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Manager record

Tortoise Investment Management, LLC

White Plains, NY · CIK 1599511 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.34BReported 13F valueQ2 2026 · as filed
255Holdings listed
+10.8%vs prior quartervalue change includes market moves
12Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q3 2023 to Q2 2026Q3 2023: $671.5M$671.5MQ3 2023810 holdingsQ4 2023: $737.1M$737.1MQ4 2023801 holdingsQ1 2024: $823.7M$823.7MQ1 2024876 holdingsQ2 2024: $876.9M$876.9MQ2 2024894 holdingsQ3 2024: $957.2M$957.2MQ3 2024892 holdingsQ4 2024: $947.2M$947.2MQ4 2024873 holdingsQ1 2025: $960.3M$960.3MQ1 2025831 holdingsQ2 2025: $1.0B$1.0BQ2 20251,311 holdingsQ3 2025: $1.1B$1.1BQ3 20251,569 holdingsQ4 2025: $1.1B$1.1BQ4 2025240 holdingsQ1 2026: $1.2B$1.2BQ1 2026252 holdingsQ2 2026: $1.3B$1.3BQ2 2026255 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$1.34B · 255 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$1.21B · 252 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$1.14B · 240 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$1.12B · 1,569 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$1.05B · 1,311 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q2 2024

$876.89M · 894 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q1 2024

$823.74M · 876 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q4 2023

$737.07M · 801 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q3 2023

$671.54M · 810 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q1 2025

$960.32M · 831 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q4 2024

$947.24M · 873 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q3 2024

$957.20M · 892 holdings listed · amendment (restatement) · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology