Tri-ContinentalTY

13F holders, Q2 2026 (June 30)
158holders +5
18new positions
12sold out
2famous investors
$34.44avg. 13F price*

At the end of Q2 2026, 158 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, up 5 from Q1 2026. 18 opened new positions and 12 sold out. The largest holders were Saba Capital Management, L.P. ($23.7M), Lazard Asset Management LLC ($23.1M) and Morgan Stanley ($18.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Tri-Continental Corp.
CUSIP
895436103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 129Q1 2024Q2 2024: 135Q2 2024Q3 2024: 136Q3 2024Q4 2024: 149Q4 2024Q1 2025: 145Q1 2025Q2 2025: 149Q2 2025Q3 2025: 154Q3 2025Q4 2025: 151Q4 2025Q1 2026: 153Q1 2026Q2 2026: 158Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$4.3M
Exits12$6.5M

All 13F filers, Q1 2026 → Q2 2026: 540,771 shares bought and 420,853 shares sold, net +119,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 158 holders

Saba Capital Management, L.P. 0.73% Reduce -6.2% 689,725 $23.7M
Lazard Asset Management LLC 0.04% Add +30.4% 671,046 $23.1M
Morgan Stanley 0.00% Reduce -1.9% 543,357 $18.7M
Allspring Global Investments Holdings, LLC 0.02% Add +21.8% 445,614 $15.3M
Blue Bell Private Wealth Management, LLC 1.84% Reduce -0.0% 429,902 $14.8M
Raymond James Financial Inc. 0.00% Reduce -4.5% 249,337 $8.6M
UBS Group AG 0.00% Add +6.1% 226,335 $7.8M
Focus Partners Wealth 0.01% Reduce -5.7% 187,432 $6.5M
UMB Bank, n.a. 0.07% Reduce -7.9% 163,808 $5.6M
Uncommon Cents Investing LLC 1.19% Reduce -0.4% 159,026 $5.5M
Hennion & Walsh Asset Management, Inc. 0.15% Add +8.1% 156,550 $5.4M
Cornerstone Advisory, LLC 0.44% Add +2.4% 155,211 $5.3M
Wells Fargo & Company 0.00% Reduce -11.2% 147,471 $5.1M
Osaic Holdings, Inc. 0.01% Add +3.9% 127,904 $4.4M
Mariner, LLC 0.00% Add +15.6% 111,679 $3.8M
Stifel Financial Corp. 0.00% Reduce -0.1% 103,544 $3.6M
LPL Financial LLC 0.00% Add +16.6% 91,759 $3.2M
1620 Investment Advisors, Inc. 1.93% Reduce -2.5% 90,360 $3.1M
Altium Capital Management LLC 6.27% Add +9.6% 86,458 $3.0M
First Trust Advisors LP 0.00% Reduce -1.1% 83,694 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.4% 80,682 $2.9M
Capstone Financial Advisors, Inc. 0.13% No change 75,513 $2.6M
EP Wealth Advisors, LLC 0.01% Reduce -13.0% 75,065 $2.6M
Platform Technology Partners 0.38% Add +1.6% 68,034 $2.3M
D.A. Davidson & Co. 0.01% Reduce -8.8% 66,669 $2.3M
Stolper Co 0.58% Add +254.1% 65,324 $2.2M
RB Capital Management, LLC 0.43% Add +0.2% 61,076 $2.1M
Evolve Private Wealth, LLC 0.12% Reduce -6.8% 57,423 $2.0M
Pathstone Holdings, LLC 0.01% Add +44.7% 55,935 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +5.2% 51,920 $1.8M
Royal Bank of Canada 0.00% Reduce -12.5% 50,968 $1.8M
Bank of America Corp. 0.00% Add +1.4% 47,553 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.0% 43,989 $1.5M
Allworth Financial LP 0.01% No change 41,186 $1.4M
Beckerman Institutional, LLC 0.66% Add +0.1% 40,036 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +2.3% 38,960 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -40.9% 32,677 $1.1M
Whitener Capital Management, Inc. 0.23% Reduce -7.2% 31,386 $1.1M
Albion Financial Group 0.06% Reduce -1.8% 29,946 $1.0M
Thrivent Financial for Lutherans 0.00% Add +15.4% 29,889 $1.0M
HighTower Advisors, LLC 0.00% Add +2.1% 29,663 $1.0M
Mgo One Seven LLC 0.02% Add +92.0% 29,426 $1.0M
Altus Wealth Group LLC 0.36% Reduce -1.0% 29,314 $1.0M
Creative Planning 0.00% Add +1.7% 26,383 $908K
&partners 0.00% Add +3.9% 25,598 $881K
Advisors Asset Management, Inc. 0.01% Add +0.0% 24,609 $847K
Baltimore-Washington Financial Advisors, Inc. 0.03% No change 24,416 $840K
Atlas Wealth LLC 0.13% New 22,782 $784K
Westbourne Investments, Inc. 0.29% New 20,465 $704K
Kirr Marbach & Co. LLC 0.12% No change 19,882 $684K
Cetera Investment Advisers 0.00% Reduce -16.6% 18,857 $649K
Foundations Investment Advisors, LLC 0.01% Add +1.7% 18,125 $624K
PNC Financial Services Group, Inc. 0.00% Reduce -20.6% 18,105 $623K
Heritage Wealth Advisors 0.02% No change 17,846 $614K
Cerity Partners LLC 0.00% Reduce -2.9% 17,810 $613K
Guggenheim Capital LLC 0.00% Reduce -16.1% 17,696 $609K
Johnson Investment Counsel Inc. 0.00% Reduce -2.0% 16,592 $571K
First PREMIER Bank 0.09% No change 16,574 $570K
JPMorgan Chase & Co. 0.00% Add +1.9% 15,910 $557K
Tower Wealth Partners, Inc. 0.27% Add +2.4% 15,973 $550K
Successful Portfolios LLC 0.26% Add +1.2% 15,389 $546K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 15,551 $535K
GatePass Capital, LLC 0.20% No change 14,756 $508K
Waverly Advisors, LLC 0.00% Add +9.4% 14,153 $487K
XTX Topco Ltd 0.01% Add +10.7% 13,688 $471K
Financial Plan, Inc. 0.04% Add +18.9% 13,091 $451K
Citadel Advisors 0.00% Reduce -18.6% 12,748 $439K
MSH Capital Advisors LLC 0.08% No change 12,719 $438K
Savvy Advisors, Inc. 0.01% Add +9.2% 12,664 $436K
Twin Focus Capital Partners, LLC 0.04% No change 12,611 $434K
Joel Isaacson & Co., LLC 0.01% Add +5.1% 12,466 $429K
Cora Capital Advisors LLC 0.12% Add +1.5% 12,165 $419K
Level Four Advisory Services, LLC 0.01% Add +0.5% 11,309 $389K
First Financial Bankshares Inc 0.01% Reduce -11.4% 11,272 $388K
Corient Private Wealth LP 0.00% Reduce -5.3% 11,138 $383K
Mercer Global Advisors Inc. 0.00% New 11,068 $381K
Nations Financial Group Inc, /Ia/ 0.02% No change 11,006 $379K
Sei Investments Co. 0.00% Reduce -4.3% 10,847 $373K
NorthRock Partners, LLC 0.01% No change 10,447 $360K
Uhlmann Price Securities, LLC 0.01% Add +93.3% 10,425 $359K
American Institute for Advanced Investment Management, LLP 0.21% Add +1.5% 10,326 $355K
Northern Trust Corp. 0.00% Add +4.6% 10,278 $354K
Koshinski Asset Management, Inc. 0.02% No change 10,199 $351K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +0.1% 10,144 $349K
Oppenheimer & Co. Inc. 0.00% Add +0.4% 10,051 $346K
Engineers Gate Manager LP 0.00% New 9,876 $340K
Meridian Investment Counsel Inc. 0.07% No change 9,755 $336K
Integrated Wealth Concepts LLC 0.00% Reduce -2.9% 9,648 $332K
Ferguson Wellman Capital Management, Inc. 0.00% No change 9,266 $319K
R2 Capital Strategies, LLC 0.14% — 9,067 $312K
Savant Capital, LLC 0.00% New 9,319 $311K
AQR Capital Management 0.00% No change 8,673 $299K
Quantinno Capital Management LP 0.00% Add +8.4% 8,616 $297K
Private Advisor Group, LLC 0.00% Reduce -24.5% 8,392 $289K
Tandem Capital Management Corp. 0.12% No change 8,300 $286K
Unify Financial Advisors 0.26% Reduce -1.1% 8,044 $277K
Ameriprise Financial Inc. 0.00% Reduce -0.6% 7,969 $274K
Kestra Advisory Services, LLC 0.00% Reduce -59.2% 7,767 $267K
International Assets Investment Management, LLC 0.02% Reduce -1.2% 7,440 $259K
Independent Family Office, LLC 0.10% No change 6,987 $240K

"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.

Show all 158 holders