TransAlta Ownership | Who Owns TransAlta?


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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


TypeName% Inst% Insiders% Retail
StockTransAlta74.77%0.27%24.96%
SectorUtilities Stocks61.50%8.03%30.47%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Royal bank of canada29.89M10.10%$422.97M
Brookfield corp /on/26.94M9.04%$290.65M
Vanguard group10.23M3.46%$144.68M
Bank of montreal /can/9.29M3.14%$131.22M
Fmr8.26M2.79%$116.76M
Rubric capital management lp7.61M2.57%$107.72M
Oaktree capital management lp6.09M2.04%$65.51M
Millennium management5.51M1.86%$77.83M
Mackenzie financial5.00M1.68%$54.02M
Td asset management3.43M1.16%$48.53M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Potrero capital research2.52M6.58%$27.18M
Arvin capital management lp2.93M6.48%$31.65M
Clayton partners661.58K6.00%$7.14M
Westerly capital management767.50K3.07%$8.28M
Tacita capital219.31K1.52%$2.37M
Rubric capital management lp7.61M1.38%$107.72M
Oaktree capital management lp6.09M1.13%$65.51M
Heronetta management77.00K0.89%$1.57M
Timelo investment management60.00K0.87%$647.40K
Yaupon capital management lp1.16M0.56%$12.52M

Top Buyers

HolderShares% AssetsChange
Fmr8.26M0.01%3.66M
Ubs group2.27M0.01%2.23M
Rubric capital management lp7.61M1.38%1.99M
J. goldman & co lp1.37M0.28%1.37M
Toronto dominion bank2.34M0.04%1.20M

Top Sellers

HolderShares% AssetsChange
Royal bank of canada29.89M0.08%-11.96M
Artisan partners limited partnership---4.75M
Millennium management5.51M0.04%-2.89M
Arrowstreet capital, limited partnership---2.31M
American century companies3.06M0.02%-2.16M

New Positions

HolderShares% AssetsChangeValue
J. goldman & co lp1.37M0.28%1.37M$9.73M
Westerly capital management767.50K3.07%767.50K$8.28M
Value aligned research advisors633.59K0.14%633.59K$6.84M
Verition fund management141.74K0.01%141.74K$1.53M
Van lanschot kempen investment management118.32K0.02%118.32K$1.74M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251841.10%222,814,5971.96%741.39%78-17.89%7241.18%
Mar 31, 2025182-11.65%218,520,85710.19%731.63%96-50-25.37%
Dec 31, 2024102-38.92%77,810,542-58.29%260.66%48-50.52%38-17.39%
Sep 30, 202416613.70%186,547,0313.08%631.83%9610.34%469.52%
Jun 30, 20241460.69%180,916,5792.33%581.78%867.50%4313.16%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
RBC Canadian Dividend Fund A10.51M3.55%-
Fidelity Tactical High Income Sr F88.19M2.76%1.21M
Fidelity Advisor Multi-Asset Income I6.06M2.04%659.70K
Vanguard Total Intl Stock Index Inv3.88M1.31%-
RBC North American Value Fund A3.68M1.24%70.32K
BMO Equal Weight Utilities ETF3.67M1.24%366.25K
RBC Private Canadian Equity Pool I3.00M1.01%570.08K
Vanguard Developed Markets Index Admiral2.44M0.82%23.00K
American Century Small Cap Growth Inv2.18M0.74%-831.62K
American Century U.S. Small Cap Growth2.18M0.74%-831.62K

TAC Ownership FAQ


Who owns the most shares of TransAlta?

TransAlta’s largest shareholders are Royal bank of canada (29.89M shares, 10.10%), Brookfield corp /on/ (26.94M shares, 9.04%), and Vanguard group (10.23M shares, 3.46%). Together, they hold 22.59% 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?

Potrero capital research is TransAlta’s biggest shareholder by percentage of total assets invested, with 6.58% of its assets in 2.52M TransAlta shares, valued at 27.18M$.

Who is the top mutual fund holder of TransAlta shares?

RBC Canadian Dividend Fund A is the top mutual fund holder of TransAlta shares, with 3.55% of its total shares outstanding invested in 10.51M TransAlta shares.

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