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Livermore
Livermore
ZHEN

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 $240.3M in total; no superinvestor holds it.

Other share classesTY.P

13F holders, Q2 2021

Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 2021. 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
120
+3 vs. Q1 2021
Shares held
6.69M
+190.8K (+2.9%) vs. Q1 2021
Total value
$228.2M
+$17.3M (+8.2%) vs. Q1 2021
New holders
17
50 more added
Sold out
14
25 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 120 institutions
Q1 2021: 117 institutionsQ2 2021: 120 institutionsQ3 2021: 113 institutionsQ4 2021: 142 institutionsQ1 2022: 130 institutionsQ2 2022: 121 institutionsQ3 2022: 114 institutionsQ4 2022: 125 institutionsQ1 2023: 116 institutionsQ2 2023: 122 institutionsQ3 2023: 120 institutionsQ4 2023: 125 institutionsQ1 2024: 129 institutionsQ2 2024: 135 institutionsQ3 2024: 136 institutionsQ4 2024: 149 institutionsQ1 2025: 145 institutionsQ2 2025: 149 institutionsQ3 2025: 154 institutionsQ4 2025: 151 institutionsQ1 2026: 153 institutionsQ2 2026: 158 institutions
Value heldQ2 2021: $228.2M
Q1 2021: $211.0MQ2 2021: $228.2MQ3 2021: $230.7MQ4 2021: $236.4MQ1 2022: $229.6MQ2 2022: $179.0MQ3 2022: $167.9MQ4 2022: $167.0MQ1 2023: $170.0MQ2 2023: $178.1MQ3 2023: $174.8MQ4 2023: $190.0MQ1 2024: $203.6MQ2 2024: $201.8MQ3 2024: $232.7MQ4 2024: $218.3MQ1 2025: $191.0MQ2 2025: $205.8MQ3 2025: $224.5MQ4 2025: $219.9MQ1 2026: $217.0MQ2 2026: $240.3M
Institutions holding TY and their total value by quarter
QuarterHoldersValue
Q2 2026158$240.3M
Q1 2026153$217.0M
Q4 2025151$219.9M
Q3 2025154$224.5M
Q2 2025149$205.8M
Q1 2025145$191.0M
Q4 2024149$218.3M
Q3 2024136$232.7M
Q2 2024135$201.8M
Q1 2024129$203.6M
Q4 2023125$190.0M
Q3 2023120$174.8M
Q2 2023122$178.1M
Q1 2023116$170.0M
Q4 2022125$167.0M
Q3 2022114$167.9M
Q2 2022121$179.0M
Q1 2022130$229.6M
Q4 2021142$236.4M
Q3 2021113$230.7M
Q2 2021120$228.2M
Q1 2021117$211.0M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2021.

