TRI-CONTINENTAL Corp
TY- Exchange
- NYSE
- SEC CIK
- 0000099614
No open-market purchases or sales by TRI-CONTINENTAL Corp insiders were filed in the last 90 days; 158 institutions reported holding it in 13F filings for Q2 2026, worth $241.8M in total; no superinvestor holds it.
Other share classesTY.P
13F holders, Q2 2026
Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 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
- 158
- +7 vs. Q1 2026
- Shares held
- 7.02M
- +173.0K (+2.5%) vs. Q1 2026
- Total value
- $241.8M
- +$25.1M (+11.6%) vs. Q1 2026
- New holders
- 19
- 60 more added
- Sold out
- 12
- 41 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TY 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 158 | $241.8M |
| Q1 2026 | 153 | $217.0M |
| Q4 2025 | 151 | $220.0M |
| Q3 2025 | 154 | $225.0M |
| Q2 2025 | 149 | $207.6M |
| Q1 2025 | 145 | $191.0M |
| Q4 2024 | 149 | $218.3M |
| Q3 2024 | 136 | $233.1M |
| Q2 2024 | 135 | $201.9M |
| Q1 2024 | 129 | $237.1M |
| Q4 2023 | 125 | $207.8M |
| Q3 2023 | 120 | $174.9M |
| Q2 2023 | 122 | $178.1M |
| Q1 2023 | 116 | $176.8M |
| Q4 2022 | 125 | $167.0M |
| Q3 2022 | 114 | $168.2M |
| Q2 2022 | 121 | $179.0M |
| Q1 2022 | 130 | $229.6M |
| Q4 2021 | 142 | $238.5M |
| Q3 2021 | 113 | $230.9M |
| Q2 2021 | 120 | $228.2M |
| Q1 2021 | 117 | $211.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 689,725 | $23.7M | 0.73% | −45,373−6.2% | Reduced |
| Lazard Asset Management LLC | 671,046 | $23.1M | 0.03% | +156,511+30.4% | Added |
| Morgan Stanley | 543,357 | $18.7M | 0.00% | −10,440−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 445,614 | $15.3M | 0.02% | +79,600+21.7% | Added |
| Blue Bell Private Wealth Management, LLC | 429,902 | $14.8M | 1.84% | −1410.0% | Reduced |
| Raymond James Financial Inc | 249,337 | $8.58M | 0.00% | −11,647−4.5% | Reduced |
| UBS Group AG | 226,335 | $7.79M | 0.00% | +13,065+6.1% | Added |
| Colony Group, LLC | 187,432 | $6.45M | 0.01% | −11,304−5.7% | Reduced |
| Umb Bank N A | 163,808 | $5.64M | 0.07% | −13,984−7.9% | Reduced |
| Uncommon Cents Investing LLC | 159,026 | $5.47M | 1.19% | −645−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 156,550 | $5.39M | 0.15% | +11,778+8.1% | Added |
| Cornerstone Advisory, LLC | 155,211 | $5.34M | 0.44% | +3,640+2.4% | Added |
| Wells Fargo & Company | 147,471 | $5.08M | 0.00% | −18,622−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 127,904 | $4.40M | 0.01% | +4,827+3.9% | Added |
| Mariner, LLC | 111,679 | $3.84M | 0.00% | +15,088+15.6% | Added |
| Stifel Financial Corp | 103,544 | $3.56M | 0.00% | −108−0.1% | Reduced |
| LPL Financial LLC | 91,759 | $3.16M | 0.00% | +13,068+16.6% | Added |
| 1620 Investment Advisors, Inc. | 90,360 | $3.11M | 1.93% | −2,290−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,978 | $3.03M | 0.00% | +39,628+82.0% | Added |
| Altium Capital Management LP | 86,458 | $2.98M | 6.27% | +7,538+9.6% | Added |
| First Trust Advisors LP | 83,694 | $2.88M | 0.00% | −898−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 80,682 | $2.86M | 0.00% | −1,948−2.4% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.60M | 0.13% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 75,065 | $2.58M | 0.01% | −11,205−13.0% | Reduced |
| Platform Technology Partners | 68,034 | $2.34M | 0.38% | +1,038+1.5% | Added |
| D.A. Davidson & Co. | 66,669 | $2.29M | 0.01% | −6,439−8.8% | Reduced |
| Stolper Co | 65,324 | $2.25M | 0.58% | +46,874+254.1% | Added |
| RB Capital Management, LLC | 61,076 | $2.10M | 0.41% | +102+0.2% | Added |
| Evolve Private Wealth, LLC | 57,423 | $1.98M | 0.12% | −4,211−6.8% | Reduced |
| Pathstone Holdings, LLC | 55,935 | $1.93M | 0.01% | +17,278+44.7% | Added |
| Concurrent Investment Advisors, LLC | 51,920 | $1.79M | 0.02% | +2,575+5.2% | Added |
| Royal Bank of Canada | 50,968 | $1.75M | 0.00% | −7,275−12.5% | Reduced |
| Bank of America Corp | 47,553 | $1.64M | 0.00% | +672+1.4% | Added |
| Allworth Financial LP | 41,186 | $1.42M | 0.01% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 40,036 | $1.38M | 0.66% | +42+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 38,960 | $1.34M | 0.01% | +865+2.3% | Added |
| Commonwealth Equity Services, LLC | 32,677 | $1.12M | 0.00% | −22,582−40.9% | Reduced |
| Whitener Capital Management, Inc. | 31,386 | $1.08M | 0.23% | −2,435−7.2% | Reduced |
| Albion Financial Group | 29,946 | $1.03M | 0.06% | −550−1.8% | Reduced |
| Thrivent Financial for Lutherans | 29,889 | $1.03M | 0.00% | +3,982+15.4% | Added |
| HighTower Advisors, LLC | 29,663 | $1.02M | 0.00% | +598+2.1% | Added |
| We Are One Seven, LLC | 29,426 | $1.01M | 0.02% | +14,096+92.0% | Added |
| Altus Wealth Group LLC | 29,314 | $1.01M | 0.36% | −300−1.0% | Reduced |
| Creative Planning | 26,383 | $908.1K | 0.00% | +435+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,598 | $881.1K | 0.00% | +954+3.9% | Added |
| Advisors Asset Management, Inc. | 24,609 | $847.0K | 0.01% | +110.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $840.4K | 0.03% | 00.0% | Unchanged |
| Atlas Wealth LLC | 22,782 | $784.2K | 0.11% | +22,782 | New |
| Westbourne Investments, Inc. | 20,465 | $704.4K | 0.29% | +20,465 | New |
| Kirr Marbach & Co LLC | 19,882 | $684.3K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,857 | $649.1K | 0.00% | −3,751−16.6% | Reduced |
| Foundations Investment Advisors, LLC | 18,125 | $623.8K | 0.01% | +300+1.7% | Added |
| The PNC Financial Services Group, Inc. | 18,105 | $623.2K | 0.00% | −4,712−20.7% | Reduced |
| Heritage Wealth Advisors | 17,846 | $614.3K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,810 | $613.0K | 0.00% | −536−2.9% | Reduced |
| Guggenheim Capital LLC | 17,696 | $609.1K | 0.00% | −3,386−16.1% | Reduced |
| Johnson Investment Counsel Inc | 16,592 | $571.1K | 0.00% | −333−2.0% | Reduced |
| First PREMIER Bank | 16,574 | $570.0K | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,910 | $556.7K | 0.00% | +299+1.9% | Added |
| Tower Wealth Partners, Inc. | 15,973 | $549.8K | 0.27% | +369+2.4% | Added |
| Successful Portfolios LLC | 15,389 | $546.3K | 0.26% | +184+1.2% | Added |
| Rockefeller Capital Management L.P. | 15,551 | $535.3K | 0.00% | +22+0.1% | Added |
| GatePass Capital, LLC | 14,756 | $507.9K | 0.19% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,153 | $487.1K | 0.00% | +1,218+9.4% | Added |
| XTX Topco Ltd | 13,688 | $471.1K | 0.01% | +1,328+10.7% | Added |
| Financial Plan, Inc. | 13,091 | $450.6K | 0.04% | +2,085+18.9% | Added |
| Citadel Advisors LLC | 12,748 | $438.8K | 0.00% | −2,917−18.6% | Reduced |
| MSH Capital Advisors LLC | 12,719 | $437.8K | 0.08% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,664 | $435.9K | 0.01% | +1,066+9.2% | Added |
| Twin Focus Capital Partners, LLC | 12,611 | $434.1K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 12,466 | $429.1K | 0.01% | +600+5.1% | Added |
| Cora Capital Advisors LLC | 12,165 | $418.7K | 0.12% | +184+1.5% | Added |
| Level Four Advisory Services, LLC | 11,309 | $389.3K | 0.01% | +59+0.5% | Added |
| First Financial Bankshares Inc | 11,272 | $388.0K | 0.01% | −1,448−11.4% | Reduced |
| CI Private Wealth, LLC | 11,138 | $383.4K | 0.00% | −625−5.3% | Reduced |
| Mercer Global Advisors Inc | 11,068 | $380.9K | 0.00% | +11,068 | New |
| Nations Financial Group Inc, | 11,006 | $378.9K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 10,847 | $373.3K | 0.00% | −488−4.3% | Reduced |
| NorthRock Partners, LLC | 10,447 | $359.6K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 10,425 | $358.8K | 0.01% | +5,032+93.3% | Added |
| American Institute for Advanced Investment Management, LLP | 10,326 | $355.4K | 0.21% | +156+1.5% | Added |
| Northern Trust Corp | 10,278 | $353.8K | 0.00% | +455+4.6% | Added |
| Koshinski Asset Management, Inc. | 10,199 | $351.1K | 0.02% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,144 | $349.1K | 0.00% | +8+0.1% | Added |
| Oppenheimer & Co Inc | 10,051 | $346.0K | 0.00% | +41+0.4% | Added |
| Engineers Gate Manager LP | 9,876 | $339.9K | 0.00% | +9,876 | New |
| Meridian Investment Counsel Inc. | 9,755 | $335.8K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,648 | $332.1K | 0.00% | −290−2.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $318.9K | 0.00% | 00.0% | Unchanged |
| R2 Capital Strategies, LLC | 9,067 | $312.1K | 0.14% | +9,067 | New |
| Savant Capital, LLC | 9,319 | $311.3K | 0.00% | +9,319 | New |
| AQR Capital Management LLC | 8,673 | $298.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,616 | $296.6K | 0.00% | +671+8.4% | Added |
| Private Advisor Group, LLC | 8,392 | $288.8K | 0.00% | −2,729−24.5% | Reduced |
| Tandem Capital Management Corp | 8,300 | $285.7K | 0.12% | 00.0% | Unchanged |
| Unify Financial Advisors | 8,044 | $276.9K | 0.26% | −85−1.0% | Reduced |
| Ameriprise Financial Inc | 7,969 | $274.3K | 0.00% | −50−0.6% | Reduced |
| Kestra Advisory Services, LLC | 7,767 | $267.4K | 0.00% | −11,263−59.2% | Reduced |
| International Assets Investment Management, LLC | 7,440 | $258.9K | 0.02% | −92−1.2% | Reduced |
| Independent Family Office, LLC | 6,987 | $240.5K | 0.10% | 00.0% | Unchanged |