Tortoise Investment Management, LLC
All 13F Filings
- Location
- White Plains, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,342,084
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 255 | 1,342,084 | 13F-HR | Tortoise Investment Management, LLC |
| Q1 2026 | 5/5/2026 | 252 | 1,211,175 | 13F-HR | Tortoise Investment Management, LLC |
| Q4 2025 | 2/6/2026 | 240 | 1,138,631 | 13F-HR | Tortoise Investment Management, LLC |
| Q3 2025 | 11/13/2025 | 1,554 | 1,122,773 | 13F-HR | Tortoise Investment Management, LLC |
| Q2 2025 | 8/8/2025 | 1,300 | 1,048,535 | 13F-HR | Tortoise Investment Management, LLC |
| Q1 2025 | 8/7/2025 | 826 | 960,323 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q4 2024 | 8/7/2025 | 870 | 947,242 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q3 2024 | 8/7/2025 | 883 | 957,198 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q2 2024 | 8/7/2025 | 885 | 876,889 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q1 2024 | 8/7/2025 | 871 | 823,737 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q4 2023 | 8/7/2025 | 791 | 737,071 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q3 2023 | 8/7/2025 | 805 | 671,542 | 13F-HR/A - RESTATEMENT | Tortoise Investment Management, LLC |
| Q2 2014 | 7/29/2014 | 441 | 239,541 | 13F-HR | Tortoise Investment Management, LLC |
| Q1 2014 | 5/2/2014 | 368 | 216,577 | 13F-HR | Tortoise Investment Management, LLC |
| Q4 2013 | 2/28/2014 | 339 | 182,251 | 13F-HR/A - NEW HOLDINGS | Tortoise Investment Management, LLC |
| Q4 2013 | 2/12/2014 | 322 | 182,120 | 13F-HR | Tortoise Investment Management, LLC |
| Q3 2013 | 3/10/2014 | 364 | 165,639 | 13F-HR | Tortoise Investment Management, LLC |
| Q2 2013 | 3/14/2014 | 383 | 151,406 | 13F-HR | Tortoise Investment Management, LLC |
| Q1 2013 | 3/7/2014 | 319 | 139,558 | 13F-HR | Tortoise Investment Management, LLC |
| Q4 2012 | 3/7/2014 | 319 | 126,207 | 13F-HR | Tortoise Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
48
(0.0% of total reported value)
· QoQ Δ:
-19
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.3 K | 11.4% | 13.75 K | 0 | 13.75 K |
| ETFs | 1.188 M | 88.5% | 117.2 K | 0 | 117.2 K |
| Debt | 568 | 0.0% | 7 | 0 | 7 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,342,084
Holdings
255
QoQ value change ($000)
130,909
(10.8%)
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.