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 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
- −115.6K (−1.7%) vs. Q1 2024
- Total value
- $201.8M
- −$1.83M (−0.9%) vs. Q1 2024
- New holders
- 14
- 54 more added
- Sold out
- 7
- 31 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 | $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 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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.64K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 120 | $3.71K | 0.00% | +2+1.7% | Added |
| Strategic Investment Solutions, Inc. | 134 | $4.27K | 0.00% | +134 | New |
| Thomas J. Herzfeld Advisors, Inc. | 159 | $4.92K | 0.00% | +4+2.6% | Added |
| IFP Advisors, Inc | 180 | $5.58K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 211 | $6.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.77K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 268 | $8.00K | 0.00% | +5+1.9% | Added |
| Investors Research Corp | 276 | $8.55K | 0.00% | +276 | New |
| TruNorth Capital Management, LLC | 301 | $9.32K | 0.00% | +301 | New |
| Hilltop National Bank | 370 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $14.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 721 | $22.3K | 0.00% | +13+1.8% | Added |
| Private Trust Co NA | 785 | $24.3K | 0.00% | +7+0.9% | Added |
| JFS Wealth Advisors, LLC | 832 | $25.8K | 0.00% | −273−24.7% | Reduced |
| Spire Wealth Management | 939 | $29.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,109 | $34.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,251 | $38.7K | 0.00% | +11+0.9% | Added |
| Salem Investment Counselors Inc | 1,314 | $40.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,500 | $46.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,686 | $52.2K | 0.00% | +15+0.9% | Added |
| Tyler-Stone Wealth Management | 1,726 | $53.5K | 0.02% | +32+1.9% | Added |
| GWM Advisors LLC | 1,748 | $54.1K | 0.00% | +15+0.9% | Added |
| McIlrath & Eck, LLC | 1,986 | $61.5K | 0.01% | +18+0.9% | Added |
| Global Retirement Partners, LLC | 2,105 | $65.2K | 0.00% | +19+0.9% | Added |
| Clearstead Advisors, LLC | 2,500 | $77.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,726 | $84.4K | 0.01% | +2,726 | New |
| First Community Trust NA | 3,000 | $92.9K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,057 | $94.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,240 | $100.3K | 0.00% | 00.0% | Unchanged |
| Motco | 3,511 | $108.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,577 | $110.8K | 0.00% | +579+19.3% | Added |
| Widmann Financial Services, Inc. | 3,750 | $116.1K | 0.09% | +3,750 | New |
| JPMorgan Chase & Co | 4,133 | $128.0K | 0.00% | −4,619−52.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,505 | $139.5K | 0.00% | +56+1.3% | Added |
| US Bancorp | 4,852 | $150.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,960 | $153.6K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,900 | $182.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,303 | $195.0K | 0.00% | +2,559+68.3% | Added |
| Brown, Lisle/Cummings, Inc. | 6,800 | $210.6K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,928 | $214.6K | 0.01% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $216.4K | 0.12% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 7,017 | $217.3K | 0.03% | +89+1.3% | Added |
| International Assets Investment Management, LLC | 7,031 | $217.7K | 0.02% | +66+0.9% | Added |
| Prentiss Smith & Co Inc | 7,689 | $238.1K | 0.17% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,100 | $253.6K | 0.14% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,629 | $267.3K | 0.01% | −5,353−38.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,712 | $269.8K | 0.00% | −369−4.1% | Reduced |
