Algonquin Power & UtilitiesAQN

13F holders, Q1 2024 (March 31)
235holders
6famous investors
$6.37avg. 13F price*

At the end of Q1 2024, 235 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings. The largest holders were Starboard Value ($392.7M), Vanguard Group Inc. ($165.9M) and FIL Ltd ($140.2M). 6 famous investors held it, including Jeff Smith (8.2% of Starboard Value's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Algonquin Power & Utilities
CUSIP
015857105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 235Q1 2024Q2 2024: 258Q2 2024Q3 2024: 238Q3 2024Q4 2024: 224Q4 2024Q1 2025: 232Q1 2025Q2 2025: 234Q2 2025Q3 2025: 244Q3 2025Q4 2025: 247Q4 2025Q1 2026: 251Q1 2026Q2 2026: 239Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions28$66.3M
Exits49$47.6M

Ownership 235 holders

Starboard Value 8.16% Add +0.2% 62,141,000 $392.7M
Vanguard Group Inc. 0.00% Add +1.0% 26,248,892 $165.9M
FIL Ltd 0.14% Add +2.3% 22,178,520 $140.2M
Bank of Montreal 0.04% Reduce -14.3% 19,906,667 $124.7M
Royal Bank of Canada 0.03% Add +5.9% 18,845,034 $119.1M
Goldman Sachs Group Inc. 0.02% Add +6.4% 16,543,859 $104.6M
EdgePoint Investment Group Inc. 0.83% Add +0.2% 16,376,402 $103.5M
Toronto Dominion Bank 0.13% Reduce -5.4% 12,767,999 $80.7M
National Bank of Canada 0.12% Add +6.5% 10,223,412 $67.1M
Bank of Nova Scotia 0.13% Add +2.2% 10,449,949 $66.0M
Cibc World Market Inc. 0.13% Reduce -0.8% 7,886,317 $49.8M
Legal & General Group Plc 0.01% Reduce -10.1% 7,028,166 $44.4M
Federation des caisses Desjardins du Quebec 0.30% Add +0.3% 4,894,734 $41.6M
FMR LLC 0.00% Add +42.0% 5,694,930 $36.0M
TD Asset Management Inc 0.03% Reduce -31.3% 5,388,671 $34.1M
First Trust Advisors LP 0.03% Add +42.4% 5,372,962 $34.0M
Intact Investment Management Inc. 1.32% Add +6.6% 5,288,219 $33.4M
Bank of America Corp. 0.00% Add +30.0% 5,179,555 $32.7M
Point72 Asset Management 0.08% Add +49.2% 4,540,500 $28.7M
Norges Bank 0.00% Reduce -1.2% 4,436,361 $28.0M
Dimensional Fund Advisors LP 0.01% Add +49.9% 4,138,157 $26.2M
Philosophy Capital Management LLC 4.92% Add +5.4% 3,978,379 $25.1M
BlackRock Inc. 0.00% Add +8.7% 3,947,072 $24.9M
Alberta Investment Management Corp 0.26% Add +14.2% 3,861,369 $24.4M
Jane Street Group, LLC 0.03% Add +824.4% 3,765,026 $23.8M
State Street Corp. 0.00% Add +1.8% 3,601,860 $23.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +0.7% 3,478,536 $22.0M
Sasco Capital Inc. / CT/ 2.81% Reduce -2.3% 3,326,360 $21.0M
Whitebox Advisors LLC 2.58% No change 3,157,963 $20.0M
Scotia Capital Inc. 0.10% Reduce -19.6% 2,617,502 $16.5M
Davidson Kempner Capital Management LP 0.33% Reduce -37.1% 2,577,716 $16.3M
Natixis 0.08% Add +38.7% 2,186,526 $13.8M
TD Waterhouse Canada Inc. 0.10% New 1,572,544 $12.9M
Canada Pension Plan Investment Board 0.01% No change 2,022,837 $12.8M
Morgan Stanley 0.00% Reduce -54.8% 1,993,973 $12.6M
