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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 158 | $240.3M |
| Q1 2026 | 153 | $217.0M |
| Q4 2025 | 151 | $219.9M |
| Q3 2025 | 154 | $224.5M |
| Q2 2025 | 149 | $205.8M |
| Q1 2025 | 145 | $191.0M |
| Q4 2024 | 149 | $218.3M |
| Q3 2024 | 136 | $232.7M |
| Q2 2024 | 135 | $201.8M |
| Q1 2024 | 129 | $203.6M |
| Q4 2023 | 125 | $190.0M |
| Q3 2023 | 120 | $174.8M |
| Q2 2023 | 122 | $178.1M |
| Q1 2023 | 116 | $170.0M |
| Q4 2022 | 125 | $167.0M |
| Q3 2022 | 114 | $167.9M |
| Q2 2022 | 121 | $179.0M |
| Q1 2022 | 130 | $229.6M |
| Q4 2021 | 142 | $236.4M |
| Q3 2021 | 113 | $230.7M |
| Q2 2021 | 120 | $228.2M |
| Q1 2021 | 117 | $211.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 64,652 | $2.20M | 0.00% | +462+0.7% | Added |
| First Trust Advisors LP | 73,129 | $2.49M | 0.00% | −913−1.2% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.57M | 0.20% | +75,513 | New |
| 1832 Asset Management L.P. | 118,469 | $4.03M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 150,258 | $5.12M | 0.00% | +508+0.3% | Added |
| Uncommon Cents Investing LLC | 161,491 | $5.50M | 2.20% | +1,340+0.8% | Added |
| Stifel Financial Corp | 167,758 | $5.72M | 0.01% | +8,187+5.1% | Added |
| Bank of America Corp | 185,935 | $6.34M | 0.00% | +7,156+4.0% | Added |
| Cornerstone Advisors, LLC | 209,534 | $7.14M | 0.42% | +35,389+20.3% | Added |
| Shaker Financial Services, LLC | 222,267 | $7.58M | 2.81% | +98,570+79.7% | Added |
| Raymond James & Associates | 233,889 | $7.97M | 0.01% | +262+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 291,187 | $9.93M | 0.02% | −11,294−3.7% | Reduced |
| Mark Stevens | 293,848 | $10.0M | 1.11% | −17,559−5.6% | Reduced |
| Morgan Stanley | 344,260 | $11.7M | 0.00% | +15,996+4.9% | Added |
| Relative Value Partners Group, LLC | 398,666 | $13.6M | 1.06% | −50,456−11.2% | Reduced |
| Lazard Asset Management LLC | 433,075 | $14.8M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 439,778 | $15.0M | 0.00% | −21,189−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 453,490 | $15.5M | 4.51% | −34,529−7.1% | Reduced |
| Bard Financial Services, Inc. | 529,772 | $18.1M | 1.61% | +1,243+0.2% | Added |
| Parametric Portfolio Associates LLC | 558,252 | $19.0M | 0.01% | +14,205+2.6% | Added |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −12,991−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |