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 2022
Institutional positions in TRI-CONTINENTAL Corp as of Dec 31, 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
- 125
- +13 vs. Q3 2022
- Shares held
- 6.54M
- −11.3K (−0.2%) vs. Q3 2022
- Total value
- $167.0M
- −$677.4K (−0.4%) vs. Q3 2022
- New holders
- 27
- 35 more added
- Sold out
- 14
- 30 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,360 | $34.9K | 0.00% | −175−11.4% | Reduced |
| Accel Wealth Management | 1,358 | $34.8K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,311 | $33.6K | 0.01% | +43+3.4% | Added |
| Cassady Schiller Wealth Management, LLC | 1,150 | $29.5K | 0.02% | +1,150 | New |
| Armstrong Advisory Group, Inc | 1,109 | $28.4K | 0.00% | +1,109 | New |
| JFS Wealth Advisors, LLC | 1,047 | $26.8K | 0.00% | +1,047 | New |
| MinichMacGregor Wealth Management, LLC | 860 | $22.0K | 0.01% | +860 | New |
| IFP Advisors, Inc | 742 | $21.0K | 0.00% | −324−30.4% | Reduced |
| Private Trust Co NA | 775 | $20.0K | 0.00% | +17+2.2% | Added |
| Tilia Fiduciary Partners, Inc. | 652 | $16.7K | 0.02% | +22+3.5% | Added |
| Addison Advisors LLC | 470 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $11.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 464 | $11.9K | 0.00% | +464 | New |
| Fiduciary Alliance LLC | 327 | $8.38K | 0.00% | +327 | New |
| Belpointe Asset Management LLC | 284 | $7.28K | 0.00% | +284 | New |
| Harbour Investments, Inc. | 251 | $6.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $5.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $4.00K | 0.00% | +166 | New |
| Sound Income Strategies, LLC | 85 | $2.19K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 56 | $1.44K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 38 | $974 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $589 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,215 | $313 | 0.00% | −454−3.6% | Reduced |
| GWM Advisors LLC | 2,059 | $53 | 0.00% | +2,059 | New |
| FMR LLC | 1 | $26 | 0.00% | +1 | New |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −9,781−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,455−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −9,217−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,177−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −8,083−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |