313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC573,287$13.8M<0.01%+17,45413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP524,947$12.6M<0.01%+12,01513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC438,316$10.6M0.25%+165,30213F-HRTimeline
ROYCE & ASSOCIATES LP429,297$10.3M0.11%-94,95013F-HRTimeline
HEARTLAND ADVISORS INC300,000$7.23M0.41%-25,00013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC281,883$6.79M0.06%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.242,953$5.85M<0.01%-18,61013F-HRTimelineGroup
Hillsdale Investment Management Inc.229,777$5.54M0.28%+7,80013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP222,665$5.36M<0.01%-3,80413F-HRTimelineGroup
Nuveen, LLCin group TIAA221,934$5.35M<0.01%13F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC210,640$5.07M0.13%-42,77313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co183,423$4.42M<0.01%-1,40013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY170,161$4.1M<0.01%+11,62113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC167,964$4.05M<0.01%+50,73813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO160,960$3.88M<0.01%+21,16313F-HRTimelineGroup
CANNELL CAPITAL LLC148,416$3.58M1.21%-396,20313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC143,330$3.45M<0.01%-87,24913F-HR/ATimelineGroup
Empowered Funds, LLC120,640$2.91M0.04%+2,22713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding113,754$2.74M-66,975Timeline
Qube Research & Technologies Ltd99,664$2.4M<0.01%+14,63013F-HRTimeline
Steamboat Capital Partners, LLC94,207$2.27M0.69%-1,82613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp88,931$2.14M<0.01%-6,11713F-HRTimelineGroup
Hodges Capital Management Inc.86,659$2.09M0.21%-82,19413F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC83,156$2M0.04%-13,33713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding82,052$1.98M+18,363Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…76,147$1.83M<0.01%-35,00713F-HRTimelineGroup
Cove Street Capital, LLC72,988$1.76M2.76%-10,77213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,307$1.72M<0.01%+49,63713F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…68,827$1.66M0.01%+16,82713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP66,771$1.61M<0.01%-1,11113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC64,518$1.55M<0.01%-16,05113F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.55,984$1.35M<0.01%-60813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL55,000$1.32M0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.54,822$1.32M<0.01%+14513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS54,580$1.31M<0.01%+5,97113F-HRTimelineGroup
Swiss National Bank47,023$1.13M<0.01%013F-HRTimeline
ALGERT GLOBAL LLC43,812$1.06M0.03%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,668$1.05M<0.01%+12,89013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS40,710$981K<0.01%-73413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,869$960K<0.01%-119,62313F-HRTimelineGroup
Prospera Financial Services Inc38,447$926K0.02%-10013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD36,788$886K<0.01%+2,88113F-HRTimeline
RHUMBLINE ADVISERS36,692$884K<0.01%-11,37313F-HR/ATimeline
Man Group plcin group Man Group plc35,111$846K<0.01%+18,13913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,684$836K<0.01%-15,24813F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC31,545$760K0.05%+2,38713F-HRTimelineGroup
RAFFLES ASSOCIATES LP30,801$742K0.9%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,981$674K<0.01%+6,18613F-HR/ATimelineGroup
Meixler Investment Management, Ltd.27,041$651K0.45%-24013F-HRTimeline
SkyView Investment Advisors, LLC26,772$645K0.1%+13113F-HRTimeline
Cubist Systematic Strategies, LLC26,598$641K0.01%new13F-HRTimeline
State of Wyoming26,116$629K0.08%-5,35513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,411$621K<0.01%-56913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.25,363$611K<0.01%+1,80313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,003$602K<0.01%+14,11113F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC24,376$587K<0.01%new13F-HRTimelineGroup
Voleon Capital Management LP23,521$567K0.04%+2,65013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,825$550K<0.01%+70813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…22,391$539K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc22,111$533K<0.01%-15413F-HRTimelineGroup
PDT Partners, LLC21,694$523K0.04%+2,26313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,398$515K<0.01%+7,31113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV21,067$508K<0.01%+18813F-HRTimeline
NFC Investments, LLC20,746$500K0.15%-1,20013F-HRTimeline
