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, Q1 2026
Institutional positions in TRI-CONTINENTAL Corp as of Mar 31, 2026. 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
- 153
- +3 vs. Q4 2025
- Shares held
- 6.86M
- +132.3K (+2.0%) vs. Q4 2025
- Total value
- $217.0M
- −$2.71M (−1.2%) vs. Q4 2025
- New holders
- 12
- 49 more added
- Sold out
- 9
- 35 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 735,098 | $23.2M | 0.74% | +33,497+4.8% | Added |
| Morgan Stanley | 553,797 | $17.5M | 0.00% | −8,616−1.5% | Reduced |
| Lazard Asset Management LLC | 514,535 | $16.3M | 0.03% | −3,091−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 430,043 | $13.6M | 1.95% | +9,111+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 366,014 | $11.6M | 0.02% | +31,757+9.5% | Added |
| Raymond James Financial Inc | 260,984 | $8.24M | 0.00% | −12,742−4.7% | Reduced |
| UBS Group AG | 213,270 | $6.74M | 0.00% | −48,927−18.7% | Reduced |
| Colony Group, LLC | 198,736 | $6.28M | 0.01% | +6,046+3.1% | Added |
| Umb Bank N A | 177,792 | $5.62M | 0.08% | −2,788−1.5% | Reduced |
| Wells Fargo & Company | 166,093 | $5.25M | 0.00% | −9,426−5.4% | Reduced |
| Uncommon Cents Investing LLC | 159,671 | $5.04M | 1.17% | −185−0.1% | Reduced |
| Cornerstone Advisory, LLC | 151,571 | $4.79M | 0.45% | +4,099+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 144,772 | $4.57M | 0.15% | +20,996+17.0% | Added |
| Advisor Group Holdings, Inc. | 123,077 | $3.89M | 0.01% | +98,253+395.8% | Added |
| Stifel Financial Corp | 103,652 | $3.27M | 0.00% | +3,782+3.8% | Added |
| Mariner, LLC | 96,591 | $3.05M | 0.00% | +2,677+2.9% | Added |
| Shaker Financial Services, LLC | 93,663 | $2.96M | 1.03% | +23,218+33.0% | Added |
| 1620 Investment Advisors, Inc. | 92,650 | $2.93M | 1.98% | +312+0.3% | Added |
| EP Wealth Advisors, LLC | 86,270 | $2.73M | 0.01% | −1,850−2.1% | Reduced |
| First Trust Advisors LP | 84,592 | $2.67M | 0.00% | +11,254+15.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 82,630 | $2.64M | 0.01% | −44,407−35.0% | Reduced |
| Altium Capital Management LP | 78,920 | $2.49M | 5.93% | +38,469+95.1% | Added |
| LPL Financial LLC | 78,691 | $2.49M | 0.00% | −2,612−3.2% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.39M | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 73,108 | $2.31M | 0.01% | −1,035−1.4% | Reduced |
| Platform Technology Partners | 66,996 | $2.12M | 0.41% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 61,634 | $1.95M | 0.10% | +40+0.1% | Added |
| RB Capital Management, LLC | 60,974 | $1.93M | 0.41% | −2,520−4.0% | Reduced |
| Royal Bank of Canada | 58,243 | $1.84M | 0.00% | +1,072+1.9% | Added |
| Commonwealth Equity Services, LLC | 55,259 | $1.75M | 0.00% | +1,306+2.4% | Added |
| Concurrent Investment Advisors, LLC | 49,345 | $1.56M | 0.02% | +4,533+10.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,350 | $1.53M | 0.00% | −182−0.4% | Reduced |
| Bank of America Corp | 46,881 | $1.48M | 0.00% | +53+0.1% | Added |
| Allworth Financial LP | 41,186 | $1.30M | 0.01% | +100+0.2% | Added |
| Beckerman Institutional, LLC | 39,994 | $1.26M | 0.67% | −510−1.3% | Reduced |
| Pathstone Holdings, LLC | 38,657 | $1.22M | 0.00% | +25,878+202.5% | Added |
| Quadrant Private Wealth Management, LLC | 38,406 | $1.21M | 0.19% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 38,095 | $1.20M | 0.01% | +6,457+20.4% | Added |
| Whitener Capital Management, Inc. | 33,821 | $1.07M | 0.24% | +69+0.2% | Added |
| Albion Financial Group | 30,496 | $963.4K | 0.06% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 29,614 | $935.5K | 0.38% | −568−1.9% | Reduced |
| HighTower Advisors, LLC | 29,065 | $918.1K | 0.00% | +137+0.5% | Added |
| Wolverine Asset Management LLC | 28,679 | $906.0K | 0.01% | +22,721+381.4% | Added |
| Stolper Co | 18,450 | $847.0K | 0.28% | −43,205−70.1% | Reduced |
| Creative Planning | 25,948 | $819.7K | 0.00% | +153+0.6% | Added |
