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Tortoise Energy Infrastructure Corp
$42.78 +0.13 (+0.30%) At close · Jul 2
Market Cap
$920.37M
Shares
21,514,102

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 158
Total Value: $291,065,403
Total Shares: 5,838,888
Showing 1–100 of 158 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 159 13F filers
Top Holder
19.7%
Jun 2023 → Mar 2026 · range 13.2% – 21.2%
of institutional value
Top 5
48.5%
Jun 2023 → Mar 2026 · range 41.4% – 49.0%
of institutional value
Top 10
61.5%
Jun 2023 → Mar 2026 · range 55.3% – 66.3%
of institutional value
HHI
668
Jun 2023 → Mar 2026 · range 536 – 726
Broadly held
Showing 100 of 158
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $57,292,453 19.68% 1,149,297
Mid Penserra Capital Management LLC $26,947,564 9.26% 540,573
Mid Advisors Asset Management, Inc. $21,060,279 7.24% 422,473
Mega ROYAL BANK OF CANADA Bank $19,513,034 6.70% 391,435
Mega RAYMOND JAMES FINANCIAL INC $16,486,939 5.66% 330,731
Small BARD ASSOCIATES INC $9,796,821 3.37% 196,526
Small Eagle Bluffs Wealth Management LLC $7,539,114 2.59% 151,236
Large GUGGENHEIM CAPITAL LLC $7,346,095 2.52% 147,364
Small Arete Wealth Advisors, LLC $6,829,948 2.35% 137,010
Mega WELLS FARGO & COMPANY/MN $6,411,556 2.20% 128,617
Mega LPL Financial LLC $6,040,075 2.08% 121,165
Small AMERICAN FINANCIAL GROUP INC $5,488,583 1.89% 110,102
Small Meixler Investment Management, Ltd. $5,182,954 1.78% 103,971
Large Janney Montgomery Scott LLC $4,308,984 1.48% 86,439
Mid CERTUITY, LLC $4,237,250 1.46% 85,000
Mega UBS Group AG $3,887,003 1.34% 77,974
Large Cambridge Investment Research Advisors, Inc. $3,436,708 1.18% 68,941
Mega BANK OF AMERICA CORP /DE/ Bank $3,138,705 1.08% 62,963
Large Steward Partners Investment Advisory, LLC $3,055,505 1.05% 61,294
Large Mariner, LLC $2,873,603 0.99% 57,645
Micro Closed-End Fund Advisors, Inc. $2,348,782 0.81% 47,117
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,307,805 0.79% 46,295
Small 180 WEALTH ADVISORS, LLC $2,280,836 0.78% 45,754
Mid EVOLVE PRIVATE WEALTH, LLC $2,276,998 0.78% 45,677
Small MONETARY MANAGEMENT GROUP INC $1,994,598 0.69% 40,012
Mega Invesco Ltd. $1,897,540 0.65% 38,065
Mid FIRST FOUNDATION ADVISORS Endowment $1,890,610 0.65% 37,926
Mid OPPENHEIMER & CO INC $1,856,414 0.64% 37,240
Large STIFEL FINANCIAL CORP $1,730,692 0.59% 34,718
Large COMMERCE BANK Bank $1,706,763 0.59% 34,238
Small Alessandra Capital Management, LLC $1,550,285 0.53% 31,099
Mid D.A. DAVIDSON & CO. $1,508,161 0.52% 30,254
Large &PARTNERS $1,482,239 0.51% 29,734
Micro WJ Financial Advisors LLC $1,424,762 0.49% 28,581
Micro Navis Wealth Advisors, LLC $1,386,527 0.48% 27,814
Large Lido Advisors, LLC $1,366,189 0.47% 27,406
Large OSAIC HOLDINGS, INC. $1,304,325 0.45% 26,165
Large COHEN & STEERS, INC. $1,285,232 0.44% 25,782
Small Ariadne Wealth Management, LP $1,251,235 0.43% 25,100
Small LaSalle St. Investment Advisors, LLC $1,186,180 0.41% 23,795
Small Kercheville Advisors, LLC $1,151,535 0.40% 23,100
Small NWF Advisory Services Inc. $1,078,554 0.37% 21,636
Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,066,790 0.37% 21,400
Small CAHILL FINANCIAL ADVISORS INC $1,065,543 0.37% 21,375
