TYG Institutional Ownership & Shareholders
TORTOISE ENERGY INFRASTRUCT (TYG) is currently held by 165 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $298.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of TYG tracked by InsiderSet, reporting ownership valued at approximately $55.66M in its June 30, 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 $53.16M, representing an estimated loss of -4.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed TYG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Penserra Capital Management Llc, Raymond James Financial Inc, 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
165
Total Reported Value
$298.36M
Largest Holder
Morgan Stanley
Largest Position
$55.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
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% | 1,298,404 | $55,662,619 | $53,156,660 | -$2,505,959 | -4.50% | |
| Penserra Capital Management Llc | 0.19% | 569,271 | $24,404,000 | $23,305,955 | -$1,098,045 | -4.50% | |
| Raymond James Financial Inc | 0.01% | 452,441 | $19,396,143 | $18,522,935 | -$873,208 | -4.50% | |
| Royal Bank Of Canada | 0.00% | 286,038 | $12,262,000 | $11,710,396 | -$551,604 | -4.50% | |
| Bard Associates Inc | 1.87% | 196,455 | $8,422,044 | $8,042,868 | -$379,176 | -4.50% | |
| Guggenheim Capital Llc | 0.05% | 167,891 | $7,197,487 | $6,873,458 | -$324,029 | -4.50% | |
| Quarry Lp | 1.12% | 165,345 | $7,088,341 | $6,769,224 | -$319,117 | -4.50% | |
| Almitas Capital Llc | 1.66% | 161,872 | $6,939,453 | $6,627,040 | -$312,413 | -4.50% | |
| Wells Fargo & Company/Mn | 0.00% | 158,400 | $6,790,587 | $6,484,896 | -$305,691 | -4.50% | |
| Eagle Bluffs Wealth Management Llc | 2.07% | 156,999 | $6,011,492 | $6,427,539 | +$416,047 | +6.92% | |
| Sit Investment Associates Inc | 0.11% | 137,849 | $5,910,000 | $5,643,538 | -$266,462 | -4.51% | |
| Arete Wealth Advisors, Llc | 0.39% | 137,223 | $5,882,789 | $5,617,910 | -$264,879 | -4.50% | |
| Lpl Financial Llc | 0.00% | 125,793 | $5,392,735 | $5,149,965 | -$242,770 | -4.50% | |
| Jpmorgan Chase & Co | 0.00% | 122,657 | $5,260,758 | $5,021,578 | -$239,180 | -4.55% | |
| Absolute Investment Advisers, Llc | 0.46% | 131,269 | $5,026,290 | $5,374,153 | +$347,863 | +6.92% | |
| American Financial Group Inc | 1.68% | 110,102 | $4,720,073 | $4,507,576 | -$212,497 | -4.50% | |
| Rivernorth Capital Management, Llc | 0.22% | 106,305 | $4,557,295 | $4,352,127 | -$205,168 | -4.50% | |
| Janney Montgomery Scott Llc | 0.01% | 103,961 | $4,457,000 | $4,256,163 | -$200,837 | -4.51% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.32% | 100,275 | $4,298,789 | $4,105,259 | -$193,531 | -4.50% | |
| Meixler Investment Management, Ltd. | 2.29% | 96,803 | $4,149,945 | $3,963,115 | -$186,830 | -4.50% | |
| Ubs Group Ag | 0.00% | 88,337 | $3,787,007 | $3,616,517 | -$170,490 | -4.50% | |
| Prairie Wealth Advisors, Inc. | 0.75% | 0 | $3,469,151 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 84,499 | $3,292,083 | $3,459,389 | +$167,306 | +5.08% | |
| Certuity, Llc | 0.15% | 85,000 | $3,254,650 | $3,479,900 | +$225,250 | +6.92% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 70,170 | $3,008,188 | $2,872,760 | -$135,428 | -4.50% | |
| Commerce Bank | 0.01% | 68,825 | $2,950,528 | $2,817,696 | -$132,833 | -4.50% | |
| D.A. Davidson & Co. | 0.01% | 70,830 | $2,712,082 | $2,899,780 | +$187,698 | +6.92% | |
| Advisors Asset Management, Inc. | 0.04% | 95,750 | $2,673,340 | $3,920,005 | +$1,246,665 | +46.63% | |
