Algonquin Power & UtilitiesAQN
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $131.0M |
| Exits | 21 | $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.