Skip to main content

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, Q1 2026

Institutional positions in FTAI Infrastructure Inc. as of Mar 31, 2026. 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
188
+9 vs. Q4 2025
Shares held
99.8M
+6.92M (+7.5%) vs. Q4 2025
Total value
$491.7M
+$63.1M (+14.7%) vs. Q4 2025
New holders
31
61 more added
Sold out
22
50 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 188 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 2026: $491.7M
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, Q1 2026

Shares, value and share of portfolio for each institution holding FTAI Infrastructure Inc.; share changes are against Q4 2025.

Institutions holding FIP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP12,230,883$60.4M0.01%+717,732+6.2%Added
Washington State Investment Board11,785,779$58.2M23.17%00.0%Unchanged
BlackRock, Inc.8,241,672$40.7M0.00%−78,013−0.9%Reduced
Frontier Capital Management Co LLC7,555,692$37.3M0.38%+978,729+14.9%Added
Caspian Capital LP5,211,307$25.7M25.04%00.0%Unchanged
Alliancebernstein L.P.5,198,001$24.0M0.01%−1,084,723−17.3%Reduced
Vanguard Capital Management LLC4,685,301$23.1M0.00%+4,685,301New
Long Focus Capital Management, LLC4,073,305$20.1M0.88%−1,611,695−28.3%Reduced
Royce & Associates LP2,897,178$14.3M0.14%+214,400+8.0%Added
Geode Capital Management, LLC2,772,638$13.7M0.00%+85,960+3.2%Added
State Street Corp2,694,299$13.4M0.00%+161,023+6.4%Added
First Eagle Investment Management, LLC2,525,562$12.5M0.02%+141,641+5.9%Added
Shay Capital LLC2,300,000$11.4M1.61%+1,150,200+100.0%Added
Pingora Partners LLC2,052,653$10.1M6.01%+282,550+16.0%Added
Garnet Equity Capital Holdings, Inc.1,958,719$9.68M5.50%−4,135−0.2%Reduced
Diamond Hill Capital Management Inc1,557,949$7.70M0.05%−191,575−11.0%Reduced
CenterBook Partners LP1,347,112$6.65M0.36%+1,347,112New
Bard Associates Inc1,204,593$5.99M1.50%−1,449−0.1%Reduced
Ares Management LLC1,197,554$5.92M0.39%00.0%Unchanged
Goldman Sachs Group Inc1,196,472$5.91M0.00%+45,218+3.9%Added
Occam Crest Management LP1,090,000$5.38M3.35%+780,000+251.6%Added
Charles Schwab Investment Management Inc930,212$4.60M0.00%−29,088−3.0%Reduced
Northern Trust Corp899,828$4.45M0.00%+15,992+1.8%Added
Orchard Capital Managment, LLC815,038$4.03M5.27%00.0%Unchanged
Vanguard Fiduciary Trust Co799,803$3.95M0.00%+799,803New
Vanguard Portfolio Management LLC777,413$3.84M0.00%+777,413New
Dimensional Fund Advisors LP702,803$3.47M0.00%−274,700−28.1%Reduced
Cruiser Capital Advisors, LLC654,423$3.23M1.26%+66,866+11.4%Added
Citadel Advisors LLC598,417$2.96M0.00%+220,537+58.4%Added
UBS Group AG545,959$2.70M0.00%−157,653−22.4%Reduced
Lazard Asset Management LLC467,149$2.31M0.00%+128,598+38.0%Added
Tejara Capital Ltd456,946$2.26M0.74%+197,800+76.3%Added
Raymond James Financial Inc441,641$2.18M0.00%−136,119−23.6%Reduced
Teachers Retirement System of the State of Kentucky433,930$2.14M0.02%+131,521+43.5%Added
Fifth Third Bancorp372,353$1.84M0.00%+372,353New
Wells Fargo & Company360,852$1.78M0.00%−70,515−16.3%Reduced
Doheny Asset Management339,840$1.68M1.09%−121,060−26.3%Reduced
Bank of New York Mellon Corp295,580$1.46M0.00%−3,440−1.2%Reduced
UBS Asset Management Americas Inc294,947$1.46M0.00%−3,024−1.0%Reduced
Kim, LLC293,901$1.45M0.21%00.0%Unchanged
Bank of America Corp281,015$1.39M0.00%+4,810+1.7%Added
Nuveen, LLC266,105$1.31M0.00%+2,048+0.8%Added
Biltmore Family Office, LLC224,248$1.11M0.16%−3,046−1.3%Reduced
Swiss National Bank215,600$1.07M0.00%00.0%Unchanged
MYDA Advisors LLC214,659$1.06M0.25%+41,659+24.1%Added
Inscription Capital, LLC201,761$996.7K0.10%00.0%Unchanged
Morgan Stanley185,796$917.8K0.00%−79,964−30.1%Reduced
Rhumbline Advisers178,247$880.5K0.00%−832−0.5%Reduced
Jane Street Group, LLC156,872$774.9K0.00%−189,388−54.7%Reduced
Legacy Wealth Managment, LLC128,589$635.2K0.32%+95,498+288.6%Added
Manchester Capital Management LLC119,888$592.2K0.09%00.0%Unchanged
BNP Paribas Arbitrage, SA110,357$545.2K0.00%−14,873−11.9%Reduced
Mariner, LLC109,200$539.4K0.00%−27,745−20.3%Reduced
Invesco Ltd.108,714$537.0K0.00%+61,925+132.3%Added
Price T Rowe Associates Inc108,377$536.0K0.00%+13,943+14.8%Added
Susquehanna International Group, LLP107,304$530.1K0.00%−148,422−58.0%Reduced
California State Teachers Retirement System101,725$502.5K0.00%−816−0.8%Reduced
Corsair Capital Management, L.P.2,000$490.0K0.07%+2,000New
AQR Capital Management LLC98,574$487.0K0.00%+28,138+39.9%Added
Deutsche Bank AG95,930$473.9K0.00%+13,371+16.2%Added
SG Americas Securities, LLC86,806$429.0K0.00%−35,272−28.9%Reduced
Quantinno Capital Management LP86,840$429.0K0.00%+19,155+28.3%Added
Legal & General Group Plc81,454$402.4K0.00%−22,374−21.5%Reduced
AREX Capital Management, LP75,000$370.5K0.61%+25,000+50.0%Added
Vanguard Asset Management, Ltd73,521$363.2K0.00%+73,521New
Royal Bank of Canada69,236$341.0K0.00%+22,214+47.2%Added
MetLife Investment Management59,733$295.1K0.00%+9,281+18.4%Added
T3 Companies, LLC57,000$281.6K0.38%+57,000New
Franklin Resources Inc55,111$272.2K0.00%+300+0.5%Added
Harbor Advisors LLC55,000$271.7K0.04%00.0%Unchanged
McIntyre Freedman & Flynn Investment Advisers Inc55,000$271.7K0.15%+9,000+19.6%Added
Pathstone Holdings, LLC53,806$265.8K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.51,400$253.9K0.00%+537+1.1%Added
JPMorgan Chase & Co53,848$253.6K0.00%−96,741−64.2%Reduced
Stephens Inc50,951$251.7K0.00%−1,000−1.9%Reduced
ExodusPoint Capital Management, LP50,914$251.5K0.00%−27,224−34.8%Reduced
Vident Advisory, LLC50,583$249.9K0.00%+50,583New
Aquatic Capital Management LLC50,279$248.4K0.01%+50,279New
Janus Henderson Group PLC49,200$242.8K0.00%00.0%Unchanged
ICG Advisors, LLC46,847$231.4K0.90%00.0%Unchanged
Two Sigma Investments, LP46,100$227.7K0.00%+46,100New
Squarepoint Ops LLC45,695$225.7K0.00%+45,695New
Vanguard Global Advisers, LLC44,273$218.7K0.00%+44,273New
Mercer Global Advisors Inc42,537$210.1K0.00%+2,688+6.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)40,364$199.4K0.00%+24,806+159.4%Added
XTX Topco Ltd35,478$175.3K0.00%+23,291+191.1%Added
Fractal Investments LLC33,000$163.0K0.02%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey32,160$158.9K0.00%+6,626+25.9%Added
State of Wisconsin Investment Board30,410$150.2K0.00%−30,005−49.7%Reduced
Arizona State Retirement System30,346$149.9K0.00%+218+0.7%Added
Manufacturers Life Insurance Company, The29,998$148.2K0.00%−3,746−11.1%Reduced
Millennium Management LLC29,725$146.8K0.00%−503,225−94.4%Reduced
Group One Trading, L.P.29,183$144.2K0.00%+28,205+2,883.9%Added
Vanguard Investments Australia, Ltd.28,880$142.7K0.00%+28,880New
State Board of Administration of Florida Retirement System28,250$139.6K0.00%00.0%Unchanged
Intech Investment Management LLC26,358$130.2K0.00%−9,411−26.3%Reduced
KLP Kapitalforvaltning AS23,800$118.2K0.00%00.0%Unchanged
New York State Common Retirement Fund22,034$108.8K0.00%00.0%Unchanged
Prelude Capital Management, LLC22,000$108.7K0.01%−87,691−79.9%Reduced
Creative Planning21,525$106.3K0.00%+1,643+8.3%Added