TORTOISE CAPITAL ADVISORS, L.L.C.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,858,720
- Description
- Overland Park Kansas based fiduciary portfolio advisory practice with a structured investment organization and a governance centered and selective investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio resilience planning and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 84 | 7,858,720 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2025 | 11/13/2025 | 82 | 7,753,884 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2025 | 8/14/2025 | 55 | 7,665,924 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2025 | 5/14/2025 | 51 | 8,270,707 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2024 | 2/13/2025 | 50 | 7,810,687 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2024 | 11/13/2024 | 84 | 7,760,925 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2024 | 8/5/2024 | 81 | 7,559,023 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2024 | 5/10/2024 | 85 | 7,159,524 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2023 | 2/14/2024 | 97 | 6,479,505 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2023 | 11/13/2023 | 95 | 6,563,783 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2023 | 8/14/2023 | 101 | 6,557,731 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2023 | 5/11/2023 | 103 | 6,654,321 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2022 | 2/13/2023 | 108 | 6,672,774 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2022 | 11/14/2022 | 115 | 6,336,600 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2022 | 8/15/2022 | 154 | 6,397,609 | 13F-HR/A - RESTATEMENT | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2022 | 8/10/2022 | 154 | 6,398,916 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2022 | 5/16/2022 | 156 | 7,527,417 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2021 | 2/14/2022 | 145 | 6,622,288 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2021 | 11/4/2021 | 165 | 6,191,514 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2021 | 8/10/2021 | 153 | 6,594,763 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2021 | 5/17/2021 | 146 | 5,977,829 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2020 | 2/16/2021 | 106 | 5,172,453 | 13F-HR/A - RESTATEMENT | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2020 | 2/16/2021 | 108 | 354,333 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q3 2020 | 11/13/2020 | 110 | 4,995,152 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q2 2020 | 8/14/2020 | 94 | 6,221,270 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2020 | 5/14/2020 | 124 | 5,421,931 | 13F-HR/A - RESTATEMENT | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2020 | 5/14/2020 | 125 | 5,446,805 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2019 | 2/21/2020 | 128 | 15,739,610 | 13F-HR/A - RESTATEMENT | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2019 | 2/19/2020 | 128 | 16,253,378 | 13F-HR/A - RESTATEMENT | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2019 | 2/14/2020 | 127 | 16,212,007 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q1 2014 | 5/9/2014 | 109 | 15,062,930 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
| Q4 2013 | 2/11/2014 | 105 | 13,780,460 | 13F-HR | TORTOISE CAPITAL ADVISORS, L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.859 M | 100.0% | 104.8 K | 0 | 104.8 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
7,858,720
Holdings
84
QoQ value change ($000)
104,836
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.