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, Q3 2025
Institutional positions in TRI-CONTINENTAL Corp as of Sep 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
- 154
- +7 vs. Q2 2025
- Shares held
- 6.60M
- +206.1K (+3.2%) vs. Q2 2025
- Total value
- $224.5M
- +$21.9M (+10.8%) vs. Q2 2025
- New holders
- 16
- 37 more added
- Sold out
- 9
- 41 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 647,684 | $22.0M | 0.73% | +515,716+390.8% | Added |
| Lazard Asset Management LLC | 517,626 | $17.6M | 0.02% | +67,821+15.1% | Added |
| Morgan Stanley | 500,973 | $17.0M | 0.00% | −8,468−1.7% | Reduced |
| Bard Financial Services, Inc. | 444,956 | $15.1M | 1.66% | −25,843−5.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 418,033 | $14.2M | 2.16% | +2,290+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 336,196 | $11.4M | 0.02% | +24,645+7.9% | Added |
| UBS Group AG | 293,798 | $9.99M | 0.00% | −47,074−13.8% | Reduced |
| Raymond James Financial Inc | 266,059 | $9.05M | 0.00% | +2,577+1.0% | Added |
| Wells Fargo & Company | 224,182 | $7.62M | 0.00% | −8,211−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 198,450 | $6.75M | 0.03% | −4,931−2.4% | Reduced |
| Uncommon Cents Investing LLC | 159,196 | $5.41M | 1.35% | −2,640−1.6% | Reduced |
| Cornerstone Advisory, LLC | 140,993 | $4.79M | 0.47% | +1,816+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,139 | $4.47M | 0.01% | +4,858+3.8% | Added |
| Stifel Financial Corp | 100,432 | $3.41M | 0.00% | +2,306+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 97,183 | $3.30M | 0.12% | +5,697+6.2% | Added |
| 1620 Investment Advisors, Inc. | 91,759 | $3.12M | 2.12% | +417+0.5% | Added |
| Mariner, LLC | 88,071 | $2.99M | 0.00% | +2,607+3.1% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.57M | 0.14% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 73,911 | $2.51M | 0.02% | +1,196+1.6% | Added |
| First Trust Advisors LP | 67,629 | $2.30M | 0.00% | +5,012+8.0% | Added |
| LPL Financial LLC | 64,643 | $2.20M | 0.00% | +2,513+4.0% | Added |
| Platform Technology Partners | 63,022 | $2.14M | 0.51% | 00.0% | Unchanged |
| RB Capital Management, LLC | 61,581 | $2.09M | 0.44% | +588+1.0% | Added |
| Stolper Co | 58,346 | $1.98M | 0.60% | −43−0.1% | Reduced |
| Royal Bank of Canada | 56,806 | $1.93M | 0.00% | −45−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 53,457 | $1.82M | 0.00% | −1,569−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,945 | $1.60M | 0.00% | −156−0.3% | Reduced |
| Bank of America Corp | 46,912 | $1.60M | 0.00% | +2,942+6.7% | Added |
| Beckerman Institutional, LLC | 41,017 | $1.39M | 0.82% | −483−1.2% | Reduced |
| Allworth Financial LP | 40,544 | $1.38M | 0.01% | +59+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 38,406 | $1.31M | 0.24% | +38,406 | New |
| Concurrent Investment Advisors, LLC | 38,402 | $1.31M | 0.02% | +2,959+8.3% | Added |
| Whitener Capital Management, Inc. | 33,620 | $1.14M | 0.27% | −115−0.3% | Reduced |
| Albion Financial Group | 31,156 | $1.06M | 0.06% | −446−1.4% | Reduced |
| Altus Wealth Group LLC | 30,851 | $1.05M | 0.43% | 00.0% | Unchanged |
| Prospera Capital Management, LLC | 29,345 | $997.7K | 0.48% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 28,297 | $962.1K | 0.01% | −522−1.8% | Reduced |
| HighTower Advisors, LLC | 27,646 | $940.0K | 0.00% | −20,856−43.0% | Reduced |
| Terry L. Blaker | 27,607 | $938.6K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 26,348 | $895.8K | 0.01% | +5,580+26.9% | Added |
| Thrivent Financial for Lutherans | 25,907 | $881.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 25,640 | $871.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,087 | $853.0K | 0.01% | −182−0.7% | Reduced |
| Cetera Investment Advisers | 24,699 | $839.8K | 0.00% | −454−1.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $830.1K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,348 | $785.2K | 0.00% | −5,333−18.6% | Reduced |
| We Are One Seven, LLC | 21,146 | $718.9K | 0.02% | +45+0.2% | Added |
| Kirr Marbach & Co LLC | 19,882 | $676.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19,028 | $647.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,512 | $595.4K | 0.00% | −875−4.8% | Reduced |
| Johnson Investment Counsel Inc | 17,081 | $580.8K | 0.00% | −371−2.1% | Reduced |
| First PREMIER Bank | 16,574 | $564.0K | 0.13% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 15,969 | $542.9K | 0.01% | −138,085−89.6% | Reduced |
| JPMorgan Chase & Co | 14,987 | $509.6K | 0.00% | +36+0.2% | Added |
| Successful Portfolios LLC | 14,791 | $502.9K | 0.29% | −771−5.0% | Reduced |
| GatePass Capital, LLC | 14,756 | $501.7K | 0.29% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,591 | $496.1K | 0.00% | +14,591 | New |
| Tower Wealth Partners, Inc. | 14,434 | $490.8K | 0.27% | +111+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 14,213 | $483.2K | 0.00% | +9,875+227.6% | Added |
| Cerity Partners LLC | 14,175 | $482.0K | 0.00% | +14,175 | New |
| Delta Capital Management LLC | 13,342 | $454.0K | 0.23% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,894 | $438.4K | 0.12% | +2,000+18.4% | Added |
| First Financial Bankshares Inc | 12,720 | $432.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,691 | $431.5K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 12,682 | $431.2K | 0.15% | −149,668−92.2% | Reduced |
| Twin Focus Capital Partners, LLC | 12,611 | $428.8K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,414 | $422.1K | 0.00% | −508−3.9% | Reduced |
| CI Private Wealth, LLC | 12,158 | $413.4K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,866 | $403.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,796 | $401.1K | 0.00% | +11,796 | New |
| Foundations Investment Advisors, LLC | 11,774 | $400.3K | 0.01% | +91+0.8% | Added |
| Ameriprise Financial Inc | 11,128 | $393.0K | 0.00% | −462−4.0% | Reduced |
| Koshinski Asset Management, Inc. | 11,365 | $386.4K | 0.03% | −1,118−9.0% | Reduced |
| Cora Capital Advisors LLC | 11,275 | $383.4K | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,203 | $380.9K | 0.00% | −44,074−79.7% | Reduced |
| Nations Financial Group Inc, | 11,106 | $377.6K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 11,042 | $375.4K | 0.00% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 11,061 | $375.1K | 0.14% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,273 | $349.3K | 0.23% | −1,450−12.4% | Reduced |
| Tiaa Trust, National Association | 10,136 | $344.6K | 0.00% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 9,680 | $329.1K | 0.00% | +20.0% | Added |
| BNP Paribas Arbitrage, SA | 9,655 | $328.3K | 0.00% | +8,396+666.9% | Added |
| Ferguson Wellman Capital Management, Inc | 9,266 | $315.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,762 | $297.9K | 0.01% | +44+0.5% | Added |
| Crews Bank & Trust | 8,509 | $289.3K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 8,445 | $287.1K | 0.02% | −24,844−74.6% | Reduced |
| Tandem Capital Management Corp | 8,300 | $282.2K | 0.13% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 7,751 | $263.5K | 0.14% | −15,200−66.2% | Reduced |
| Prentiss Smith & Co Inc | 7,689 | $261.4K | 0.15% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,449 | $253.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,644 | $242.8K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $237.6K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 6,641 | $225.8K | 0.01% | +6,641 | New |
| The PNC Financial Services Group, Inc. | 6,633 | $225.5K | 0.00% | −1,440−17.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,583 | $223.8K | 0.01% | +51+0.8% | Added |
| Choate Investment Advisors | 6,578 | $223.7K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 6,500 | $221.0K | 0.01% | +6,500 | New |
| Mezzasalma Advisors, LLC | 6,292 | $213.9K | 0.05% | +6,292 | New |
| Mercer Global Advisors Inc | 6,280 | $213.5K | 0.00% | +6,280 | New |
| Mascagni Wealth Management, Inc. | 6,200 | $210.8K | 0.16% | −159−2.5% | Reduced |