Institutions holding TY in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%+1New
CWM, LLC20$1.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.21$1.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC50$2.00K0.00%−2,729−98.2%Reduced
Brown Brothers Harriman & Co100$3.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$3.00K0.00%00.0%Unchanged
Piscataqua Savings Bank129$4.00K0.00%00.0%Unchanged
TFC Financial Management195$7.00K0.00%00.0%Unchanged
American Portfolios Advisors211$7.19K0.00%−2,919−93.3%Reduced
Selective Wealth Management, Inc.275$9.00K0.01%00.0%Unchanged
Trust Co of Vermont300$10.0K0.00%−300−50.0%Reduced
Harbour Investments, Inc.301$10.0K0.00%+301New
Advisory Services Network, LLC381$13.0K0.00%+381New
Sugarloaf Wealth Management, LLC417$14.0K0.00%00.0%Unchanged
CVA Family Office, LLC464$16.0K0.00%00.0%Unchanged
Addison Advisors LLC470$16.0K0.01%+470New
GPS Wealth Strategies Group, LLC572$20.0K0.01%+4+0.7%Added
Howe & Rusling Inc682$23.0K0.00%00.0%Unchanged
M&R Capital Management Inc778$26.0K0.01%+5+0.6%Added
Personal Wealth Partners780$27.0K0.01%+780New
McCarthy Asset Management, Inc.880$30.0K0.02%+14+1.6%Added
Twin Lakes Capital Management, LLC960$33.0K0.02%00.0%Unchanged
NVWM, LLC1,105$38.0K0.01%+9+0.8%Added
Wealth Quarterback LLC1,109$38.0K0.02%+1,109New
Geneos Wealth Management Inc.1,226$42.0K0.00%+10+0.8%Added
Salem Investment Counselors Inc1,468$50.0K0.00%00.0%Unchanged
Fifth Third Bancorp2,213$75.0K0.00%+90+4.2%Added
US Bancorp2,711$92.0K0.00%+23+0.9%Added
NEXT Financial Group, Inc2,886$98.0K0.01%+2,886New
McIlrath & Eck, LLC3,406$116.0K0.04%+1,717+101.7%Added
Spire Wealth Management3,478$119.0K0.00%−1,388−28.5%Reduced
Thomas J. Herzfeld Advisors, Inc.4,064$139.0K0.06%+42+1.0%Added
Northwestern Mutual Wealth Management Co5,530$188.0K0.00%+3,150+132.4%Added
Evermay Wealth Management LLC5,591$191.0K0.04%+5,591New
Bradley Foster & Sargent Inc5,963$203.0K0.00%+5,963New
Ropes Wealth Advisors LLC6,020$205.0K0.03%00.0%Unchanged
Pinnacle Associates Ltd6,000$205.0K0.00%+6,000New
Bassett Hargrove Investment Counsel, LLC6,000$205.0K0.31%+6,000New
Barrett Asset Management, LLC6,064$207.0K0.01%00.0%Unchanged
Nations Financial Group Inc,6,140$209.0K0.04%+6,140New
Segall Bryant & Hamill, LLC6,197$211.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.6,194$212.0K0.00%+3,859+165.3%Added
James Hambro & Partners6,377$217.0K0.02%+54+0.9%Added
Altus Wealth Management, LLC6,529$223.0K0.14%+36+0.6%Added
United Capital Financial Advisers, LLC6,744$230.0K0.00%00.0%Unchanged
Independent Family Office, LLC6,987$238.0K0.09%00.0%Unchanged
Baldwin Investment Management, LLC7,316$249.0K0.04%+7,316New
Quad-Cities Investment Group, LLC7,524$256.0K0.17%+114+1.5%Added
Wade G W & Inc7,528$257.0K0.01%00.0%Unchanged
Walleye Trading LLC7,680$262.0K0.01%−1,197−13.5%Reduced
First Republic Investment Management, Inc.7,779$265.0K0.00%+66+0.9%Added
Private Advisor Group, LLC8,131$277.0K0.00%+68+0.8%Added
Oppenheimer & Co Inc8,328$284.0K0.01%+35+0.4%Added
Wesbanco Bank Inc8,473$289.0K0.01%−620−6.8%Reduced
Gofen & Glossberg LLC8,662$295.0K0.01%00.0%Unchanged
Ferguson Wellman Capital Management, Inc9,266$316.0K0.01%00.0%Unchanged
Tower Wealth Partners, Inc.9,703$331.0K0.36%+150+1.6%Added
Ancora Advisors, LLC9,900$337.0K0.01%−1,000−9.2%Reduced
American Institute for Advanced Investment Management, LLP10,035$342.0K0.24%+86+0.9%Added
9258 Wealth Management, LLC10,160$346.0K0.09%−377−3.6%Reduced
RSM US Wealth Management LLC10,194$348.0K0.02%+10,194New
Shepherd Kaplan Krochuk, LLC10,380$354.0K0.13%00.0%Unchanged
Raymond James Trust N.A.10,962$374.0K0.01%+840+8.3%Added
Laurel Wealth Advisors, Inc.11,591$395.0K0.05%+145+1.3%Added
Johnson Investment Counsel Inc12,414$423.0K0.01%+50.0%Added
Citigroup Inc13,084$446.0K0.00%−479−3.5%Reduced
Koshinski Asset Management, Inc.13,259$452.0K0.06%−7,651−36.6%Reduced
Neuberger Berman Group LLC13,250$452.0K0.00%−22−0.2%Reduced
Tandem Capital Management Corp13,366$456.0K0.29%+800+6.4%Added
Quantedge Capital Pte Ltd14,558$496.0K0.24%−10,500−41.9%Reduced
Twin Focus Capital Partners, LLC15,900$542.0K0.13%00.0%Unchanged
First PREMIER Bank16,574$565.0K0.16%+16,574New
Citadel Advisors LLC16,939$577.0K0.00%+16,939New
Cetera Advisor Networks LLC16,942$578.0K0.01%+188+1.1%Added
Cetera Advisors LLC17,289$589.0K0.01%−513−2.9%Reduced
Sheaff Brock Investment Advisors, LLC17,350$592.0K0.06%00.0%Unchanged
Kestra Advisory Services, LLC17,900$610.0K0.01%+1,117+6.7%Added
Altus Wealth Group LLC18,173$620.0K0.61%+80.0%Added
Guggenheim Capital LLC19,093$651.0K0.00%−147−0.8%Reduced
Hennion & Walsh Asset Management, Inc.20,142$687.0K0.04%+10,905+118.1%Added
AdvisorNet Financial, Inc20,657$704.0K0.05%00.0%Unchanged
Heritage Wealth Advisors22,735$775.0K0.05%00.0%Unchanged
Tiaa, FSB22,767$776.0K0.00%00.0%Unchanged
Kovack Advisors, Inc.23,026$785.0K0.09%+188+0.8%Added
Janney Montgomery Scott LLC23,742$809.0K0.00%−1,294−5.2%Reduced
Walleye Capital LLC24,944$850.0K0.03%+2,334+10.3%Added
HighTower Advisors, LLC28,462$968.0K0.00%+307+1.1%Added
Successful Portfolios LLC34,727$1.18M0.72%+62+0.2%Added
Creative Planning35,395$1.21M0.00%+2,145+6.5%Added
FourThought Financial, LLC35,715$1.22M0.16%−1,955−5.2%Reduced
Stolper Co36,968$1.26M0.59%−97−0.3%Reduced
LPL Financial LLC43,091$1.47M0.00%+17,779+70.2%Added
Advisor Group Holdings, Inc.43,278$1.48M0.00%−208−0.5%Reduced
Commonwealth Equity Services, LLC46,341$1.58M0.00%+1,043+2.3%Added
Thrivent Financial for Lutherans49,159$1.68M0.00%−24,724−33.5%Reduced
Wolverine Asset Management LLC49,806$1.70M0.02%+9,329+23.0%Added
Cornerstone Advisory, LLC50,346$1.72M0.29%+190.0%Added
D.A. Davidson & Co.50,461$1.72M0.02%+2,578+5.4%Added
RB Capital Management, LLC53,720$1.83M0.71%+1,257+2.4%Added
Cambridge Investment Research Advisors, Inc.56,314$1.92M0.01%+1,276+2.3%Added