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TRI-CONTINENTAL Corp
$34.91 -0.03 (-0.09%) At close · Jul 6
Market Cap
$1.86B
Shares
53,233,385

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 154
Total Value: $216,669,350
Total Shares: 6,858,710
Showing 1–100 of 154 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 154 13F filers
Top Holder
10.7%
Jun 2023 → Mar 2026 · range 7.6% – 10.7%
of institutional value
Top 5
37.9%
Jun 2023 → Mar 2026 · range 32.3% – 40.3%
of institutional value
Top 10
52.7%
Jun 2023 → Mar 2026 · range 49.9% – 61.3%
of institutional value
HHI
396
Jun 2023 → Mar 2026 · range 336 – 475
Broadly held
Showing 100 of 154
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Saba Capital Management, L.P. $23,221,745 10.72% 735,098
Mega MORGAN STANLEY $17,494,444 8.07% 553,797
Large LAZARD ASSET MANAGEMENT LLC $16,254,160 7.50% 514,535
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $13,585,058 6.27% 430,043
Large Allspring Global Investments Holdings, LLC $11,562,382 5.34% 366,014
Mega RAYMOND JAMES FINANCIAL INC $8,244,483 3.81% 260,984
Mega UBS Group AG $6,737,199 3.11% 213,270
Large Focus Partners Wealth $6,278,070 2.90% 198,736
Mid UMB Bank, n.a. $5,616,449 2.59% 177,792
Mega WELLS FARGO & COMPANY/MN $5,246,876 2.42% 166,093
Small Uncommon Cents Investing LLC $5,044,006 2.33% 159,671
Small Cornerstone Advisory, LLC $4,788,127 2.21% 151,571
Mid Hennion & Walsh Asset Management, Inc. $4,573,347 2.11% 144,772
Large OSAIC HOLDINGS, INC. $3,888,001 1.79% 123,077
Large STIFEL FINANCIAL CORP $3,274,366 1.51% 103,652
Large Mariner, LLC $3,051,309 1.41% 96,591
Small Shaker Financial Services, LLC $2,958,814 1.37% 93,663
Micro 1620 INVESTMENT ADVISORS, INC. $2,926,813 1.35% 92,650
Mid EP Wealth Advisors, LLC $2,725,269 1.26% 86,270
Mega FIRST TRUST ADVISORS LP $2,672,261 1.23% 84,592
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,610,281 1.20% 82,630
Micro Altium Capital Management LLC $2,493,082 1.15% 78,920
Mega LPL Financial LLC $2,485,848 1.15% 78,691
Small Capstone Financial Advisors, Inc. $2,385,455 1.10% 75,513
Mid D.A. DAVIDSON & CO. $2,309,481 1.07% 73,108
Small Platform Technology Partners $2,116,403 0.98% 66,996
Mid EVOLVE PRIVATE WEALTH, LLC $1,947,018 0.90% 61,634
Small RB Capital Management, LLC $1,926,168 0.89% 60,974
Mega ROYAL BANK OF CANADA Bank $1,839,895 0.85% 58,243
Large COMMONWEALTH EQUITY SERVICES, LLC $1,745,631 0.81% 55,259
Mid Concurrent Investment Advisors, LLC $1,558,808 0.72% 49,345
Large Cambridge Investment Research Advisors, Inc. $1,527,376 0.70% 48,350
Mega BANK OF AMERICA CORP /DE/ Bank $1,480,970 0.68% 46,881
Mid Allworth Financial LP $1,301,065 0.60% 41,186
Micro Beckerman Institutional, LLC $1,263,410 0.58% 39,994
Large Pathstone Holdings, LLC $1,221,173 0.56% 38,657
Small Quadrant Private Wealth Management, LLC $1,213,245 0.56% 38,406
Large Steward Partners Investment Advisory, LLC $1,203,421 0.56% 38,095
Small Whitener Capital Management, Inc. $1,068,405 0.49% 33,821
Small ALBION FINANCIAL GROUP /UT $963,368 0.44% 30,496
Micro Altus Wealth Group LLC $935,506 0.43% 29,614
Large HighTower Advisors, LLC $918,163 0.42% 29,065
Mid WOLVERINE ASSET MANAGEMENT LLC $905,969 0.42% 28,679
Large Creative Planning $819,696 0.38% 25,948
Large Thrivent Financial for Lutherans $818,401 0.38% 25,907
