Who Owns TORTOISE ENERGY (TYG)? -- Institutional Holders (2026-06-30)

183 institutions reported holding $330.3M of TORTOISE ENERGY (TYG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($55.7M), Penserra Capital Management LLC ($24.4M), RAYMOND JAMES FINANCIAL INC ($19.4M), Advisors Asset Management, Inc. ($16.7M), ABSOLUTE INVESTMENT ADVISERS, LLC ($14.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$55.7M	1.3M	Added
2	Penserra Capital Management LLC	$24.4M	569,271	Added
3	RAYMOND JAMES FINANCIAL INC	$19.4M	452,441	Added
4	Advisors Asset Management, Inc.	$16.7M	390,431	Trimmed
5	ABSOLUTE INVESTMENT ADVISERS, LLC	$14.5M	338,029	New
6	Royal Bank of Canada	$12.3M	286,038	Trimmed
7	BARD ASSOCIATES INC	$8.4M	196,455	Trimmed
8	GUGGENHEIM CAPITAL LLC	$7.2M	167,891	Added
9	Quarry LP	$7.1M	165,345	New
10	Almitas Capital LLC	$6.9M	161,872	New
11	WELLS FARGO & COMPANY/MN	$6.8M	158,400	Added
12	Eagle Bluffs Wealth Management LLC	$6.6M	153,967	Added
13	SIT INVESTMENT ASSOCIATES INC	$5.9M	137,849	New
14	Arete Wealth Advisors, LLC	$5.9M	137,223	Added
15	TORNO CAPITAL, LLC	$5.6M	130,000	New
16	LPL Financial LLC	$5.4M	125,793	Added
17	JPMORGAN CHASE & CO	$5.3M	122,657	Added
18	AMERICAN FINANCIAL GROUP INC	$4.7M	110,102	Hold
19	RIVERNORTH CAPITAL MANAGEMENT, LLC	$4.6M	106,305	New
20	Janney Montgomery Scott LLC	$4.5M	103,961	Added
21	Thomas J. Herzfeld Advisors, Inc.	$4.3M	100,275	New
22	Meixler Investment Management, Ltd.	$4.1M	96,803	Trimmed
23	Cambridge Investment Research Advisors, Inc.	$3.8M	88,590	Added
24	UBS Group AG	$3.8M	88,337	Added
25	CERTUITY, LLC	$3.6M	85,000	Hold

Source: SEC Form 13F filings · as of 2026-06-30