Tri-ContinentalTY
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.3M |
| Exits | 12 | $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.