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Transalta Corp

TAC
Exchange
NYSE
Industry
Electric Services
SEC CIK
0001144800

No open-market purchases or sales by Transalta Corp insiders were filed in the last 90 days; 176 institutions reported holding it in 13F filings for Q2 2026, worth $3.31B in total; Oaktree Capital is the only superinvestor holding it.

Other share classesTACPFTRNTFTSLTF

13F holders, Q2 2021

Institutional positions in Transalta Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
89
+6 vs. Q1 2021
Shares held
164.2M
+1.71M (+1.1%) vs. Q1 2021
Total value
$1.65B
+$95.0M (+6.1%) vs. Q1 2021
New holders
13
39 more added
Sold out
7
25 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 89 institutions
Q1 2021: 83 institutionsQ2 2021: 89 institutionsQ3 2021: 93 institutionsQ4 2021: 104 institutionsQ1 2022: 99 institutionsQ2 2022: 102 institutionsQ3 2022: 103 institutionsQ4 2022: 109 institutionsQ1 2023: 110 institutionsQ2 2023: 127 institutionsQ3 2023: 124 institutionsQ4 2023: 137 institutionsQ1 2024: 139 institutionsQ2 2024: 141 institutionsQ3 2024: 156 institutionsQ4 2024: 184 institutionsQ1 2025: 161 institutionsQ2 2025: 168 institutionsQ3 2025: 161 institutionsQ4 2025: 172 institutionsQ1 2026: 178 institutionsQ2 2026: 176 institutions
Value heldQ2 2021: $1.65B
Q1 2021: $1.55BQ2 2021: $1.65BQ3 2021: $1.78BQ4 2021: $1.88BQ1 2022: $1.75BQ2 2022: $1.96BQ3 2022: $1.56BQ4 2022: $1.58BQ1 2023: $1.53BQ2 2023: $1.63BQ3 2023: $1.53BQ4 2023: $1.52BQ1 2024: $1.15BQ2 2024: $1.28BQ3 2024: $1.93BQ4 2024: $2.81BQ1 2025: $2.04BQ2 2025: $2.41BQ3 2025: $3.05BQ4 2025: $2.77BQ1 2026: $2.86BQ2 2026: $3.31B
Institutions holding TAC and their total value by quarter
QuarterHoldersValue
Q2 2026176$3.31B
Q1 2026178$2.86B
Q4 2025172$2.77B
Q3 2025161$3.05B
Q2 2025168$2.41B
Q1 2025161$2.04B
Q4 2024184$2.81B
Q3 2024156$1.93B
Q2 2024141$1.28B
Q1 2024139$1.15B
Q4 2023137$1.52B
Q3 2023124$1.53B
Q2 2023127$1.63B
Q1 2023110$1.53B
Q4 2022109$1.58B
Q3 2022103$1.56B
Q2 2022102$1.96B
Q1 202299$1.75B
Q4 2021104$1.88B
Q3 202193$1.78B
Q2 202189$1.65B
Q1 202183$1.55B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Transalta Corp; share changes are against Q1 2021.

Institutions holding TAC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada42,545,117$424.6M0.12%−452,224−1.1%Reduced
Brookfield Asset Management Inc.35,413,509$352.8M1.66%+6,7060.0%Added
Bank of Montreal15,877,955$159.3M0.08%−850,887−5.1%Reduced
CIBC Asset Management Inc8,538,058$85.0M0.34%−571,084−6.3%Reduced
Vanguard Group Inc7,832,794$78.2M0.00%−714,860−8.4%Reduced
EdgePoint Investment Group Inc.7,560,918$75.3M0.57%+638,133+9.2%Added
Rubric Capital Management LP5,189,062$51.7M3.27%+652,693+14.4%Added
TD Asset Management Inc4,389,100$45.7M0.05%+47,450+1.1%Added
Toronto Dominion Bank4,001,572$39.9M0.06%−11,735−0.3%Reduced
Intact Investment Management Inc.3,102,470$38.1M1.08%−19,100−0.6%Reduced
Renaissance Technologies LLC3,379,541$33.7M0.04%+1,052,500+45.2%Added
Bluescape Energy Partners LLC3,259,094$32.5M3.97%−1,540,754−32.1%Reduced
Mackenzie Financial Corp2,825,659$28.1M0.04%+149,806+5.6%Added
Connor, Clark & Lunn Investment Management Ltd.2,766,829$27.6M0.14%+514,500+22.8%Added
Scotia Capital Inc.1,497,903$14.8M0.11%+19,906+1.3%Added
Point72 Asset Management, L.P.1,275,000$12.7M0.06%+164,600+14.8%Added
Bank of Nova Scotia988,624$9.85M0.02%−3030.0%Reduced
JPMorgan Chase & Co953,528$9.52M0.00%+190,267+24.9%Added
Two Sigma Investments, LP872,885$8.71M0.02%−27,914−3.1%Reduced
Morgan Stanley860,941$8.59M0.00%+436,031+102.6%Added
Federation des caisses Desjardins du Quebec795,687$7.88M0.08%+109,403+15.9%Added
Goldman Sachs Group Inc716,026$7.14M0.00%+616,181+617.1%Added
PCJ Investment Counsel Ltd.640,546$6.38M2.39%−356,834−35.8%Reduced
Dimensional Fund Advisors LP621,896$6.21M0.00%+2,696+0.4%Added
Public Sector Pension Investment Board618,510$6.17M0.04%−23,620−3.7%Reduced
First Manhattan Co560,950$5.60M0.02%00.0%Unchanged
Swiss National Bank546,000$5.45M0.00%−89,000−14.0%Reduced
British Columbia Investment Management Corp523,156$5.21M0.03%+258,366+97.6%Added
NewGen Asset Management Ltd499,600$4.97M2.25%−5,100−1.0%Reduced
FMR LLC426,439$4.25M0.00%+104,967+32.7%Added
Bank of America Corp407,148$4.06M0.00%+158,307+63.6%Added
CIBC World Markets Inc.405,532$4.05M0.01%−128,983−24.1%Reduced
Marshall Wace North America L.P.367,635$3.67M0.02%+367,635New
Waratah Capital Advisors Ltd.331,932$3.31M0.19%+188,087+130.8%Added
Manufacturers Life Insurance Company, The236,763$2.92M0.00%−11,812−4.8%Reduced
Legal & General Group Plc289,246$2.88M0.00%−12,183−4.0%Reduced
State Street Corp288,124$2.88M0.00%+288,124New
Two Sigma Advisers, LP285,199$2.85M0.01%−89,000−23.8%Reduced
Deutsche Bank AG247,719$2.47M0.00%+205,912+492.5%Added
Marshall Wace, LLP238,617$2.38M0.01%+238,617New
Man Group plc227,175$2.27M0.01%+178,175+363.6%Added
Credit Suisse AG173,492$1.74M0.00%−220,512−56.0%Reduced
Tacita Capital Inc123,000$1.22M0.74%+500+0.4%Added
Invesco Ltd.121,780$1.22M0.00%+11,077+10.0%Added
Alberta Investment Management Corp112,500$1.12M0.01%+6,700+6.3%Added
Millennium Management LLC100,260$1.00M0.00%+66,383+196.0%Added
Citadel Advisors LLC91,340$912.0K0.00%+54,036+144.9%Added
O'Shaughnessy Asset Management, LLC80,641$804.0K0.02%+80,612+277,972.4%Added
Roosevelt Investment Group LLC73,431$733.0K0.04%+22,552+44.3%Added
Geode Capital Management, LLC73,076$728.0K0.00%+6,545+9.8%Added
Claret Asset Management Corp60,457$602.0K0.10%−14,777−19.6%Reduced
Jane Street Group, LLC48,825$487.0K0.00%+38,691+381.8%Added
D. E. Shaw & Co., Inc.48,038$479.0K0.00%+48,038New
American Century Companies Inc42,699$425.0K0.00%+410+1.0%Added
Russell Investments Group, Ltd.41,214$411.0K0.00%−31,633−43.4%Reduced
Cubist Systematic Strategies, LLC40,094$399.0K0.00%+26,081+186.1%Added
Mitsubishi UFJ Trust & Banking Corp40,100$399.0K0.00%+40,100New
Citigroup Inc38,162$381.0K0.00%00.0%Unchanged
Wells Fargo & Company35,266$352.0K0.00%+35,266New
Franklin Resources Inc35,227$351.0K0.00%−5,988−14.5%Reduced
BlackRock Inc.34,217$341.0K0.00%+2,092+6.5%Added
Campbell & CO Investment Adviser LLC32,800$327.0K0.14%+32,800New
Schonfeld Strategic Advisors LLC31,900$318.0K0.00%+31,900New
HSBC Holdings PLC30,053$298.0K0.00%+9,683+47.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)28,680$289.0K0.00%−3,828−11.8%Reduced
Versor Investments LP28,000$279.0K0.01%+28,000New
Northwest & Ethical Investments L.P.26,783$266.8K0.01%+17,603+191.8%Added
Shell Asset Management Co25,400$253.0K0.00%00.0%Unchanged
Parametric Portfolio Associates LLC22,485$224.0K0.00%+6,105+37.3%Added
Great West Life Assurance Co20,820$207.0K0.00%−5,248−20.1%Reduced
UBS Group AG18,360$183.0K0.00%+17,877+3,701.2%Added
Paloma Partners Management Co17,801$177.0K0.00%+17,801New
Alliancebernstein L.P.16,500$165.0K0.00%00.0%Unchanged
Comerica Bank15,089$144.0K0.00%00.0%Unchanged
Boothbay Fund Management, LLC10,475$104.0K0.00%+10,475New
Barclays PLC9,564$95.0K0.00%+9,464+9,464.0%Added
1832 Asset Management L.P.2,294$23.0K0.00%−1,301−36.2%Reduced
Patriot Financial Group Insurance Agency, LLC2,000$20.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,762$18.0K0.00%+1,323+301.4%Added
Signaturefd, LLC1,720$17.0K0.00%+315+22.4%Added
Lazard Asset Management LLC1,646$16.0K0.00%+1,646New
GPS Wealth Strategies Group, LLC1,250$12.0K0.00%00.0%Unchanged
Sonora Investment Management, LLC1,100$11.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC754$8.00K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.625$6.23K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.530$5.00K0.00%00.0%Unchanged
US Bancorp139$1.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5$00.00%−9,418−99.9%Reduced
Northwestern Mutual Wealth Management Co6$00.00%+6New
Barometer Capital Management Inc.0$00.00%−156,800−100.0%Sold out
Kayne Anderson Capital Advisors LP0$00.00%−44,050−100.0%Sold out
FIL Ltd0$00.00%−41,600−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−28,877−100.0%Sold out
Prudential PLC0$00.00%−16,820−100.0%Sold out
Bridgewater Associates, LP0$00.00%−12,947−100.0%Sold out
Agf Investments Inc.0$00.00%−280−100.0%Sold out