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, 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 | $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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $32 | 0.00% | +1 | New |
| Principal Securities, Inc. | 19 | $602 | 0.00% | +19 | New |
| Center for Financial Planning, Inc. | 24 | $761 | 0.00% | +1+4.3% | Added |
| JFS Wealth Advisors, LLC | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 100 | $3.16K | 0.00% | +100 | New |
| WPG Advisers, LLC | 108 | $3.42K | 0.00% | +108 | New |
| Strategic Investment Solutions, Inc. | 134 | $4.25K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $4.97K | 0.00% | +157 | New |
| Thomas J. Herzfeld Advisors, Inc. | 172 | $5.45K | 0.00% | +11+6.8% | Added |
| IFP Advisors, Inc | 180 | $5.70K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 196 | $6.21K | 0.01% | +196 | New |
| First Pacific Financial | 211 | $6.69K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 220 | $6.97K | 0.00% | +220 | New |
| SJS Investment Consulting Inc. | 231 | $7.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 368 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $11.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $14.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 600 | $19.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 779 | $24.7K | 0.00% | +51+7.0% | Added |
| Private Trust Co NA | 832 | $26.4K | 0.00% | +47+6.0% | Added |
| Spire Wealth Management | 939 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 992 | $31.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,100 | $34.9K | 0.02% | +1,100 | New |
| Armstrong Advisory Group, Inc | 1,109 | $35.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,314 | $41.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,481 | $46.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $47.5K | 0.03% | −1,500−50.0% | Reduced |
| Jones Financial Companies LLLP | 1,766 | $56.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,773 | $56.0K | 0.00% | +1,502+554.2% | Added |
| GWM Advisors LLC | 1,854 | $58.7K | 0.00% | +106+6.1% | Added |
| Anchor Investment Management, LLC | 2,000 | $63.4K | 0.01% | +2,000 | New |
| Fifth Third Bancorp | 2,050 | $65.0K | 0.00% | +10.0% | Added |
| McIlrath & Eck, LLC | 2,106 | $66.7K | 0.01% | +120+6.0% | Added |
| Clearstead Advisors, LLC | 2,500 | $79.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,551 | $80.8K | 0.00% | +1,300+103.9% | Added |
| Atwood & Palmer Inc | 2,726 | $86.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,956 | $94.0K | 0.00% | −3,347−53.1% | Reduced |
| Transce3nd, LLC | 3,025 | $95.9K | 0.03% | +3,025 | New |
| Brown Brothers Harriman & Co | 3,057 | $96.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,240 | $102.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,577 | $113.4K | 0.00% | +552+18.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,726 | $149.8K | 0.00% | +221+4.9% | Added |
| MAI Capital Management | 4,990 | $158.1K | 0.00% | +4,990 | New |
| US Bancorp | 5,697 | $180.5K | 0.00% | +49+0.9% | Added |
| Ancora Advisors, LLC | 5,900 | $187.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,000 | $190.1K | 0.06% | −800−11.8% | Reduced |
| Mascagni Wealth Management, Inc. | 6,629 | $203.3K | 0.20% | +6,629 | New |
| Mezzasalma Advisors, LLC | 6,494 | $205.8K | 0.07% | +6,494 | New |
| Choate Investment Advisors | 6,928 | $219.5K | 0.01% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $221.4K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,459 | $233.4K | 0.02% | −224,836−96.8% | Reduced |
| Prentiss Smith & Co Inc | 7,689 | $243.7K | 0.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,745 | $245.4K | 0.00% | +185+2.4% | Added |
| The PNC Financial Services Group, Inc. | 7,848 | $248.7K | 0.00% | +4,209+115.7% | Added |
| Tandem Capital Management Corp | 8,100 | $256.7K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,177 | $259.2K | 0.01% | +8,177 | New |
| Crews Bank & Trust | 8,509 | $269.6K | 0.05% | +8,509 | New |
| Ferguson Wellman Capital Management, Inc | 9,266 | $293.6K | 0.01% | 00.0% | Unchanged |
| JSF Financial, LLC | 9,787 | $310.1K | 0.08% | +9,787 | New |
| GatePass Capital, LLC | 10,000 | $316.9K | 0.35% | +10,000 | New |
| Apollon Wealth Management, LLC | 10,255 | $325.0K | 0.01% | +1,259+14.0% | Added |
| Priebe Wealth Holdings LLC | 10,407 | $329.8K | 0.22% | −712−6.4% | Reduced |
| Northern Trust Corp | 10,823 | $343.0K | 0.00% | −15,855−59.4% | Reduced |
| Janney Montgomery Scott LLC | 10,876 | $345.0K | 0.00% | +507+4.9% | Added |
| MSH Capital Advisors LLC | 10,970 | $347.6K | 0.11% | −500−4.4% | Reduced |
| Cora Capital Advisors LLC | 11,005 | $348.7K | 0.17% | +522+5.0% | Added |
| BancFirst Trust & Investment Management | 11,061 | $350.0K | 0.16% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,200 | $354.9K | 0.01% | +732+7.0% | Added |
| Warren Averett Asset Management, LLC | 11,278 | $357.4K | 0.01% | +11,278 | New |
| Pathstone Holdings, LLC | 11,291 | $357.8K | 0.00% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 11,440 | $362.5K | 0.27% | +657+6.1% | Added |
| Twin Focus Capital Partners, LLC | 11,611 | $368.0K | 0.05% | +611+5.6% | Added |
| Readystate Asset Management LP | 11,654 | $369.3K | 0.02% | +11,654 | New |
| Ameriprise Financial Inc | 11,849 | $375.5K | 0.00% | +402+3.5% | Added |
| Tiaa Trust, National Association | 11,899 | $377.1K | 0.00% | +11,899 | New |
| Nations Financial Group Inc, | 12,097 | $383.4K | 0.03% | +568+4.9% | Added |
| Mesirow Financial Investment Management, Inc. | 12,188 | $386.2K | 0.01% | +12,188 | New |
| Sheaff Brock Investment Advisors, LLC | 12,209 | $386.9K | 0.03% | +990+8.8% | Added |
| First Financial Bankshares Inc | 12,720 | $403.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,724 | $403.3K | 0.00% | −378−2.9% | Reduced |
| Delta Capital Management LLC | 13,342 | $423.0K | 0.24% | −10,000−42.8% | Reduced |
| Koshinski Asset Management, Inc. | 13,420 | $425.3K | 0.04% | −60.0% | Reduced |
| Tower Wealth Partners, Inc. | 13,731 | $435.1K | 0.23% | +899+7.0% | Added |
| Successful Portfolios LLC | 15,605 | $494.5K | 0.33% | +593+4.0% | Added |
| Allworth Financial LP | 15,585 | $509.2K | 0.00% | +472+3.1% | Added |
| First PREMIER Bank | 16,574 | $525.0K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,430 | $552.4K | 0.01% | +611+3.6% | Added |
| JPMorgan Chase & Co | 18,048 | $571.9K | 0.00% | +4,888+37.1% | Added |
| Transform Wealth, LLC | 18,437 | $584.3K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,492 | $586.0K | 0.00% | +18,492 | New |
| Kestra Advisory Services, LLC | 18,761 | $594.5K | 0.00% | +240+1.3% | Added |
| Savant Capital, LLC | 18,950 | $600.5K | 0.00% | +318+1.7% | Added |
| Heritage Wealth Advisors | 19,028 | $603.0K | 0.03% | −1,155−5.7% | Reduced |
| Quantedge Capital Pte Ltd | 19,751 | $625.9K | 0.23% | −200−1.0% | Reduced |
| Kirr Marbach & Co LLC | 19,882 | $630.1K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,684 | $718.9K | 0.03% | −226−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 24,688 | $782.4K | 0.00% | +2,402+10.8% | Added |
| Guggenheim Capital LLC | 25,007 | $792.5K | 0.01% | −294−1.2% | Reduced |