TransAlta Ownership | Who Owns TransAlta?

TransAlta Ownership Summary

TransAlta is owned by 28.45% institutional investors, 0.25% insiders, and 71.30% 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 3.67% of its assets in TransAlta shares.

TAC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	TransAlta	28.45%	0.25%	71.30%
Sector	Utilities Stocks	39.62%	7.97%	52.41%

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	15.95M	5.35%	$218.02M
Vanguard group	10.95M	3.67%	$149.57M
Bank of montreal /can/	10.43M	3.50%	$142.37M
Morgan stanley	8.09M	2.72%	$110.61M
Goldman sachs group	6.72M	2.25%	$91.82M
Oaktree capital management lp	6.42M	2.15%	$87.65M
Millennium management	5.51M	1.86%	$77.83M

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	15.95M	2.46%	$218.02M
Tacita capital	219.31K	1.81%	$3.00M
Aventail capital group, lp	2.83M	1.79%	$38.63M
Ayal capital advisors	256.20K	1.38%	$3.50M
Oaktree capital management lp	6.42M	1.35%	$87.65M
Heronetta management	122.00K	1.27%	$2.32M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	22.62M	0.02%	5.70M
Aventail capital group, lp	2.83M	1.79%	2.83M
Australiansuper pty	2.67M	0.17%	2.67M
Rokos capital management llp	2.76M	0.16%	1.99M
Bnp paribas arbitrage, snc	1.50M	0.01%	1.50M

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	6.72M	0.01%	-5.15M
Artisan partners limited partnership	-	-	-4.75M
Millennium management	5.51M	0.04%	-2.89M
Arrowstreet capital, limited partnership	-	-	-2.31M
Point72 asset management	-	-	-1.59M

New Positions

Holder	Shares	% Assets	Change	Value
Aventail capital group, lp	2.83M	1.79%	2.83M	$38.63M
Australiansuper pty	2.67M	0.17%	2.67M	$36.40M
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
Farther finance advisors	-31.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	166	13.70%	186,547,031	3.08%	63	1.83%	96	10.34%	46	9.52%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Tactical High Income Sr F8	10.88M	3.67%	-1.62M
RBC Canadian Dividend Fund A	10.51M	3.55%	-
Fidelity Advisor Multi-Asset Income I	5.19M	1.75%	-871.70K
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

Who owns the most shares of TransAlta?

TransAlta’s largest shareholders are Royal bank of canada (34.72M shares, 11.65%), Brookfield corp /on/ (26.94M shares, 9.04%), and Fmr (22.62M shares, 7.59%). Together, they hold 28.28% 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 7.67% of its assets in 3.11M TransAlta shares, valued at 42.47M$.

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 3.67% of its total shares outstanding invested in 10.88M TransAlta shares.

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