Tortoise Energy InfrastructTYG
13F holders, Q4 2025 (December 31)163holders +20
27new positions
12sold out
$40.96avg. 13F price*
At the end of Q4 2025, 163 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, up 20 from Q3 2025. 27 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($50.8M), Advisors Asset Management, Inc. ($15.6M) and Royal Bank of Canada ($13.6M).
- Company
- Tortoise Energy Infrastruct
- CUSIP
- 89147L886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $7.6M |
| Exits | 12 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,013,175 shares bought and 207,198 shares sold, net +805,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Morgan Stanley | 0.00% | Add +16.4% | 1,241,397 | $50.8M |
| Advisors Asset Management, Inc. | 0.26% | Add +17.9% | 381,612 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 333,131 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 326,339 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 215,011 | $8.8M |
| Bard Associates Inc. | 2.06% | Add +71.1% | 195,725 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +19.5% | 167,078 | $6.9M |
| Penserra Capital Management LLC | 0.08% | Add +10.2% | 158,953 | $6.5M |
| Eagle Bluffs Wealth Management LLC | 2.48% | Add +74.0% | 149,482 | $6.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.0% | 138,490 | $5.7M |
| Sit Investment Associates Inc. | 0.11% | Add +7.3% | 135,345 | $5.5M |
| Arete Wealth Advisors, LLC | 0.38% | Add +2.1% | 133,729 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +19.0% | 131,916 | $5.4M |
| LPL Financial LLC | 0.00% | Add +9.3% | 126,953 | $5.2M |
| American Financial Group Inc. | 1.67% | No change | 110,102 | $4.5M |
| Meixler Investment Management, Ltd. | 2.39% | Add +3.6% | 96,186 | $3.9M |
| Bank of America Corp. | 0.00% | Add +35.1% | 92,966 | $3.8M |
| Certuity, LLC | 0.22% | No change | 85,000 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +111.0% | 73,379 | $3.0M |
| Closed-End Fund Advisors, Inc. | 1.77% | — | 73,348 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +67.7% | 71,066 | $2.9M |
| UBS Group AG | 0.00% | Add +71.8% | 69,068 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -2.5% | 56,121 | $2.3M |
| Cohen & Steers, Inc. | 0.00% | Add +69.4% | 52,782 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +306.8% | 52,420 | $2.1M |
| Zimmer Partners, LP | 0.05% | Reduce -38.6% | 50,000 | $2.0M |
| 180 Wealth Advisors, LLC | 0.22% | Reduce -1.1% | 46,377 | $1.9M |
| Evolve Private Wealth, LLC | 0.11% | — | 45,988 | $1.9M |
| Monetary Management Group Inc. | 0.38% | Reduce -1.2% | 40,626 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 37,497 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.8% | 36,835 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +31.8% | 34,054 | $1.4M |
| Commerce Bank | 0.01% | Add +60.2% | 33,131 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +101.3% | 29,290 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -15.9% | 28,826 | $1.2M |
| Ariadne Wealth Management, LP | 0.49% | No change | 25,100 | $1.2M |
| WJ Financial Advisors LLC | 1.02% | Add +16.3% | 27,913 | $1.1M |
| MGB Wealth Management, LLC | 0.31% | Add +1.9% | 26,689 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +48.5% | 26,540 | $1.1M |
| Alessandra Capital Management, LLC | 0.94% | — | 25,995 | $1.1M |
| First Foundation Advisors | 0.04% | New | 25,952 | $1.1M |
| Kercheville Advisors, LLC | 0.25% | Add +6.6% | 21,343 | $972K |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.9% | 21,400 | $875K |
| Cahill Financial Advisors Inc. | 0.09% | Add +1.6% | 21,119 | $864K |
| NWF Advisory Services Inc. | 0.10% | Add +65.3% | 21,076 | $862K |
| Investment Research Partners LLC | 0.36% | New | 20,575 | $842K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 19,355 | $834K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.6% | 20,366 | $833K |
| Jane Street Group, LLC | 0.00% | Add +29.5% | 19,904 | $814K |
| 1620 Investment Advisors, Inc. | 0.51% | Add +0.2% | 18,506 | $757K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 18,299 | $748K |
| Cetera Investment Advisers | 0.00% | Add +27.4% | 17,696 | $724K |
| Uhlmann Price Securities, LLC | 0.42% | Add +18.2% | 17,137 | $701K |
| Quadrant Private Wealth Management, LLC | 0.11% | No change | 16,610 | $679K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +343.1% | 16,280 | $666K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -18.6% | 15,305 | $625K |
| John G Ullman & Associates Inc. | 0.08% | No change | 15,241 | $623K |
| Concorde Asset Management, LLC | 0.25% | Add +0.1% | 15,092 | $617K |
| Segment Wealth Management, LLC | 0.04% | No change | 15,000 | $614K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 14,575 | $596K |
| Samalin Investment Counsel, LLC | 0.20% | Add +2.8% | 13,712 | $561K |
| WCG Wealth Advisors LLC | 0.02% | New | 13,628 | $557K |
| ArchPoint Investors | 0.13% | No change | 13,329 | $545K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.4% | 13,246 | $542K |
| Corient Private Wealth LP | 0.00% | Add +17.8% | 12,677 | $519K |
| Invested Advisors | 0.54% | New | 12,655 | $518K |
| MAI Capital Management | 0.00% | Add +5.0% | 12,287 | $503K |
| Advisory Services Network, LLC | 0.01% | Add +3.3% | 12,263 | $502K |
| Verity Asset Management, Inc. | 0.22% | Add +11.1% | 12,258 | $501K |
| Manhattan West Asset Management, LLC | 0.10% | No change | 11,730 | $480K |
| Kovack Advisors, Inc. | 0.02% | New | 11,690 | $478K |
| Wealth Alliance, LLC | 0.04% | New | 11,162 | $457K |
| Strategic Advocates LLC | 0.12% | Reduce -14.5% | 11,198 | $456K |
| Next Capital Management LLC | 0.13% | No change | 9,770 | $400K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +24.9% | 9,176 | $375K |
| Diversified Trust Co. | 0.01% | Add +4.1% | 9,106 | $372K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -3.5% | 8,692 | $355K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,610 | $352K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,610 | $352K |
| RFG Advisory, LLC | 0.01% | New | 8,449 | $346K |
| Catalina Capital Group, LLC | 0.21% | Add +30.7% | 8,275 | $338K |
| DAVENPORT & Co LLC | 0.00% | Add +2.2% | 8,197 | $335K |
| Absolute Investment Advisers, LLC | 0.04% | New | 7,570 | $316K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,619 | $312K |
| Quarry LP | 0.05% | New | 7,570 | $310K |
| Old Port Advisors | 0.08% | Reduce -4.5% | 7,543 | $309K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,524 | $308K |
| Fiduciary Alliance LLC | 0.02% | Reduce -3.9% | 7,240 | $296K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.9% | 7,180 | $294K |
| Abundance Wealth Counselors | 0.05% | New | 7,081 | $290K |
| Avior Wealth Management, LLC | 0.01% | Add +38.2% | 6,954 | $284K |
| Sigma Planning Corp | 0.01% | New | 6,896 | $282K |
| Harbour Investments, Inc. | 0.01% | Add +12.0% | 6,894 | $282K |
| Creative Planning | 0.00% | New | 6,663 | $273K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +21.6% | 6,486 | $265K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,479 | $265K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -10.0% | 6,270 | $256K |
| Tortoise Capital Advisors, L.L.C. | 0.00% | New | 6,112 | $250K |
| Eastern Bank | 0.00% | No change | 5,847 | $239K |
| Values Added Financial LLC | 0.10% | No change | 5,716 | $234K |
| Corecam Pte. Ltd. | 0.12% | New | 5,710 | $234K |
| XML Financial, LLC | 0.02% | New | 5,702 | $233K |
| &partners | 0.00% | New | 5,493 | $225K |
| MBA Advisors LLC | 0.09% | Add +3.5% | 5,280 | $216K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 5,162 | $211K |
| Baird Financial Group, Inc. | 0.00% | New | 4,920 | $201K |
| First National Bank of Mount Dora, Trust Investment Services | 0.04% | No change | 4,892 | $200K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.4% | 3,352 | $137K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +600.0% | 2,100 | $86K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $83K |
| Cwm, LLC | 0.00% | No change | 2,000 | $82K |
| Rockefeller Capital Management L.P. | 0.00% | Add +255.6% | 1,892 | $77K |
| Clearstead Advisors, LLC | 0.00% | Add +10.4% | 1,533 | $63K |
| Montag A & Associates Inc. | 0.00% | Reduce -2.6% | 1,304 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,270 | $52K |
| Hartford Financial Management Inc. | 0.01% | Add +49.2% | 1,244 | $51K |
| Comerica Bank | 0.00% | Add +27.9% | 1,111 | $45K |
| Wolverine Asset Management LLC | 0.00% | Reduce -79.0% | 1,078 | $44K |
| Parkside Financial Bank & Trust | 0.00% | Add +42.9% | 1,000 | $41K |
| SageView Advisory Group, LLC | 0.00% | New | 951 | $39K |
| Spire Wealth Management | 0.00% | Add +0.2% | 849 | $35K |
| Noble Wealth Management PBC | 0.01% | No change | 725 | $30K |
| US Bancorp \de | 0.00% | New | 647 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 621 | $25K |
| JPMorgan Chase & Co. | 0.00% | No change | 416 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -58.5% | 383 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 325 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 322 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 298 | $12K |
| West Branch Capital LLC | 0.00% | New | 297 | $12K |
| Citigroup Inc. | 0.00% | No change | 271 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -33.8% | 245 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 255 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 243 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.0% | 238 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $8K |
| 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% | No change | 181 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 180 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 152 | $6K |
| First PREMIER Bank | 0.00% | No change | 151 | $6K |
| 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 |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $4K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 98 | $4K |
| Quaker Wealth Management, LLC | 0.00% | New | 92 | $4K |
| Assetmark, Inc. | 0.00% | No change | 67 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 63 | $3K |
| Addison Advisors LLC | 0.00% | No change | 63 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $2K |
| Covestor Ltd | 0.00% | New | 56 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $2K |
| Rhumbline Advisers | 0.00% | New | 39 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.7% | 38 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 35 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 19 | $777 |
| Key Financial Inc | 0.00% | No change | 6 | $245 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $87 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.8% | 2 | $82 |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.