Tri-ContinentalTY
13F holders, Q4 2025 (December 31)151holders −3
17new positions
28sold out
2famous investors
$32.67avg. 13F price*
At the end of Q4 2025, 151 institutions reported holding Tri-Continental Corp. (TY) in their 13F filings, down 3 from Q3 2025. 17 opened new positions and 28 sold out. The largest holders were Saba Capital Management, L.P. ($22.9M), Morgan Stanley ($18.4M) and Lazard Asset Management LLC ($16.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.2M |
| Exits | 28 | $12.3M |
All 13F filers, Q3 2025 → Q4 2025: 871,475 shares bought and 486,034 shares sold, net +385,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Saba Capital Management, L.P. | 0.78% | Add +8.3% | 701,601 | $22.9M |
| Morgan Stanley | 0.00% | Add +12.3% | 562,413 | $18.4M |
| Lazard Asset Management LLC | 0.03% | No change | 517,626 | $16.9M |
| Blue Bell Private Wealth Management, LLC | 2.02% | Add +0.7% | 420,932 | $13.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.6% | 334,257 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 273,726 | $8.9M |
| UBS Group AG | 0.00% | Reduce -10.8% | 262,197 | $8.6M |
| Focus Partners Wealth | 0.01% | New | 192,690 | $6.3M |
| UMB Bank, n.a. | 0.08% | New | 180,580 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 175,519 | $5.7M |
| Uncommon Cents Investing LLC | 1.26% | Add +0.4% | 159,856 | $5.2M |
| Cornerstone Advisory, LLC | 0.46% | Add +4.6% | 147,472 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.1% | 127,037 | $4.2M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +27.4% | 123,776 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 99,870 | $3.3M |
| Mariner, LLC | 0.00% | Add +6.6% | 93,914 | $3.1M |
| 1620 Investment Advisors, Inc. | 2.02% | Add +0.6% | 92,338 | $3.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 88,120 | $2.9M |
| LPL Financial LLC | 0.00% | Add +25.8% | 81,303 | $2.7M |
| Capstone Financial Advisors, Inc. | 0.13% | No change | 75,513 | $2.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 74,143 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +8.4% | 73,338 | $2.4M |
| Shaker Financial Services, LLC | 0.73% | Add +455.5% | 70,445 | $2.3M |
| Platform Technology Partners | 0.47% | Add +6.3% | 66,996 | $2.2M |
| RB Capital Management, LLC | 0.44% | Add +3.1% | 63,494 | $2.1M |
| Stolper Co | 0.59% | Add +5.7% | 61,655 | $2.0M |
| Evolve Private Wealth, LLC | 0.12% | — | 61,594 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 57,171 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 53,953 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 48,532 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 46,828 | $1.5M |
| Citadel Advisors | 0.00% | New | 44,873 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +16.7% | 44,812 | $1.5M |
| Allworth Financial LP | 0.01% | Add +1.3% | 41,086 | $1.3M |
| Beckerman Institutional, LLC | 0.74% | Reduce -1.3% | 40,504 | $1.3M |
| Altium Capital Management LLC | 5.22% | New | 40,451 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.21% | No change | 38,406 | $1.3M |
| Whitener Capital Management, Inc. | 0.25% | Add +0.4% | 33,752 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +122.6% | 31,638 | $1.0M |
| Albion Financial Group | 0.06% | Reduce -2.1% | 30,496 | $996K |
| Altus Wealth Group LLC | 0.39% | Reduce -2.2% | 30,182 | $986K |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 28,928 | $945K |
| Guggenheim Capital LLC | 0.01% | Reduce -5.0% | 26,893 | $878K |
| Thrivent Financial for Lutherans | 0.00% | No change | 25,907 | $847K |
| Creative Planning | 0.00% | Add +0.6% | 25,795 | $842K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.3% | 24,998 | $816K |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 24,824 | $811K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | No change | 24,416 | $797K |
| &partners | 0.00% | Reduce -10.7% | 23,524 | $768K |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 23,068 | $753K |
| Mgo One Seven LLC | 0.01% | Add +3.3% | 21,850 | $714K |
| Kirr Marbach & Co. LLC | 0.12% | No change | 19,882 | $649K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.3% | 18,960 | $619K |
| Heritage Wealth Advisors | 0.02% | Reduce -4.5% | 18,168 | $593K |
| Foundations Investment Advisors, LLC | 0.01% | Add +50.4% | 17,712 | $578K |
| Jane Street Group, LLC | 0.00% | New | 17,171 | $561K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.9% | 16,920 | $553K |
| PNC Financial Services Group, Inc. | 0.00% | Add +150.3% | 16,602 | $542K |
| First PREMIER Bank | 0.12% | No change | 16,574 | $541K |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 15,807 | $516K |
| Successful Portfolios LLC | 0.26% | Add +2.7% | 15,197 | $505K |
| Tower Wealth Partners, Inc. | 0.28% | Add +7.1% | 15,464 | $505K |
| Cerity Partners LLC | 0.00% | Add +6.5% | 15,102 | $493K |
| GatePass Capital, LLC | 0.25% | No change | 14,756 | $482K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 14,651 | $479K |
| Delta Capital Management LLC | 0.25% | No change | 13,342 | $436K |
| Waverly Advisors, LLC | 0.00% | Add +4.0% | 12,911 | $422K |
| Pathstone Holdings, LLC | 0.00% | Add +0.7% | 12,779 | $417K |
| First Financial Bankshares Inc | 0.01% | No change | 12,720 | $415K |
| MSH Capital Advisors LLC | 0.09% | Reduce -1.4% | 12,719 | $415K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 12,611 | $412K |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 11,992 | $392K |
| Financial Plan, Inc. | 0.04% | — | 11,988 | $392K |
| Cora Capital Advisors LLC | 0.15% | Add +6.3% | 11,981 | $391K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 11,866 | $388K |
| Savvy Advisors, Inc. | 0.01% | New | 11,598 | $379K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.8% | 11,467 | $375K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.9% | 11,006 | $359K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -10.3% | 10,199 | $333K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Reduce -1.0% | 10,170 | $332K |
| Tiaa Trust, National Association | 0.00% | No change | 10,136 | $331K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.4% | 10,007 | $327K |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 9,825 | $321K |
| Meridian Investment Counsel Inc. | 0.08% | New | 9,755 | $319K |
| Level Four Advisory Services, LLC | 0.01% | Add +6.8% | 9,358 | $306K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 9,266 | $303K |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.8% | 9,035 | $295K |
| Quantinno Capital Management LP | 0.00% | New | 8,568 | $280K |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.0% | 8,404 | $274K |
| Susquehanna International Group, LLP | 0.00% | New | 8,402 | $274K |
| Tandem Capital Management Corp. | 0.12% | No change | 8,300 | $271K |
| Unify Financial Advisors | 0.28% | — | 8,284 | $271K |
| AQR Capital Management | 0.00% | New | 8,166 | $267K |
| International Assets Investment Management, LLC | 0.02% | Add +6.3% | 8,126 | $265K |
| XTX Topco Ltd | 0.01% | New | 8,056 | $263K |
| Baird Financial Group, Inc. | 0.00% | Add +29.2% | 7,852 | $256K |
| Prentiss Smith & Co. Inc. | 0.14% | Reduce -8.6% | 7,026 | $229K |
| Independent Family Office, LLC | 0.10% | No change | 6,987 | $228K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 6,609 | $216K |
| Choate Investment Advisors | 0.00% | No change | 6,578 | $215K |
"% of holder's portfolio" is TY's weight in each manager's 13F, not the share of Tri-Continental Corp. the manager owns.