Tortoise Energy InfrastructTYG

13F holders, Q2 2026 (June 30)
166holders +8
28new positions
16sold out
1famous investor
$43.31avg. 13F price*

At the end of Q2 2026, 166 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, up 8 from Q1 2026. 28 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($55.7M), Penserra Capital Management LLC ($24.4M) and Raymond James Financial Inc. ($19.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Tortoise Energy Infrastruct
CUSIP
89147L886
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 109Q1 2024Q2 2024: 107Q2 2024Q3 2024: 102Q3 2024Q4 2024: 139Q4 2024Q1 2025: 136Q1 2025Q2 2025: 132Q2 2025Q3 2025: 143Q3 2025Q4 2025: 163Q4 2025Q1 2026: 158Q1 2026Q2 2026: 166Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions28$62.8M
Exits16$3.8M

All 13F filers, Q1 2026 → Q2 2026: 2,150,637 shares bought and 277,251 shares sold, net +1,873,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

Morgan Stanley 0.00% Add +13.0% 1,298,404 $55.7M
Penserra Capital Management LLC 0.19% Add +5.3% 569,271 $24.4M
Raymond James Financial Inc. 0.01% Add +36.8% 452,441 $19.4M
Advisors Asset Management, Inc. 0.26% Reduce -7.6% 390,431 $16.7M
Absolute Investment Advisers, LLC 1.40% New 338,029 $14.5M
Royal Bank of Canada 0.00% Reduce -26.9% 286,038 $12.3M
Bard Associates Inc. 1.87% Reduce -0.0% 196,455 $8.4M
Guggenheim Capital LLC 0.05% Add +13.9% 167,891 $7.2M
Quarry LP 1.15% New 165,345 $7.1M
Almitas Capital LLC 1.66% New 161,872 $6.9M
Wells Fargo & Company 0.00% Add +23.2% 158,400 $6.8M
Eagle Bluffs Wealth Management LLC 2.21% Add +1.8% 153,967 $6.6M
Sit Investment Associates Inc. 0.11% New 137,849 $5.9M
Arete Wealth Advisors, LLC 0.39% Add +0.2% 137,223 $5.9M
Torno Capital, LLC 0.38% New 130,000 $5.6M
LPL Financial LLC 0.00% Add +3.8% 125,793 $5.4M
JPMorgan Chase & Co. 0.00% Add +29384.9% 122,657 $5.3M
American Financial Group Inc. 1.66% No change 110,102 $4.7M
Rivernorth Capital Management, LLC 0.22% New 106,305 $4.6M
Janney Montgomery Scott LLC 0.01% Add +20.3% 103,961 $4.5M
Thomas J. Herzfeld Advisors, Inc. 1.32% New 100,275 $4.3M
Meixler Investment Management, Ltd. 2.29% Reduce -6.9% 96,803 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +28.5% 88,590 $3.8M
UBS Group AG 0.00% Add +13.3% 88,337 $3.8M
Certuity, LLC 0.18% No change 85,000 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +14.5% 70,170 $3.0M
Commerce Bank 0.01% Add +101.0% 68,825 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +45.3% 67,256 $2.9M
Yakira Capital Management, Inc. 0.79% New 61,881 $2.7M
Bank of America Corp. 0.00% Reduce -3.1% 61,023 $2.6M
Mariner, LLC 0.00% Add +3.7% 59,756 $2.6M
Lido Advisors, LLC 0.01% Add +95.6% 53,610 $2.3M
North Ground Capital 2.30% New 44,800 $1.9M
Closed-End Fund Advisors, Inc. 1.87% Reduce -5.3% 44,601 $1.9M
180 Wealth Advisors, LLC 0.19% Reduce -5.3% 43,329 $1.9M
Invesco Ltd. 0.00% Add +10.4% 42,020 $1.8M
Stifel Financial Corp. 0.00% Add +19.8% 41,604 $1.8M
First Foundation Advisors 0.06% Add +7.7% 40,832 $1.8M
&partners 0.01% Add +35.5% 40,298 $1.7M
D.A. Davidson & Co. 0.01% Add +28.9% 38,995 $1.7M
Evolve Private Wealth, LLC 0.10% Reduce -17.9% 37,508 $1.6M
Oppenheimer & Co. Inc. 0.01% Reduce -12.8% 32,479 $1.4M
Jane Street Group, LLC 0.00% Add +464.5% 32,186 $1.4M
Kercheville Advisors, LLC 0.41% Add +36.6% 31,559 $1.4M
WJ Financial Advisors LLC 0.99% Add +9.5% 31,301 $1.3M
Alessandra Capital Management, LLC 0.92% Reduce -2.5% 30,328 $1.3M
Osaic Holdings, Inc. 0.00% Add +13.6% 29,733 $1.3M
Monetary Management Group Inc. 0.25% Reduce -29.0% 28,405 $1.2M
Private Advisor Group, LLC 0.01% Add +108.9% 26,046 $1.1M
Ariadne Wealth Management, LP 0.48% No change 25,100 $1.1M
LaSalle St. Investment Advisors, LLC 0.13% Add +3.1% 24,545 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +9.7% 22,872 $981K
Cahill Financial Advisors Inc. 0.09% Add +0.8% 21,542 $924K
United Capital Financial Advisors, LLC 0.01% No change 21,400 $917K
Cetera Investment Advisers 0.00% Add +13.1% 21,384 $917K
Cerity Partners LLC 0.00% New 21,363 $916K
Cohen & Steers, Inc. 0.00% Reduce -21.6% 20,209 $866K
NWF Advisory Services Inc. 0.08% Reduce -7.3% 20,063 $860K
DRW Securities, LLC 0.05% New 20,000 $857K
Harbour Investments, Inc. 0.01% Add +34.4% 19,979 $857K
Investment Research Partners LLC 0.28% Reduce -6.4% 19,427 $833K
Avior Wealth Management, LLC 0.02% Add +62.8% 18,852 $808K
1620 Investment Advisors, Inc. 0.50% Reduce -0.7% 18,700 $802K
Clear Street Group Inc. 0.00% New 18,000 $772K
HighTower Advisors, LLC 0.00% Reduce -1.8% 17,881 $767K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.5% 16,326 $700K
Corient Private Wealth LP 0.00% Add +24.9% 16,028 $687K
Beacon Pointe Advisors, LLC 0.00% New 16,017 $687K
XTX Topco Ltd 0.01% New 15,904 $682K
Segment Wealth Management, LLC 0.03% No change 15,000 $643K
John G Ullman & Associates Inc. 0.08% Reduce -0.7% 14,983 $642K
Advisory Services Network, LLC 0.01% Add +8.5% 14,841 $636K
Concorde Asset Management, LLC 0.36% Reduce -4.6% 14,388 $617K
Abundance Wealth Counselors 0.04% Add +102.9% 14,228 $610K
Samalin Investment Counsel, LLC 0.19% Add +2.5% 14,070 $603K
Sigma Planning Corp 0.02% Add +90.2% 14,052 $602K
WCG Wealth Advisors LLC 0.01% Add +0.8% 13,843 $593K
ArchPoint Investors 0.12% No change 13,329 $571K
Kovack Advisors, Inc. 0.03% Reduce -0.6% 13,029 $556K
Baird Financial Group, Inc. 0.00% Add +131.1% 11,848 $508K
NewEdge Wealth, LLC 0.01% Reduce -6.1% 11,803 $506K
Calamos Advisors LLC 0.00% New 11,784 $505K
Wealth Alliance, LLC 0.04% Add +5.6% 11,576 $496K
DAVENPORT & Co LLC 0.00% Add +1.2% 11,262 $483K
Manhattan West Asset Management, LLC 0.08% Reduce -9.2% 10,646 $456K
Invested Advisors 0.39% Reduce -17.9% 10,323 $443K
MAI Capital Management 0.00% Add +0.5% 10,175 $436K
Next Capital Management LLC 0.11% No change 9,770 $419K
Verity Asset Management, Inc. 0.16% Reduce -21.6% 9,758 $418K
Creative Planning 0.00% Add +38.6% 9,640 $413K
Avail Investment Partners, LLC 0.30% Add +11.3% 9,104 $390K
Fiduciary Alliance LLC 0.03% Add +14.1% 9,032 $387K
Kestra Advisory Services, LLC 0.00% New 9,004 $386K
Macquarie Group Ltd. 0.00% New 9,052 $384K
Cornerstone Advisory, LLC 0.03% Add +2.3% 8,936 $383K
Quadrant Private Wealth Management, LLC 0.08% No change 8,724 $374K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 8,610 $369K
Baker Avenue Asset Management, LP 0.01% No change 8,610 $369K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -15.9% 8,494 $364K
Capital Investment Advisors, LLC 0.00% Add +76.7% 8,429 $361K

"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.

Show all 166 holders