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FTAI Infrastructure Inc.

FIP
Exchange
Nasdaq
Industry
Railroads, Line-Haul Operating
SEC CIK
0001899883

No open-market purchases or sales by FTAI Infrastructure Inc. insiders were filed in the last 90 days; 177 institutions reported holding it in 13F filings for Q2 2026, worth $495.4M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in FTAI Infrastructure Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
124
+10 vs. Q3 2023
Shares held
81.2M
+7.77M (+10.6%) vs. Q3 2023
Total value
$320.4M
+$83.8M (+35.4%) vs. Q3 2023
New holders
21
39 more added
Sold out
11
28 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FIP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 124 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 110 institutionsQ4 2022: 121 institutionsQ1 2023: 119 institutionsQ2 2023: 121 institutionsQ3 2023: 118 institutionsQ4 2023: 124 institutionsQ1 2024: 134 institutionsQ2 2024: 160 institutionsQ3 2024: 173 institutionsQ4 2024: 174 institutionsQ1 2025: 174 institutionsQ2 2025: 185 institutionsQ3 2025: 188 institutionsQ4 2025: 183 institutionsQ1 2026: 188 institutionsQ2 2026: 177 institutions
Value heldQ4 2023: $320.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $169.4MQ4 2022: $215.4MQ1 2023: $218.9MQ2 2023: $280.2MQ3 2023: $237.3MQ4 2023: $320.4MQ1 2024: $544.4MQ2 2024: $759.2MQ3 2024: $897.8MQ4 2024: $646.5MQ1 2025: $438.2MQ2 2025: $578.9MQ3 2025: $403.6MQ4 2025: $459.3MQ1 2026: $491.7MQ2 2026: $495.4M
Institutions holding FIP and their total value by quarter
QuarterHoldersValue
Q2 2026177$495.4M
Q1 2026188$491.7M
Q4 2025183$459.3M
Q3 2025188$403.6M
Q2 2025185$578.9M
Q1 2025174$438.2M
Q4 2024174$646.5M
Q3 2024173$897.8M
Q2 2024160$759.2M
Q1 2024134$544.4M
Q4 2023124$320.4M
Q3 2023118$237.3M
Q2 2023121$280.2M
Q1 2023119$218.9M
Q4 2022121$215.4M
Q3 2022110$169.4M
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding FTAI Infrastructure Inc.; share changes are against Q3 2023.

Institutions holding FIP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Washington State Investment Board11,785,779$45.8M10.63%00.0%Unchanged
Morgan Stanley8,855,504$34.4M0.00%+4,656,411+110.9%Added
BlackRock Inc.7,723,030$30.0M0.00%−374,041−4.6%Reduced
Vanguard Group Inc5,458,522$21.2M0.00%+159,486+3.0%Added
American Assets Capital Advisers, LLC4,953,509$19.3M5.46%+469,504+10.5%Added
Luxor Capital Group, LP4,269,813$16.6M2.72%+1,403,628+49.0%Added
Rubric Capital Management LP3,193,530$12.4M0.46%00.0%Unchanged
Long Focus Capital Management, LLC2,639,359$10.3M1.33%−453,300−14.7%Reduced
Empyrean Capital Partners, LP2,534,000$9.86M0.60%−209,143−7.6%Reduced
Orchard Capital Managment, LLC2,471,786$9.62M3.01%+164,023+7.1%Added
Hood River Capital Management LLC2,359,321$9.18M0.25%−957,024−28.9%Reduced
Geode Capital Management, LLC2,186,675$8.51M0.00%+67,786+3.2%Added
State Street Corp1,950,220$7.59M0.00%+149,574+8.3%Added
Caspian Capital LP1,591,056$6.19M12.25%00.0%Unchanged
Pingora Partners LLC1,568,707$6.10M5.40%+1,568,707New
Bard Associates Inc1,504,240$5.85M2.22%−23,675−1.5%Reduced
Deutsche Bank AG1,405,150$5.47M0.00%+1,353,925+2,643.1%Added
EAM Investors, LLC267,139$5.40M0.96%+267,139New
Solas Capital Management, LLC1,300,361$5.06M3.14%−409,180−23.9%Reduced
Natixis1,112,600$4.33M0.03%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund937,900$3.65M0.01%−29,800−3.1%Reduced
Northern Trust Corp844,848$3.29M0.00%+7,412+0.9%Added
Goldman Sachs Group Inc810,324$3.15M0.00%−2,980−0.4%Reduced
Bank of New York Mellon Corp768,110$2.99M0.00%+474,043+161.2%Added
Fortress Investment Group LLC757,340$2.95M0.35%00.0%Unchanged
Norges Bank738,100$2.87M0.00%−135,700−15.5%Reduced
Dimensional Fund Advisors LP592,815$2.31M0.00%+450,991+318.0%Added
Invesco Ltd.413,328$1.61M0.00%+12,661+3.2%Added
Renaissance Technologies LLC400,900$1.56M0.00%+91,600+29.6%Added
State Farm Mutual Automobile Insurance Co370,494$1.44M0.00%00.0%Unchanged
Nuveen Asset Management, LLC319,915$1.24M0.00%+6,462+2.1%Added
Shay Capital LLC300,000$1.17M0.45%−26,490−8.1%Reduced
Kim, LLC293,901$1.14M0.12%00.0%Unchanged
JPMorgan Chase & Co271,928$1.06M0.00%+197,257+264.2%Added
Charles Schwab Investment Management Inc270,187$1.05M0.00%−6,864−2.5%Reduced
Cruiser Capital Advisors, LLC257,930$1.00M1.55%00.0%Unchanged
Biltmore Family Office, LLC229,642$893.3K0.18%00.0%Unchanged
King Luther Capital Management Corp206,881$804.8K0.00%−340,609−62.2%Reduced
Citadel Advisors LLC199,320$775.4K0.00%+154,148+341.2%Added
Two Sigma Investments, LP193,970$754.5K0.00%+193,970New
UBS Group AG162,500$632.1K0.00%+58,395+56.1%Added
Wells Fargo & Company155,381$604.4K0.00%−5,538−3.4%Reduced
American Assets Investment Management, LLC148,243$576.7K0.06%+26,214+21.5%Added
Barclays PLC140,526$546.6K0.00%+92,806+194.5%Added
Bank of America Corp133,624$519.8K0.00%+20,543+18.2%Added
Rhumbline Advisers127,441$495.7K0.00%+3,943+3.2%Added
Cerity Partners LLC112,955$439.4K0.00%+112,955New
Jane Street Group, LLC94,900$369.2K0.00%+94,900New
Royce & Associates LP89,132$346.7K0.00%+29,882+50.4%Added
Clearstead Advisors, LLC81,811$318.2K0.02%−81,811−50.0%Reduced
Walleye Capital LLC79,285$308.4K0.00%+79,285New
Jump Financial, LLC76,153$296.2K0.01%+61,805+430.8%Added
Raymond James & Associates75,642$294.2K0.00%−17,589−18.9%Reduced
Rockefeller Capital Management L.P.72,094$280.4K0.00%00.0%Unchanged
Susquehanna International Group, LLP67,533$262.7K0.00%+18,170+36.8%Added
Harbor Advisors LLC55,000$213.9K0.04%00.0%Unchanged
SG Americas Securities, LLC54,262$211.0K0.00%+11,051+25.6%Added
MetLife Investment Management53,978$210.0K0.00%00.0%Unchanged
Pathstone Holdings, LLC53,806$209.3K0.00%+53,806New
American International Group, Inc.49,199$191.4K0.00%−199−0.4%Reduced
Ethic Inc.43,125$167.8K0.00%+43,125New
Voya Investment Management LLC42,907$166.9K0.00%00.0%Unchanged
Stephens Inc41,125$160.0K0.00%+8,641+26.6%Added
Manufacturers Life Insurance Company, The40,855$158.9K0.00%−2,839−6.5%Reduced
NJ State Employees Deferred Compensation Plan40,000$155.6K0.02%00.0%Unchanged
Gabelli Funds LLC37,000$143.9K0.00%−80,000−68.4%Reduced
EntryPoint Capital, LLC34,777$135.3K0.13%+34,777New
Royal Bank of Canada34,975$135.0K0.00%+15,616+80.7%Added
Tejara Capital Ltd34,553$134.4K0.06%−488,361−93.4%Reduced
Fractal Investments LLC33,000$128.4K0.03%00.0%Unchanged
Engineers Gate Manager LP31,815$123.8K0.00%+18,743+143.4%Added
State Board of Administration of Florida Retirement System28,250$109.9K0.00%00.0%Unchanged
Whittier Trust Co27,574$107.3K0.00%00.0%Unchanged
New York State Common Retirement Fund25,172$97.9K0.00%−15,837−38.6%Reduced
Raymond James Financial Services Advisors, Inc.24,329$94.6K0.00%−528−2.1%Reduced
Price T Rowe Associates Inc23,239$91.0K0.00%+1,519+7.0%Added
Arrowstreet Capital, Limited Partnership23,504$91.0K0.00%+23,504New
Two Sigma Advisers, LP23,100$89.9K0.00%+23,100New
Citigroup Inc22,317$86.8K0.00%+14,071+170.6%Added
Brown Advisory Inc21,195$82.4K0.00%00.0%Unchanged
Cladis Investment Advisory, LLC20,000$77.8K0.03%00.0%Unchanged
National Philanthropic Trust19,455$75.7K0.00%+19,455New
CIBC Asset Management Inc19,428$75.6K0.00%00.0%Unchanged
Ullmann Financial Group, Inc.19,051$74.1K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)17,288$67.3K0.00%+4,787+38.3%Added
ProShare Advisors LLC16,383$63.7K0.00%+3,524+27.4%Added
California State Teachers Retirement System16,292$63.4K0.00%−5,548−25.4%Reduced
Gamco Investors, Inc. Et Al16,200$63.0K0.00%−16,500−50.5%Reduced
CFM Wealth Partners LLC15,331$59.6K0.01%+19+0.1%Added
Transcend Wealth Collective, LLC14,993$58.3K0.01%00.0%Unchanged
Van Hulzen Asset Management, LLC15,000$58.0K0.00%+15,000New
Beverly Hills Private Wealth, LLC14,396$56.0K0.01%−20,401−58.6%Reduced
Stifel Financial Corp14,000$54.5K0.00%00.0%Unchanged
Two Sigma Securities, LLC13,304$51.8K0.00%+13,304New
Victory Capital Management Inc13,200$51.3K0.00%+2,490+23.2%Added
HSBC Holdings PLC12,402$49.1K0.00%−1,666−11.8%Reduced
Principal Financial Group Inc12,567$48.9K0.00%−2,086−14.2%Reduced
Merit Financial Group, LLC12,381$48.2K0.00%+12,381New
Evoke Wealth, LLC11,700$45.5K0.09%00.0%Unchanged
Rosenberg Matthew Hamilton11,314$44.0K0.01%00.0%Unchanged