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, Q2 2026
Institutional positions in TRI-CONTINENTAL Corp as of Jun 30, 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
- 158
- +7 vs. Q1 2026
- Shares held
- 6.98M
- +129.0K (+1.9%) vs. Q1 2026
- Total value
- $240.3M
- +$23.6M (+10.9%) vs. Q1 2026
- New holders
- 19
- 59 more added
- Sold out
- 12
- 42 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding TRI-CONTINENTAL Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 25 | $861 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 134 | $4.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 139 | $4.77K | 0.00% | +1+0.7% | Added |
| Stone House Investment Management, LLC | 151 | $5.18K | 0.00% | +4+2.7% | Added |
| IFP Advisors, Inc | 180 | $6.20K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 200 | $6.89K | 0.00% | +5+2.6% | Added |
| First Pacific Financial | 218 | $7.50K | 0.00% | −12−5.2% | Reduced |
| SJS Investment Consulting Inc. | 231 | $7.95K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 232 | $7.99K | 0.00% | −1,407−85.8% | Reduced |
| Buck Wealth Strategies, LLC | 297 | $10.2K | 0.00% | +297 | New |
| SHP Wealth Management | 331 | $11.4K | 0.00% | +110+49.8% | Added |
| Hilltop National Bank | 370 | $12.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 616 | $21.0K | 0.00% | +14+2.3% | Added |
| Commonwealth Retirement Investments LLC | 900 | $31.0K | 0.01% | +900 | New |
| Hanson & Doremus Investment Management | 929 | $32.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 941 | $32.4K | 0.00% | +277+41.7% | Added |
| Bryn Mawr Trust Co | 992 | $34.1K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,043 | $35.9K | 0.02% | +1,043 | New |
| Armstrong Advisory Group, Inc | 1,173 | $40.4K | 0.00% | +14+1.2% | Added |
| HM Payson & Co | 1,202 | $40.9K | 0.00% | +18+1.5% | Added |
| Salem Investment Counselors Inc | 1,314 | $45.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,375 | $47.3K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,445 | $49.8K | 0.02% | +1,445 | New |
| Anchor Investment Management, LLC | 1,465 | $50.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,481 | $51.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,562 | $53.8K | 0.00% | +1,562 | New |
| Advocate Investing Services LLC | 1,673 | $57.6K | 0.04% | +24+1.5% | Added |
| Parallel Advisors, LLC | 2,040 | $70.2K | 0.00% | −1,200−37.0% | Reduced |
| Harbour Investments, Inc. | 2,225 | $76.6K | 0.00% | 00.0% | Unchanged |
| Bayban | 2,310 | $79.5K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $86.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,639 | $91.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,726 | $93.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,767 | $95.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,057 | $105.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,094 | $106.5K | 0.00% | +44+1.4% | Added |
| Central Trust Co | 3,098 | $106.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,295 | $113.4K | 0.00% | +50+1.5% | Added |
| Ancora Advisors, LLC | 3,900 | $134.2K | 0.00% | −2,000−33.9% | Reduced |
| Crews Bank & Trust | 4,434 | $152.6K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,538 | $156.2K | 0.01% | +4,538 | New |
| First Command Advisory Services, Inc. | 4,766 | $164.0K | 0.00% | +72+1.5% | Added |
| Bessemer Group Inc | 5,073 | $175.0K | 0.00% | +76+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 5,150 | $177.3K | 0.04% | +950+22.6% | Added |
| Quent Capital, LLC | 5,488 | $188.9K | 0.01% | +83+1.5% | Added |
| US Bancorp | 5,838 | $200.9K | 0.00% | +853+17.1% | Added |
| Bradley Foster & Sargent Inc | 5,963 | $205.2K | 0.00% | +5,963 | New |
| Mascagni Wealth Management, Inc. | 5,993 | $206.3K | 0.13% | +5,993 | New |
| Pinnacle Associates Ltd | 6,000 | $206.5K | 0.00% | +6,000 | New |
