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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 21,850 | $713.6K | 0.01% | +704+3.3% | Added |
| Cetera Investment Advisers | 23,068 | $753.4K | 0.00% | −1,631−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,524 | $768.3K | 0.00% | −2,824−10.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $797.4K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,824 | $810.9K | 0.00% | +1,476+6.3% | Added |
| Advisors Asset Management, Inc. | 24,998 | $816.4K | 0.01% | −89−0.4% | Reduced |
| Creative Planning | 25,795 | $842.5K | 0.00% | +155+0.6% | Added |
| Thrivent Financial for Lutherans | 25,907 | $847.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 26,893 | $878.3K | 0.01% | −1,404−5.0% | Reduced |
| HighTower Advisors, LLC | 28,928 | $944.8K | 0.00% | +1,282+4.6% | Added |
| Altus Wealth Group LLC | 30,182 | $985.7K | 0.39% | −669−2.2% | Reduced |
| Albion Financial Group | 30,496 | $996.0K | 0.06% | −660−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,638 | $1.03M | 0.01% | +17,425+122.6% | Added |
| Whitener Capital Management, Inc. | 33,752 | $1.10M | 0.25% | +132+0.4% | Added |
| Quadrant Private Wealth Management, LLC | 38,406 | $1.25M | 0.21% | 00.0% | Unchanged |
| Altium Capital Management LP | 40,451 | $1.32M | 5.22% | +40,451 | New |
| Beckerman Institutional, LLC | 40,504 | $1.32M | 0.74% | −513−1.3% | Reduced |
| Allworth Financial LP | 41,086 | $1.34M | 0.01% | +542+1.3% | Added |
| Concurrent Investment Advisors, LLC | 44,812 | $1.46M | 0.02% | +6,410+16.7% | Added |
| Citadel Advisors LLC | 44,873 | $1.47M | 0.00% | +44,873 | New |
| Bank of America Corp | 46,828 | $1.53M | 0.00% | −84−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,532 | $1.58M | 0.00% | +1,587+3.4% | Added |
| Commonwealth Equity Services, LLC | 53,953 | $1.76M | 0.00% | +496+0.9% | Added |
| Royal Bank of Canada | 57,171 | $1.87M | 0.00% | +365+0.6% | Added |
| Evolve Private Wealth, LLC | 61,594 | $2.01M | 0.12% | +61,594 | New |
| Stolper Co | 61,655 | $2.01M | 0.59% | +3,309+5.7% | Added |
| RB Capital Management, LLC | 63,494 | $2.07M | 0.42% | +1,913+3.1% | Added |
| Platform Technology Partners | 66,996 | $2.19M | 0.47% | +3,974+6.3% | Added |
| Shaker Financial Services, LLC | 70,445 | $2.30M | 0.73% | +57,763+455.5% | Added |
| First Trust Advisors LP | 73,338 | $2.40M | 0.00% | +5,709+8.4% | Added |
| D.A. Davidson & Co. | 74,143 | $2.42M | 0.01% | +232+0.3% | Added |
| Capstone Financial Advisors, Inc. | 75,513 | $2.47M | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 81,303 | $2.66M | 0.00% | +16,660+25.8% | Added |
| EP Wealth Advisors, LLC | 88,120 | $2.88M | 0.01% | +88,120 | New |
| 1620 Investment Advisors, Inc. | 92,338 | $3.02M | 2.01% | +579+0.6% | Added |
| Mariner, LLC | 93,914 | $3.07M | 0.00% | +5,843+6.6% | Added |
| Stifel Financial Corp | 99,870 | $3.26M | 0.00% | −562−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 123,776 | $4.04M | 0.14% | +26,593+27.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,037 | $4.19M | 0.01% | −4,102−3.1% | Reduced |
| Cornerstone Advisory, LLC | 147,472 | $4.82M | 0.46% | +6,479+4.6% | Added |
| Uncommon Cents Investing LLC | 159,856 | $5.22M | 1.26% | +660+0.4% | Added |
| Wells Fargo & Company | 175,519 | $5.73M | 0.00% | −48,663−21.7% | Reduced |
| Umb Bank N A | 180,580 | $5.90M | 0.08% | +180,580 | New |
| Colony Group, LLC | 192,690 | $6.29M | 0.01% | +192,690 | New |
| UBS Group AG | 262,197 | $8.56M | 0.00% | −31,601−10.8% | Reduced |
| Raymond James Financial Inc | 273,726 | $8.94M | 0.00% | +7,667+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 334,257 | $10.9M | 0.02% | −1,939−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 420,932 | $13.7M | 2.02% | +2,899+0.7% | Added |
| Lazard Asset Management LLC | 517,626 | $16.9M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 562,413 | $18.4M | 0.00% | +61,440+12.3% | Added |
| Saba Capital Management, L.P. | 701,601 | $22.9M | 0.77% | +53,917+8.3% | Added |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −198,450−100.0% | Sold out |
| Prospera Capital Management, LLC | 0 | $0 | 0.00% | −29,345−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −27,607−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,203−100.0% | Sold out |
| BancFirst Trust & Investment Management | 0 | $0 | 0.00% | −11,061−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,445−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −7,751−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −6,641−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Mascagni Wealth Management, Inc. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |