Talen EnergyTLN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 579 institutions reported holding Talen Energy Corp. (TLN) in their 13F filings, down 13 from Q4 2025. 88 opened new positions and 99 sold out. The largest holders were BlackRock, Inc. ($1.3B), Rubric Capital Management LP ($1.1B) and MFN Partners Management, LP ($957.7M). 10 famous investors held it, including Stephen Mandel (4.6% of Lone Pine Capital's portfolio), Howard Marks (2.5% of Oaktree Capital Management's portfolio) and Stephen Yacktman (1.5% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $296.2M |
| Exits | 99 | $475.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,487,179 shares bought and 5,313,931 shares sold, net +173,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 579 holders
| BlackRock, Inc. | 0.02% | Add +2.3% | 4,090,497 | $1.3B |
| Rubric Capital Management LP | 14.09% | No change | 3,602,171 | $1.1B |
| MFN Partners Management, LP | 21.14% | No change | 3,000,000 | $957.7M |
| Vanguard Portfolio Management LLC | 0.04% | — | 2,096,199 | $669.2M |
| Vanguard Capital Management LLC | 0.02% | — | 2,046,365 | $653.3M |
| Lone Pine Capital | 4.63% | Add +40.6% | 1,817,947 | $580.3M |
| Sachem Head Capital Management LP | 11.90% | Add +54.8% | 1,547,500 | $494.0M |
| Reaves W H & Co. Inc. | 8.00% | Reduce -0.7% | 1,510,697 | $482.3M |
| State Street Corp. | 0.01% | Add +1.6% | 1,343,015 | $428.7M |
| Fred Alger Management, LLC | 1.66% | Reduce -34.3% | 1,185,953 | $378.6M |
| Invesco Ltd. | 0.03% | Reduce -33.1% | 963,572 | $307.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -13.3% | 909,910 | $290.6M |
| Millennium Management | 0.20% | Add +124.7% | 787,161 | $251.3M |
| Capital World Investors | 0.03% | No change | 774,999 | $247.4M |
| Carronade Capital Management, LP | 15.09% | Add +11.7% | 644,484 | $205.7M |
| Two Seas Capital LP | 8.54% | Add +47.8% | 579,129 | $184.9M |
| FMR LLC | 0.01% | Reduce -15.6% | 544,677 | $173.9M |
| William Blair Investment Management, LLC | 0.55% | Reduce -7.8% | 525,214 | $167.7M |
| Attestor Capital Ltd | 40.37% | Add +233.7% | 479,936 | $153.2M |
| American Century Companies Inc. | 0.07% | Add +10.1% | 443,821 | $141.7M |
| Morgan Stanley | 0.01% | Reduce -7.1% | 406,498 | $129.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.3% | 396,057 | $126.4M |
| Yacktman Asset Management | 1.53% | Reduce -0.0% | 359,900 | $114.9M |
| Pictet Asset Management Holding SA | 0.11% | Add +19.6% | 334,391 | $106.7M |
| Oaktree Capital Management | 2.46% | No change | 331,117 | $105.7M |
| Capital Research Global Investors | 0.02% | Reduce -3.8% | 322,497 | $103.0M |
| Northern Trust Corp. | 0.01% | Add +2.2% | 318,975 | $101.8M |
| Deltroit Asset Management (UK) LLP | 17.19% | Add +12.9% | 310,380 | $99.1M |
| UBS Group AG | 0.02% | Add +23.9% | 308,744 | $98.6M |
| Clearbridge Investments, LLC | 0.08% | Reduce -6.0% | 301,964 | $96.4M |
| Bank of New York Mellon Corp | 0.02% | Add +0.6% | 300,578 | $96.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 284,008 | $90.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +198.8% | 279,069 | $89.1M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +69.0% | 275,105 | $87.8M |
| Bridgewater Associates | 0.38% | Add +0.3% | 266,099 | $84.9M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -9.8% | 257,438 | $84.5M |
| Glendon Capital Management LP | 10.20% | Reduce -3.0% | 257,024 | $82.0M |
| Voloridge Investment Management, LLC | 0.32% | Add +83.1% | 253,851 | $81.0M |
| Brown Advisory Inc. | 0.13% | Add +58.3% | 249,555 | $79.7M |
| Atalan Capital Partners, LP | 6.76% | Reduce -17.8% | 229,600 | $73.3M |
| Two Creeks Capital Management, LP | 7.58% | Add +69.1% | 224,779 | $71.8M |
| Jennison Associates LLC | 0.05% | Reduce -20.9% | 220,613 | $70.4M |
| Blue Grotto Capital, LLC | 8.09% | Add +37.4% | 220,000 | $70.2M |
| Bornite Capital Management LP | 11.21% | Add +1.4% | 208,800 | $66.7M |
| Artemis Investment Management LLP | 0.65% | Add +247.2% | 191,333 | $61.1M |
| Massachusetts Financial Services Co. | 0.02% | Add +37.4% | 184,399 | $58.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -42.0% | 182,995 | $58.4M |
| Susquehanna International Group, LLP | 0.07% | Add +198.0% | 172,291 | $55.0M |
| Squarepoint Ops LLC | 0.11% | Reduce -25.1% | 160,393 | $51.2M |
| Wellington Management Group LLP | 0.01% | Add +10.7% | 158,714 | $50.7M |
| Tremblant Capital Group | 1.62% | Add +30.3% | 157,560 | $50.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.7% | 157,293 | $49.2M |
| Assenagon Asset Management S.A. | 0.08% | Reduce -41.9% | 153,437 | $49.0M |
| Victory Capital Management Inc. | 0.03% | Add +14.2% | 153,413 | $49.0M |
| Royal Bank of Canada | 0.01% | Add +21.3% | 147,394 | $47.1M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 145,451 | $46.4M |
| Tortoise Capital Advisors, L.L.C. | 0.46% | Add +19.1% | 139,041 | $44.4M |
| Barclays PLC | 0.02% | Add +20.0% | 137,933 | $44.0M |
| Sei Investments Co. | 0.04% | Reduce -18.2% | 137,868 | $44.0M |
| US Bancorp \de | 0.05% | Add +24.4% | 131,729 | $42.1M |
| Westfield Capital Management Co. LP | 0.18% | Add +5.8% | 131,461 | $42.0M |
| FIL Ltd | 0.03% | Reduce -2.6% | 130,675 | $41.7M |
| Citadel Advisors | 0.03% | Add +5712.7% | 130,321 | $41.6M |
| Holocene Advisors, LP | 0.10% | New | 125,940 | $40.2M |
| Dendur Capital LP | 2.95% | New | 124,000 | $39.6M |
| Gilder Gagnon Howe & Co. LLC | 0.46% | Reduce -2.7% | 120,181 | $38.4M |
| Blackstone Inc. | 0.15% | New | 117,539 | $37.5M |
| Eventide Asset Management, LLC | 0.62% | Reduce -6.0% | 117,183 | $37.4M |
| Rhumbline Advisers | 0.03% | Add +3.1% | 115,856 | $37.0M |
| Clearline Capital LP | 2.81% | Reduce -15.4% | 113,196 | $36.1M |
| DG Capital Management, LLC | 18.13% | Add +4364.3% | 112,144 | $35.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.4% | 110,025 | $35.1M |
| Charter Oak Advisors LP | 21.27% | Add +29.0% | 109,931 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Add +3.8% | 101,953 | $32.5M |
| Bank of Nova Scotia | 0.06% | Add +302.9% | 101,566 | $32.4M |
| Engineers Gate Manager LP | 0.36% | New | 90,995 | $29.0M |
| Tran Capital Management, L.P. | 3.98% | Reduce -43.3% | 90,712 | $29.0M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.42% | Reduce -23.8% | 89,300 | $28.5M |
| Nuveen, LLC | 0.01% | Add +5.5% | 87,150 | $27.8M |
| Amundi | 0.01% | Add +23.7% | 85,720 | $27.4M |
| Portolan Capital Management, LLC | 1.39% | Add +8.8% | 81,574 | $26.0M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -5.8% | 80,334 | $25.6M |
| Apis Capital Advisors, LLC | 3.94% | Reduce -8.3% | 80,000 | $25.5M |
| Yaupon Capital Management LP | 1.25% | New | 79,156 | $25.3M |
| Swiss National Bank | 0.01% | Add +0.4% | 76,840 | $24.5M |
| Covalis Capital LLP | 1.51% | New | 76,237 | $24.3M |
| California Public Employees Retirement System | 0.01% | Reduce -1.9% | 74,456 | $23.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +281850.0% | 73,307 | $23.4M |
| Exchange Traded Concepts, LLC | 0.18% | Add +104.6% | 72,122 | $23.0M |
| Value Aligned Research Advisors, LLC | 0.26% | Reduce -55.7% | 69,703 | $22.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.7% | 68,526 | $21.9M |
| Philosophy Capital Management LLC | 2.54% | Add +12.4% | 68,315 | $21.8M |
| LPL Financial LLC | 0.01% | Reduce -14.4% | 65,482 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.7% | 55,563 | $20.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.7% | 64,542 | $20.6M |
| Garnet Equity Capital Holdings, Inc. | 11.70% | No change | 64,537 | $20.6M |
| Owl Creek Asset Management, L.P. | 3.95% | Reduce -33.0% | 64,043 | $20.4M |
| Engle Capital Management, L.P. | 6.80% | Reduce -18.8% | 62,502 | $20.0M |
| First Trust Advisors LP | 0.01% | Add +5.7% | 61,815 | $19.7M |
| BW Gestao de Investimentos Ltda. | 0.84% | Add +1.6% | 58,984 | $18.8M |
"% of holder's portfolio" is TLN's weight in each manager's 13F, not the share of Talen Energy Corp. the manager owns.