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.
| 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 2023
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 1,680 | $48.4K | 0.02% | +16+1.0% | Added |
| Fifth Third Bancorp | 1,671 | $48.2K | 0.00% | +6+0.4% | Added |
| Salem Investment Counselors Inc | 1,468 | $42.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,240 | $35.7K | 0.00% | −1,232−49.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,109 | $32.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,096 | $31.6K | 0.00% | +14+1.3% | Added |
| Spire Wealth Management | 939 | $26.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 778 | $22.4K | 0.00% | +2+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 702 | $20.2K | 0.00% | +9+1.3% | Added |
| Advisory Services Network, LLC | 486 | $14.0K | 0.00% | +486 | New |
| CVA Family Office, LLC | 464 | $13.4K | 0.00% | +464 | New |
| Harbour Investments, Inc. | 251 | $7.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $6.66K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 211 | $6.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 191 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $5.19K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 155 | $4.47K | 0.00% | −1,199−88.6% | Reduced |
| Strategic Investment Solutions, Inc. | 134 | $3.86K | 0.00% | −8,308−98.4% | Reduced |
| Stone House Investment Management, LLC | 117 | $3.36K | 0.00% | +2+1.7% | Added |
| Tower Research Capital LLC (TRC) | 105 | $3.03K | 0.00% | +105 | New |
| Sound Income Strategies, LLC | 85 | $2.46K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $2.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $1.59K | 0.00% | +55 | New |
| Center for Financial Planning, Inc. | 23 | $664 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 21 | $605 | 0.00% | −1,129−98.2% | Reduced |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −27,018−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,171−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −11,969−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −9,790−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −7,565−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mark Stevens | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |