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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 25 | $790 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $4.23K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 138 | $4.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 147 | $4.65K | 0.00% | +1+0.7% | Added |
| Sound Income Strategies, LLC | 145 | $4.65K | 0.00% | +60+70.6% | Added |
| IFP Advisors, Inc | 180 | $5.69K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 195 | $6.17K | 0.00% | +1+0.5% | Added |
| SHP Wealth Management | 221 | $6.98K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 230 | $7.26K | 0.00% | +2+0.9% | Added |
| SJS Investment Consulting Inc. | 231 | $7.30K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 368 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $11.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $14.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 602 | $19.0K | 0.00% | +5+0.8% | Added |
| Advisory Services Network, LLC | 612 | $19.3K | 0.00% | +612 | New |
| Asset Dedication, LLC | 664 | $21.0K | 0.00% | +664 | New |
| Hanson & Doremus Investment Management | 929 | $29.0K | 0.00% | +929 | New |
| Bryn Mawr Trust Co | 992 | $31.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,159 | $36.6K | 0.00% | +6+0.5% | Added |
| HM Payson & Co | 1,184 | $40.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,314 | $41.5K | 0.00% | +1,314 | New |
| Costello Asset Management, INC | 1,375 | $43.4K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,465 | $46.3K | 0.00% | −535−26.8% | Reduced |
| NBT Bank N A | 1,481 | $46.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,639 | $51.8K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 1,649 | $52.1K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,225 | $70.3K | 0.00% | +1,974+786.5% | Added |
| McIlrath & Eck, LLC | 2,293 | $72.4K | 0.01% | 00.0% | Unchanged |
| Bayban | 2,310 | $73.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $79.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,639 | $81.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,726 | $86.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,767 | $87.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,987 | $94.4K | 0.01% | +2,987 | New |
| Northwestern Mutual Wealth Management Co | 3,050 | $96.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,057 | $96.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,098 | $97.9K | 0.00% | −1,910−38.1% | Reduced |
| Parallel Advisors, LLC | 3,240 | $102.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,245 | $102.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,290 | $103.9K | 0.00% | −5,114−60.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,200 | $132.7K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 4,434 | $140.1K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,694 | $148.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,997 | $157.0K | 0.00% | +2,196+78.4% | Added |
| US Bancorp | 4,985 | $157.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4,990 | $157.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,405 | $170.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,900 | $186.4K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 6,351 | $200.6K | 0.11% | +6,351 | New |
| CWM, LLC | 6,424 | $202.9K | 0.00% | +30.0% | Added |
| Baird Financial Group, Inc. | 6,549 | $206.9K | 0.00% | −1,303−16.6% | Reduced |
| Moneta Group Investment Advisors LLC | 6,609 | $208.8K | 0.00% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,987 | $220.7K | 0.09% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,026 | $222.0K | 0.13% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 7,440 | $235.0K | 0.01% | +7,440 | New |
| International Assets Investment Management, LLC | 7,532 | $240.9K | 0.02% | −594−7.3% | Reduced |
| Quantinno Capital Management LP | 7,945 | $251.0K | 0.00% | −623−7.3% | Reduced |
| Ameriprise Financial Inc | 8,019 | $253.3K | 0.00% | −1,016−11.2% | Reduced |
| Unify Financial Advisors | 8,129 | $256.8K | 0.27% | −155−1.9% | Reduced |
| Uhlmann Price Securities, LLC | 5,393 | $260.6K | 0.02% | +5,393 | New |
| Tandem Capital Management Corp | 8,300 | $262.2K | 0.13% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,673 | $274.0K | 0.00% | +507+6.2% | Added |
| Susquehanna International Group, LLP | 8,898 | $281.1K | 0.00% | +496+5.9% | Added |
| Ferguson Wellman Capital Management, Inc | 9,266 | $292.7K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 9,755 | $308.2K | 0.07% | 00.0% | Unchanged |
| Northern Trust Corp | 9,823 | $310.3K | 0.00% | −20.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,938 | $314.0K | 0.00% | +9,938 | New |
| Oppenheimer & Co Inc | 10,010 | $316.2K | 0.00% | +30.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,136 | $320.2K | 0.00% | +10,136 | New |
| American Institute for Advanced Investment Management, LLP | 10,170 | $321.3K | 0.21% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,199 | $322.2K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,447 | $330.0K | 0.01% | +10,447 | New |
| Financial Plan, Inc. | 11,006 | $347.7K | 0.04% | −982−8.2% | Reduced |
| Nations Financial Group Inc, | 11,006 | $347.7K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,121 | $351.3K | 0.00% | −346−3.0% | Reduced |
| Level Four Advisory Services, LLC | 11,250 | $355.4K | 0.01% | +1,892+20.2% | Added |
| SEI Investments Co | 11,335 | $358.1K | 0.00% | +11,335 | New |
| Savvy Advisors, Inc. | 11,598 | $366.4K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,763 | $371.6K | 0.00% | −229−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 11,866 | $374.8K | 0.01% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,981 | $378.5K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,360 | $390.5K | 0.01% | +4,304+53.4% | Added |
| Twin Focus Capital Partners, LLC | 12,611 | $398.4K | 0.05% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,719 | $401.8K | 0.09% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 12,720 | $401.8K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,935 | $408.6K | 0.00% | +24+0.2% | Added |
| Delta Capital Management LLC | 13,342 | $421.0K | 0.23% | 00.0% | Unchanged |
| GatePass Capital, LLC | 14,756 | $466.1K | 0.23% | 00.0% | Unchanged |
| Successful Portfolios LLC | 15,205 | $472.6K | 0.26% | +8+0.1% | Added |
| JPMorgan Chase & Co | 15,611 | $482.5K | 0.00% | −196−1.2% | Reduced |
| We Are One Seven, LLC | 15,330 | $484.3K | 0.01% | −6,520−29.8% | Reduced |
| Rockefeller Capital Management L.P. | 15,529 | $490.6K | 0.00% | +878+6.0% | Added |
| Tower Wealth Partners, Inc. | 15,604 | $492.9K | 0.27% | +140+0.9% | Added |
| Citadel Advisors LLC | 15,665 | $494.9K | 0.00% | −29,208−65.1% | Reduced |
| First PREMIER Bank | 16,574 | $524.0K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 16,925 | $534.7K | 0.00% | +50.0% | Added |
| Foundations Investment Advisors, LLC | 17,825 | $563.1K | 0.01% | +113+0.6% | Added |
| Heritage Wealth Advisors | 17,846 | $563.8K | 0.02% | −322−1.8% | Reduced |
| Cerity Partners LLC | 18,346 | $579.5K | 0.00% | +3,244+21.5% | Added |
| Kestra Advisory Services, LLC | 19,030 | $601.2K | 0.00% | +70+0.4% | Added |