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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 16,574 | $570.0K | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 16,592 | $571.1K | 0.00% | −333−2.0% | Reduced |
| Guggenheim Capital LLC | 17,696 | $609.1K | 0.00% | −3,386−16.1% | Reduced |
| Cerity Partners LLC | 17,810 | $613.0K | 0.00% | −536−2.9% | Reduced |
| Heritage Wealth Advisors | 17,846 | $614.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,105 | $623.2K | 0.00% | −4,712−20.7% | Reduced |
| Foundations Investment Advisors, LLC | 18,125 | $623.8K | 0.01% | +300+1.7% | Added |
| Cetera Investment Advisers | 18,857 | $649.1K | 0.00% | −3,751−16.6% | Reduced |
| Kirr Marbach & Co LLC | 19,882 | $684.3K | 0.12% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 20,465 | $704.4K | 0.29% | +20,465 | New |
| Atlas Wealth LLC | 22,782 | $784.2K | 0.11% | +22,782 | New |
| Baltimore-Washington Financial Advisors, Inc. | 24,416 | $840.4K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 24,609 | $847.0K | 0.01% | +110.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,598 | $881.1K | 0.00% | +954+3.9% | Added |
| Creative Planning | 26,383 | $908.1K | 0.00% | +435+1.7% | Added |
| Altus Wealth Group LLC | 29,314 | $1.01M | 0.36% | −300−1.0% | Reduced |
| We Are One Seven, LLC | 29,426 | $1.01M | 0.02% | +14,096+92.0% | Added |
| HighTower Advisors, LLC | 29,663 | $1.02M | 0.00% | +598+2.1% | Added |
| Thrivent Financial for Lutherans | 29,889 | $1.03M | 0.00% | +3,982+15.4% | Added |
| Albion Financial Group | 29,946 | $1.03M | 0.06% | −550−1.8% | Reduced |
| Whitener Capital Management, Inc. | 31,386 | $1.08M | 0.23% | −2,435−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 32,677 | $1.12M | 0.00% | −22,582−40.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,960 | $1.34M | 0.01% | +865+2.3% | Added |
| Beckerman Institutional, LLC | 40,036 | $1.38M | 0.66% | +42+0.1% | Added |
| Allworth Financial LP | 41,186 | $1.42M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,989 | $1.51M | 0.00% | −4,361−9.0% | Reduced |
| Bank of America Corp | 47,553 | $1.64M | 0.00% | +672+1.4% | Added |
| Royal Bank of Canada | 50,968 | $1.75M | 0.00% | −7,275−12.5% | Reduced |
| Concurrent Investment Advisors, LLC | 51,920 | $1.79M | 0.02% | +2,575+5.2% | Added |
| Pathstone Holdings, LLC | 55,935 | $1.93M | 0.01% | +17,278+44.7% | Added |
| Evolve Private Wealth, LLC | 57,423 | $1.98M | 0.12% | −4,211−6.8% | Reduced |
| RB Capital Management, LLC | 61,076 | $2.10M | 0.41% | +102+0.2% | Added |
| Stolper Co | 65,324 | $2.25M | 0.58% | +46,874+254.1% | Added |
| D.A. Davidson & Co. | 66,669 | $2.29M | 0.01% | −6,439−8.8% | Reduced |
| Platform Technology Partners | 68,034 | $2.34M | 0.38% | +1,038+1.5% | Added |
| EP Wealth Advisors, LLC | 75,065 | $2.58M | 0.01% | −11,205−13.0% | Reduced |
| Capstone Financial Advisors, Inc. | 75,513 | $2.60M | 0.13% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 80,682 | $2.86M | 0.00% | −1,948−2.4% | Reduced |
| First Trust Advisors LP | 83,694 | $2.88M | 0.00% | −898−1.1% | Reduced |
| Altium Capital Management LP | 86,458 | $2.98M | 6.27% | +7,538+9.6% | Added |
| 1620 Investment Advisors, Inc. | 90,360 | $3.11M | 1.93% | −2,290−2.5% | Reduced |
| LPL Financial LLC | 91,759 | $3.16M | 0.00% | +13,068+16.6% | Added |
| Stifel Financial Corp | 103,544 | $3.56M | 0.00% | −108−0.1% | Reduced |
| Mariner, LLC | 111,679 | $3.84M | 0.00% | +15,088+15.6% | Added |
| Advisor Group Holdings, Inc. | 127,904 | $4.40M | 0.01% | +4,827+3.9% | Added |
| Wells Fargo & Company | 147,471 | $5.08M | 0.00% | −18,622−11.2% | Reduced |
| Cornerstone Advisory, LLC | 155,211 | $5.34M | 0.44% | +3,640+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 156,550 | $5.39M | 0.15% | +11,778+8.1% | Added |
| Uncommon Cents Investing LLC | 159,026 | $5.47M | 1.19% | −645−0.4% | Reduced |
| Umb Bank N A | 163,808 | $5.64M | 0.07% | −13,984−7.9% | Reduced |
| Colony Group, LLC | 187,432 | $6.45M | 0.01% | −11,304−5.7% | Reduced |
| UBS Group AG | 226,335 | $7.79M | 0.00% | +13,065+6.1% | Added |
| Raymond James Financial Inc | 249,337 | $8.58M | 0.00% | −11,647−4.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 429,902 | $14.8M | 1.84% | −1410.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 445,614 | $15.3M | 0.02% | +79,600+21.7% | Added |
| Morgan Stanley | 543,357 | $18.7M | 0.00% | −10,440−1.9% | Reduced |
| Lazard Asset Management LLC | 671,046 | $23.1M | 0.03% | +156,511+30.4% | Added |
| Saba Capital Management, L.P. | 689,725 | $23.7M | 0.73% | −45,373−6.2% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −93,663−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −38,406−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,679−100.0% | Sold out |
| Delta Capital Management LLC | 0 | $0 | 0.00% | −13,342−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |