TransAlta Ownership | Who Owns TransAlta?
TransAlta Ownership Summary
TransAlta is owned by 74.77% institutional investors, 0.27% insiders, and 24.96% retail investors. Royal bank of canada is the largest institutional shareholder, holding 10.10% of TAC shares. RBC Canadian Dividend Fund A is the top mutual fund, with 3.55% of its assets in TransAlta shares.
TAC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | TransAlta | 74.77% | 0.27% | 24.96% |
Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Royal bank of canada | 29.89M | 10.10% | $422.97M |
Brookfield corp /on/ | 26.94M | 9.04% | $290.65M |
Vanguard group | 10.23M | 3.46% | $144.68M |
Bank of montreal /can/ | 9.29M | 3.14% | $131.22M |
Fmr | 8.26M | 2.79% | $116.76M |
Rubric capital management lp | 7.61M | 2.57% | $107.72M |
Oaktree capital management lp | 6.09M | 2.04% | $65.51M |
Millennium management | 5.51M | 1.86% | $77.83M |
Mackenzie financial | 5.00M | 1.68% | $54.02M |
Td asset management | 3.43M | 1.16% | $48.53M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Potrero capital research | 2.52M | 6.58% | $27.18M |
Arvin capital management lp | 2.93M | 6.48% | $31.65M |
Clayton partners | 661.58K | 6.00% | $7.14M |
Westerly capital management | 767.50K | 3.07% | $8.28M |
Tacita capital | 219.31K | 1.52% | $2.37M |
Rubric capital management lp | 7.61M | 1.38% | $107.72M |
Oaktree capital management lp | 6.09M | 1.13% | $65.51M |
Heronetta management | 77.00K | 0.89% | $1.57M |
Timelo investment management | 60.00K | 0.87% | $647.40K |
Yaupon capital management lp | 1.16M | 0.56% | $12.52M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 8.26M | 0.01% | 3.66M |
Ubs group | 2.27M | 0.01% | 2.23M |
Rubric capital management lp | 7.61M | 1.38% | 1.99M |
J. goldman & co lp | 1.37M | 0.28% | 1.37M |
Toronto dominion bank | 2.34M | 0.04% | 1.20M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Royal bank of canada | 29.89M | 0.08% | -11.96M |
Artisan partners limited partnership | - | - | -4.75M |
Millennium management | 5.51M | 0.04% | -2.89M |
Arrowstreet capital, limited partnership | - | - | -2.31M |
American century companies | 3.06M | 0.02% | -2.16M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
J. goldman & co lp | 1.37M | 0.28% | 1.37M | $9.73M |
Westerly capital management | 767.50K | 3.07% | 767.50K | $8.28M |
Value aligned research advisors | 633.59K | 0.14% | 633.59K | $6.84M |
Verition fund management | 141.74K | 0.01% | 141.74K | $1.53M |
Van lanschot kempen investment management | 118.32K | 0.02% | 118.32K | $1.74M |
Sold Out
Holder | Change |
---|---|
Financial gravity asset management | -10.00 |
Assetmark | -20.00 |
Hexagon capital partners | -22.00 |
Farther finance advisors | -31.00 |
Cibc private wealth group | -36.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Sep 30, 2024 | 166 | 13.70% | 186,547,031 | 3.08% | 63 | 1.83% | 96 | 10.34% | 46 | 9.52% |
Jun 30, 2024 | 146 | 0.69% | 180,916,579 | 2.33% | 58 | 1.78% | 86 | 7.50% | 43 | 13.16% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
RBC Canadian Dividend Fund A | 10.51M | 3.55% | - |
Fidelity Tactical High Income Sr F8 | 8.19M | 2.76% | 1.21M |
Fidelity Advisor Multi-Asset Income I | 6.06M | 2.04% | 659.70K |
Vanguard Total Intl Stock Index Inv | 3.88M | 1.31% | - |
RBC North American Value Fund A | 3.68M | 1.24% | 70.32K |
BMO Equal Weight Utilities ETF | 3.67M | 1.24% | 366.25K |
RBC Private Canadian Equity Pool I | 3.00M | 1.01% | 570.08K |
Vanguard Developed Markets Index Admiral | 2.44M | 0.82% | 23.00K |
American Century Small Cap Growth Inv | 2.18M | 0.74% | -831.62K |
American Century U.S. Small Cap Growth | 2.18M | 0.74% | -831.62K |
TAC Ownership FAQ
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