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 2024
Institutional positions in TRI-CONTINENTAL Corp as of Mar 31, 2024. 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
- 129
- +5 vs. Q4 2023
- Shares held
- 6.63M
- +40.9K (+0.6%) vs. Q4 2023
- Total value
- $203.6M
- +$13.6M (+7.1%) vs. Q4 2023
- New holders
- 15
- 31 more added
- Sold out
- 10
- 41 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2,998 | $92.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $75.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,086 | $64.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,968 | $60.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,733 | $53.4K | 0.00% | −338−16.3% | Reduced |
| Tyler-Stone Wealth Management | 1,694 | $52.2K | 0.02% | +14+0.8% | Added |
| Fifth Third Bancorp | 1,671 | $51.5K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,500 | $46.2K | 0.02% | −1,115−42.6% | Reduced |
| Salem Investment Counselors Inc | 1,314 | $40.5K | 0.00% | −154−10.5% | Reduced |
| Comerica Bank | 1,240 | $38.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,105 | $34.0K | 0.00% | +9+0.8% | Added |
| Armstrong Advisory Group, Inc | 1,109 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 939 | $28.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 778 | $23.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 708 | $21.8K | 0.00% | +6+0.9% | Added |
| CVA Family Office, LLC | 464 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $11.4K | 0.00% | +370 | New |
| Johnson Financial Group, Inc. | 327 | $10.1K | 0.00% | +327 | New |
| CWM, LLC | 263 | $8.00K | 0.00% | +72+37.7% | Added |
| Harbour Investments, Inc. | 251 | $7.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.12K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 211 | $6.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $5.54K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 155 | $4.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 118 | $3.62K | 0.00% | +1+0.9% | Added |
| BNP Paribas Arbitrage, SA | 100 | $3.08K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 85 | $2.63K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $2.56K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $709 | 0.00% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −57,192−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −8,609−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −8,473−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −8,215−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |