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, 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
- 6.50M
- +300.9K (+4.9%) vs. Q1 2025
- Total value
- $205.8M
- +$15.7M (+8.3%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 19 | $602 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 24 | $760 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $4.24K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 135 | $4.28K | 0.00% | +4+3.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $4.97K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 179 | $5.68K | 0.00% | +5+2.9% | Added |
| Putney Financial Group LLC | 200 | $6.33K | 0.01% | +4+2.0% | Added |
| First Pacific Financial | 211 | $6.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $7.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $7.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 280 | $8.87K | 0.00% | +100+55.6% | Added |
| Ronald Blue Trust, Inc. | 368 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $11.7K | 0.00% | +370 | New |
| CVA Family Office, LLC | 464 | $14.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 557 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 812 | $25.7K | 0.00% | +26+3.3% | Added |
| Bryn Mawr Trust Co | 992 | $31.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,105 | $35.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,109 | $35.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,229 | $38.9K | 0.00% | +1,229 | New |
| Fifth Third Bancorp | 1,236 | $39.1K | 0.00% | −165−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,259 | $39.9K | 0.00% | +1,059+529.5% | Added |
| Salem Investment Counselors Inc | 1,314 | $41.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,375 | $43.5K | 0.02% | −550−28.6% | Reduced |
| NBT Bank N A | 1,481 | $46.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,575 | $49.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,786 | $57.0K | 0.00% | +10+0.6% | Added |
| GWM Advisors LLC | 1,899 | $60.1K | 0.00% | +45+2.4% | Added |
| Anchor Investment Management, LLC | 2,000 | $63.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,158 | $68.3K | 0.01% | +52+2.5% | Added |
| Jones Financial Companies LLLP | 2,356 | $74.3K | 0.00% | −2,268−49.0% | Reduced |
| Clearstead Advisors, LLC | 2,500 | $79.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,657 | $84.1K | 0.00% | +106+4.2% | Added |
| Atwood & Palmer Inc | 2,726 | $86.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,801 | $89.0K | 0.00% | −154−5.2% | Reduced |
| Citigroup Inc | 3,054 | $96.7K | 0.00% | +3,054 | New |
| Brown Brothers Harriman & Co | 3,057 | $96.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,237 | $102.5K | 0.00% | +31+1.0% | Added |
| Parallel Advisors, LLC | 3,240 | $102.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,406 | $107.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,876 | $122.7K | 0.00% | −972−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 4,000 | $126.6K | 0.01% | +4,000 | New |
| Steward Partners Investment Advisory, LLC | 4,338 | $137.3K | 0.00% | +9+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 4,600 | $145.6K | 0.04% | −400−8.0% | Reduced |
| MAI Capital Management | 4,990 | $158.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,766 | $182.6K | 0.00% | +70+1.2% | Added |
| Ancora Advisors, LLC | 5,900 | $186.8K | 0.00% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 6,359 | $201.3K | 0.17% | −270−4.1% | Reduced |
| Main Street Financial Solutions, LLC | 6,532 | $206.8K | 0.02% | +6,532 | New |
| Choate Investment Advisors | 6,578 | $208.3K | 0.00% | −350−5.1% | Reduced |
| Baird Financial Group, Inc. | 6,949 | $220.0K | 0.00% | +6,949 | New |
| Independent Family Office, LLC | 6,987 | $221.2K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,007 | $221.8K | 0.00% | +7,007 | New |
| First Command Advisory Services, Inc. | 7,449 | $235.8K | 0.00% | +7,449 | New |
| Priebe Wealth Holdings LLC | 7,577 | $239.9K | 0.21% | −1,549−17.0% | Reduced |
| Two Sigma Securities, LLC | 7,603 | $240.7K | 0.03% | +7,603 | New |
| International Assets Investment Management, LLC | 7,644 | $242.0K | 0.02% | +185+2.5% | Added |
| Prentiss Smith & Co Inc | 7,689 | $243.4K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,073 | $255.6K | 0.00% | +225+2.9% | Added |
| Citadel Advisors LLC | 8,255 | $261.4K | 0.00% | −3,458−29.5% | Reduced |
| Tandem Capital Management Corp | 8,300 | $262.8K | 0.13% | +200+2.5% | Added |
| Crews Bank & Trust | 8,509 | $269.4K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,718 | $276.0K | 0.01% | +453+5.5% | Added |
| Ferguson Wellman Capital Management, Inc | 9,266 | $293.4K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,678 | $306.4K | 0.00% | −110−1.1% | Reduced |
| Tiaa Trust, National Association | 10,137 | $320.9K | 0.00% | −626−5.8% | Reduced |
| MSH Capital Advisors LLC | 10,894 | $344.9K | 0.10% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 11,061 | $349.0K | 0.16% | 00.0% | Unchanged |
| Northern Trust Corp | 11,042 | $349.6K | 0.00% | +219+2.0% | Added |
| Nations Financial Group Inc, | 11,106 | $351.6K | 0.02% | −1,066−8.8% | Reduced |
| Cora Capital Advisors LLC | 11,275 | $357.0K | 0.16% | +270+2.5% | Added |
| Ameriprise Financial Inc | 11,590 | $366.9K | 0.00% | −471−3.9% | Reduced |
| Foundations Investment Advisors, LLC | 11,683 | $369.9K | 0.01% | +385+3.4% | Added |
| American Institute for Advanced Investment Management, LLP | 11,723 | $371.1K | 0.26% | +283+2.5% | Added |
| Joel Isaacson & Co., LLC | 11,866 | $375.7K | 0.02% | −6,615−35.8% | Reduced |
| CI Private Wealth, LLC | 12,158 | $384.9K | 0.00% | −31−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 12,483 | $395.2K | 0.03% | −27−0.2% | Reduced |
| Twin Focus Capital Partners, LLC | 12,611 | $399.3K | 0.06% | +1,000+8.6% | Added |
| Pathstone Holdings, LLC | 12,691 | $401.8K | 0.00% | +1,400+12.4% | Added |
| First Financial Bankshares Inc | 12,720 | $402.7K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,922 | $409.1K | 0.00% | +214+1.7% | Added |
| Delta Capital Management LLC | 13,342 | $422.0K | 0.24% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,222 | $450.3K | 0.00% | +14,222 | New |
| Tower Wealth Partners, Inc. | 14,323 | $453.5K | 0.27% | +471+3.4% | Added |
| GatePass Capital, LLC | 14,756 | $467.2K | 0.31% | −200−1.3% | Reduced |
| JPMorgan Chase & Co | 14,951 | $473.3K | 0.00% | −15−0.1% | Reduced |
| Successful Portfolios LLC | 15,562 | $492.7K | 0.30% | −51−0.3% | Reduced |
| First PREMIER Bank | 16,574 | $525.0K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,452 | $552.5K | 0.00% | +18+0.1% | Added |
| Kestra Advisory Services, LLC | 18,387 | $582.1K | 0.00% | −102−0.6% | Reduced |
| Heritage Wealth Advisors | 19,028 | $602.4K | 0.03% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 19,882 | $629.5K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,768 | $657.5K | 0.01% | +20,768 | New |
| Cornerstone Advisors, LLC | 21,078 | $667.3K | 0.02% | +21,078 | New |
| We Are One Seven, LLC | 21,101 | $668.1K | 0.02% | +584+2.8% | Added |
| Quantedge Capital Pte Ltd | 22,951 | $726.6K | 0.67% | +5,700+33.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $773.0K | 0.04% | −16,388−40.2% | Reduced |