Arrowstreet Capital, Limited Partnership 0.01% New 1,945,827 $12.3M
Troluce Capital Advisors LLC 2.71% Add +28.8% 1,931,648 $12.2M
Kayne Anderson Capital Advisors LP 0.32% Reduce -10.4% 1,780,354 $11.3M
Two Sigma Investments, LP 0.03% New 1,736,076 $11.0M
Crestline Management, L.P. 1.03% Reduce -24.0% 1,729,336 $10.9M
Manufacturers Life Insurance Company, The 0.01% Add +0.7% 1,729,165 $10.9M
JPMorgan Chase & Co. 0.00% Add +5.1% 1,720,811 $10.9M
Pinebridge Investments, L.P. 0.09% Add +12.1% 1,254,231 $10.7M
Capital Research Global Investors 0.00% New 1,570,300 $9.9M
Invesco Ltd. 0.00% Reduce -82.8% 1,470,497 $9.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +5.9% 1,341,745 $8.5M
Onex Canada Asset Management Inc. 0.82% Reduce -11.2% 1,292,610 $8.2M
Swiss National Bank 0.01% Reduce -39.3% 1,291,900 $8.2M
Allianz Asset Management GmbH 0.01% Reduce -25.4% 1,254,647 $7.9M
Geode Capital Management, LLC 0.00% Reduce -68.2% 1,022,502 $7.9M
Carlson Capital, L.P. 0.64% Add +34.9% 1,239,992 $7.8M
Hudson Bay Capital Management LP 0.08% Reduce -9.9% 1,193,242 $7.5M
Balyasny Asset Management L.P. 0.02% Reduce -64.2% 1,137,836 $7.2M
Credit Suisse AG/ 0.01% Reduce -20.9% 1,113,672 $7.0M
Millennium Management 0.01% New 1,071,906 $6.8M
UBS Group AG 0.00% Add +428.5% 1,026,605 $6.5M
Corvex Management LP 0.32% No change 1,011,946 $6.4M
Greenland Capital Management LP 0.93% Reduce -16.4% 882,776 $5.6M
Two Sigma Advisers, LP 0.01% Add +102.2% 853,000 $5.4M
13D Management LLC 3.27% Add +0.1% 846,763 $5.4M
D. E. Shaw & Co. 0.01% Add +110.0% 815,358 $5.2M
CIBC Asset Management Inc 0.02% Add +17.6% 796,805 $5.0M
Susquehanna International Group, LLP 0.01% Add +809.0% 775,291 $4.9M
M&G PLC 0.03% — 735,173 $4.9M
Alta Fundamental Advisers LLC 2.40% New 750,000 $4.7M
Krilogy Financial LLC 0.34% Add +38.8% 705,200 $4.5M
Citadel Advisors 0.00% Add +393.0% 691,398 $4.4M
Alpha Omega Wealth Management LLC 0.70% Add +8.2% 592,430 $3.7M
Franklin Resources Inc. 0.00% Add +1065.8% 562,962 $3.6M
Barclays PLC 0.00% Add +72.9% 549,225 $3.5M
Redwood Investment Management, LLC 0.31% Add +1.6% 519,879 $3.3M
Maven Securities LTD 0.19% New 500,000 $3.2M
Citigroup Inc. 0.00% Add +1.6% 481,377 $3.0M
Nuveen Asset Management, LLC 0.00% Add +9.7% 477,637 $3.0M
Mackenzie Financial Corp. 0.00% Add +3.2% 474,424 $3.0M
Gabelli Funds LLC 0.02% Reduce -1.6% 469,882 $3.0M
Rock Point Advisors, LLC 0.88% Add +0.9% 470,019 $3.0M
Raymond James & Associates 0.00% Add +40.1% 464,010 $2.9M
Quinn Opportunity Partners LLC 0.31% No change 430,000 $2.7M
State of Tennessee, Department of Treasury 0.01% No change 398,700 $2.5M
HighTower Advisors, LLC 0.00% Add +57.2% 385,131 $2.4M
Baird Financial Group, Inc. 0.01% Reduce -3.3% 381,200 $2.4M
Quantbot Technologies LP 0.14% Add +113.9% 380,252 $2.4M
Euro Pacific Asset Management, LLC 0.47% Reduce -0.2% 361,115 $2.3M
Northern Trust Corp. 0.00% Reduce -8.8% 334,333 $2.1M
Trexquant Investment LP 0.04% Add +393.8% 322,644 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -17.6% 319,574 $2.0M
Lighthouse Investment Partners, LLC 0.11% New 290,614 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +63.0% 289,670 $1.8M
PDT Partners, LLC 0.17% Add +0.2% 281,728 $1.8M
Quantinno Capital Management LP 0.04% Add +4.3% 255,997 $1.6M
USS Investment Management Ltd 0.01% Add +12.7% 256,200 $1.6M
Y-Intercept (Hong Kong) Ltd 0.12% Add +216.9% 255,098 $1.6M
HSBC Holdings PLC 0.00% Reduce -31.0% 245,983 $1.6M
Cubist Systematic Strategies, LLC 0.02% Add +19.0% 222,907 $1.4M
HRT Financial LP 0.01% New 217,202 $1.4M
Corrado Advisors, LLC 0.87% Reduce -4.3% 210,410 $1.3M
Guardian Capital Advisors LP 0.13% Reduce -17.5% 214,044 $1.2M
LPL Financial LLC 0.00% Add +361.1% 186,015 $1.2M
Mirabella Financial Services LLP 0.08% Add +739.4% 165,560 $1.0M
Graham Capital Management, L.P. 0.05% Add +380.8% 152,232 $962K
Pictet Asset Management Holding SA 0.00% Reduce -52.0% 148,205 $941K
Credit Agricole S A 0.02% Add +132.9% 159,271 $930K
Advisors Asset Management, Inc. 0.02% Add +5.0% 139,213 $880K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.9% 132,189 $836K
Eagle Harbor Asset Management Inc. 0.86% Add +35.9% 127,005 $803K
Amundi 0.00% Reduce -71.4% 129,310 $755K
DekaBank Deutsche Girozentrale 0.00% Reduce -46.8% 114,834 $709K
Formidable Asset Management, LLC 0.11% Reduce -17.0% 110,996 $701K
Creative Planning 0.00% Add +29.7% 110,406 $698K
Osaic Holdings, Inc. 0.00% Reduce -1.7% 109,390 $691K
Alliancebernstein L.P. 0.00% Reduce -26.5% 105,590 $667K
Hennessy Advisors Inc. 0.03% Reduce -4.3% 104,264 $659K
Tidal Investments LLC 0.01% Reduce -5.9% 95,132 $595K
Stifel Financial Corp. 0.00% Add +8.9% 92,314 $583K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.0% 85,871 $542K
Guardian Capital LP 0.02% No change 83,701 $529K
Cetera Investment Advisers 0.00% Add +100.8% 81,118 $513K
SIG North Trading, ULC 0.19% — 80,365 $508K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.5% 78,302 $495K
American Century Companies Inc. 0.00% Add +1.4% 76,646 $484K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -45.5% 70,400 $445K
Bank of New York Mellon Corp 0.00% Reduce -90.6% 67,342 $426K
Wells Fargo & Company 0.00% Add +23.4% 66,442 $420K
Cubic Asset Management, LLC 0.10% Reduce -3.6% 66,065 $418K
LMR Partners LLP 0.01% New 65,437 $414K
Public Sector Pension Investment Board 0.00% Reduce -48.6% 65,071 $412K
PFG Investments, LLC 0.02% Add +71.3% 63,371 $401K
John G Ullman & Associates Inc. 0.06% Reduce -22.3% 59,300 $375K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -28.7% 54,323 $343K
Signaturefd, LLC 0.01% Add +11.5% 53,609 $339K
Neuberger Berman Group LLC 0.00% New 53,428 $338K
Engineers Gate Manager LP 0.01% New 52,920 $335K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% Reduce -11.9% 52,000 $329K
Centiva Capital, LP 0.02% New 49,655 $314K
Virtu Financial LLC 0.02% Add +47.1% 49,104 $310K
Keynote Financial Services LLC 0.24% — 44,755 $283K
XTX Topco Ltd 0.04% Add +25.4% 42,498 $269K
Northwest & Ethical Investments L.P. 0.01% Reduce -61.0% 41,997 $265K
Gotham Asset Management 0.00% Add +137.9% 41,687 $263K
Simplex Trading, LLC 0.01% Reduce -0.6% 40,870 $258K
Consolidated Portfolio Review Corp 0.06% Reduce -9.4% 38,963 $246K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.0% 37,661 $238K
ADAR1 Capital Management, LLC 0.06% Reduce -26.0% 37,000 $234K
Magnetar Financial LLC 0.01% Reduce -67.8% 36,925 $233K
AXA S.A. 0.00% Reduce -6.6% 35,526 $225K
Cidel Asset Management Inc. 0.02% Reduce -58.6% 35,184 $223K
Mariner, LLC 0.00% Add +21.8% 34,440 $218K
Phoenix Financial Ltd. 0.00% Add +36.8% 34,401 $217K
Shell Asset Management Co. 0.01% Reduce -64.6% 36,500 $214K
Bank of Nova Scotia Trust Co. 0.02% Reduce -9.8% 33,050 $209K
Investment Management Corp of Ontario 0.01% Reduce -45.3% 32,847 $208K
Seven Eight Capital, LP 0.02% Reduce -72.9% 30,528 $193K
Ingalls & Snyder LLC 0.01% Reduce -3.3% 29,650 $187K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +5.4% 28,648 $181K
Squarepoint Ops LLC 0.00% No change 28,241 $178K
Vident Advisory, LLC 0.00% Reduce -12.7% 27,949 $177K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +151.3% 27,900 $176K
DGS Capital Management, LLC 0.05% New 26,708 $169K
Brevan Howard Capital Management LP 0.02% New 26,284 $166K
Pursue Wealth Partners LLC 0.10% No change 26,086 $165K
Integrated Wealth Concepts LLC 0.00% Reduce -15.5% 24,850 $157K
Evergreen Capital Management LLC 0.01% Add +30.0% 23,983 $154K
Intrua Financial, LLC 0.02% Reduce -1.3% 22,825 $144K
Kepos Capital LP 0.04% Reduce -2.9% 22,696 $142K
First Trust Direct Indexing L.P. 0.01% Reduce -14.0% 22,223 $140K
EverSource Wealth Advisors, LLC 0.01% Add +5.6% 22,841 $140K
Russell Investments Group, Ltd. 0.00% Reduce -79.7% 20,956 $132K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 20,800 $131K
Covestor Ltd 0.08% Reduce -29.8% 20,247 $128K
Deutsche Bank AG 0.00% Reduce -96.9% 19,812 $125K
Gilman Hill Asset Management, LLC 0.02% No change 19,750 $125K
Value Partners Investments Inc. 0.01% Add +31.8% 18,338 $116K
ERn Financial, LLC 0.02% No change 16,320 $103K
West Family Investments, Inc. 0.03% Add +43.2% 16,276 $103K
Stephens Inc. 0.00% No change 16,000 $101K
Naples Global Advisors, LLC 0.01% Reduce -72.3% 15,645 $101K
Equitable Holdings, Inc. 0.00% New 15,081 $95K
Pathstone Holdings, LLC 0.00% Reduce -23.4% 15,022 $95K
Belpointe Asset Management LLC 0.01% No change 14,835 $94K
US Bancorp \de 0.00% Add +13.8% 14,387 $91K
Cresset Asset Management, LLC 0.00% Add +18.8% 13,851 $89K
Cerity Partners LLC 0.00% Reduce -11.2% 13,633 $86K
