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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in TRI-CONTINENTAL Corp as of Mar 31, 2023. 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
116
−7 vs. Q4 2022
Shares held
6.40M
−127.5K (−2.0%) vs. Q4 2022
Total value
$170.0M
+$3.23M (+1.9%) vs. Q4 2022
New holders
12
34 more added
Sold out
19
35 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 116 institutions
Q1 2021: 117 institutionsQ2 2021: 120 institutionsQ3 2021: 113 institutionsQ4 2021: 142 institutionsQ1 2022: 130 institutionsQ2 2022: 121 institutionsQ3 2022: 114 institutionsQ4 2022: 125 institutionsQ1 2023: 116 institutionsQ2 2023: 122 institutionsQ3 2023: 120 institutionsQ4 2023: 125 institutionsQ1 2024: 129 institutionsQ2 2024: 135 institutionsQ3 2024: 136 institutionsQ4 2024: 149 institutionsQ1 2025: 145 institutionsQ2 2025: 149 institutionsQ3 2025: 154 institutionsQ4 2025: 151 institutionsQ1 2026: 153 institutionsQ2 2026: 158 institutions
Value heldQ1 2023: $170.0M
Q1 2021: $211.0MQ2 2021: $228.2MQ3 2021: $230.7MQ4 2021: $236.4MQ1 2022: $229.6MQ2 2022: $179.0MQ3 2022: $167.9MQ4 2022: $167.0MQ1 2023: $170.0MQ2 2023: $178.1MQ3 2023: $174.8MQ4 2023: $190.0MQ1 2024: $203.6MQ2 2024: $201.8MQ3 2024: $232.7MQ4 2024: $218.3MQ1 2025: $191.0MQ2 2025: $205.8MQ3 2025: $224.5MQ4 2025: $219.9MQ1 2026: $217.0MQ2 2026: $240.3M
Institutions holding TY and their total value by quarter
QuarterHoldersValue
Q2 2026158$240.3M
Q1 2026153$217.0M
Q4 2025151$219.9M
Q3 2025154$224.5M
Q2 2025149$205.8M
Q1 2025145$191.0M
Q4 2024149$218.3M
Q3 2024136$232.7M
Q2 2024135$201.8M
Q1 2024129$203.6M
Q4 2023125$190.0M
Q3 2023120$174.8M
Q2 2023122$178.1M
Q1 2023116$170.0M
Q4 2022125$167.0M
Q3 2022114$167.9M
Q2 2022121$179.0M
Q1 2022130$229.6M
Q4 2021142$236.4M
Q3 2021113$230.7M
Q2 2021120$228.2M
Q1 2021117$211.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q4 2022.

Institutions holding TY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.23$6110.00%00.0%Unchanged
EverSource Wealth Advisors, LLC38$1.01K0.00%00.0%Unchanged
Retirement Group, LLC83$2.00K0.00%−83−50.0%Reduced
Sound Income Strategies, LLC85$2.27K0.00%00.0%Unchanged
Stone House Investment Management, LLC113$2.99K0.00%+113New
BDO Wealth Advisors, LLC125$3.32K0.00%+125New
Strategic Investment Solutions, Inc.134$3.56K0.00%+134New
CWM, LLC191$5.00K0.00%−1,264−86.9%Reduced
SJS Investment Consulting Inc.231$6.13K0.00%00.0%Unchanged
Harbour Investments, Inc.251$6.66K0.00%00.0%Unchanged
Belpointe Asset Management LLC284$7.54K0.00%00.0%Unchanged
CVA Family Office, LLC464$12.3K0.00%00.0%Unchanged
Advisory Services Network, LLC469$12.4K0.00%+5+1.1%Added
Addison Advisors LLC470$12.5K0.01%00.0%Unchanged
Wolverine Asset Management LLC500$13.3K0.00%+500New
Tilia Fiduciary Partners, Inc.659$17.5K0.02%+7+1.1%Added
Private Trust Co NA775$20.6K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC940$25.0K0.01%+940New
JFS Wealth Advisors, LLC1,059$28.1K0.00%+12+1.1%Added
Armstrong Advisory Group, Inc1,109$29.4K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC1,150$30.5K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.1,325$35.2K0.01%+14+1.1%Added
Accel Wealth Management1,373$36.5K0.01%+15+1.1%Added
Salem Investment Counselors Inc1,468$39.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,666$44.2K0.00%00.0%Unchanged
McIlrath & Eck, LLC1,958$52.0K0.01%00.0%Unchanged
GWM Advisors LLC2,061$54.7K0.00%+2+0.1%Added
Global Retirement Partners, LLC2,086$55.2K0.00%00.0%Unchanged
Clearstead Advisors, LLC2,500$66.4K0.00%00.0%Unchanged
Spire Wealth Management2,589$68.7K0.00%+939+56.9%Added
First Community Trust NA3,000$79.7K0.09%00.0%Unchanged
Brown Brothers Harriman & Co3,057$81.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,176$84.3K0.00%−235−6.9%Reduced
Parallel Advisors, LLC3,240$86.0K0.00%+3,240New
International Assets Investment Management, LLC4,293$114.0K0.02%+4,293New
