$TAC

$12.27 +$0.05 (0.41%) Close

$TAC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 296.7M shares outstanding

Who owns TAC?

By type of holder

Institutions 79.7% Everyone else 20.3%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 57.5%

Royal Bank Of Canada 9.5% · Brookfield Corp /ON/ 9.1%

Institutional ownership

79.7%

+6.3 pts vs last qtr

Institutional holders

174

-4 vs last qtr

Net shares bought

+18.6M

by institutions in Q2 2026

New / sold out

30 / 34

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Toronto Dominion Bank +7.1M
Morgan Stanley +6.1M

Biggest sellers in Q2 2026

FMR LLC −11.5M
Oaktree Capital Management LP −3.4M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for TransAlta Corp in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for TransAlta Corp.

How patient are the owners?

Institutional shares by how long they've been held

5+ years83% 3–5 years3% 1–3 years6% Under 1 year8%

Quarterly turnover

17.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TAC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RB Royal Bank Of Canada	28.2M	9.51%	+2.9M (+11.4%)	≤2021	0.1%
Shares held by quarter Peak holding41.8M (Q3'24) Change over 8 quarters−13.6M Share of the company9.510% Royal Bank Of Canada's full portfolio →
B/ Brookfield Corp /ON/ 13D · 9.0%	27.0M	9.09%	+6.2K (+0.0%)	≤2021	0.5%
Shares held by quarter Peak holding35.5M (Q4'24) Change over 8 quarters−8.6M Share of the company9.090% Disclosed stake13D · 9.0% Brookfield Corp /ON/'s full portfolio →

Royal Bank Of Canada

28.2M

% of company

9.51%

Change vs last qtr

+2.9M (+11.4%)

Held since

≤2021

Brookfield Corp /ON/

13D · 9.0%

27.0M

% of company

9.09%

Change vs last qtr

+6.2K (+0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding TransAlta Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TAC on Form N-PORT; together they hold 8.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Small Cap Growth Fund American Century Mutual Funds, Inc.	$57.6M	4.6M	1.55%	1.04%	July 31, 2026
VT Vanguard Total International Stock Index Fund Vanguard Star Funds	$49M	3.9M	1.32%	0.01%	July 31, 2026

Small Cap Growth Fund

American Century Mutual Funds, Inc.

Position value

$57.6M

% of company

1.55%

% of the fund

1.04%

As of

July 31, 2026

Vanguard Total International Stock Index Fund

Vanguard Star Funds

Position value

$49M

% of company

1.32%

% of the fund

0.01%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding TransAlta Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BP Bam Partners Trust 5%+ holder 13D · 9.0%	26.9M	9.07%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.070% Disclosed stake13D · 9.0% View the 13D/G filing →

Bam Partners Trust

5%+ holder13D · 9.0%

26.9M

% of company

9.07%

Change vs last qtr

—

Held since

—

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