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, Q4 2021
Institutional positions in TRI-CONTINENTAL Corp as of Dec 31, 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
- 142
- +30 vs. Q3 2021
- Shares held
- 7.12M
- +213.7K (+3.1%) vs. Q3 2021
- Total value
- $236.4M
- +$5.82M (+2.5%) vs. Q3 2021
- New holders
- 36
- 53 more added
- Sold out
- 6
- 25 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4,479 | $149.0K | 0.00% | +201+4.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 4,504 | $149.0K | 0.05% | +431+10.6% | Added |
| Spire Wealth Management | 4,283 | $142.0K | 0.00% | +805+23.1% | Added |
| Widmann Financial Services, Inc. | 3,750 | $124.0K | 0.10% | +3,750 | New |
| Northwestern Mutual Wealth Management Co | 3,182 | $106.0K | 0.00% | +293+10.1% | Added |
| First Community Trust NA | 3,000 | $99.6K | 0.08% | +3,000 | New |
| Accel Wealth Management | 2,716 | $90.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $83.0K | 0.01% | +2,500 | New |
| Fifth Third Bancorp | 2,434 | $81.0K | 0.00% | +221+10.0% | Added |
| US Bancorp | 2,109 | $70.0K | 0.00% | −601−22.2% | Reduced |
| McIlrath & Eck, LLC | 1,878 | $62.0K | 0.02% | +175+10.3% | Added |
| NEXT Financial Group, Inc | 1,725 | $57.0K | 0.00% | −1,450−45.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,701 | $56.0K | 0.00% | +1,651+3,302.0% | Added |
| Tyler-Stone Wealth Management | 1,493 | $50.0K | 0.03% | +1,493 | New |
| Salem Investment Counselors Inc | 1,468 | $49.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,352 | $44.0K | 0.00% | +126+10.3% | Added |
| FSB Premier Wealth Management, Inc. | 1,262 | $41.0K | 0.02% | +1,262 | New |
| Cassady Schiller Wealth Management, LLC | 1,150 | $38.0K | 0.02% | +1,150 | New |
| NVWM, LLC | 1,105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,118 | $37.0K | 0.01% | +1,118 | New |
| McCarthy Asset Management, Inc. | 987 | $33.0K | 0.02% | +100+11.3% | Added |
| M&R Capital Management Inc | 856 | $28.0K | 0.01% | +78+10.0% | Added |
| Howe & Rusling Inc | 682 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 631 | $21.0K | 0.00% | +59+10.3% | Added |
| Tilia Fiduciary Partners, Inc. | 624 | $21.0K | 0.02% | +624 | New |
| Richwood Investment Advisors, LLC | 600 | $20.0K | 0.02% | +600 | New |
| Addison Advisors LLC | 470 | $16.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $15.0K | 0.00% | +464 | New |
| Sugarloaf Wealth Management, LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 301 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $10.0K | 0.00% | +300 | New |
| Beaird Harris Wealth Management, LLC | 266 | $9.00K | 0.00% | +266 | New |
| SJS Investment Consulting Inc. | 231 | $8.00K | 0.00% | +231 | New |
| American Portfolios Advisors | 237 | $7.86K | 0.00% | +24+11.3% | Added |
| TFC Financial Management | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 183 | $6.00K | 0.00% | +183 | New |
| Rockefeller Capital Management L.P. | 160 | $5.00K | 0.00% | +160 | New |
| Brown Brothers Harriman & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $1.00K | 0.00% | +2+9.5% | Added |
| FMR LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7 | $0 | 0.00% | +7 | New |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −23,219−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −6,197−100.0% | Sold out |
| Bassett Hargrove Investment Counsel, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Wealth Quarterback LLC | – | – | – | – | Not filed |