| Choate Investment Advisors | 6,018 | $207.1K | 0.00% | +6,018 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6,272 | $215.9K | 0.17% | +6,272 | New |
| Main Street Financial Solutions, LLC | 6,286 | $216.4K | 0.01% | +6,286 | New |
| Moneta Group Investment Advisors LLC | 6,345 | $218.4K | 0.00% | −264−4.0% | Reduced |
| Prentiss Smith & Co Inc | 6,400 | $220.3K | 0.12% | −626−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,400 | $220.3K | 0.00% | +3,110+94.5% | Added |
| Mezzasalma Advisors, LLC | 6,444 | $221.8K | 0.04% | +6,444 | New |
| Baird Financial Group, Inc. | 6,630 | $228.2K | 0.00% | +81+1.2% | Added |
| Independent Family Office, LLC | 6,987 | $240.5K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,440 | $258.9K | 0.02% | −92−1.2% | Reduced |
| Kestra Advisory Services, LLC | 7,767 | $267.4K | 0.00% | −11,263−59.2% | Reduced |
| Ameriprise Financial Inc | 7,969 | $274.3K | 0.00% | −50−0.6% | Reduced |
| Unify Financial Advisors | 8,044 | $276.9K | 0.26% | −85−1.0% | Reduced |
| Tandem Capital Management Corp | 8,300 | $285.7K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,392 | $288.8K | 0.00% | −2,729−24.5% | Reduced |
| Quantinno Capital Management LP | 8,616 | $296.6K | 0.00% | +671+8.4% | Added |
| AQR Capital Management LLC | 8,673 | $298.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,319 | $311.3K | 0.00% | +9,319 | New |
| R2 Capital Strategies, LLC | 9,067 | $312.1K | 0.14% | +9,067 | New |
| Ferguson Wellman Capital Management, Inc | 9,266 | $318.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,648 | $332.1K | 0.00% | −290−2.9% | Reduced |
| Meridian Investment Counsel Inc. | 9,755 | $335.8K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,876 | $339.9K | 0.00% | +9,876 | New |
| Oppenheimer & Co Inc | 10,051 | $346.0K | 0.00% | +41+0.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,144 | $349.1K | 0.00% | +8+0.1% | Added |
| Koshinski Asset Management, Inc. | 10,199 | $351.1K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 10,278 | $353.8K | 0.00% | +455+4.6% | Added |
| American Institute for Advanced Investment Management, LLP | 10,326 | $355.4K | 0.21% | +156+1.5% | Added |
| Uhlmann Price Securities, LLC | 10,425 | $358.8K | 0.01% | +5,032+93.3% | Added |
| NorthRock Partners, LLC | 10,447 | $359.6K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 10,847 | $373.3K | 0.00% | −488−4.3% | Reduced |
| Nations Financial Group Inc, | 11,006 | $378.9K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,068 | $380.9K | 0.00% | +11,068 | New |
| CI Private Wealth, LLC | 11,138 | $383.4K | 0.00% | −625−5.3% | Reduced |
| First Financial Bankshares Inc | 11,272 | $388.0K | 0.01% | −1,448−11.4% | Reduced |
| Level Four Advisory Services, LLC | 11,309 | $389.3K | 0.01% | +59+0.5% | Added |
| Cora Capital Advisors LLC | 12,165 | $418.7K | 0.12% | +184+1.5% | Added |
| Joel Isaacson & Co., LLC | 12,466 | $429.1K | 0.01% | +600+5.1% | Added |
| Twin Focus Capital Partners, LLC | 12,611 | $434.1K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,664 | $435.9K | 0.01% | +1,066+9.2% | Added |
| MSH Capital Advisors LLC | 12,719 | $437.8K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,748 | $438.8K | 0.00% | −2,917−18.6% | Reduced |
| Financial Plan, Inc. | 13,091 | $450.6K | 0.04% | +2,085+18.9% | Added |
| XTX Topco Ltd | 13,688 | $471.1K | 0.01% | +1,328+10.7% | Added |
| Warren Averett Asset Management, LLC | 14,153 | $487.1K | 0.00% | +1,218+9.4% | Added |
| GatePass Capital, LLC | 14,756 | $507.9K | 0.19% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,551 | $535.3K | 0.00% | +22+0.1% | Added |
| Successful Portfolios LLC | 15,389 | $546.3K | 0.26% | +184+1.2% | Added |
| Tower Wealth Partners, Inc. | 15,973 | $549.8K | 0.27% | +369+2.4% | Added |
| JPMorgan Chase & Co | 15,910 | $556.7K | 0.00% | +299+1.9% | Added |