TRANSALTA CORP (TAC) Institutional Ownership
TAC is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $103.06M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Oaktree Capital Management, which reported ownership valued at approximately $84.08M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Oaktree Capital Management's TAC position is now estimated to be worth approximately $86.99M, representing an estimated gain of +3.46% since the filing period.
Major shareholders tracked on this page include Oaktree Capital Management, Renaissance Technologies LLC, First Eagle U.S. Value, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward TRANSALTA CORP (TAC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $103,061,604 | 7,864,307 |
| Q4 2025 | 3 | $96,749,307 | 7,641,722 |
| Q3 2025 | 3 | $101,939,803 | 7,460,727 |
| Q2 2025 | 3 | $80,648,652 | 7,488,003 |
| Q1 2025 | 3 | $70,964,370 | 7,601,006 |
| Q4 2024 | 2 | $24,229,839 | 1,712,390 |
| Q3 2024 | 2 | $20,251,413 | 1,954,383 |
| Q2 2024 | 2 | $12,700,693 | 1,793,854 |
| Q1 2024 | 1 | $15,079 | 2,345,500 |
| Q4 2023 | 1 | $16,709 | 2,010,341 |
| Q3 2023 | 1 | $20,740 | 2,382,941 |
| Q2 2023 | 1 | $19,175 | 2,048,471 |
Related TAC Institutional Insights:
- TAC Institutional Ownership & Insiders Activity
- TAC Institutional Ownership & 13F Activity
- TAC Top Institutional Shareholders
- TAC Institutional Buying Activity
- TAC Institutional Selling Activity
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- TAC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings