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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 145 institutions
Q1 2021: 117 institutionsQ2 2021: 120 institutionsQ3 2021: 113 institutionsQ4 2021: 142 institutionsQ1 2022: 130 institutionsQ2 2022: 121 institutionsQ3 2022: 114 institutionsQ4 2022: 125 institutionsQ1 2023: 116 institutionsQ2 2023: 122 institutionsQ3 2023: 120 institutionsQ4 2023: 125 institutionsQ1 2024: 129 institutionsQ2 2024: 135 institutionsQ3 2024: 136 institutionsQ4 2024: 149 institutionsQ1 2025: 145 institutionsQ2 2025: 149 institutionsQ3 2025: 154 institutionsQ4 2025: 151 institutionsQ1 2026: 153 institutionsQ2 2026: 158 institutions
Value heldQ1 2025: $191.0M
Q1 2021: $211.0MQ2 2021: $228.2MQ3 2021: $230.7MQ4 2021: $236.4MQ1 2022: $229.6MQ2 2022: $179.0MQ3 2022: $167.9MQ4 2022: $167.0MQ1 2023: $170.0MQ2 2023: $178.1MQ3 2023: $174.8MQ4 2023: $190.0MQ1 2024: $203.6MQ2 2024: $201.8MQ3 2024: $232.7MQ4 2024: $218.3MQ1 2025: $191.0MQ2 2025: $205.8MQ3 2025: $224.5MQ4 2025: $219.9MQ1 2026: $217.0MQ2 2026: $240.3M
Institutions holding TY and their total value by quarter
QuarterHoldersValue
Q2 2026158$240.3M
Q1 2026153$217.0M
Q4 2025151$219.9M
Q3 2025154$224.5M
Q2 2025149$205.8M
Q1 2025145$191.0M
Q4 2024149$218.3M
Q3 2024136$232.7M
Q2 2024135$201.8M
Q1 2024129$203.6M
Q4 2023125$190.0M
Q3 2023120$174.8M
Q2 2023122$178.1M
Q1 2023116$170.0M
Q4 2022125$167.0M
Q3 2022114$167.9M
Q2 2022121$179.0M
Q1 2022130$229.6M
Q4 2021142$236.4M
Q3 2021113$230.7M
Q2 2021120$228.2M
Q1 2021117$211.0M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q4 2024.

Institutions holding TY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CIBC Private Wealth Group, LLC4,848$132.8K0.00%−49,622−91.1%Reduced
Steward Partners Investment Advisory, LLC4,329$132.8K0.00%−397−8.4%Reduced
BFSG, LLC3,406$104.5K0.01%+3,406New
Parallel Advisors, LLC3,240$99.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,206$98.3K0.00%−371−10.4%Reduced
Brown Brothers Harriman & Co3,057$93.8K0.00%00.0%Unchanged
Bessemer Group Inc2,955$91.0K0.00%−10.0%Reduced
Atwood & Palmer Inc2,726$83.6K0.01%00.0%Unchanged
Comerica Bank2,551$78.2K0.00%00.0%Unchanged
Clearstead Advisors, LLC2,500$76.7K0.00%00.0%Unchanged
McIlrath & Eck, LLC2,106$64.6K0.01%00.0%Unchanged
Anchor Investment Management, LLC2,000$61.3K0.01%00.0%Unchanged
Transce3nd, LLC1,925$59.0K0.03%−1,100−36.4%Reduced
GWM Advisors LLC1,854$56.8K0.00%00.0%Unchanged
CWM, LLC1,776$54.0K0.00%+3+0.2%Added
Costello Asset Management, INC1,575$48.3K0.02%+1,575New
First Community Trust NA1,500$46.0K0.04%00.0%Unchanged
NBT Bank N A1,481$45.4K0.00%00.0%Unchanged
Fifth Third Bancorp1,401$43.0K0.00%−649−31.7%Reduced
Salem Investment Counselors Inc1,314$40.3K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,109$35.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,105$33.9K0.00%+1,105New
Bryn Mawr Trust Co992$30.4K0.00%00.0%Unchanged
Spire Wealth Management939$28.8K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC786$24.1K0.00%+7+0.9%Added
Lowe Wealth Advisors, LLC600$18.4K0.01%00.0%Unchanged
CX Institutional557$17.0K0.00%+557New
CVA Family Office, LLC464$14.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.368$11.3K0.00%00.0%Unchanged
Flaharty Asset Management, LLC333$10.2K0.00%+333New
Harbour Investments, Inc.251$7.70K0.00%00.0%Unchanged
SJS Investment Consulting Inc.231$7.08K0.00%00.0%Unchanged
First Pacific Financial211$6.47K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA200$6.13K0.00%+200New
Putney Financial Group LLC196$6.01K0.01%00.0%Unchanged
IFP Advisors, Inc180$5.52K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.174$5.32K0.00%+2+1.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.157$4.82K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.134$4.11K0.00%00.0%Unchanged
Stone House Investment Management, LLC131$4.00K0.00%+131New
Valued Wealth Advisors LLC100$3.06K0.00%00.0%Unchanged
Sound Income Strategies, LLC85$2.62K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC64$1.96K0.00%00.0%Unchanged
Center for Financial Planning, Inc.24$7370.00%00.0%Unchanged
Principal Securities, Inc.19$6020.00%00.0%Unchanged
Sanctuary Advisors, LLC0$00.00%−68,080−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−55,242−100.0%Sold out
CNH Partners LLC0$00.00%−32,920−100.0%Sold out
Savant Capital, LLC0$00.00%−18,950−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−12,188−100.0%Sold out
JSF Financial, LLC0$00.00%−9,787−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−1,100−100.0%Sold out
Private Trust Co NA0$00.00%−832−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−220−100.0%Sold out
WPG Advisers, LLC0$00.00%−108−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
HTLF Bank––––Not filed
Hilltop National Bank––––Not filed