Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TLN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $1.31B | +2.3% | 8.952% | 0.02% |
| 2 | Rubric Capital Management LP | 3.6M | $1.15B | 0.0% | 7.883% | 14.09% |
| 3 | MFN Partners Management, LP | 3.0M | $957.7M | 0.0% | 6.565% | 20.06% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $669.2M | β | 4.587% | 0.04% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $653.3M | β | 4.478% | 0.02% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.9M | $600.2M | +50.8% | 4.114% | 0.07% |
| 7 | LONE PINE CAPITAL LLC | 1.8M | $580.3M | +40.6% | 3.978% | 4.63% |
| 8 | Sachem Head Capital Management LP | 1.5M | $494.0M | +54.8% | 3.387% | 11.90% |
| 9 | REAVES W H & CO INC | 1.5M | $482.3M | -0.7% | 3.306% | 8.00% |
| 10 | STATE STREET CORP | 1.3M | $428.7M | +1.6% | 2.939% | 0.01% |
| 11 | FRED ALGER MANAGEMENT, LLC | 1.2M | $378.6M | -34.3% | 2.595% | 1.66% |
| 12 | Invesco Ltd. | 964K | $307.6M | -33.1% | 2.109% | 0.05% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 910K | $290.6M | -13.3% | 1.991% | 0.02% |
| 14 | Capital World Investors | 775K | $247.4M | 0.0% | 1.696% | 0.03% |
| 15 | CARRONADE CAPITAL MANAGEMENT, LP | 644K | $205.7M | +11.7% | 1.410% | 13.37% |
| 16 | Two Seas Capital LP | 579K | $184.9M | +47.8% | 1.267% | 7.67% |
| 17 | FMR LLC | 545K | $173.9M | -15.6% | 1.192% | 0.01% |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 525K | $167.7M | -7.8% | 1.149% | 0.55% |
| 19 | OAKTREE CAPITAL MANAGEMENT LP | 481K | $153.6M | -23.8% | 1.053% | 2.68% |
| 20 | Attestor Capital Ltd | 480K | $153.2M | +233.7% | 1.050% | 40.37% |
| 21 | AMERICAN CENTURY COMPANIES INC | 444K | $141.7M | +10.1% | 0.971% | 0.07% |
| 22 | MORGAN STANLEY | 406K | $129.8M | -7.1% | 0.890% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 396K | $126.4M | +7.3% | 0.867% | 0.02% |
| 24 | YACKTMAN ASSET MANAGEMENT LP | 360K | $114.9M | -0.0% | 0.788% | 1.53% |
| 25 | Pictet Asset Management Holding SA | 334K | $106.7M | +19.6% | 0.732% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TLN β a direct measure of their conviction.
Filings activity in TLN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TLN position in Q1 2026
Institutions that fully closed their TLN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 565 | 1.1% | 90.13% | 18.02 pp | $14.85B | 17% |
| Q4 2025 | 571 | +7.9% | 108.15% | 19.03 pp | $17.82B | 15% |
| Q3 2025 | 529 | +19% | 127.18% | +42.20 pp | $20.95B | +50% |
| Q2 2025 | 445 | +23% | 84.98% | +28.42 pp | $14.00B | +50% |
| Q1 2025 | 363 | +19% | 56.56% | +1.80 pp | $9.32B | +3.3% |
| Q4 2024 | 305 | +37% | 54.76% | +0.45 pp | $9.02B | +0.8% |
| Q3 2024 | 223 | +2378% | 54.31% | +53.98 pp | $8.95B | +16351% |
| Q2 2024 | 9 | β | 0.33% | β | $54M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TLN stock.
Based on Q1 2026 13F filings, institutional ownership of Talen Energy Corporation stands at 90.1%, held across 565 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TLN, with approximately 4,090,497 shares worth $1.31B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of TLN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, LONE PINE CAPITAL LLC.
Our composite Smart Money Score for TLN is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
109 institutions opened new positions in TLN during Q1 2026, while 115 fully exited. 126 added to existing positions and 328 trimmed.
TLN institutional ownership fell by 18.02 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 49.3% of all reported 13F value in TLN, and the top 25 account for 68.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Talen Energy Corporation (TLN) Institutional Ownership