| ZWJ Investment Counsel Inc | 8,811 | $272.9K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,916 | $276.1K | 0.01% | +166+1.9% | Added |
| Twin Focus Capital Partners, LLC | 9,000 | $278.7K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,011 | $279.1K | 0.00% | −1,030−10.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $287.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,329 | $288.9K | 0.01% | −840−8.3% | Reduced |
| Oppenheimer & Co Inc | 9,863 | $305.5K | 0.00% | −656−6.2% | Reduced |
| Foundations Investment Advisors, LLC | 10,376 | $321.3K | 0.01% | +192+1.9% | Added |
| Northern Trust Corp | 10,390 | $321.8K | 0.00% | +40.0% | Added |
| Janney Montgomery Scott LLC | 10,418 | $323.0K | 0.00% | +126+1.2% | Added |
| Quantedge Capital Pte Ltd | 10,451 | $323.7K | 0.12% | +2,100+25.1% | Added |
| Cora Capital Advisors LLC | 10,483 | $324.7K | 0.17% | +95+0.9% | Added |
| Mercer Global Advisors Inc | 10,543 | $326.5K | 0.00% | +10,543 | New |
| Ameriprise Financial Inc | 10,745 | $332.8K | 0.00% | +10,745 | New |
| American Institute for Advanced Investment Management, LLP | 10,783 | $333.9K | 0.26% | +101+0.9% | Added |
| BancFirst Trust & Investment Management | 11,061 | $340.8K | 0.16% | +11,061 | New |
| Priebe Wealth Holdings LLC | 11,119 | $344.3K | 0.27% | +103+0.9% | Added |
| CI Private Wealth, LLC | 11,172 | $346.0K | 0.00% | +11,172 | New |
| Sheaff Brock Investment Advisors, LLC | 11,229 | $347.8K | 0.03% | −10−0.1% | Reduced |
| Pathstone Holdings, LLC | 11,291 | $349.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,310 | $350.3K | 0.00% | −378−3.2% | Reduced |
| Nations Financial Group Inc, | 11,458 | $354.9K | 0.03% | +149+1.3% | Added |
| MSH Capital Advisors LLC | 11,470 | $355.2K | 0.12% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 12,719 | $393.9K | 0.24% | +237+1.9% | Added |
| First Financial Bankshares Inc | 12,720 | $393.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,704 | $428.8K | 0.04% | +557+4.2% | Added |
| Creative Planning | 14,793 | $458.1K | 0.00% | −19−0.1% | Reduced |
| Allworth Financial LP | 14,937 | $463.9K | 0.00% | +122+0.8% | Added |
| Successful Portfolios LLC | 15,029 | $465.4K | 0.33% | −239−1.6% | Reduced |
| First PREMIER Bank | 16,574 | $513.0K | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 16,815 | $520.8K | 0.01% | +586+3.6% | Added |
| Guggenheim Capital LLC | 17,896 | $554.2K | 0.00% | +1,508+9.2% | Added |
| Transform Wealth, LLC | 18,437 | $571.0K | 0.04% | +173+0.9% | Added |
| Savant Capital, LLC | 19,030 | $589.4K | 0.01% | +2,110+12.5% | Added |
| Kestra Advisory Services, LLC | 19,122 | $592.2K | 0.00% | +579+3.1% | Added |
| Kirr Marbach & Co LLC | 19,882 | $615.7K | 0.15% | +5,000+33.6% | Added |
| Heritage Wealth Advisors | 20,183 | $625.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,555 | $636.7K | 0.00% | −51,146−71.3% | Reduced |
| Cetera Investment Advisers | 21,407 | $663.0K | 0.00% | +752+3.6% | Added |
| Tiaa Trust, National Association | 22,767 | $705.1K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,953 | $710.8K | 0.03% | −655−2.8% | Reduced |
| Delta Capital Management LLC | 23,342 | $723.0K | 0.44% | +23,342 | New |
| Atlas Wealth LLC | 24,906 | $778.1K | 0.12% | +24,906 | New |
| HighTower Advisors, LLC | 27,132 | $840.0K | 0.00% | +93+0.3% | Added |
| Terry L. Blaker | 27,607 | $855.0K | 0.03% | +27,607 | New |
| Concurrent Investment Advisors, LLC | 29,338 | $908.6K | 0.03% | +4,869+19.9% | Added |
| Albion Financial Group | 32,802 | $1.02M | 0.08% | −3,793−10.4% | Reduced |
| Altus Wealth Group LLC | 36,024 | $1.12M | 0.56% | +2,825+8.5% | Added |
| Whitener Capital Management, Inc. | 36,555 | $1.13M | 0.34% | +965+2.7% | Added |
| Bank of America Corp | 37,733 | $1.17M | 0.00% | −7,183−16.0% | Reduced |