13F Filings History of Tortoise Investment Management, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$1.12B
Signature - Title
Mike Mattern - CCO
Location
White Plains, NY
Summary
This page shows a list of all the recent 13F filings made by Tortoise Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tortoise Investment Management, LLC reported 1536 stock holdings with total value $1.12B as of Q3 2025. Top holdings included IVV, STIP, AVUS, SGOV, and BTT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,536 $1.12B +$40.5M -$22.6M +$17.9M IVV, STIP, AVUS, SGOV, BTT 13F-HR 13 Nov 2025, 13:27
Q2 2025 1,284 $1.05B +$78.6M -$42.4M +$36.2M IVV, STIP, AVUS, SGOV, BTT 13F-HR 08 Aug 2025, 17:20
Q1 2025 815 $960M +$61.9M -$44.9M +$17M IVV, STIP, SGOV, AVUS, VGLT Restatement 07 Aug 2025, 17:22
Q4 2024 861 $947M +$68M -$31.5M +$36.5M IVV, STIP, AVUS, SGOV, VGLT Restatement 07 Aug 2025, 16:31
Q3 2024 868 $957M +$63.3M -$33.1M +$30.2M IVV, STIP, SGOV, AVUS, VGLT Restatement 07 Aug 2025, 16:27
Q2 2024 873 $877M +$67.2M -$20.8M +$46.4M IVV, STIP, SGOV, AVUS, VGLT Restatement 07 Aug 2025, 16:22
Q1 2024 863 $824M +$67.2M -$11M +$56.1M IVV, STIP, SGOV, AVUS, MBB Restatement 07 Aug 2025, 16:18
Q4 2023 787 $737M +$43.2M -$32.2M +$11.1M IVV, STIP, SGOV, MBB, AVUS Restatement 07 Aug 2025, 16:09
Q4 2023 787 $737M +$43.2M -$32.2M +$11.1M IVV, STIP, SGOV, MBB, AVUS Restatement 29 Feb 2024, 13:08
Q3 2023 802 $671M +$40.6M -$16.2M +$24.5M IVV, STIP, MBB, SGOV, IEMG Restatement 07 Aug 2025, 14:40
Q2 2023 773 $674M +$46.7M -$19.6M +$27.1M IVV, STIP, MBB, SGOV, IEMG 13F-HR 07 Aug 2023, 16:19
Q1 2023 777 $628M +$54.8M -$23.1M +$31.7M IVV, STIP, SGOV, MBB, IEMG 13F-HR 09 May 2023, 11:29
Q4 2022 768 $571M +$48.2M -$23.9M +$24.3M IVV, STIP, CMBS, IEMG, BAB 13F-HR 03 Feb 2023, 15:22
Q3 2022 738 $514M +$60M -$23.2M +$36.9M IVV, CMBS, BAB, STIP, MBB 13F-HR 04 Nov 2022, 13:06
Q2 2022 719 $510M +$61.2M -$26.1M +$35.1M IVV, CMBS, BAB, IEMG, ITOT 13F-HR 03 Aug 2022, 16:39
Q1 2022 666 $540M +$69.8M -$30.4M +$39.4M IVV, BAB, CMBS, IEMG, SPY 13F-HR 06 May 2022, 16:46
Q4 2021 634 $534M +$35.3M -$17M +$18.2M IVV, BAB, SPY, IEMG, CMBS 13F-HR 09 Feb 2022, 17:54
Q3 2021 602 $495M +$36.4M -$19.3M +$17.1M IVV, BAB, MBB, IEMG, CMBS 13F-HR 04 Nov 2021, 15:41
Q2 2021 586 $484M +$33.6M -$26.9M +$6.65M IVV, BAB, MBB, IEMG, SPY 13F-HR 30 Jul 2021, 14:24
Q1 2021 572 $455M +$32.5M -$32.5M -$9.09K IVV, MBB, BAB, IEMG, SPY 13F-HR 05 May 2021, 14:31
Q4 2020 531 $438M +$26.7M -$36.9M -$10.3M IVV, MBB, BAB, IEMG, SPY 13F-HR 05 Feb 2021, 17:00
Q3 2020 510 $410M +$31.9M -$26.4M +$5.48M IVV, MBB, VRIG, BAB, IEMG 13F-HR 04 Nov 2020, 16:46
Q2 2020 493 $387M +$22.8M -$25.9M -$3.16M IVV, MBB, VRIG, SPY, IEMG 13F-HR 06 Aug 2020, 15:40
Q1 2020 535 $344M +$26.8M -$35.1M -$8.34M IVV, MBB, VRIG, SPY, IEMG 13F-HR 05 May 2020, 14:47
Q4 2019 584 $424M +$33.3M -$18.7M +$14.5M IVV, VRIG, MBB, IEMG, SPY 13F-HR 06 Feb 2020, 14:49
Q3 2019 586 $388M +$25.5M -$35.3M -$9.8M IVV, VRIG, IEMG, SPY, SLQD 13F-HR 06 Nov 2019, 15:42
Q2 2019 622 $396M +$25.3M -$21.2M +$4.05M IVV, IEMG, SPY, SLQD, ITOT 13F-HR 07 Aug 2019, 14:45
Q1 2019 619 $382M +$20.8M -$43.5M -$22.8M IVV, IEMG, SPY, ITOT, IWB 13F-HR 07 May 2019, 16:19
Q4 2018 539 $370M +$63.4M -$37M +$26.4M IVV, NBB, IEMG, SPY, ITOT 13F-HR 08 Feb 2019, 14:00
Q3 2018 537 $381M +$15.9M -$9.51M +$6.38M IVV, NBD, IEMG, SPY, ITOT 13F-HR 19 Nov 2018, 17:32
Q2 2018 559 $364M +$28.8M -$26.5M +$2.29M IVV, NBD, IEMG, SPY, ITOT 13F-HR 09 Aug 2018, 15:51
Q1 2018 540 $361M +$33.7M -$15.2M +$18.5M IVV, NBD, IEMG, SPY, ITOT 13F-HR 10 May 2018, 18:01
Q4 2017 555 $349M +$15.8M -$8.86M +$6.93M IVV, NBD, IEMG, SPY, VCSH 13F-HR 31 Jan 2018, 13:34
Q3 2017 485 $329M +$15.1M -$6.41M +$8.7M IVV, NBD, IEMG, SPY, VCSH 13F-HR 15 Nov 2017, 11:45
Q2 2017 484 $310M +$13M -$15.9M -$2.98M IVV, NBD, IEMG, SPY, VCSH 13F-HR 02 Aug 2017, 16:45
Q1 2017 473 $306M +$17.7M -$12.7M +$4.92M IVV, NBD, IEMG, VCSH, SPY 13F-HR 09 May 2017, 15:20
Q4 2016 486 $290M +$24.4M -$24.8M -$373K IVV, NBD, SPY, IEMG, VCSH 13F-HR 16 Feb 2017, 16:28
Q3 2016 435 $295M +$13.2M -$10.3M +$2.9M IVV, NBD, NAN, JQC, IEMG 13F-HR 09 Nov 2016, 11:59
Q2 2016 490 $287M +$27.4M -$25.1M +$2.29M IVV, NBD, NAN, JQC, IEMG 13F-HR 03 Aug 2016, 12:32
Q1 2016 388 $278M +$28.5M -$36.8M -$8.34M IVV, NBD, NAN, JQC, FAX 13F-HR 06 May 2016, 15:59
Q4 2015 409 $279M +$20.6M -$12.2M +$8.43M IVV, NAN, NBD, NBB, JQC 13F-HR 05 Feb 2016, 12:48
Q3 2015 396 $263M +$26.2M -$13.7M +$12.4M IVV, NAN, NBB, NBD, FAX 13F-HR 23 Oct 2015, 16:32
Q2 2015 423 $266M +$29.6M -$18.8M +$10.8M IVV, NAN, NBB, NBD, SPY 13F-HR 23 Jul 2015, 10:08
Q1 2015 410 $262M +$25.3M -$15.3M +$10M IVV, NBB, NBD, NXK, SPY 13F-HR 20 Apr 2015, 13:12
Q4 2014 458 $250M +$20.3M -$17.4M +$2.84M IVV, NBB, NBD, NXK, SPY 13F-HR 12 Feb 2015, 17:21
Q3 2014 381 $238M +$15.6M -$14.6M +$958K IVV, NBB, NBD, NXK, SPY 13F-HR 21 Oct 2014, 09:43
Q2 2014 418 $239M +$23.2M -$7.57M +$15.7M IVV, NBB, NBD, SPY, NXK 13F-HR 29 Jul 2014, 16:26
Q1 2014 343 $216M +$37M -$6.09M +$31M IVV, NBB, SPY, NXK, NBD 13F-HR 01 May 2014, 17:36
Q4 2013 317 $182M $0 $0 IVV, SPY, NBB, BAB, KMR New Holdings 28 Feb 2014, 10:37
Q4 2013 317 $182M +$33.9M -$23.2M +$10.7M IVV, SPY, NBB, BAB, KMR 13F-HR 12 Feb 2014, 14:27
Q3 2013 339 $165M +$26.2M -$15.4M +$10.8M IVV, SPY, BAB, KMR, HYG 13F-HR 07 Mar 2014, 18:46
Q2 2013 358 $151M +$28.2M -$12.5M +$15.7M KMR, IVV, SPY, BAB, IWB 13F-HR 13 Mar 2014, 17:50
Q1 2013 296 $139M +$15.2M -$8.04M +$7.15M KMR, HYG, JNK, SPY, SPSB 13F-HR 06 Mar 2014, 18:18
Q4 2012 290 $126M $0 $0 HYG, JNK, KMR, SPSB, EEM 13F-HR 06 Mar 2014, 18:23