Algonquin Power & UtilitiesAQN

13F holders, Q4 2024 (December 31)
224holders −14
26new positions
44sold out
5famous investors
$4.45avg. 13F price*

At the end of Q4 2024, 224 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, down 14 from Q3 2024. 26 opened new positions and 44 sold out. The largest holders were Starboard Value ($290.7M), FIL Ltd ($181.5M) and Vanguard Group Inc. ($139.8M). 5 famous investors held it, including Jeff Smith (5.3% of Starboard Value's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$14.2M
Exits44$74.6M

All 13F filers, Q3 2024 → Q4 2024: 59,821,696 shares bought and 43,754,392 shares sold, net +16,067,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

Starboard Value 5.26% Add +5.1% 65,316,000 $290.7M
FIL Ltd 0.17% Add +85.6% 40,886,793 $181.5M
Vanguard Group Inc. 0.00% Add +1.8% 31,510,928 $139.8M
Royal Bank of Canada 0.03% Reduce -14.6% 26,600,223 $118.4M
EdgePoint Investment Group Inc. 0.80% Add +32.8% 22,830,789 $101.2M
Bank of Montreal 0.05% Add +0.6% 21,000,723 $93.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.34% Add +0.7% 13,051,123 $57.9M
National Bank of Canada 0.06% Reduce -7.8% 9,653,970 $42.9M
Bank of Nova Scotia 0.08% Reduce -22.3% 9,621,828 $42.7M
Manufacturers Life Insurance Company, The 0.03% Add +5.4% 8,140,676 $36.2M
Federation des caisses Desjardins du Quebec 0.18% Reduce -3.7% 8,052,628 $35.7M
Toronto Dominion Bank 0.07% Add +39.5% 7,873,035 $34.9M
Legal & General Group Plc 0.01% Reduce -16.3% 7,678,939 $34.1M
Goldman Sachs Group Inc. 0.01% Reduce -37.9% 7,397,217 $32.9M
Cibc World Market Inc. 0.07% Reduce -15.6% 7,147,699 $31.7M
Norges Bank 0.00% Add +8.8% 7,108,059 $31.5M
First Trust Advisors LP 0.03% Add +1.0% 6,898,735 $30.7M
Private Management Group Inc. 0.95% Add +161.2% 5,924,983 $26.4M
BlackRock, Inc. 0.00% Add +31.4% 5,891,950 $26.2M
Dimensional Fund Advisors LP 0.01% Add +12.8% 5,782,827 $25.7M
Intact Investment Management Inc. 0.83% Reduce -4.7% 5,329,019 $23.6M
Alberta Investment Management Corp 0.16% Add +8.7% 5,052,789 $22.5M
Man Group plc 0.06% Add +51.6% 4,353,269 $19.4M
Philosophy Capital Management LLC 2.61% Add +0.2% 4,352,404 $19.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +85.5% 3,730,749 $16.5M
Corvex Management LP 0.54% Add +10.0% 3,345,455 $14.9M
Bank of America Corp. 0.00% Reduce -20.3% 3,309,648 $14.7M
Invesco Ltd. 0.00% Add +2.2% 3,023,830 $13.5M
UBS Group AG 0.00% Add +83.4% 2,979,742 $13.3M
Nuveen Asset Management, LLC 0.00% Add +237.5% 2,939,576 $13.0M
Morgan Stanley 0.00% Add +2.1% 2,896,425 $12.9M
GAMCO Investors 0.13% Add +83.2% 2,858,000 $12.7M
TD Asset Management Inc 0.01% Reduce -30.2% 2,726,962 $12.1M
Two Sigma Advisers, LP 0.03% Add +2961.2% 2,718,300 $12.1M
Callodine Capital Management, LP 2.39% Add +30.0% 2,600,000 $11.6M
Natixis 0.08% Reduce -10.3% 2,568,092 $11.4M
Cidel Asset Management Inc. 0.75% Reduce -0.3% 2,493,771 $11.1M
State Street Corp. 0.00% Reduce -8.0% 2,334,300 $10.5M
Charles Schwab Investment Management Inc. 0.00% Add +4.2% 2,303,614 $10.2M
Scotia Capital Inc. 0.05% Reduce -20.2% 1,927,107 $8.6M
LM Asset Management Inc. 7.98% — 1,900,000 $8.5M
Canada Pension Plan Investment Board 0.01% Reduce -6.3% 1,895,900 $8.4M
Krilogy Financial LLC 0.48% Add +116.7% 1,621,045 $7.2M
Two Sigma Investments, LP 0.02% Add +178.3% 1,613,810 $7.2M
Geode Capital Management, LLC 0.00% Add +5.2% 1,240,480 $7.0M
Gabelli Funds LLC 0.05% Add +11.0% 1,517,250 $6.8M
Swiss National Bank 0.00% Add +0.6% 1,441,700 $6.4M
Infrastructure Capital Advisors, LLC 0.99% Add +17.5% 1,313,996 $5.8M
Renaissance Technologies 0.01% Add +592.9% 1,312,392 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.5% 1,282,479 $5.7M
Greenland Capital Management LP 1.14% New 1,273,050 $5.6M
Manning & Napier Advisors LLC 0.06% Add +25.0% 1,250,000 $5.6M
Mufg Securities (canada), LTD. 0.19% Add +72.1% 1,171,588 $5.2M
TD Waterhouse Canada Inc. 0.04% Reduce -31.7% 1,149,574 $5.1M
Allianz Asset Management GmbH 0.01% Reduce -4.0% 1,144,779 $5.1M
D. E. Shaw & Co. 0.01% Add +5441.0% 991,843 $4.4M
Keeley-Teton Advisors, LLC 0.48% Add +157.1% 935,450 $4.2M
CIBC Asset Management Inc 0.01% Add +0.4% 935,130 $4.1M
Anson Funds Management LP 0.48% No change 850,000 $3.8M
Quantbot Technologies LP 0.12% Add +16.5% 728,307 $3.2M
PDT Partners, LLC 0.27% Reduce -4.5% 689,073 $3.1M
Wedge Capital Management L L P 0.06% Add +4.3% 686,612 $3.1M
Rock Point Advisors, LLC 0.86% Reduce -18.6% 660,635 $2.9M
Barclays PLC 0.00% Reduce -21.4% 652,332 $2.9M
Franklin Resources Inc. 0.00% Reduce -5.1% 611,510 $2.7M
Redwood Investment Management, LLC 0.23% Add +5.2% 531,628 $2.4M
Citigroup Inc. 0.00% Add +50.7% 528,326 $2.3M
Mackenzie Financial Corp. 0.00% Reduce -1.9% 515,172 $2.3M
LPL Financial LLC 0.00% Reduce -5.2% 501,219 $2.2M
HSBC Holdings PLC 0.00% Add +12.3% 458,885 $2.0M
Quinn Opportunity Partners LLC 0.14% No change 430,000 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.9% 431,273 $1.9M
BNP Paribas Financial Markets 0.00% No change 424,911 $1.9M
Centiva Capital, LP 0.07% Reduce -20.0% 400,000 $1.8M
Onex Canada Asset Management Inc. 0.21% Reduce -10.7% 388,227 $1.7M
Trexquant Investment LP 0.02% Reduce -19.1% 380,655 $1.7M
Alpha Omega Wealth Management LLC 0.32% Reduce -35.6% 375,100 $1.7M
Aquatic Capital Management LLC 0.04% New 368,045 $1.6M
CenterBook Partners LP 0.09% New 354,999 $1.6M
Euro Pacific Asset Management, LLC 0.34% Add +0.0% 354,787 $1.6M
ARS Investment Partners, LLC 0.14% Add +10.9% 343,619 $1.5M
Jane Street Group, LLC 0.00% Reduce -71.5% 320,502 $1.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.23% Add +49.8% 302,522 $1.3M
Credit Agricole S A 0.00% Add +2.3% 285,255 $1.3M
Public Employees Retirement System of Ohio 0.00% New 276,349 $1.2M
Northern Trust Corp. 0.00% Add +14.8% 257,472 $1.1M
Jump Financial, LLC 0.02% Add +344.2% 239,027 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -17.2% 237,335 $1.1M
Cubist Systematic Strategies, LLC 0.02% Add +25.9% 226,491 $1.0M
Susquehanna International Group, LLP 0.00% Add +372.5% 223,732 $996K
Raymond James Financial Inc. 0.00% — 222,428 $990K
Van Eck Associates Corp. 0.00% Add +4.0% 221,307 $982K
JPMorgan Chase & Co. 0.00% Reduce -25.2% 216,644 $964K
Polar Asset Management Partners Inc. 0.02% New 215,000 $954K
American Century Companies Inc. 0.00% Add +0.1% 212,880 $945K
CWA Asset Management Group, LLC 0.05% New 203,480 $905K
Pinebridge Investments, L.P. 0.01% Reduce -83.1% 126,178 $805K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.2% 177,815 $789K
Advisors Asset Management, Inc. 0.01% Add +5.2% 171,849 $765K
Nebula Research & Development LLC 0.08% Add +157.0% 161,576 $719K

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

Show all 224 holders