DOSSIER · 13F Holders · Q2 2026

COLUMBIA DIVIDEND INCOME INST3

5 institutions still hold COLUMBIA DIVIDEND INCOME INST3 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19766M840·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
5
filers reporting
Concentration
46.42%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported COLUMBIA DIVIDEND INCOME INST3 in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 46.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$2M49K0.28%Q2 2026
02
Diversified Trust Co
CIK 0001479844
$1M25K0.02%Q2 2026
03
Wealthspire Advisors, LLC
CIK 0001646247
$835K21K0.00%Q2 2026
04
FULTON BANK, N.A.
CIK 0000883782
$221K5K0.01%Q2 2026
05
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$216K5K0.01%Q2 2026