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TransAlta (TAC) Institutional Ownership

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$17.10 +1.51 (+9.65%)
Closing price 03:58 PM Eastern
Extended Trading
$17.08 -0.02 (-0.12%)
As of 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
59.00%
Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$749.15M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$548.71M
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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
8/27/2025Orion Porfolio Solutions LLC14,765$159K0.0%N/A0.005%
8/27/2025Squarepoint Ops LLC64,775$699K0.0%+68.0%0.022%
8/19/2025State of Wyoming6,103$66K0.0%-61.0%0.002%
8/15/2025CANADA LIFE ASSURANCE Co32,224$347K0.0%-58.8%0.011%
8/15/2025BROOKFIELD Corp ON 26,936,780$290.65M0.4%+0.0%9.088%
8/15/2025Vident Advisory LLC80,409$868K0.0%-4.9%0.027%
8/15/2025Rubric Capital Management LP15,948,451$172.08M2.6%+32.9%5.381%
8/15/2025Orion Porfolio Solutions LLC14,765$159K0.0%N/A0.005%
8/15/2025Engineers Gate Manager LP11,838$128K0.0%-56.7%0.004%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp158,295$1.71M0.0%-77.3%0.053%
8/15/2025BTG Pactual Asset Management US LLC83,781$904K0.1%N/A0.028%
8/15/2025Brevan Howard Capital Management LP120,000$1.30M0.0%-89.6%0.040%
8/15/2025Balyasny Asset Management L.P.295,347$3.19M0.0%+418.8%0.100%
8/15/2025Bank of America Corp DE7,577,664$81.76M0.0%-6.3%2.557%
8/15/2025AREX Capital Management LP25,000$270K0.5%N/A0.008%
8/14/2025Westerly Capital Management LLC767,500$8.28M3.1%N/A0.259%
8/14/2025Raymond James Financial Inc.58,361$630K0.0%-1.7%0.020%
8/14/2025Caption Management LLC92,664$1M0.0%-5.9%0.031%
8/14/2025The Manufacturers Life Insurance Company 211,646$2.27M0.0%-1.7%0.071%
8/14/2025Ardsley Advisory Partners LP105,000$1.13M0.1%-19.2%0.035%
8/14/2025Qube Research & Technologies Ltd206,813$2.23M0.0%-16.5%0.070%
8/14/2025Intact Investment Management Inc.692,550$7.47M0.3%+26.1%0.234%
8/14/2025Investment Management Corp of Ontario15,797$170K0.0%-6.0%0.005%
8/14/2025Bank of Nova Scotia1,316,630$14.20M0.0%-10.0%0.444%
8/13/2025Oaktree Capital Management LP6,085,253$65.51M1.1%+9.0%2.053%
8/13/2025Invesco Ltd.1,075,171$11.60M0.0%+18.9%0.363%
8/13/2025Quantbot Technologies LP56,920$614K0.0%-6.7%0.019%
8/13/2025Mackenzie Financial Corp5,004,721$54.02M0.1%-0.9%1.689%
8/13/2025Quadrature Capital Ltd16,056$173K0.0%N/A0.005%
8/13/2025Scotia Capital Inc.317,231$3.42M0.0%-3.3%0.107%
8/13/2025Hsbc Holdings PLC104,502$1.13M0.0%N/A0.035%
8/13/2025Quadrant Capital Group LLC17,276$186K0.0%-6.5%0.006%
8/13/2025Northwest & Ethical Investments L.P.23,952$258K0.0%-14.2%0.008%
8/13/2025Russell Investments Group Ltd.56,026$603K0.0%-20.9%0.019%
8/12/2025XTX Topco Ltd22,393$242K0.0%N/A0.008%
8/12/2025American Century Companies Inc.3,056,347$32.97M0.0%-41.4%1.031%
8/12/2025CenterBook Partners LP775,454$8.37M0.5%N/A0.262%
8/12/2025Franklin Resources Inc.40,340$435K0.0%-85.7%0.014%
8/12/2025Legal & General Group Plc309,139$3.33M0.0%+3.0%0.104%
8/12/2025JPMorgan Chase & Co.16,903$182K0.0%-98.3%0.006%
8/12/2025Entropy Technologies LP18,033$195K0.0%+41.8%0.006%
8/12/2025Swiss National Bank544,500$5.85M0.0%-1.5%0.184%
8/11/2025TD Waterhouse Canada Inc.70,554$754K0.0%+19.5%0.024%
8/11/2025Greenland Capital Management LP181,126$1.95M0.2%+107.8%0.061%
8/8/2025Creative Planning51,336$554K0.0%+6.9%0.017%
8/8/2025Geode Capital Management LLC152,816$1.66M0.0%+3.5%0.052%
8/8/2025Tobam7,979$86K0.0%-27.1%0.003%
