Security key
895436103
- Security type / class
- Equity / COM
- Total 13F shares
- 6,246,450
- Total 13F value
- $191,558,273
- Share change
- -349,406
- SEC-reported price per share
- $30.67
- Number of holders
- 146
- Value change
- -$10,665,199
- Number of buys
- 42
- Number of sells
- 55
Report period
Q1 2025
Institutions
146
Top holders
10
TY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
TRI-CONTINENTAL Corp SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 895436103
Recent filing periods:
Ownership snapshot
Top reported holders of TY - TRI-CONTINENTAL Corp - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F
Highest disclosed value: $18,098,268
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $18.1M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$18.1M
Bard Financial Services, Inc.
$14.75M
LAZARD ASSET MANAGEMENT LLC
$14.25M
BLUE BELL PRIVATE WEALTH MANAGEME...
$13.05M
RAYMOND JAMES FINANCIAL INC
$10.31M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$18,098,268
571,102 shares
|
— | 31 Dec 2024 |
| Bard Financial Services, Inc. |
13F
Company
|
—
class O/S missing
|
$14,748,041
465,384 shares
|
— | 31 Dec 2024 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$14,254,000
449,805 shares
|
— | 31 Dec 2024 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$13,047,754
411,731 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$10,314,925
325,495 shares
|
— | 31 Dec 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$9,899,798
312,395 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
146
Shares
6,246,450
Rows available
146
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q1 2026 Across Filers
Q1 2026 holders
152
Q1 2025 holders
146
Holder diff
-6
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend