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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 25 | $817 | 0.00% | +1+4.2% | Added |
| Sound Income Strategies, LLC | 85 | $2.82K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $4.38K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 138 | $4.49K | 0.00% | −1,761−92.7% | Reduced |
| Stone House Investment Management, LLC | 146 | $4.76K | 0.00% | +10+7.4% | Added |
| IFP Advisors, Inc | 180 | $5.88K | 0.00% | −301−62.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 194 | $6.33K | 0.00% | +13+7.2% | Added |
| SHP Wealth Management | 221 | $7.22K | 0.00% | +221 | New |
| First Pacific Financial | 228 | $7.44K | 0.00% | +15+7.0% | Added |
| SJS Investment Consulting Inc. | 231 | $7.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $8.20K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 368 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $12.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $15.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 597 | $19.0K | 0.00% | +40+7.2% | Added |
| Commonwealth Retirement Investments LLC | 900 | $29.4K | 0.01% | +900 | New |
| Bryn Mawr Trust Co | 992 | $32.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,153 | $37.7K | 0.00% | +40+3.6% | Added |
| HM Payson & Co | 1,184 | $40.3K | 0.00% | +70+6.3% | Added |
| Costello Asset Management, INC | 1,375 | $44.9K | 0.01% | −200−12.7% | Reduced |
| NBT Bank N A | 1,481 | $48.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,639 | $53.5K | 0.00% | +1,639 | New |
| Advocate Investing Services LLC | 1,649 | $53.8K | 0.05% | +1,649 | New |
| Anchor Investment Management, LLC | 2,000 | $65.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,293 | $74.9K | 0.01% | +135+6.3% | Added |
| Bayban | 2,310 | $75.4K | 0.07% | +2,310 | New |
| Clearstead Advisors, LLC | 2,500 | $81.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,639 | $86.2K | 0.00% | +283+12.0% | Added |
| Atwood & Palmer Inc | 2,726 | $89.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,767 | $90.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,801 | $91.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,050 | $99.6K | 0.00% | +176+6.1% | Added |
| Brown Brothers Harriman & Co | 3,057 | $99.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,240 | $105.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,245 | $106.0K | 0.00% | +191+6.3% | Added |
| CIBC Private Wealth Group, LLC | 3,876 | $126.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,200 | $137.2K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 4,434 | $144.8K | 0.02% | −4,075−47.9% | Reduced |
| First Command Advisory Services, Inc. | 4,694 | $153.3K | 0.00% | −2,755−37.0% | Reduced |
| US Bancorp | 4,985 | $162.8K | 0.00% | −661−11.7% | Reduced |
| MAI Capital Management | 4,990 | $163.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5,008 | $163.6K | 0.00% | +5,008 | New |
| Quent Capital, LLC | 5,405 | $176.5K | 0.01% | +5,405 | New |
| Ancora Advisors, LLC | 5,900 | $192.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,958 | $194.6K | 0.00% | −10,011−62.7% | Reduced |
| Retirement Income Solutions, Inc | 6,213 | $202.9K | 0.03% | +6,213 | New |
| Mezzasalma Advisors, LLC | 6,249 | $203.9K | 0.05% | −43−0.7% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6,272 | $204.8K | 0.19% | +6,272 | New |
| Main Street Financial Solutions, LLC | 6,286 | $205.3K | 0.02% | −297−4.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 6,338 | $207.0K | 0.12% | +6,338 | New |
| CWM, LLC | 6,421 | $210.0K | 0.00% | +3,136+95.5% | Added |
