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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 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
$491.2M
+$63.2M (+14.8%) 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: $491.2M
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 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
Police & Firemen's Retirement System of New Jersey32,160$158.9K0.00%+6,626+25.9%Added
Fractal Investments LLC33,000$163.0K0.02%00.0%Unchanged
XTX Topco Ltd35,478$175.3K0.00%+23,291+191.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)40,364$199.4K0.00%+24,806+159.4%Added
Mercer Global Advisors Inc42,537$210.1K0.00%+2,688+6.7%Added
Vanguard Global Advisers, LLC44,273$218.7K0.00%+44,273New
Squarepoint Ops LLC45,695$225.7K0.00%+45,695New
Two Sigma Investments, LP46,100$227.7K0.00%+46,100New
ICG Advisors, LLC46,847$231.4K0.90%00.0%Unchanged
Janus Henderson Group PLC49,200$242.8K0.00%00.0%Unchanged
Aquatic Capital Management LLC50,279$248.4K0.01%+50,279New
Vident Advisory, LLC50,583$249.9K0.00%+50,583New
ExodusPoint Capital Management, LP50,914$251.5K0.00%−27,224−34.8%Reduced
Stephens Inc50,951$251.7K0.00%−1,000−1.9%Reduced
JPMorgan Chase & Co53,848$253.6K0.00%−96,741−64.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.51,400$253.9K0.00%+537+1.1%Added
Pathstone Holdings, LLC53,806$265.8K0.00%00.0%Unchanged
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
Franklin Resources Inc55,111$272.2K0.00%+300+0.5%Added
T3 Companies, LLC57,000$281.6K0.38%+57,000New
MetLife Investment Management59,733$295.1K0.00%+9,281+18.4%Added
Royal Bank of Canada69,236$341.0K0.00%+22,214+47.2%Added
Vanguard Asset Management, Ltd73,521$363.2K0.00%+73,521New
AREX Capital Management, LP75,000$370.5K0.61%+25,000+50.0%Added
Legal & General Group Plc81,454$402.4K0.00%−22,374−21.5%Reduced
Quantinno Capital Management LP86,840$429.0K0.00%+19,155+28.3%Added
SG Americas Securities, LLC86,806$429.0K0.00%−35,272−28.9%Reduced
Deutsche Bank AG95,930$473.9K0.00%+13,371+16.2%Added
AQR Capital Management LLC98,574$487.0K0.00%+28,138+39.9%Added
California State Teachers Retirement System101,725$502.5K0.00%−816−0.8%Reduced
Susquehanna International Group, LLP107,304$530.1K0.00%−148,422−58.0%Reduced
Price T Rowe Associates Inc108,377$536.0K0.00%+13,943+14.8%Added
Invesco Ltd.108,714$537.0K0.00%+61,925+132.3%Added
Mariner, LLC109,200$539.4K0.00%−27,745−20.3%Reduced
BNP Paribas Arbitrage, SA110,357$545.2K0.00%−14,873−11.9%Reduced
Manchester Capital Management LLC119,888$592.2K0.09%00.0%Unchanged
Legacy Wealth Managment, LLC128,589$635.2K0.32%+95,498+288.6%Added
Jane Street Group, LLC156,872$774.9K0.00%−189,388−54.7%Reduced
Rhumbline Advisers178,247$880.5K0.00%−832−0.5%Reduced
Morgan Stanley185,796$917.8K0.00%−79,964−30.1%Reduced
Inscription Capital, LLC201,761$996.7K0.10%00.0%Unchanged
MYDA Advisors LLC214,659$1.06M0.25%+41,659+24.1%Added
Swiss National Bank215,600$1.07M0.00%00.0%Unchanged
Biltmore Family Office, LLC224,248$1.11M0.16%−3,046−1.3%Reduced
Nuveen, LLC266,105$1.31M0.00%+2,048+0.8%Added
Bank of America Corp281,015$1.39M0.00%+4,810+1.7%Added
Kim, LLC293,901$1.45M0.21%00.0%Unchanged
