Who owns TAC?
Institutional ownership of TransAlta Corporation from Form 13F, Q2 2026
177 institutional managers reported holding TransAlta Corporation (TAC) in Form 13F filings for Q2 2026, with 236,935,931 shares worth $3.3B. The largest reported holder was Royal Bank of Canada. Managers that filed both quarters added a net 19,696,235 shares (+9.1%). 30 opened new positions and 29 sold out.
- Funds holding
- 177
- Value held
- $3.3B
- New / sold out
- 30 / 29
- Net shares, same filers
- +9.1%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of TAC
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Royal Bank of Canada | $390M | 11.9% | 28,204,092 | Added |
| Brookfield Corp | $373M | 11.4% | 26,960,857 | Unchanged |
| Bank of Montreal | $302M | 9.2% | 21,875,088 | Added |
| Rubric Capital Management LP | $280M | 8.5% | 20,232,011 | Added |
| Toronto Dominion Bank | $162M | 4.9% | 11,710,560 | Added |
| Morgan Stanley | $158M | 4.8% | 11,392,068 | Added |
| Goldman Sachs Group Inc | $147M | 4.5% | 10,620,447 | Added |
| Millennium Management LLC | $144M | 4.4% | 10,427,393 | Added |
| Bank of America Corp | $123M | 3.8% | 8,925,097 | Added |
| Vanguard Capital Management LLC | $108M | 3.3% | 7,798,076 | Added |
| Mackenzie Financial Corp | $96.0M | 2.1% | 4,894,853 | Added |
| American Century Companies Inc | $94.5M | 2.9% | 6,833,786 | Added |
| Arvin Capital Management LP | $51.8M | 1.6% | 3,742,183 | Trimmed |
| Norges Bank | $49.5M | 1.5% | 3,581,371 | New |
| Citadel Advisors LLC | $44.1M | 1.3% | 3,188,021 | Added |
| Oaktree Capital Management LP | $41.5M | 1.3% | 3,000,000 | Trimmed |
| Vanguard Fiduciary Trust Co | $33.1M | 1.0% | 2,395,977 | Added |
| CIBC World Market Inc. | $31.8M | 1.0% | 2,300,636 | Added |
| Value Aligned Research Advisors, LLC | $29.6M | 0.9% | 2,139,907 | Trimmed |
| FMR LLC | $29.4M | 0.9% | 2,121,932 | Trimmed |
| Yaupon Capital Management LP | $28.6M | 0.9% | 2,065,064 | Added |
| Rokos Capital Management LLP | $28.5M | 0.9% | 2,061,847 | Trimmed |
| Bank of Nova Scotia | $28.3M | 0.9% | 2,049,412 | Added |
| UBS Group AG | $25.7M | 0.8% | 1,858,480 | Added |
| Arrowstreet Capital, Limited Partnership | $23.4M | 0.7% | 1,692,630 | Added |
Share of 13F holdings is each fund's shares as a share of the 236,935,931 TAC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Toronto Dominion Bank Added+$98.5M
- Morgan Stanley Added+$85.0M
- Bank of Montreal Added+$57.5M
- Norges Bank New+$49.5M
- Goldman Sachs Group Inc Added+$42.8M
- Royal Bank of Canada Added+$40.1M
- Rubric Capital Management LP Added+$33.9M
- Millennium Management LLC Added+$29.1M
- Citadel Advisors LLC Added+$21.5M
- Clearbridge Investments, LLC New+$18.7M
Biggest sellers in Q2 2026
- FMR LLC Trimmed-$159M
- Oaktree Capital Management LP Trimmed-$47.2M
- Artemis Investment Management LLP Sold out-$24.7M
- Two Seas Capital LP Sold out-$20.9M
- Intact Investment Management Inc. Trimmed-$11.4M
- First Manhattan Co. LLC. Sold out-$10.4M
- Arvin Capital Management LP Trimmed-$10.3M
- Man Group plc Trimmed-$9.7M
- National Bank of Canada Trimmed-$7.6M
- Sculptor Capital LP Sold out-$7.0M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $658M and sold $379M; 68 added and 49 trimmed.
Schedule 13D and 13G filings on TAC
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-05-13BANK OF MONTREAL /CAN/ SCHEDULE 13G filed by TransAlta CorporationSchedule 13G
- 2025-08-14GOLDMAN SACHS GROUP INC SCHEDULE 13G filed by TransAlta CorporationSchedule 13G
- 2025-08-06FMR LLC SCHEDULE 13G filed by TransAlta CorporationSchedule 13G
- 2025-05-07BANK OF NOVA SCOTIA SCHEDULE 13G filed by TransAlta CorporationSchedule 13G
Questions about TAC ownership
- Who owns TAC stock?
- 177 institutional investment managers reported TAC positions in their Form 13F filings for Q2 2026, holding 236,935,931 shares worth $3.3B in total. Royal Bank of Canada reported the largest position.
- Are funds buying or selling TAC?
- In Q2 2026, 30 managers opened new TAC positions, 68 added, 49 trimmed and 29 sold out. Managers that filed in both quarters added a net 19,696,235 shares.
- How current is this TAC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to TAC by CUSIP. Options are left out. TAC news and filings · TAC insider trades · Top funds