| Choate Investment Advisors | 6,578 | $214.8K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,609 | $215.8K | 0.00% | +6,609 | New |
| Independent Family Office, LLC | 6,987 | $228.2K | 0.10% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,026 | $229.5K | 0.14% | −663−8.6% | Reduced |
| Baird Financial Group, Inc. | 7,852 | $256.4K | 0.00% | +1,776+29.2% | Added |
| XTX Topco Ltd | 8,056 | $263.1K | 0.01% | +8,056 | New |
| International Assets Investment Management, LLC | 8,126 | $265.4K | 0.02% | +482+6.3% | Added |
| AQR Capital Management LLC | 8,166 | $266.7K | 0.00% | +8,166 | New |
| Unify Financial Advisors | 8,284 | $270.6K | 0.28% | +8,284 | New |
| Tandem Capital Management Corp | 8,300 | $271.1K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,402 | $274.4K | 0.00% | +8,402 | New |
| BNP Paribas Arbitrage, SA | 8,404 | $274.5K | 0.00% | −1,251−13.0% | Reduced |
| Quantinno Capital Management LP | 8,568 | $279.9K | 0.00% | +8,568 | New |
| Ameriprise Financial Inc | 9,035 | $295.1K | 0.00% | −2,093−18.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,266 | $302.6K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 9,358 | $305.6K | 0.01% | +596+6.8% | Added |
| Meridian Investment Counsel Inc. | 9,755 | $318.6K | 0.08% | +9,755 | New |
| Northern Trust Corp | 9,825 | $320.9K | 0.00% | −1,217−11.0% | Reduced |
| Oppenheimer & Co Inc | 10,007 | $326.8K | 0.00% | +327+3.4% | Added |
| Tiaa Trust, National Association | 10,136 | $331.0K | 0.00% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,170 | $332.1K | 0.21% | −103−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 10,199 | $333.1K | 0.02% | −1,166−10.3% | Reduced |
| Nations Financial Group Inc, | 11,006 | $359.5K | 0.02% | −100−0.9% | Reduced |
| Private Advisor Group, LLC | 11,467 | $374.5K | 0.00% | −329−2.8% | Reduced |
| Savvy Advisors, Inc. | 11,598 | $378.8K | 0.01% | +11,598 | New |
| Joel Isaacson & Co., LLC | 11,866 | $387.5K | 0.01% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,981 | $391.3K | 0.15% | +706+6.3% | Added |
| Financial Plan, Inc. | 11,988 | $391.5K | 0.04% | +11,988 | New |
| CI Private Wealth, LLC | 11,992 | $391.7K | 0.00% | −166−1.4% | Reduced |
| Twin Focus Capital Partners, LLC | 12,611 | $411.9K | 0.05% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,719 | $415.4K | 0.09% | −175−1.4% | Reduced |
| First Financial Bankshares Inc | 12,720 | $415.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,779 | $417.4K | 0.00% | +88+0.7% | Added |
| Warren Averett Asset Management, LLC | 12,911 | $421.7K | 0.00% | +497+4.0% | Added |
| Delta Capital Management LLC | 13,342 | $436.0K | 0.24% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,651 | $478.5K | 0.00% | +60+0.4% | Added |
| GatePass Capital, LLC | 14,756 | $481.9K | 0.25% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,102 | $493.2K | 0.00% | +927+6.5% | Added |
| Tower Wealth Partners, Inc. | 15,464 | $505.1K | 0.28% | +1,030+7.1% | Added |
| Successful Portfolios LLC | 15,197 | $505.4K | 0.26% | +406+2.7% | Added |
| JPMorgan Chase & Co | 15,807 | $516.3K | 0.00% | +820+5.5% | Added |
| First PREMIER Bank | 16,574 | $541.0K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,602 | $542.2K | 0.00% | +9,969+150.3% | Added |
| Johnson Investment Counsel Inc | 16,920 | $552.6K | 0.00% | −161−0.9% | Reduced |
| Jane Street Group, LLC | 17,171 | $560.8K | 0.00% | +17,171 | New |
| Foundations Investment Advisors, LLC | 17,712 | $578.5K | 0.01% | +5,938+50.4% | Added |
| Heritage Wealth Advisors | 18,168 | $593.4K | 0.02% | −860−4.5% | Reduced |
| Kestra Advisory Services, LLC | 18,960 | $619.2K | 0.00% | +1,448+8.3% | Added |
| Kirr Marbach & Co LLC | 19,882 | $649.3K | 0.12% | 00.0% | Unchanged |