Talen EnergyTLN
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 459 institutions reported holding Talen Energy Corp. (TLN) in their 13F filings, up 75 from Q1 2025. 131 opened new positions and 55 sold out. The largest holders were Rubric Capital Management LP ($1.3B), Vanguard Group Inc. ($1.3B) and MFN Partners Management, LP ($872.3M). 11 famous investors held it, including Dan Loeb (3.0% of Third Point's portfolio), Stephen Mandel (2.3% of Lone Pine Capital's portfolio) and Stephen Yacktman (1.7% of Yacktman Asset Management's portfolio).
- Company
- Talen Energy Corp.
- CUSIP
- 87422Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $611.3M |
| Exits | 55 | $379.6M |
All 13F filers, Q1 2025 → Q2 2025: 8,996,084 shares bought and 8,457,376 shares sold, net +538,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| Rubric Capital Management LP | 21.07% | Reduce -26.4% | 4,505,302 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 4,405,893 | $1.3B |
| MFN Partners Management, LP | 19.15% | No change | 3,000,000 | $872.3M |
| BlackRock, Inc. | 0.01% | Add +113.8% | 2,042,171 | $593.8M |
| Fred Alger Management, LLC | 2.48% | Add +27.6% | 1,903,530 | $553.5M |
| Sachem Head Capital Management LP | 12.30% | Reduce -21.9% | 1,354,600 | $393.9M |
| Reaves W H & Co. Inc. | 8.08% | Add +3.3% | 1,252,490 | $364.2M |
| William Blair Investment Management, LLC | 0.85% | Reduce -1.0% | 1,101,782 | $320.4M |
| Lone Pine Capital | 2.29% | No change | 1,089,380 | $316.8M |
| Blackstone Inc. | 1.19% | Add +1860.9% | 910,941 | $264.9M |
| Geode Capital Management, LLC | 0.02% | Add +26.1% | 794,754 | $231.1M |
| Third Point | 3.03% | Add +34.2% | 785,000 | $228.3M |
| Capital World Investors | 0.03% | Reduce -43.5% | 774,914 | $225.3M |
| State Street Corp. | 0.01% | Add +151.0% | 711,231 | $206.8M |
| Invesco Ltd. | 0.03% | Add +18.9% | 599,010 | $174.2M |
| Norges Bank | 0.02% | Reduce -6.7% | 578,424 | $168.2M |
| Carronade Capital Management, LP | 23.59% | Add +1231.0% | 542,743 | $157.8M |
| Atalan Capital Partners, LP | 11.39% | Reduce -11.8% | 510,000 | $148.3M |
| Gimbel Daniel Scott | 33.58% | Reduce -0.4% | 500,607 | $145.6M |
| Morgan Stanley | 0.01% | Add +38.9% | 477,577 | $138.9M |
| Yacktman Asset Management | 1.73% | Reduce -0.3% | 443,700 | $129.0M |
| Ameriprise Financial Inc. | 0.03% | Add +44.6% | 439,079 | $127.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 415,465 | $120.8M |
| Clearbridge Investments, LLC | 0.10% | Reduce -6.1% | 412,495 | $119.9M |
| Two Sigma Investments, LP | 0.22% | Add +3325.9% | 404,294 | $117.6M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -21.1% | 394,297 | $114.6M |
| Capital Research Global Investors | 0.02% | Reduce -25.8% | 381,416 | $110.9M |
| Value Aligned Research Advisors, LLC | 4.89% | Add +7.3% | 376,428 | $109.5M |
| Point72 Asset Management | 0.26% | New | 354,602 | $103.1M |
| American Century Companies Inc. | 0.05% | Reduce -15.5% | 337,525 | $98.1M |
| Two Creeks Capital Management, LP | 6.51% | Add +73.4% | 336,885 | $98.0M |
| Brown Advisory Inc. | 0.13% | Reduce -7.2% | 330,401 | $96.1M |
| Assenagon Asset Management S.A. | 0.14% | New | 313,783 | $91.2M |
| Two Seas Capital LP | 8.61% | Reduce -36.3% | 300,698 | $87.4M |
| Glendon Capital Management LP | 4.70% | Reduce -59.5% | 294,380 | $85.6M |
| Merewether Investment Management, LP | 2.29% | Add +92.9% | 273,159 | $79.4M |
| JPMorgan Chase & Co. | 0.01% | Add +179.9% | 264,091 | $76.8M |
| River Road Asset Management, LLC | 0.97% | Reduce -55.0% | 202,931 | $76.6M |
| Maple Rock Capital Partners Inc. | 3.82% | Reduce -33.5% | 263,251 | $76.5M |
| PointState Capital LP | 1.56% | Reduce -34.0% | 248,269 | $72.2M |
| Millennium Management | 0.07% | Reduce -5.1% | 248,030 | $72.1M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -37.2% | 240,122 | $69.8M |
| Bank of New York Mellon Corp | 0.01% | Add +79.3% | 239,380 | $69.6M |
| Bank of America Corp. | 0.01% | Add +27.7% | 233,165 | $67.8M |
| FIL Ltd | 0.05% | Reduce -0.1% | 217,230 | $63.2M |
| Tran Capital Management, L.P. | 6.97% | Reduce -23.7% | 203,560 | $59.2M |
| Philosophy Capital Management LLC | 7.32% | Add +3.2% | 200,000 | $58.2M |
| Franklin Resources Inc. | 0.02% | Reduce -20.0% | 200,000 | $58.2M |
| Northern Trust Corp. | 0.01% | Add +82.1% | 189,689 | $55.2M |
| Newbrook Capital Advisors LP | 6.86% | Add +70.6% | 187,326 | $54.5M |
| Charter Oak Advisors LP | 33.52% | No change | 187,233 | $54.4M |
| Westfield Capital Management Co. LP | 0.23% | Reduce -18.8% | 186,558 | $54.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +44.9% | 189,972 | $53.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.5% | 177,462 | $51.6M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -10.4% | 177,028 | $51.5M |
| Sei Investments Co. | 0.06% | Add +63.6% | 174,265 | $50.7M |
| Holocene Advisors, LP | 0.12% | Reduce -41.0% | 173,846 | $50.5M |
| SPX Gestao de Recursos Ltda | 4.65% | Add +74.0% | 170,700 | $49.6M |
| P Schoenfeld Asset Management LP | 15.82% | No change | 169,575 | $49.3M |
| Two Sigma Advisers, LP | 0.10% | Add +12715.4% | 166,600 | $48.4M |
| Gilder Gagnon Howe & Co. LLC | 0.50% | Reduce -5.5% | 163,395 | $47.5M |
| Jane Street Group, LLC | 0.08% | Reduce -22.9% | 160,624 | $46.7M |
| Capital International Investors | 0.01% | Reduce -0.3% | 159,843 | $46.5M |
| Bornite Capital Management LP | 4.48% | Reduce -24.8% | 153,900 | $44.7M |
| Bridgewater Associates | 0.18% | Add +193.9% | 152,997 | $44.5M |
| Artemis Investment Management LLP | 0.57% | New | 151,228 | $44.0M |
| Jennison Associates LLC | 0.03% | Add +19.5% | 150,886 | $43.9M |
| Oaktree Capital Management | 0.96% | Reduce -59.4% | 129,829 | $37.8M |
| OnyxPoint Global Management LP | 21.21% | Reduce -1.7% | 127,767 | $37.2M |
| Maplelane Capital, LLC | 2.24% | Add +21.4% | 125,000 | $36.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +673.6% | 121,952 | $35.5M |
| Owl Creek Asset Management, L.P. | 4.64% | New | 121,064 | $35.2M |
| Man Group plc | 0.07% | Add +34.2% | 116,697 | $33.9M |
| UBS Group AG | 0.01% | Reduce -14.3% | 115,619 | $33.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +117.8% | 106,844 | $31.1M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.87% | Add +19.5% | 106,000 | $30.8M |
| US Bancorp \de | 0.04% | Add +18.7% | 96,988 | $28.2M |
| Susquehanna International Group, LLP | 0.04% | Reduce -83.5% | 94,326 | $27.4M |
| FMR LLC | 0.00% | Add +0.0% | 93,818 | $27.3M |
| Citigroup Inc. | 0.02% | Add +186.8% | 93,530 | $27.2M |
| Potrero Capital Research LLC | 12.64% | Add +71.1% | 93,498 | $27.2M |
| Apis Capital Advisors, LLC | 9.34% | Reduce -20.3% | 90,400 | $26.3M |
| Schonfeld Strategic Advisors LLC | 0.18% | Add +307.4% | 83,442 | $24.3M |
| TCW Group Inc. | 0.19% | Add +79.3% | 83,219 | $24.2M |
| Lord, Abbett & Co. LLC | 0.08% | New | 81,115 | $23.6M |
| Wellington Management Group LLP | 0.00% | New | 80,615 | $23.4M |
| Canada Pension Plan Investment Board | 0.02% | New | 80,300 | $23.3M |
| Engle Capital Management, L.P. | 6.93% | Add +43.6% | 79,000 | $23.0M |
| Barclays PLC | 0.01% | Add +158.6% | 78,279 | $22.8M |
| Clearline Capital LP | 1.95% | Reduce -17.9% | 76,267 | $22.2M |
| BNP Paribas Financial Markets | 0.02% | Add +7485.3% | 73,350 | $21.3M |
| Zurich Insurance Group Ltd | 0.16% | New | 73,260 | $21.3M |
| Seldon Capital LP | 8.95% | Reduce -13.7% | 70,864 | $20.6M |
| Swiss National Bank | 0.01% | Reduce -2.5% | 69,500 | $20.2M |
| Portolan Capital Management, LLC | 1.20% | Add +53.7% | 65,591 | $19.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 65,000 | $18.9M |
| Garnet Equity Capital Holdings, Inc. | 8.69% | No change | 64,537 | $18.8M |
| Nuveen, LLC | 0.01% | Add +6.0% | 63,605 | $18.5M |
| Verition Fund Management LLC | 0.11% | Reduce -28.5% | 63,022 | $18.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +2911.8% | 61,743 | $18.0M |
"% of holder's portfolio" is TLN's weight in each manager's 13F, not the share of Talen Energy Corp. the manager owns.