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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 19 | $602 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 24 | $737 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 131 | $4.00K | 0.00% | +131 | New |
| Strategic Investment Solutions, Inc. | 134 | $4.11K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $4.82K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 174 | $5.32K | 0.00% | +2+1.2% | Added |
| IFP Advisors, Inc | 180 | $5.52K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 196 | $6.01K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 200 | $6.13K | 0.00% | +200 | New |
| First Pacific Financial | 211 | $6.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.70K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 333 | $10.2K | 0.00% | +333 | New |
| Ronald Blue Trust, Inc. | 368 | $11.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $14.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 557 | $17.0K | 0.00% | +557 | New |
| Lowe Wealth Advisors, LLC | 600 | $18.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 786 | $24.1K | 0.00% | +7+0.9% | Added |
| Spire Wealth Management | 939 | $28.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 992 | $30.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,105 | $33.9K | 0.00% | +1,105 | New |
| Armstrong Advisory Group, Inc | 1,109 | $35.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,314 | $40.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,401 | $43.0K | 0.00% | −649−31.7% | Reduced |
| NBT Bank N A | 1,481 | $45.4K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $46.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,575 | $48.3K | 0.02% | +1,575 | New |
| CWM, LLC | 1,776 | $54.0K | 0.00% | +3+0.2% | Added |
| GWM Advisors LLC | 1,854 | $56.8K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,925 | $59.0K | 0.03% | −1,100−36.4% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $61.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,106 | $64.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $76.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,551 | $78.2K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,726 | $83.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,955 | $91.0K | 0.00% | −10.0% | Reduced |
| Brown Brothers Harriman & Co | 3,057 | $93.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,206 | $98.3K | 0.00% | −371−10.4% | Reduced |
| Parallel Advisors, LLC | 3,240 | $99.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,406 | $104.5K | 0.01% | +3,406 | New |
| Steward Partners Investment Advisory, LLC | 4,329 | $132.8K | 0.00% | −397−8.4% | Reduced |
| CIBC Private Wealth Group, LLC | 4,848 | $132.8K | 0.00% | −49,622−91.1% | Reduced |
| Jones Financial Companies LLLP | 4,624 | $141.6K | 0.00% | +2,858+161.8% | Added |
| MAI Capital Management | 4,990 | $153.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,000 | $153.3K | 0.04% | −1,000−16.7% | Reduced |
| US Bancorp | 5,696 | $174.7K | 0.00% | −10.0% | Reduced |
| Ancora Advisors, LLC | 5,900 | $181.0K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,549 | $200.9K | 0.07% | +55+0.8% | Added |
| Mascagni Wealth Management, Inc. | 6,629 | $203.3K | 0.20% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,928 | $212.5K | 0.01% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $214.3K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,459 | $228.8K | 0.02% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,689 | $235.8K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,848 | $240.7K | 0.00% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,100 | $248.4K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,265 | $253.5K | 0.01% | +88+1.1% | Added |
| Crews Bank & Trust | 8,509 | $261.0K | 0.04% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 9,126 | $279.9K | 0.17% | −1,281−12.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $284.2K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,502 | $291.4K | 0.01% | −753−7.3% | Reduced |
| Oppenheimer & Co Inc | 9,788 | $300.2K | 0.00% | +2,043+26.4% | Added |
| Janney Montgomery Scott LLC | 10,535 | $323.0K | 0.00% | −341−3.1% | Reduced |
| Tiaa Trust, National Association | 10,763 | $330.1K | 0.00% | −1,136−9.5% | Reduced |
| Northern Trust Corp | 10,823 | $331.9K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,894 | $334.1K | 0.10% | −76−0.7% | Reduced |
| Cora Capital Advisors LLC | 11,005 | $337.5K | 0.16% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 11,061 | $338.0K | 0.17% | 00.0% | Unchanged |
| Readystate Asset Management LP | 11,064 | $339.3K | 0.02% | −590−5.1% | Reduced |
| Pathstone Holdings, LLC | 11,291 | $346.3K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,298 | $346.5K | 0.01% | +98+0.9% | Added |
| American Institute for Advanced Investment Management, LLP | 11,440 | $350.9K | 0.27% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 11,611 | $356.1K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,713 | $359.2K | 0.00% | −6,779−36.7% | Reduced |
| Ameriprise Financial Inc | 12,061 | $369.9K | 0.00% | +212+1.8% | Added |
| Nations Financial Group Inc, | 12,172 | $373.3K | 0.03% | +75+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,189 | $373.8K | 0.03% | −20−0.2% | Reduced |
| CI Private Wealth, LLC | 12,189 | $373.9K | 0.00% | −535−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 12,510 | $383.7K | 0.03% | −910−6.8% | Reduced |
| Warren Averett Asset Management, LLC | 12,708 | $389.8K | 0.00% | +1,430+12.7% | Added |
| First Financial Bankshares Inc | 12,720 | $390.1K | 0.01% | 00.0% | Unchanged |
| Delta Capital Management LLC | 13,342 | $409.0K | 0.24% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 13,852 | $424.9K | 0.23% | +121+0.9% | Added |
| GatePass Capital, LLC | 14,956 | $458.7K | 0.34% | +4,956+49.6% | Added |
| JPMorgan Chase & Co | 14,966 | $459.0K | 0.00% | −3,082−17.1% | Reduced |
| Successful Portfolios LLC | 15,613 | $478.8K | 0.33% | +8+0.1% | Added |
| Allworth Financial LP | 16,448 | $481.1K | 0.00% | +863+5.5% | Added |
| First PREMIER Bank | 16,574 | $508.0K | 0.13% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 17,251 | $529.1K | 0.17% | −2,500−12.7% | Reduced |
| Johnson Investment Counsel Inc | 17,434 | $534.7K | 0.01% | +40.0% | Added |
| Transform Wealth, LLC | 18,437 | $565.5K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 18,481 | $566.8K | 0.03% | +18,481 | New |
| Kestra Advisory Services, LLC | 18,489 | $567.1K | 0.00% | −272−1.4% | Reduced |
| Heritage Wealth Advisors | 19,028 | $583.6K | 0.03% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 19,882 | $609.8K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,517 | $629.2K | 0.02% | −2,167−9.6% | Reduced |
| Guggenheim Capital LLC | 23,729 | $727.8K | 0.01% | −1,278−5.1% | Reduced |
| Advisors Asset Management, Inc. | 24,044 | $737.4K | 0.01% | +24,044 | New |