Large &PARTNERS $778,503 0.36% 24,644
Mid Advisors Asset Management, Inc. $777,050 0.36% 24,598
Mid Baltimore-Washington Financial Advisors, Inc. $771,301 0.36% 24,416
Mega PNC FINANCIAL SERVICES GROUP, INC. $720,789 0.33% 22,817
Large Cetera Investment Advisers $714,186 0.33% 22,608
Large GUGGENHEIM CAPITAL LLC $665,979 0.31% 21,082
Small KIRR MARBACH & CO LLC /IN/ $628,072 0.29% 19,882
Large Kestra Advisory Services, LLC $601,157 0.28% 19,030
Small Stolper Co $582,835 0.27% 18,450
Large Cerity Partners LLC $579,549 0.27% 18,346
Mid Heritage Wealth Advisors $563,755 0.26% 17,846
Mid Foundations Investment Advisors, LLC Endowment $563,091 0.26% 17,825
Mid JOHNSON INVESTMENT COUNSEL INC $534,660 0.25% 16,925
Small First PREMIER Bank Bank $523,572 0.24% 16,574
Mega CITADEL ADVISORS LLC $494,857 0.23% 15,665
Mega JPMORGAN CHASE & CO $493,149 0.23% 15,611
Micro Tower Wealth Partners, Inc. $492,930 0.23% 15,604
Large Rockefeller Capital Management L.P. $490,561 0.23% 15,529
Mid MGO ONE SEVEN LLC $484,274 0.22% 15,330
Micro Successful Portfolios LLC $480,325 0.22% 15,205
Small GatePass Capital, LLC $466,142 0.22% 14,756
Small DELTA CAPITAL MANAGEMENT LLC $421,473 0.19% 13,342
Mid Waverly Advisors, LLC $408,616 0.19% 12,935
Mid First Financial Bankshares Inc $401,824 0.19% 12,720
Small MSH Capital Advisors LLC $401,793 0.19% 12,719
Small TWIN FOCUS CAPITAL PARTNERS, LLC $398,381 0.18% 12,611
Mid XTX Topco Ltd $390,452 0.18% 12,360
Micro CORA CAPITAL ADVISORS LLC $378,479 0.17% 11,981
Mid Joel Isaacson & Co., LLC $374,846 0.17% 11,866
Large Corient Private Wealth LLC $371,593 0.17% 11,763
Mid Savvy Advisors, Inc. $366,380 0.17% 11,598
Large SEI INVESTMENTS CO $358,072 0.17% 11,335
Mid LEVEL FOUR ADVISORY SERVICES, LLC $355,387 0.16% 11,250
Mid Private Advisor Group, LLC $351,312 0.16% 11,121
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $347,679 0.16% 11,006
Micro Financial Plan, Inc. $347,679 0.16% 11,006
Mid NorthRock Partners, LLC $330,020 0.15% 10,447
Small Koshinski Asset Management, Inc. $322,186 0.15% 10,199
Micro American Institute for Advanced Investment Management, LLP $321,270 0.15% 10,170
Mid TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $320,196 0.15% 10,136
Mid OPPENHEIMER & CO INC $316,215 0.15% 10,010
Mid Integrated Wealth Concepts LLC $313,941 0.14% 9,938
Mega NORTHERN TRUST CORP Bank $310,308 0.14% 9,823
Small MERIDIAN INVESTMENT COUNSEL INC. $308,160 0.14% 9,755
Mid FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $292,712 0.14% 9,266
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $281,087 0.13% 8,898
Mega AQR CAPITAL MANAGEMENT LLC $273,980 0.13% 8,673
Small TANDEM CAPITAL MANAGEMENT CORP /ADV $262,197 0.12% 8,300
Micro Unify Financial Advisors $256,795 0.12% 8,129
Mega AMERIPRISE FINANCIAL INC $253,320 0.12% 8,019
Large Quantinno Capital Management LP $250,982 0.12% 7,945
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $237,935 0.11% 7,532
Small Gateway Wealth Partners, LLC $235,029 0.11% 7,440
Small PRENTISS SMITH & CO INC $221,951 0.10% 7,026
Small Independent Family Office, LLC Family Office $220,719 0.10% 6,987
Key facts CIK 99614 CUSIP 895436103 13F (30d) 2 filings 2 filers Visit website Investor relations

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