Algonquin Power & UtilitiesAQN

13F holders, Q1 2025 (March 31)
232holders +8
30new positions
21sold out
6famous investors
$5.14avg. 13F price*

At the end of Q1 2025, 232 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, up 8 from Q4 2024. 30 opened new positions and 21 sold out. The largest holders were Starboard Value ($341.5M), EdgePoint Investment Group Inc. ($216.9M) and FIL Ltd ($215.4M). 6 famous investors held it, including Jeff Smith (6.2% of Starboard Value's portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Mario Gabelli (0.2% of GAMCO Investors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$131.0M
Exits21$70.1M

All 13F filers, Q4 2024 → Q1 2025: 70,819,259 shares bought and 37,399,991 shares sold, net +33,419,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 232 holders

Starboard Value 6.22% Add +1.7% 66,433,000 $341.5M
EdgePoint Investment Group Inc. 1.76% Add +84.9% 42,223,594 $216.9M
FIL Ltd 0.20% Add +2.6% 41,950,934 $215.4M
Vanguard Group Inc. 0.00% Add +0.7% 31,715,401 $162.9M
Royal Bank of Canada 0.03% Add +8.8% 28,941,750 $148.8M
Bank of Montreal 0.05% Reduce -17.1% 17,403,570 $89.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.42% Add +0.7% 13,139,562 $67.5M
Goldman Sachs Group Inc. 0.01% Add +65.0% 12,205,756 $62.7M
Southpoint Capital Advisors LP 1.24% New 10,000,000 $51.4M
Bank of Nova Scotia 0.11% Add +1.4% 9,761,735 $50.1M
National Bank of Canada 0.05% Reduce -5.9% 9,084,742 $46.6M
Cibc World Market Inc. 0.09% Add +8.1% 7,728,972 $39.7M
Legal & General Group Plc 0.01% Add +0.2% 7,693,871 $39.5M
First Trust Advisors LP 0.03% Add +8.0% 7,448,451 $38.3M
Norges Bank 0.01% Reduce -0.3% 7,082,889 $36.4M
Ariel Investments 0.42% New 6,952,341 $35.7M
Federation des caisses Desjardins du Quebec 0.18% Reduce -14.3% 6,900,030 $35.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -16.3% 6,818,069 $35.1M
Arrowstreet Capital, Limited Partnership 0.03% Add +79.8% 6,708,991 $34.5M
Private Management Group Inc. 1.20% Add +10.8% 6,563,198 $33.7M
Toronto Dominion Bank 0.09% Reduce -18.4% 6,423,003 $33.0M
Dimensional Fund Advisors LP 0.01% Add +0.7% 5,823,079 $29.9M
Alberta Investment Management Corp 0.21% Add +12.7% 5,693,639 $29.3M
Corvex Management LP 1.13% Add +69.9% 5,683,855 $29.2M
Intact Investment Management Inc. 0.93% Reduce -0.9% 5,281,319 $27.1M
Packer & Co Ltd 7.05% New 4,513,113 $23.2M
Bank of America Corp. 0.00% Add +26.7% 4,193,311 $21.6M
BlackRock, Inc. 0.00% Reduce -31.4% 4,045,040 $20.8M
Invesco Ltd. 0.00% Add +15.1% 3,479,301 $17.9M
Callodine Capital Management, LP 2.97% Add +33.6% 3,475,000 $17.9M
GAMCO Investors 0.18% Add +12.0% 3,202,100 $16.5M
Morgan Stanley 0.00% Add +0.7% 2,915,305 $15.0M
Nuveen, LLC 0.00% — 2,584,316 $13.3M
UBS Group AG 0.00% Reduce -13.9% 2,564,630 $13.2M
Cidel Asset Management Inc. 0.85% Add +1.8% 2,539,346 $13.0M
Charles Schwab Investment Management Inc. 0.00% Add +1.7% 2,342,740 $12.0M
State Street Corp. 0.00% Reduce -2.0% 2,287,300 $11.9M
TD Asset Management Inc 0.01% Reduce -16.7% 2,271,258 $11.7M
Geode Capital Management, LLC 0.00% Add +21.5% 1,507,585 $10.0M
Krilogy Financial LLC 0.62% Add +14.8% 1,861,445 $9.6M
Renaissance Technologies 0.01% Add +36.6% 1,793,292 $9.2M
Scotia Capital Inc. 0.05% Reduce -7.6% 1,780,044 $9.1M
Citadel Advisors 0.01% Add +86214.0% 1,654,640 $8.5M
Swiss National Bank 0.01% Reduce -1.4% 1,420,900 $7.3M
Gabelli Funds LLC 0.06% Reduce -7.4% 1,405,500 $7.2M
Manning & Napier Advisors LLC 0.09% Add +10.0% 1,375,000 $7.1M
LM Asset Management Inc. 7.18% Reduce -28.4% 1,360,000 $7.0M
Public Employees Retirement System of Ohio 0.02% Add +367.6% 1,292,186 $6.6M
TD Waterhouse Canada Inc. 0.05% Add +9.8% 1,262,629 $6.4M
Mufg Securities (canada), LTD. 0.21% Reduce -0.1% 1,170,842 $6.0M
Balyasny Asset Management L.P. 0.02% New 1,167,634 $6.0M
PDT Partners, LLC 0.41% Add +62.3% 1,118,379 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -16.0% 1,077,032 $5.5M
Point72 Europe (London) LLP 0.34% New 967,000 $5.0M
CIBC Asset Management Inc 0.02% Add +1.0% 944,096 $4.9M
Keeley-Teton Advisors, LLC 0.58% Reduce -0.5% 930,945 $4.8M
Quantbot Technologies LP 0.14% Add +18.4% 862,033 $4.4M
Anson Funds Management LP 0.79% Reduce -25.0% 637,500 $3.3M
Two Sigma Investments, LP 0.01% Reduce -61.4% 622,900 $3.2M
Barclays PLC 0.00% Reduce -8.9% 594,068 $3.1M
Franklin Resources Inc. 0.00% Reduce -3.9% 587,482 $3.0M
Beutel, Goodman & Co Ltd. 0.02% New 556,495 $2.9M
HSBC Holdings PLC 0.00% Add +20.8% 554,396 $2.8M
Mackenzie Financial Corp. 0.00% Add +5.6% 544,081 $2.8M
Northern Trust Corp. 0.00% Add +97.2% 507,798 $2.6M
Two Sigma Advisers, LP 0.01% Reduce -81.8% 494,200 $2.5M
Macquarie Group Ltd. 0.00% New 327,283 $2.4M
LPL Financial LLC 0.00% Reduce -6.5% 468,731 $2.4M
Citigroup Inc. 0.00% Reduce -12.3% 463,221 $2.4M
Alpha Omega Wealth Management LLC 0.44% Add +18.5% 444,600 $2.3M
Quinn Opportunity Partners LLC 0.16% No change 430,000 $2.2M
Trexquant Investment LP 0.03% Add +11.9% 425,816 $2.2M
Rock Point Advisors, LLC 0.67% Reduce -35.9% 423,710 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -4.8% 410,567 $2.1M
Euro Pacific Asset Management, LLC 0.33% Add +0.0% 354,793 $1.8M
Caption Management, LLC 0.08% New 337,500 $1.7M
Credit Agricole S A 0.01% Add +5.7% 301,548 $1.5M
ARS Investment Partners, LLC 0.14% No change 343,619 $1.5M
Susquehanna International Group, LLP 0.00% Add +31.7% 294,746 $1.5M
Onex Canada Asset Management Inc. 0.19% Reduce -25.4% 289,473 $1.5M
CWA Asset Management Group, LLC 0.07% Add +40.4% 285,680 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Add +161.7% 277,069 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +3.1% 244,778 $1.3M
JPMorgan Chase & Co. 0.00% Add +10.0% 238,268 $1.2M
Van Eck Associates Corp. 0.00% Add +4.2% 230,692 $1.2M
American Century Companies Inc. 0.00% Add +4.3% 221,931 $1.1M
Aquatic Capital Management LLC 0.03% Reduce -41.1% 216,764 $1.1M
Nebula Research & Development LLC 0.10% Add +27.1% 205,386 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.5% 200,015 $1.0M
Infrastructure Capital Advisors, LLC 0.18% Reduce -84.8% 199,783 $1.0M
CenterBook Partners LP 0.06% Reduce -47.3% 187,061 $961K
Advisors Asset Management, Inc. 0.02% Reduce -0.2% 171,496 $881K
Natixis 0.01% Reduce -93.6% 163,264 $840K
Cetera Investment Advisers 0.00% Add +21.9% 156,975 $806K
Squarepoint Ops LLC 0.00% Add +106.4% 150,736 $775K
SIG North Trading, ULC 0.16% Add +7.9% 149,214 $767K
Pictet Asset Management Holding SA 0.00% Add +2.4% 141,278 $725K
Samalin Investment Counsel, LLC 0.27% Add +32.3% 131,345 $675K
HighTower Advisors, LLC 0.00% Reduce -3.7% 130,916 $673K
Credit Industriel Et Commercial 0.15% No change 130,000 $669K
Maven Securities LTD 0.15% Add +29.7% 129,697 $667K
Guardian Partners Inc. 0.07% Reduce -13.0% 127,496 $646K
Alliancebernstein L.P. 0.00% No change 121,690 $625K
Raymond James Financial Inc. 0.00% Reduce -45.8% 120,643 $620K
Natixis Advisors, LLC 0.00% Add +7.9% 113,745 $585K
Hennessy Advisors Inc. 0.02% Reduce -4.7% 113,664 $584K
DekaBank Deutsche Girozentrale 0.00% Add +5.2% 114,834 $583K
D. E. Shaw & Co. 0.00% Reduce -88.9% 110,300 $567K
Wells Fargo & Company 0.00% Reduce -11.2% 108,918 $560K
Qube Research & Technologies Ltd 0.00% Reduce -11.6% 106,367 $546K
Russell Investments Group, Ltd. 0.00% Add +25.9% 104,156 $535K
Jane Street Group, LLC 0.00% Reduce -67.5% 104,107 $535K
Eagle Harbor Asset Management Inc. 0.54% Reduce -4.5% 103,916 $534K
Centiva Capital, LP 0.03% Reduce -75.0% 100,000 $514K
Jain Global LLC 0.01% New 90,151 $463K
XTX Topco Ltd 0.02% Add +243.5% 89,694 $461K
Stifel Financial Corp. 0.00% Add +8.4% 86,640 $445K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.07% Reduce -71.9% 85,000 $437K
Graham Capital Management, L.P. 0.02% Reduce -1.5% 79,599 $409K
Creative Planning 0.00% Add +22.7% 78,946 $406K
Guardian Capital LP 0.02% Reduce -8.8% 76,301 $392K
Formidable Asset Management, LLC 0.07% Reduce -7.4% 75,653 $389K
Tidal Investments LLC 0.00% Reduce -7.5% 73,334 $377K
Public Sector Pension Investment Board 0.00% No change 72,471 $372K
Schonfeld Strategic Advisors LLC 0.00% New 70,928 $365K
Vanguard Personalized Indexing Management, LLC 0.01% Add +26.1% 68,700 $353K
Northwest & Ethical Investments L.P. 0.01% Add +23.5% 62,061 $319K
Deutsche Bank AG 0.00% Reduce -9.0% 59,682 $307K
Jupiter Asset Management Ltd. 0.00% New 56,249 $289K
Allspring Global Investments Holdings, LLC 0.00% New 56,000 $288K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.1% 52,259 $269K
CW Advisors, LLC 0.00% Reduce -15.9% 50,725 $261K
Bfsg, LLC 0.03% Add +2.2% 49,610 $255K
Investment Management Corp of Ontario 0.01% Add +64.1% 49,147 $253K
Signaturefd, LLC 0.00% Add +14.6% 48,586 $250K
HRT Financial LP 0.00% New 44,830 $230K
John G Ullman & Associates Inc. 0.03% Add +87.4% 43,100 $222K
Chicago Partners Investment Group LLC 0.01% New 38,834 $212K
Johnson Investment Counsel Inc. 0.00% No change 40,000 $206K
Consolidated Portfolio Review Corp 0.03% No change 38,963 $200K
Phoenix Financial Ltd. 0.00% Reduce -1.4% 38,259 $198K
Value Partners Investments Inc. 0.02% Add +89.1% 37,963 $195K
Shell Asset Management Co. 0.01% Reduce -6.0% 37,600 $193K
CastleKnight Management LP 0.02% No change 37,000 $190K
Quadrant Capital Group LLC 0.01% Add +101.9% 35,443 $182K
Tower Research Capital LLC (TRC) 0.01% Add +87.1% 33,361 $171K
A. D. Beadell Investment Counsel, Inc. 0.14% Reduce -62.2% 33,400 $171K
Post Resch Tallon Group Inc. 0.16% No change 31,000 $158K
SG Americas Securities, LLC 0.00% New 29,840 $153K
Ingalls & Snyder LLC 0.00% Add +28.0% 28,350 $146K
Simplex Trading, LLC 0.00% Add +75.1% 25,408 $130K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.3% 25,232 $130K
Bank of Nova Scotia Trust Co. 0.01% Reduce -13.6% 24,500 $126K
Virtu Financial LLC 0.01% New 24,334 $125K
Natural Investments, LLC 0.03% No change 23,954 $123K
Mariner, LLC 0.00% Add +34.5% 22,390 $115K
Kingswood Wealth Advisors, LLC 0.01% Reduce -6.2% 22,367 $115K
Ballentine Partners, LLC 0.00% Add +50.1% 21,242 $109K
ADAR1 Capital Management, LLC 0.02% Reduce -50.0% 20,000 $103K
Duncan Williams Asset Management, LLC 0.04% No change 19,800 $102K
Prelude Capital Management, LLC 0.01% Add +49.5% 19,171 $99K
Marshall Wace, LLP 0.00% New 18,770 $96K
Evergreen Capital Management LLC 0.00% New 17,897 $93K
Amundi 0.00% Reduce -8.0% 18,232 $93K
Leonteq Securities AG 0.01% New 12,543 $93K
Spire Wealth Management 0.00% Add +1.2% 17,200 $88K
Equitable Holdings, Inc. 0.00% Add +0.0% 17,066 $88K
Private Advisor Group, LLC 0.00% No change 15,974 $82K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -14.3% 15,770 $81K
Integrity Alliance, Llc. 0.00% Reduce -11.3% 15,590 $80K
Stephens Inc. 0.00% No change 15,005 $77K
Southeast Asset Advisors, LLC 0.01% No change 15,000 $77K
Bank of New York Mellon Corp 0.00% Add +16.3% 14,809 $76K
Intrua Financial, LLC 0.01% Reduce -15.5% 14,482 $74K
Fiera Capital Corp 0.00% Reduce -24.3% 13,809 $71K
Avantax Advisory Services, Inc. 0.00% Add +5.8% 13,699 $70K
Foundations Investment Advisors, LLC 0.00% Add +0.1% 13,486 $69K
Harvest Portfolios Group Inc. 0.00% No change 13,400 $69K
PFG Investments, LLC 0.00% Reduce -1.6% 13,020 $67K
Davis-Rea LTD. 0.02% Add +12.2% 12,264 $64K
Lanark Financial, Inc. 0.01% — 12,298 $63K
Oakwell Private Wealth Management, LLC 0.02% New 12,250 $63K
Sowell Financial Services LLC 0.00% New 11,413 $59K
Swiss Life Asset Management Ltd 0.00% Add +6.5% 11,355 $58K
Optiver Holding B.V. 0.00% New 10,870 $56K
Atria Wealth Solutions, Inc. 0.00% New 10,000 $51K
Osaic Holdings, Inc. 0.00% Reduce -15.5% 8,336 $43K
Tacita Capital Inc 0.03% No change 6,750 $35K
SBI Securities Co., Ltd. 0.00% Add +21.1% 6,385 $33K
Caitong International Asset Management Co., Ltd 0.02% New 6,119 $31K
Central Pacific Bank - Trust Division 0.00% No change 5,000 $26K
Pacifica Partners Inc. 0.01% No change 4,950 $25K
US Bancorp \de 0.00% Add +85.8% 4,887 $25K
Wealth Preservation Advisors, LLC 0.01% — 3,638 $19K
Lindbrook Capital, LLC 0.00% Add +19.7% 3,275 $17K
FMR LLC 0.00% Reduce -1.7% 3,109 $16K
Wilmington Savings Fund Society, FSB 0.00% No change 3,029 $16K
Founders Capital Management 0.01% No change 2,000 $10K
Cwm, LLC 0.00% Add +59.0% 1,868 $10K
North Star Investment Management Corp. 0.00% No change 1,800 $9K
Steward Partners Investment Advisory, LLC 0.00% Add +1.5% 1,561 $8K
Millstone Evans Group, LLC 0.01% No change 1,530 $8K
Consultiva Wealth Management, Corp. 0.03% New 1,000 $7K
Parallel Advisors, LLC 0.00% Add +39.8% 1,430 $7K
MAI Capital Management 0.00% No change 1,015 $5K
WealthCollab, LLC 0.00% New 719 $4K
Physician Wealth Advisors, Inc. 0.00% No change 619 $3K
Jones Financial Companies LLLP 0.00% Reduce -78.3% 558 $3K
Allworth Financial LP 0.00% New 534 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +1.3% 543 $3K
SVB Wealth LLC 0.00% Reduce -95.5% 496 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -63.4% 480 $2K
Brooklyn Investment Group 0.00% Add +112.4% 478 $2K
SJS Investment Consulting Inc. 0.00% No change 400 $2K
Bell Investment Advisors, Inc 0.00% Add +56.8% 392 $2K
Cornerstone Planning Group LLC 0.00% No change 361 $2K
Group One Trading LLC 0.00% New 333 $2K
Salem Investment Counselors Inc. 0.00% No change 290 $2K
CVA Family Office, LLC 0.00% No change 225 $1K
Hexagon Capital Partners LLC 0.00% Add +77.0% 216 $1K
Rhumbline Advisers 0.00% No change 205 $1K
Grayhawk Investment Strategies Inc. 0.00% No change 202 $1K
Valley National Advisers Inc. 0.00% No change 325 $1K
Transamerica Financial Advisors, LLC 0.00% No change 15 $1K
Sierra Ocean, LLC 0.00% No change 187 $961
Coldstream Capital Management Inc. 0.00% New 175 $900
First Horizon Advisors, Inc. 0.00% Add +1.2% 84 $433
Northwestern Mutual Wealth Management Co. 0.00% Reduce -97.1% 23 $118
Arax Advisory Partners 0.00% New 15 $78
Center for Financial Planning, Inc. 0.00% No change 2 $11
Bogart Wealth, LLC 0.00% No change 1 $5
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.