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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3,639 | $120.2K | 0.00% | −5,073−58.2% | Reduced |
| Parallel Advisors, LLC | 3,240 | $107.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,057 | $101.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,025 | $99.9K | 0.00% | −552−15.4% | Reduced |
| First Community Trust NA | 3,000 | $99.1K | 0.08% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,726 | $90.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $82.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,049 | $67.7K | 0.00% | +363+21.5% | Added |
| McIlrath & Eck, LLC | 1,986 | $65.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,766 | $57.9K | 0.00% | +1,766 | New |
| GWM Advisors LLC | 1,748 | $57.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,481 | $48.9K | 0.00% | +1,481 | New |
| Salem Investment Counselors Inc | 1,314 | $43.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,251 | $41.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,109 | $36.6K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,022 | $33.8K | 0.00% | +1,022 | New |
| Bryn Mawr Trust Co | 992 | $32.8K | 0.00% | +992 | New |
| Spire Wealth Management | 939 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 785 | $25.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 728 | $24.0K | 0.00% | +7+1.0% | Added |
| Lowe Wealth Advisors, LLC | 600 | $19.8K | 0.01% | −900−60.0% | Reduced |
| CVA Family Office, LLC | 464 | $15.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 368 | $11.4K | 0.00% | +368 | New |
| Flaharty Asset Management, LLC | 308 | $10.2K | 0.00% | +308 | New |
| CWM, LLC | 271 | $9.00K | 0.00% | +3+1.1% | Added |
| Harbour Investments, Inc. | 251 | $8.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.63K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 211 | $6.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $5.95K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 161 | $5.31K | 0.00% | +2+1.3% | Added |
| Strategic Investment Solutions, Inc. | 134 | $4.43K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 121 | $4.00K | 0.00% | +1+0.8% | Added |
| Sound Income Strategies, LLC | 85 | $2.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $2.12K | 0.00% | −768−92.3% | Reduced |
| Center for Financial Planning, Inc. | 23 | $760 | 0.00% | 00.0% | Unchanged |
| 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 |