Tortoise Energy InfrastructTYG
13F holders, Q1 2026 (March 31)158holders −5
16new positions
19sold out
$49.75avg. 13F price*
At the end of Q1 2026, 158 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, down 5 from Q4 2025. 16 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($57.3M), Penserra Capital Management LLC ($26.9M) and Advisors Asset Management, Inc. ($21.1M).
- Company
- Tortoise Energy Infrastruct
- CUSIP
- 89147L886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.2M |
| Exits | 19 | $10.8M |
All 13F filers, Q4 2025 → Q1 2026: 749,072 shares bought and 865,459 shares sold, net −116,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.00% | Reduce -7.4% | 1,149,297 | $57.3M |
| Penserra Capital Management LLC | 0.32% | Add +240.1% | 540,573 | $26.9M |
| Advisors Asset Management, Inc. | 0.35% | Add +10.7% | 422,473 | $21.1M |
| Royal Bank of Canada | 0.00% | Add +17.5% | 391,435 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 330,731 | $16.5M |
| Bard Associates Inc. | 2.46% | Add +0.4% | 196,526 | $9.8M |
| Eagle Bluffs Wealth Management LLC | 2.94% | Add +1.2% | 151,236 | $7.5M |
| Guggenheim Capital LLC | 0.06% | Add +11.7% | 147,364 | $7.3M |
| Arete Wealth Advisors, LLC | 0.51% | Add +2.5% | 137,010 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -40.2% | 128,617 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 121,165 | $6.0M |
| American Financial Group Inc. | 2.04% | No change | 110,102 | $5.5M |
| Meixler Investment Management, Ltd. | 2.60% | Add +8.1% | 103,971 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.8% | 86,439 | $4.3M |
| Certuity, LLC | 0.28% | No change | 85,000 | $4.2M |
| UBS Group AG | 0.00% | Add +12.9% | 77,974 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 68,941 | $3.4M |
| Bank of America Corp. | 0.00% | Reduce -32.3% | 62,963 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +66.4% | 61,294 | $3.1M |
| Mariner, LLC | 0.00% | Add +2.7% | 57,645 | $2.9M |
| Closed-End Fund Advisors, Inc. | 2.39% | Reduce -35.8% | 47,117 | $2.3M |
| 180 Wealth Advisors, LLC | 0.26% | Reduce -1.3% | 45,754 | $2.3M |
| Evolve Private Wealth, LLC | 0.12% | Reduce -0.7% | 45,677 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -72.3% | 46,295 | $2.2M |
| Monetary Management Group Inc. | 0.48% | Reduce -1.5% | 40,012 | $2.0M |
| Invesco Ltd. | 0.00% | Add +32.0% | 38,065 | $1.9M |
| First Foundation Advisors | 0.08% | Add +46.1% | 37,926 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.4% | 37,240 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -7.4% | 34,718 | $1.7M |
| Commerce Bank | 0.01% | Add +3.3% | 34,238 | $1.7M |
| Alessandra Capital Management, LLC | 1.32% | Add +19.6% | 31,099 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +3.3% | 30,254 | $1.5M |
| &partners | 0.01% | Add +441.3% | 29,734 | $1.5M |
| WJ Financial Advisors LLC | 1.15% | Add +2.4% | 28,581 | $1.4M |
| Navis Wealth Advisors, LLC | 0.71% | New | 27,814 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +41.6% | 27,406 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 26,165 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | Reduce -51.1% | 25,782 | $1.3M |
| Ariadne Wealth Management, LP | 0.56% | No change | 25,100 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +55.5% | 23,795 | $1.2M |
| Kercheville Advisors, LLC | 0.37% | Add +8.2% | 23,100 | $1.2M |
| NWF Advisory Services Inc. | 0.12% | Add +2.7% | 21,636 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 21,400 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +1.2% | 21,375 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 20,852 | $1.0M |