8/8/2025Jupiter Asset Management Ltd.23,418$252K0.0%-38.5%0.008%
8/7/2025Connor Clark & Lunn Investment Management Ltd.1,006,599$10.87M0.0%-62.6%0.340%
8/6/2025Fox Run Management L.L.C.12,952$140K0.0%N/A0.004%
8/6/2025First Eagle Investment Management LLC15,350$166K0.0%-20.3%0.005%
8/6/2025Savant Capital LLC11,745$127K0.0%N/A0.004%
8/6/2025Heronetta Management L.P.85,000$917K0.6%+10.4%0.029%
8/6/2025Timelo Investment Management Inc.60,000$647K0.9%N/A0.020%
8/5/2025Bank of Montreal Can9,055,479$97.75M0.0%-29.5%3.055%
8/1/2025Y Intercept Hong Kong Ltd96,266$1.04M0.0%N/A0.032%
7/31/2025Cardinal Point Capital Management ULC172,985$1.86M0.1%+19.5%0.058%
7/30/2025DekaBank Deutsche Girozentrale34,081$362K0.0%+51.4%0.011%
7/28/2025Allianz Asset Management GmbH394,433$4.25M0.0%-6.5%0.133%
7/28/2025TD Asset Management Inc1,266,801$13.64M0.0%-55.4%0.427%
7/25/2025Vanguard Personalized Indexing Management LLC44,415$479K0.0%-2.3%0.015%
7/16/2025Signaturefd LLC25,625$276K0.0%-5.2%0.009%
7/15/2025Public Employees Retirement System of Ohio107,868$1.16M0.0%+6.7%0.036%
7/15/2025Ballentine Partners LLC12,461$134K0.0%N/A0.004%
7/14/2025Clear Harbor Asset Management LLC54,300$586K0.0%-2.0%0.018%
7/14/2025Sowell Financial Services LLC23,892$258K0.0%+6.0%0.008%
6/10/2025BROOKFIELD Corp ON26,930,439$251.80M1.4%-24.2%9.084%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC208,969$1.95M0.0%+27.8%0.070%
5/16/2025Yaupon Capital Management LP1,680,101$15.68M0.8%+138.0%0.567%
5/16/2025Guardian Partners Inc.75,954$710K0.1%-4.3%0.026%
5/16/2025Dynamic Technology Lab Private Ltd33,444$313K0.0%N/A0.011%
5/16/2025Millennium Management LLC16,462,892$153.81M0.1%+199.1%5.553%
5/16/2025Ardsley Advisory Partners LP130,000$1.21M0.2%-80.7%0.044%
5/15/2025Federation des caisses Desjardins du Quebec1,390,244$12.95M0.1%-45.7%0.469%
5/15/2025First Manhattan CO. LLC.881,682$8.28M0.0%-0.9%0.297%
5/15/2025Caption Management LLC98,493$921K0.0%+156.2%0.033%
5/15/2025Vident Advisory LLC84,534$790K0.0%+22.5%0.029%
5/15/2025Canada Pension Plan Investment Board450,000$4.20M0.0%N/A0.152%
5/15/2025Clayton Partners LLC561,281$5.25M4.6%-28.0%0.189%
5/15/2025State of Wyoming15,654$146K0.0%N/A0.005%
5/15/2025Trexquant Investment LP353,732$3.31M0.0%+301.4%0.119%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp697,393$6.51M0.0%+491.9%0.235%
5/14/2025Quantbot Technologies LP61,026$571K0.0%N/A0.021%
5/14/2025Wellington Management Group LLP225,231$2.10M0.0%-44.5%0.076%
5/13/2025Versor Investments LP56,400$526K0.1%N/A0.019%
5/13/2025Summit Securities Group LLC30,000$280K0.0%-55.0%0.010%
5/13/2025Northwest & Ethical Investments L.P.27,922$261K0.0%-35.0%0.009%
5/13/2025American Century Companies Inc.5,212,856$48.65M0.0%+7.0%1.758%
5/13/2025Tacita Capital Inc219,313$2.05M1.5%-2.2%0.074%
5/13/2025Caitong International Asset Management Co. Ltd4,389$41K0.0%+48,666.7%0.001%
5/13/2025Russell Investments Group Ltd.70,824$661K0.0%+25.2%0.024%
5/12/2025Nuveen LLC220,336$2.06M0.0%N/A0.074%
5/12/2025Aigen Investment Management LP62,823$587K0.1%N/A0.021%
5/12/2025Entropy Technologies LP12,721$119K0.0%N/A0.004%
5/12/2025Invesco Ltd.904,342$8.46M0.0%+1,150.1%0.305%
5/12/2025Connor Clark & Lunn Investment Management Ltd.2,689,452$25.10M0.1%-66.4%0.907%
5/12/2025Swiss National Bank552,600$5.16M0.0%+10.3%0.186%
5/9/2025Charles Schwab Investment Management Inc.842,489$7.86M0.0%-2.8%0.283%
5/9/2025Vanguard Group Inc.10,291,968$96.06M0.0%+0.6%3.452%
5/9/2025Scotia Capital Inc.328,041$3.06M0.0%-43.6%0.110%
(Data available from 1/1/2016 forward)

TAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAC shares?

During the previous two years, 181 institutional investors and hedge funds held shares of TransAlta. The most heavily invested institutionals were Royal Bank of Canada ($342.11M), BROOKFIELD Corp ON ($290.65M), Rubric Capital Management LP ($172.08M), Millennium Management LLC ($153.81M), FMR LLC ($116.76M), Bank of Montreal Can ($97.75M), and Vanguard Group Inc. ($96.06M).Learn more on TransAlta's institutional investors.

What percentage of TransAlta's stock is owned by institutional investors?

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

Which institutional investors have been buying TransAlta's stock?

Of the 152 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: Millennium Management LLC ($10.96M), Connor Clark & Lunn Investment Management Ltd. ($6.91M), Rubric Capital Management LP ($6.60M), Artisan Partners Limited Partnership ($4.75M), American Century Companies Inc. ($4.42M), FMR LLC ($4.07M), and Bank of America Corp DE ($3.97M).

How much institutional buying is happening at TransAlta?

Institutional investors have bought a total of 61,460,148 shares in the last 24 months. This purchase volume represents approximately $749.15M in transactions.

Which of TransAlta's major shareholders have been selling company stock?

Of the 79 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: BROOKFIELD Corp ON ($8.59M), Connor Clark & Lunn Investment Management Ltd. ($7.00M), Bank of Montreal Can ($3.80M), CIBC Asset Management Inc ($3.49M), Millennium Management LLC ($2.89M), TD Asset Management Inc ($2.17M), and American Century Companies Inc. ($2.16M).

How much institutional selling is happening at TransAlta?

Institutional investors have sold a total of 49,097,714 shares in the last 24 months. This volume of shares sold represents approximately $548.71M in transactions.



This page (NYSE:TAC) was last updated on 10/13/2025 by MarketBeat.com Staff
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