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 $241.8M in total; no superinvestor holds it.
Other share classesTY.P
13F holders, Q2 2024
Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 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
- 135
- +7 vs. Q1 2024
- Shares held
- 6.52M
- −1.20M (−15.5%) vs. Q1 2024
- Total value
- $201.9M
- −$35.2M (−14.9%) vs. Q1 2024
- New holders
- 14
- 53 more added
- Sold out
- 7
- 32 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $241.8M |
| Q1 2026 | 153 | $217.0M |
| Q4 2025 | 151 | $220.0M |
| Q3 2025 | 154 | $225.0M |
| Q2 2025 | 149 | $207.6M |
| Q1 2025 | 145 | $191.0M |
| Q4 2024 | 149 | $218.3M |
| Q3 2024 | 136 | $233.1M |
| Q2 2024 | 135 | $201.9M |
| Q1 2024 | 129 | $237.1M |
| Q4 2023 | 125 | $207.8M |
| Q3 2023 | 120 | $174.9M |
| Q2 2023 | 122 | $178.1M |
| Q1 2023 | 116 | $176.8M |
| Q4 2022 | 125 | $167.0M |
| Q3 2022 | 114 | $168.2M |
| Q2 2022 | 121 | $179.0M |
| Q1 2022 | 130 | $229.6M |
| Q4 2021 | 142 | $238.5M |
| Q3 2021 | 113 | $230.9M |
| Q2 2021 | 120 | $228.2M |
| Q1 2021 | 117 | $211.0M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 542,830 | $16.8M | 0.00% | −1,077,026−66.5% | Reduced |
| Bard Financial Services, Inc. | 511,293 | $15.8M | 1.64% | −5,502−1.1% | Reduced |
| Lazard Asset Management LLC | 449,805 | $13.9M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 426,380 | $13.2M | 0.02% | −122,164−22.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 406,892 | $12.6M | 2.60% | −6,999−1.7% | Reduced |
| Raymond James & Associates | 296,415 | $9.18M | 0.01% | −2,297−0.8% | Reduced |
| UBS Group AG | 270,252 | $8.37M | 0.00% | +26,904+11.1% | Added |
| Wells Fargo & Company | 259,274 | $8.03M | 0.00% | −5,761−2.2% | Reduced |
| HTLF Bank | 226,760 | $7.02M | 0.80% | −7,277−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 219,052 | $6.78M | 0.01% | +5,565+2.6% | Added |
| Uncommon Cents Investing LLC | 167,889 | $5.20M | 1.63% | −700.0% | Reduced |
| Cornerstone Advisors, LLC | 167,382 | $5.18M | 0.21% | +25,646+18.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 137,773 | $4.27M | 0.22% | +7,759+6.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 115,813 | $3.59M | 0.01% | +1,775+1.6% | Added |
| Stifel Financial Corp | 99,204 | $3.07M | 0.00% | −2,654−2.6% | Reduced |
| Shaker Financial Services, LLC | 94,909 | $2.94M | 1.19% | +25,434+36.6% | Added |
| 1620 Investment Advisors, Inc. | 89,870 | $2.78M | 2.13% | +1,178+1.3% | Added |
| D.A. Davidson & Co. | 81,020 | $2.51M | 0.02% | +298+0.4% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.34M | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 75,447 | $2.34M | 0.00% | +1,331+1.8% | Added |
| Integrated Wealth Concepts LLC | 68,488 | $2.12M | 0.03% | −60.0% | Reduced |
| Royal Bank of Canada | 62,474 | $1.94M | 0.00% | −24,336−28.0% | Reduced |
| Sanctuary Advisors, LLC | 62,284 | $1.85M | 0.01% | +62,284 | New |
| CNH Partners LLC | 59,629 | $1.85M | 0.05% | +9,559+19.1% | Added |
| RB Capital Management, LLC | 57,506 | $1.78M | 0.45% | −175−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $1.77M | 0.10% | +57,192 | New |
| Cambridge Investment Research Advisors, Inc. | 55,564 | $1.72M | 0.01% | −1,123−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 54,470 | $1.70M | 0.00% | +1,000+1.9% | Added |
| First Trust Advisors LP | 54,797 | $1.70M | 0.00% | +2,004+3.8% | Added |
| Wolverine Asset Management LLC | 53,133 | $1.65M | 0.03% | +24,427+85.1% | Added |
| Stolper Co | 52,890 | $1.64M | 0.58% | −262−0.5% | Reduced |
| Thrivent Financial for Lutherans | 51,920 | $1.61M | 0.00% | −644−1.2% | Reduced |
| Landscape Capital Management, L.L.C. | 48,752 | $1.51M | 0.13% | −2,659−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 44,222 | $1.37M | 0.00% | −1,562−3.4% | Reduced |
| LPL Financial LLC | 41,368 | $1.28M | 0.00% | +9,165+28.5% | Added |
| Bank of America Corp | 37,733 | $1.17M | 0.00% | −7,183−16.0% | Reduced |
| Whitener Capital Management, Inc. | 36,555 | $1.13M | 0.34% | +965+2.7% | Added |
| Altus Wealth Group LLC | 36,024 | $1.12M | 0.56% | +2,825+8.5% | Added |
| Albion Financial Group | 32,802 | $1.02M | 0.08% | −3,793−10.4% | Reduced |
| Concurrent Investment Advisors, LLC | 29,338 | $908.6K | 0.03% | +4,869+19.9% | Added |
| Terry L. Blaker | 27,607 | $855.0K | 0.03% | +27,607 | New |
| HighTower Advisors, LLC | 27,132 | $840.0K | 0.00% | +93+0.3% | Added |
| Atlas Wealth LLC | 24,906 | $778.1K | 0.09% | +24,906 | New |
| Delta Capital Management LLC | 23,342 | $723.0K | 0.44% | +23,342 | New |
| We Are One Seven, LLC | 22,953 | $710.8K | 0.03% | −655−2.8% | Reduced |
| Tiaa Trust, National Association | 22,767 | $705.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,407 | $663.0K | 0.00% | +752+3.6% | Added |
| Advisor Group Holdings, Inc. | 20,555 | $636.7K | 0.00% | −51,146−71.3% | Reduced |
| Heritage Wealth Advisors | 20,183 | $625.1K | 0.03% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 19,882 | $615.7K | 0.15% | +5,000+33.6% | Added |
| Kestra Advisory Services, LLC | 19,122 | $592.2K | 0.00% | +579+3.1% | Added |
| Savant Capital, LLC | 19,030 | $589.4K | 0.01% | +2,110+12.5% | Added |
| Transform Wealth, LLC | 18,437 | $571.0K | 0.04% | +173+0.9% | Added |
| Guggenheim Capital LLC | 17,896 | $554.2K | 0.00% | +1,508+9.2% | Added |
| Johnson Investment Counsel Inc | 16,815 | $520.8K | 0.01% | +586+3.6% | Added |
| First PREMIER Bank | 16,574 | $513.0K | 0.14% | 00.0% | Unchanged |
| Successful Portfolios LLC | 15,029 | $465.4K | 0.33% | −239−1.6% | Reduced |
| Allworth Financial LP | 14,937 | $463.9K | 0.00% | +122+0.8% | Added |
| Creative Planning | 14,793 | $458.1K | 0.00% | −19−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 13,704 | $428.8K | 0.04% | +557+4.2% | Added |
| First Financial Bankshares Inc | 12,720 | $393.9K | 0.01% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 12,719 | $393.9K | 0.24% | +237+1.9% | Added |
| MSH Capital Advisors LLC | 11,470 | $355.2K | 0.12% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,458 | $354.9K | 0.03% | +149+1.3% | Added |
| Citadel Advisors LLC | 11,310 | $350.3K | 0.00% | −378−3.2% | Reduced |
| Pathstone Holdings, LLC | 11,291 | $349.7K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,229 | $347.8K | 0.03% | −10−0.1% | Reduced |
| CI Private Wealth, LLC | 11,172 | $346.0K | 0.00% | +11,172 | New |
| Priebe Wealth Holdings LLC | 11,119 | $344.3K | 0.27% | +103+0.9% | Added |
| BancFirst Trust & Investment Management | 11,061 | $340.8K | 0.16% | +11,061 | New |
| American Institute for Advanced Investment Management, LLP | 10,783 | $333.9K | 0.26% | +101+0.9% | Added |
| Ameriprise Financial Inc | 10,745 | $332.8K | 0.00% | +10,745 | New |
| Mercer Global Advisors Inc | 10,543 | $326.5K | 0.00% | +10,543 | New |
| Cora Capital Advisors LLC | 10,483 | $324.7K | 0.17% | +95+0.9% | Added |
| Quantedge Capital Pte Ltd | 10,451 | $323.7K | 0.12% | +2,100+25.1% | Added |
| Janney Montgomery Scott LLC | 10,418 | $323.0K | 0.00% | +126+1.2% | Added |
| Northern Trust Corp | 10,390 | $321.8K | 0.00% | +40.0% | Added |
| Foundations Investment Advisors, LLC | 10,376 | $321.3K | 0.01% | +192+1.9% | Added |
| Oppenheimer & Co Inc | 9,863 | $305.5K | 0.00% | −656−6.2% | Reduced |
| Raymond James Trust N.A. | 9,329 | $288.9K | 0.01% | −840−8.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $287.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,011 | $279.1K | 0.00% | −1,030−10.3% | Reduced |
| Twin Focus Capital Partners, LLC | 9,000 | $278.7K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,916 | $276.1K | 0.01% | +166+1.9% | Added |
| ZWJ Investment Counsel Inc | 8,811 | $272.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,712 | $269.8K | 0.00% | −369−4.1% | Reduced |
| NorthRock Partners, LLC | 8,629 | $267.3K | 0.01% | −5,353−38.3% | Reduced |
| JPMorgan Chase & Co | 8,266 | $256.0K | 0.00% | −9,238−52.8% | Reduced |
| Tandem Capital Management Corp | 8,100 | $253.6K | 0.14% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,689 | $238.1K | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,031 | $217.7K | 0.02% | +66+0.9% | Added |
| 9258 Wealth Management, LLC | 7,017 | $217.3K | 0.03% | +89+1.3% | Added |
| Independent Family Office, LLC | 6,987 | $216.4K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,928 | $214.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,800 | $210.6K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,303 | $195.0K | 0.00% | +2,559+68.3% | Added |
| Ancora Advisors, LLC | 5,900 | $182.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,960 | $153.6K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 4,852 | $150.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,505 | $139.5K | 0.00% | +56+1.3% | Added |