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, Q4 2024
Institutional positions in TRI-CONTINENTAL Corp as of Dec 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
- 149
- +17 vs. Q3 2024
- Shares held
- 6.88M
- +175.0K (+2.6%) vs. Q3 2024
- Total value
- $218.3M
- −$2.53M (−1.1%) vs. Q3 2024
- New holders
- 25
- 53 more added
- Sold out
- 8
- 33 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 571,102 | $18.1M | 0.00% | +30,835+5.7% | Added |
| Bard Financial Services, Inc. | 465,384 | $14.7M | 1.77% | −22,029−4.5% | Reduced |
| Lazard Asset Management LLC | 449,805 | $14.3M | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 411,731 | $13.0M | 2.49% | −841−0.2% | Reduced |
| Raymond James Financial Inc | 325,495 | $10.3M | 0.00% | +325,495 | New |
| UBS Group AG | 312,395 | $9.90M | 0.00% | +56,431+22.0% | Added |
| Allspring Global Investments Holdings, LLC | 273,012 | $8.65M | 0.01% | −168,718−38.2% | Reduced |
| Wells Fargo & Company | 252,029 | $7.99M | 0.00% | −1,228−0.5% | Reduced |
| HTLF Bank | 217,703 | $6.90M | 0.78% | −6,005−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 213,843 | $6.78M | 0.03% | −12,250−5.4% | Reduced |
| Uncommon Cents Investing LLC | 166,894 | $5.29M | 1.57% | −1,340−0.8% | Reduced |
| Shaker Financial Services, LLC | 164,067 | $5.20M | 1.99% | +3,010+1.9% | Added |
| Cornerstone Advisory, LLC | 129,095 | $4.21M | 0.48% | +129,095 | New |
| Wealth Enhancement Advisory Services, LLC | 128,651 | $4.08M | 0.01% | +3,523+2.8% | Added |
| Wolverine Asset Management LLC | 126,932 | $4.02M | 0.07% | +6,222+5.2% | Added |
| EP Wealth Advisors, LLC | 103,486 | $3.28M | 0.03% | +243+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 97,603 | $3.09M | 0.14% | −26,215−21.2% | Reduced |
| Platform Technology Partners | 97,531 | $3.09M | 0.94% | +39,819+69.0% | Added |
| Stifel Financial Corp | 95,546 | $3.03M | 0.00% | +844+0.9% | Added |
| 1620 Investment Advisors, Inc. | 89,044 | $2.82M | 2.14% | +645+0.7% | Added |
| Mariner, LLC | 81,564 | $2.58M | 0.00% | +5,478+7.2% | Added |
| D.A. Davidson & Co. | 80,628 | $2.56M | 0.02% | −752−0.9% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.39M | 0.15% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 68,080 | $2.22M | 0.01% | +5,076+8.1% | Added |
| Landscape Capital Management, L.L.C. | 63,788 | $2.02M | 0.21% | −21,293−25.0% | Reduced |
| RB Capital Management, LLC | 63,187 | $2.00M | 0.47% | +4,262+7.2% | Added |
| Integrated Wealth Concepts LLC | 60,087 | $1.90M | 0.02% | −4,054−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 59,871 | $1.90M | 0.05% | +29,212+95.3% | Added |
| Commonwealth Equity Services, LLC | 58,389 | $1.85M | 0.00% | +2,369+4.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 57,192 | $1.81M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 56,749 | $1.80M | 0.00% | +2,547+4.7% | Added |
| Cornerstone Advisors, LLC | 55,242 | $1.75M | 0.07% | −67,677−55.1% | Reduced |
| Stolper Co | 55,019 | $1.74M | 0.58% | +1,965+3.7% | Added |
| CIBC Private Wealth Group, LLC | 54,470 | $1.73M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 51,675 | $1.71M | 0.00% | −4,453−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,762 | $1.67M | 0.01% | −643−1.2% | Reduced |
| Bank of America Corp | 46,149 | $1.46M | 0.00% | +2,464+5.6% | Added |
| LPL Financial LLC | 43,462 | $1.38M | 0.00% | −1,265−2.8% | Reduced |
| Royal Bank of Canada | 43,163 | $1.37M | 0.00% | +307+0.7% | Added |
| Beckerman Institutional, LLC | 41,632 | $1.32M | 1.06% | +708+1.7% | Added |
| Whitener Capital Management, Inc. | 36,676 | $1.16M | 0.33% | −139−0.4% | Reduced |
| Altus Wealth Group LLC | 34,802 | $1.10M | 0.49% | −440−1.2% | Reduced |
| CNH Partners LLC | 32,920 | $1.04M | 0.02% | −23,272−41.4% | Reduced |
| Albion Financial Group | 32,510 | $1.03M | 0.07% | −292−0.9% | Reduced |
| Prospera Capital Management, LLC | 29,345 | $927.6K | 0.68% | +29,345 | New |
| HighTower Advisors, LLC | 28,454 | $901.7K | 0.00% | +1,178+4.3% | Added |
| Terry L. Blaker | 27,607 | $874.9K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 26,957 | $854.3K | 0.00% | +1,097+4.2% | Added |
| Cetera Investment Advisers | 25,483 | $807.6K | 0.00% | +4,717+22.7% | Added |
| Guggenheim Capital LLC | 25,007 | $792.5K | 0.01% | −294−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 24,688 | $782.4K | 0.00% | +2,402+10.8% | Added |
| We Are One Seven, LLC | 22,684 | $718.9K | 0.03% | −226−1.0% | Reduced |
| Kirr Marbach & Co LLC | 19,882 | $630.1K | 0.14% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 19,751 | $625.9K | 0.23% | −200−1.0% | Reduced |
| Heritage Wealth Advisors | 19,028 | $603.0K | 0.03% | −1,155−5.7% | Reduced |
| Savant Capital, LLC | 18,950 | $600.5K | 0.00% | +318+1.7% | Added |
| Kestra Advisory Services, LLC | 18,761 | $594.5K | 0.00% | +240+1.3% | Added |
| Citadel Advisors LLC | 18,492 | $586.0K | 0.00% | +18,492 | New |
| Transform Wealth, LLC | 18,437 | $584.3K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18,048 | $571.9K | 0.00% | +4,888+37.1% | Added |
| Johnson Investment Counsel Inc | 17,430 | $552.4K | 0.01% | +611+3.6% | Added |
| First PREMIER Bank | 16,574 | $525.0K | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 15,585 | $509.2K | 0.00% | +472+3.1% | Added |
| Successful Portfolios LLC | 15,605 | $494.5K | 0.33% | +593+4.0% | Added |
| Tower Wealth Partners, Inc. | 13,731 | $435.1K | 0.23% | +899+7.0% | Added |
| Koshinski Asset Management, Inc. | 13,420 | $425.3K | 0.04% | −60.0% | Reduced |
| Delta Capital Management LLC | 13,342 | $423.0K | 0.24% | −10,000−42.8% | Reduced |
| CI Private Wealth, LLC | 12,724 | $403.3K | 0.00% | −378−2.9% | Reduced |
| First Financial Bankshares Inc | 12,720 | $403.1K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,209 | $386.9K | 0.03% | +990+8.8% | Added |
| Mesirow Financial Investment Management, Inc. | 12,188 | $386.2K | 0.01% | +12,188 | New |
| Nations Financial Group Inc, | 12,097 | $383.4K | 0.03% | +568+4.9% | Added |
| Tiaa Trust, National Association | 11,899 | $377.1K | 0.00% | +11,899 | New |
| Ameriprise Financial Inc | 11,849 | $375.5K | 0.00% | +402+3.5% | Added |
| Readystate Asset Management LP | 11,654 | $369.3K | 0.02% | +11,654 | New |
| Twin Focus Capital Partners, LLC | 11,611 | $368.0K | 0.05% | +611+5.6% | Added |
| American Institute for Advanced Investment Management, LLP | 11,440 | $362.5K | 0.27% | +657+6.1% | Added |
| Pathstone Holdings, LLC | 11,291 | $357.8K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,278 | $357.4K | 0.01% | +11,278 | New |
| Foundations Investment Advisors, LLC | 11,200 | $354.9K | 0.01% | +732+7.0% | Added |
| BancFirst Trust & Investment Management | 11,061 | $350.0K | 0.16% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,005 | $348.7K | 0.17% | +522+5.0% | Added |
| MSH Capital Advisors LLC | 10,970 | $347.6K | 0.11% | −500−4.4% | Reduced |
| Janney Montgomery Scott LLC | 10,876 | $345.0K | 0.00% | +507+4.9% | Added |
| Northern Trust Corp | 10,823 | $343.0K | 0.00% | −15,855−59.4% | Reduced |
| Priebe Wealth Holdings LLC | 10,407 | $329.8K | 0.22% | −712−6.4% | Reduced |
| Apollon Wealth Management, LLC | 10,255 | $325.0K | 0.01% | +1,259+14.0% | Added |
| GatePass Capital, LLC | 10,000 | $316.9K | 0.35% | +10,000 | New |
| JSF Financial, LLC | 9,787 | $310.1K | 0.08% | +9,787 | New |
| Ferguson Wellman Capital Management, Inc | 9,266 | $293.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 8,509 | $269.6K | 0.05% | +8,509 | New |
| Level Four Advisory Services, LLC | 8,177 | $259.2K | 0.01% | +8,177 | New |
| Tandem Capital Management Corp | 8,100 | $256.7K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,848 | $248.7K | 0.00% | +4,209+115.7% | Added |
| Oppenheimer & Co Inc | 7,745 | $245.4K | 0.00% | +185+2.4% | Added |
| Prentiss Smith & Co Inc | 7,689 | $243.7K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,459 | $233.4K | 0.02% | −224,836−96.8% | Reduced |
| Independent Family Office, LLC | 6,987 | $221.4K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,928 | $219.5K | 0.01% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,494 | $205.8K | 0.07% | +6,494 | New |