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 |
|---|---|---|---|---|---|
| Mascagni Wealth Management, Inc. | 6,629 | $203.3K | 0.20% | +6,629 | New |
| Brown, Lisle/Cummings, Inc. | 6,000 | $190.1K | 0.06% | −800−11.8% | Reduced |
| Ancora Advisors, LLC | 5,900 | $187.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,697 | $180.5K | 0.00% | +49+0.9% | Added |
| MAI Capital Management | 4,990 | $158.1K | 0.00% | +4,990 | New |
| Steward Partners Investment Advisory, LLC | 4,726 | $149.8K | 0.00% | +221+4.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,577 | $113.4K | 0.00% | +552+18.2% | Added |
| Parallel Advisors, LLC | 3,240 | $102.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,057 | $96.9K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3,025 | $95.9K | 0.03% | +3,025 | New |
| Bessemer Group Inc | 2,956 | $94.0K | 0.00% | −3,347−53.1% | Reduced |
| Atwood & Palmer Inc | 2,726 | $86.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,551 | $80.8K | 0.00% | +1,300+103.9% | Added |
| Clearstead Advisors, LLC | 2,500 | $79.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,106 | $66.7K | 0.01% | +120+6.0% | Added |
| Fifth Third Bancorp | 2,050 | $65.0K | 0.00% | +10.0% | Added |
| Anchor Investment Management, LLC | 2,000 | $63.4K | 0.01% | +2,000 | New |
| GWM Advisors LLC | 1,854 | $58.7K | 0.00% | +106+6.1% | Added |
| CWM, LLC | 1,773 | $56.0K | 0.00% | +1,502+554.2% | Added |
| Jones Financial Companies LLLP | 1,766 | $56.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $47.5K | 0.03% | −1,500−50.0% | Reduced |
| NBT Bank N A | 1,481 | $46.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,314 | $41.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,109 | $35.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,100 | $34.9K | 0.02% | +1,100 | New |
| Bryn Mawr Trust Co | 992 | $31.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 939 | $29.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 832 | $26.4K | 0.00% | +47+6.0% | Added |
| GPS Wealth Strategies Group, LLC | 779 | $24.7K | 0.00% | +51+7.0% | Added |
| Lowe Wealth Advisors, LLC | 600 | $19.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $14.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 368 | $11.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.32K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 220 | $6.97K | 0.00% | +220 | New |
| First Pacific Financial | 211 | $6.69K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 196 | $6.21K | 0.01% | +196 | New |
| IFP Advisors, Inc | 180 | $5.70K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 172 | $5.45K | 0.00% | +11+6.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $4.97K | 0.00% | +157 | New |
| Strategic Investment Solutions, Inc. | 134 | $4.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 108 | $3.42K | 0.00% | +108 | New |
| Valued Wealth Advisors LLC | 100 | $3.16K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 85 | $2.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 24 | $761 | 0.00% | +1+4.3% | Added |
| Principal Securities, Inc. | 19 | $602 | 0.00% | +19 | New |
| FMR LLC | 1 | $32 | 0.00% | +1 | New |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −8,688−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −7,743−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |