Tortoise Energy InfrastructTYG
13F holders, Q2 2025 (June 30)132holders −4
7new positions
10sold out
$43.87avg. 13F price*
At the end of Q2 2025, 132 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, down 4 from Q1 2025. 7 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($45.9M), Saba Capital Management, L.P. ($27.5M) and Advisors Asset Management, Inc. ($18.5M).
- Company
- Tortoise Energy Infrastruct
- CUSIP
- 89147L886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 10 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 247,461 shares bought and 543,340 shares sold, net −295,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Morgan Stanley | 0.00% | Add +6.0% | 1,046,171 | $45.9M |
| Saba Capital Management, L.P. | 0.75% | Reduce -15.1% | 625,915 | $27.5M |
| Advisors Asset Management, Inc. | 0.33% | Reduce -0.8% | 422,363 | $18.5M |
| Raymond James Financial Inc. | 0.00% | Add +14.1% | 293,042 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 264,124 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 243,168 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -17.1% | 208,338 | $9.1M |
| Sit Investment Associates Inc. | 0.12% | Reduce -10.8% | 126,135 | $5.5M |
| Arete Wealth Advisors, LLC | 0.38% | Add +0.7% | 121,904 | $5.3M |
| Penserra Capital Management LLC | 0.07% | Add +3.0% | 118,774 | $5.2M |
| American Financial Group Inc. | 1.85% | No change | 110,102 | $4.8M |
| LPL Financial LLC | 0.00% | Add +7.9% | 109,377 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 107,988 | $4.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.57% | Reduce -5.2% | 100,229 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -5.5% | 96,083 | $4.2M |
| Meixler Investment Management, Ltd. | 2.87% | Reduce -8.5% | 94,925 | $4.2M |
| Certuity, LLC | 0.35% | No change | 85,000 | $3.7M |
| Eagle Bluffs Wealth Management LLC | 1.76% | Add +0.8% | 84,293 | $3.7M |
| Zimmer Partners, LP | 0.08% | No change | 83,918 | $3.7M |
| Bank of America Corp. | 0.00% | Add +9.4% | 75,644 | $3.3M |
| 180 Wealth Advisors, LLC | 0.29% | Reduce -3.8% | 46,905 | $2.1M |
| UBS Group AG | 0.00% | Reduce -3.4% | 41,313 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.4% | 41,294 | $1.8M |
| Bulldog Investors, LLP | 0.46% | Reduce -67.7% | 41,199 | $1.8M |
| Monetary Management Group Inc. | 0.42% | Add +6.8% | 39,230 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.8% | 34,506 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +9.4% | 33,242 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -17.1% | 32,436 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +150.0% | 30,478 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 26,164 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | No change | 25,844 | $1.1M |
| Ariadne Wealth Management, LP | 0.52% | No change | 25,100 | $1.1M |
| North Ground Capital | 1.37% | Add +339.6% | 24,571 | $1.1M |
| Aristides Capital LLC | 0.33% | Reduce -79.5% | 23,952 | $1.1M |
| MGB Wealth Management, LLC | 0.35% | Add +2.6% | 23,896 | $1.0M |
| Strategic Advocates LLC | 0.30% | Add +9.6% | 23,271 | $1.0M |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -1.0% | 21,437 | $941K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +4.4% | 18,748 | $822K |
| 1620 Investment Advisors, Inc. | 0.59% | Reduce -4.5% | 18,510 | $812K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.4% | 18,401 | $808K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.1% | 18,010 | $790K |
| Osaic Holdings, Inc. | 0.00% | Add +42.3% | 17,390 | $763K |
| Kercheville Advisors, LLC | 0.26% | Add +24.9% | 17,366 | $762K |
| Quadrant Private Wealth Management, LLC | 0.15% | Reduce -8.4% | 16,927 | $743K |
