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.
| 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 2023
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 75,513 | $2.07M | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 77,033 | $2.11M | 0.04% | −7,736−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 77,726 | $2.13M | 0.00% | +767+1.0% | Added |
| Cornerstone Advisors, LLC | 80,955 | $2.22M | 0.11% | +80,955 | New |
| 1620 Investment Advisors, Inc. | 86,402 | $2.37M | 2.68% | +432+0.5% | Added |
| D.A. Davidson & Co. | 87,024 | $2.39M | 0.03% | +102+0.1% | Added |
| Royal Bank of Canada | 92,767 | $2.54M | 0.00% | −8,838−8.7% | Reduced |
| Commonwealth Equity Services, LLC | 109,128 | $2.99M | 0.01% | +1,256+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 115,276 | $3.16M | 0.19% | +16,745+17.0% | Added |
| Stifel Financial Corp | 135,872 | $3.73M | 0.01% | −11,142−7.6% | Reduced |
| Uncommon Cents Investing LLC | 171,153 | $4.69M | 1.66% | −776−0.5% | Reduced |
| Relative Value Partners Group, LLC | 249,245 | $6.83M | 0.44% | −6,863−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 249,746 | $6.85M | 0.01% | −4,180−1.6% | Reduced |
| UBS Group AG | 253,268 | $6.94M | 0.00% | +929+0.4% | Added |
| Mark Stevens | 258,766 | $7.10M | 0.91% | −6,013−2.3% | Reduced |
| Wells Fargo & Company | 268,843 | $7.37M | 0.00% | +689+0.3% | Added |
| Raymond James & Associates | 319,948 | $8.77M | 0.01% | −3,590−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 406,930 | $11.2M | 0.02% | +8,384+2.1% | Added |
| Blue Bell Private Wealth Management, LLC | 422,438 | $11.6M | 3.06% | −1,059−0.3% | Reduced |
| Lazard Asset Management LLC | 452,487 | $12.4M | 0.02% | +739+0.2% | Added |
| Bard Financial Services, Inc. | 606,405 | $16.6M | 1.28% | −14,784−2.4% | Reduced |
| Morgan Stanley | 648,903 | $17.8M | 0.00% | −45,003−6.5% | Reduced |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,589−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,293−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |