Tortoise Energy InfrastructTYG
13F holders, Q3 2025 (September 30)143holders +11
18new positions
8sold out
$43.11avg. 13F price*
At the end of Q3 2025, 143 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, up 11 from Q2 2025. 18 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($46.0M), Advisors Asset Management, Inc. ($13.9M) and Raymond James Financial Inc. ($13.7M).
- Company
- Tortoise Energy Infrastruct
- CUSIP
- 89147L886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.4M |
| Exits | 8 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 482,944 shares bought and 959,256 shares sold, net −476,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Morgan Stanley | 0.00% | Add +2.0% | 1,066,951 | $46.0M |
| Advisors Asset Management, Inc. | 0.24% | Reduce -23.4% | 323,682 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 317,361 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 271,699 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 229,554 | $9.9M |
| Penserra Capital Management LLC | 0.07% | Add +21.4% | 144,252 | $6.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -32.1% | 141,356 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.4% | 139,778 | $6.1M |
| Arete Wealth Advisors, LLC | 0.35% | Add +7.4% | 130,936 | $5.6M |
| Sit Investment Associates Inc. | 0.11% | No change | 126,135 | $5.4M |
| LPL Financial LLC | 0.00% | Add +6.2% | 116,161 | $5.0M |
| Bard Associates Inc. | 1.31% | Add +584.0% | 114,419 | $4.9M |
| Guggenheim Capital LLC | 0.04% | Add +15.4% | 110,867 | $4.8M |
| American Financial Group Inc. | 1.87% | No change | 110,102 | $4.7M |
| Meixler Investment Management, Ltd. | 2.45% | Reduce -2.2% | 92,828 | $4.0M |
| Eagle Bluffs Wealth Management LLC | 1.60% | Add +1.9% | 85,894 | $3.7M |
| Certuity, LLC | 0.25% | No change | 85,000 | $3.7M |
| Zimmer Partners, LP | 0.09% | Reduce -3.0% | 81,418 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 68,792 | $3.0M |
| Mariner, LLC | 0.00% | Add +281.3% | 57,555 | $2.5M |
| Thomas J. Herzfeld Advisors, Inc. | 0.78% | Reduce -47.0% | 53,109 | $2.3M |
| 180 Wealth Advisors, LLC | 0.25% | Add +0.0% | 46,906 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.6% | 42,388 | $1.8M |
| Monetary Management Group Inc. | 0.41% | Add +4.8% | 41,130 | $1.8M |
| UBS Group AG | 0.00% | Reduce -2.7% | 40,191 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 37,039 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.8% | 36,197 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 34,785 | $1.5M |
| Invesco Ltd. | 0.00% | Add +5.6% | 34,266 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | Add +19.1% | 31,164 | $1.3M |
| North Ground Capital | 0.76% | Add +17.8% | 28,932 | $1.2M |
| MGB Wealth Management, LLC | 0.32% | Add +9.6% | 26,190 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | No change | 25,844 | $1.1M |
| Ariadne Wealth Management, LP | 0.50% | No change | 25,100 | $1.1M |
| WJ Financial Advisors LLC | 1.00% | — | 24,001 | $1.0M |
| Consolidated Portfolio Review Corp | 0.13% | New | 23,961 | $1.0M |
| Saba Capital Management, L.P. | 0.03% | Reduce -96.3% | 22,919 | $988K |
| United Capital Financial Advisors, LLC | 0.01% | New | 21,000 | $905K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -3.0% | 20,796 | $896K |
| Commerce Bank | 0.01% | Add +217.5% | 20,685 | $891K |
| Kercheville Advisors, LLC | 0.26% | Add +15.3% | 20,026 | $863K |
| Lido Advisors, LLC | 0.00% | New | 19,317 | $832K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +0.2% | 18,790 | $809K |
| 1620 Investment Advisors, Inc. | 0.54% | Reduce -0.2% | 18,477 | $796K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 18,469 | $796K |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 17,868 | $763K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +100.0% | 17,220 | $742K |
| Quadrant Private Wealth Management, LLC | 0.13% | Reduce -1.9% | 16,610 | $716K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.4% | 15,958 | $688K |
| Jane Street Group, LLC | 0.00% | New | 15,369 | $662K |
| John G Ullman & Associates Inc. | 0.09% | No change | 15,241 | $657K |
| Concorde Asset Management, LLC | 0.27% | — | 15,082 | $651K |
| Segment Wealth Management, LLC | 0.04% | No change | 15,000 | $646K |
| NewEdge Wealth, LLC | 0.01% | No change | 14,462 | $628K |
| D.A. Davidson & Co. | 0.00% | Add +4.2% | 14,553 | $627K |
| Uhlmann Price Securities, LLC | 0.38% | Add +31.7% | 14,499 | $625K |
| Cetera Investment Advisers | 0.00% | Add +37.5% | 13,895 | $599K |
| Samalin Investment Counsel, LLC | 0.20% | Add +2.0% | 13,338 | $575K |
| ArchPoint Investors | 0.16% | No change | 13,329 | $574K |
| Strategic Advocates LLC | 0.15% | Reduce -43.7% | 13,095 | $564K |
| Private Advisor Group, LLC | 0.00% | Add +30.7% | 12,886 | $555K |
| NWF Advisory Services Inc. | 0.06% | No change | 12,750 | $549K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.2% | 11,872 | $512K |
