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TransAlta (TAC) Institutional Ownership

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$13.42 +0.65 (+5.05%)
As of 01:32 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for TransAlta (NYSE:TAC)

Current
Institutional Ownership
Percentage
59.00%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$694.90M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$241.31M
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TAC Institutional Buying and Selling by Quarter

TransAlta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026CenterBook Partners LP362,410$4.38M0.2%N/A0.115%
10/26/2026 Miller Howard Investments Inc. NY10,559$128K0.0%N/A0.003%
10/23/2026 Signaturefd LLC25,447$307K0.0%N/A0.008%
10/22/2026 Cardinal Point Capital Management ULC182,010$2.21M0.1%N/A0.058%
10/17/2026 Lee Financial Co13,003$158K0.0%N/A0.004%
10/16/2026 TD Waterhouse Canada Inc.386,696$4.70M0.0%N/A0.122%
9/23/2026Envestnet Asset Management Inc.11,488$159K0.0%N/A0.004%
9/22/2026State Street Corp1,250,024$17.34M0.0%+5.1%0.396%
9/9/2026The Manufacturers Life Insurance Company290,774$4.02M0.0%+3.9%0.092%
9/9/2026Engineers Gate Manager LP50,683$701K0.0%+222.0%0.016%
9/2/2026Allianz Asset Management GmbH17,971$249K0.0%+5.7%0.006%
8/24/2026First Eagle Investment Management LLC20,360$281K0.0%N/A0.006%
8/22/2026 TD Waterhouse Canada Inc.332,341$28.58M0.1%N/A0.105%
8/20/2026BTG Pactual Asset Management US LLC91,810$1.27M0.1%-45.7%0.029%
8/18/2026Value Aligned Research Advisors LLC2,139,907$29.60M0.1%-17.6%0.677%
8/18/2026Public Employees Retirement System of Ohio91,598$1.27M0.0%N/A0.029%
8/17/2026Capstone Investment Advisors LLC22,100$306K0.0%N/A0.007%
8/17/2026Bank of America Corp DE8,925,097$123.43M0.0%N/A2.824%
8/15/2026Man Group plc1,419,091$19.63M0.0%N/A0.449%
8/15/2026Polar Asset Management Partners Inc.250,000$3.45M0.1%N/A0.079%
8/15/2026Jupiter Topco LLC104,287$1.43M0.0%N/A0.033%
8/14/2026Legal & General Group Plc269,484$3.73M0.0%N/A0.085%
8/14/2026The Manufacturers Life Insurance Company290,774$4.02M0.0%N/A0.092%
8/13/2026Cibc World Market Inc.2,300,636$31.80M0.1%N/A0.728%
8/13/2026Connor Clark & Lunn Investment Management Ltd.1,058,999$14.64M0.0%N/A0.335%
8/13/2026Clear Harbor Asset Management LLC40,700$563K0.0%N/A0.013%
8/13/2026Bank of Nova Scotia2,049,412$28.35M0.0%N/A0.649%
8/12/2026Quantbot Technologies LP109,555$1.52M0.1%N/A0.035%
8/12/2026Periscope Capital Inc.22,000$304.22K0.0%N/A0.007%
8/10/2026Tacita Capital Inc222,601$3.07M1.7%N/A0.070%
8/7/2026BlackRock Inc.206,397$2.85M0.0%N/A0.065%
8/7/2026Deutsche Bank AG20,392$282K0.0%N/A0.006%
8/7/2026Persistent Asset Partners Ltd2,085$29K0.0%N/A0.001%
8/6/2026Alberta Investment Management Corp70,852$979K0.0%N/A0.022%
8/3/2026Walleye Capital LLC61,050$844K0.0%N/A0.019%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab40,527$560K0.0%+130.8%0.013%
5/19/2026Bank of America Corp DE7,957,029$104.24M0.0%-27.8%2.672%
5/18/2026Value Aligned Research Advisors LLC2,596,273$34.13M0.2%N/A0.872%
5/18/2026EverSource Wealth Advisors LLC4,642$61K0.0%+54.7%0.002%
5/18/2026Royal Bank of Canada25,307,692$331.53M0.1%-0.5%8.498%
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5/16/2026The Manufacturers Life Insurance Company279,817$3.68M0.0%-2.1%0.094%
5/16/2026BROOKFIELD Corp ON26,954,624$354.27M0.5%+0.0%9.051%
5/15/2026Sculptor Capital LP533,600$7.00M0.1%-82.2%0.179%
5/14/2026Renaissance Technologies LLC1,428,195$18.71M0.0%+17.9%0.480%
5/14/2026Arrowstreet Capital Limited Partnership415,048$5.45M0.0%N/A0.139%
5/14/2026Bank of Nova Scotia1,338,554$17.60M0.0%+23.8%0.449%
5/14/2026 State of Wyoming5,206$68K0.0%-80.8%0.002%
5/7/2026Dimensional Fund Advisors LP1,629,540$21.34M0.0%+6.0%0.547%
4/29/2026 Sage Rhino Capital LLC11,078$145K0.0%+8.7%0.004%
4/27/2026Private Advisor Group LLC34,000$445K0.0%-6.5%0.011%
4/22/2026Pictet Asset Management Holding SA58,504$767K0.0%+19.6%0.020%
4/20/2026 Cardinal Point Capital Management ULC182,660$2.40M0.1%+8.5%0.061%
3/20/2026Purpose Unlimited Inc.509,253$6.44M0.3%N/A0.172%
3/3/2026 Caitong International Asset Management Co. Ltd6,900$87K0.0%N/A0.002%
2/23/2026Virtu Financial LLC11,626$147K0.0%N/A0.004%
2/19/2026Invesco Ltd.534,715$6.76M0.0%-26.5%0.180%
2/18/2026Vident Advisory LLC71,703$906K0.0%-6.2%0.024%
2/18/2026Mackenzie Financial Corp3,613,617$45.66M0.1%-19.0%1.217%
2/18/2026XTX Topco Ltd32,786$414K0.0%-58.6%0.011%
2/18/2026Yaupon Capital Management LP1,290,906$16.33M0.6%-7.4%0.435%
2/18/2026Tudor Investment Corp ET AL404,429$5.11M0.0%+2,821.5%0.136%
2/18/2026Twinbeech Capital LP33,224$420K0.0%N/A0.011%
2/18/2026Potrero Capital Research LLC1,724,544$21.80M7.3%-31.5%0.581%
2/18/2026Man Group plc2,098,053$26.52M0.0%+159.9%0.707%
2/18/2026Investment Management Corp of Ontario32,401$410K0.0%N/A0.011%
2/18/2026Engineers Gate Manager LP34,849$440K0.0%N/A0.012%
2/18/2026First Manhattan CO. LLC.793,222$10.06M0.0%-7.3%0.267%
2/18/2026Clayton Partners LLC629,572$7.96M5.6%-9.2%0.212%
2/18/2026Ardsley Advisory Partners LP180,000$2.28M0.2%+56.5%0.061%
2/18/2026AYAL Capital Advisors Ltd25,600$324K0.1%-94.4%0.009%
2/17/2026Schonfeld Strategic Advisors LLC81,011$1.02M0.0%N/A0.027%
2/17/2026Ritter Alpha LP10,389$131K5.6%N/A0.003%
2/17/2026 Guardian Partners Inc.72,055$903K0.1%-1.3%0.024%
2/17/2026Westerly Capital Management LLC805,000$10.18M2.2%-10.6%0.271%
2/17/2026Trexquant Investment LP69,002$872K0.0%-74.8%0.023%
2/17/2026BTG Pactual Asset Management US LLC186,980$2.37M0.2%+263.2%0.063%
2/17/2026Public Employees Retirement System of Ohio92,264$1.17M0.0%-14.7%0.031%
2/17/2026Russell Investments Group Ltd.22,862$290K0.0%+339.6%0.008%
2/17/2026Lombard Odier Asset Management USA Corp74,625$944K0.1%-56.4%0.025%
2/16/2026Squarepoint Ops LLC18,348$232K0.0%-76.1%0.006%
2/16/2026Sculptor Capital LP3,000,000$37.96M0.4%N/A1.011%
2/16/2026Vanguard Personalized Indexing Management LLC40,546$513K0.0%+4.7%0.014%
2/16/2026Verition Fund Management LLC227,121$2.87M0.0%+200.7%0.077%
2/16/2026Mariner LLC102,819$1.30M0.0%+13.6%0.035%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund700,000$8.86M0.0%N/A0.236%
2/16/2026Entropy Technologies LP23,977$303K0.0%N/A0.008%
2/16/2026Barclays PLC8,519$108K0.0%-96.9%0.003%
2/16/2026Aigen Investment Management LP31,298$396K0.1%N/A0.011%
2/13/2026The Manufacturers Life Insurance Company 285,840$3.62M0.0%-5.2%0.096%
2/13/2026BROOKFIELD Corp ON 26,947,535$340.62M0.4%+0.0%9.078%
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2/13/2026CANADA LIFE ASSURANCE Co32,304$408K0.0%-5.1%0.011%
2/13/2026Bridgewater Associates LP56,152$711K0.0%-38.5%0.019%
2/13/2026Rubric Capital Management LP17,781,325$224.76M2.7%+11.5%5.990%
2/13/2026Hudson Bay Capital Management LP211,562$2.67M0.0%N/A0.071%
2/13/2026Bank of Nova Scotia1,081,198$13.67M0.0%-12.4%0.364%
2/13/2026Public Sector Pension Investment Board15,360$194K0.0%N/A0.005%
2/13/2026Rokos Capital Management LLP2,293,069$29.00M0.1%-16.9%0.772%
2/13/2026Charles Schwab Investment Management Inc.894,124$11.32M0.0%-0.5%0.301%
2/13/2026State Street Corp1,183,363$15.01M0.0%-4.2%0.399%
2/13/2026Van ECK Associates Corp44,848$567K0.0%-23.0%0.015%


TAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 institutional investors and hedge funds held shares of TransAlta. The most heavily invested institutionals were BROOKFIELD Corp ON ($354.27M), Royal Bank of Canada ($331.53M), Rubric Capital Management LP ($224.76M), Bank of Montreal Can ($168.16M), Millennium Management LLC ($153.81M), Vanguard Group Inc. ($140.69M), and Bank of America Corp DE ($123.43M).Learn more on TransAlta's institutional investors.

59.00% of TransAlta's stock is owned by institutional investors. Learn more on TAC's institutional investor holdings.

Of the 174 institutional investors that purchased TransAlta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($12.89M), Millennium Management LLC ($10.96M), Connor Clark & Lunn Investment Management Ltd. ($7.97M), Rubric Capital Management LP ($6.72M), AustralianSuper Pty Ltd ($5.33M), Bank of Montreal Can ($4.96M), and Artisan Partners Limited Partnership ($4.75M).

Institutional investors have bought a total of 52,180,949 shares in the last 24 months. This purchase volume represents approximately $694.90M in transactions.

Of the 61 institutional investors that sold TransAlta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($3.41M), Sculptor Capital LP ($2.47M), Goldman Sachs Group Inc. ($1.89M), UBS Group AG ($1.65M), Mackenzie Financial Corp ($1.39M), Potrero Capital Research LLC ($794.40K), and CenterBook Partners LP ($700.08K).

Institutional investors have sold a total of 18,533,092 shares in the last 24 months. This volume of shares sold represents approximately $241.31M in transactions.



Institutional ownership data for NYSE:TAC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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