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, Q1 2025
Institutional positions in TRI-CONTINENTAL Corp as of Mar 31, 2025. 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
- 145
- −2 vs. Q4 2024
- Shares held
- 6.23M
- −436.2K (−6.5%) vs. Q4 2024
- Total value
- $191.0M
- −$20.5M (−9.7%) vs. Q4 2024
- New holders
- 9
- 34 more added
- Sold out
- 11
- 46 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 566,027 | $17.4M | 0.00% | −5,075−0.9% | Reduced |
| Lazard Asset Management LLC | 449,805 | $13.8M | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 443,834 | $13.6M | 1.66% | −21,550−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 411,702 | $12.6M | 2.39% | −290.0% | Reduced |
| UBS Group AG | 336,310 | $10.3M | 0.00% | +23,915+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 276,551 | $8.48M | 0.01% | +3,539+1.3% | Added |
| Raymond James Financial Inc | 259,625 | $7.96M | 0.00% | −65,870−20.2% | Reduced |
| Wells Fargo & Company | 254,740 | $7.81M | 0.00% | +2,711+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 205,747 | $6.31M | 0.03% | −8,096−3.8% | Reduced |
| Uncommon Cents Investing LLC | 163,916 | $5.03M | 1.47% | −2,978−1.8% | Reduced |
| Wolverine Asset Management LLC | 134,784 | $4.13M | 0.08% | +7,852+6.2% | Added |
| Cornerstone Advisory, LLC | 132,096 | $3.97M | 0.46% | +3,001+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 124,064 | $3.81M | 0.01% | −4,587−3.6% | Reduced |
| EP Wealth Advisors, LLC | 101,861 | $3.12M | 0.02% | −1,625−1.6% | Reduced |
| Stifel Financial Corp | 96,571 | $2.96M | 0.00% | +1,025+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 94,859 | $2.91M | 0.13% | −2,744−2.8% | Reduced |
| 1620 Investment Advisors, Inc. | 91,226 | $2.80M | 2.14% | +2,182+2.5% | Added |
| Shaker Financial Services, LLC | 90,287 | $2.77M | 1.08% | −73,780−45.0% | Reduced |
| Mariner, LLC | 82,728 | $2.54M | 0.00% | +1,164+1.4% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.32M | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 74,999 | $2.30M | 0.02% | −5,629−7.0% | Reduced |
| RB Capital Management, LLC | 62,999 | $1.93M | 0.47% | −188−0.3% | Reduced |
| Platform Technology Partners | 61,500 | $1.89M | 0.55% | −36,031−36.9% | Reduced |
| First Trust Advisors LP | 60,703 | $1.86M | 0.00% | +3,954+7.0% | Added |
| Commonwealth Equity Services, LLC | 58,770 | $1.80M | 0.00% | +381+0.7% | Added |
| Thrivent Financial for Lutherans | 55,107 | $1.79M | 0.00% | +3,432+6.6% | Added |
| Integrated Wealth Concepts LLC | 56,737 | $1.74M | 0.02% | −3,350−5.6% | Reduced |
| Royal Bank of Canada | 56,484 | $1.73M | 0.00% | +13,321+30.9% | Added |
| Stolper Co | 55,368 | $1.70M | 0.56% | +349+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,617 | $1.58M | 0.01% | −1,145−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 48,546 | $1.49M | 0.13% | −15,242−23.9% | Reduced |
| LPL Financial LLC | 47,985 | $1.47M | 0.00% | +4,523+10.4% | Added |
| Bank of America Corp | 42,020 | $1.29M | 0.00% | −4,129−8.9% | Reduced |
| Beckerman Institutional, LLC | 41,653 | $1.28M | 0.93% | +21+0.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 40,804 | $1.25M | 0.07% | −16,388−28.7% | Reduced |
| Whitener Capital Management, Inc. | 36,551 | $1.12M | 0.32% | −125−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 34,764 | $1.07M | 0.03% | −25,107−41.9% | Reduced |
| Altus Wealth Group LLC | 32,676 | $1.00M | 0.47% | −2,126−6.1% | Reduced |
| Albion Financial Group | 32,056 | $983.2K | 0.07% | −454−1.4% | Reduced |
| Prospera Capital Management, LLC | 29,345 | $900.0K | 0.58% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,613 | $877.5K | 0.00% | +159+0.6% | Added |
| Terry L. Blaker | 27,607 | $846.7K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 26,958 | $826.8K | 0.00% | +10.0% | Added |
| Cetera Investment Advisers | 26,149 | $802.0K | 0.00% | +666+2.6% | Added |
| Advisor Group Holdings, Inc. | 24,138 | $740.4K | 0.00% | −550−2.2% | Reduced |
| Advisors Asset Management, Inc. | 24,044 | $737.4K | 0.01% | +24,044 | New |
| Guggenheim Capital LLC | 23,729 | $727.8K | 0.01% | −1,278−5.1% | Reduced |
| We Are One Seven, LLC | 20,517 | $629.2K | 0.02% | −2,167−9.6% | Reduced |
| Kirr Marbach & Co LLC | 19,882 | $609.8K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19,028 | $583.6K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,489 | $567.1K | 0.00% | −272−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 18,481 | $566.8K | 0.03% | +18,481 | New |
| Transform Wealth, LLC | 18,437 | $565.5K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,434 | $534.7K | 0.01% | +40.0% | Added |
| Quantedge Capital Pte Ltd | 17,251 | $529.1K | 0.17% | −2,500−12.7% | Reduced |
| First PREMIER Bank | 16,574 | $508.0K | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 16,448 | $481.1K | 0.00% | +863+5.5% | Added |
| Successful Portfolios LLC | 15,613 | $478.8K | 0.33% | +8+0.1% | Added |
| JPMorgan Chase & Co | 14,966 | $459.0K | 0.00% | −3,082−17.1% | Reduced |
| GatePass Capital, LLC | 14,956 | $458.7K | 0.34% | +4,956+49.6% | Added |
| Tower Wealth Partners, Inc. | 13,852 | $424.9K | 0.23% | +121+0.9% | Added |
| Delta Capital Management LLC | 13,342 | $409.0K | 0.24% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 12,720 | $390.1K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,708 | $389.8K | 0.00% | +1,430+12.7% | Added |
| Koshinski Asset Management, Inc. | 12,510 | $383.7K | 0.03% | −910−6.8% | Reduced |
| CI Private Wealth, LLC | 12,189 | $373.9K | 0.00% | −535−4.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,189 | $373.8K | 0.03% | −20−0.2% | Reduced |
| Nations Financial Group Inc, | 12,172 | $373.3K | 0.03% | +75+0.6% | Added |
| Ameriprise Financial Inc | 12,061 | $369.9K | 0.00% | +212+1.8% | Added |
| Citadel Advisors LLC | 11,713 | $359.2K | 0.00% | −6,779−36.7% | Reduced |
| Twin Focus Capital Partners, LLC | 11,611 | $356.1K | 0.06% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 11,440 | $350.9K | 0.27% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,298 | $346.5K | 0.01% | +98+0.9% | Added |
| Pathstone Holdings, LLC | 11,291 | $346.3K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 11,064 | $339.3K | 0.02% | −590−5.1% | Reduced |
| BancFirst Trust & Investment Management | 11,061 | $338.0K | 0.17% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,005 | $337.5K | 0.16% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,894 | $334.1K | 0.10% | −76−0.7% | Reduced |
| Northern Trust Corp | 10,823 | $331.9K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,763 | $330.1K | 0.00% | −1,136−9.5% | Reduced |
| Janney Montgomery Scott LLC | 10,535 | $323.0K | 0.00% | −341−3.1% | Reduced |
| Oppenheimer & Co Inc | 9,788 | $300.2K | 0.00% | +2,043+26.4% | Added |
| Apollon Wealth Management, LLC | 9,502 | $291.4K | 0.01% | −753−7.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $284.2K | 0.01% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 9,126 | $279.9K | 0.17% | −1,281−12.3% | Reduced |
| Crews Bank & Trust | 8,509 | $261.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,265 | $253.5K | 0.01% | +88+1.1% | Added |
| Tandem Capital Management Corp | 8,100 | $248.4K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,848 | $240.7K | 0.00% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,689 | $235.8K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,459 | $228.8K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $214.3K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,928 | $212.5K | 0.01% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 6,629 | $203.3K | 0.20% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,549 | $200.9K | 0.07% | +55+0.8% | Added |
| Ancora Advisors, LLC | 5,900 | $181.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,696 | $174.7K | 0.00% | −10.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,000 | $153.3K | 0.04% | −1,000−16.7% | Reduced |
| MAI Capital Management | 4,990 | $153.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,624 | $141.6K | 0.00% | +2,858+161.8% | Added |