TORTOISE ENERGY INFRSTRCTR C (TYG)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
158
Reporting holders
$294.9M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.7M | 1,298,404 | 0.00% | 25q | +13.0%+$6.4M |
| RAYMOND JAMES FINANCIAL INC | $19.4M | 452,441 | 0.01% | 7q | +36.8%+$5.2M |
| Advisors Asset Management, Inc. | $16.7M | 390,431 | 0.26% | 25q | -7.6%-$1.4M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $14.5M | 338,029 | 1.40% | new | NEW |
| ROYAL BANK OF CANADA | $12.3M | 286,038 | 0.00% | 25q | -26.9%-$4.5M |
| BARD ASSOCIATES INC | $8.4M | 196,455 | 1.87% | 8q | HELD |
| GUGGENHEIM CAPITAL LLC | $7.2M | 167,891 | 0.05% | 25q | +13.9%+$880.0K |
| Quarry LP | $7.1M | 165,345 | 0.59% | new | NEW |
| Almitas Capital LLC | $6.9M | 161,872 | 1.66% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.8M | 158,400 | 0.00% | 25q | -38.4%-$4.2M |
| Eagle Bluffs Wealth Management LLC | $6.6M | 153,967 | 2.21% | 12q | +1.8%+$117.1K |
| Arete Wealth Advisors, LLC | $5.9M | 137,223 | 0.13% | 24q | HELD |
| TORNO CAPITAL, LLC | $5.6M | 130,000 | 0.16% | new | NEW |
| LPL Financial LLC | $5.4M | 125,793 | 0.00% | 22q | +3.8%+$198.4K |
| JPMORGAN CHASE & CO | $5.3M | 122,657 | 0.00% | 7q | +29384.9%+$5.2M |
| AMERICAN FINANCIAL GROUP INC | $4.7M | 110,102 | 1.66% | 25q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.6M | 106,305 | 0.22% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $4.3M | 100,275 | 1.32% | new | NEW |
| Meixler Investment Management, Ltd. | $4.1M | 96,803 | 2.29% | 7q | -6.9%-$307.3K |
| UBS Group AG | $3.8M | 88,337 | 0.00% | 25q | +13.3%+$444.3K |
| CERTUITY, LLC | $3.6M | 85,000 | 0.18% | 15q | HELD |
| Prairie Wealth Advisors, Inc. | $3.4M | 0 | 0.80% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.0M | 70,170 | 0.02% | 25q | +14.5%+$380.5K |
| COMMERCE BANK | $3.0M | 68,825 | 0.01% | 6q | +101.0%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 67,256 | 0.00% | 10q | +45.3%+$909.1K |
| Yakira Capital Management, Inc. | $2.7M | 61,881 | 0.76% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.6M | 61,023 | 0.00% | 25q | -3.1%-$83.2K |
| Mariner, LLC | $2.6M | 59,756 | 0.00% | 25q | +3.7%+$90.5K |
| Lido Advisors, LLC | $2.3M | 53,610 | 0.01% | 4q | +95.6%+$1.1M |
| North Ground Capital | $1.9M | 44,800 | 2.30% | new | NEW |
| Closed-End Fund Advisors, Inc. | $1.9M | 44,601 | 1.87% | 3q | -5.3%-$107.9K |
| 180 WEALTH ADVISORS, LLC | $1.9M | 43,329 | 0.19% | 25q | -5.3%-$104.0K |
| Invesco Ltd. | $1.8M | 42,020 | 0.00% | 7q | +10.4%+$169.6K |
| STIFEL FINANCIAL CORP | $1.8M | 41,604 | 0.00% | 25q | +19.8%+$295.2K |
| FIRST FOUNDATION ADVISORS | $1.8M | 40,832 | 0.06% | 3q | +7.7%+$124.6K |
| &PARTNERS | $1.7M | 40,298 | 0.01% | 3q | +35.5%+$452.9K |
| D.A. DAVIDSON & CO. | $1.7M | 38,995 | 0.01% | 10q | +28.9%+$374.7K |
| EVOLVE PRIVATE WEALTH, LLC | $1.6M | 37,508 | 0.10% | 3q | -17.9%-$350.2K |
| OPPENHEIMER & CO INC | $1.4M | 32,479 | 0.01% | 14q | -12.8%-$204.1K |
| JANE STREET GROUP, LLC | $1.4M | 32,186 | 0.00% | 4q | +464.5%+$1.1M |
| Corient Private Wealth LP | $1.4M | 32,056 | 0.00% | 4q | +149.8%+$824.2K |
