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 |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 4,892 | $244K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,770 | $238K |
| Spirepoint Private Client, LLC | 0.02% | New | 4,298 | $214K |
| Harbour Wealth Management Group, Inc. | 0.16% | New | 4,259 | $212K |
| Fortitude Advisory Group L.L.C. | 0.09% | New | 4,093 | $204K |
| Captrust Financial Advisors | 0.00% | New | 4,073 | $203K |
| CoreCap Advisors, LLC | 0.00% | Add +1937.7% | 2,323 | $116K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 2,100 | $105K |
| Cwm, LLC | 0.00% | No change | 2,000 | $100K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $95K |
| Clearstead Advisors, LLC | 0.00% | Add +3.1% | 1,580 | $79K |
| Spire Wealth Management | 0.00% | Add +82.3% | 1,548 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.8% | 1,471 | $73K |
| Montag A & Associates Inc. | 0.00% | No change | 1,304 | $65K |
| Hartford Financial Management Inc. | 0.01% | Reduce -15.7% | 1,049 | $52K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,000 | $50K |
| Noble Wealth Management PBC | 0.02% | Add +26.6% | 918 | $46K |
| Fifth Third Bancorp | 0.00% | New | 713 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 621 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.2% | 671 | $31K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -75.3% | 468 | $23K |
| Mather Group, Llc. | 0.00% | New | 439 | $22K |
| Holos Integrated Wealth LLC | 0.01% | New | 443 | $21K |
| JPMorgan Chase & Co. | 0.00% | No change | 416 | $21K |
| UMB Bank, n.a. | 0.00% | Add +18.1% | 384 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 322 | $16K |
| West Branch Capital LLC | 0.00% | Add +3.0% | 306 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 298 | $15K |
| Citigroup Inc. | 0.00% | No change | 271 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 255 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.9% | 245 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 245 | $12K |
| FMR LLC | 0.00% | New | 228 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -8.6% | 222 | $11K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 193 | $10K |
| Southern Michigan Bank & Trust | 0.00% | — | 192 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 187 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 187 | $9K |
| Abound Wealth Management | 0.00% | No change | 181 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 180 | $9K |
| First PREMIER Bank | 0.00% | No change | 151 | $8K |
| HM Payson & Co. | 0.00% | No change | 125 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 100 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $4K |
| Assetmark, Inc. | 0.00% | No change | 67 | $3K |
| Addison Advisors LLC | 0.00% | No change | 63 | $3K |
| Covestor Ltd | 0.00% | No change | 56 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 63 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 35 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.6% | 39 | $2K |
| Strategic Advocates LLC | 0.01% | Reduce -99.7% | 39 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | New | 12 | $553 |
| Key Financial Inc | 0.00% | No change | 6 | $299 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $109 |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.