| Yakira Capital Management, Inc. | 0.78% | 61,881 | $2,652,838 | $2,533,408 | -$119,430 | -4.50% | |
| Bank Of America Corp | 0.00% | 61,023 | $2,616,054 | $2,498,282 | -$117,772 | -4.50% | |
| Mariner, Llc | 0.00% | 59,756 | $2,561,747 | $2,446,411 | -$115,336 | -4.50% | |
| Lido Advisors, Llc | 0.01% | 53,610 | $2,298,270 | $2,194,793 | -$103,477 | -4.50% | |
| North Ground Capital | 2.30% | 44,800 | $1,920,576 | $1,834,112 | -$86,464 | -4.50% | |
| Closed-End Fund Advisors, Inc. | 1.87% | 44,601 | $1,912,030 | $1,825,965 | -$86,065 | -4.50% | |
| 180 Wealth Advisors, Llc | 0.19% | 43,329 | $1,857,513 | $1,773,889 | -$83,624 | -4.50% | |
| Invesco Ltd. | 0.00% | 42,020 | $1,801,397 | $1,720,299 | -$81,098 | -4.50% | |
| Stifel Financial Corp | 0.00% | 41,604 | $1,783,558 | $1,703,268 | -$80,290 | -4.50% | |
| First Foundation Advisors | 0.06% | 40,832 | $1,750,468 | $1,671,662 | -$78,806 | -4.50% | |
| &Partners | 0.01% | 40,298 | $1,727,566 | $1,649,800 | -$77,766 | -4.50% | |
| Evolve Private Wealth, Llc | 0.10% | 37,508 | $1,607,956 | $1,535,578 | -$72,378 | -4.50% | |
| Jane Street Group, Llc | 0.00% | 32,186 | $1,379,813 | $1,317,695 | -$62,118 | -4.50% | |
| Wj Financial Advisors Llc | 0.99% | 31,301 | $1,341,874 | $1,281,463 | -$60,411 | -4.50% | |
| Osaic Holdings, Inc. | 0.00% | 29,733 | $1,274,726 | $1,217,269 | -$57,457 | -4.51% | |
| Monetary Management Group Inc | 0.25% | 28,405 | $1,217,722 | $1,162,901 | -$54,821 | -4.50% | |
| Alessandra Capital Management, Llc | 0.85% | 31,486 | $1,205,612 | $1,289,037 | +$83,425 | +6.92% | |
| Kercheville Advisors, Llc | 0.31% | 29,685 | $1,136,624 | $1,215,304 | +$78,680 | +6.92% | |
| Private Advisor Group, Llc | 0.01% | 26,046 | $1,116,590 | $1,066,323 | -$50,267 | -4.50% | |
| Ariadne Wealth Management, Lp | 0.48% | 25,100 | $1,076,037 | $1,027,594 | -$48,443 | -4.50% | |
| Lasalle St. Investment Advisors, Llc | 0.13% | 24,545 | $1,052,252 | $1,004,872 | -$47,380 | -4.50% | |
| Avior Wealth Management, Llc | 0.03% | 25,093 | $960,817 | $1,027,307 | +$66,490 | +6.92% |
Frequently asked questions about TYG
Who are the largest institutional holders of TYG?
The largest institutional holders of TYG reported in the latest SEC Form 13F filings include Morgan Stanley, Penserra Capital Management Llc, Raymond James Financial Inc, Royal Bank Of Canada, and Bard Associates Inc. InsiderSet ranks institutional holders by their latest reported TYG position.
What is TYG institutional ownership?
This page tracks TYG positions reported by institutional investment managers through SEC Form 13F. TORTOISE ENERGY INFRASTRUCT (TYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TYG?
InsiderSet currently tracks 165 institutional managers reporting TYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TYG shareholders.
How much TYG stock do institutions own?
Institutional investment managers disclosed approximately $298.36M in TYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TYG institutional ownership last updated?
The latest TYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TYG position after the reporting date.
Are institutions buying or selling TYG?
Institutional buying and selling can be analyzed by comparing TYG positions across consecutive 13F reporting periods. InsiderSet's TYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TYG ownership changes.
How has TYG institutional ownership changed over time?
InsiderSet tracks TYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.