SANDERS MORRIS HARRIS LLC20,000$482K0.07%-5,00013F-HRTimeline
SG Americas Securities, LLC18,781$452K<0.01%+3,29613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,722$451K<0.01%-7,98213F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,780$428K0.01%-90013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,583$424K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP16,934$407K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC16,777$404K<0.01%+54313F-HRTimeline
GSA CAPITAL PARTNERS LLP16,501$398K0.04%-22,70613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson17,051$397K<0.01%-1,18713F-HRTimelineGroup
Trexquant Investment LP15,361$370K<0.01%+2,14013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,055$363K<0.01%+62413F-HRTimelineGroup
BBR PARTNERS, LLC15,000$361K0.03%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …14,742$355K<0.01%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC14,700$354K<0.01%-8,30013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp14,655$353K<0.01%-10,39713F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC14,290$344K0.02%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.14,000$337K0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…13,814$333K<0.01%-34813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC12,822$309K<0.01%+2,08713F-HRTimeline
Advisory Services Network, LLC12,409$299K0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.12,339$297K<0.01%-18313F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P12,210$294K0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management12,071$291K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC11,929$287K0.01%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/11,071$267K<0.01%+1,52513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC10,278$248K<0.01%new13F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…10,232$246K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,107$243K<0.01%+77513F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,510$229K<0.01%-33413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND8,715$210K<0.01%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,341$201K<0.01%-86,75313F-HRTimelineGroup
FMR LLCin group FMR LLC8,321$200K<0.01%+1,11413F-HRTimelineGroup
Police & Firemen's Retirement System of…5,404$130K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,399$130K<0.01%013F-HRTimeline
STRS OHIO4,100$98.8K<0.01%+3,40013F-HRTimeline
KLP KAPITALFORVALTNING AS4,000$96.4K<0.01%013F-HRTimeline
Quantbot Technologies LP3,711$89.4K<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,566$85K<0.01%-37713F-HRTimelineGroup
Copeland Capital Management, LLC2,324$56K<0.01%-58413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,311$55.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,310$55.6K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,955$47.1K<0.01%+73313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,535$37K<0.01%+71313F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC1,336$32.2K<0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,182$29K<0.01%013F-HRTimelineGroup
AMALGAMATED BANK868$21K<0.01%+5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC820$19.8K<0.01%+4513F-HRTimeline
GROUP ONE TRADING LLC790$19K<0.01%-1,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.633$15.2K<0.01%+62013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management539$13K<0.01%-68113F-HRTimelineGroup
Sterling Capital Management LLC340$8.19K<0.01%-28813F-HRTimeline
Brooklyn Investment Group303$7.3K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.245$6K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC220$5.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC172$4.09K<0.01%new13F-HRTimeline
Covestor Ltd121$3K<0.01%-3713F-HRTimeline
Versant Capital Management, Inc118$2.84K<0.01%new13F-HRTimeline
GAMMA Investing LLC104$2.5K<0.01%+8113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…103$2.48K<0.01%+1313F-HRTimelineGroup
Point72 (DIFC) Ltd96$2.31K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC28$675<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$626<0.01%013F-HRTimeline
Parkside Financial Bank & Trust25$603<0.01%new13F-HRTimeline
Transce3nd, LLC17$410<0.01%013F-HRTimeline
Allworth Financial LP18$408<0.01%-613F-HRTimeline
Stephens Consulting, LLC15$362<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4$96<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$96<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Smith Bradley E. acquired 1,807 TIPT shares on 2026-10-06, Form 4 filed 2026-10-07. 0001579089-26-000006

    Accepted , ingested

  • Goldwasser Lesley acquired 1,084 TIPT shares on 2026-10-06, Form 4 filed 2026-10-07. 0001465575-26-000007

    Accepted , ingested