Large COMMONWEALTH EQUITY SERVICES, LLC $1,039,472 0.36% 20,852
Small Investment Research Partners LLC $1,034,487 0.36% 20,752
Large Cetera Investment Advisers $942,264 0.32% 18,902
Micro 1620 INVESTMENT ADVISORS, INC. $939,074 0.32% 18,838
Large HighTower Advisors, LLC $907,818 0.31% 18,211
Large Allspring Global Investments Holdings, LLC $843,462 0.29% 16,920
Small JOHN G ULLMAN & ASSOCIATES INC $751,887 0.26% 15,083
Micro Concorde Asset Management, LLC $751,638 0.26% 15,078
Mid Independent Advisor Alliance $748,747 0.26% 15,020
Mid Segment Wealth Management, LLC $747,750 0.26% 15,000
Mid HARBOUR INVESTMENTS, INC. $741,319 0.25% 14,871
Small Samalin Investment Counsel, LLC $684,440 0.24% 13,730
Mid WCG Wealth Advisors LLC $684,440 0.24% 13,730
Mid Advisory Services Network, LLC $681,748 0.23% 13,676
Small ArchPoint Investors $664,450 0.23% 13,329
Mid Kovack Advisors, Inc. $653,184 0.22% 13,103
Large Corient Private Wealth LLC $639,625 0.22% 12,831
Micro INVESTED ADVISORS $626,764 0.22% 12,573
Mid NewEdge Wealth, LLC $626,415 0.22% 12,566
Mid Private Advisor Group, LLC $621,579 0.21% 12,469
Small Verity Asset Management, Inc. $620,532 0.21% 12,448
Small Manhattan West Asset Management, LLC $584,740 0.20% 11,730
Small Avior Wealth Management, LLC $577,312 0.20% 11,581
Large DAVENPORT & Co LLC $554,780 0.19% 11,129
Small WEALTH ALLIANCE, LLC $546,356 0.19% 10,960
Mid MAI Capital Management $504,531 0.17% 10,121
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $503,684 0.17% 10,104
Small Next Capital Management LLC $487,034 0.17% 9,770
Small Jaffetilchin Investment Partners, LLC $486,137 0.17% 9,752
Mid Diversified Trust Co Bank $461,561 0.16% 9,259
Small Cornerstone Advisory, LLC $435,489 0.15% 8,736
Small Quadrant Private Wealth Management, LLC $434,891 0.15% 8,724
Mid Laird Norton Wetherby Trust Company, LLC Bank $429,208 0.15% 8,610
Mid Baker Avenue Asset Management, LP $429,208 0.15% 8,610
Micro Avail Investment Partners, LLC $407,723 0.14% 8,179
Mid Fiduciary Alliance LLC $394,463 0.14% 7,913
Mid OpenArc Corporate Advisory, LLC $379,807 0.13% 7,619
Small Old Port Advisors $374,174 0.13% 7,506
Micro Catalina Capital Group, LLC $370,186 0.13% 7,426
Mid Sigma Planning Corp $368,391 0.13% 7,390
Mid BENJAMIN EDWARDS INC $361,362 0.12% 7,249
Mid Integrated Wealth Concepts LLC $357,923 0.12% 7,180
Small Abundance Wealth Counselors $349,598 0.12% 7,013
Large Creative Planning $346,806 0.12% 6,957
Mid B. Riley Wealth Advisors, Inc. $336,686 0.12% 6,754
Mid Moors & Cabot, Inc. $322,978 0.11% 6,479
Mid CARY STREET PARTNERS FINANCIAL LLC $312,559 0.11% 6,270
Micro Values Added Financial LLC $284,942 0.10% 5,716
Mega JANE STREET GROUP, LLC $284,244 0.10% 5,702
Small XML Financial, LLC $284,244 0.10% 5,702
Mid Wealthspire Advisors, LLC $265,800 0.09% 5,332
Micro MBA Advisors LLC $263,208 0.09% 5,280
Large Baird Financial Group, Inc. $255,580 0.09% 5,127
Small PSI Advisors, LLC $248,651 0.09% 4,988
Large NewEdge Advisors, LLC $246,757 0.08% 4,950
Small First National Bank of Mount Dora, Trust Investment Services Bank $243,866 0.08% 4,892
Key facts CIK 1268533 CUSIP 89147L886 13F (30d) 4 filings 2 filers Visit website

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