Harvest Portfolios Group Inc. 0.00% No change 13,400 $85K
Group One Trading LLC 0.00% Reduce -60.4% 13,381 $85K
SVB Wealth LLC 0.00% New 12,961 $82K
Foundations Investment Advisors, LLC 0.00% Reduce -4.0% 12,408 $78K
Larson Financial Group LLC 0.01% New 12,000 $76K
Douglass Winthrop Advisors, LLC 0.00% New 12,000 $76K
Triumph Capital Management 0.03% Reduce -9.1% 12,021 $75K
Quadrant Capital Group LLC 0.01% Reduce -22.8% 11,738 $75K
Schonfeld Strategic Advisors LLC 0.00% New 11,418 $72K
Aigen Investment Management, LP 0.02% New 11,407 $72K
Kingswood Wealth Advisors, LLC 0.01% Reduce -40.8% 11,136 $70K
Davis-Rea LTD. 0.03% No change 10,929 $70K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.0% 10,802 $68K
Baskin Financial Services Inc. 0.01% No change 10,722 $68K
Raymond James Trust N.A. 0.00% No change 10,000 $63K
Tacita Capital Inc 0.04% No change 8,750 $55K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.7% 8,565 $54K
Parallel Advisors, LLC 0.00% Add +70.6% 7,417 $47K
Catalyst Funds Management Pty Ltd 0.01% — 5,700 $36K
Spire Wealth Management 0.00% No change 5,550 $35K
1832 Asset Management L.P. 0.00% Reduce -37.1% 5,512 $35K
Pacifica Partners Inc. 0.01% Add +28.4% 5,329 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% — 4,000 $25K
Lindbrook Capital, LLC 0.00% Add +37.6% 3,424 $22K
Credential Qtrade Securities Inc. 0.00% Reduce -7.4% 3,000 $19K
Grayhawk Investment Strategies Inc. 0.01% No change 1,990 $17K
IFP Advisors, Inc 0.00% Add +45.8% 2,315 $15K
Summit Securities Group LLC 0.01% New 2,200 $14K
Macquarie Group Ltd. 0.00% New 2,179 $14K
Cwm, LLC 0.00% Add +15.8% 2,048 $13K
Founders Capital Management 0.01% No change 2,000 $13K
Geneos Wealth Management Inc. 0.00% Reduce -30.6% 1,342 $8K
PEAK6 Investments LLC 0.00% Reduce -63.9% 1,155 $7K
Janiczek Wealth Management, LLC 0.00% No change 1,023 $7K
Dixon Mitchell Investment Counsel Inc. 0.00% New 1,000 $6K
Farther Finance Advisors, LLC 0.00% Reduce -11.1% 833 $5K
Bokf, NA 0.00% No change 794 $5K
Allworth Financial LP 0.00% Reduce -11.2% 454 $3K
Mufg Securities (canada), LTD. 0.00% New 358 $2K
Valley National Advisers Inc. 0.00% No change 325 $2K
Hilltop National Bank 0.00% — 300 $2K
Bell Investment Advisors, Inc 0.00% Reduce -24.0% 250 $2K
Rhumbline Advisers 0.00% Reduce -62.3% 205 $1K
Cornerstone Planning Group LLC 0.00% New 180 $1K
CVA Family Office, LLC 0.00% Add +0.6% 169 $1K
Transamerica Financial Advisors, LLC 0.00% New 15 $1K
Naples Money Management LLC 0.00% No change 157 $992
North Star Investment Management Corp. 0.00% No change 100 $632
True Wealth Design, LLC 0.00% Add +23.8% 26 $165
JFS Wealth Advisors, LLC 0.00% Reduce -97.7% 4 $26
Bogart Wealth, LLC 0.00% No change 1 $6
Roble, Belko & Company, Inc 0.00% No change 60 $0

"% of holder's portfolio" is AQN's weight in each manager's 13F, not the share of Algonquin Power & Utilities the manager owns.