Ameritas Advisory Services, LLC4,364$116.0K0.01%+4,364New
Steward Partners Investment Advisory, LLC4,673$124.1K0.00%+3,313+243.6%Added
Carmichael Hill & Associates, Inc.4,786$127.1K0.07%+4,786New
US Bancorp4,835$128.4K0.00%00.0%Unchanged
Elequin Capital LP5,045$133.9K0.09%−620−10.9%Reduced
Brown, Lisle/Cummings, Inc.5,475$145.4K0.07%00.0%Unchanged
JPMorgan Chase & Co5,694$151.0K0.00%+717+14.4%Added
Ancora Advisors, LLC5,900$156.6K0.00%−1,000−14.5%Reduced
Allworth Financial LP7,733$205.3K0.00%+68+0.9%Added
Guggenheim Capital LLC8,297$220.3K0.00%+150+1.8%Added
Wesbanco Bank Inc8,473$225.0K0.01%00.0%Unchanged
Raymond James Trust N.A.8,536$227.0K0.01%−381−4.3%Reduced
The PNC Financial Services Group, Inc.8,571$227.6K0.00%00.0%Unchanged
Kovack Advisors, Inc.8,589$228.0K0.03%−2,642−23.5%Reduced
ZWJ Investment Counsel Inc8,811$233.9K0.01%+8,811New
Ferguson Wellman Capital Management, Inc9,266$246.0K0.01%00.0%Unchanged
Twin Focus Capital Partners, LLC9,500$252.2K0.05%00.0%Unchanged
Foundations Investment Advisors, LLC9,752$258.9K0.01%+107+1.1%Added
CI Private Wealth, LLC9,806$260.4K0.00%00.0%Unchanged
First Republic Investment Management, Inc.10,310$273.7K0.00%−12,359−54.5%Reduced
Private Advisor Group, LLC10,388$275.8K0.00%−1,827−15.0%Reduced
Oppenheimer & Co Inc10,479$278.2K0.01%−1,249−10.6%Reduced
American Institute for Advanced Investment Management, LLP10,626$282.1K0.30%00.0%Unchanged
Landscape Capital Management, L.L.C.10,802$286.8K0.04%+10,802New
Nations Financial Group Inc,11,056$293.6K0.03%−167−1.5%Reduced
Pathstone Family Office, LLC11,291$299.8K0.00%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC11,404$302.8K0.03%−6,010−34.5%Reduced
MSH Capital Advisors LLC11,470$304.5K0.13%00.0%Unchanged
Tower Wealth Partners, Inc.11,950$317.3K0.27%+133+1.1%Added
Northern Trust Corp12,262$325.6K0.00%+2,500+25.6%Added
Creative Planning12,993$345.0K0.00%−788−5.7%Reduced
Cora Capital Advisors LLC13,332$354.0K0.26%00.0%Unchanged
Kirr Marbach & Co LLC13,932$369.9K0.11%00.0%Unchanged
Daymark Wealth Partners, LLC14,538$386.0K0.05%+3,180+28.0%Added
AMG National Trust Bank15,791$419.3K0.01%00.0%Unchanged
Cetera Advisors LLC16,300$432.8K0.01%−279−1.7%Reduced
First PREMIER Bank16,574$440.0K0.13%00.0%Unchanged
Savant Capital, LLC16,920$449.2K0.01%+16,920New
Janney Montgomery Scott LLC17,008$452.0K0.00%+2,008+13.4%Added
Retirement Income Solutions, Inc17,301$459.3K0.13%00.0%Unchanged
Johnson Investment Counsel Inc17,673$469.2K0.01%+50.0%Added
Kestra Advisory Services, LLC19,291$512.2K0.01%−2,409−11.1%Reduced
Heritage Wealth Advisors21,406$568.3K0.03%−275−1.3%Reduced
Koshinski Asset Management, Inc.22,004$584.2K0.06%−285−1.3%Reduced
Tiaa, FSB22,767$604.5K0.00%−3,644−13.8%Reduced
Altus Wealth Group LLC24,610$653.4K0.44%+14+0.1%Added
HighTower Advisors, LLC25,276$671.0K0.00%−4,489−15.1%Reduced
LPL Financial LLC27,584$732.3K0.00%+5,166+23.0%Added
Thrivent Financial for Lutherans28,596$759.0K0.00%−13,762−32.5%Reduced
Atlas Wealth LLC29,539$784.3K0.15%−1,263−4.1%Reduced
Shaker Financial Services, LLC30,678$814.5K0.36%−23,284−43.1%Reduced
Successful Portfolios LLC31,489$836.0K0.52%−1,022−3.1%Reduced
Whitener Capital Management, Inc.33,892$899.8K0.38%+3,273+10.7%Added
Albion Financial Group42,042$1.12M0.10%+16,545+64.9%Added
Transform Wealth, LLC45,992$1.22M0.12%+23,219+102.0%Added
Bank of America Corp52,055$1.38M0.00%−11,361−17.9%Reduced
Cambridge Investment Research Advisors, Inc.52,864$1.40M0.01%−1,179−2.2%Reduced
Stolper Co54,328$1.44M0.62%−3,054−5.3%Reduced
First Trust Advisors LP57,959$1.54M0.00%−13,888−19.3%Reduced
RB Capital Management, LLC59,281$1.57M0.51%−1,354−2.2%Reduced
Capstone Financial Advisors, Inc.75,513$2.00M0.16%00.0%Unchanged
Advisor Group Holdings, Inc.76,959$2.04M0.00%+1,556+2.1%Added
Integrated Wealth Concepts LLC84,769$2.25M0.05%+5,415+6.8%Added
1620 Investment Advisors, Inc.85,970$2.28M2.75%+1,581+1.9%Added
D.A. Davidson & Co.86,922$2.31M0.03%+859+1.0%Added