TORTOISE ENERGY INFRASTRUCT (TYG) Institutional Shareholders
TORTOISE ENERGY INFRASTRUCT (TYG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $263.47M in TYG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of TYG tracked by InsiderSet, reporting ownership valued at approximately $57.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.96M, representing an estimated loss of -14.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed TYG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in TORTOISE ENERGY INFRASTRUCT (TYG).
This page ranks the largest institutional TYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
153
Total Reported Value
$263.47M
Largest Holder
Morgan Stanley
Largest Position
$57.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
165
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,149,297 | $57,292,489 | $48,960,052 | -$8,332,437 | -14.54% | |
| Advisors Asset Management, Inc. | 0.35% | 422,473 | $21,060,279 | $17,997,350 | -$3,062,929 | -14.54% | |
| Royal Bank Of Canada | 0.00% | 391,435 | $19,513,000 | $16,675,131 | -$2,837,869 | -14.54% | |
| Raymond James Financial Inc | 0.01% | 330,731 | $16,486,924 | $14,089,141 | -$2,397,783 | -14.54% | |
| Absolute Investment Advisers, Llc | 1.40% | 338,029 | $14,491,303 | $14,400,035 | -$91,268 | -0.63% | |
| Bard Associates Inc | 2.46% | 196,526 | $9,796,808 | $8,372,008 | -$1,424,800 | -14.54% | |
| Eagle Bluffs Wealth Management Llc | 2.94% | 151,236 | $7,539,114 | $6,442,654 | -$1,096,460 | -14.54% | |
| Guggenheim Capital Llc | 0.06% | 147,364 | $7,346,095 | $6,277,706 | -$1,068,389 | -14.54% | |
| Arete Wealth Advisors, Llc | 0.51% | 137,010 | $6,822,433 | $5,836,626 | -$985,807 | -14.45% | |
| Wells Fargo & Company/Mn | 0.00% | 128,617 | $6,411,581 | $5,479,084 | -$932,497 | -14.54% | |
| Lpl Financial Llc | 0.00% | 121,165 | $6,040,082 | $5,161,629 | -$878,453 | -14.54% | |
| American Financial Group Inc | 2.05% | 110,102 | $5,488,585 | $4,690,345 | -$798,240 | -14.54% | |
| Meixler Investment Management, Ltd. | 2.29% | 96,803 | $4,149,945 | $4,123,808 | -$26,137 | -0.63% | |
| Ubs Group Ag | 0.00% | 77,974 | $3,887,004 | $3,321,692 | -$565,312 | -14.54% | |
| Certuity, Llc | 0.18% | 85,000 | $3,643,950 | $3,621,000 | -$22,950 | -0.63% | |
| Bank Of America Corp | 0.00% | 62,963 | $3,138,685 | $2,682,224 | -$456,461 | -14.54% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 61,294 | $3,055,506 | $2,611,124 | -$444,382 | -14.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 67,256 | $2,916,877 | $2,865,106 | -$51,771 | -1.77% | |
| Mariner, Llc | 0.00% | 57,645 | $2,873,596 | $2,455,677 | -$417,919 | -14.54% | |
| Evolve Private Wealth, Llc | 0.12% | 45,677 | $2,276,985 | $1,945,840 | -$331,145 | -14.54% | |
| Closed-End Fund Advisors, Inc. | 1.87% | 44,601 | $1,912,030 | $1,900,003 | -$12,027 | -0.63% | |
| Invesco Ltd. | 0.00% | 38,065 | $1,897,540 | $1,621,569 | -$275,971 | -14.54% | |
| First Foundation Advisors | 0.08% | 37,926 | $1,890,611 | $1,615,648 | -$274,963 | -14.54% | |
| 180 Wealth Advisors, Llc | 0.19% | 43,329 | $1,857,513 | $1,845,815 | -$11,698 | -0.63% | |
| Stifel Financial Corp | 0.00% | 34,718 | $1,730,720 | $1,478,987 | -$251,733 | -14.54% | |
| Commerce Bank | 0.01% | 34,238 | $1,706,765 | $1,458,539 | -$248,226 | -14.54% | |
| D.A. Davidson & Co. | 0.01% | 38,995 | $1,671,744 | $1,661,187 | -$10,557 | -0.63% | |
| &Partners | 0.01% | 29,734 | $1,482,261 | $1,266,668 | -$215,593 | -14.54% | |
| Wj Financial Advisors Llc | 1.15% | 28,581 | $1,424,763 | $1,217,551 | -$207,212 | -14.54% | |
| Oppenheimer & Co Inc | 0.01% | 32,479 | $1,392,375 | $1,383,605 | -$8,770 | -0.63% | |
| Navis Wealth Advisors, Llc | 0.71% | 27,814 | $1,386,528 | $1,184,876 | -$201,652 | -14.54% | |
| Lido Advisors, Llc | 0.01% | 27,406 | $1,366,187 | $1,167,496 | -$198,691 | -14.54% | |
| Kercheville Advisors, Llc | 0.41% | 31,559 | $1,352,947 | $1,344,413 | -$8,534 | -0.63% | |
| Osaic Holdings, Inc. | 0.00% | 26,165 | $1,304,426 | $1,114,629 | -$189,797 | -14.55% | |
| Alessandra Capital Management, Llc | 0.92% | 30,328 | $1,300,141 | $1,291,973 | -$8,168 | -0.63% | |
| Ariadne Wealth Management, Lp | 0.56% | 25,100 | $1,251,235 | $1,069,260 | -$181,975 | -14.54% | |
| Lasalle St. Investment Advisors, Llc | 0.17% | 23,795 | $1,186,189 | $1,013,667 | -$172,522 | -14.54% | |
| Private Advisor Group, Llc | 0.01% | 26,046 | $1,116,590 | $1,109,560 | -$7,030 | -0.63% | |
| United Capital Financial Advisors, Llc | 0.01% | 21,400 | $1,066,790 | $911,640 | -$155,150 | -14.54% | |
| Cahill Financial Advisors Inc | 0.12% | 21,375 | $1,065,523 | $910,575 | -$154,948 | -14.54% | |
| Investment Research Partners Llc | 0.42% | 20,752 | $1,034,512 | $884,035 | -$150,477 | -14.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,872 | $980,540 | $974,347 | -$6,193 | -0.63% | |
| Cetera Investment Advisers | 0.00% | 18,902 | $942,288 | $805,225 | -$137,063 | -14.55% | |
| Hightower Advisors, Llc | 0.00% | 18,211 | $907,848 | $775,789 | -$132,059 | -14.55% | |
| Nwf Advisory Services Inc. | 0.08% | 20,063 | $860,104 | $854,684 | -$5,420 | -0.63% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 16,920 | $843,462 | $720,792 | -$122,670 | -14.54% | |
| Avior Wealth Management, Llc | 0.02% | 18,852 | $808,202 | $803,095 | -$5,107 | -0.63% | |
| 1620 Investment Advisors, Inc. | 0.50% | 18,700 | $801,691 | $796,620 | -$5,071 | -0.63% | |
| Independent Advisor Alliance | 0.01% | 15,020 | $748,728 | $639,852 | -$108,876 | -14.54% | |
| Harbour Investments, Inc. | 0.01% | 14,871 | $741,435 | $633,505 | -$107,930 | -14.56% |
Frequently asked questions about TYG
Who owns the most TYG stock?
The largest holders of TYG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TORTOISE ENERGY INFRASTRUCT (TYG).
Is TYG widely held by superinvestors?
Many widely followed stocks like TYG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TYG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.