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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, Q1 2025

Institutional positions in Transalta Corp as of Mar 31, 2025. 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
161
−20 vs. Q4 2024
Shares held
218.5M
+20.5M (+10.4%) vs. Q4 2024
Total value
$2.04B
−$758.4M (−27.1%) vs. Q4 2024
New holders
29
65 more added
Sold out
49
52 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 161 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 heldQ1 2025: $2.04B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Transalta Corp; share changes are against Q4 2024.

Institutions holding TAC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada28,229,711$263.9M0.06%−1,661,818−5.6%Reduced
Brookfield Asset Management Inc.26,930,439$251.8M0.33%−8,592,906−24.2%Reduced
Millennium Management LLC16,462,892$153.8M0.15%+10,957,858+199.1%Added
FMR LLC13,503,894$126.0M0.01%+5,247,971+63.6%Added
Morgan Stanley12,760,485$119.3M0.01%+9,857,911+339.6%Added
Bank of Montreal12,553,340$117.2M0.06%+3,263,230+35.1%Added
Rubric Capital Management LP12,000,000$112.2M2.01%+4,387,337+57.6%Added
Vanguard Group Inc10,291,968$96.1M0.00%+62,145+0.6%Added
Bank of America Corp8,084,092$75.6M0.01%+2,698,126+50.1%Added
Goldman Sachs Group Inc7,613,885$71.2M0.01%+5,342,355+235.2%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital5,585,253$52.1M1.06%+5,585,253New
American Century Companies Inc5,212,856$48.6M0.03%+342,630+7.0%Added
Mackenzie Financial Corp5,049,100$47.1M0.07%+33,676+0.7%Added
UBS Group AG3,165,542$29.6M0.01%+894,451+39.4%Added
Maplelane Capital, LLC2,893,000$27.0M2.52%+1,786,225+161.4%Added
TD Asset Management Inc2,841,643$26.5M0.02%−591,789−17.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,689,452$25.1M0.11%−5,306,037−66.4%Reduced
National Bank of Canada2,685,179$25.0M0.03%+1,181,978+78.6%Added
Potrero Capital Research LLC2,428,944$22.7M11.16%+105,000+4.5%Added
Arvin Capital Management LP2,427,764$22.7M8.35%+2,427,764New
Arrowstreet Capital, Limited Partnership2,306,805$21.5M0.02%−1,091,274−32.1%Reduced
CIBC World Markets Inc.2,085,754$19.5M0.04%+303,137+17.0%Added
Renaissance Technologies LLC1,996,500$18.7M0.03%+303,200+17.9%Added
Yaupon Capital Management LP1,680,101$15.7M1.15%+974,253+138.0%Added
Bank of Nova Scotia1,462,506$13.7M0.03%−686,167−31.9%Reduced
Federation des caisses Desjardins du Quebec1,390,244$13.0M0.06%−1,171,118−45.7%Reduced
D. E. Shaw & Co., Inc.1,387,408$12.9M0.02%+694,892+100.3%Added
Dimensional Fund Advisors LP1,179,658$11.0M0.00%+261,772+28.5%Added
Toronto Dominion Bank1,141,465$10.7M0.03%−861,483−43.0%Reduced
JPMorgan Chase & Co1,011,087$9.45M0.00%+820,040+429.2%Added
Valiant Capital Management, L.P.960,092$8.98M0.97%+960,092New
Artemis Investment Management LLP942,962$8.80M0.13%+437,511+86.6%Added
Invesco Ltd.904,342$8.46M0.00%+832,000+1,150.1%Added
First Manhattan Co881,682$8.28M0.02%−8,135−0.9%Reduced
Charles Schwab Investment Management Inc842,489$7.86M0.00%−23,981−2.8%Reduced
Rokos Capital Management LLP768,235$7.18M0.19%−472,665−38.1%Reduced
British Columbia Investment Management Corp697,393$6.51M0.04%+579,577+491.9%Added
Waratah Capital Advisors Ltd.577,972$5.40M0.37%−4,802,903−89.3%Reduced
Clayton Partners LLC561,281$5.25M4.56%−218,650−28.0%Reduced
Swiss National Bank552,600$5.16M0.00%+51,500+10.3%Added
Intact Investment Management Inc.549,050$5.12M0.18%−794,400−59.1%Reduced
O'Shaughnessy Asset Management, LLC516,280$4.82M0.04%−5,254−1.0%Reduced
State Street Corp490,887$4.61M0.00%−22,320−4.3%Reduced
