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, Q4 2025
Institutional positions in TRI-CONTINENTAL Corp as of Dec 31, 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
- 151
- −2 vs. Q3 2025
- Shares held
- 6.73M
- +572.2K (+9.3%) vs. Q3 2025
- Total value
- $219.9M
- +$10.5M (+5.0%) vs. Q3 2025
- New holders
- 26
- 54 more added
- Sold out
- 28
- 34 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 701,601 | $22.9M | 0.77% | +53,917+8.3% | Added |
| Morgan Stanley | 562,413 | $18.4M | 0.00% | +61,440+12.3% | Added |
| Lazard Asset Management LLC | 517,626 | $16.9M | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 420,932 | $13.7M | 2.02% | +2,899+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 334,257 | $10.9M | 0.02% | −1,939−0.6% | Reduced |
| Raymond James Financial Inc | 273,726 | $8.94M | 0.00% | +7,667+2.9% | Added |
| UBS Group AG | 262,197 | $8.56M | 0.00% | −31,601−10.8% | Reduced |
| Colony Group, LLC | 192,690 | $6.29M | 0.01% | +192,690 | New |
| Umb Bank N A | 180,580 | $5.90M | 0.08% | +180,580 | New |
| Wells Fargo & Company | 175,519 | $5.73M | 0.00% | −48,663−21.7% | Reduced |
| Uncommon Cents Investing LLC | 159,856 | $5.22M | 1.26% | +660+0.4% | Added |
| Cornerstone Advisory, LLC | 147,472 | $4.82M | 0.46% | +6,479+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,037 | $4.19M | 0.01% | −4,102−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 123,776 | $4.04M | 0.14% | +26,593+27.4% | Added |
| Stifel Financial Corp | 99,870 | $3.26M | 0.00% | −562−0.6% | Reduced |
| Mariner, LLC | 93,914 | $3.07M | 0.00% | +5,843+6.6% | Added |
| 1620 Investment Advisors, Inc. | 92,338 | $3.02M | 2.01% | +579+0.6% | Added |
| EP Wealth Advisors, LLC | 88,120 | $2.88M | 0.01% | +88,120 | New |
| LPL Financial LLC | 81,303 | $2.66M | 0.00% | +16,660+25.8% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.47M | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 74,143 | $2.42M | 0.01% | +232+0.3% | Added |
| First Trust Advisors LP | 73,338 | $2.40M | 0.00% | +5,709+8.4% | Added |
| Shaker Financial Services, LLC | 70,445 | $2.30M | 0.73% | +57,763+455.5% | Added |
| Platform Technology Partners | 66,996 | $2.19M | 0.47% | +3,974+6.3% | Added |
| RB Capital Management, LLC | 63,494 | $2.07M | 0.42% | +1,913+3.1% | Added |
| Stolper Co | 61,655 | $2.01M | 0.59% | +3,309+5.7% | Added |
| Evolve Private Wealth, LLC | 61,594 | $2.01M | 0.12% | +61,594 | New |
| Royal Bank of Canada | 57,171 | $1.87M | 0.00% | +365+0.6% | Added |
| Commonwealth Equity Services, LLC | 53,953 | $1.76M | 0.00% | +496+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,532 | $1.58M | 0.00% | +1,587+3.4% | Added |
| Bank of America Corp | 46,828 | $1.53M | 0.00% | −84−0.2% | Reduced |
| Citadel Advisors LLC | 44,873 | $1.47M | 0.00% | +44,873 | New |
| Concurrent Investment Advisors, LLC | 44,812 | $1.46M | 0.02% | +6,410+16.7% | Added |
| Allworth Financial LP | 41,086 | $1.34M | 0.01% | +542+1.3% | Added |
| Beckerman Institutional, LLC | 40,504 | $1.32M | 0.74% | −513−1.3% | Reduced |
| Altium Capital Management LP | 40,451 | $1.32M | 5.22% | +40,451 | New |
| Quadrant Private Wealth Management, LLC | 38,406 | $1.25M | 0.21% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 33,752 | $1.10M | 0.25% | +132+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 31,638 | $1.03M | 0.01% | +17,425+122.6% | Added |
| Albion Financial Group | 30,496 | $996.0K | 0.06% | −660−2.1% | Reduced |
| Altus Wealth Group LLC | 30,182 | $985.7K | 0.39% | −669−2.2% | Reduced |
| HighTower Advisors, LLC | 28,928 | $944.8K | 0.00% | +1,282+4.6% | Added |
| Guggenheim Capital LLC | 26,893 | $878.3K | 0.01% | −1,404−5.0% | Reduced |
| Thrivent Financial for Lutherans | 25,907 | $847.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 25,795 | $842.5K | 0.00% | +155+0.6% | Added |
| Advisors Asset Management, Inc. | 24,998 | $816.4K | 0.01% | −89−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,824 | $810.9K | 0.00% | +1,476+6.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $797.4K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 23,524 | $768.3K | 0.00% | −2,824−10.7% | Reduced |
