Transalta Corp (TAC) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Transalta Corp (NYSE:TAC) is held by 32 institutional firms.

• These investors collectively held 9.1% of the company's total shares outstanding in December 2025, down from 120.1% in September 2025.
• The company experienced a -4.01% quarterly change in institutional shares held, alongside a decrease of 82.32% in total owners annually.
• A review of institutional activity for Transalta shows 11 of 32 filers increasing their positions, while 8 reduced their stake, and 13 remained unchanged.
• The total number of shares held by institutions in Transalta decreased to 17.24Mn as of December 2025, a net change of down by 719.86K shares quarter on quarter, and down 177.72Mn shares year over year.
• VANGUARD GROUP INC continues to be the largest institutional holder of Transalta as of December 31, 2025, with a position of 11.12Mn shares, representing 5.88% of the company's outstanding stock.
• Among the most significant buyers of Transalta during December 2025 were Artemis Investment Management LLP (463.27K), VANGUARD GROUP INC (174.45K), Warren Street Wealth Advisors, LLC (10.17K), FNY Investment Advisers, LLC (4.00K), Cardinal Point Capital Management ULC (3.83K).
• Leading sellers of Transalta stock in December 2025 included UBS Group AG (1.15Mn), INTACT INVESTMENT MANAGEMENT INC. (151.15K), Mitsubishi UFJ Trust & Banking Corp (72.20K), TD Waterhouse Canada Inc. (7.27K), Ballentine Partners, LLC (964).
• The top 10 institutional holders of Transalta for the quarter ending December 2025 included VANGUARD GROUP INC (11.12Mn), UBS Group AG (3.06Mn), Artemis Investment Management LLP (1.82Mn), INTACT INVESTMENT MANAGEMENT INC. (428.80K), Cardinal Point Capital Management ULC (168.41K), Heronetta Management, L.P. (122.00K), Zurcher Kantonalbank (Zurich Cantonalbank) (79.80K), BESSEMER GROUP INC (68.30K), Rathbones Group PLC (57.01K), Pictet Asset Management Holding SA (48.93K).