Canada Pension Plan Investment Board450,000$4.20M0.00%+450,000New
Allianz Asset Management GmbH421,968$3.94M0.01%+421,968New
Barclays PLC376,974$3.52M0.00%+229,271+155.2%Added
Brevan Howard Capital Management LP373,000$3.46M0.10%+118,000+46.3%Added
Trexquant Investment LP353,732$3.31M0.04%+265,597+301.4%Added
Scotia Capital Inc.328,041$3.06M0.02%−253,284−43.6%Reduced
CIBC Asset Management Inc326,552$3.05M0.01%−1,556−0.5%Reduced
Two Sigma Investments, LP306,742$2.87M0.01%+292,950+2,124.1%Added
Legal & General Group Plc300,232$2.80M0.00%+47,327+18.7%Added
Moore Capital Management, LP303,000$2.66M0.09%+303,000New
Man Group plc284,987$2.66M0.01%+284,987New
Franklin Resources Inc283,032$2.64M0.00%+184,991+188.7%Added
Louisbourg Investments Inc.267,100$2.50M0.68%+23,800+9.8%Added
Jane Street Group, LLC247,686$2.32M0.00%−149,669−37.7%Reduced
Qube Research & Technologies Ltd247,607$2.31M0.00%+247,607New
BlackRock, Inc.244,056$2.28M0.00%+2,186+0.9%Added
Wellington Management Group LLP225,231$2.10M0.00%−180,484−44.5%Reduced
Nuveen, LLC220,336$2.06M0.00%+220,336New
Tacita Capital Inc219,313$2.05M1.48%−4,825−2.2%Reduced
Manufacturers Life Insurance Company, The215,368$2.02M0.00%−473,293−68.7%Reduced
Mitsubishi UFJ Trust & Banking Corp214,700$2.02M0.01%−80,600−27.3%Reduced
UBS Asset Management Americas Inc208,969$1.95M0.00%+45,478+27.8%Added
Sona Asset Management (US) LLC200,000$1.87M0.07%+200,000New
Geode Capital Management, LLC147,602$1.39M0.00%+20,841+16.4%Added
Cardinal Point Capital Management, ULC144,815$1.35M0.12%+144,815New
Ardsley Advisory Partners LP130,000$1.21M0.28%−545,000−80.7%Reduced
Two Sigma Advisers, LP127,600$1.19M0.00%+127,600New
Alberta Investment Management Corp121,200$1.13M0.01%00.0%Unchanged
Heronetta Management, L.P.77,000$1.03M0.56%00.0%Unchanged
Janus Henderson Group PLC104,287$989.0K0.00%00.0%Unchanged
Tudor Investment Corp Et Al105,684$988.1K0.01%−59,139−35.9%Reduced
Public Employees Retirement System of Ohio101,067$943.2K0.00%+14,340+16.5%Added
Caption Management, LLC98,493$920.9K0.04%+60,044+156.2%Added
Susquehanna International Group, LLP90,474$845.9K0.00%−295,209−76.5%Reduced
Aigen Investment Management, LP62,823$843.7K0.13%+62,823New
Greenland Capital Management LP87,150$813.4K0.14%+30,160+52.9%Added
Voloridge Investment Management, LLC86,004$804.1K0.00%+86,004New
Vident Advisory, LLC84,534$790.4K0.01%+15,530+22.5%Added
Great West Life Assurance Co78,125$729.0K0.00%+4,183+5.7%Added
Van Eck Associates Corp74,789$699.0K0.00%−5,168−6.5%Reduced
Mariner, LLC73,372$686.2K0.00%−1,156−1.6%Reduced
Russell Investments Group, Ltd.70,824$661.3K0.00%+14,256+25.2%Added
Bessemer Group Inc68,300$638.0K0.00%+68,300New
Zurcher Kantonalbank (Zurich Cantonalbank)67,846$633.1K0.00%+14,636+27.5%Added
Guardian Partners Inc.75,954$628.6K0.06%−3,374−4.3%Reduced
Simplex Trading, LLC64,105$599.0K0.02%+35,745+126.0%Added
Quantbot Technologies LP61,026$570.6K0.02%+61,026New
BNP Paribas Arbitrage, SA60,402$564.8K0.00%+35,965+147.2%Added
Raymond James Financial Inc59,384$555.2K0.00%+1,266+2.2%Added
TD Waterhouse Canada Inc.59,022$547.7K0.00%−402,528−87.2%Reduced
Balyasny Asset Management LLC56,925$532.2K0.00%−214,292−79.0%Reduced
Rathbone Brothers plc57,012$531.9K0.00%00.0%Unchanged
Citigroup Inc56,900$530.9K0.00%−483−0.8%Reduced
Alliancebernstein L.P.56,429$527.6K0.00%−777,299−93.2%Reduced
Versor Investments LP56,400$526.4K0.09%+56,400New
Clear Harbor Asset Management, LLC55,400$518.0K0.04%−500−0.9%Reduced
Group One Trading, L.P.52,528$491.1K0.02%−114,021−68.5%Reduced