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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, Q4 2025

Institutional positions in FTAI Infrastructure Inc. as of Dec 31, 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
183
−2 vs. Q3 2025
Shares held
99.5M
+8.37M (+9.2%) vs. Q3 2025
Total value
$458.8M
+$61.4M (+15.4%) vs. Q3 2025
New holders
24
63 more added
Sold out
26
56 more reduced

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 183 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 2025: $458.8M
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, Q4 2025

Shares, value and share of portfolio for each institution holding FTAI Infrastructure Inc.; share changes are against Q3 2025.

Institutions holding FIP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC49,200$226.6K0.00%00.0%Unchanged
PDT Partners, LLC49,176$226.7K0.01%−114,049−69.9%Reduced
AREX Capital Management, LP50,000$230.5K0.66%−85,000−63.0%Reduced
MetLife Investment Management50,452$232.6K0.00%−12,409−19.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.50,863$234.5K0.00%+609+1.2%Added
Stephens Inc51,951$239.5K0.00%+1,041+2.0%Added
ICG Advisors, LLC46,847$244.3K0.66%+46,847New
Pathstone Holdings, LLC53,806$248.0K0.00%00.0%Unchanged
Franklin Resources Inc54,811$252.7K0.00%+7,124+14.9%Added
Harbor Advisors LLC55,000$253.6K0.04%00.0%Unchanged
Jump Financial, LLC56,500$260.5K0.00%+6,400+12.8%Added
State of Wisconsin Investment Board60,415$278.5K0.00%−8,908−12.8%Reduced
Quantinno Capital Management LP67,685$312.0K0.00%+21,773+47.4%Added
Los Angeles Capital Management LLC62,092$317.3K0.00%+21,980+54.8%Added
Quantbot Technologies LP69,039$318.3K0.01%+69,039New
AQR Capital Management LLC70,436$324.7K0.00%+1,920+2.8%Added
ExodusPoint Capital Management, LP78,138$360.2K0.00%+78,138New
Deutsche Bank AG82,559$380.6K0.00%−210,393−71.8%Reduced
Price T Rowe Associates Inc94,434$436.0K0.00%+36,447+62.9%Added
Balyasny Asset Management LLC98,448$453.8K0.00%+58,135+144.2%Added
California State Teachers Retirement System102,541$472.7K0.00%+663+0.7%Added
Legal & General Group Plc103,828$478.6K0.00%−539−0.5%Reduced
Diametric Capital, LP107,081$493.6K0.13%+107,081New
Prelude Capital Management, LLC109,691$505.7K0.04%+56,691+107.0%Added
Manchester Capital Management LLC119,888$552.7K0.08%00.0%Unchanged
SG Americas Securities, LLC122,078$563.0K0.00%−5,382−4.2%Reduced
BNP Paribas Arbitrage, SA125,230$577.3K0.00%−146,486−53.9%Reduced
Mariner, LLC136,945$631.3K0.00%+41,498+43.5%Added
JPMorgan Chase & Co150,589$694.2K0.00%+77,103+104.9%Added
Verition Fund Management LLC170,900$787.8K0.00%−26,565−13.5%Reduced
Simplex Trading, LLC170,955$788.1K0.02%+82,506+93.3%Added
MYDA Advisors LLC173,000$797.5K0.22%−122,000−41.4%Reduced
Barclays PLC176,354$813.0K0.00%+16,744+10.5%Added
Rhumbline Advisers179,079$825.5K0.00%−15,101−7.8%Reduced
Inscription Capital, LLC201,761$930.1K0.10%+650+0.3%Added
Swiss National Bank215,600$993.9K0.00%+7,400+3.6%Added
Biltmore Family Office, LLC227,294$1.05M0.14%+1,248+0.6%Added
Susquehanna International Group, LLP255,726$1.18M0.00%−35,693−12.2%Reduced
Tejara Capital Ltd259,146$1.19M0.50%+23,801+10.1%Added
Nuveen, LLC264,057$1.22M0.00%00.0%Unchanged
Morgan Stanley265,760$1.23M0.00%−542,342−67.1%Reduced
Bank of America Corp276,205$1.27M0.00%+6,270+2.3%Added
Kim, LLC293,901$1.35M0.16%00.0%Unchanged
UBS Asset Management Americas Inc297,971$1.37M0.00%−7,500−2.5%Reduced
Bank of New York Mellon Corp299,020$1.38M0.00%−266,678−47.1%Reduced
Teachers Retirement System of the State of Kentucky302,409$1.39M0.01%+302,409New
Occam Crest Management LP310,000$1.43M1.03%−1,110,000−78.2%Reduced
Caption Management, LLC332,494$1.53M0.07%−13,003−3.8%Reduced
Lazard Asset Management LLC338,551$1.56M0.00%+338,551New
Jane Street Group, LLC346,260$1.60M0.00%+104,189+43.0%Added
Comerica Bank353,646$1.63M0.01%−31,381−8.2%Reduced
Citadel Advisors LLC377,880$1.74M0.00%−208,949−35.6%Reduced
Wells Fargo & Company431,367$1.99M0.00%+58,066+15.6%Added
Doheny Asset Management460,900$2.13M1.30%+20,300+4.6%Added
Millennium Management LLC532,950$2.46M0.00%+162,964+44.0%Added
Raymond James Financial Inc577,760$2.66M0.00%+2,253+0.4%Added
Cruiser Capital Advisors, LLC587,557$2.71M2.79%+60,000+11.4%Added
UBS Group AG703,612$3.24M0.00%−236,725−25.2%Reduced
Orchard Capital Managment, LLC815,038$3.76M3.26%+11,270+1.4%Added
Luxor Capital Group, LP833,796$3.84M0.57%−3,882,946−82.3%Reduced
Northern Trust Corp883,836$4.07M0.00%−22,274−2.5%Reduced
Charles Schwab Investment Management Inc959,300$4.42M0.00%−662−0.1%Reduced
Dimensional Fund Advisors LP977,503$4.51M0.00%−199,481−16.9%Reduced
Shay Capital LLC1,149,800$5.30M0.86%−120,260−9.5%Reduced
Goldman Sachs Group Inc1,151,254$5.31M0.00%+44,127+4.0%Added
Ares Management LLC1,197,554$5.52M0.32%+1,197,554New
Bard Associates Inc1,206,042$5.56M1.43%−11,688−1.0%Reduced
Diamond Hill Capital Management Inc1,749,524$8.07M0.04%−37,422−2.1%Reduced
Pingora Partners LLC1,770,103$8.16M4.99%+53,930+3.1%Added
Garnet Equity Capital Holdings, Inc.1,962,854$9.05M4.50%+376,100+23.7%Added
First Eagle Investment Management, LLC2,383,921$11.0M0.02%+157,568+7.1%Added
State Street Corp2,533,276$11.7M0.00%−77,711−3.0%Reduced
Royce & Associates LP2,682,778$12.4M0.13%+527,000+24.4%Added
Geode Capital Management, LLC2,686,678$12.4M0.00%+18,421+0.7%Added
Caspian Capital LP5,211,307$24.0M15.89%+5,211,307New
Long Focus Capital Management, LLC5,685,000$26.2M1.30%00.0%Unchanged
Alliancebernstein L.P.6,282,724$29.0M0.01%+2,273,094+56.7%Added
Vanguard Group Inc6,300,823$29.0M0.00%+19,339+0.3%Added
Frontier Capital Management Co LLC6,576,963$30.3M0.32%+890,870+15.7%Added
BlackRock, Inc.8,319,685$38.4M0.00%+209,300+2.6%Added
Wellington Management Group LLP11,513,151$53.1M0.01%+4,875,802+73.5%Added
Washington State Investment Board11,785,779$54.3M17.53%00.0%Unchanged
Cynosure Management, LLC2,584––+2,584New
Gilder Gagnon Howe & Co LLC0$00.00%−441,457−100.0%Sold out
LDR Capital Management LLC0$00.00%−148,216−100.0%Sold out
DLD Asset Management, LP0$00.00%−108,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−81,414−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−40,000−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−40,000−100.0%Sold out
Quarry LP0$00.00%−35,332−100.0%Sold out
Freestone Grove Partners LP0$00.00%−26,388−100.0%Sold out
Pennington Partners & Co., LLC0$00.00%−24,935−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−17,270−100.0%Sold out
Gabelli Funds LLC0$00.00%−17,000−100.0%Sold out
Acropolis Investment Management, LLC0$00.00%−11,080−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−14,038−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−13,525−100.0%Sold out
Prudential Financial Inc0$00.00%−13,055−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,732−100.0%Sold out
Morey & Quinn Wealth Partners, LLC0$00.00%−10,986−100.0%Sold out