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 2022
Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 2022. 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
- 121
- −6 vs. Q1 2022
- Shares held
- 6.72M
- −168.4K (−2.4%) vs. Q1 2022
- Total value
- $179.0M
- −$33.8M (−15.9%) vs. Q1 2022
- New holders
- 14
- 43 more added
- Sold out
- 20
- 30 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 768,509 | $20.1M | 0.00% | +471,900+159.1% | Added |
| Bard Financial Services, Inc. | 654,885 | $17.1M | 1.57% | +46,009+7.6% | Added |
| Lazard Asset Management LLC | 451,748 | $11.8M | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 446,427 | $11.7M | 3.94% | +1670.0% | Added |
| Relative Value Partners Group, LLC | 362,859 | $10.3M | 0.77% | −22,985−6.0% | Reduced |
| Mark Stevens | 298,054 | $7.80M | 1.01% | +18,680+6.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 289,413 | $7.57M | 0.02% | +1,764+0.6% | Added |
| Raymond James & Associates | 281,662 | $7.37M | 0.01% | −16,348−5.5% | Reduced |
| Wells Fargo & Company | 255,864 | $6.70M | 0.00% | −13,151−4.9% | Reduced |
| Shaker Financial Services, LLC | 246,752 | $6.46M | 3.14% | −89,942−26.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 239,213 | $6.26M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 175,457 | $4.59M | 0.00% | −4,732−2.6% | Reduced |
| Uncommon Cents Investing LLC | 171,179 | $4.48M | 1.79% | +3,658+2.2% | Added |
| UBS Group AG | 148,280 | $3.88M | 0.00% | +691+0.5% | Added |
| 1832 Asset Management L.P. | 118,469 | $3.10M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 101,526 | $2.66M | 0.00% | −70,774−41.1% | Reduced |
| Royal Bank of Canada | 89,404 | $2.34M | 0.00% | +17,788+24.8% | Added |
| 1620 Investment Advisors, Inc. | 380 | $2.16M | 2.98% | −84,170−99.6% | Reduced |
| D.A. Davidson & Co. | 78,702 | $2.06M | 0.03% | +7,029+9.8% | Added |
| First Trust Advisors LP | 76,521 | $2.00M | 0.00% | −167−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $1.98M | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 73,276 | $1.92M | 0.06% | +73,276 | New |
| Advisor Group Holdings, Inc. | 70,248 | $1.85M | 0.00% | +3,451+5.2% | Added |
| Thrivent Financial for Lutherans | 60,913 | $1.59M | 0.00% | +6,825+12.6% | Added |
| RB Capital Management, LLC | 60,264 | $1.58M | 0.59% | +668+1.1% | Added |
| Stolper Co | 56,583 | $1.48M | 0.69% | +1,105+2.0% | Added |
| Commonwealth Equity Services, LLC | 55,151 | $1.44M | 0.00% | +719+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,186 | $1.37M | 0.01% | +106+0.2% | Added |
| LPL Financial LLC | 39,960 | $1.05M | 0.00% | −714−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,776 | $910.0K | 0.06% | +757+2.2% | Added |
| Successful Portfolios LLC | 34,525 | $904.0K | 0.61% | −273−0.8% | Reduced |
| Altus Wealth Group LLC | 24,251 | $809.0K | 0.80% | +2,623+12.1% | Added |
| Cornerstone Advisors, LLC | 30,416 | $796.0K | 0.04% | −259,105−89.5% | Reduced |
| Quantedge Capital Pte Ltd | 29,981 | $785.0K | 0.16% | −5,100−14.5% | Reduced |
| Guggenheim Capital LLC | 29,380 | $768.0K | 0.01% | +11,703+66.2% | Added |
| HighTower Advisors, LLC | 29,126 | $764.0K | 0.00% | −233−0.8% | Reduced |
| Albion Financial Group | 25,497 | $667.0K | 0.07% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 23,700 | $620.0K | 0.50% | 00.0% | Unchanged |
| Tiaa, FSB | 22,767 | $596.0K | 0.00% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 22,637 | $592.0K | 0.49% | +98+0.4% | Added |
| Koshinski Asset Management, Inc. | 21,996 | $576.0K | 0.06% | +18+0.1% | Added |
| Heritage Wealth Advisors | 21,681 | $567.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,525 | $563.0K | 0.01% | +3,776+21.3% | Added |
| Cetera Advisors LLC | 19,538 | $511.0K | 0.01% | +391+2.0% | Added |
| Johnson Investment Counsel Inc | 18,349 | $480.0K | 0.01% | +5,186+39.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,429 | $456.0K | 0.05% | −50−0.3% | Reduced |
