TRI-CONTINENTAL Corp (TY) — Institutional Holders, Q2 2026
158 institutional investment managers reported a TY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $240.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TY in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- LAZARD ASSET MANAGEMENTAdded · +156,511 sh+$5.4M
- Allspring Global InvestmentsAdded · +79,600 sh+$2.7M
- StolperAdded · +46,874 sh+$1.6M
- Atlas WealthNew · +22,782 sh+$784.2K
- WESTBOURNE INVESTMENTSNew · +20,465 sh+$704.4K
Biggest sellers
- Shaker Financial ServicesSold out · -93,663 sh-$3.2M
- Saba Capital Management, L.P.Trimmed · -45,373 sh-$1.6M
- Quadrant Private Wealth ManagementSold out · -38,406 sh-$1.3M
- WOLVERINE ASSET MANAGEMENTSold out · -28,679 sh-$987.1K
- COMMONWEALTH EQUITY SERVICESTrimmed · -22,582 sh-$777.3K
TY 13F holders ranked 1–100 of 158
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P.#1 · 689,725 sh | 689,725 | $23.7M | 0.61% | -6.2% |
| 2 | LAZARD ASSET MANAGEMENT#2 · 671,046 sh | 671,046 | $23.1M | 0.04% | +30.4% |
| 3 | MORGAN STANLEY#3 · 543,357 sh | 543,357 | $18.7M | <0.01% | -1.9% |
| 4 | Allspring Global Investments#4 · 445,614 sh | 445,614 | $15.3M | 0.02% | +21.7% |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT#5 · 429,902 sh | 429,902 | $14.8M | 1.84% | 0.0% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 249,337 sh | 249,337 | $8.6M | <0.01% | -4.5% |
| 7 | UBS Group AG#7 · 226,335 sh | 226,335 | $7.8M | <0.01% | +6.1% |
| 8 | Focus Partners Wealth#8 · 187,432 sh | 187,432 | $6.5M | <0.01% | -5.7% |
| 9 | UMB Bank, n.a.#9 · 163,808 sh | 163,808 | $5.6M | 0.07% | -7.9% |
| 10 | Uncommon Cents Investing#10 · 159,026 sh | 159,026 | $5.5M | — | -0.4% |
| 11 | Hennion & Walsh Asset Management#11 · 156,550 sh | 156,550 | $5.4M | — | +8.1% |
| 12 | Cornerstone Advisory#12 · 155,211 sh | 155,211 | $5.3M | 0.44% | +2.4% |
| 13 | WELLS FARGO & COMPANY#13 · 147,471 sh | 147,471 | $5.1M | <0.01% | -11.2% |
| 14 | OSAIC#14 · 127,904 sh | 127,904 | $4.4M | <0.01% | +3.9% |
| 15 | Mariner#15 · 111,679 sh | 111,679 | $3.8M | <0.01% | +15.6% |
| 16 | STIFEL FINANCIAL#16 · 103,544 sh | 103,544 | $3.6M | <0.01% | -0.1% |
| 17 | LPL Financial#17 · 91,759 sh | 91,759 | $3.2M | <0.01% | +16.6% |
| 18 | 1620 INVESTMENT ADVISORS#18 · 90,360 sh | 90,360 | $3.1M | 1.93% | -2.5% |
| 19 | Altium Capital Management#19 · 86,458 sh | 86,458 | $3.0M | 6.27% | +9.6% |
| 20 | FIRST ADVISORS#20 · 83,694 sh | 83,694 | $2.9M | <0.01% | -1.1% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES#21 · 80,682 sh | 80,682 | $2.9M | — | -2.4% |
| 22 | Capstone Financial Advisors#22 · 75,513 sh | 75,513 | $2.6M | 0.13% | 0.0% |
| 23 | EP Wealth Advisors#23 · 75,065 sh | 75,065 | $2.6M | <0.01% | -13.0% |
| 24 | Platform Technology Partners#24 · 68,034 sh | 68,034 | $2.3M | 0.38% | +1.5% |
| 25 | D.A. DAVIDSON#25 · 66,669 sh | 66,669 | $2.3M | 0.01% | -8.8% |
| 26 | Stolper#26 · 65,324 sh | 65,324 | $2.2M | — | +254.1% |
| 27 | RB Capital Management#27 · 61,076 sh | 61,076 | $2.1M | 0.41% | +0.2% |
| 28 | EVOLVE PRIVATE WEALTH#28 · 57,423 sh | 57,423 | $2.0M | 0.12% | -6.8% |
| 29 | Pathstone#29 · 55,935 sh | 55,935 | $1.9M | <0.01% | +44.7% |
| 30 | Concurrent Investment Advisors#30 · 51,920 sh | 51,920 | $1.8M | — | +5.2% |
