TransAlta Ownership | Who Owns TransAlta?
TransAlta Ownership Summary
TransAlta is owned by 35.34% institutional investors, 0.25% insiders, and 64.41% retail investors. Royal bank of canada is the largest institutional shareholder, holding 11.65% of TAC shares. Fidelity Tactical High Income Sr F8 is the top mutual fund, with 4.04% of its assets in TransAlta shares.
TAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TransAlta | 35.34% | 0.25% | 64.41% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 34.72M | 11.65% | $474.66M |
| Brookfield corp /on/ | 26.94M | 9.04% | $367.95M |
| Fmr | 22.62M | 7.59% | $308.99M |
| Rubric capital management lp | 17.78M | 7.58% | $224.76M |
| Bank of montreal /can/ | 13.30M | 5.66% | $168.16M |
| Vanguard group | 11.12M | 4.74% | $140.69M |
| Oaktree capital management lp | 6.42M | 2.15% | $87.65M |
| Goldman sachs group | 4.90M | 2.09% | $61.90M |
| Millennium management | 5.51M | 1.86% | $77.83M |
| Norges bank | 3.58M | 1.53% | $45.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arvin capital management lp | 3.11M | 7.67% | $42.47M |
| Clayton partners | 693.59K | 7.19% | $9.48M |
| Potrero capital research | 2.52M | 3.96% | $34.43M |
| Westerly capital management | 900.00K | 3.86% | $12.30M |
| Rubric capital management lp | 17.78M | 2.69% | $224.76M |
| Aventail capital group, lp | 2.83M | 1.79% | $38.63M |
| Tacita capital | 208.31K | 1.53% | $2.64M |
| Ayal capital advisors | 256.20K | 1.38% | $3.50M |
| Oaktree capital management lp | 6.42M | 1.35% | $87.65M |
| Heronetta management | 122.00K | 1.22% | $2.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 22.62M | 0.02% | 5.70M |
| Norges bank | 3.58M | 0.00% | 3.58M |
| Bank of montreal /can/ | 13.30M | 0.06% | 2.87M |
| Aventail capital group, lp | 2.83M | 1.79% | 2.83M |
| Rokos capital management llp | 2.76M | 0.16% | 1.99M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Artisan partners limited partnership | - | - | -4.75M |
| Morgan stanley | 3.50M | 0.00% | -4.59M |
| Millennium management | 5.51M | 0.04% | -2.89M |
| Australiansuper pty | - | - | -2.67M |
| Arrowstreet capital, limited partnership | - | - | -2.31M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.58M | 0.00% | 3.58M | $45.30M |
| Aventail capital group, lp | 2.83M | 1.79% | 2.83M | $38.63M |
| J. goldman & co lp | 1.37M | 0.28% | 1.37M | $9.73M |
| Jain global | 618.98K | 0.04% | 618.98K | $8.45M |
| Ayal capital advisors | 256.20K | 1.38% | 256.20K | $3.50M |
Sold Out
| Holder | Change |
|---|---|
| Peak6 | -2.00 |
| Financial gravity asset management | -10.00 |
| Assetmark | -20.00 |
| Hexagon capital partners | -22.00 |
| Cibc private wealth group | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 99 | -46.20% | 82,942,908 | -63.23% | 35 | 0.62% | 52 | -42.86% | 24 | -51.02% |
| Sep 30, 2025 | 92 | -48.02% | 84,770,995 | -57.63% | 28 | 0.63% | 35 | -54.55% | 35 | -49.28% |
| Jun 30, 2025 | 184 | 1.10% | 222,814,597 | 1.96% | 74 | 1.39% | 78 | -17.89% | 72 | 41.18% |
| Mar 31, 2025 | 182 | -11.65% | 218,520,857 | 10.19% | 73 | 1.63% | 96 | - | 50 | -25.37% |
| Dec 31, 2024 | 102 | -38.92% | 77,810,542 | -58.29% | 26 | 0.66% | 48 | -50.52% | 38 | -17.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Tactical High Income Sr F8 | 11.97M | 4.04% | 922.60K |
| RBC Canadian Dividend Fund A | 9.01M | 3.04% | - |
| Fidelity Advisor Multi-Asset Income I | 5.91M | 1.99% | 149.56K |
| Vanguard Total Intl Stock Index Inv | 3.93M | 1.32% | - |
| American Century U.S. Small Cap Growth | 3.78M | 1.27% | 1.66M |
| American Century Small Cap Growth Inv | 3.78M | 1.27% | 1.66M |
| BMO Equal Weight Utilities ETF | 3.67M | 1.24% | 366.25K |
| RBC North American Value Fund A | 3.38M | 1.14% | - |
| Vanguard Developed Markets Index Admiral | 2.56M | 0.86% | 19.72K |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 2.00M | 0.68% | -38.90K |
TAC Ownership FAQ
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