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 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 | $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 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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.00K | 0.00% | +251 | New |
| CWM, LLC | 256 | $7.00K | 0.00% | +256 | New |
| American Portfolios Advisors | 298 | $7.80K | 0.00% | −61−17.0% | Reduced |
| Trust Co of Vermont | 300 | $8.00K | 0.00% | +300 | New |
| Sugarloaf Wealth Management, LLC | 417 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 470 | $12.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 552 | $14.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 618 | $16.2K | 0.00% | +618 | New |
| GPS Wealth Strategies Group, LLC | 642 | $17.0K | 0.00% | +11+1.7% | Added |
| Tilia Fiduciary Partners, Inc. | 624 | $17.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 682 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 758 | $20.0K | 0.00% | +758 | New |
| M&R Capital Management Inc | 871 | $22.0K | 0.01% | +15+1.8% | Added |
| IFP Advisors, Inc | 1,078 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,233 | $32.0K | 0.00% | +293+31.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,255 | $33.0K | 0.01% | −3,260−72.2% | Reduced |
| Geneos Wealth Management Inc. | 1,352 | $35.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,358 | $36.0K | 0.02% | −1,358−50.0% | Reduced |
| Salem Investment Counselors Inc | 1,468 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,551 | $41.0K | 0.03% | +45+3.0% | Added |
| McIlrath & Eck, LLC | 1,913 | $50.0K | 0.02% | +35+1.9% | 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 |
| Rockefeller Capital Management L.P. | 2,321 | $60.0K | 0.00% | +161+7.5% | Added |
| Charter Oak Capital Management, LLC | 2,346 | $61.0K | 0.01% | +2,346 | New |
| Fifth Third Bancorp | 2,428 | $64.0K | 0.00% | −6−0.2% | Reduced |
| Clearstead Advisors, LLC | 2,500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,589 | $68.0K | 0.00% | −200−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,993 | $78.0K | 0.00% | +54+1.8% | Added |
| First Community Trust NA | 3,000 | $79.0K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,773 | $99.0K | 0.00% | +3,773 | New |
| The PNC Financial Services Group, Inc. | 4,520 | $118.0K | 0.00% | +41+0.9% | Added |
| Brown Brothers Harriman & Co | 4,584 | $120.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,475 | $143.3K | 0.08% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 7,406 | $194.0K | 0.00% | +7,406 | New |
| Nations Financial Group Inc, | 7,709 | $202.0K | 0.03% | +207+2.8% | Added |
| Davenport & Co LLC | 8,220 | $215.0K | 0.00% | +8,220 | New |
| Wesbanco Bank Inc | 8,473 | $222.0K | 0.01% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 8,831 | $231.0K | 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 |
| Ferguson Wellman Capital Management, Inc | 9,266 | $242.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,561 | $250.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 9,762 | $256.0K | 0.00% | +132+1.4% | Added |
| Lido Advisors, LLC | 9,959 | $260.0K | 0.01% | −1,344−11.9% | Reduced |
| 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 |
| Ancora Advisors, LLC | 10,424 | $273.0K | 0.01% | +24+0.2% | Added |
| First Republic Investment Management, Inc. | 10,727 | $281.0K | 0.00% | +9+0.1% | Added |
| 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 |
| Bank of Montreal | 9,626 | $294.0K | 0.00% | −6,249−39.4% | Reduced |
| Citadel Advisors LLC | 11,269 | $295.0K | 0.00% | +11,269 | New |
| Pathstone Family Office, LLC | 11,291 | $295.5K | 0.01% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 11,317 | $296.0K | 0.39% | +327+3.0% | Added |
| MSH Capital Advisors LLC | 11,470 | $300.2K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,702 | $306.0K | 0.04% | +2,448+26.5% | Added |
| Oppenheimer & Co Inc | 12,099 | $317.0K | 0.01% | +1,713+16.5% | Added |
| Janney Montgomery Scott LLC | 12,237 | $324.0K | 0.00% | −8,982−42.3% | Reduced |
| Private Advisor Group, LLC | 12,656 | $331.0K | 0.00% | +2,138+20.3% | Added |
| Laurel Wealth Advisors, Inc. | 13,010 | $340.0K | 0.03% | −353−2.6% | Reduced |
| CNH Partners LLC | 13,497 | $353.0K | 0.01% | +6,805+101.7% | Added |
| Kirr Marbach & Co LLC | 13,932 | $365.0K | 0.11% | +13,932 | New |
| Creative Planning | 15,326 | $401.0K | 0.00% | −3,444−18.3% | Reduced |
| Whitener Capital Management, Inc. | 15,853 | $414.0K | 0.19% | +15,853 | New |
| Twin Focus Capital Partners, LLC | 16,400 | $429.0K | 0.10% | 00.0% | Unchanged |
| First PREMIER Bank | 16,574 | $434.0K | 0.13% | 00.0% | Unchanged |
| AMG National Trust Bank | 15,791 | $448.0K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 17,211 | $450.0K | 0.26% | −1,272−6.9% | Reduced |
| Merit Financial Group, LLC | 17,248 | $451.0K | 0.01% | +17,248 | New |
| Sheaff Brock Investment Advisors, LLC | 17,429 | $456.0K | 0.05% | −50−0.3% | Reduced |
| Johnson Investment Counsel Inc | 18,349 | $480.0K | 0.01% | +5,186+39.4% | Added |
| Cetera Advisors LLC | 19,538 | $511.0K | 0.01% | +391+2.0% | Added |
| Kestra Advisory Services, LLC | 21,525 | $563.0K | 0.01% | +3,776+21.3% | Added |
| Heritage Wealth Advisors | 21,681 | $567.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 21,996 | $576.0K | 0.06% | +18+0.1% | Added |
| Strategic Capital Advisers, Inc. | 22,637 | $592.0K | 0.49% | +98+0.4% | Added |
| Tiaa, FSB | 22,767 | $596.0K | 0.00% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 23,700 | $620.0K | 0.50% | 00.0% | Unchanged |
| Albion Financial Group | 25,497 | $667.0K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,126 | $764.0K | 0.00% | −233−0.8% | Reduced |
| Guggenheim Capital LLC | 29,380 | $768.0K | 0.01% | +11,703+66.2% | Added |
| Quantedge Capital Pte Ltd | 29,981 | $785.0K | 0.16% | −5,100−14.5% | Reduced |
| Cornerstone Advisors, LLC | 30,416 | $796.0K | 0.04% | −259,105−89.5% | Reduced |
| Altus Wealth Group LLC | 24,251 | $809.0K | 0.80% | +2,623+12.1% | Added |
| Successful Portfolios LLC | 34,525 | $904.0K | 0.61% | −273−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,776 | $910.0K | 0.06% | +757+2.2% | Added |
| LPL Financial LLC | 39,960 | $1.05M | 0.00% | −714−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,186 | $1.37M | 0.01% | +106+0.2% | Added |
| Commonwealth Equity Services, LLC | 55,151 | $1.44M | 0.00% | +719+1.3% | Added |
| Stolper Co | 56,583 | $1.48M | 0.69% | +1,105+2.0% | Added |
| RB Capital Management, LLC | 60,264 | $1.58M | 0.59% | +668+1.1% | Added |
| Thrivent Financial for Lutherans | 60,913 | $1.59M | 0.00% | +6,825+12.6% | Added |
| Advisor Group Holdings, Inc. | 70,248 | $1.85M | 0.00% | +3,451+5.2% | Added |
| Integrated Wealth Concepts LLC | 73,276 | $1.92M | 0.06% | +73,276 | New |