Algonquin Power & UtilitiesAQN

13F holders, Q2 2025 (June 30)
234holders +2
35new positions
34sold out
8famous investors
$5.73avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions35$79.5M
Exits34$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.

Show all 234 holders