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 $241.8M in total; no superinvestor holds it.
Other share classesTY.P
13F holders, Q2 2025
Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 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
- 149
- +6 vs. Q1 2025
- Shares held
- 6.55M
- +357.7K (+5.8%) vs. Q1 2025
- Total value
- $207.6M
- +$17.5M (+9.2%) vs. Q1 2025
- New holders
- 13
- 53 more added
- Sold out
- 7
- 41 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $241.8M |
| Q1 2026 | 153 | $217.0M |
| Q4 2025 | 151 | $220.0M |
| Q3 2025 | 154 | $225.0M |
| Q2 2025 | 149 | $207.6M |
| Q1 2025 | 145 | $191.0M |
| Q4 2024 | 149 | $218.3M |
| Q3 2024 | 136 | $233.1M |
| Q2 2024 | 135 | $201.9M |
| Q1 2024 | 129 | $237.1M |
| Q4 2023 | 125 | $207.8M |
| Q3 2023 | 120 | $174.9M |
| Q2 2023 | 122 | $178.1M |
| Q1 2023 | 116 | $176.8M |
| Q4 2022 | 125 | $167.0M |
| Q3 2022 | 114 | $168.2M |
| Q2 2022 | 121 | $179.0M |
| Q1 2022 | 130 | $229.6M |
| Q4 2021 | 142 | $238.5M |
| Q3 2021 | 113 | $230.9M |
| Q2 2021 | 120 | $228.2M |
| Q1 2021 | 117 | $211.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 509,441 | $16.1M | 0.00% | −56,586−10.0% | Reduced |
| Bard Financial Services, Inc. | 470,799 | $14.9M | 1.78% | +26,965+6.1% | Added |
| Lazard Asset Management LLC | 449,805 | $14.2M | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 415,743 | $13.2M | 2.20% | +4,041+1.0% | Added |
| UBS Group AG | 340,872 | $10.8M | 0.00% | +4,562+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 311,551 | $9.86M | 0.02% | +35,000+12.7% | Added |
| Raymond James Financial Inc | 263,482 | $8.34M | 0.00% | +3,857+1.5% | Added |
| Wells Fargo & Company | 232,393 | $7.36M | 0.00% | −22,347−8.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 203,381 | $6.44M | 0.03% | −2,366−1.1% | Reduced |
| Shaker Financial Services, LLC | 162,350 | $5.14M | 1.86% | +72,063+79.8% | Added |
| Uncommon Cents Investing LLC | 161,836 | $5.12M | 1.37% | −2,080−1.3% | Reduced |
| Wolverine Asset Management LLC | 154,054 | $4.88M | 0.08% | +19,270+14.3% | Added |
| Cornerstone Advisory, LLC | 139,177 | $4.41M | 0.47% | +7,081+5.4% | Added |
| Saba Capital Management, L.P. | 131,968 | $4.18M | 0.11% | +131,968 | New |
| Wealth Enhancement Advisory Services, LLC | 126,281 | $4.05M | 0.01% | +2,217+1.8% | Added |
| Royal Bank of Canada | 113,702 | $3.60M | 0.00% | +57,218+101.3% | Added |
| Stifel Financial Corp | 98,126 | $3.11M | 0.00% | +1,555+1.6% | Added |
| EP Wealth Advisors, LLC | 93,327 | $2.95M | 0.02% | −8,534−8.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 91,486 | $2.90M | 0.12% | −3,373−3.6% | Reduced |
| 1620 Investment Advisors, Inc. | 91,342 | $2.89M | 2.05% | +116+0.1% | Added |
| Mariner, LLC | 85,464 | $2.71M | 0.00% | +2,736+3.3% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.39M | 0.14% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 72,715 | $2.30M | 0.02% | −2,284−3.0% | Reduced |
| Platform Technology Partners | 63,022 | $2.00M | 0.52% | +1,522+2.5% | Added |
| First Trust Advisors LP | 62,617 | $1.98M | 0.00% | +1,914+3.2% | Added |
| LPL Financial LLC | 62,130 | $1.97M | 0.00% | +14,145+29.5% | Added |
| RB Capital Management, LLC | 60,993 | $1.93M | 0.44% | −2,006−3.2% | Reduced |
| Stolper Co | 58,389 | $1.85M | 0.61% | +3,021+5.5% | Added |
| Integrated Wealth Concepts LLC | 55,277 | $1.75M | 0.02% | −1,460−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 55,026 | $1.74M | 0.00% | −3,744−6.4% | Reduced |
| HighTower Advisors, LLC | 48,502 | $1.54M | 0.00% | +19,889+69.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,101 | $1.49M | 0.00% | −4,516−8.7% | Reduced |
| Bank of America Corp | 43,970 | $1.39M | 0.00% | +1,950+4.6% | Added |
| Beckerman Institutional, LLC | 41,500 | $1.31M | 0.87% | −153−0.4% | Reduced |
| Allworth Financial LP | 40,485 | $1.28M | 0.01% | +24,037+146.1% | Added |
| Readystate Asset Management LP | 35,835 | $1.13M | 0.05% | +24,771+223.9% | Added |
| Concurrent Investment Advisors, LLC | 35,443 | $1.12M | 0.02% | +679+2.0% | Added |
| Whitener Capital Management, Inc. | 33,735 | $1.07M | 0.28% | −2,816−7.7% | Reduced |
| Landscape Capital Management, L.L.C. | 33,289 | $1.05M | 0.08% | −15,257−31.4% | Reduced |
| Albion Financial Group | 31,602 | $1.00M | 0.07% | −454−1.4% | Reduced |
| Altus Wealth Group LLC | 30,851 | $976.7K | 0.43% | −1,825−5.6% | Reduced |
| Prospera Capital Management, LLC | 29,345 | $929.1K | 0.51% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 28,819 | $912.4K | 0.01% | +5,090+21.5% | Added |
| Advisor Group Holdings, Inc. | 28,681 | $908.3K | 0.00% | +4,543+18.8% | Added |
| Terry L. Blaker | 27,607 | $874.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 25,907 | $820.0K | 0.00% | −29,200−53.0% | Reduced |
| Creative Planning | 25,640 | $811.8K | 0.00% | −1,318−4.9% | Reduced |
| Advisors Asset Management, Inc. | 25,269 | $800.0K | 0.01% | +1,225+5.1% | Added |
| Cetera Investment Advisers | 25,153 | $796.4K | 0.00% | −996−3.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $773.0K | 0.04% | −16,388−40.2% | Reduced |
| Quantedge Capital Pte Ltd | 22,951 | $726.6K | 0.67% | +5,700+33.0% | Added |
| We Are One Seven, LLC | 21,101 | $668.1K | 0.02% | +584+2.8% | Added |
| Cornerstone Advisors, LLC | 21,078 | $667.3K | 0.02% | +21,078 | New |
| Wiley Bros.-Aintree Capital, LLC | 20,768 | $657.5K | 0.01% | +20,768 | New |
| Kirr Marbach & Co LLC | 19,882 | $629.5K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19,028 | $602.4K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,387 | $582.1K | 0.00% | −102−0.6% | Reduced |
| Johnson Investment Counsel Inc | 17,452 | $552.5K | 0.00% | +18+0.1% | Added |
| First PREMIER Bank | 16,574 | $525.0K | 0.13% | 00.0% | Unchanged |
| Successful Portfolios LLC | 15,562 | $492.7K | 0.30% | −51−0.3% | Reduced |
| JPMorgan Chase & Co | 14,951 | $473.3K | 0.00% | −15−0.1% | Reduced |
| GatePass Capital, LLC | 14,756 | $467.2K | 0.31% | −200−1.3% | Reduced |
| Tower Wealth Partners, Inc. | 14,323 | $453.5K | 0.27% | +471+3.4% | Added |
| Jane Street Group, LLC | 14,222 | $450.3K | 0.00% | +14,222 | New |
| Delta Capital Management LLC | 13,342 | $422.0K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,922 | $409.1K | 0.00% | +214+1.7% | Added |
| First Financial Bankshares Inc | 12,720 | $402.7K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,691 | $401.8K | 0.00% | +1,400+12.4% | Added |
| Twin Focus Capital Partners, LLC | 12,611 | $399.3K | 0.06% | +1,000+8.6% | Added |
| Koshinski Asset Management, Inc. | 12,483 | $395.2K | 0.03% | −27−0.2% | Reduced |
| CI Private Wealth, LLC | 12,158 | $384.9K | 0.00% | −31−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 11,866 | $375.7K | 0.02% | −6,615−35.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 11,723 | $371.1K | 0.26% | +283+2.5% | Added |
| Foundations Investment Advisors, LLC | 11,683 | $369.9K | 0.01% | +385+3.4% | Added |
| Ameriprise Financial Inc | 11,590 | $366.9K | 0.00% | −471−3.9% | Reduced |
| Cora Capital Advisors LLC | 11,275 | $357.0K | 0.16% | +270+2.5% | Added |
| Nations Financial Group Inc, | 11,106 | $351.6K | 0.02% | −1,066−8.8% | Reduced |
| Northern Trust Corp | 11,042 | $349.6K | 0.00% | +219+2.0% | Added |
| BancFirst Trust & Investment Management | 11,061 | $349.0K | 0.16% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,894 | $344.9K | 0.10% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,137 | $320.9K | 0.00% | −626−5.8% | Reduced |
| Oppenheimer & Co Inc | 9,678 | $306.4K | 0.00% | −110−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $293.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,718 | $276.0K | 0.01% | +453+5.5% | Added |
| Crews Bank & Trust | 8,509 | $269.4K | 0.04% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,300 | $262.8K | 0.13% | +200+2.5% | Added |
| Citadel Advisors LLC | 8,255 | $261.4K | 0.00% | −3,458−29.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,073 | $255.6K | 0.00% | +225+2.9% | Added |
| Prentiss Smith & Co Inc | 7,689 | $243.4K | 0.14% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,644 | $242.0K | 0.02% | +185+2.5% | Added |
| Two Sigma Securities, LLC | 7,603 | $240.7K | 0.03% | +7,603 | New |
| Priebe Wealth Holdings LLC | 7,577 | $239.9K | 0.21% | −1,549−17.0% | Reduced |
| First Command Advisory Services, Inc. | 7,449 | $235.8K | 0.00% | +7,449 | New |
| Susquehanna International Group, LLP | 7,007 | $221.8K | 0.00% | +7,007 | New |
| Independent Family Office, LLC | 6,987 | $221.2K | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,949 | $220.0K | 0.00% | +6,949 | New |
| Choate Investment Advisors | 6,578 | $208.3K | 0.00% | −350−5.1% | Reduced |
| Main Street Financial Solutions, LLC | 6,532 | $206.8K | 0.02% | +6,532 | New |
| Mascagni Wealth Management, Inc. | 6,359 | $201.3K | 0.17% | −270−4.1% | Reduced |
| Ancora Advisors, LLC | 5,900 | $186.8K | 0.00% | 00.0% | Unchanged |