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TransAlta (TAC) Institutional Ownership

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$12.04 +0.23 (+1.91%)
As of 11:53 AM Eastern
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Institutional Ownership Changes (13F Filings) for TransAlta (NYSE:TAC)

Current
Institutional Ownership
Percentage
59.00%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$718.10M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$244.52M
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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
9/2/2026 Allianz Asset Management GmbH17,971$249K0.0%+5.7%0.006%
8/24/2026 First 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%
8/20/2026 BTG Pactual Asset Management US LLC91,810$1.27M0.1%-45.7%0.029%
8/18/2026 Value Aligned Research Advisors LLC2,139,907$29.60M0.1%-17.6%0.677%
8/18/2026 Public Employees Retirement System of Ohio91,598$1.27M0.0%N/A0.029%
8/17/2026 Capstone Investment Advisors LLC22,100$306K0.0%N/A0.007%
8/17/2026 Bank of America Corp DE8,925,097$123.43M0.0%N/A2.824%
8/15/2026 Man Group plc1,419,091$19.63M0.0%N/A0.449%
8/15/2026 Polar Asset Management Partners Inc.250,000$3.45M0.1%N/A0.079%
8/15/2026 Jupiter Topco LLC104,287$1.43M0.0%N/A0.033%
8/14/2026 Legal & General Group Plc269,484$3.73M0.0%N/A0.085%
8/14/2026 The Manufacturers Life Insurance Company290,774$4.02M0.0%N/A0.092%
8/13/2026 Cibc World Market Inc.2,300,636$31.80M0.1%N/A0.728%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.1,058,999$14.64M0.0%N/A0.335%
8/13/2026 Clear Harbor Asset Management LLC40,700$563K0.0%N/A0.013%
8/13/2026 Bank of Nova Scotia2,049,412$28.35M0.0%N/A0.649%
8/12/2026 Quantbot Technologies LP109,555$1.52M0.1%N/A0.035%
8/12/2026 Periscope Capital Inc.22,000$304.22K0.0%N/A0.007%
8/10/2026 Tacita Capital Inc222,601$3.07M1.7%N/A0.070%
8/7/2026 BlackRock Inc.206,397$2.85M0.0%N/A0.065%
8/7/2026 Deutsche Bank AG20,392$282K0.0%N/A0.006%
8/7/2026 Persistent Asset Partners Ltd2,085$29K0.0%N/A0.001%
8/6/2026 Alberta Investment Management Corp70,852$979K0.0%N/A0.022%
8/3/2026 Walleye Capital LLC61,050$844K0.0%N/A0.019%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab40,527$560K0.0%+130.8%0.013%
5/19/2026 Bank of America Corp DE7,957,029$104.24M0.0%-27.8%2.672%
5/18/2026 Value Aligned Research Advisors LLC2,596,273$34.13M0.2%N/A0.872%
5/18/2026 EverSource Wealth Advisors LLC4,642$61K0.0%+54.7%0.002%
5/18/2026 Royal Bank of Canada25,307,692$331.53M0.1%-0.5%8.498%
5/16/2026 The Manufacturers Life Insurance Company279,817$3.68M0.0%-2.1%0.094%
5/16/2026 BROOKFIELD Corp ON26,954,624$354.27M0.5%+0.0%9.051%
5/15/2026 Sculptor Capital LP533,600$7.00M0.1%-82.2%0.179%
5/14/2026 Renaissance Technologies LLC1,428,195$18.71M0.0%+17.9%0.480%
5/14/2026 Arrowstreet Capital Limited Partnership415,048$5.45M0.0%N/A0.139%
5/14/2026 Bank 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%
5/7/2026 Dimensional 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%
4/27/2026 Private Advisor Group LLC34,000$445K0.0%-6.5%0.011%
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4/22/2026 Pictet 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%
3/20/2026 Purpose 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%
2/23/2026 Virtu Financial LLC11,626$147K0.0%N/A0.004%
2/19/2026 Invesco Ltd.534,715$6.76M0.0%-26.5%0.180%
2/18/2026 Vident Advisory LLC71,703$906K0.0%-6.2%0.024%
2/18/2026 Mackenzie Financial Corp3,613,617$45.66M0.1%-19.0%1.217%
2/18/2026 XTX Topco Ltd32,786$414K0.0%-58.6%0.011%
2/18/2026 Yaupon Capital Management LP1,290,906$16.33M0.6%-7.4%0.435%
2/18/2026 Tudor Investment Corp ET AL404,429$5.11M0.0%+2,821.5%0.136%
2/18/2026 Twinbeech Capital LP33,224$420K0.0%N/A0.011%
2/18/2026 Potrero Capital Research LLC1,724,544$21.80M7.3%-31.5%0.581%
2/18/2026 Man Group plc2,098,053$26.52M0.0%+159.9%0.707%
2/18/2026 Investment Management Corp of Ontario32,401$410K0.0%N/A0.011%
2/18/2026 Engineers Gate Manager LP34,849$440K0.0%N/A0.012%
2/18/2026 First Manhattan CO. LLC.793,222$10.06M0.0%-7.3%0.267%
2/18/2026 Clayton Partners LLC629,572$7.96M5.6%-9.2%0.212%
2/18/2026 Ardsley Advisory Partners LP180,000$2.28M0.2%+56.5%0.061%
2/18/2026 AYAL Capital Advisors Ltd25,600$324K0.1%-94.4%0.009%
2/17/2026 Schonfeld 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%
2/17/2026 Westerly Capital Management LLC805,000$10.18M2.2%-10.6%0.271%
2/17/2026 Trexquant Investment LP69,002$872K0.0%-74.8%0.023%
2/17/2026 BTG Pactual Asset Management US LLC186,980$2.37M0.2%+263.2%0.063%
2/17/2026 Public Employees Retirement System of Ohio92,264$1.17M0.0%-14.7%0.031%
2/17/2026 Russell Investments Group Ltd.22,862$290K0.0%+339.6%0.008%
2/17/2026 Lombard Odier Asset Management USA Corp74,625$944K0.1%-56.4%0.025%
2/16/2026 Squarepoint Ops LLC18,348$232K0.0%-76.1%0.006%
2/16/2026 Sculptor Capital LP3,000,000$37.96M0.4%N/A1.011%
2/16/2026 Vanguard Personalized Indexing Management LLC40,546$513K0.0%+4.7%0.014%
2/16/2026 Verition Fund Management LLC227,121$2.87M0.0%+200.7%0.077%
2/16/2026 Mariner LLC102,819$1.30M0.0%+13.6%0.035%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund700,000$8.86M0.0%N/A0.236%
2/16/2026 Entropy Technologies LP23,977$303K0.0%N/A0.008%
2/16/2026 Barclays PLC8,519$108K0.0%-96.9%0.003%
2/16/2026 Aigen Investment Management LP31,298$396K0.1%N/A0.011%
2/13/2026 The Manufacturers Life Insurance Company 285,840$3.62M0.0%-5.2%0.096%
2/13/2026 BROOKFIELD Corp ON 26,947,535$340.62M0.4%+0.0%9.078%
2/13/2026 CANADA LIFE ASSURANCE Co32,304$408K0.0%-5.1%0.011%
2/13/2026 Bridgewater Associates LP56,152$711K0.0%-38.5%0.019%
2/13/2026 Rubric Capital Management LP17,781,325$224.76M2.7%+11.5%5.990%
2/13/2026 Hudson Bay Capital Management LP211,562$2.67M0.0%N/A0.071%
2/13/2026 Bank of Nova Scotia1,081,198$13.67M0.0%-12.4%0.364%
2/13/2026 Public Sector Pension Investment Board15,360$194K0.0%N/A0.005%
2/13/2026 Rokos Capital Management LLP2,293,069$29.00M0.1%-16.9%0.772%
2/13/2026 Charles Schwab Investment Management Inc.894,124$11.32M0.0%-0.5%0.301%
2/13/2026 State Street Corp1,183,363$15.01M0.0%-4.2%0.399%
2/13/2026 Van ECK Associates Corp44,848$567K0.0%-23.0%0.015%
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2/13/2026 Dynamic Technology Lab Private Ltd32,810$415K0.1%+82.6%0.011%
2/13/2026 Caitong International Asset Management Co. Ltd2,942$37K0.1%N/A0.001%
2/13/2026 Van Lanschot Kempen Investment Management N.V.244,856$3.10M0.0%+9.1%0.082%
2/12/2026 Northwest & Ethical Investments L.P.30,172$382K0.0%+29.3%0.010%
2/12/2026 Federation des caisses Desjardins du Quebec535,816$6.77M0.0%-31.1%0.181%
2/12/2026 Orion Porfolio Solutions LLC26,133$330K0.0%+37.7%0.009%
2/12/2026 Renaissance Technologies LLC1,210,995$15.31M0.0%+17.6%0.408%
2/12/2026 Dimensional Fund Advisors LP1,537,875$19.44M0.0%+6.7%0.518%
2/12/2026 Campbell & CO Investment Adviser LLC88,622$1.12M0.1%N/A0.030%
2/12/2026 Bank of Montreal Can13,295,335$168.16M0.1%+27.5%4.479%


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 172 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 53,768,473 shares in the last 24 months. This purchase volume represents approximately $718.10M in transactions.

Of the 63 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 18,767,417 shares in the last 24 months. This volume of shares sold represents approximately $244.52M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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