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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 25,153 | $796.4K | 0.00% | −996−3.8% | Reduced |
| Advisors Asset Management, Inc. | 25,269 | $800.0K | 0.01% | +1,225+5.1% | Added |
| Creative Planning | 25,640 | $811.8K | 0.00% | −1,318−4.9% | Reduced |
| Thrivent Financial for Lutherans | 25,907 | $820.0K | 0.00% | −29,200−53.0% | Reduced |
| Terry L. Blaker | 27,607 | $874.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,681 | $908.3K | 0.00% | +4,543+18.8% | Added |
| Guggenheim Capital LLC | 28,819 | $912.4K | 0.01% | +5,090+21.5% | Added |
| Prospera Capital Management, LLC | 29,345 | $929.1K | 0.51% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 30,851 | $976.7K | 0.43% | −1,825−5.6% | Reduced |
| Albion Financial Group | 31,602 | $1.00M | 0.07% | −454−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 33,289 | $1.05M | 0.08% | −15,257−31.4% | Reduced |
| Whitener Capital Management, Inc. | 33,735 | $1.07M | 0.28% | −2,816−7.7% | Reduced |
| Concurrent Investment Advisors, LLC | 35,443 | $1.12M | 0.02% | +679+2.0% | Added |
| Readystate Asset Management LP | 35,835 | $1.13M | 0.05% | +24,771+223.9% | Added |
| Allworth Financial LP | 40,485 | $1.28M | 0.01% | +24,037+146.1% | Added |
| Beckerman Institutional, LLC | 41,500 | $1.31M | 0.87% | −153−0.4% | Reduced |
| Bank of America Corp | 43,970 | $1.39M | 0.00% | +1,950+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,101 | $1.49M | 0.00% | −4,516−8.7% | Reduced |
| HighTower Advisors, LLC | 48,502 | $1.54M | 0.00% | +19,889+69.5% | Added |
| Commonwealth Equity Services, LLC | 55,026 | $1.74M | 0.00% | −3,744−6.4% | Reduced |
| Integrated Wealth Concepts LLC | 55,277 | $1.75M | 0.02% | −1,460−2.6% | Reduced |
| Royal Bank of Canada | 56,851 | $1.80M | 0.00% | +367+0.6% | Added |
| Stolper Co | 58,389 | $1.85M | 0.61% | +3,021+5.5% | Added |
| RB Capital Management, LLC | 60,993 | $1.93M | 0.44% | −2,006−3.2% | Reduced |
| LPL Financial LLC | 62,130 | $1.97M | 0.00% | +14,145+29.5% | Added |
| First Trust Advisors LP | 62,617 | $1.98M | 0.00% | +1,914+3.2% | Added |
| Platform Technology Partners | 63,022 | $2.00M | 0.52% | +1,522+2.5% | Added |
| D.A. Davidson & Co. | 72,715 | $2.30M | 0.02% | −2,284−3.0% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.39M | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 85,464 | $2.71M | 0.00% | +2,736+3.3% | Added |
| 1620 Investment Advisors, Inc. | 91,342 | $2.89M | 2.05% | +116+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 91,486 | $2.90M | 0.12% | −3,373−3.6% | Reduced |
| EP Wealth Advisors, LLC | 93,327 | $2.95M | 0.02% | −8,534−8.4% | Reduced |
| Stifel Financial Corp | 98,126 | $3.11M | 0.00% | +1,555+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 126,281 | $4.05M | 0.01% | +2,217+1.8% | Added |
| Saba Capital Management, L.P. | 131,968 | $4.18M | 0.11% | +131,968 | New |
| Cornerstone Advisory, LLC | 139,177 | $4.41M | 0.47% | +7,081+5.4% | Added |
| Wolverine Asset Management LLC | 154,054 | $4.88M | 0.08% | +19,270+14.3% | Added |
| Uncommon Cents Investing LLC | 161,836 | $5.12M | 1.37% | −2,080−1.3% | Reduced |
| Shaker Financial Services, LLC | 162,350 | $5.14M | 1.86% | +72,063+79.8% | Added |
| Kovitz Investment Group Partners, LLC | 203,381 | $6.44M | 0.03% | −2,366−1.1% | Reduced |
| Wells Fargo & Company | 232,393 | $7.36M | 0.00% | −22,347−8.8% | Reduced |
| Raymond James Financial Inc | 263,482 | $8.34M | 0.00% | +3,857+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 311,551 | $9.86M | 0.02% | +35,000+12.7% | Added |
| UBS Group AG | 340,872 | $10.8M | 0.00% | +4,562+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 415,743 | $13.2M | 2.20% | +4,041+1.0% | Added |
| Lazard Asset Management LLC | 449,805 | $14.2M | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 470,799 | $14.9M | 1.78% | +26,965+6.1% | Added |
| Morgan Stanley | 509,441 | $16.1M | 0.00% | −56,586−10.0% | Reduced |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,535−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −9,502−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −6,549−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Transform Wealth, LLC | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |