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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, Q2 2025

Institutional positions in FTAI Infrastructure Inc. as of Jun 30, 2025. 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
185
+11 vs. Q1 2025
Shares held
93.8M
−2.89M (−3.0%) vs. Q1 2025
Total value
$578.9M
+$140.8M (+32.1%) vs. Q1 2025
New holders
36
62 more added
Sold out
25
52 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 185 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 heldQ2 2025: $578.9M
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, Q2 2025

Shares, value and share of portfolio for each institution holding FTAI Infrastructure Inc.; share changes are against Q1 2025.

Institutions holding FIP in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Washington State Investment Board11,785,779$72.7M28.35%00.0%Unchanged
BlackRock, Inc.7,709,979$47.6M0.00%−462,227−5.7%Reduced
Luxor Capital Group, LP6,629,575$40.9M5.33%−2,854,740−30.1%Reduced
Long Focus Capital Management, LLC6,060,162$37.4M2.41%+1,294,000+27.1%Added
Vanguard Group Inc5,987,482$36.9M0.00%−458,339−7.1%Reduced
Hood River Capital Management LLC5,987,061$36.9M0.52%+75,784+1.3%Added
Capital International Investors5,345,350$33.0M0.01%00.0%Unchanged
Frontier Capital Management Co LLC3,639,934$22.5M0.21%+2,947,567+425.7%Added
Geode Capital Management, LLC2,542,504$15.7M0.00%−47,489−1.8%Reduced
State Street Corp2,444,339$15.1M0.00%−116,950−4.6%Reduced
Empyrean Capital Partners, LP2,372,000$14.6M0.68%+900,210+61.2%Added
American Assets Capital Advisers, LLC1,766,695$10.9M10.95%−1,817,795−50.7%Reduced
First Eagle Investment Management, LLC1,738,171$10.7M0.02%+451,930+35.1%Added
Dimensional Fund Advisors LP1,711,549$10.6M0.00%−232,658−12.0%Reduced
Royce & Associates LP1,694,550$10.5M0.11%+1,517,461+856.9%Added
Pingora Partners LLC1,633,123$10.1M7.53%+142,379+9.6%Added
Diamond Hill Capital Management Inc1,321,167$8.15M0.04%+251,408+23.5%Added
Bard Associates Inc1,085,515$6.70M2.15%−42,250−3.7%Reduced
Morgan Stanley1,050,865$6.48M0.00%−23,948−2.2%Reduced
UBS Group AG1,017,957$6.28M0.00%+332,507+48.5%Added
Charles Schwab Investment Management Inc923,912$5.70M0.00%+32,754+3.7%Added
Northern Right Capital Management, L.P.885,675$5.46M1.87%+885,675New
Northern Trust Corp846,278$5.22M0.00%−22,670−2.6%Reduced
Goldman Sachs Group Inc841,779$5.19M0.00%+459,955+120.5%Added
Garnet Equity Capital Holdings, Inc.776,832$4.79M2.22%+776,832New
Orchard Capital Managment, LLC766,784$4.73M5.23%−848,971−52.5%Reduced
Citadel Advisors LLC736,019$4.54M0.00%+268,955+57.6%Added
Royal Bank of Canada714,392$4.41M0.00%+700,251+4,951.9%Added
Philadelphia Financial Management of San Francisco, LLC575,417$3.55M0.79%−1,617,062−73.8%Reduced
Bank of New York Mellon Corp538,617$3.32M0.00%−16,540−3.0%Reduced
Marshall Wace, LLP529,502$3.27M0.00%+428,116+422.3%Added
Shay Capital LLC525,000$3.24M0.74%+379,158+260.0%Added
Invesco Ltd.483,930$2.99M0.00%+321,873+198.6%Added
Cruiser Capital Advisors, LLC481,904$2.97M1.32%+75,158+18.5%Added
Voloridge Investment Management, LLC454,065$2.80M0.01%+53,338+13.3%Added
UBS Asset Management Americas Inc444,004$2.74M0.00%+100,443+29.2%Added
Gilder Gagnon Howe & Co LLC440,092$2.72M0.03%−2,718−0.6%Reduced
MYDA Advisors LLC330,000$2.04M0.57%+330,000New
BNP Paribas Arbitrage, SA319,806$1.97M0.00%−155,550−32.7%Reduced
Deutsche Bank AG304,857$1.88M0.00%+221,189+264.4%Added
Squarepoint Ops LLC303,083$1.87M0.00%−101,667−25.1%Reduced
Kim, LLC293,901$1.81M0.19%00.0%Unchanged
Bank of America Corp289,345$1.79M0.00%−223,587−43.6%Reduced
Wells Fargo & Company280,527$1.73M0.00%+20,776+8.0%Added
Raymond James Financial Inc271,269$1.67M0.00%+69,790+34.6%Added
Nuveen, LLC264,057$1.63M0.00%−49,956−15.9%Reduced
Comerica Bank249,999$1.54M0.01%+249,999New
Biltmore Family Office, LLC226,046$1.39M0.24%+1,250+0.6%Added
Doheny Asset Management220,160$1.36M0.95%+27,500+14.3%Added
State of Wisconsin Investment Board216,602$1.34M0.00%+68,826+46.6%Added
Tudor Investment Corp Et Al214,110$1.32M0.01%+214,110New
HRT Financial LP213,842$1.32M0.01%+155,532+266.7%Added
Swiss National Bank208,200$1.28M0.00%+9,900+5.0%Added
Ardsley Advisory Partners LP200,000$1.23M0.20%+200,000New
Barclays PLC199,815$1.23M0.00%+74,294+59.2%Added
Susquehanna International Group, LLP194,396$1.20M0.00%+49,131+33.8%Added
Rhumbline Advisers190,560$1.18M0.00%+40,206+26.7%Added
Qube Research & Technologies Ltd185,584$1.15M0.00%−249,503−57.3%Reduced
Verition Fund Management LLC181,923$1.12M0.01%+17,597+10.7%Added
Tejara Capital Ltd179,245$1.11M0.51%−115,255−39.1%Reduced
Inscription Capital, LLC163,036$1.01M0.15%+1,536+1.0%Added
Y-Intercept (Hong Kong) Ltd147,334$909.1K0.02%+119,192+423.5%Added
Simplex Trading, LLC144,919$894.0K0.02%+144,919New
Diametric Capital, LP113,113$697.9K0.37%+75,164+198.1%Added
Group One Trading, L.P.112,199$692.3K0.02%+84,498+305.0%Added
Caption Management, LLC112,145$691.9K0.06%00.0%Unchanged
California State Teachers Retirement System103,091$636.1K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd100,048$617.0K0.08%+33,816+51.1%Added
Alliancebernstein L.P.98,030$604.8K0.00%00.0%Unchanged
Stifel Financial Corp96,473$595.2K0.00%+91+0.1%Added
Legal & General Group Plc95,995$592.3K0.00%−9,137−8.7%Reduced
Mariner, LLC89,819$554.2K0.00%+43,914+95.7%Added
Schonfeld Strategic Advisors LLC74,903$462.1K0.00%−1,182,424−94.0%Reduced
Two Sigma Advisers, LP74,100$457.2K0.00%−48,400−39.5%Reduced
Nebula Research & Development LLC73,060$450.8K0.04%−14,956−17.0%Reduced
Millennium Management LLC72,559$447.7K0.00%−131,220−64.4%Reduced
Cynosure Management, LLC3,565$410.1K0.05%+3,565New
MetLife Investment Management64,227$396.3K0.00%00.0%Unchanged
Centiva Capital, LP61,498$379.4K0.03%+61,498New
Citigroup Inc60,991$376.3K0.00%−23,552−27.9%Reduced
AREX Capital Management, LP60,000$370.2K0.72%+60,000New
SG Americas Securities, LLC56,577$349.0K0.00%+16,904+42.6%Added
JPMorgan Chase & Co55,917$345.0K0.00%−235,408−80.8%Reduced
Harbor Advisors LLC55,000$339.4K0.06%00.0%Unchanged
Jane Street Group, LLC54,592$336.8K0.00%+54,592New
Intech Investment Management LLC54,348$335.3K0.00%−38,243−41.3%Reduced
Pathstone Holdings, LLC53,806$332.0K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.53,534$330.3K0.00%−6,366−10.6%Reduced
Price T Rowe Associates Inc50,692$313.0K0.00%+5,961+13.3%Added
Janus Henderson Group PLC49,200$303.3K0.00%00.0%Unchanged
Stephens Inc46,410$286.4K0.00%+12,960+38.7%Added
Aristeia Capital LLC45,908$283.3K0.01%−17,267−27.3%Reduced
Prelude Capital Management, LLC45,158$278.6K0.03%+27,009+148.8%Added
Sender Co & Partners, Inc.43,316$267.3K0.08%+43,316New
NJ State Employees Deferred Compensation Plan40,000$246.8K0.03%00.0%Unchanged
D. E. Shaw & Co., Inc.39,560$244.1K0.00%+39,560New
Manufacturers Life Insurance Company, The36,233$223.6K0.00%−184−0.5%Reduced
Quest Partners LLC34,642$213.7K0.02%00.0%Unchanged
Legacy Investment Solutions, LLC33,091$204.2K0.11%+33,091New
Legacy Wealth Managment, LLC33,091$204.2K0.11%+33,091New