| Merit Financial Group, LLC | 17,248 | $451.0K | 0.01% | +17,248 | New |
| Heritage Investment Group, Inc. | 17,211 | $450.0K | 0.26% | −1,272−6.9% | Reduced |
| AMG National Trust Bank | 15,791 | $448.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 16,574 | $434.0K | 0.13% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 16,400 | $429.0K | 0.10% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 15,853 | $414.0K | 0.19% | +15,853 | New |
| Creative Planning | 15,326 | $401.0K | 0.00% | −3,444−18.3% | Reduced |
| Kirr Marbach & Co LLC | 13,932 | $365.0K | 0.11% | +13,932 | New |
| CNH Partners LLC | 13,497 | $353.0K | 0.01% | +6,805+101.7% | Added |
| Laurel Wealth Advisors, Inc. | 13,010 | $340.0K | 0.03% | −353−2.6% | Reduced |
| Private Advisor Group, LLC | 12,656 | $331.0K | 0.00% | +2,138+20.3% | Added |
| Janney Montgomery Scott LLC | 12,237 | $324.0K | 0.00% | −8,982−42.3% | Reduced |
| Oppenheimer & Co Inc | 12,099 | $317.0K | 0.01% | +1,713+16.5% | Added |
| Kovack Advisors, Inc. | 11,702 | $306.0K | 0.04% | +2,448+26.5% | Added |
| MSH Capital Advisors LLC | 11,470 | $300.2K | 0.14% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 11,317 | $296.0K | 0.39% | +327+3.0% | Added |
| Pathstone Family Office, LLC | 11,291 | $295.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,269 | $295.0K | 0.00% | +11,269 | New |
| Bank of Montreal | 9,626 | $294.0K | 0.00% | −6,249−39.4% | Reduced |
| FourThought Financial, LLC | 10,822 | $283.0K | 0.04% | −2,777−20.4% | Reduced |
| 9258 Wealth Management, LLC | 10,804 | $283.0K | 0.07% | −460−4.1% | Reduced |
| First Republic Investment Management, Inc. | 10,727 | $281.0K | 0.00% | +9+0.1% | Added |
| Ancora Advisors, LLC | 10,424 | $273.0K | 0.01% | +24+0.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 10,380 | $272.0K | 0.12% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,381 | $272.0K | 0.24% | +195+1.9% | Added |
| Lido Advisors, LLC | 9,959 | $260.0K | 0.01% | −1,344−11.9% | Reduced |
| Northern Trust Corp | 9,762 | $256.0K | 0.00% | +132+1.4% | Added |
| Raymond James Trust N.A. | 9,561 | $250.0K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,266 | $242.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 9,106 | $238.0K | 0.02% | −1,000−9.9% | Reduced |
| Quad-Cities Investment Group, LLC | 9,093 | $238.0K | 0.18% | −44−0.5% | Reduced |
| Gofen & Glossberg LLC | 8,831 | $231.0K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 8,473 | $222.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,220 | $215.0K | 0.00% | +8,220 | New |
| Nations Financial Group Inc, | 7,709 | $202.0K | 0.03% | +207+2.8% | Added |
| Allworth Financial LP | 7,406 | $194.0K | 0.00% | +7,406 | New |
| Wolverine Asset Management LLC | 6,029 | $157.0K | 0.00% | −139,432−95.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,993 | $157.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,475 | $143.3K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,584 | $120.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,520 | $118.0K | 0.00% | +41+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,773 | $99.0K | 0.00% | +3,773 | New |
| First Community Trust NA | 3,000 | $79.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,993 | $78.0K | 0.00% | +54+1.8% | Added |
| Spire Wealth Management | 2,589 | $68.0K | 0.00% | −200−7.2% | Reduced |
| Clearstead Advisors, LLC | 2,500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,428 | $64.0K | 0.00% | −6−0.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,346 | $61.0K | 0.01% | +2,346 | New |
| Rockefeller Capital Management L.P. | 2,321 | $60.0K | 0.00% | +161+7.5% | Added |
| US Bancorp | 2,110 | $55.0K | 0.00% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 2,086 | $55.0K | 0.00% | +38+1.9% | Added |
| McIlrath & Eck, LLC | 1,913 | $50.0K | 0.02% | +35+1.9% | Added |
| Tyler-Stone Wealth Management | 1,551 | $41.0K | 0.03% | +45+3.0% | Added |
| Salem Investment Counselors Inc | 1,468 | $38.0K | 0.00% | 00.0% | Unchanged |