| Investment Research Partners LLC | 0.42% | Add +0.9% | 20,752 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 18,902 | $942K |
| 1620 Investment Advisors, Inc. | 0.64% | Add +1.8% | 18,838 | $939K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 18,211 | $908K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -87.8% | 16,920 | $843K |
| John G Ullman & Associates Inc. | 0.10% | Reduce -1.0% | 15,083 | $752K |
| Concorde Asset Management, LLC | 0.37% | Reduce -0.1% | 15,078 | $752K |
| Independent Advisor Alliance | 0.01% | New | 15,020 | $749K |
| Segment Wealth Management, LLC | 0.04% | No change | 15,000 | $748K |
| Harbour Investments, Inc. | 0.01% | Add +115.7% | 14,871 | $741K |
| WCG Wealth Advisors LLC | 0.02% | Add +0.8% | 13,730 | $684K |
| Samalin Investment Counsel, LLC | 0.24% | Add +0.1% | 13,730 | $684K |
| Advisory Services Network, LLC | 0.01% | Add +11.5% | 13,676 | $682K |
| ArchPoint Investors | 0.16% | No change | 13,329 | $664K |
| Invested Advisors | 0.63% | Reduce -0.7% | 12,573 | $627K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.1% | 12,566 | $626K |
| Private Advisor Group, LLC | 0.00% | Reduce -76.2% | 12,469 | $622K |
| Verity Asset Management, Inc. | 0.26% | Add +1.6% | 12,448 | $621K |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 12,831 | $617K |
| Kovack Advisors, Inc. | 0.03% | Add +12.1% | 13,103 | $608K |
| Manhattan West Asset Management, LLC | 0.11% | No change | 11,730 | $585K |
| Avior Wealth Management, LLC | 0.02% | Add +66.5% | 11,581 | $577K |
| DAVENPORT & Co LLC | 0.00% | Add +35.8% | 11,129 | $555K |
| Wealth Alliance, LLC | 0.05% | Reduce -1.8% | 10,960 | $546K |
| MAI Capital Management | 0.00% | Reduce -17.6% | 10,121 | $505K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -37.9% | 10,104 | $504K |
| Next Capital Management LLC | 0.15% | No change | 9,770 | $487K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +6.3% | 9,752 | $486K |
| Diversified Trust Co. | 0.01% | Add +1.7% | 9,259 | $462K |
| Cornerstone Advisory, LLC | 0.04% | Add +0.5% | 8,736 | $436K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -47.5% | 8,724 | $435K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,610 | $429K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 8,610 | $429K |
| Avail Investment Partners, LLC | 0.44% | — | 8,179 | $408K |
| OpenArc Corporate Advisory, LLC | 0.01% | No change | 7,619 | $380K |
| Fiduciary Alliance LLC | 0.02% | Add +9.3% | 7,913 | $376K |
| Old Port Advisors | 0.09% | Reduce -0.5% | 7,506 | $374K |
| Catalina Capital Group, LLC | 0.23% | Reduce -10.3% | 7,426 | $370K |
| Sigma Planning Corp | 0.01% | Add +7.2% | 7,390 | $368K |
| Benjamin Edwards Inc. | 0.00% | Add +1.0% | 7,249 | $361K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,180 | $358K |
| Abundance Wealth Counselors | 0.05% | Reduce -1.0% | 7,013 | $350K |
| Creative Planning | 0.00% | Add +4.4% | 6,957 | $347K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.1% | 6,754 | $337K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,479 | $323K |
| Cary Street Partners Financial LLC | 0.01% | No change | 6,270 | $313K |
| Eastern Bank | 0.01% | No change | 5,847 | $291K |
| Values Added Financial LLC | 0.12% | No change | 5,716 | $285K |
| Jane Street Group, LLC | 0.00% | Reduce -71.3% | 5,702 | $284K |
| XML Financial, LLC | 0.02% | No change | 5,702 | $284K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,332 | $266K |
| MBA Advisors LLC | 0.10% | No change | 5,280 | $263K |
| Baird Financial Group, Inc. | 0.00% | Add +4.2% | 5,127 | $256K |
| PSI Advisors, LLC | 0.06% | New | 4,988 | $249K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 4,950 | $247K |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.