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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 24,138 | $740.4K | 0.00% | −550−2.2% | Reduced |
| Cetera Investment Advisers | 26,149 | $802.0K | 0.00% | +666+2.6% | Added |
| Creative Planning | 26,958 | $826.8K | 0.00% | +10.0% | Added |
| Terry L. Blaker | 27,607 | $846.7K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,613 | $877.5K | 0.00% | +159+0.6% | Added |
| Prospera Capital Management, LLC | 29,345 | $900.0K | 0.58% | 00.0% | Unchanged |
| Albion Financial Group | 32,056 | $983.2K | 0.07% | −454−1.4% | Reduced |
| Altus Wealth Group LLC | 32,676 | $1.00M | 0.47% | −2,126−6.1% | Reduced |
| Concurrent Investment Advisors, LLC | 34,764 | $1.07M | 0.03% | −25,107−41.9% | Reduced |
| Whitener Capital Management, Inc. | 36,551 | $1.12M | 0.32% | −125−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 40,804 | $1.25M | 0.07% | −16,388−28.7% | Reduced |
| Beckerman Institutional, LLC | 41,653 | $1.28M | 0.93% | +21+0.1% | Added |
| Bank of America Corp | 42,020 | $1.29M | 0.00% | −4,129−8.9% | Reduced |
| LPL Financial LLC | 47,985 | $1.47M | 0.00% | +4,523+10.4% | Added |
| Landscape Capital Management, L.L.C. | 48,546 | $1.49M | 0.13% | −15,242−23.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,617 | $1.58M | 0.01% | −1,145−2.2% | Reduced |
| Stolper Co | 55,368 | $1.70M | 0.56% | +349+0.6% | Added |
| Royal Bank of Canada | 56,484 | $1.73M | 0.00% | +13,321+30.9% | Added |
| Integrated Wealth Concepts LLC | 56,737 | $1.74M | 0.02% | −3,350−5.6% | Reduced |
| Thrivent Financial for Lutherans | 55,107 | $1.79M | 0.00% | +3,432+6.6% | Added |
| Commonwealth Equity Services, LLC | 58,770 | $1.80M | 0.00% | +381+0.7% | Added |
| First Trust Advisors LP | 60,703 | $1.86M | 0.00% | +3,954+7.0% | Added |
| Platform Technology Partners | 61,500 | $1.89M | 0.55% | −36,031−36.9% | Reduced |
| RB Capital Management, LLC | 62,999 | $1.93M | 0.47% | −188−0.3% | Reduced |
| D.A. Davidson & Co. | 74,999 | $2.30M | 0.02% | −5,629−7.0% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.32M | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 82,728 | $2.54M | 0.00% | +1,164+1.4% | Added |
| Shaker Financial Services, LLC | 90,287 | $2.77M | 1.08% | −73,780−45.0% | Reduced |
| 1620 Investment Advisors, Inc. | 91,226 | $2.80M | 2.14% | +2,182+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 94,859 | $2.91M | 0.13% | −2,744−2.8% | Reduced |
| Stifel Financial Corp | 96,571 | $2.96M | 0.00% | +1,025+1.1% | Added |
| EP Wealth Advisors, LLC | 101,861 | $3.12M | 0.02% | −1,625−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 124,064 | $3.81M | 0.01% | −4,587−3.6% | Reduced |
| Cornerstone Advisory, LLC | 132,096 | $3.97M | 0.46% | +3,001+2.3% | Added |
| Wolverine Asset Management LLC | 134,784 | $4.13M | 0.08% | +7,852+6.2% | Added |
| Uncommon Cents Investing LLC | 163,916 | $5.03M | 1.47% | −2,978−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 205,747 | $6.31M | 0.03% | −8,096−3.8% | Reduced |
| Wells Fargo & Company | 254,740 | $7.81M | 0.00% | +2,711+1.1% | Added |
| Raymond James Financial Inc | 259,625 | $7.96M | 0.00% | −65,870−20.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 276,551 | $8.48M | 0.01% | +3,539+1.3% | Added |
| UBS Group AG | 336,310 | $10.3M | 0.00% | +23,915+7.7% | Added |
| Blue Bell Private Wealth Management, LLC | 411,702 | $12.6M | 2.39% | −290.0% | Reduced |
| Bard Financial Services, Inc. | 443,834 | $13.6M | 1.66% | −21,550−4.6% | Reduced |
| Lazard Asset Management LLC | 449,805 | $13.8M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 566,027 | $17.4M | 0.00% | −5,075−0.9% | Reduced |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −68,080−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −55,242−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −32,920−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −18,950−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −12,188−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −9,787−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| HTLF Bank | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |