Who Owns TransAlta Stock?
NYSE: TACUtilitiesElectric Utilities: CentralUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 80.85%
- Held by insiders
- 0.27%
- Institutional holders
- 259
- Institutions 80.9%
- Insiders 0.3%
- Public and other 18.9%
Who owns TransAlta stock?
Institutional investors own about 80.9% of TransAlta's shares, spread across 259 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.27% of TAC.
The largest institutional holders are Royal Bank of Canada (8.92%), Brookfield Corp /ON/ (8.53%) and Bank of Montreal /CAN/ (6.92%). Together, the top 10 institutions control 50.0% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their TAC positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of TAC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Royal Bank of Canada | 28.20M | 8.92% | +11.4% |
| Brookfield Corp /ON/ | 26.96M | 8.53% | +0.0% |
| Bank of Montreal /CAN/ | 21.88M | 6.92% | +23.5% |
| Rubric Capital Management LP | 20.23M | 6.40% | +13.8% |
| Toronto Dominion Bank | 11.71M | 3.71% | +155.6% |
| Morgan Stanley | 11.39M | 3.60% | +117.2% |
| Goldman Sachs Group Inc | 10.62M | 3.36% | +41.1% |
| Millennium Management Llc | 10.43M | 3.30% | +25.4% |
| Bank of America Corporation | 8.93M | 2.82% | +12.2% |
| Vanguard Capital Management LLC | 7.80M | 2.47% | +0.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of TAC
| Fund | Shares | % Held |
|---|---|---|
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | 4.60M | 1.46% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 3.91M | 1.24% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 2.62M | 0.83% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | 1.37M | 0.43% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | 1.11M | 0.35% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | 1.03M | 0.33% |
| American Century ETF Trust-Avantis International Equity ETF | 788.09K | 0.25% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | 736.21K | 0.23% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | 563.58K | 0.18% |
| Dimensional ETF Trust-Dimensional International Small Cap ETF | 546.01K | 0.17% |
Frequently asked questions
Who is the largest shareholder of TransAlta?
Royal Bank of Canada is the largest institutional shareholder of TAC, owning 8.92% of shares outstanding (28.20M shares) as of its latest 13F filing.
What percentage of TransAlta is owned by institutions?
Institutions own about 80.9% of TAC shares and 81.1% of the public float.
How much of TransAlta do insiders own?
Insiders, such as officers and directors, own about 0.27% of TAC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.