Tri-ContinentalTY
13F holders, Q1 2025 (March 31)145holders −4
9new positions
11sold out
1famous investor
$30.67avg. 13F price*
At the end of Q1 2025, 145 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, down 4 from Q4 2024. 9 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($17.4M), Lazard Asset Management LLC ($13.8M) and Bard Financial Services, Inc. ($13.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tri-Continental Corp.
- CUSIP
- 895436103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 11 | $6.4M |
All 13F filers, Q4 2024 → Q1 2025: 134,851 shares bought and 571,087 shares sold, net −436,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Morgan Stanley | 0.00% | Reduce -0.9% | 566,027 | $17.4M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $13.8M |
| Bard Financial Services, Inc. | 1.66% | Reduce -4.6% | 443,834 | $13.6M |
| Blue Bell Private Wealth Management, LLC | 2.39% | Reduce -0.0% | 411,702 | $12.6M |
| UBS Group AG | 0.00% | Add +7.7% | 336,310 | $10.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.3% | 276,551 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.2% | 259,625 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 254,740 | $7.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -3.8% | 205,747 | $6.3M |
| Uncommon Cents Investing LLC | 1.47% | Reduce -1.8% | 163,916 | $5.0M |
| Wolverine Asset Management LLC | 0.31% | Add +6.2% | 134,784 | $4.1M |
| Cornerstone Advisory, LLC | 0.46% | Add +2.3% | 132,096 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 124,064 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 101,861 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 96,571 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -2.8% | 94,859 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.19% | Add +2.5% | 91,226 | $2.8M |
| Shaker Financial Services, LLC | 1.08% | Reduce -45.0% | 90,287 | $2.8M |
| Mariner, LLC | 0.00% | Add +1.4% | 82,728 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.15% | No change | 75,513 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -7.0% | 74,999 | $2.3M |
| RB Capital Management, LLC | 0.49% | Reduce -0.3% | 62,999 | $1.9M |
| Platform Technology Partners | 0.55% | Reduce -36.9% | 61,500 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +7.0% | 60,703 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 58,770 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.6% | 55,107 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -5.6% | 56,737 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +30.9% | 56,484 | $1.7M |
| Stolper Co | 0.56% | Add +0.6% | 55,368 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 51,617 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.13% | Reduce -23.9% | 48,546 | $1.5M |
| LPL Financial LLC | 0.00% | Add +10.4% | 47,985 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 42,020 | $1.3M |
| Beckerman Institutional, LLC | 0.93% | Add +0.1% | 41,653 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -28.6% | 40,804 | $1.3M |
| Whitener Capital Management, Inc. | 0.32% | Reduce -0.3% | 36,551 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -41.9% | 34,764 | $1.1M |
| Altus Wealth Group LLC | 0.47% | Reduce -6.1% | 32,676 | $1.0M |
| Albion Financial Group | 0.07% | Reduce -1.4% | 32,056 | $983K |
| Prospera Capital Management, LLC | 0.58% | No change | 29,345 | $900K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 28,613 | $878K |
| First Merchants Corp. | 0.03% | No change | 27,607 | $847K |
| Creative Planning | 0.00% | Add +0.0% | 26,958 | $827K |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 26,149 | $802K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 24,138 | $740K |
| Advisors Asset Management, Inc. | 0.01% | New | 24,044 | $737K |
| Guggenheim Capital LLC | 0.01% | Reduce -5.1% | 23,729 | $728K |
| Mgo One Seven LLC | 0.02% | Reduce -9.6% | 20,517 | $629K |
| Kirr Marbach & Co. LLC | 0.14% | No change | 19,882 | $610K |
| Heritage Wealth Advisors | 0.03% | No change | 19,028 | $584K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.4% | 18,489 | $567K |
| Joel Isaacson & Co., LLC | 0.03% | New | 18,481 | $567K |
| Transform Wealth, LLC | 0.03% | No change | 18,437 | $565K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 17,434 | $535K |
| Quantedge Capital Pte Ltd | 0.17% | Reduce -12.7% | 17,251 | $529K |
| First PREMIER Bank | 0.13% | No change | 16,574 | $508K |
| Allworth Financial LP | 0.00% | Add +5.5% | 16,448 | $481K |
| Successful Portfolios LLC | 0.33% | Add +0.1% | 15,613 | $479K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.1% | 14,966 | $459K |
| GatePass Capital, LLC | 0.35% | Add +49.6% | 14,956 | $459K |
| Tower Wealth Partners, Inc. | 0.23% | Add +0.9% | 13,852 | $425K |
| Delta Capital Management LLC | 0.24% | No change | 13,342 | $409K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $390K |
| Waverly Advisors, LLC | 0.00% | Add +12.7% | 12,708 | $390K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -6.8% | 12,510 | $384K |
| Corient Private Wealth LP | 0.00% | Reduce -4.2% | 12,189 | $374K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -0.2% | 12,189 | $374K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.6% | 12,172 | $373K |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 12,061 | $370K |
| Citadel Advisors | 0.00% | Reduce -36.7% | 11,713 | $359K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 11,611 | $356K |
| American Institute for Advanced Investment Management, LLP | 0.27% | No change | 11,440 | $351K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.9% | 11,298 | $347K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,291 | $346K |
| Readystate Asset Management LP | 0.03% | Reduce -5.1% | 11,064 | $339K |
| BancFirst Trust & Investment Management | 0.17% | No change | 11,061 | $338K |
| Cora Capital Advisors LLC | 0.16% | No change | 11,005 | $338K |
| MSH Capital Advisors LLC | 0.10% | Reduce -0.7% | 10,894 | $334K |
| Northern Trust Corp. | 0.00% | No change | 10,823 | $332K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.6% | 10,763 | $330K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 10,535 | $323K |
| Oppenheimer & Co. Inc. | 0.00% | Add +26.4% | 9,788 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.3% | 9,502 | $291K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $284K |
| Priebe Wealth Holdings LLC | 0.17% | Reduce -12.3% | 9,126 | $280K |
| Crews Bank & Trust | 0.04% | No change | 8,509 | $261K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.1% | 8,265 | $254K |
| Tandem Capital Management Corp. | 0.14% | No change | 8,100 | $248K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,848 | $241K |
| Prentiss Smith & Co. Inc. | 0.15% | No change | 7,689 | $236K |
| International Assets Investment Management, LLC | 0.02% | No change | 7,459 | $229K |
| Independent Family Office, LLC | 0.11% | No change | 6,987 | $214K |
| Choate Investment Advisors | 0.01% | No change | 6,928 | $212K |
| Mascagni Wealth Management, Inc. | 0.20% | No change | 6,629 | $203K |
| Mezzasalma Advisors, LLC | 0.07% | Add +0.8% | 6,549 | $201K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $181K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 5,696 | $175K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Reduce -16.7% | 5,000 | $153K |
| MAI Capital Management | 0.00% | No change | 4,990 | $153K |
| Jones Financial Companies LLLP | 0.00% | Add +161.8% | 4,624 | $142K |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.