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Institutional Ownership · SEC Form 13F

Who owns TVA (TVA)


Which tracked institutional funds hold TVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TVA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

55
Institutional holders
20,644,326
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened TVA while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TVA’s largest tracked holder by dollar value, Anson Funds Management LP, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TVA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 55 tracked filers holding TVA, 18 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TVA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • Yorkville Advisors Global, LP$11M
  • HIGHBRIDGE CAPITAL MANAGEMENT LLC$8M
  • METEORA CAPITAL, LLC$8M
  • BTG Pactual Asset Management US LLC$2M
  • RLH Capital LLC$1M
  • StoneX Group Inc.$544K

Full exits 3

  • Praetorian PR LLC$2M
  • FIFTH LANE CAPITAL, LP$952K
  • WEXFORD CAPITAL LP$501K

Largest adds

  • JPMORGAN CHASE & CO$7M
  • DLD Asset Management, LP$1M
  • TORONTO DOMINION BANK$981K
  • GLAZER CAPITAL, LLC$584K
  • MILLENNIUM MANAGEMENT LLC$303K

Largest trims

  • First Trust Capital Management L.P.$7M
  • Mercuria Capital Strategies, LLC$2M
  • Waratah Capital Advisors Ltd.$2M
  • AQR Arbitrage LLC$1M
  • Harraden Circle Investments, LLC$1M
  • J. Goldman & Co LP$906K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Anson Funds Management LP2,199,942$23M9.4%2026-Q1
Magnetar Financial LLC1,400,000$15M6.0%2026-Q1
TENOR CAPITAL MANAGEMENT Co., L.P.1,396,956$15M6.0%2026-Q1
J. Goldman & Co LP trimmed1,159,591$12M5.0%2026-Q1
Yorkville Advisors Global, LP new1,050,000$11M4.5%2026-Q1
Harraden Circle Investments, LLC trimmed985,000$10M4.2%2026-Q1
Linden Advisors LP trimmed963,956$10M4.1%2026-Q1
AQR Arbitrage LLC trimmed955,051$10M4.1%2026-Q1
LMR Partners LLP900,000$9M3.9%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC new738,748$8M3.2%2026-Q1
JPMORGAN CHASE & CO added738,748$8M3.2%2026-Q1
TWO SIGMA INVESTMENTS, LP725,000$8M3.1%2026-Q1
METEORA CAPITAL, LLC new723,878$8M3.1%2026-Q1
D. E. Shaw & Co., Inc.680,000$7M2.9%2026-Q1
First Trust Capital Management L.P. trimmed644,953$7M2.8%2026-Q1
Governors Lane LP trimmed446,058$5M1.9%2026-Q1
ARISTEIA CAPITAL, L.L.C.400,000$4M1.7%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed375,000$4M1.6%2026-Q1
Mercuria Capital Strategies, LLC trimmed347,500$4M1.5%2026-Q1
Verition Fund Management LLC trimmed329,453$3M1.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed329,398$3M1.4%2026-Q1
Radcliffe Capital Management, L.P. trimmed325,894$3M1.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added305,900$3M1.3%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT trimmed249,995$3M1.1%2026-Q1
Periscope Capital Inc. trimmed205,000$2M0.9%2026-Q1
MOORE CAPITAL MANAGEMENT, LP200,000$2M0.9%2026-Q1
DLD Asset Management, LP added197,072$2M0.8%2026-Q1
BTG Pactual Asset Management US LLC new186,531$2M0.8%2026-Q1
Waratah Capital Advisors Ltd. trimmed151,804$2M0.6%2026-Q1
GLAZER CAPITAL, LLC added145,100$2M0.6%2026-Q1
Westchester Capital Management, LLC trimmed136,832$1M0.6%2026-Q1
RLH Capital LLC new110,235$1M0.5%2026-Q1
Massar Capital Management, LP added106,584$1M0.5%2026-Q1
Jain Global LLC100,000$1M0.4%2026-Q1
TORONTO DOMINION BANK added99,564$1M0.4%2026-Q1
Shaolin Capital Management LLC trimmed90,000$935K0.4%2026-Q1
Context Capital Management, LLC70,000$727K0.3%2026-Q1
BERKLEY W R CORP trimmed64,694$672K0.3%2026-Q1
StoneX Group Inc. new52,335$544K0.2%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS50,000$520K0.2%2026-Q1
LINCOLN CAPITAL CORP new50,000$520K0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS new41,926$436K0.2%2026-Q1
Hudson Bay Capital Management LP36,716$381K0.2%2026-Q1
Quarry LP added30,245$314K0.1%2026-Q1
MIZUHO SECURITIES USA LLC trimmed30,010$309K0.1%2026-Q1
Clear Street Group Inc. trimmed27,604$287K0.1%2026-Q1
HEIGHTS CAPITAL MANAGEMENT, INC25,900$269K0.1%2026-Q1
Shay Capital LLC trimmed25,001$260K0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC new14,948$155K0.1%2026-Q1
CITADEL ADVISORS LLC new11,988$125K0.1%2026-Q1
Dauntless Investment Group, LLC trimmed4,018$42K0.0%2026-Q1
HGC Investment Management Inc.3,925$41K0.0%2026-Q1
ROYAL BANK OF CANADA3,277$34K0.0%2026-Q1
UBS Group AG trimmed1,924$20K0.0%2026-Q1
MORGAN STANLEY trimmed72$7480.0%2026-Q1
Karpus Management, Inc. trimmed1,471,700$16M6.5%2025-Q3 stale
ExodusPoint Capital Management, LP new250,000$3M1.1%2025-Q3 stale
WOLVERINE ASSET MANAGEMENT LLC trimmed241,315$3M1.1%2025-Q3 stale
Praetorian PR LLC new195,000$2M0.9%2025-Q4 stale
Polar Asset Management Partners Inc. trimmed107,731$1M0.5%2025-Q3 stale
FIFTH LANE CAPITAL, LP new89,427$952K0.4%2025-Q4 stale
CLEAR STREET LLC new80,593$813K0.3%2025-Q2 stale
ATW SPAC MANAGEMENT LLC new65,000$696K0.3%2025-Q3 stale
WEXFORD CAPITAL LP new47,000$501K0.2%2025-Q4 stale
BOOTHBAY FUND MANAGEMENT, LLC trimmed28,199$300K0.1%2025-Q4 stale
Murchinson Ltd. new25,000$266K0.1%2025-Q4 stale
Marex Group plc new12,500$133K0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC trimmed10,000$106K0.0%2025-Q4 stale
Virtu Financial LLC new10,385$105K0.0%2025-Q2 stale
Warberg Asset Management LLC new10,000$101K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC. new00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership