TransAlta Ownership | Who Owns TransAlta?
TransAlta Ownership Summary
TransAlta is owned by 78.74% institutional investors, 0.27% insiders, and 20.99% retail investors. Brookfield corp /on/ is the largest institutional shareholder, holding 9.08% of TAC shares. RBC Canadian Dividend Fund A is the top mutual fund, with 3.02% of its assets in TransAlta shares.
TAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TransAlta | 78.74% | 0.27% | 20.99% |
| Sector | Utilities Stocks | 65.34% | 6.66% | 28.01% |
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 |
| Arex capital management, lp | 40.00K | 0.87% | $525.90K |
| Yaupon capital management lp | 1.79M | 0.73% | $23.52M |
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 |
| Artemis investment management llp | - | - | -1.88M |
| Two seas capital lp | - | - | -1.60M |
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 |
| J. goldman & co lp | 1.37M | 0.28% | 1.37M | $9.73M |
| Vanguard global advisers | 844.71K | 0.01% | 844.71K | $11.11M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 196 | 1.03% | 237,809,519 | 9.46% | 78 | 1.47% | 101 | -4.72% | 56 | 14.29% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RBC Canadian Dividend Fund A | 9.54M | 3.02% | 529.80K |
| Fidelity Tactical High Income Sr F8 | 7.65M | 2.58% | -3.72M |
| American Century U.S. Small Cap Growth | 4.60M | 1.46% | 937.36K |
| American Century Small Cap Growth Inv | 4.60M | 1.46% | 937.36K |
| Vanguard Total Intl Stock Index Inv | 3.91M | 1.24% | -11.93K |
| Fidelity Advisor Multi-Asset Income I | 3.61M | 1.22% | -1.92M |
| BMO Equal Weight Utilities ETF | 3.44M | 1.09% | 12.13K |
| BlackRock Global Equity Mkt Netrl Instl | 3.09M | 0.98% | 524.76K |
| RBC North American Value Fund A | 3.05M | 0.96% | -125.00K |
| Vanguard Developed Markets Index Admiral | 2.64M | 0.84% | 21.53K |
TAC Ownership FAQ
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