UBS Asset Management Americas Inc294,947$1.46M0.00%−3,024−1.0%Reduced
Bank of New York Mellon Corp295,580$1.46M0.00%−3,440−1.2%Reduced
Doheny Asset Management339,840$1.68M1.09%−121,060−26.3%Reduced
Wells Fargo & Company360,852$1.78M0.00%−70,515−16.3%Reduced
Fifth Third Bancorp372,353$1.84M0.00%+372,353New
Teachers Retirement System of the State of Kentucky433,930$2.14M0.02%+131,521+43.5%Added
Raymond James Financial Inc441,641$2.18M0.00%−136,119−23.6%Reduced
Tejara Capital Ltd456,946$2.26M0.74%+197,800+76.3%Added
Lazard Asset Management LLC467,149$2.31M0.00%+128,598+38.0%Added
UBS Group AG545,959$2.70M0.00%−157,653−22.4%Reduced
Citadel Advisors LLC598,417$2.96M0.00%+220,537+58.4%Added
Cruiser Capital Advisors, LLC654,423$3.23M1.26%+66,866+11.4%Added
Dimensional Fund Advisors LP702,803$3.47M0.00%−274,700−28.1%Reduced
Vanguard Portfolio Management LLC777,413$3.84M0.00%+777,413New
Vanguard Fiduciary Trust Co799,803$3.95M0.00%+799,803New
Orchard Capital Managment, LLC815,038$4.03M5.27%00.0%Unchanged
Northern Trust Corp899,828$4.45M0.00%+15,992+1.8%Added
Charles Schwab Investment Management Inc930,212$4.60M0.00%−29,088−3.0%Reduced
Occam Crest Management LP1,090,000$5.38M3.40%+780,000+251.6%Added
Goldman Sachs Group Inc1,196,472$5.91M0.00%+45,218+3.9%Added
Ares Management LLC1,197,554$5.92M0.39%00.0%Unchanged
Bard Associates Inc1,204,593$5.99M1.50%−1,449−0.1%Reduced
CenterBook Partners LP1,347,112$6.65M0.36%+1,347,112New
Diamond Hill Capital Management Inc1,557,949$7.70M0.05%−191,575−11.0%Reduced
Garnet Equity Capital Holdings, Inc.1,958,719$9.68M5.50%−4,135−0.2%Reduced
Pingora Partners LLC2,052,653$10.1M6.01%+282,550+16.0%Added
Shay Capital LLC2,300,000$11.4M1.61%+1,150,200+100.0%Added
First Eagle Investment Management, LLC2,525,562$12.5M0.02%+141,641+5.9%Added
State Street Corp2,694,299$13.4M0.00%+161,023+6.4%Added
Geode Capital Management, LLC2,772,638$13.7M0.00%+85,960+3.2%Added
Royce & Associates LP2,897,178$14.3M0.14%+214,400+8.0%Added
Long Focus Capital Management, LLC4,073,305$20.1M0.88%−1,611,695−28.3%Reduced
Vanguard Capital Management LLC4,685,301$23.1M0.00%+4,685,301New
Alliancebernstein L.P.5,198,001$24.0M0.01%−1,084,723−17.3%Reduced
Caspian Capital LP5,211,307$25.7M25.04%00.0%Unchanged
Frontier Capital Management Co LLC7,555,692$37.3M0.38%+978,729+14.9%Added
BlackRock, Inc.8,241,672$40.7M0.00%−78,013−0.9%Reduced
Washington State Investment Board11,785,779$58.2M23.17%00.0%Unchanged
Wellington Management Group LLP12,230,883$60.4M0.01%+717,732+6.2%Added
Corsair Capital Management, L.P.2,000––+2,000New
Luxor Capital Group, LP0$00.00%−833,796−100.0%Sold out
Caption Management, LLC0$00.00%−332,494−100.0%Sold out
Verition Fund Management LLC0$00.00%−170,900−100.0%Sold out
Diametric Capital, LP0$00.00%−107,081−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−98,448−100.0%Sold out
Quantbot Technologies LP0$00.00%−69,039−100.0%Sold out
Jump Financial, LLC0$00.00%−56,500−100.0%Sold out
PDT Partners, LLC0$00.00%−49,176−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−46,500−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−38,968−100.0%Sold out
Axq Capital, LP0$00.00%−38,164−100.0%Sold out
Quest Partners LLC0$00.00%−34,642−100.0%Sold out