Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 735K | $23.2M | +4.8% | 1.405% | 0.77% |
| 2 | MORGAN STANLEY | 554K | $17.5M | -1.5% | 1.058% | 0.00% |
| 3 | LAZARD ASSET MANAGEMENT LLC | 515K | $16.3M | -0.6% | 0.983% | 0.03% |
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 430K | $13.6M | +2.2% | 0.822% | 1.95% |
| 5 | Allspring Global Investments Holdings, LLC | 366K | $11.6M | +9.5% | 0.699% | 0.02% |
| 6 | RAYMOND JAMES FINANCIAL INC | 261K | $8.2M | -4.7% | 0.499% | 0.00% |
| 7 | UBS Group AG | 213K | $6.7M | -18.7% | 0.408% | 0.00% |
| 8 | Focus Partners Wealth | 199K | $6.3M | +3.1% | 0.380% | 0.01% |
| 9 | UMB BANK N A/MO | 178K | $5.6M | -1.5% | 0.340% | 0.08% |
| 10 | WELLS FARGO & COMPANY/MN | 166K | $5.2M | -5.4% | 0.317% | 0.00% |
| 11 | Uncommon Cents Investing LLC | 160K | $5.0M | -0.1% | 0.305% | 1.17% |
| 12 | Cornerstone Advisory, LLC | 152K | $4.8M | +2.8% | 0.290% | 0.47% |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 123K | $3.9M | +395.8% | 0.235% | 0.01% |
| 14 | STIFEL FINANCIAL CORP | 104K | $3.3M | +3.8% | 0.198% | 0.00% |
| 15 | Mariner, LLC | 97K | $3.1M | +2.9% | 0.185% | 0.00% |
| 16 | Shaker Financial Services, LLC | 94K | $3.0M | +33.0% | 0.179% | 1.03% |
| 17 | 1620 INVESTMENT ADVISORS, INC. | 93K | $2.9M | +0.3% | 0.177% | 1.98% |
| 18 | EP Wealth Advisors, LLC | 86K | $2.7M | -2.1% | 0.165% | 0.01% |
| 19 | FIRST TRUST ADVISORS LP | 85K | $2.7M | +15.3% | 0.162% | 0.00% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83K | $2.6M | -35.0% | 0.158% | 0.01% |
| 21 | Altium Capital Management LP | 79K | $2.5M | +95.1% | 0.151% | 5.93% |
| 22 | LPL Financial LLC | 79K | $2.5M | -3.2% | 0.150% | 0.00% |
| 23 | Capstone Financial Advisors, Inc. | 76K | $2.4M | 0.0% | 0.144% | 0.13% |
| 24 | D.A. DAVIDSON & CO. | 73K | $2.3M | -1.4% | 0.140% | 0.01% |
| 25 | Platform Technology Partners | 67K | $2.1M | 0.0% | 0.128% | 0.41% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TY — a direct measure of their conviction.
Filings activity in TY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 149 | +2.1% | 11.24% | 0.12 pp | $207M | 1.0% |
| Q4 2025 | 146 | 3.3% | 11.36% | 0.21 pp | $209M | 1.8% |
| Q3 2025 | 151 | +1.3% | 11.57% | +1.80 pp | $213M | +18% |
| Q2 2025 | 149 | +3.5% | 9.77% | +0.90 pp | $180M | +10% |
| Q1 2025 | 144 | 1.4% | 8.87% | 1.47 pp | $163M | 14% |
| Q4 2024 | 146 | +9.0% | 10.34% | +0.04 pp | $190M | +0.4% |
| Q3 2024 | 134 | +1.5% | 10.30% | +0.89 pp | $190M | +9.4% |
| Q2 2024 | 132 | — | 9.41% | — | $173M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TY stock.
Based on Q1 2026 13F filings, institutional ownership of Tri-Continental Corporation stands at 11.2%, held across 149 reporting institutions.
Saba Capital Management, L.P. is the largest reported institutional holder of TY, with approximately 735,098 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TY.
Our composite Smart Money Score for TY is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in TY during Q1 2026, while 12 fully exited. 24 added to existing positions and 109 trimmed.
TY institutional ownership fell by 0.12 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 55.2% of all reported 13F value in TY, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Tri-Continental Corporation (TY) Institutional Ownership