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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, Q3 2022

Institutional positions in Transalta Corp as of Sep 30, 2022. 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
103
+1 vs. Q2 2022
Shares held
175.0M
+4.35M (+2.5%) vs. Q2 2022
Total value
$1.56B
−$392.7M (−20.1%) vs. Q2 2022
New holders
21
42 more added
Sold out
20
31 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 103 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 heldQ3 2022: $1.56B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Transalta Corp; share changes are against Q2 2022.

Institutions holding TAC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada39,097,574$345.2M0.12%−1,204,902−3.0%Reduced
Brookfield Asset Management Inc.35,448,330$313.0M1.15%+7,8240.0%Added
Marquard & Bahls AG15,033,000$132.7M10.15%00.0%Unchanged
Bank of Montreal11,057,654$101.9M0.08%−2,476,740−18.3%Reduced
CIBC Asset Management Inc10,956,918$97.3M0.44%−25,644−0.2%Reduced
Vanguard Group Inc7,954,446$70.2M0.00%+201,919+2.6%Added
Rubric Capital Management LP5,189,062$45.8M2.31%00.0%Unchanged
Intact Investment Management Inc.3,591,050$43.7M1.44%+1,999,250+125.6%Added
Mackenzie Financial Corp4,439,640$39.2M0.07%+170,219+4.0%Added
TD Asset Management Inc4,109,707$36.5M0.05%+100,292+2.5%Added
Connor, Clark & Lunn Investment Management Ltd.3,785,357$33.4M0.22%+1,413,962+59.6%Added
Toronto Dominion Bank3,489,220$30.8M0.05%+1,156,466+49.6%Added
National Bank of Canada3,204,169$28.1M0.16%+1,419,388+79.5%Added
Renaissance Technologies LLC2,384,341$21.1M0.03%+35,841+1.5%Added
Point72 Asset Management, L.P.1,810,372$16.0M0.07%+1,425,372+370.2%Added
NewGen Asset Management Ltd1,691,700$15.0M12.64%+244,600+16.9%Added
Scotia Capital Inc.1,694,378$15.0M0.12%+40,648+2.5%Added
Federation des caisses Desjardins du Quebec1,572,345$14.0M0.17%+95,486+6.5%Added
Goldman Sachs Group Inc1,505,744$13.3M0.00%+101,407+7.2%Added
Arrowstreet Capital, Limited Partnership1,427,456$12.6M0.02%+533,788+59.7%Added
Acadian Asset Management LLC1,336,860$11.9M0.06%+214,300+19.1%Added
Morgan Stanley1,208,331$10.7M0.00%−272,653−18.4%Reduced
First Manhattan Co1,063,677$9.39M0.04%−715−0.1%Reduced
PCJ Investment Counsel Ltd.1,000,000$8.83M4.34%+375,000+60.0%Added
Bank of Nova Scotia799,824$7.07M0.02%00.0%Unchanged
Dimensional Fund Advisors LP710,173$6.27M0.00%+36,425+5.4%Added
JPMorgan Chase & Co702,295$6.20M0.00%−134,642−16.1%Reduced
Millennium Management LLC648,582$5.73M0.01%−60,360−8.5%Reduced
State Street Corp597,320$5.30M0.00%+32,388+5.7%Added
British Columbia Investment Management Corp596,319$5.26M0.06%−318,590−34.8%Reduced
Swiss National Bank583,000$5.20M0.00%+4,400+0.8%Added
Manufacturers Life Insurance Company, The572,872$5.11M0.00%+3,540+0.6%Added
Public Sector Pension Investment Board543,906$4.83M0.04%−38,316−6.6%Reduced
Covalis Capital LLP430,600$3.83M0.88%+430,600New
CIBC World Markets Inc.408,156$3.60M0.02%−267,586−39.6%Reduced
Bank of America Corp355,821$3.14M0.00%−160,434−31.1%Reduced
Credit Suisse AG235,080$2.87M0.00%+32,956+16.3%Added
O'Shaughnessy Asset Management, LLC325,027$2.87M0.05%+13,381+4.3%Added
Alberta Investment Management Corp282,800$2.51M0.02%+56,400+24.9%Added
FMR LLC278,515$2.46M0.00%−36,853−11.7%Reduced
Mirabella Financial Services LLP250,670$2.23M0.23%+172,548+220.9%Added
Waratah Capital Advisors Ltd.241,832$2.14M0.14%+122,542+102.7%Added
Legal & General Group Plc168,821$1.50M0.00%−544−0.3%Reduced
Jane Street Group, LLC154,565$1.36M0.00%+54,861+55.0%Added
Tacita Capital Inc142,455$1.27M0.98%−3,600−2.5%Reduced
Susquehanna Fundamental Investments, LLC139,300$1.23M0.02%+139,300New
Invesco Ltd.131,121$1.16M0.00%+1,540+1.2%Added
Bessemer Group Inc122,680$1.09M0.00%+122,680New
Versor Investments LP117,708$1.04M0.06%−93,200−44.2%Reduced
FIL Ltd108,707$961.0K0.00%+108,707New
Dorchester Wealth Management Co108,725$960.0K0.21%+108,725New
Geode Capital Management, LLC89,253$788.0K0.00%+310+0.3%Added
Russell Investments Group, Ltd.74,111$657.0K0.00%00.0%Unchanged
Roosevelt Investment Group LLC71,810$634.0K0.05%−40.0%Reduced
Cubist Systematic Strategies, LLC66,589$588.0K0.00%−36,072−35.1%Reduced
BlackRock Inc.53,458$472.0K0.00%+16,410+44.3%Added
Franklin Resources Inc50,983$450.0K0.00%−114,685−69.2%Reduced
American Century Companies Inc50,802$449.0K0.00%+6,303+14.2%Added
SG Americas Securities, LLC49,343$436.0K0.01%+8,409+20.5%Added
D. E. Shaw & Co., Inc.43,400$383.0K0.00%−74,855−63.3%Reduced
Pendal Group Limited41,829$369.0K0.00%+41,829New
Claret Asset Management Corp40,247$355.0K0.08%00.0%Unchanged
BNP Paribas Arbitrage, SA39,664$350.2K0.00%−76,230−65.8%Reduced
Citigroup Inc39,196$348.0K0.00%−8,458−17.7%Reduced
Advisors Asset Management, Inc.36,845$325.0K0.01%+2,973+8.8%Added
Ilmarinen Mutual Pension Insurance Co35,915$319.0K0.01%+35,915New
Northwest & Ethical Investments L.P.33,871$299.4K0.01%+593+1.8%Added
Alliancebernstein L.P.33,500$296.0K0.00%+17,000+103.0%Added
Boulder Hill Capital Management LP31,800$281.0K0.21%+31,800New
Zurcher Kantonalbank (Zurich Cantonalbank)28,680$255.0K0.00%00.0%Unchanged
Tudor Investment Corp Et Al28,275$250.0K0.01%+28,275New
Mariner, LLC27,556$243.0K0.00%+6,929+33.6%Added
Balyasny Asset Management LLC27,038$239.0K0.00%+27,038New
TD Waterhouse Canada Inc.16,978$209.9K0.00%−30.0%Reduced
Shell Asset Management Co21,884$194.0K0.01%−4,400−16.7%Reduced
Citadel Advisors LLC21,438$189.0K0.00%+1,567+7.9%Added
ExodusPoint Capital Management, LP20,851$184.0K0.00%+20,851New
Raymond James & Associates19,000$168.0K0.00%+19,000New
Campbell & CO Investment Adviser LLC17,255$152.0K0.03%−105,542−85.9%Reduced
Man Group plc15,700$140.0K0.00%––
Great West Life Assurance Co15,561$138.0K0.00%00.0%Unchanged
XTX Topco Ltd13,055$115.0K0.03%+13,055New
UBS Group AG12,063$107.0K0.00%−1,060−8.1%Reduced
Kepos Capital LP10,047$90.0K0.01%+10,047New
Bank of New York Mellon Corp10,011$88.0K0.00%+10,011New
Barclays PLC9,700$86.0K0.00%+2,700+38.6%Added
Tower Research Capital LLC (TRC)6,243$55.0K0.00%−9,703−60.8%Reduced
US Bancorp5,276$47.0K0.00%+4,928+1,416.1%Added
State of Wyoming4,402$39.0K0.02%+4,402New
Sentry Investment Management LLC4,280$38.0K0.02%+4,280New
1832 Asset Management L.P.3,932$35.0K0.00%−268−6.4%Reduced
Signaturefd, LLC2,283$20.0K0.00%+37+1.6%Added
DekaBank Deutsche Girozentrale2,100$19.0K0.00%+2,100New
Lindbrook Capital, LLC1,975$17.0K0.00%+1,221+161.9%Added
Hillsdale Investment Management Inc.960$8.00K0.00%−485,340−99.8%Reduced
Wipfli Financial Advisors LLC,927$8.00K0.00%+927New
Group One Trading, L.P.700$6.00K0.00%+700New
Wells Fargo & Company292$3.00K0.00%+1+0.3%Added
Quadrant Capital Group LLC154$1.00K0.00%−153−49.8%Reduced
Hartford Financial Management Inc.100$1.00K0.00%00.0%Unchanged