Institutional Ownership Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT). We have compiled data on the 154 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
220
shares
|
$4,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
175
shares
|
$3,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
155
shares
|
$2,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
140
shares
|
$2,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
126
shares
|
$2,405
0.0% of portfolio
|
Q3 2025
Added 193.02%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
125
shares
|
$2,386
0.0% of portfolio
|
Q3 2025
Added 26.26%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
119
shares
|
$2,271
0.0% of portfolio
|
Q3 2025
Added 310.34%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$744
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
38
shares
|
$725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$534
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
27
shares
|
$515
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
25
shares
|
$477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21
shares
|
$400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
18
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$95
0.0% of portfolio
|
Q3 2025
Reduced 93.59%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$76
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4
shares
|
$76
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2025
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
|
|