| Thrivent Financial for Lutherans | 25,907 | $819.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 24,598 | $777.1K | 0.01% | −400−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,644 | $774.7K | 0.00% | +1,120+4.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $771.3K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,817 | $720.8K | 0.00% | +6,215+37.4% | Added |
| Cetera Investment Advisers | 22,608 | $714.2K | 0.00% | −460−2.0% | Reduced |
| Guggenheim Capital LLC | 21,082 | $666.0K | 0.01% | −5,811−21.6% | Reduced |
| Kirr Marbach & Co LLC | 19,882 | $628.1K | 0.11% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,030 | $601.2K | 0.00% | +70+0.4% | Added |
| Cerity Partners LLC | 18,346 | $579.5K | 0.00% | +3,244+21.5% | Added |
| Heritage Wealth Advisors | 17,846 | $563.8K | 0.02% | −322−1.8% | Reduced |
| Foundations Investment Advisors, LLC | 17,825 | $563.1K | 0.01% | +113+0.6% | Added |
| Johnson Investment Counsel Inc | 16,925 | $534.7K | 0.00% | +50.0% | Added |
| First PREMIER Bank | 16,574 | $524.0K | 0.12% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,665 | $494.9K | 0.00% | −29,208−65.1% | Reduced |
| Tower Wealth Partners, Inc. | 15,604 | $492.9K | 0.27% | +140+0.9% | Added |
| Rockefeller Capital Management L.P. | 15,529 | $490.6K | 0.00% | +878+6.0% | Added |
| We Are One Seven, LLC | 15,330 | $484.3K | 0.01% | −6,520−29.8% | Reduced |
| JPMorgan Chase & Co | 15,611 | $482.5K | 0.00% | −196−1.2% | Reduced |
| Successful Portfolios LLC | 15,205 | $472.6K | 0.26% | +8+0.1% | Added |
| GatePass Capital, LLC | 14,756 | $466.1K | 0.23% | 00.0% | Unchanged |
| Delta Capital Management LLC | 13,342 | $421.0K | 0.23% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,935 | $408.6K | 0.00% | +24+0.2% | Added |
| First Financial Bankshares Inc | 12,720 | $401.8K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,719 | $401.8K | 0.09% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 12,611 | $398.4K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,360 | $390.5K | 0.01% | +4,304+53.4% | Added |
| Cora Capital Advisors LLC | 11,981 | $378.5K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,866 | $374.8K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,763 | $371.6K | 0.00% | −229−1.9% | Reduced |
| Savvy Advisors, Inc. | 11,598 | $366.4K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 11,335 | $358.1K | 0.00% | +11,335 | New |
| Level Four Advisory Services, LLC | 11,250 | $355.4K | 0.01% | +1,892+20.2% | Added |
| Private Advisor Group, LLC | 11,121 | $351.3K | 0.00% | −346−3.0% | Reduced |
| Nations Financial Group Inc, | 11,006 | $347.7K | 0.02% | 00.0% | Unchanged |
| Financial Plan, Inc. | 11,006 | $347.7K | 0.04% | −982−8.2% | Reduced |
| NorthRock Partners, LLC | 10,447 | $330.0K | 0.01% | +10,447 | New |
| Koshinski Asset Management, Inc. | 10,199 | $322.2K | 0.02% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,170 | $321.3K | 0.21% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,136 | $320.2K | 0.00% | +10,136 | New |
| Oppenheimer & Co Inc | 10,010 | $316.2K | 0.00% | +30.0% | Added |
| Integrated Wealth Concepts LLC | 9,938 | $314.0K | 0.00% | +9,938 | New |
| Northern Trust Corp | 9,823 | $310.3K | 0.00% | −20.0% | Reduced |
| Meridian Investment Counsel Inc. | 9,755 | $308.2K | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,266 | $292.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,898 | $281.1K | 0.00% | +496+5.9% | Added |
| AQR Capital Management LLC | 8,673 | $274.0K | 0.00% | +507+6.2% | Added |
| Tandem Capital Management Corp | 8,300 | $262.2K | 0.13% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 5,393 | $260.6K | 0.02% | +5,393 | New |
| Unify Financial Advisors | 8,129 | $256.8K | 0.27% | −155−1.9% | Reduced |
| Ameriprise Financial Inc | 8,019 | $253.3K | 0.00% | −1,016−11.2% | Reduced |
| Quantinno Capital Management LP | 7,945 | $251.0K | 0.00% | −623−7.3% | Reduced |
| International Assets Investment Management, LLC | 7,532 | $240.9K | 0.02% | −594−7.3% | Reduced |
| Gateway Wealth Partners, LLC | 7,440 | $235.0K | 0.01% | +7,440 | New |
| Prentiss Smith & Co Inc | 7,026 | $222.0K | 0.13% | 00.0% | Unchanged |