Question 1

What percentage of TYG is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Tortoise Energy Infrastructure Corporation stands at 29.6%, held across 153 reporting institutions.

Question 2

Who is the largest institutional holder of TYG?

Accepted Answer

MORGAN STANLEY is the largest reported institutional holder of TYG, with approximately 1,149,297 shares worth $0.06B as of Q1 2026.

Question 3

Is TYG a hedge fund favorite?

Accepted Answer

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TYG.

Question 4

What is TYG's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for TYG is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought TYG this quarter?

Accepted Answer

22 institutions opened new positions in TYG during Q1 2026, while 24 fully exited. 116 added to existing positions and 15 trimmed.

Question 6

How is institutional ownership of TYG changing?

Accepted Answer

TYG institutional ownership rose by 3.86 percentage points quarter-over-quarter, with a net change of -2 holders.

Question 7

How concentrated is TYG ownership among the top holders?

Accepted Answer

The top 10 institutions account for 62.2% of all reported 13F value in TYG, and the top 25 account for 79.7%.

Question 8

Where does this TYG institutional ownership data come from?

Accepted Answer

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	MORGAN STANLEY	1.1M	$57.3M	-7.4%	6.353%	0.00%
2	ROYAL BANK OF CANADA	391K	$19.5M	+17.5%	2.164%	0.00%
3	RAYMOND JAMES FINANCIAL INC	331K	$16.5M	+1.4%	1.828%	0.01%
4	BARD ASSOCIATES INC	197K	$9.8M	+0.4%	1.086%	2.46%
5	Eagle Bluffs Wealth Management LLC	151K	$7.5M	+1.2%	0.836%	2.94%
6	GUGGENHEIM CAPITAL LLC	147K	$7.3M	+11.7%	0.815%	0.06%
7	Arete Wealth Advisors, LLC	137K	$6.8M	+2.5%	0.757%	0.51%
8	WELLS FARGO & COMPANY/MN	129K	$6.4M	-40.2%	0.711%	0.00%
9	LPL Financial LLC	121K	$6.0M	-4.6%	0.670%	0.00%
10	AMERICAN FINANCIAL GROUP INC	110K	$5.5M	0.0%	0.609%	2.04%
11	Meixler Investment Management, Ltd.	104K	$4.8M	+8.1%	0.575%	2.60%
12	Camden Capital, LLC	85K	$4.2M	0.0%	0.470%	0.28%
13	UBS Group AG	78K	$3.9M	+12.9%	0.431%	0.00%
14	BANK OF AMERICA CORP /DE/	63K	$3.1M	-32.3%	0.348%	0.00%
15	Steward Partners Investment Advisory, LLC	61K	$3.1M	+66.4%	0.339%	0.02%
16	Mariner, LLC	58K	$2.9M	+2.7%	0.319%	0.00%
17	Closed-End Fund Advisors, Inc.	47K	$2.3M	-35.8%	0.260%	2.39%
18	180 WEALTH ADVISORS, LLC	46K	$2.3M	-1.3%	0.253%	0.26%
19	EVOLVE PRIVATE WEALTH, LLC	46K	$2.3M	-0.7%	0.253%	0.12%
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46K	$2.2M	-72.3%	0.256%	0.00%
21	Invesco Ltd.	38K	$1.9M	+32.0%	0.210%	0.00%
22	FIRST FOUNDATION ADVISORS	38K	$1.9M	+46.1%	0.210%	0.08%
23	OPPENHEIMER & CO INC	37K	$1.9M	+9.4%	0.206%	0.02%
24	STIFEL FINANCIAL CORP	35K	$1.7M	-7.4%	0.192%	0.00%
25	COMMERCE BANK	34K	$1.7M	+3.3%	0.189%	0.01%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	153	1.3%	29.56%	+3.86 pp	$229M	+15%
Q4 2025	155	+11%	25.70%	+2.74 pp	$199M	+12%
Q3 2025	140	+8.5%	22.96%	2.38 pp	$178M	9.4%
Q2 2025	129	0.8%	25.34%	1.04 pp	$197M	3.9%
Q1 2025	130	3.7%	26.38%	6.82 pp	$205M	21%
Q4 2024	135	+35%	33.20%	+17.28 pp	$258M	+109%
Q3 2024	100	5.7%	15.92%	3.27 pp	$124M	17%
Q2 2024	106	—	19.19%	—	$149M	—

Tortoise Energy Infrastructure Corporation (TYG) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of TYG

Quarterly Institutional Activity

TYG Institutional Ownership by Quarter

TYG — Frequently Asked Questions