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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, Q4 2023

Institutional positions in TRI-CONTINENTAL Corp as of Dec 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
125
+8 vs. Q3 2023
Shares held
6.59M
+286.9K (+4.6%) vs. Q3 2023
Total value
$190.0M
+$22.4M (+13.4%) vs. Q3 2023
New holders
18
40 more added
Sold out
10
34 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 125 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 heldQ4 2023: $190.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2023.

Institutions holding TY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cassady Schiller Wealth Management, LLC21$6050.00%−1,129−98.2%Reduced
Center for Financial Planning, Inc.23$6640.00%00.0%Unchanged
Creative Financial Designs Inc55$1.59K0.00%+55New
Retirement Group, LLC83$2.39K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$2.46K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)105$3.03K0.00%+105New
Stone House Investment Management, LLC117$3.36K0.00%+2+1.7%Added
Strategic Investment Solutions, Inc.134$3.86K0.00%−8,308−98.4%Reduced
Thomas J. Herzfeld Advisors, Inc.155$4.47K0.00%−1,199−88.6%Reduced
IFP Advisors, Inc180$5.19K0.00%00.0%Unchanged
CWM, LLC191$6.00K0.00%00.0%Unchanged
First Pacific Financial211$6.08K0.00%00.0%Unchanged
SJS Investment Consulting Inc.231$6.66K0.00%00.0%Unchanged
Harbour Investments, Inc.251$7.24K0.00%00.0%Unchanged
CVA Family Office, LLC464$13.4K0.00%+464New
Advisory Services Network, LLC486$14.0K0.00%+486New
GPS Wealth Strategies Group, LLC702$20.2K0.00%+9+1.3%Added
Private Trust Co NA778$22.4K0.00%+2+0.3%Added
Spire Wealth Management939$26.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC1,096$31.6K0.00%+14+1.3%Added
Armstrong Advisory Group, Inc1,109$32.0K0.00%00.0%Unchanged
Comerica Bank1,240$35.7K0.00%−1,232−49.8%Reduced
Salem Investment Counselors Inc1,468$42.3K0.00%00.0%Unchanged
Fifth Third Bancorp1,671$48.2K0.00%+6+0.4%Added
Tyler-Stone Wealth Management1,680$48.4K0.02%+16+1.0%Added
McIlrath & Eck, LLC1,968$56.7K0.01%+7+0.4%Added
Global Retirement Partners, LLC2,086$59.6K0.00%00.0%Unchanged
GWM Advisors LLC2,071$59.7K0.00%+7+0.3%Added
Clearstead Advisors, LLC2,500$72.1K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC2,615$75.4K0.04%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,998$86.4K0.00%+9+0.3%Added
First Community Trust NA3,000$86.5K0.09%00.0%Unchanged
Brown Brothers Harriman & Co3,057$88.1K0.00%00.0%Unchanged
Parallel Advisors, LLC3,240$93.4K0.00%00.0%Unchanged
Bessemer Group Inc3,744$108.0K0.00%+13+0.3%Added
US Bancorp4,852$139.9K0.00%+10+0.2%Added
Carmichael Hill & Associates, Inc.4,960$143.0K0.06%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,826$168.0K0.00%−58−1.0%Reduced
Ancora Advisors, LLC5,900$170.1K0.00%00.0%Unchanged
Allworth Financial LP6,731$194.1K0.00%+84+1.3%Added
Brown, Lisle/Cummings, Inc.6,800$196.0K0.07%+1,000+17.2%Added
International Assets Investment Management, LLC6,965$200.8K0.03%+6,965New
Independent Family Office, LLC6,987$201.4K0.11%+6,987New
Snowden Capital Advisors LLC7,026$202.6K0.01%+7,026New
EP Wealth Advisors, LLC7,345$211.8K0.00%+7,345New
AE Wealth Management LLC7,385$214.7K0.00%+7,385New
