Who Owns Tri-Continental Corporation (TY)?Hedge Fund & Institutional Holders

$31.50-0.29 (-0.91%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.532022914170002e+189T

% of Float Held

3.8507030881657646e+256%

QoQ Change in Holders

+15 / -2

Price History

$27.37$29.27$31.17$33.08$34.98Aug 24Jun 25Mar 26

TY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+421K+$13.7M
Allspring Global Investments Holdings, LLCNew Position+334K+$10.9M
Focus Partners WealthNew Position+193K+$6.0M
Uncommon Cents Investing LLCNew Position+160K+$5.2M
UMB Bank, n.a.New Position+181K+$5.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+127K+$4.2M
Hennion & Walsh Asset Management, Inc.New Position+124K+$4.0M
D.A. DAVIDSON & CO.New Position+74K+$2.4M
Shaker Financial Services, LLCNew Position+70K+$2.3M
RB Capital Management, LLCNew Position+63K+$2.1M
EP Wealth Advisors, LLCNew Position+88K+$2.0M
Platform Technology PartnersNew Position+67K+$2.0M
EVOLVE PRIVATE WEALTH, LLCNew Position+62K+$2.0M
Concurrent Investment Advisors, LLCNew Position+45K+$1.5M
Beckerman Institutional, LLCNew Position+41K+$1.3M

TY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-32K-$10.0B
WELLS FARGO & COMPANY/MNDecreased-49K-$7.6B
Kovitz Investment Group Partners, LLCClosed Position-198K-$6.7B
STIFEL FINANCIAL CORPDecreased-562-$3.4B
BANK OF AMERICA CORP /DE/Decreased-84-$1.6B
GUGGENHEIM CAPITAL LLCDecreased-1K-$962.1M
&PARTNERSDecreased-3K-$895.8M
Advisors Asset Management, Inc.Decreased-89-$853.0M
Cetera Investment AdvisersDecreased-2K-$839.8M
CIBC Bancorp USA Inc.Closed Position-23K-$766.9M
Heritage Wealth AdvisorsDecreased-860-$646.4M
Corient Private Wealth LLCDecreased-166-$413.2M
Private Advisor Group, LLCDecreased-329-$401.1M
AMERIPRISE FINANCIAL INCDecreased-2K-$393.0M
Koshinski Asset Management, Inc.Decreased-1K-$386.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC2,000$65.3M0.01%Share
2Saba Capital Management, L.P.701,601$22.9M0.68%Share
3MORGAN STANLEY520,708$17.0M0.00%Share
4LAZARD ASSET MANAGEMENT LLC517,626$16.0M0.03%Share
5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC420,932$13.7M2.02%Share
6Allspring Global Investments Holdings, LLC334,257$10.9M0.02%Share
7UBS Group AG261,854$8.6M0.00%Share
8Focus Partners Wealth192,690$6.0M0.01%Share
9RAYMOND JAMES FINANCIAL INC190,990$6.0M0.00%Share
10Uncommon Cents Investing LLC159,856$5.2M1.26%Share
11UMB Bank, n.a.180,580$5.0M0.07%Share
12Cornerstone Advisory, LLC147,472$4.8M0.46%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC127,037$4.2M0.01%Share
14Hennion & Walsh Asset Management, Inc.123,776$4.0M0.14%Share
15WELLS FARGO & COMPANY/MN129,155$4.0M0.00%Share
161620 INVESTMENT ADVISORS, INC.92,338$3.0M2.01%Share
17STIFEL FINANCIAL CORP92,919$3.0M0.00%Share
18Mariner, LLC93,914$3.0M0.00%Share
19Capstone Financial Advisors, Inc.75,513$2.5M0.13%Share
20D.A. DAVIDSON & CO.74,143$2.4M0.01%Share
21Shaker Financial Services, LLC70,445$2.3M0.73%Share
22RB Capital Management, LLC63,494$2.1M0.41%Share
23Stolper Co61,655$2.0M0.59%Share
24FIRST TRUST ADVISORS LP73,338$2.0M0.00%Share
25EP Wealth Advisors, LLC88,120$2.0M0.01%Share
26RAYMOND JAMES FINANCIAL INC82,736$2.0M0.00%Share
27LPL Financial LLC81,303$2.0M0.00%Share
28Platform Technology Partners66,996$2.0M0.43%Share
29EVOLVE PRIVATE WEALTH, LLC61,594$2.0M0.12%Share
30Concurrent Investment Advisors, LLC44,812$1.5M0.02%Share
31Allworth Financial LP41,086$1.3M0.01%Share
32Beckerman Institutional, LLC40,504$1.3M0.74%Share
33Altium Capital Management LLC40,451$1.3M5.22%Share
34Quadrant Private Wealth Management, LLC38,406$1.3M0.21%Share
35WHITENER CAPITAL MANAGEMENT, INC.33,752$1.1M0.25%Share
36Steward Partners Investment Advisory, LLC31,638$1.0M0.01%Share
37BANK OF AMERICA CORP /DE/33,991$1.0M0.00%Share
38ROYAL BANK OF CANADA36,296$1.0M0.00%Share
39Cambridge Investment Research Advisors, Inc.48,532$1.0M0.00%Share
40MORGAN STANLEY38,591$1.0M0.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC53,953$1.0M0.00%Share
42CITADEL ADVISORS LLC44,873$1.0M0.00%Share
43WELLS FARGO & COMPANY/MN43,171$1.0M0.00%Share
44ALBION FINANCIAL GROUP /UT30,496$996K0.06%Share
45Altus Wealth Group LLC30,182$985K0.39%Share
46MGO ONE SEVEN LLC21,850$713K0.01%Share
47KIRR MARBACH & CO LLC /IN/19,882$649K0.12%Share
48Heritage Wealth Advisors18,168$593K0.02%Share
49First PREMIER Bank16,574$541K0.12%Share
50Tower Wealth Partners, Inc.15,464$505K0.28%Share

TY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025147$256.7M+51
Q3 202596$140.6B-42
Q2 2025138$164.4B-7
Q1 2025145$166.8B+22
Q4 2024123$11.1T+25
Q3 202498$63.4T+1
Q2 202497$63.8T+6
Q1 202491$60.9T—

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As of Q4 2025, 50 institutional investors hold TY (Tri-Continental Corporation). The largest holder is Anchor Investment Management, LLC with $65.3M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own TY?

As of Q4 2025, 50 institutional investors report holding TY (Tri-Continental Corporation) in their 13F filings.

Who is the largest institutional holder of TY?

The largest institutional holder of TY is Anchor Investment Management, LLC with $65.3M in shares.

Is institutional ownership of TY increasing or decreasing?

This quarter, 15 institutions opened new positions in TY and 2 closed their positions.