| Cetera Investment Advisers | 23,068 | $753.4K | 0.00% | −1,631−6.6% | Reduced |
| We Are One Seven, LLC | 21,850 | $713.6K | 0.01% | +704+3.3% | Added |
| Kirr Marbach & Co LLC | 19,882 | $649.3K | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,960 | $619.2K | 0.00% | +1,448+8.3% | Added |
| Heritage Wealth Advisors | 18,168 | $593.4K | 0.02% | −860−4.5% | Reduced |
| Foundations Investment Advisors, LLC | 17,712 | $578.5K | 0.01% | +5,938+50.4% | Added |
| Jane Street Group, LLC | 17,171 | $560.8K | 0.00% | +17,171 | New |
| Johnson Investment Counsel Inc | 16,920 | $552.6K | 0.00% | −161−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 16,602 | $542.2K | 0.00% | +9,969+150.3% | Added |
| First PREMIER Bank | 16,574 | $541.0K | 0.12% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,807 | $516.3K | 0.00% | +820+5.5% | Added |
| Successful Portfolios LLC | 15,197 | $505.4K | 0.26% | +406+2.7% | Added |
| Tower Wealth Partners, Inc. | 15,464 | $505.1K | 0.28% | +1,030+7.1% | Added |
| Cerity Partners LLC | 15,102 | $493.2K | 0.00% | +927+6.5% | Added |
| GatePass Capital, LLC | 14,756 | $481.9K | 0.25% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,651 | $478.5K | 0.00% | +60+0.4% | Added |
| Delta Capital Management LLC | 13,342 | $436.0K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,911 | $421.7K | 0.00% | +497+4.0% | Added |
| Pathstone Holdings, LLC | 12,779 | $417.4K | 0.00% | +88+0.7% | Added |
| First Financial Bankshares Inc | 12,720 | $415.4K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,719 | $415.4K | 0.09% | −175−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 12,611 | $411.9K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,992 | $391.7K | 0.00% | −166−1.4% | Reduced |
| Financial Plan, Inc. | 11,988 | $391.5K | 0.04% | +11,988 | New |
| Cora Capital Advisors LLC | 11,981 | $391.3K | 0.15% | +706+6.3% | Added |
| Joel Isaacson & Co., LLC | 11,866 | $387.5K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,598 | $378.8K | 0.01% | +11,598 | New |
| Private Advisor Group, LLC | 11,467 | $374.5K | 0.00% | −329−2.8% | Reduced |
| Nations Financial Group Inc, | 11,006 | $359.5K | 0.02% | −100−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 10,199 | $333.1K | 0.02% | −1,166−10.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,170 | $332.1K | 0.21% | −103−1.0% | Reduced |
| Tiaa Trust, National Association | 10,136 | $331.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,007 | $326.8K | 0.00% | +327+3.4% | Added |
| Northern Trust Corp | 9,825 | $320.9K | 0.00% | −1,217−11.0% | Reduced |
| Meridian Investment Counsel Inc. | 9,755 | $318.6K | 0.08% | +9,755 | New |
| Level Four Advisory Services, LLC | 9,358 | $305.6K | 0.01% | +596+6.8% | Added |
| Ferguson Wellman Capital Management, Inc | 9,266 | $302.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,035 | $295.1K | 0.00% | −2,093−18.8% | Reduced |
| Quantinno Capital Management LP | 8,568 | $279.9K | 0.00% | +8,568 | New |
| BNP Paribas Arbitrage, SA | 8,404 | $274.5K | 0.00% | −1,251−13.0% | Reduced |
| Susquehanna International Group, LLP | 8,402 | $274.4K | 0.00% | +8,402 | New |
| Tandem Capital Management Corp | 8,300 | $271.1K | 0.12% | 00.0% | Unchanged |
| Unify Financial Advisors | 8,284 | $270.6K | 0.28% | +8,284 | New |
| AQR Capital Management LLC | 8,166 | $266.7K | 0.00% | +8,166 | New |
| International Assets Investment Management, LLC | 8,126 | $265.4K | 0.02% | +482+6.3% | Added |
| XTX Topco Ltd | 8,056 | $263.1K | 0.01% | +8,056 | New |
| Baird Financial Group, Inc. | 7,852 | $256.4K | 0.00% | +1,776+29.2% | Added |
| Prentiss Smith & Co Inc | 7,026 | $229.5K | 0.14% | −663−8.6% | Reduced |
| Independent Family Office, LLC | 6,987 | $228.2K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,609 | $215.8K | 0.00% | +6,609 | New |
| Choate Investment Advisors | 6,578 | $214.8K | 0.00% | 00.0% | Unchanged |