TAC · Transalta Corp

$11.96 +0.15 (+1.27%) At close · Sep 4

Market Cap

$3.74B

316.30M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 178

Total Value: $3,401,239,042

Total Shares: 245,931,971

Showing 1–100 of 194 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding TAC

All superinvestors →

Howard Marks $41,490,000 Joel Greenblatt $1,076,748 Ray Dalio $196,731

Holder Concentration

Across 178 13F filers · Δ vs Mar 31, 2026

Top Holder

12.7%

+0.5 pts

Top 5

45.6%

−0.5 pts

Top 10

65.7%

+2.3 pts

HHI

566

Broadly held+13

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +17.5%

Shares held: +11.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large TORONTO DOMINION BANK	+7,191,173	11,803,160
Mega MORGAN STANLEY	+6,147,869	11,392,068
Mega ROYAL BANK OF CANADA	+5,874,000	31,181,692
Mega BANK OF MONTREAL /CAN/	+3,802,335	21,875,088
Mega GOLDMAN SACHS GROUP INC	+3,093,884	10,620,447

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega FMR LLC	−11,478,694	2,121,932
Mid OAKTREE CAPITAL MANAGEMENT LP	−3,415,253	3,000,000
Mid INTACT INVESTMENT MANAGEMENT INC.	−822,000	627,000
Large Man Group plc	−699,456	1,419,091
Mega NATIONAL BANK OF CANADA /FI/	−557,685	1,530,553

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega NORGES BANK	3,581,371	$49,530,360
Large PICTON MAHONEY ASSET MANAGEMENT	1,432,447	$19,810,742
Mega Clearbridge Investments, LLC	1,349,499	$18,663,571
Mid MMCAP International Inc. SPC	1,310,100	$18,118,683
Small PCJ Investment Counsel Ltd.	653,290	$9,035,000

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Artemis Investment Management LLP	1,875,520	$24,569,312
Mid Two Seas Capital LP	1,597,900	$20,932,490
Large FIRST MANHATTAN CO. LLC.	793,222	$10,391,208
Mid Sculptor Capital LP	533,600	$6,990,160
Large Capital Wealth Planning, LLC	500,960	$6,562,576

Filter: New 31 Increased 71 Reduced 53 Sold out 34 Unchanged 23

Showing 100 of 194

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ROYAL BANK OF CANADA

$390,062,589

11.47%

28,204,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Global Asset Management Inc.	23,584,395	$326,172,182	83.6%	Defined
RBC Dominion Securities Inc.	2,397,082	$33,151,644	8.5%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	1,135,643	$15,705,942	4.0%	Defined
RBC Private Counsel (USA) Inc.	208,844	$2,888,312	0.7%	Defined
ROYAL TRUST CORP OF CANADA/	7,048	$97,473	0.0%	Defined
RBC Rochdale, LLC	40,099	$554,569	0.1%	Defined
Held directly	830,981	$11,492,467	2.9%	Defined

BROOKFIELD Corp /ON/

$372,868,652

10.96%

26,960,857

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brookfield Renewable Energy Group LLC	26,960,857	$372,868,652	100.0%	Defined

BANK OF MONTREAL /CAN/

$302,532,465

8.89%

21,875,088

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Asset Management Inc.	4,634,586	$64,096,324	21.2%	Defined
BMO NESBITT BURNS INC.	5,361,634	$74,151,398	24.5%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	1,332	$18,421	0.0%	Defined
BMO NESBITT BURNS SECURITIES LTD.	33,409	$462,046	0.2%	Defined
Held directly	11,844,127	$163,804,276	54.1%	Defined

Rubric Capital Management LP

$279,808,712

8.23%

20,232,011

TORONTO DOMINION BANK

$161,957,043

4.76%

11,710,560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES INC	901	$12,460	0.0%	Defined
Canada Trust Co	17,762	$245,648	0.2%	Defined
Held directly	11,691,897	$161,698,935	99.8%	Sole

MORGAN STANLEY

$157,552,296

4.63%

11,392,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	7,247	$100,226	0.1%	Defined
MORGAN STANLEY & CO. LLC	113,307	$1,567,035	1.0%	Defined
Morgan Stanley Canada LTD	8,960,056	$123,917,574	78.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	2,074,321	$28,687,859	18.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	181,987	$2,516,879	1.6%	Defined
Morgan Stanley Bank, N.A.	33,193	$459,059	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21,957	$303,664	0.2%	Defined

GOLDMAN SACHS GROUP INC

$146,880,781

4.32%

10,620,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	10,108,160	$139,795,852	95.2%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	512,287	$7,084,929	4.8%	Defined

MILLENNIUM MANAGEMENT LLC

$144,210,845

4.24%

10,427,393

BANK OF AMERICA CORP /DE/

$123,434,090

3.63%

8,925,097

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	43,596	$602,932	0.5%	Defined
MERRILL LYNCH CANADA INC.	8,881,501	$122,831,158	99.5%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$107,847,391

3.17%

7,798,076

AMERICAN CENTURY COMPANIES INC

$94,511,260

2.78%

6,833,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	6,833,786	$94,511,260	100.0%	Defined

MACKENZIE FINANCIAL CORP

$67,695,816

1.99%

4,894,853

Arvin Capital Management LP

$51,754,390

1.52%

3,742,183

NORGES BANK

$49,530,360

1.46%

3,581,371

CITADEL ADVISORS LLC

$44,090,329

1.30%

3,188,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	1,609	$22,252	0.1%	Defined
Held directly	3,186,412	$44,068,077	99.9%	Defined

OAKTREE CAPITAL MANAGEMENT LP

$41,490,000

1.22%

3,000,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROOKFIELD Corp /ON/ joint	3,000,000	$41,490,000	100.0%	Defined

ROYAL BANK OF CANADA

$34,323,294

1.01%

2,481,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	2,481,800	$34,323,294	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$33,136,361

0.97%

2,395,977

CIBC WORLD MARKET INC.

$31,817,795

0.94%

2,300,636

Value Aligned Research Advisors, LLC

$29,594,913

0.87%

2,139,907

FMR LLC

$29,346,318

0.86%

2,121,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,932,589	$26,727,705	91.1%	Defined
Fidelity Institutional Asset Management Trust Co	100,243	$1,386,360	4.7%	Defined
FIAM LLC	89,100	$1,232,253	4.2%	Defined

Yaupon Capital Management LP

$28,559,835

0.84%

2,065,064

Rokos Capital Management LLP

$28,515,344

0.84%

2,061,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Rokos Capital Management (US) LP	2,061,847	$28,515,344	100.0%	Other

BANK OF NOVA SCOTIA

$28,343,367

0.83%

2,049,412

UBS Group AG

$25,702,777

0.76%

1,858,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	134	$1,853	0.0%	Defined
UBS AG	1,847,590	$25,552,169	99.4%	Defined
UBS Switzerland AG	10,756	$148,755	0.6%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$23,409,072

0.69%

1,692,630

DIMENSIONAL FUND ADVISORS LP

$23,085,490

0.68%

1,669,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	9,800	$135,534	0.6%	Defined
DFA Australia Ltd.	6,278	$86,824	0.4%	Defined
Dimensional Ireland Ltd	44,912	$621,132	2.7%	Defined
Held directly	1,608,243	$22,242,000	96.3%	Sole

NATIONAL BANK OF CANADA /FI/

$21,167,546

0.62%

1,530,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	947,216	$13,099,997	61.9%	Defined
Manager 6	1,000	$13,830	0.1%	Defined
Manager 7	67,231	$929,804	4.4%	Defined
Held directly	515,106	$7,123,915	33.7%	Defined

Man Group plc

$19,626,028

0.58%

1,419,091

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AHL Partners LLP	1,063,291	$14,705,314	74.9%	Defined
Numeric Investors LLC	355,800	$4,920,714	25.1%	Defined

Clearbridge Investments, LLC

$18,663,571

0.55%

1,349,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN TEMPLETON INVESTMENTS CORP	1,349,499	$18,663,571	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$18,292,871

0.54%

1,322,695

MMCAP International Inc. SPC

$18,118,683

0.53%

1,310,100

PICTON MAHONEY ASSET MANAGEMENT

$17,979,000

0.53%

1,300,000

STATE STREET CORP

$17,287,831

0.51%

1,250,024

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC.	1,250,024	$17,287,831	100.0%	Defined

Waratah Capital Advisors Ltd.

$16,596,000

0.49%

1,200,000

BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp

$16,269,805

0.48%

1,176,414

Balyasny Asset Management L.P.

$15,214,078

0.45%

1,100,078

CITIGROUP INC

$14,980,185

0.44%

1,083,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1,083,166	$14,980,185	100.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$14,645,956

0.43%

1,058,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	1,058,999	$14,645,956	100.0%	Sole

TD Asset Management Inc

$13,473,974

0.40%

974,257

SIG North Trading, ULC

$12,997,434

0.38%

939,800

Vanguard Global Advisers, LLC

$12,457,109

0.37%

900,731

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$12,341,933

0.36%

892,403

BARCLAYS PLC

$11,925,829

0.35%

862,316

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	502,645	$6,951,580	58.3%	Defined
BARCLAYS CAPITAL SECURITIES LTD	359,671	$4,974,249	41.7%	Defined

Purpose Unlimited Inc.

$9,483,396

0.28%

685,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Purpose Investments Inc.	653,578	$9,038,983	95.3%	Sole
Held directly	32,134	$444,413	4.7%	Sole

JPMORGAN CHASE & CO

$9,128,807

0.27%

660,073

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	143	$1,977	0.0%	Defined
J.P. Morgan Investment Management Inc.	15,336	$212,096	2.3%	Defined
J.P. Morgan Securities LLC	451,262	$6,240,953	68.4%	Defined
J.P. Morgan Securities plc	193,332	$2,673,781	29.3%	Defined

Clayton Partners LLC

$9,107,276

0.27%

658,516

PCJ Investment Counsel Ltd.

$9,035,000

0.27%

653,290

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	653,290	$9,035,000	100.0%	Sole

INTACT INVESTMENT MANAGEMENT INC.

$8,671,410

0.25%

627,000

Canoe Financial LP

$7,606,500

0.22%

550,000

NewGen Asset Management Ltd

$7,606,500

0.22%

550,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$7,522,137

0.22%

543,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	543,900	$7,522,137	100.0%	Other

Swiss National Bank

$7,451,604

0.22%

538,800

Invesco Ltd.

$7,228,304

0.21%

522,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,091	$42,748	0.6%	Defined
Invesco Capital Management LLC	519,563	$7,185,556	99.4%	Defined

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

$7,173,427

0.21%

518,686

ROYAL BANK OF CANADA

$6,856,914

0.20%

495,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	495,800	$6,856,914	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$6,700,303

0.20%

484,476

SCOTIA CAPITAL INC.

$6,511,495

0.19%

470,824

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF NOVA SCOTIA	470,824	$6,511,495	100.0%	Defined

JANE STREET GROUP, LLC

$6,473,823

0.19%

468,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	468,100	$6,473,823	100.0%	Defined

Federation des caisses Desjardins du Quebec

$6,368,160

0.19%

460,460

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	413,158	$5,713,975	89.7%	Defined
Regime de rentes du Mouvement Desjardins	8,854	$122,450	1.9%	Defined
Held directly	38,448	$531,735	8.3%	Defined

Potrero Capital Research LLC

$6,073,942

0.18%

439,186

Point72 Asset Management, L.P.

$5,912,836

0.17%

427,537

MILLENNIUM MANAGEMENT LLC

$5,532,000

0.16%

400,000

WESTERLY CAPITAL MANAGEMENT, LLC

$5,532,000

0.16%

400,000

SIG North Trading, ULC

$5,493,276

0.16%

397,200

BOOTHBAY FUND MANAGEMENT, LLC

$5,007,096

0.15%

362,046

ARDSLEY ADVISORY PARTNERS LP

$4,771,350

0.14%

345,000

TD Waterhouse Canada Inc.

$4,596,276

0.14%

332,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	332,341	$4,596,276	100.0%	Defined

Arvin Capital Management LP

$4,563,900

0.13%

330,000

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$4,021,404

0.12%

290,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	290,774	$4,021,404	100.0%	Defined

CIBC Asset Management Inc

$3,922,312

0.12%

283,609

Qube Research & Technologies Ltd

$3,834,450

0.11%

277,256

Legal & General Group Plc

$3,726,962

0.11%

269,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	9,342	$129,199	3.5%	Defined
Legal & General Investment Management Ltd joint	260,142	$3,597,763	96.5%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,632,546

0.11%

262,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	262,657	$3,632,546	100.0%	Other

Polar Asset Management Partners Inc.

$3,457,500

0.10%

250,000

CenterBook Partners LP

$3,274,639

0.10%

236,778

VANGUARD ASSET MANAGEMENT, Ltd

$3,192,544

0.09%

230,842

Tacita Capital Inc

$3,078,571

0.09%

222,601

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$3,002,493

0.09%

217,100

GEODE CAPITAL MANAGEMENT, LLC

$2,947,379

0.09%

213,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	43,784	$605,532	20.5%	Defined
Held directly	169,331	$2,341,847	79.5%	Defined

Nuveen, LLC

$2,937,988

0.09%

212,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	18,924	$261,718	8.9%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	193,512	$2,676,270	91.1%	Defined

BlackRock, Inc.

$2,854,469

0.08%

206,397

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	206,289	$2,852,976	99.9%	Sole
SpiderRock Advisors, LLC	108	$1,493	0.1%	Sole

PEAK6 LLC

$2,556,019

0.08%

184,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	184,817	$2,556,019	100.0%	Defined

Cardinal Point Capital Management ULC

$2,524,804

0.07%

182,560

D. E. Shaw & Co., Inc.

$2,263,971

0.07%

163,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	14,000	$193,620	8.6%	Defined
D. E. Shaw Investment Management, L.L.C. joint	149,700	$2,070,351	91.4%	Defined

CITADEL ADVISORS LLC

$2,248,758

0.07%

162,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	162,600	$2,248,758	100.0%	Defined

Hartree Partners, LP

$2,074,500

0.06%

150,000

RAYMOND JAMES FINANCIAL INC

$2,050,932

0.06%

148,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	55,507	$767,661	37.4%	Defined
Raymond James Financial Services Advisors, Inc.	92,789	$1,283,271	62.6%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,041,308

0.06%

147,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	147,600	$2,041,308	100.0%	Other

HRT FINANCIAL LP

$1,842,833

0.05%

133,249

JANE STREET GROUP, LLC

$1,841,352

0.05%

133,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	853	$11,796	0.6%	Defined
Jane Street Global Trading, LLC	132,289	$1,829,556	99.4%	Defined

PICTON MAHONEY ASSET MANAGEMENT

$1,831,742

0.05%

132,447

JUPITER ASSET MANAGEMENT LTD

$1,570,368

0.05%

113,548

Zurcher Kantonalbank (Zurich Cantonalbank)

$1,553,855

0.05%

112,354

Quantbot Technologies LP

$1,515,145

0.04%

109,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	109,555	$1,515,145	100.0%	Sole

Jupiter Topco LLC

$1,442,289

0.04%

104,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	104,287	$1,442,289	100.0%	Defined

Capital Innovations LLC

$1,377,398

0.04%

99,595

Vident Advisory, LLC

$1,374,038

0.04%

99,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advisors Asset Management, Inc.	37,205	$514,545	37.4%	Defined
Blue Trust, Inc.	62,147	$859,493	62.6%	Defined

BTG Pactual Asset Management US LLC

$1,269,732

0.04%

91,810

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$1,266,800

0.04%

91,598

Key facts CIK 1144800 CUSIP 89346D107 13F (30d) 145 filings 142 filers Visit website Investor relations