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, Q3 2024
Institutional positions in TRI-CONTINENTAL Corp as of Sep 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
- 136
- +1 vs. Q2 2024
- Shares held
- 7.06M
- +547.1K (+8.4%) vs. Q2 2024
- Total value
- $232.7M
- +$30.9M (+15.3%) vs. Q2 2024
- New holders
- 12
- 43 more added
- Sold out
- 11
- 32 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 53,405 | $1.76M | 0.01% | −2,159−3.9% | Reduced |
| First Trust Advisors LP | 54,202 | $1.79M | 0.00% | −595−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 54,470 | $1.80M | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 56,192 | $1.84M | 0.04% | −3,437−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 56,020 | $1.85M | 0.00% | +11,798+26.7% | Added |
| Thrivent Financial for Lutherans | 56,128 | $1.85M | 0.00% | +4,208+8.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $1.89M | 0.10% | 00.0% | Unchanged |
| Platform Technology Partners | 57,712 | $1.91M | 0.60% | +57,712 | New |
| RB Capital Management, LLC | 58,925 | $1.95M | 0.46% | +1,419+2.5% | Added |
| Integrated Wealth Concepts LLC | 64,141 | $2.12M | 0.03% | −4,347−6.3% | Reduced |
| Sanctuary Advisors, LLC | 63,004 | $2.14M | 0.01% | +720+1.2% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.49M | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 76,086 | $2.51M | 0.00% | +639+0.8% | Added |
| D.A. Davidson & Co. | 81,380 | $2.69M | 0.02% | +360+0.4% | Added |
| Landscape Capital Management, L.L.C. | 85,081 | $2.81M | 0.29% | +36,329+74.5% | Added |
| 1620 Investment Advisors, Inc. | 88,399 | $2.92M | 2.12% | −1,471−1.6% | Reduced |
| Stifel Financial Corp | 94,702 | $3.13M | 0.00% | −4,502−4.5% | Reduced |
| EP Wealth Advisors, LLC | 103,243 | $3.41M | 0.03% | +103,243 | New |
| Wolverine Asset Management LLC | 120,710 | $3.99M | 0.07% | +67,577+127.2% | Added |
| Cornerstone Advisors, LLC | 122,919 | $4.06M | 0.16% | −44,463−26.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 123,818 | $4.09M | 0.19% | −13,955−10.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 125,128 | $4.13M | 0.01% | +9,315+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 138,779 | $4.59M | 0.01% | −80,273−36.6% | Reduced |
| Shaker Financial Services, LLC | 161,057 | $5.32M | 2.01% | +66,148+69.7% | Added |
| Uncommon Cents Investing LLC | 168,234 | $5.56M | 1.56% | +345+0.2% | Added |
| Raymond James & Associates | 206,440 | $6.82M | 0.00% | −89,975−30.4% | Reduced |
| International Assets Investment Management, LLC | 232,295 | $7.03M | 0.03% | +225,264+3,203.9% | Added |
| Kovitz Investment Group Partners, LLC | 226,093 | $7.37M | 0.05% | +226,093 | New |
| HTLF Bank | 223,708 | $7.39M | 0.80% | −3,052−1.3% | Reduced |
| Wells Fargo & Company | 253,257 | $8.37M | 0.00% | −6,017−2.3% | Reduced |
| UBS Group AG | 255,964 | $8.46M | 0.00% | −14,288−5.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 412,572 | $13.6M | 2.60% | +5,680+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 441,730 | $14.6M | 0.02% | +15,350+3.6% | Added |
| Lazard Asset Management LLC | 449,805 | $14.9M | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 487,413 | $16.1M | 1.90% | −23,880−4.7% | Reduced |
| Morgan Stanley | 540,267 | $17.9M | 0.00% | −2,563−0.5% | Reduced |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −24,906−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −22,767−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,310−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −9,329−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −8,811−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −3,511−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,726−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −276−100.0% | Sold out |