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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 $482.6M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in FTAI Infrastructure Inc. as of Mar 31, 2024. 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
134
+10 vs. Q4 2023
Shares held
77.0M
+297.6K (+0.4%) vs. Q4 2023
Total value
$481.8M
+$184.6M (+62.1%) vs. Q4 2023
New holders
21
33 more added
Sold out
11
43 more reduced

Compare with Q4 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 holdersQ1 2024: 134 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 heldQ1 2024: $481.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $169.4MQ4 2022: $215.3MQ1 2023: $218.8MQ2 2023: $280.1MQ3 2023: $237.0MQ4 2023: $297.2MQ1 2024: $481.8MQ2 2024: $752.8MQ3 2024: $891.3MQ4 2024: $646.5MQ1 2025: $438.0MQ2 2025: $576.3MQ3 2025: $403.2MQ4 2025: $458.8MQ1 2026: $491.2MQ2 2026: $482.6M
Institutions holding FIP and their total value by quarter
QuarterHoldersValue
Q2 2026177$482.6M
Q1 2026188$491.2M
Q4 2025183$458.8M
Q3 2025188$403.2M
Q2 2025185$576.3M
Q1 2025174$438.0M
Q4 2024174$646.5M
Q3 2024173$891.3M
Q2 2024160$752.8M
Q1 2024134$481.8M
Q4 2023124$297.2M
Q3 2023118$237.0M
Q2 2023121$280.1M
Q1 2023119$218.8M
Q4 2022121$215.3M
Q3 2022110$169.4M
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding FTAI Infrastructure Inc.; share changes are against Q4 2023.

Institutions holding FIP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Biltmore Family Office, LLC229,642$1.45M0.29%00.0%Unchanged
Charles Schwab Investment Management Inc265,137$1.67M0.00%−5,050−1.9%Reduced
Kim, LLC293,901$1.85M0.23%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund370,400$2.33M0.01%−567,500−60.5%Reduced
State Farm Mutual Automobile Insurance Co370,494$2.33M0.00%00.0%Unchanged
Cruiser Capital Advisors, LLC432,255$2.71M3.97%+174,325+67.6%Added
Shay Capital LLC450,000$2.83M0.83%+150,000+50.0%Added
Nuveen Asset Management, LLC462,825$2.91M0.00%+142,910+44.7%Added
Renaissance Technologies LLC511,400$3.21M0.01%+110,500+27.6%Added
Philadelphia Financial Management of San Francisco, LLC529,152$3.32M0.69%+529,152New
Bank of New York Mellon Corp729,650$4.58M0.00%−38,460−5.0%Reduced
Norges Bank738,100$4.64M0.00%00.0%Unchanged
Goldman Sachs Group Inc740,750$4.65M0.00%−69,574−8.6%Reduced
Fortress Investment Group LLC757,340$4.76M0.84%00.0%Unchanged
Northern Trust Corp828,126$5.20M0.00%−16,722−2.0%Reduced
Dimensional Fund Advisors LP1,020,744$6.41M0.00%+427,929+72.2%Added
Natixis1,112,600$6.99M0.04%00.0%Unchanged
Bard Associates Inc1,493,868$9.43M3.39%−10,372−0.7%Reduced
Long Focus Capital Management, LLC1,542,659$9.69M1.12%−1,096,700−41.6%Reduced
Pingora Partners LLC1,602,951$10.1M7.35%+34,244+2.2%Added
Empyrean Capital Partners, LP1,750,000$11.0M0.63%−784,000−30.9%Reduced
State Street Corp1,954,059$12.3M0.00%+3,839+0.2%Added
Geode Capital Management, LLC2,238,724$14.1M0.00%+52,049+2.4%Added
Hood River Capital Management LLC2,338,538$14.7M0.33%−20,783−0.9%Reduced
Orchard Capital Managment, LLC2,501,230$15.7M4.61%+29,444+1.2%Added
Rubric Capital Management LP3,193,530$20.1M0.59%00.0%Unchanged
Morgan Stanley4,300,326$27.0M0.00%−127,426−2.9%Reduced
Caspian Capital LP4,361,307$27.4M44.48%+2,770,251+174.1%Added
American Assets Capital Advisers, LLC5,111,005$32.1M9.14%+157,496+3.2%Added
Luxor Capital Group, LP5,261,874$33.0M4.91%+992,061+23.2%Added
Vanguard Group Inc5,289,928$33.2M0.00%−168,594−3.1%Reduced
BlackRock Inc.7,382,362$46.4M0.00%−340,668−4.4%Reduced
Washington State Investment Board11,785,779$74.0M11.69%00.0%Unchanged
EAM Investors, LLC283,550––+16,411+6.1%Added
Solas Capital Management, LLC0$00.00%−1,300,361−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−28,250−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−23,504−100.0%Sold out
National Philanthropic Trust0$00.00%−19,455−100.0%Sold out
Beverly Hills Private Wealth, LLC0$00.00%−14,396−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−13,304−100.0%Sold out
Algert Global LLC0$00.00%−11,250−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−10,729−100.0%Sold out
Quadrature Capital Ltd0$00.00%−10,041−100.0%Sold out
Cladis Investment Advisory, LLC0$00.00%−10,000−100.0%Sold out
Larson Financial Group LLC0$00.00%−47−100.0%Sold out