Algonquin Power & UtilitiesAQN
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 234 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, up 2 from Q1 2025. 35 opened new positions and 34 sold out. The largest holders were Starboard Value ($363.8M), EdgePoint Investment Group Inc. ($324.9M) and Vanguard Group Inc. ($186.8M). 8 famous investors held it, including Jeff Smith (6.3% of Starboard Value's portfolio), John W. Rogers Jr. (0.9% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $79.5M |
| Exits | 34 | $79.4M |
All 13F filers, Q1 2025 → Q2 2025: 65,763,977 shares bought and 48,275,464 shares sold, net +17,488,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Starboard Value | 6.31% | Reduce -4.4% | 63,489,420 | $363.8M |
| EdgePoint Investment Group Inc. | 2.46% | Add +34.4% | 56,764,441 | $324.9M |
| Vanguard Group Inc. | 0.00% | Add +3.0% | 32,658,546 | $186.8M |
| FIL Ltd | 0.14% | Reduce -32.0% | 28,538,005 | $163.3M |
| Royal Bank of Canada | 0.03% | Reduce -4.8% | 27,549,416 | $157.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +75.9% | 21,475,168 | $123.1M |
| Bank of Montreal | 0.05% | Reduce -2.5% | 16,962,431 | $97.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.44% | Reduce -0.1% | 13,128,719 | $75.2M |
| Ariel Investments | 0.85% | Add +88.6% | 13,112,831 | $75.1M |
| Bank of Nova Scotia | 0.12% | Add +4.6% | 10,207,442 | $58.4M |
| National Bank of Canada | 0.06% | Add +8.8% | 9,886,425 | $56.5M |
| Norges Bank | 0.01% | Add +26.7% | 8,974,039 | $51.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +18.3% | 7,936,743 | $45.4M |
| Legal & General Group Plc | 0.01% | Add +0.5% | 7,732,777 | $44.1M |
| Cibc World Market Inc. | 0.10% | Reduce -2.8% | 7,515,387 | $43.0M |
| First Trust Advisors LP | 0.03% | Add +0.6% | 7,491,236 | $42.9M |
| Private Management Group Inc. | 1.22% | Reduce -0.3% | 6,541,680 | $37.5M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -5.2% | 6,543,844 | $37.2M |
| Corvex Management LP | 1.50% | Add +8.8% | 6,183,855 | $35.4M |
| Bank of America Corp. | 0.00% | Add +44.0% | 6,038,208 | $34.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.5% | 5,970,306 | $34.2M |
| Toronto Dominion Bank | 0.07% | Reduce -11.3% | 5,695,997 | $32.6M |
| Callodine Capital Management, LP | 2.87% | Add +39.3% | 4,840,969 | $27.7M |
| Morgan Stanley | 0.00% | Add +59.7% | 4,656,086 | $26.7M |
| Intact Investment Management Inc. | 0.89% | Reduce -12.5% | 4,622,619 | $26.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -35.8% | 4,374,938 | $25.0M |
| Yaupon Capital Management LP | 1.65% | New | 4,307,038 | $24.7M |
| UBS Group AG | 0.00% | Add +59.9% | 4,099,752 | $23.5M |
| Renaissance Technologies | 0.03% | Add +120.3% | 3,951,021 | $22.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.7% | 3,856,691 | $22.1M |
| GAMCO Investors | 0.18% | Add +0.2% | 3,209,879 | $18.4M |
| Alberta Investment Management Corp | 0.15% | Reduce -44.2% | 3,176,800 | $18.2M |
| Cidel Asset Management Inc. | 1.09% | Add +25.2% | 3,178,346 | $18.1M |
| Invesco Ltd. | 0.00% | Reduce -11.4% | 3,083,868 | $17.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.7% | 2,383,082 | $13.6M |
| TD Asset Management Inc | 0.01% | Add +4.7% | 2,377,966 | $13.6M |
| State Street Corp. | 0.00% | Add +1.6% | 2,324,700 | $13.5M |
| Centiva Capital, LP | 0.87% | Add +2200.0% | 2,300,000 | $13.2M |
| RWC Asset Management LLP | 0.84% | New | 2,273,491 | $13.0M |
| Gabelli Funds LLC | 0.09% | Add +53.4% | 2,156,643 | $12.4M |
| Public Employees Retirement System of Ohio | 0.04% | Add +59.9% | 2,066,247 | $11.8M |
| Geode Capital Management, LLC | 0.00% | Add +7.0% | 1,613,145 | $11.4M |
| Jump Financial, LLC | 0.14% | New | 1,948,800 | $11.2M |
| Krilogy Financial LLC | 0.58% | Reduce -5.4% | 1,761,445 | $10.1M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 1,402,900 | $8.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 1,392,900 | $8.0M |
| Manning & Napier Advisors LLC | 0.09% | No change | 1,375,000 | $7.9M |
| Mufg Securities (canada), LTD. | 0.23% | Add +11.2% | 1,301,544 | $7.4M |
| TD Waterhouse Canada Inc. | 0.05% | Add +0.5% | 1,269,433 | $7.3M |
| PDT Partners, LLC | 0.36% | Reduce 0.0% | 1,118,373 | $6.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -14.2% | 1,002,323 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.7% | 939,834 | $5.4M |
| Northwest & Ethical Investments L.P. | 0.13% | Add +1331.3% | 888,264 | $5.1M |
| Scotia Capital Inc. | 0.02% | Reduce -50.6% | 878,597 | $5.0M |
| Kayne Anderson Capital Advisors LP | 0.11% | New | 803,975 | $4.6M |
| Picton Mahoney Asset Management | 0.06% | New | 793,300 | $4.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -23.0% | 727,131 | $4.2M |
| ARS Investment Partners, LLC | 0.30% | Add +106.2% | 708,610 | $4.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 700,000 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +17.1% | 687,680 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +23.1% | 682,268 | $3.9M |
| Barclays PLC | 0.00% | Add +6.0% | 629,957 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -1.6% | 612,900 | $3.5M |
| Mackenzie Financial Corp. | 0.00% | Add +9.3% | 594,648 | $3.4M |
| Nuveen, LLC | 0.00% | Reduce -78.7% | 549,708 | $3.1M |
| Northern Trust Corp. | 0.00% | Add +5.5% | 535,846 | $3.1M |
| Macquarie Group Ltd. | 0.00% | Add +20.1% | 392,958 | $3.1M |
| Beutel, Goodman & Co Ltd. | 0.02% | Reduce -10.7% | 497,045 | $2.8M |
| Citigroup Inc. | 0.00% | Add +4.9% | 486,082 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 458,365 | $2.6M |
| Quinn Opportunity Partners LLC | 0.21% | No change | 430,000 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +46.7% | 406,516 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -7.7% | 379,111 | $2.2M |
| CWA Asset Management Group, LLC | 0.09% | Add +30.0% | 371,368 | $2.1M |
| Euro Pacific Asset Management, LLC | 0.33% | Reduce -0.0% | 354,648 | $2.0M |
| Anson Funds Management LP | 0.32% | Reduce -52.9% | 300,000 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 252,235 | $1.4M |
| Van Eck Associates Corp. | 0.00% | Add +9.2% | 251,878 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | New | 246,400 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +8.4% | 240,683 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 236,305 | $1.4M |
| Nebula Research & Development LLC | 0.11% | Add +14.6% | 235,283 | $1.3M |
| Trexquant Investment LP | 0.01% | Reduce -46.7% | 227,038 | $1.3M |
| Quantbot Technologies LP | 0.03% | Reduce -74.0% | 224,200 | $1.3M |
| Gotham Asset Management | 0.01% | New | 220,658 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +197.5% | 218,189 | $1.3M |
| Alpha Omega Wealth Management LLC | 0.22% | Reduce -52.1% | 213,133 | $1.2M |
| DKRT Investments Corp. | 0.28% | — | 200,000 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 200,015 | $1.1M |
| Aquatic Capital Management LLC | 0.02% | Reduce -11.4% | 192,088 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +74.7% | 181,895 | $1.0M |
| Hennessy Advisors Inc. | 0.03% | Add +46.1% | 166,064 | $952K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -10.6% | 153,317 | $879K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 153,499 | $876K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.5% | 150,445 | $859K |
| Natixis | 0.00% | Reduce -12.6% | 142,776 | $815K |
| Two Sigma Advisers, LP | 0.00% | Reduce -71.3% | 142,100 | $814K |
| Onex Canada Asset Management Inc. | 0.09% | Reduce -53.8% | 133,834 | $765K |
| Squarepoint Ops LLC | 0.00% | Reduce -13.0% | 131,096 | $751K |
| Credit Industriel Et Commercial | 0.16% | No change | 130,000 | $745K |
"% of holder's portfolio" is AQN's weight in each manager's 13F, not the share of Algonquin Power & Utilities the manager owns.