| Kercheville Advisors, LLC | $1.4M | 31,559 | 0.41% | 7q | +36.6%+$362.6K |
| WJ Financial Advisors LLC | $1.3M | 31,301 | 0.99% | 4q | +9.5%+$116.6K |
| Alessandra Capital Management, LLC | $1.3M | 30,328 | 0.92% | 3q | -2.5%-$33.1K |
| OSAIC HOLDINGS, INC. | $1.3M | 29,733 | 0.00% | 25q | +13.6%+$153.0K |
| MONETARY MANAGEMENT GROUP INC | $1.2M | 28,405 | 0.25% | 17q | -29.0%-$497.6K |
| Private Advisor Group, LLC | $1.1M | 26,046 | 0.01% | 6q | +108.9%+$582.0K |
| Ariadne Wealth Management, LP | $1.1M | 25,100 | 0.48% | 9q | HELD |
| LaSalle St. Investment Advisors, LLC | $1.1M | 24,545 | 0.13% | 9q | +3.2%+$32.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $980.5K | 22,872 | 0.00% | 25q | +9.7%+$86.6K |
| CAHILL FINANCIAL ADVISORS INC | $923.5K | 21,542 | 0.09% | 7q | +0.8%+$7.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $917.4K | 21,400 | 0.01% | 4q | HELD |
| Cetera Investment Advisers | $916.7K | 21,384 | 0.00% | 10q | +13.1%+$106.4K |
| Cerity Partners LLC | $915.8K | 21,363 | 0.00% | new | NEW |
| NWF Advisory Services Inc. | $860.1K | 20,063 | 0.08% | 6q | -7.3%-$67.4K |
| DRW Securities, LLC | $857.4K | 20,000 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $856.5K | 19,979 | 0.01% | 8q | +34.3%+$219.0K |
| Investment Research Partners LLC | $832.9K | 19,427 | 0.28% | 3q | -6.4%-$56.8K |
| Avior Wealth Management, LLC | $808.2K | 18,852 | 0.02% | 4q | +62.8%+$311.7K |
| 1620 INVESTMENT ADVISORS, INC. | $801.7K | 18,700 | 0.50% | 7q | -0.7%-$5.9K |
| Clear Street Group Inc. | $771.7K | 18,000 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $766.5K | 17,881 | 0.00% | 7q | -1.8%-$14.1K |
| Allspring Global Investments Holdings, LLC | $699.9K | 16,326 | 0.00% | 19q | -3.5%-$25.5K |
| Beacon Pointe Advisors, LLC | $686.6K | 16,017 | 0.00% | new | NEW |
| XTX Topco Ltd | $681.8K | 15,904 | 0.01% | new | NEW |
| Segment Wealth Management, LLC | $643.0K | 15,000 | 0.03% | 6q | HELD |
| JOHN G ULLMAN & ASSOCIATES INC | $642.3K | 14,983 | 0.08% | 13q | -0.7%-$4.3K |
| Advisory Services Network, LLC | $636.3K | 14,841 | 0.01% | 5q | +8.5%+$49.9K |
| Concorde Asset Management, LLC | $616.8K | 14,388 | 0.36% | 5q | -4.7%-$30.2K |
| Abundance Wealth Counselors | $610.0K | 14,228 | 0.04% | 3q | +102.9%+$309.3K |
| Samalin Investment Counsel, LLC | $603.2K | 14,070 | 0.19% | 25q | +2.5%+$14.6K |
| Sigma Planning Corp | $602.4K | 14,052 | 0.02% | 3q | +90.1%+$285.6K |
| WCG Wealth Advisors LLC | $593.4K | 13,843 | 0.01% | 3q | +0.8%+$4.8K |
| ArchPoint Investors | $571.4K | 13,329 | 0.12% | 6q | HELD |
| Kovack Advisors, Inc. | $555.7K | 13,029 | 0.03% | 3q | -0.6%-$3.2K |
| Baird Financial Group, Inc. | $507.9K | 11,848 | 0.00% | 3q | +131.1%+$288.1K |
| NewEdge Wealth, LLC | $506.0K | 11,803 | 0.01% | 7q | -6.1%-$32.7K |
| Calamos Advisors LLC | $505.2K | 11,784 | 0.00% | new | NEW |
| WEALTH ALLIANCE, LLC | $496.3K | 11,576 | 0.04% | 3q | +5.6%+$26.4K |
| DAVENPORT & Co LLC | $482.8K | 11,262 | 0.00% | 16q | +1.2%+$5.7K |
| Manhattan West Asset Management, LLC | $456.4K | 10,646 | 0.08% | 4q | -9.2%-$46.5K |
| INVESTED ADVISORS | $442.6K | 10,323 | 0.39% | 3q | -17.9%-$96.5K |
| MAI Capital Management | $436.2K | 10,175 | 0.00% | 7q | +0.5%+$2.3K |
| Next Capital Management LLC | $418.8K | 9,770 | 0.11% | 5q | HELD |
| Verity Asset Management, Inc. | $418.3K | 9,758 | 0.16% | 7q | -21.6%-$115.3K |
| Creative Planning | $413.3K | 9,640 | 0.00% | 3q | +38.6%+$115.0K |
| Avail Investment Partners, LLC | $390.3K | 9,104 | 0.30% | 2q | +11.3%+$39.7K |
| Fiduciary Alliance LLC | $387.2K | 9,032 | 0.03% | 6q | +14.1%+$48.0K |
| Kestra Advisory Services, LLC | $386.0K | 9,004 | 0.00% | new | NEW |
| MACQUARIE GROUP LTD | $384.0K | 9,052 | 0.00% | new | NEW |
| Cornerstone Advisory, LLC | $383.1K | 8,936 | 0.03% | 7q | +2.3%+$8.6K |
| Quadrant Private Wealth Management, LLC | $374.0K | 8,724 | 0.08% | 21q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $369.1K | 8,610 | 0.01% | 3q | HELD |
| Baker Avenue Asset Management, LP | $369.1K | 8,610 | 0.01% | 5q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $364.1K | 8,494 | 0.05% | 11q | -15.9%-$69.0K |
| Capital Investment Advisors, LLC | $361.3K | 8,429 | 0.00% | 2q | +76.7%+$156.9K |
| OpenArc Corporate Advisory, LLC | $326.6K | 7,619 | 0.00% | 3q | HELD |
| Old Port Advisors | $317.6K | 7,409 | 0.06% | 24q | -1.3%-$4.2K |
| BENJAMIN EDWARDS INC | $310.0K | 7,231 | 0.00% | 6q | HELD |
| B. Riley Wealth Advisors, Inc. | $303.3K | 7,071 | 0.02% | 5q | +4.7%+$13.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | PRUDENTIAL FINANCIAL INC | 91.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 158 | $294.9M | 6,798,718 | 27 | 53 | 35 | 0.0% |
| Q1 2026 | 147 | $259.5M | 5,218,506 | 16 | 52 | 30 | 0.0% |
| Q4 2025 | 151 | $240.2M | 6,035,905 | 26 | 53 | 22 | 0.0% |
| Q3 2025 | 132 | $193.6M | 4,491,411 | 18 | 41 | 26 | 0.0% |
| Q2 2025 | 121 | $230.0M | 5,242,843 | 9 | 34 | 29 | 0.0% |
| Q1 2025 | 123 | $226.3M | 5,262,654 | 16 | 35 | 27 | 0.0% |
| Q4 2024 | 128 | $277.9M | 6,612,300 | 40 | 37 | 12 | 0.0% |
| Q3 2024 | 88 | $144.8M | 3,685,570 | 8 | 23 | 18 | 0.0% |
| Q2 2024 | 92 | $137.6M | 3,942,484 | 8 | 25 | 20 | 0.0% |
| Q1 2024 | 97 | $140.2M | 4,523,903 | 15 | 25 | 19 | 0.0% |
| Q4 2023 | 93 | $115.4M | 4,011,243 | 15 | 18 | 30 | 0.0% |
| Q3 2023 | 87 | $114.1M | 3,949,391 | 6 | 19 | 20 | 0.0% |
| Q2 2023 | 89 | $109.7M | 3,767,483 | 7 | 18 | 26 | 0.0% |
| Q1 2023 | 89 | $109.2M | 3,712,266 | 15 | 22 | 15 | 0.0% |
| Q4 2022 | 78 | $111.6M | 3,531,765 | 16 | 12 | 31 | 0.0% |
| Q3 2022 | 95 | $127.6M | 4,260,264 | 10 | 19 | 30 | 0.0% |
| Q2 2022 | 97 | $115.0M | 3,887,321 | 10 | 26 | 19 | 0.0% |
| Q1 2022 | 101 | $140.4M | 4,065,028 | 15 | 21 | 34 | 0.0% |
| Q4 2021 | 97 | $111.3M | 3,986,272 | 10 | 23 | 27 | 0.0% |
| Q3 2021 | 95 | $99.6M | 3,665,654 | 7 | 23 | 22 | 0.0% |
| Q2 2021 | 97 | $102.2M | 3,547,483 | 7 | 27 | 27 | 0.0% |
| Q1 2021 | 94 | $84.5M | 3,468,933 | 11 | 22 | 29 | 0.0% |
| Q4 2020 | 96 | $64.8M | 3,207,519 | 15 | 12 | 38 | 0.1% |
| Q3 2020 | 93 | $43.6M | 2,939,233 | 17 | 13 | 29 | 0.0% |
| Q2 2020 | 88 | $49.1M | 3,062,967 | 83 | 0 | 5 | 0.0% |
| Q1 2020 | 10 | $527.0K | 206,262 | 9 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $7.0K | 388 | 0 | 0 | 0 | 0.0% |