Talen EnergyTLN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 592 institutions reported holding Talen Energy Corp. (TLN) in their 13F filings, up 38 from Q3 2025. 101 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.5B) and Rubric Capital Management LP ($1.4B). 10 famous investors held it, including Stephen Mandel (3.6% of Lone Pine Capital's portfolio), Howard Marks (2.7% of Oaktree Capital Management's portfolio) and Stephen Yacktman (1.9% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $624.6M |
| Exits | 85 | $1.2B |
All 13F filers, Q3 2025 → Q4 2025: 5,394,349 shares bought and 7,273,502 shares sold, net −1,879,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 592 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.4% | 4,457,654 | $1.7B |
| BlackRock, Inc. | 0.03% | Reduce -5.8% | 3,999,723 | $1.5B |
| Rubric Capital Management LP | 16.15% | No change | 3,602,171 | $1.4B |
| MFN Partners Management, LP | 24.33% | No change | 3,000,000 | $1.1B |
| Fred Alger Management, LLC | 2.65% | Add +8.4% | 1,804,094 | $676.2M |
| Reaves W H & Co. Inc. | 9.98% | Add +7.9% | 1,521,697 | $570.4M |
| Invesco Ltd. | 0.05% | Add +35.6% | 1,441,381 | $540.3M |
| State Street Corp. | 0.02% | Reduce -1.3% | 1,321,480 | $495.3M |
| Lone Pine Capital | 3.56% | Add +8.4% | 1,292,516 | $484.5M |
| Geode Capital Management, LLC | 0.03% | Add +9.1% | 1,049,196 | $409.6M |
| Sachem Head Capital Management LP | 8.79% | Add +72.4% | 1,000,000 | $374.8M |
| Capital World Investors | 0.04% | No change | 774,999 | $290.5M |
| FMR LLC | 0.01% | Reduce -44.5% | 645,353 | $241.9M |
| Norges Bank | 0.02% | — | 602,736 | $225.9M |
| Carronade Capital Management, LP | 19.91% | Add +2.9% | 577,239 | $216.4M |
| William Blair Investment Management, LLC | 0.60% | Reduce -16.2% | 569,399 | $213.4M |
| Morgan Stanley | 0.01% | Reduce -10.7% | 437,423 | $164.0M |
| American Century Companies Inc. | 0.08% | Add +17.6% | 403,079 | $151.1M |
| Two Seas Capital LP | 8.62% | Add +46.9% | 391,974 | $146.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.1% | 369,098 | $138.4M |
| Yacktman Asset Management | 1.89% | Reduce -0.0% | 360,000 | $134.9M |
| Point72 Asset Management | 0.22% | New | 357,349 | $133.9M |
| Millennium Management | 0.10% | Add +1158.6% | 350,299 | $131.3M |
| Capital Research Global Investors | 0.02% | Reduce -9.7% | 335,377 | $125.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.0% | 332,315 | $124.6M |
| Oaktree Capital Management | 2.74% | Add +13.7% | 331,117 | $124.1M |
| Clearbridge Investments, LLC | 0.10% | Add +23.4% | 321,058 | $120.3M |
| BNP Paribas Financial Markets | 0.08% | Add +51.2% | 315,497 | $118.3M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 311,978 | $116.9M |
| Allspring Global Investments Holdings, LLC | 0.18% | Reduce -13.8% | 285,410 | $113.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -20.6% | 298,935 | $112.1M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -15.9% | 279,523 | $104.8M |
| Atalan Capital Partners, LP | 7.45% | Reduce -12.4% | 279,315 | $104.7M |
| Jennison Associates LLC | 0.06% | Reduce -1.0% | 278,902 | $104.5M |
| Deltroit Asset Management (UK) LLP | 16.89% | — | 275,000 | $103.1M |
| Bridgewater Associates | 0.36% | Add +78.4% | 265,244 | $99.4M |
| Glendon Capital Management LP | 5.92% | No change | 264,942 | $99.3M |
| Assenagon Asset Management S.A. | 0.15% | Add +7.2% | 264,193 | $99.0M |
| UBS Group AG | 0.02% | Add +65.9% | 249,134 | $93.4M |
| Squarepoint Ops LLC | 0.16% | Add +39.1% | 214,253 | $80.3M |
| Bornite Capital Management LP | 7.54% | Add +32.0% | 206,000 | $77.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.06% | Add +331.7% | 181,665 | $68.1M |
| Sei Investments Co. | 0.06% | Add +1.8% | 168,491 | $63.2M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 162,788 | $61.0M |
| Bank of America Corp. | 0.00% | Add +20.0% | 161,851 | $60.7M |
| Blue Grotto Capital, LLC | 6.17% | New | 160,163 | $60.0M |
| Tran Capital Management, L.P. | 7.19% | Reduce -1.1% | 160,045 | $60.0M |
| Capital International Investors | 0.01% | Reduce -1.2% | 157,912 | $59.2M |
| Brown Advisory Inc. | 0.08% | Add +3.2% | 157,607 | $59.1M |
| Value Aligned Research Advisors, LLC | 1.21% | Reduce -64.6% | 157,347 | $59.0M |
| Attestor Capital Ltd | 25.46% | — | 143,838 | $53.9M |
| Wellington Management Group LLP | 0.01% | Add +72.1% | 143,378 | $53.7M |
| Newbrook Capital Advisors LP | 6.63% | Reduce -12.8% | 140,991 | $52.8M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -46.6% | 138,613 | $52.0M |
| PointState Capital LP | 0.87% | Reduce -74.5% | 135,870 | $50.9M |
| Victory Capital Management Inc. | 0.03% | Add +20.9% | 134,342 | $50.4M |
| Massachusetts Financial Services Co. | 0.02% | New | 134,255 | $50.3M |
| FIL Ltd | 0.04% | Reduce -24.9% | 134,134 | $50.3M |
| Clearline Capital LP | 3.78% | Add +394.8% | 133,827 | $50.2M |
| Two Creeks Capital Management, LP | 4.09% | Reduce -8.2% | 132,962 | $49.8M |
| Eventide Asset Management, LLC | 0.73% | Add +11.5% | 124,596 | $46.7M |
| Westfield Capital Management Co. LP | 0.19% | Add +0.9% | 124,227 | $46.6M |
| Gilder Gagnon Howe & Co. LLC | 0.49% | Reduce -5.2% | 123,521 | $46.3M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 121,544 | $45.6M |
| Tremblant Capital Group | 1.16% | New | 120,947 | $45.3M |
| TCW Group Inc. | 0.32% | New | 120,225 | $45.1M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2.52% | Add +10.7% | 117,200 | $43.9M |
| Tortoise Capital Advisors, L.L.C. | 0.56% | Add +16.0% | 116,701 | $43.7M |
| Barclays PLC | 0.02% | Add +56.4% | 114,923 | $43.1M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -16.9% | 113,072 | $42.4M |
| Rhumbline Advisers | 0.03% | Reduce -6.5% | 112,358 | $42.1M |
| Qube Research & Technologies Ltd | 0.06% | Add +260.5% | 109,456 | $41.0M |
| Maplelane Capital, LLC | 2.32% | Reduce -13.5% | 109,000 | $40.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +24.6% | 106,371 | $39.9M |
| US Bancorp \de | 0.05% | Add +4.3% | 105,848 | $39.7M |
| Jacobs Levy Equity Management, Inc. | 0.15% | Add +3527.9% | 100,928 | $37.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.2% | 98,235 | $36.8M |
| Owl Creek Asset Management, L.P. | 4.32% | Reduce -17.6% | 95,635 | $35.8M |
| OnyxPoint Global Management LP | 21.17% | Reduce -9.0% | 93,663 | $35.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.8% | 93,390 | $35.0M |
| Apis Capital Advisors, LLC | 5.70% | Add +14.1% | 87,200 | $32.7M |
| Progeny 3, Inc. | 1.75% | No change | 86,500 | $32.4M |
| Charter Oak Advisors LP | 26.86% | Reduce -64.0% | 85,244 | $32.0M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -20.2% | 85,236 | $31.9M |
| Nuveen, LLC | 0.01% | Add +0.9% | 82,578 | $31.0M |
| Potrero Capital Research LLC | 9.78% | Reduce -17.1% | 77,500 | $29.1M |
| Engle Capital Management, L.P. | 11.14% | Reduce -8.7% | 77,000 | $28.9M |
| Swiss National Bank | 0.02% | Add +2.1% | 76,560 | $28.7M |
| LPL Financial LLC | 0.01% | Add +39.2% | 76,494 | $28.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -83.1% | 75,888 | $28.4M |
| California Public Employees Retirement System | 0.02% | Add +3.3% | 75,859 | $28.4M |
| Jefferies Financial Group Inc. | 0.24% | Add +6605.8% | 75,842 | $28.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -31.7% | 75,594 | $28.3M |
| Portolan Capital Management, LLC | 1.51% | Reduce -20.8% | 74,984 | $28.1M |
| Seldon Capital LP | 9.20% | No change | 70,864 | $26.6M |
| Amundi | 0.01% | Add +93.2% | 69,320 | $26.0M |
| Forest Avenue Capital Management LP | 1.65% | New | 66,880 | $25.1M |
| Legal & General Group Plc | 0.01% | Add +25.6% | 66,065 | $24.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.9% | 65,672 | $24.6M |
| Garnet Equity Capital Holdings, Inc. | 12.04% | No change | 64,537 | $24.2M |
"% of holder's portfolio" is TLN's weight in each manager's 13F, not the share of Talen Energy Corp. the manager owns.