| Manhattan West Asset Management, LLC | 0.11% | New | 11,730 | $505K |
| MAI Capital Management | 0.00% | Add +3.4% | 11,699 | $504K |
| Verity Asset Management, Inc. | 0.16% | Add +42.6% | 11,038 | $476K |
| Calamos Advisors LLC | 0.00% | Add +21.8% | 11,029 | $475K |
| Corient Private Wealth LP | 0.00% | New | 10,759 | $464K |
| Next Capital Management LLC | 0.14% | No change | 9,770 | $421K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -9.1% | 9,005 | $388K |
| Diversified Trust Co. | 0.01% | Add +0.5% | 8,751 | $377K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,610 | $371K |
| DAVENPORT & Co LLC | 0.00% | Add +1.7% | 8,023 | $346K |
| Old Port Advisors | 0.09% | Reduce -1.4% | 7,900 | $340K |
| Fiduciary Alliance LLC | 0.02% | Add +31.9% | 7,536 | $325K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +54.5% | 7,346 | $317K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.6% | 7,249 | $312K |
| Cary Street Partners Financial LLC | 0.01% | No change | 6,970 | $300K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,479 | $279K |
| Catalina Capital Group, LLC | 0.17% | No change | 6,332 | $273K |
| Harbour Investments, Inc. | 0.01% | Add +20.4% | 6,157 | $265K |
| Eastern Bank | 0.00% | Reduce -16.5% | 5,847 | $252K |
| Values Added Financial LLC | 0.11% | No change | 5,716 | $246K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.1% | 5,413 | $233K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.8% | 5,333 | $230K |
| Wolverine Asset Management LLC | 0.02% | New | 5,121 | $221K |
| MBA Advisors LLC | 0.09% | New | 5,100 | $220K |
| Avior Wealth Management, LLC | 0.01% | New | 5,031 | $217K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,938 | $213K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 4,892 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.7% | 3,826 | $165K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -9.8% | 3,674 | $158K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $87K |
| Cwm, LLC | 0.00% | No change | 2,000 | $86K |
| Principal Securities, Inc. | 0.00% | Add +32.0% | 1,432 | $62K |
| Clearstead Advisors, LLC | 0.00% | Add +2.5% | 1,388 | $60K |
| Montag A & Associates Inc. | 0.00% | No change | 1,339 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,270 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.5% | 923 | $40K |
| Comerica Bank | 0.00% | Reduce -8.1% | 869 | $37K |
| Spire Wealth Management | 0.00% | Add +6.4% | 847 | $37K |
| Hartford Financial Management Inc. | 0.01% | Add +3.9% | 834 | $36K |
| Noble Wealth Management PBC | 0.02% | — | 725 | $31K |
| Parkside Financial Bank & Trust | 0.00% | No change | 700 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 621 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | New | 532 | $23K |
| Mather Group, Llc. | 0.00% | New | 439 | $19K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.8% | 416 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 370 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 325 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 322 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -90.3% | 300 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 298 | $13K |
| Citigroup Inc. | 0.00% | No change | 271 | $12K |
| Wealthspire Advisors, LLC | 0.00% | New | 250 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 243 | $10K |
| Millstone Evans Group, LLC | 0.01% | No change | 241 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Add +7.9% | 231 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | New | 200 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 193 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 187 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 187 | $8K |
| Abound Wealth Management | 0.00% | New | 181 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 180 | $8K |
| First PREMIER Bank | 0.00% | No change | 151 | $7K |
| HM Payson & Co. | 0.00% | No change | 125 | $5K |
| Inlight Wealth Management, LLC | 0.00% | No change | 123 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 114 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 106 | $5K |
| Private Trust Co. NA | 0.00% | New | 94 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $4K |
| Assetmark, Inc. | 0.00% | New | 67 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 63 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -70.0% | 63 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 35 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 42 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 37 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +700.0% | 32 | $1K |
| Key Financial Inc | 0.00% | No change | 6 | $260 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -97.1% | 2 | $89 |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.