Current Market Value 1,048,535,182
Current Holdings 1300
Most Recent File Date 2025-08-08
Total Filings on Record 59
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tortoise Investment Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 1300 1,048,535
2025-08-07 2025-03-31 13F-HR/A 1 R 826 960,323
2025-05-14 2025-03-31 13F-HR 826 960,323
2025-08-07 2024-12-31 13F-HR/A 1 R 870 947,242
2025-02-07 2024-12-31 13F-HR 870 947,242
2025-08-07 2024-09-30 13F-HR/A 1 R 883 957,198
2024-11-13 2024-09-30 13F-HR 883 957,198
2025-08-07 2024-06-30 13F-HR/A 1 R 885 876,889
2024-08-01 2024-06-30 13F-HR 885 876,889
2025-08-07 2024-03-31 13F-HR/A 1 R 870 823,737
2024-05-09 2024-03-31 13F-HR 870 823,737
2025-08-07 2023-12-31 13F-HR/A 1 R 790 737,071
2024-02-08 2023-12-31 13F-HR 803 771,001
2025-08-07 2023-09-30 13F-HR/A 1 R 804 671,542
2023-11-09 2023-09-30 13F-HR 804 671,542
2023-08-07 2023-06-30 13F-HR 775 673,593
2023-05-09 2023-03-31 13F-HR 778 627,532
2023-02-03 2022-12-31 13F-HR 773 570,902
2022-11-04 2022-09-30 13F-HR 763 514,303
2022-08-03 2022-06-30 13F-HR 746 509,887
2022-05-06 2022-03-31 13F-HR 696 540,091
2022-02-10 2021-12-31 13F-HR 663 534,298
2021-11-04 2021-09-30 13F-HR 627 494,968
2021-07-30 2021-06-30 13F-HR 608 484,516
2021-05-05 2021-03-31 13F-HR 594 455,187
2021-02-05 2020-12-31 13F-HR 552 438,483
2020-11-04 2020-09-30 13F-HR 533 409,994
2020-08-06 2020-06-30 13F-HR 516 386,992
2020-05-05 2020-03-31 13F-HR 565 344,779
2020-02-06 2019-12-31 13F-HR 611 424,278
2019-11-06 2019-09-30 13F-HR 621 387,589
2019-08-07 2019-06-30 13F-HR 646 395,675
2019-05-07 2019-03-31 13F-HR 645 382,277
2019-02-08 2018-12-31 13F-HR 555 369,633
2018-11-19 2018-09-30 13F-HR 554 380,595
2018-08-09 2018-06-30 13F-HR 576 363,903
2018-05-10 2018-03-31 13F-HR 559 361,226
2018-01-31 2017-12-31 13F-HR 573 348,587
2017-11-15 2017-09-30 13F-HR 502 329,034
2017-08-02 2017-06-30 13F-HR 503 309,649
2017-05-09 2017-03-31 13F-HR 487 305,579
2017-02-16 2016-12-31 13F-HR 499 290,445
2016-11-09 2016-09-30 13F-HR 448 294,924
2016-08-03 2016-06-30 13F-HR 507 287,096
2016-05-06 2016-03-31 13F-HR 405 278,182
2016-02-05 2015-12-31 13F-HR 434 279,264
2015-10-23 2015-09-30 13F-HR 422 263,193
2015-07-23 2015-06-30 13F-HR 448 266,455
2015-04-20 2015-03-31 13F-HR 436 262,323
2015-02-12 2014-12-31 13F-HR 486 249,650
2014-10-21 2014-09-30 13F-HR 407 238,423
2014-07-29 2014-06-30 13F-HR 441 239,541
2014-05-02 2014-03-31 13F-HR 368 216,577
2014-02-28 2013-12-31 13F-HR/A 1 N 339 182,251
2014-02-12 2013-12-31 13F-HR 322 182,120
2014-03-10 2013-09-30 13F-HR 364 165,639
2014-03-14 2013-06-30 13F-HR 383 151,406
2014-03-07 2013-03-31 13F-HR 319 139,558
2014-03-07 2012-12-31 13F-HR 319 126,207