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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 14,987 | $509.6K | 0.00% | +36+0.2% | Added |
| Wolverine Asset Management LLC | 15,969 | $542.9K | 0.01% | −138,085−89.6% | Reduced |
| First PREMIER Bank | 16,574 | $564.0K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,081 | $580.8K | 0.00% | −371−2.1% | Reduced |
| Kestra Advisory Services, LLC | 17,512 | $595.4K | 0.00% | −875−4.8% | Reduced |
| Heritage Wealth Advisors | 19,028 | $647.0K | 0.03% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 19,882 | $676.0K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,146 | $718.9K | 0.02% | +45+0.2% | Added |
| Advisor Group Holdings, Inc. | 23,348 | $785.2K | 0.00% | −5,333−18.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $830.1K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,699 | $839.8K | 0.00% | −454−1.8% | Reduced |
| Advisors Asset Management, Inc. | 25,087 | $853.0K | 0.01% | −182−0.7% | Reduced |
| Creative Planning | 25,640 | $871.7K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 25,907 | $881.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 26,348 | $895.8K | 0.01% | +5,580+26.9% | Added |
| Terry L. Blaker | 27,607 | $938.6K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 27,646 | $940.0K | 0.00% | −20,856−43.0% | Reduced |
| Guggenheim Capital LLC | 28,297 | $962.1K | 0.01% | −522−1.8% | Reduced |
| Prospera Capital Management, LLC | 29,345 | $997.7K | 0.48% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 30,851 | $1.05M | 0.43% | 00.0% | Unchanged |
| Albion Financial Group | 31,156 | $1.06M | 0.06% | −446−1.4% | Reduced |
| Whitener Capital Management, Inc. | 33,620 | $1.14M | 0.27% | −115−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 38,402 | $1.31M | 0.02% | +2,959+8.3% | Added |
| Quadrant Private Wealth Management, LLC | 38,406 | $1.31M | 0.24% | +38,406 | New |
| Allworth Financial LP | 40,544 | $1.38M | 0.01% | +59+0.1% | Added |
| Beckerman Institutional, LLC | 41,017 | $1.39M | 0.82% | −483−1.2% | Reduced |
| Bank of America Corp | 46,912 | $1.60M | 0.00% | +2,942+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,945 | $1.60M | 0.00% | −156−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 53,457 | $1.82M | 0.00% | −1,569−2.9% | Reduced |
| Royal Bank of Canada | 56,806 | $1.93M | 0.00% | −45−0.1% | Reduced |
| Stolper Co | 58,346 | $1.98M | 0.60% | −43−0.1% | Reduced |
| RB Capital Management, LLC | 61,581 | $2.09M | 0.44% | +588+1.0% | Added |
| Platform Technology Partners | 63,022 | $2.14M | 0.51% | 00.0% | Unchanged |
| LPL Financial LLC | 64,643 | $2.20M | 0.00% | +2,513+4.0% | Added |
| First Trust Advisors LP | 67,629 | $2.30M | 0.00% | +5,012+8.0% | Added |
| D.A. Davidson & Co. | 73,911 | $2.51M | 0.02% | +1,196+1.6% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.57M | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 88,071 | $2.99M | 0.00% | +2,607+3.1% | Added |
| 1620 Investment Advisors, Inc. | 91,759 | $3.12M | 2.12% | +417+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 97,183 | $3.30M | 0.12% | +5,697+6.2% | Added |
| Stifel Financial Corp | 100,432 | $3.41M | 0.00% | +2,306+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,139 | $4.47M | 0.01% | +4,858+3.8% | Added |
| Cornerstone Advisory, LLC | 140,993 | $4.79M | 0.47% | +1,816+1.3% | Added |
| Uncommon Cents Investing LLC | 159,196 | $5.41M | 1.35% | −2,640−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 198,450 | $6.75M | 0.03% | −4,931−2.4% | Reduced |
| Wells Fargo & Company | 224,182 | $7.62M | 0.00% | −8,211−3.5% | Reduced |
| Raymond James Financial Inc | 266,059 | $9.05M | 0.00% | +2,577+1.0% | Added |
| UBS Group AG | 293,798 | $9.99M | 0.00% | −47,074−13.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 336,196 | $11.4M | 0.02% | +24,645+7.9% | Added |
| Blue Bell Private Wealth Management, LLC | 418,033 | $14.2M | 2.16% | +2,290+0.6% | Added |
| Bard Financial Services, Inc. | 444,956 | $15.1M | 1.66% | −25,843−5.5% | Reduced |
| Morgan Stanley | 500,973 | $17.0M | 0.00% | −8,468−1.7% | Reduced |
| Lazard Asset Management LLC | 517,626 | $17.6M | 0.02% | +67,821+15.1% | Added |
| Saba Capital Management, L.P. | 647,684 | $22.0M | 0.73% | +515,716+390.8% | Added |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −35,835−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,222−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,007−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Priebe Wealth Holdings LLC | – | – | – | – | Not filed |