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
Guardian Partners Inc. 0.07% — 146,523 $653K
SIG North Trading, ULC 0.14% Reduce -18.1% 138,332 $616K
Pictet Asset Management Holding SA 0.00% Add +0.1% 138,019 $612K
HighTower Advisors, LLC 0.00% Reduce -48.5% 135,917 $605K
Credit Industriel Et Commercial 0.21% — 130,000 $579K
Cetera Investment Advisers 0.00% Reduce -4.7% 128,800 $571K
Wells Fargo & Company 0.00% Reduce -43.3% 122,701 $544K
Alliancebernstein L.P. 0.00% No change 121,690 $542K
Qube Research & Technologies Ltd 0.00% New 120,267 $533K
Hennessy Advisors Inc. 0.02% Add +1.4% 119,264 $531K
Eagle Harbor Asset Management Inc. 0.48% Reduce -29.1% 108,811 $484K
DekaBank Deutsche Girozentrale 0.00% No change 109,141 $483K
Natixis Advisors, LLC 0.00% New 105,406 $469K
CANADA LIFE ASSURANCE Co 0.00% Reduce -69.5% 105,868 $469K
Maven Securities LTD 0.07% New 100,000 $445K
Samalin Investment Counsel, LLC 0.19% Reduce -4.2% 99,269 $442K
A. D. Beadell Investment Counsel, Inc. 0.32% Add +158.5% 88,400 $393K
Guardian Capital LP 0.01% No change 83,701 $371K
Russell Investments Group, Ltd. 0.00% Add +72.9% 82,755 $368K
Formidable Asset Management, LLC 0.06% Reduce -3.3% 81,670 $363K
Graham Capital Management, L.P. 0.02% Reduce -36.0% 80,846 $360K
Stifel Financial Corp. 0.00% Reduce -18.3% 79,931 $356K
Tidal Investments LLC 0.00% Reduce -2.4% 79,280 $353K
Squarepoint Ops LLC 0.00% Add +214.4% 73,040 $325K
Public Sector Pension Investment Board 0.00% No change 72,471 $321K
Deutsche Bank AG 0.00% Add +50.9% 65,597 $292K
Creative Planning 0.00% Add +1.5% 64,364 $286K
CW Advisors, LLC 0.00% Reduce -54.8% 60,315 $268K
Aigen Investment Management, LP 0.05% New 58,931 $262K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -23.0% 54,458 $242K
Crossmark Global Holdings, Inc. 0.00% Add +2.5% 52,329 $233K
Northwest & Ethical Investments L.P. 0.01% Add +6.6% 50,251 $223K
GatePass Capital, LLC 0.24% — 49,000 $218K
Bfsg, LLC 0.03% Add +122.3% 48,530 $216K
Signaturefd, LLC 0.00% Add +18.4% 42,383 $189K
ADAR1 Capital Management, LLC 0.04% Reduce -50.0% 40,000 $178K
Johnson Investment Counsel Inc. 0.00% Add +66.7% 40,000 $178K
Shell Asset Management Co. 0.01% No change 40,000 $177K
Consolidated Portfolio Review Corp 0.03% No change 38,963 $173K
Phoenix Financial Ltd. 0.00% Reduce -4.6% 38,785 $173K
Diametric Capital, LP 0.11% Reduce -5.2% 37,923 $169K
CastleKnight Management LP 0.02% No change 37,000 $165K
Post Resch Tallon Group Inc. 0.14% — 31,000 $141K
Investment Management Corp of Ontario 0.00% Reduce -12.0% 29,947 $133K
Bank of Nova Scotia Trust Co. 0.01% Reduce -14.2% 28,350 $126K
Wolverine Trading, LLC 0.00% New 27,847 $125K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -35.3% 26,361 $117K
XTX Topco Ltd 0.01% Reduce -48.0% 26,110 $116K
Kingswood Wealth Advisors, LLC 0.01% New 23,855 $106K
Natural Investments, LLC 0.03% — 23,954 $106K
John G Ullman & Associates Inc. 0.02% Reduce -90.3% 23,000 $102K
Ingalls & Snyder LLC 0.00% Reduce -21.0% 22,150 $98K
Value Partners Investments Inc. 0.05% Reduce -38.8% 20,073 $89K
Amundi 0.00% Reduce -56.4% 19,823 $89K
Duncan Williams Asset Management, LLC 0.03% New 19,800 $88K
Triasima Portfolio Management inc. 0.02% Reduce -96.3% 19,700 $87K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -4.3% 18,410 $83K
Fiera Capital Corp 0.00% Add +3.8% 18,237 $81K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.0% 17,834 $79K
Integrity Alliance, Llc. 0.01% — 17,576 $78K
Quadrant Capital Group LLC 0.01% Add +40.5% 17,555 $78K
Belpointe Asset Management LLC 0.00% No change 14,435 $78K
Intrua Financial, LLC 0.01% Reduce -15.0% 17,141 $76K
Equitable Holdings, Inc. 0.00% Add +13.1% 17,065 $76K
Capstone Investment Advisors, LLC 0.00% Add +59.6% 17,060 $76K
Spire Wealth Management 0.00% Add +149.6% 17,000 $76K
Mariner, LLC 0.00% Reduce -31.5% 16,653 $74K
Private Advisor Group, LLC 0.00% Reduce -10.1% 15,974 $71K
Stephens Inc. 0.00% Reduce -11.8% 15,005 $67K
Southeast Asset Advisors, LLC 0.01% No change 15,000 $67K
Simplex Trading, LLC 0.00% Reduce -43.2% 14,508 $64K
Ballentine Partners, LLC 0.00% New 14,150 $63K
1832 Asset Management L.P. 0.00% Reduce -99.8% 14,130 $63K
Foundations Investment Advisors, LLC 0.00% Reduce -2.1% 13,468 $60K
Harvest Portfolios Group Inc. 0.00% No change 13,400 $59K
PFG Investments, LLC 0.00% Add +0.0% 13,229 $59K
Avantax Advisory Services, Inc. 0.00% New 12,952 $58K
Prelude Capital Management, LLC 0.00% Reduce -12.2% 12,821 $57K
Bank of New York Mellon Corp 0.00% Reduce -67.0% 12,736 $57K
SVB Wealth LLC 0.00% New 11,036 $49K
Davis-Rea LTD. 0.02% No change 10,929 $49K
Swiss Life Asset Management Ltd 0.00% New 10,659 $47K
Osaic Holdings, Inc. 0.00% Add +13.2% 9,861 $44K
Tacita Capital Inc 0.02% Reduce -22.9% 6,750 $30K
SBI Securities Co., Ltd. 0.00% — 5,271 $23K
Pacifica Partners Inc. 0.01% Reduce -17.9% 4,950 $22K
Central Pacific Bank - Trust Division 0.00% Reduce -50.0% 5,000 $22K
FMR LLC 0.00% Reduce -76.0% 3,163 $14K
Wilmington Savings Fund Society, FSB 0.00% Add +80.6% 3,029 $13K
Lindbrook Capital, LLC 0.00% Reduce -3.7% 2,736 $12K
Concourse Financial Group Securities, Inc. 0.00% No change 2,675 $12K
US Bancorp \de 0.00% Reduce -64.9% 2,631 $12K
Jones Financial Companies LLLP 0.00% Add +7.5% 2,577 $11K
Founders Capital Management 0.01% No change 2,000 $9K
Citadel Advisors 0.00% No change 1,917 $9K
North Star Investment Management Corp. 0.00% Add +100.0% 1,800 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -41.0% 1,538 $7K
Millstone Evans Group, LLC 0.00% — 1,530 $7K
Hilltop National Bank 0.00% Add +55.0% 1,500 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -88.6% 1,310 $6K
Cwm, LLC 0.00% Reduce -29.5% 1,175 $5K
Parallel Advisors, LLC 0.00% Reduce -68.6% 1,023 $5K
MAI Capital Management 0.00% New 1,015 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 800 $4K
Physician Wealth Advisors, Inc. 0.00% New 619 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 536 $2K
SWAN Capital LLC 0.00% New 511 $2K
SJS Investment Consulting Inc. 0.00% No change 400 $2K
Cornerstone Planning Group LLC 0.00% Add +334.9% 361 $2K
Salem Investment Counselors Inc. 0.00% New 290 $1K
Bell Investment Advisors, Inc 0.00% Reduce -38.6% 250 $1K
Brooklyn Investment Group 0.00% New 225 $1K
CVA Family Office, LLC 0.00% New 225 $1K
Valley National Advisers Inc. 0.00% No change 325 $1K
Transamerica Financial Advisors, LLC 0.00% No change 15 $1K
Rhumbline Advisers 0.00% No change 205 $912
Grayhawk Investment Strategies Inc. 0.00% New 202 $896
Sierra Ocean, LLC 0.00% — 187 $832
Hexagon Capital Partners LLC 0.00% Reduce -37.8% 122 $543
First Horizon Advisors, Inc. 0.00% No change 83 $369
Lanark Financial, Inc. 0.00% — 11 $49
Center for Financial Planning, Inc. 0.00% No change 2 $9
Bogart Wealth, LLC 0.00% No change 1 $4
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.