Tri-ContinentalTY
13F holders, Q2 2025 (June 30)149holders +4
12new positions
7sold out
1famous investor
$31.67avg. 13F price*
At the end of Q2 2025, 149 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, up 4 from Q1 2025. 12 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($16.1M), Bard Financial Services, Inc. ($14.9M) and Lazard Asset Management LLC ($14.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.3M |
| Exits | 7 | $919K |
All 13F filers, Q1 2025 → Q2 2025: 527,603 shares bought and 227,111 shares sold, net +300,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Morgan Stanley | 0.00% | Reduce -10.0% | 509,441 | $16.1M |
| Bard Financial Services, Inc. | 1.78% | Add +6.1% | 470,799 | $14.9M |
| Lazard Asset Management LLC | 0.02% | No change | 449,805 | $14.2M |
| Blue Bell Private Wealth Management, LLC | 2.20% | Add +1.0% | 415,743 | $13.2M |
| UBS Group AG | 0.00% | Add +1.4% | 340,872 | $10.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +12.7% | 311,551 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 263,482 | $8.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 232,393 | $7.4M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -1.1% | 203,381 | $6.4M |
| Shaker Financial Services, LLC | 1.86% | Add +79.8% | 162,350 | $5.1M |
| Uncommon Cents Investing LLC | 1.37% | Reduce -1.3% | 161,836 | $5.1M |
| Wolverine Asset Management LLC | 0.35% | Add +14.3% | 154,054 | $4.9M |
| Cornerstone Advisory, LLC | 0.47% | Add +5.4% | 139,177 | $4.4M |
| Saba Capital Management, L.P. | 0.11% | New | 131,968 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.8% | 126,281 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 98,126 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -8.4% | 93,327 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -3.6% | 91,486 | $2.9M |
| 1620 Investment Advisors, Inc. | 2.09% | Add +0.1% | 91,342 | $2.9M |
| Mariner, LLC | 0.00% | Add +3.3% | 85,464 | $2.7M |
| Capstone Financial Advisors, Inc. | 0.14% | No change | 75,513 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.0% | 72,715 | $2.3M |
| Platform Technology Partners | 0.52% | Add +2.5% | 63,022 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 62,617 | $2.0M |
| LPL Financial LLC | 0.00% | Add +29.5% | 62,130 | $2.0M |
| RB Capital Management, LLC | 0.46% | Reduce -3.2% | 60,993 | $1.9M |
| Stolper Co | 0.61% | Add +5.5% | 58,389 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 56,851 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.6% | 55,277 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 55,026 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +69.5% | 48,502 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.8% | 47,101 | $1.5M |
| Bank of America Corp. | 0.00% | Add +4.6% | 43,970 | $1.4M |
| Beckerman Institutional, LLC | 0.87% | Reduce -0.4% | 41,500 | $1.3M |
| Allworth Financial LP | 0.01% | Add +146.1% | 40,485 | $1.3M |
| Readystate Asset Management LP | 0.09% | Add +223.9% | 35,835 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.9% | 35,443 | $1.1M |
| Whitener Capital Management, Inc. | 0.28% | Reduce -7.7% | 33,735 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -31.4% | 33,289 | $1.1M |
| Albion Financial Group | 0.07% | Reduce -1.4% | 31,602 | $1.0M |
| Altus Wealth Group LLC | 0.43% | Reduce -5.6% | 30,851 | $977K |
| Prospera Capital Management, LLC | 0.51% | No change | 29,345 | $929K |
| Guggenheim Capital LLC | 0.01% | Add +21.4% | 28,819 | $912K |
| Osaic Holdings, Inc. | 0.00% | Add +18.8% | 28,681 | $908K |
| First Merchants Corp. | 0.03% | No change | 27,607 | $874K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -53.0% | 25,907 | $820K |
| Creative Planning | 0.00% | Reduce -4.9% | 25,640 | $812K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.1% | 25,269 | $800K |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 25,153 | $796K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -40.2% | 24,416 | $773K |
| Quantedge Capital Pte Ltd | 0.67% | Add +33.0% | 22,951 | $727K |
| Mgo One Seven LLC | 0.02% | Add +2.9% | 21,101 | $668K |
| Cornerstone Advisors, LLC | 0.02% | New | 21,078 | $667K |
| &partners | 0.01% | New | 20,768 | $658K |
| Kirr Marbach & Co. LLC | 0.12% | No change | 19,882 | $629K |
| Heritage Wealth Advisors | 0.03% | No change | 19,028 | $602K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.6% | 18,387 | $582K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 17,452 | $553K |
| First PREMIER Bank | 0.13% | No change | 16,574 | $525K |
| Successful Portfolios LLC | 0.30% | Reduce -0.3% | 15,562 | $493K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 14,951 | $473K |
| GatePass Capital, LLC | 0.31% | Reduce -1.3% | 14,756 | $467K |
| Tower Wealth Partners, Inc. | 0.27% | Add +3.4% | 14,323 | $453K |
| Jane Street Group, LLC | 0.00% | New | 14,222 | $450K |
| Delta Capital Management LLC | 0.24% | No change | 13,342 | $422K |
| Waverly Advisors, LLC | 0.00% | Add +1.7% | 12,922 | $409K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $403K |
| Pathstone Holdings, LLC | 0.00% | Add +12.4% | 12,691 | $402K |
| Twin Focus Capital Partners, LLC | 0.06% | Add +8.6% | 12,611 | $399K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.2% | 12,483 | $395K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 12,158 | $385K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -35.8% | 11,866 | $376K |
| American Institute for Advanced Investment Management, LLP | 0.26% | Add +2.5% | 11,723 | $371K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.4% | 11,683 | $370K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 11,590 | $367K |
| Cora Capital Advisors LLC | 0.16% | Add +2.5% | 11,275 | $357K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -8.8% | 11,106 | $352K |
| Northern Trust Corp. | 0.00% | Add +2.0% | 11,042 | $350K |
| BancFirst Trust & Investment Management | 0.16% | No change | 11,061 | $349K |
| MSH Capital Advisors LLC | 0.10% | No change | 10,894 | $345K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.8% | 10,137 | $321K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.1% | 9,678 | $306K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,266 | $293K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.5% | 8,718 | $276K |
| Crews Bank & Trust | 0.04% | No change | 8,509 | $269K |
| Tandem Capital Management Corp. | 0.13% | Add +2.5% | 8,300 | $263K |
| Citadel Advisors | 0.00% | Reduce -29.5% | 8,255 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 8,073 | $256K |
| Prentiss Smith & Co. Inc. | 0.14% | No change | 7,689 | $243K |
| International Assets Investment Management, LLC | 0.02% | Add +2.5% | 7,644 | $242K |
| Two Sigma Securities, LLC | 0.03% | New | 7,603 | $241K |
| Priebe Wealth Holdings LLC | 0.21% | Reduce -17.0% | 7,577 | $240K |
| First Command Advisory Services, Inc. | 0.00% | New | 7,449 | $236K |
| Susquehanna International Group, LLP | 0.00% | New | 7,007 | $222K |
| Independent Family Office, LLC | 0.10% | No change | 6,987 | $221K |
| Baird Financial Group, Inc. | 0.00% | New | 6,949 | $220K |
| Choate Investment Advisors | 0.00% | Reduce -5.0% | 6,578 | $208K |
| Main Street Financial Solutions, LLC | 0.01% | New | 6,532 | $207K |
| Mascagni Wealth Management, Inc. | 0.17% | Reduce -4.1% | 6,359 | $201K |
| Ancora Advisors LLC | 0.00% | No change | 5,900 | $187K |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.