The PNC Financial Services Group, Inc.7,618$219.6K0.00%+8+0.1%Added
Prentiss Smith & Co Inc7,973$229.9K0.17%+7,973New
Tandem Capital Management Corp8,100$233.5K0.14%00.0%Unchanged
Cetera Advisors LLC8,215$236.8K0.00%−568−6.5%Reduced
Wesbanco Bank Inc8,473$244.3K0.01%00.0%Unchanged
Raymond James Trust N.A.8,536$246.1K0.01%00.0%Unchanged
Daymark Wealth Partners, LLC8,609$248.2K0.02%00.0%Unchanged
Apollon Wealth Management, LLC8,676$250.1K0.01%+8,676New
ZWJ Investment Counsel Inc8,811$254.0K0.01%00.0%Unchanged
Twin Focus Capital Partners, LLC9,000$259.5K0.05%−500−5.3%Reduced
Ferguson Wellman Capital Management, Inc9,266$267.1K0.01%00.0%Unchanged
Foundations Investment Advisors, LLC10,098$294.7K0.01%+133+1.3%Added
Private Advisor Group, LLC10,307$297.1K0.00%+1,275+14.1%Added
Cora Capital Advisors LLC10,388$299.5K0.18%+36+0.3%Added
American Institute for Advanced Investment Management, LLP10,682$308.0K0.27%+39+0.4%Added
Nations Financial Group Inc,11,242$324.1K0.03%+102+0.9%Added
Sheaff Brock Investment Advisors, LLC11,243$324.1K0.03%−40.0%Reduced
Pathstone Holdings, LLC11,291$325.5K0.00%+11,291New
Janney Montgomery Scott LLC11,338$327.0K0.00%−6,960−38.0%Reduced
MSH Capital Advisors LLC11,470$330.7K0.12%00.0%Unchanged
Stonebrook Private Inc.11,582$333.9K0.11%+11,582New
Priebe Wealth Holdings LLC11,608$334.7K0.27%+11,608New
Northern Trust Corp11,759$339.0K0.00%+35+0.3%Added
Tower Wealth Partners, Inc.12,257$353.4K0.25%+45+0.4%Added
Creative Planning12,915$372.3K0.00%00.0%Unchanged
First Financial Bankshares Inc13,726$395.7K0.01%+13,726New
Kirr Marbach & Co LLC14,882$429.0K0.11%00.0%Unchanged
Guggenheim Capital LLC15,071$434.5K0.00%+6,836+83.0%Added
Successful Portfolios LLC15,632$450.7K0.34%−123−0.8%Reduced
Johnson Investment Counsel Inc16,225$467.8K0.01%+60.0%Added
First PREMIER Bank16,574$478.0K0.13%00.0%Unchanged
Kestra Advisory Services, LLC16,893$487.0K0.00%−6,577−28.0%Reduced
Transform Wealth, LLC18,110$522.1K0.05%−5,330−22.7%Reduced
JPMorgan Chase & Co19,013$548.1K0.00%+17,225+963.4%Added
Koshinski Asset Management, Inc.19,177$552.9K0.08%+5,337+38.6%Added
Heritage Wealth Advisors21,183$610.7K0.03%00.0%Unchanged
Savant Capital, LLC21,378$616.3K0.01%+4,458+26.3%Added
Tiaa Trust, National Association22,767$656.4K0.00%−3,832−14.4%Reduced
We Are One Seven, LLC23,373$673.8K0.04%+23,373New
Concurrent Investment Advisors, LLC23,849$687.6K0.03%+23,849New
HighTower Advisors, LLC25,096$725.0K0.00%+184+0.7%Added
Altus Wealth Group LLC26,174$754.6K0.42%+16+0.1%Added
Landscape Capital Management, L.L.C.33,645$970.0K0.09%+20,955+165.1%Added
Whitener Capital Management, Inc.35,455$1.02M0.37%−834−2.3%Reduced
Shaker Financial Services, LLC36,464$1.05M0.43%−51,467−58.5%Reduced
Albion Financial Group36,595$1.06M0.09%−5,202−12.4%Reduced
CNH Partners LLC37,093$1.07M0.04%−17,465−32.0%Reduced
LPL Financial LLC40,523$1.17M0.00%+3,703+10.1%Added
Bank of America Corp45,808$1.32M0.00%−2,142−4.5%Reduced
Commonwealth Equity Services, LLC48,512$1.40M0.00%−61,095−55.7%Reduced
First Trust Advisors LP49,564$1.43M0.00%−5,327−9.7%Reduced
Stolper Co52,772$1.52M0.61%+971+1.9%Added
Cambridge Investment Research Advisors, Inc.53,257$1.53M0.01%−148−0.3%Reduced
Thrivent Financial for Lutherans53,856$1.55M0.00%+25,260+88.3%Added