TransAlta Ownership | Who Owns TransAlta?

TransAlta Ownership Summary

TransAlta is owned by 7.76% institutional investors, 0.27% insiders, and 91.97% retail investors. Brookfield corp /on/ is the largest institutional shareholder, holding 9.08% of TAC shares. Fidelity Tactical High Income Sr F8 is the top mutual fund, with 4.02% of its assets in TransAlta shares.

TAC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	TransAlta	7.76%	0.27%	91.97%
Sector	Utilities Stocks	43.45%	7.96%	48.59%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Brookfield corp /on/	26.95M	9.08%	$354.27M
Royal bank of canada	25.31M	8.52%	$331.53M
Rubric capital management lp	17.78M	5.99%	$232.94M
Bank of montreal /can/	17.71M	5.96%	$232.95M
Vanguard group	11.12M	4.74%	$140.69M
Fmr	13.60M	4.58%	$178.82M
Millennium management	8.32M	2.80%	$109.15M
Goldman sachs group	7.53M	2.53%	$98.60M
Oaktree capital management lp	6.42M	2.16%	$84.08M
American century companies	6.30M	2.12%	$82.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Arvin capital management lp	4.49M	7.18%	$58.80M
Potrero capital research	790.37K	6.36%	$10.35M
Clayton partners	631.41K	6.01%	$8.27M
Rubric capital management lp	17.78M	2.47%	$232.94M
Aventail capital group, lp	2.83M	1.79%	$38.63M
Tacita capital	222.60K	1.73%	$2.92M
Westerly capital management	475.00K	1.69%	$6.22M
Oaktree capital management lp	6.42M	1.34%	$84.08M
Timelo investment management	105.00K	1.08%	$1.38M
Arex capital management, lp	40.00K	0.87%	$525.90K

Top Buyers

Holder	Shares	% Assets	Change
Bank of montreal /can/	17.71M	0.09%	4.42M
Norges bank	3.58M	0.00%	3.58M
Aventail capital group, lp	2.83M	1.79%	2.83M
Goldman sachs group	7.53M	0.01%	2.63M
Vanguard fiduciary trust	2.36M	0.01%	2.36M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	13.60M	0.01%	-10.11M
Artisan partners limited partnership	-	-	-4.75M
Australiansuper pty	-	-	-2.67M
Sculptor capital lp	533.60K	0.07%	-2.47M
Diameter capital partners lp	-	-	-1.25M

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
Vanguard fiduciary trust	2.36M	0.01%	2.36M	$31.06M
Two seas capital lp	1.60M	0.29%	1.60M	$20.93M
J. goldman & co lp	1.37M	0.28%	1.37M	$9.73M

Sold Out

Holder	Change
Financial gravity asset management	-10.00
Assetmark	-20.00
Hexagon capital partners	-22.00
Cibc private wealth group	-36.00
Skopos labs	-42.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	56	-70.21%	23,041,213	-89.47%	7	0.09%	31	-65.93%	13	-76.36%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Tactical High Income Sr F8	11.93M	4.02%	-
RBC Canadian Dividend Fund A	9.01M	3.04%	-
Fidelity Advisor Multi-Asset Income I	5.53M	1.86%	-
Vanguard Total Intl Stock Index Inv	3.93M	1.32%	-
BMO Equal Weight Utilities ETF	3.68M	1.24%	-932.00
American Century U.S. Small Cap Growth	3.66M	1.23%	-117.70K
American Century Small Cap Growth Inv	3.66M	1.23%	-117.70K
RBC North American Value Fund A	2.88M	0.97%	-500.00K
Vanguard Developed Markets Index Admiral	2.62M	0.88%	4.57K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	1.99M	0.67%	11.04K

TAC Ownership FAQ

Who owns the most shares of TransAlta?

TransAlta’s largest shareholders are Brookfield corp /on/ (26.95M shares, 9.08%), Royal bank of canada (25.31M shares, 8.52%), and Rubric capital management lp (17.78M shares, 5.99%). Together, they hold 23.58% of TransAlta’s total shares outstanding.

Does Blackrock own TransAlta?

BlackRock is not among the top 10 institutional shareholders of TransAlta.

Who is TransAlta’s biggest shareholder by percentage of total assets invested?

Arvin capital management lp is TransAlta’s biggest shareholder by percentage of total assets invested, with 7.18% of its assets in 4.49M TransAlta shares, valued at 58.8M$.

Who is the top mutual fund holder of TransAlta shares?

Fidelity Tactical High Income Sr F8 is the top mutual fund holder of TransAlta shares, with 4.02% of its total shares outstanding invested in 11.93M TransAlta shares.

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