| 31 | ROYAL BANK OF CANADA#31 · 50,968 sh | 50,968 | $1.8M | <0.01% | -12.5% |
| 32 | BANK OF AMERICA#32 · 47,553 sh | 47,553 | $1.6M | <0.01% | +1.4% |
| 33 | Cambridge Investment Research Advisors#33 · 43,989 sh | 43,989 | $1.5M | <0.01% | -9.0% |
| 34 | Allworth Financial#34 · 41,186 sh | 41,186 | $1.4M | <0.01% | 0.0% |
| 35 | Beckerman Institutional#35 · 40,036 sh | 40,036 | $1.4M | 0.66% | +0.1% |
| 36 | Steward Partners Investment Advisory#36 · 38,960 sh | 38,960 | $1.3M | <0.01% | +2.3% |
| 37 | COMMONWEALTH EQUITY SERVICES#37 · 32,677 sh | 32,677 | $1.1M | <0.01% | -40.9% |
| 38 | WHITENER CAPITAL MANAGEMENT#38 · 31,386 sh | 31,386 | $1.1M | — | -7.2% |
| 39 | ALBION FINANCIAL GROUP#39 · 29,946 sh | 29,946 | $1.0M | — | -1.8% |
| 40 | THRIVENT FINANCIAL FOR LUTHERANS#40 · 29,889 sh | 29,889 | $1.0M | <0.01% | +15.4% |
| 41 | HighTower Advisors#41 · 29,663 sh | 29,663 | $1.0M | <0.01% | +2.1% |
| 42 | MGO ONE SEVEN#42 · 29,426 sh | 29,426 | $1.0M | 0.02% | +92.0% |
| 43 | Altus Wealth Group#43 · 29,314 sh | 29,314 | $1.0M | — | -1.0% |
| 44 | Creative Planning#44 · 26,383 sh | 26,383 | $908.1K | <0.01% | +1.7% |
| 45 | WILEY BROS.-AINTREE CAPITAL#45 · 25,598 sh | 25,598 | $881.1K | <0.01% | +3.9% |
| 46 | Advisors Asset Management#46 · 24,609 sh | 24,609 | $847.0K | 0.01% | 0.0% |
| 47 | Baltimore-Washington Financial Advisors#47 · 24,416 sh | 24,416 | $840.4K | 0.03% | 0.0% |
| 48 | Atlas Wealth#48 · 22,782 sh | 22,782 | $784.2K | 0.11% | New |
| 49 | WESTBOURNE INVESTMENTS#49 · 20,465 sh | 20,465 | $704.4K | 0.29% | New |
| 50 | KIRR MARBACH#50 · 19,882 sh | 19,882 | $684.3K | — | 0.0% |
| 51 | Cetera Investment Advisers#51 · 18,857 sh | 18,857 | $649.1K | <0.01% | -16.6% |
| 52 | Foundations Investment Advisors#52 · 18,125 sh | 18,125 | $623.8K | <0.01% | +1.7% |
| 53 | PNC FINANCIAL SERVICES GROUP#53 · 18,105 sh | 18,105 | $623.2K | <0.01% | -20.7% |
| 54 | Heritage Wealth Advisors#54 · 17,846 sh | 17,846 | $614.3K | 0.02% | 0.0% |
| 55 | Cerity Partners#55 · 17,810 sh | 17,810 | $613.0K | <0.01% | -2.9% |
| 56 | GUGGENHEIM CAPITAL#56 · 17,696 sh | 17,696 | $609.1K | <0.01% | -16.1% |
| 57 | JOHNSON INVESTMENT COUNSEL#57 · 16,592 sh | 16,592 | $571.1K | <0.01% | -2.0% |
| 58 | First PREMIER Bank#58 · 16,574 sh | 16,574 | $570.0K | — | 0.0% |
| 59 | JPMORGAN CHASE#59 · 15,910 sh | 15,910 | $556.7K | 0.00% | +1.9% |
| 60 | Tower Wealth Partners#60 · 15,973 sh | 15,973 | $549.8K | 0.27% | +2.4% |
| 61 | Successful Portfolios#61 · 15,389 sh | 15,389 | $546.3K | — | +1.2% |
| 62 | Rockefeller Capital Management L.P.#62 · 15,551 sh | 15,551 | $535.3K | <0.01% | +0.1% |
| 63 | GatePass Capital#63 · 14,756 sh | 14,756 | $507.9K | 0.19% | 0.0% |
| 64 | Waverly Advisors#64 · 14,153 sh | 14,153 | $487.1K | <0.01% | +9.4% |
| 65 | XTX Topco Ltd#65 · 13,688 sh | 13,688 | $471.1K | <0.01% | +10.7% |
| 66 | Financial Plan#66 · 13,091 sh | 13,091 | $450.6K | 0.04% | +18.9% |
| 67 | CITADEL ADVISORS#67 · 12,748 sh | 12,748 | $438.8K | <0.01% | -18.6% |
| 68 | MSH Capital Advisors#68 · 12,719 sh | 12,719 | $437.8K | 0.08% | 0.0% |
| 69 | Savvy Advisors#69 · 12,664 sh | 12,664 | $435.9K | <0.01% | +9.2% |
| 70 | TWIN FOCUS CAPITAL PARTNERS#70 · 12,611 sh | 12,611 | $434.1K | 0.04% | 0.0% |
| 71 | Joel Isaacson#71 · 12,466 sh | 12,466 | $429.1K | 0.01% | +5.1% |
