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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, Q2 2023

Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 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
122
+6 vs. Q1 2023
Shares held
6.50M
+93.7K (+1.5%) vs. Q1 2023
Total value
$178.1M
+$8.16M (+4.8%) vs. Q1 2023
New holders
13
41 more added
Sold out
7
33 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 122 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 heldQ2 2023: $178.1M
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, Q2 2023

Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2023.

Institutions holding TY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.23$6310.00%00.0%Unchanged
EverSource Wealth Advisors, LLC38$1.04K0.00%00.0%Unchanged
Retirement Group, LLC83$2.28K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$2.34K0.00%00.0%Unchanged
Stone House Investment Management, LLC114$3.13K0.00%+1+0.9%Added
Strategic Investment Solutions, Inc.134$3.67K0.00%00.0%Unchanged
First Pacific Financial211$5.79K0.00%+211New
CWM, LLC204$6.00K0.00%+13+6.8%Added
SJS Investment Consulting Inc.231$6.33K0.00%00.0%Unchanged
IFP Advisors, Inc238$6.46K0.00%+238New
Harbour Investments, Inc.251$6.88K0.00%00.0%Unchanged
Fiduciary Alliance LLC327$8.97K0.00%+327New
CVA Family Office, LLC464$12.7K0.00%00.0%Unchanged
Addison Advisors LLC470$12.9K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.667$18.3K0.02%+8+1.2%Added
GPS Wealth Strategies Group, LLC686$18.8K0.00%−254−27.0%Reduced
Private Trust Co NA776$21.3K0.00%+1+0.1%Added
Spire Wealth Management939$25.7K0.00%−1,650−63.7%Reduced
JFS Wealth Advisors, LLC1,072$29.4K0.00%+13+1.2%Added
Armstrong Advisory Group, Inc1,109$30.4K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC1,150$31.5K0.02%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.1,341$36.8K0.01%+16+1.2%Added
Salem Investment Counselors Inc1,468$40.3K0.00%00.0%Unchanged
JPMorgan Chase & Co1,598$43.8K0.00%−4,096−71.9%Reduced
Tyler-Stone Wealth Management1,648$45.0K0.03%+1,648New
Fifth Third Bancorp1,665$45.7K0.00%−1−0.1%Reduced
McIlrath & Eck, LLC1,961$53.8K0.01%+3+0.2%Added
GWM Advisors LLC2,064$56.6K0.00%+3+0.1%Added
Global Retirement Partners, LLC2,086$57.2K0.00%00.0%Unchanged
Wolverine Asset Management LLC2,219$60.8K0.00%+1,719+343.8%Added
Clearstead Advisors, LLC2,500$68.5K0.00%00.0%Unchanged
First Community Trust NA3,000$82.3K0.09%00.0%Unchanged
Brown Brothers Harriman & Co3,057$83.8K0.00%00.0%Unchanged
Parallel Advisors, LLC3,240$88.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,410$93.5K0.00%+234+7.4%Added
Bessemer Group Inc3,731$102.0K0.00%+3,731New
Lowe Wealth Advisors, LLC4,115$112.8K0.06%+4,115New
Steward Partners Investment Advisory, LLC4,469$122.5K0.00%−204−4.4%Reduced
Elequin Capital LP4,479$122.8K0.06%−566−11.2%Reduced
Carmichael Hill & Associates, Inc.4,786$131.2K0.06%00.0%Unchanged
US Bancorp4,843$132.8K0.00%+8+0.2%Added
Brown, Lisle/Cummings, Inc.5,800$159.0K0.07%+325+5.9%Added
Rockefeller Capital Management L.P.5,866$160.9K0.00%+5,866New
Ancora Advisors, LLC5,900$161.8K0.00%00.0%Unchanged
9258 Wealth Management, LLC7,541$206.8K0.04%+7,541New
Guggenheim Capital LLC8,229$225.6K0.00%−68−0.8%Reduced
Wesbanco Bank Inc8,473$232.0K0.01%00.0%Unchanged
Raymond James Trust N.A.8,536$234.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.8,571$235.0K0.00%00.0%Unchanged
Allworth Financial LP8,586$235.4K0.00%+853+11.0%Added
Cetera Advisors LLC8,783$240.8K0.00%−7,517−46.1%Reduced
ZWJ Investment Counsel Inc8,811$241.6K0.01%00.0%Unchanged
Nwam LLC9,106$249.7K0.02%+9,106New
Cozad Asset Management Inc9,116$250.0K0.03%+9,116New
Ferguson Wellman Capital Management, Inc9,266$254.1K0.01%00.0%Unchanged
Twin Focus Capital Partners, LLC9,500$260.5K0.05%00.0%Unchanged
Private Advisor Group, LLC9,519$261.0K0.00%−869−8.4%Reduced
First Republic Investment Management, Inc.9,623$263.9K0.00%−687−6.7%Reduced
CI Private Wealth, LLC9,806$268.9K0.00%00.0%Unchanged
Foundations Investment Advisors, LLC9,872$270.7K0.01%+120+1.2%Added
Oppenheimer & Co Inc10,484$287.5K0.01%+50.0%Added
American Institute for Advanced Investment Management, LLP10,643$291.8K0.26%+17+0.2%Added
Nations Financial Group Inc,11,067$303.5K0.03%+11+0.1%Added
Sheaff Brock Investment Advisors, LLC11,257$308.7K0.03%−147−1.3%Reduced
Pathstone Family Office, LLC11,291$309.6K0.00%00.0%Unchanged
MSH Capital Advisors LLC11,470$314.5K0.12%00.0%Unchanged
Tower Wealth Partners, Inc.12,097$331.7K0.27%+147+1.2%Added
Northern Trust Corp12,226$335.2K0.00%−36−0.3%Reduced
Cora Capital Advisors LLC13,352$366.1K0.24%+20+0.2%Added
Koshinski Asset Management, Inc.13,836$379.4K0.04%−8,168−37.1%Reduced
Daymark Wealth Partners, LLC13,895$381.0K0.03%−643−4.4%Reduced
Kirr Marbach & Co LLC13,932$382.0K0.11%00.0%Unchanged
Creative Planning14,780$405.3K0.00%+1,787+13.8%Added
AMG National Trust Bank15,791$433.0K0.01%00.0%Unchanged
Johnson Investment Counsel Inc16,214$444.6K0.01%−1,459−8.3%Reduced
First PREMIER Bank16,574$454.0K0.13%00.0%Unchanged
Landscape Capital Management, L.L.C.16,698$457.9K0.06%+5,896+54.6%Added
Savant Capital, LLC16,920$463.9K0.01%00.0%Unchanged
Successful Portfolios LLC17,042$467.3K0.40%−14,447−45.9%Reduced
Janney Montgomery Scott LLC17,068$468.0K0.00%+60+0.4%Added
Retirement Income Solutions, Inc17,328$475.1K0.13%+27+0.2%Added
Walleye Capital LLC18,049$494.9K0.01%+18,049New
Heritage Wealth Advisors21,183$580.8K0.03%−223−1.0%Reduced
Tiaa, FSB22,767$624.3K0.00%00.0%Unchanged
CNH Partners LLC25,540$700.3K0.03%+25,540New
Altus Wealth Group LLC25,575$701.3K0.43%+965+3.9%Added
Kestra Advisory Services, LLC25,755$706.2K0.01%+6,464+33.5%Added
HighTower Advisors, LLC25,801$707.0K0.00%+525+2.1%Added
Atlas Wealth LLC27,018$759.2K0.14%−2,521−8.5%Reduced
Thrivent Financial for Lutherans28,596$784.0K0.00%00.0%Unchanged
LPL Financial LLC29,802$817.2K0.00%+2,218+8.0%Added
Whitener Capital Management, Inc.35,576$975.5K0.37%+1,684+5.0%Added
Albion Financial Group41,797$1.15M0.10%−245−0.6%Reduced
Transform Wealth, LLC46,492$1.27M0.11%+500+1.1%Added
Cambridge Investment Research Advisors, Inc.52,826$1.45M0.01%−38−0.1%Reduced
Stolper Co52,926$1.45M0.61%−1,402−2.6%Reduced
First Trust Advisors LP55,539$1.52M0.00%−2,420−4.2%Reduced
Bank of America Corp60,254$1.65M0.00%+8,199+15.8%Added
RB Capital Management, LLC61,758$1.69M0.52%+2,477+4.2%Added
Shaker Financial Services, LLC70,746$1.94M0.85%+40,068+130.6%Added