TRI-CONTINENTAL Corp - COM (TY)

CUSIP: 895436103

Q2 2025 13F Holders as of 30 Jun 2025

Share change
+299,433
SEC-reported price per share
$31.66
Number of holders
150
Value change
+$9,511,286
Number of buys
64
Number of sells
48

Security key

895436103

Report period

Q2 2025

Institutions

150

Top holders

10

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 Mar 2025
13F Highest disclosed value: $17,360,089 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 $17.36M.

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 $17.36M
LAZARD ASSET MANAGEMENT LLC $13.8M
Bard Financial Services, Inc. $13.61M
BLUE BELL PRIVATE WEALTH MANAGEME... $12.63M
UBS Group AG $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
13F
class O/S missing
$17,360,089
566,027 shares
31 Mar 2025
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$13,795,000
449,805 shares
31 Mar 2025
Bard Financial Services, Inc.
13F
Company
13F
class O/S missing
$13,612,389
443,834 shares
31 Mar 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$12,626,907
411,702 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
class O/S missing
$10,314,628
336,310 shares
31 Mar 2025
Allspring Global Investments Holdings, LLC
13F
Company
13F
class O/S missing
$8,481,819
276,551 shares
31 Mar 2025
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 Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
150
Shares
6,516,686
Rows available
150
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 Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
146
Q2 2025 holders
150
Holder diff
4
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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