| 72 | CORA CAPITAL ADVISORS#72 · 12,165 sh | 12,165 | $418.7K | 0.12% | +1.5% |
| 73 | LEVEL FOUR ADVISORY SERVICES#73 · 11,309 sh | 11,309 | $389.3K | 0.01% | +0.5% |
| 74 | FIRST FINANCIAL BANKSHARES#74 · 11,272 sh | 11,272 | $388.0K | <0.01% | -11.4% |
| 75 | Corient Private Wealth#75 · 11,138 sh | 11,138 | $383.4K | <0.01% | -5.3% |
| 76 | MERCER GLOBAL ADVISORS#76 · 11,068 sh | 11,068 | $380.9K | <0.01% | New |
| 77 | NATIONS FINANCIAL GROUP , /IA#77 · 11,006 sh | 11,006 | $378.9K | 0.02% | 0.0% |
| 78 | SEI INVESTMENTS#78 · 10,847 sh | 10,847 | $373.3K | <0.01% | -4.3% |
| 79 | NorthRock Partners#79 · 10,447 sh | 10,447 | $359.6K | <0.01% | 0.0% |
| 80 | UHLMANN PRICE SECURITIES#80 · 10,425 sh | 10,425 | $358.8K | 0.01% | +93.3% |
| 81 | American Institute for Advanced Investment Management, LLP#81 · 10,326 sh | 10,326 | $355.4K | 0.21% | +1.5% |
| 82 | NORTHERN#82 · 10,278 sh | 10,278 | $353.8K | 0.00% | +4.6% |
| 83 | Koshinski Asset Management#83 · 10,199 sh | 10,199 | $351.1K | 0.02% | 0.0% |
| 84 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#84 · 10,144 sh | 10,144 | $349.1K | <0.01% | +0.1% |
| 85 | OPPENHEIMER#85 · 10,051 sh | 10,051 | $346.0K | — | +0.4% |
| 86 | Engineers Gate Manager#86 · 9,876 sh | 9,876 | $339.9K | <0.01% | New |
| 87 | MERIDIAN INVESTMENT COUNSEL#87 · 9,755 sh | 9,755 | $335.8K | — | 0.0% |
| 88 | Integrated Wealth Concepts#88 · 9,648 sh | 9,648 | $332.1K | <0.01% | -2.9% |
| 89 | FERGUSON WELLMAN CAPITAL MANAGEMENT#89 · 9,266 sh | 9,266 | $318.9K | — | 0.0% |
| 90 | R2 Capital Strategies#90 · 9,067 sh | 9,067 | $312.1K | — | — |
| 91 | Savant Capital#91 · 9,319 sh | 9,319 | $311.3K | <0.01% | New |
| 92 | AQR CAPITAL MANAGEMENT#92 · 8,673 sh | 8,673 | $298.5K | <0.01% | 0.0% |
| 93 | Quantinno Capital Management#93 · 8,616 sh | 8,616 | $296.6K | <0.01% | +8.4% |
| 94 | Private Advisor Group#94 · 8,392 sh | 8,392 | $288.8K | <0.01% | -24.5% |
| 95 | TANDEM CAPITAL MANAGEMENT#95 · 8,300 sh | 8,300 | $285.7K | — | 0.0% |
| 96 | Unify Financial Advisors#96 · 8,044 sh | 8,044 | $276.9K | 0.26% | -1.0% |
| 97 | AMERIPRISE FINANCIAL#97 · 7,969 sh | 7,969 | $274.3K | <0.01% | -0.6% |
| 98 | Kestra Advisory Services#98 · 7,767 sh | 7,767 | $267.4K | <0.01% | -59.2% |
| 99 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#99 · 7,440 sh | 7,440 | $258.9K | 0.02% | -1.2% |
| 100 | Independent Family Office#100 · 6,987 sh | 6,987 | $240.5K | 0.10% | 0.0% |
Funds that sold out of TY in Q2 2026 (13)
Held TY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Shaker Financial Services93,663 sh | 93,663 | $3.0M |
| Quadrant Private Wealth Management38,406 sh | 38,406 | $1.2M |
| WOLVERINE ASSET MANAGEMENT28,679 sh | 28,679 | $906.0K |
| DELTA CAPITAL MANAGEMENT13,342 sh | 13,342 | $421.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP8,898 sh | 8,898 | $281.1K |
| Gateway Wealth Partners7,440 sh | 7,440 | $235.0K |
| Quantedge Capital Pte Ltd6,351 sh | 6,351 | $200.6K |
| MAI Capital Management4,990 sh | 4,990 | $157.6K |
| North Star Investment Management2,987 sh | 2,987 | $94.4K |
| Advisory Services Network612 sh | 612 | $19.3K |
| Ronald Blue368 sh | 368 | $11.6K |
| Sound Income Strategies145 sh | 145 | $4.6K |
| Western Wealth Management93 sh | 93 | $2.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.