| Bard Associates Inc. | 0.24% | Add +5.2% | 16,727 | $734K |
| John G Ullman & Associates Inc. | 0.10% | No change | 15,241 | $669K |
| Mariner, LLC | 0.00% | Reduce -58.2% | 15,094 | $662K |
| Segment Wealth Management, LLC | 0.04% | No change | 15,000 | $658K |
| NewEdge Wealth, LLC | 0.01% | Add +7.4% | 14,462 | $627K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.4% | 13,968 | $613K |
| ArchPoint Investors | 0.17% | No change | 13,329 | $585K |
| Samalin Investment Counsel, LLC | 0.22% | Add +3.1% | 13,080 | $574K |
| NWF Advisory Services Inc. | 0.07% | Add +63.5% | 12,750 | $560K |
| Advisory Services Network, LLC | 0.01% | New | 12,525 | $543K |
| De Lisle Partners LLP | 0.07% | Reduce -71.3% | 11,541 | $507K |
| MAI Capital Management | 0.00% | Add +0.7% | 11,319 | $497K |
| Uhlmann Price Securities, LLC | 0.34% | Reduce -15.8% | 11,011 | $483K |
| Cetera Investment Advisers | 0.00% | Reduce -7.6% | 10,106 | $444K |
| Cornerstone Advisory, LLC | 0.05% | Add +0.4% | 9,909 | $435K |
| Private Advisor Group, LLC | 0.00% | Add +25.3% | 9,856 | $433K |
| Next Capital Management LLC | 0.16% | New | 9,770 | $429K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 9,059 | $398K |
| WNY Asset Management, LLC | 0.04% | Reduce -49.0% | 8,931 | $392K |
| Diversified Trust Co. | 0.01% | No change | 8,707 | $382K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 8,610 | $378K |
| Baker Avenue Asset Management, LP | 0.01% | New | 8,610 | $378K |
| Old Port Advisors | 0.10% | Reduce -14.4% | 8,011 | $352K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 7,887 | $346K |
| Verity Asset Management, Inc. | 0.16% | Reduce -15.4% | 7,742 | $340K |
| Benjamin Edwards Inc. | 0.00% | Add +5.1% | 7,295 | $320K |
| Eastern Bank | 0.01% | No change | 7,001 | $307K |
| Northeast Financial Consultants Inc | 0.01% | No change | 7,000 | $307K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.7% | 6,970 | $306K |
| NewEdge Advisors, LLC | 0.00% | Add +14.1% | 6,532 | $287K |
| Commerce Bank | 0.00% | Add +29.0% | 6,515 | $286K |
| Moors & Cabot, Inc. | 0.01% | Reduce -13.6% | 6,479 | $284K |
| Catalina Capital Group, LLC | 0.19% | No change | 6,332 | $278K |
| Values Added Financial LLC | 0.12% | No change | 5,716 | $251K |
| Fiduciary Alliance LLC | 0.02% | Reduce -23.4% | 5,712 | $251K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +10.4% | 5,187 | $228K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.4% | 5,112 | $224K |
| BlackRock, Inc. | 0.00% | New | 4,993 | $219K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 4,892 | $215K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -11.4% | 4,754 | $209K |
| Walleye Capital LLC | 0.00% | New | 4,636 | $203K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 4,074 | $179K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +47.6% | 3,100 | $136K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 2,905 | $128K |
| Cwm, LLC | 0.00% | No change | 2,000 | $88K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.6% | 1,453 | $64K |
| Clearstead Advisors, LLC | 0.00% | Add +2.7% | 1,354 | $59K |
| Montag A & Associates Inc. | 0.00% | No change | 1,339 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,270 | $56K |
| Principal Securities, Inc. | 0.00% | No change | 1,085 | $48K |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 1,009 | $44K |
| Comerica Bank | 0.00% | Add +0.4% | 946 | $42K |
| First Horizon Advisors, Inc. | 0.00% | No change | 825 | $36K |
| Hartford Financial Management Inc. | 0.01% | No change | 803 | $35K |
| Spire Wealth Management | 0.00% | Reduce -50.6% | 796 | $35K |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.