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
Man Group plc 0.00% New 121,995 $699K
HighTower Advisors, LLC 0.00% Reduce -6.8% 121,960 $699K
Alliancebernstein L.P. 0.00% No change 121,690 $697K
SIG North Trading, ULC 0.15% Reduce -18.7% 121,277 $695K
Russell Investments Group, Ltd. 0.00% Add +15.9% 120,708 $691K
Dynamic Technology Lab Private Ltd 0.09% New 119,519 $685K
Guardian Partners Inc. 0.06% Reduce -14.9% 108,521 $629K
DekaBank Deutsche Girozentrale 0.00% Reduce -5.0% 109,141 $616K
Millennium Management 0.00% New 106,264 $609K
Marshall Wace, LLP 0.00% Add +465.0% 106,046 $608K
Samalin Investment Counsel, LLC 0.23% Reduce -19.3% 106,017 $607K
Natixis Advisors, LLC 0.00% Reduce -14.1% 97,706 $560K
Wells Fargo & Company 0.00% Reduce -11.3% 96,659 $553K
Schonfeld Strategic Advisors LLC 0.00% Add +34.3% 95,261 $546K
Eagle Harbor Asset Management Inc. 0.51% Reduce -11.4% 92,086 $528K
Stifel Financial Corp. 0.00% Add +1.1% 87,568 $502K
Qube Research & Technologies Ltd 0.00% Reduce -21.3% 83,767 $480K
Raymond James Financial Inc. 0.00% Reduce -30.7% 83,572 $479K
AXA S.A. 0.00% New 80,677 $462K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.8% 76,803 $440K
Creative Planning 0.00% Reduce -3.3% 76,353 $438K
Guardian Capital LP 0.02% No change 76,301 $436K
Public Sector Pension Investment Board 0.00% Add +2.5% 74,271 $424K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% Reduce -17.6% 70,000 $401K
Formidable Asset Management, LLC 0.07% Reduce -8.3% 69,370 $397K
Deutsche Bank AG 0.00% Add +14.0% 68,038 $390K
John G Ullman & Associates Inc. 0.05% Add +30.2% 56,100 $321K
Jupiter Asset Management Ltd. 0.00% No change 56,249 $321K
CW Advisors, LLC 0.00% Add +3.1% 52,282 $300K
Crossmark Global Holdings, Inc. 0.00% No change 52,259 $299K
Bfsg, LLC 0.03% No change 49,610 $284K
Value Partners Investments Inc. 0.02% Add +26.4% 47,983 $274K
Investment Management Corp of Ontario 0.00% Reduce -5.1% 46,647 $267K
Signaturefd, LLC 0.00% Reduce -5.5% 45,891 $263K
XTX Topco Ltd 0.01% Reduce -50.7% 44,254 $254K
Chicago Partners Investment Group LLC 0.01% No change 38,834 $236K
Graham Capital Management, L.P. 0.01% Reduce -48.3% 41,124 $236K
Westerkirk Capital Inc. 0.03% — 40,200 $230K
HRT Financial LP 0.00% Reduce -10.4% 40,182 $230K
Johnson Investment Counsel Inc. 0.00% No change 40,000 $229K
Allspring Global Investments Holdings, LLC 0.00% Reduce -30.2% 39,100 $224K
LPL Financial LLC 0.00% Reduce -91.8% 38,446 $220K
Shell Asset Management Co. 0.01% Add +2.4% 38,500 $220K
CastleKnight Management LP 0.01% No change 37,000 $212K
Quadrature Capital Ltd 0.00% New 35,733 $205K
Phoenix Financial Ltd. 0.00% Reduce -6.8% 35,678 $204K
Mariner, LLC 0.00% Add +45.8% 32,646 $187K
Two Sigma Securities, LLC 0.02% New 31,423 $180K
AQR Capital Management 0.00% New 31,269 $179K
Post Resch Tallon Group Inc. 0.17% No change 31,000 $178K
Quadrant Capital Group LLC 0.01% Reduce -17.8% 29,123 $167K
Ingalls & Snyder LLC 0.01% Reduce -3.4% 27,400 $157K
Capstone Investment Advisors, LLC 0.00% New 26,369 $151K
Bank of Nova Scotia Trust Co. 0.01% No change 24,500 $140K
Natural Investments, LLC 0.04% No change 23,954 $137K
Ballentine Partners, LLC 0.00% Add +10.6% 23,484 $135K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 22,681 $129K
Infrastructure Capital Advisors, LLC 0.02% Reduce -89.5% 20,986 $120K
State of Wyoming 0.01% New 20,972 $120K
Terril Brothers, Inc. 0.04% New 20,325 $116K
Aigen Investment Management, LP 0.02% New 14,943 $116K
Vident Advisory, LLC 0.00% New 19,867 $114K
Swiss Life Asset Management Ltd 0.00% Add +71.4% 19,466 $111K
US Bancorp \de 0.00% Add +290.7% 19,093 $109K
Group One Trading LLC 0.00% Add +5555.9% 18,834 $108K
Savvy Advisors, Inc. 0.01% New 18,800 $108K
Avantax Advisory Services, Inc. 0.00% Add +36.1% 18,639 $107K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -27.6% 18,269 $104K
Moors & Cabot, Inc. 0.00% New 17,200 $99K
Equitable Holdings, Inc. 0.00% Add +0.0% 17,067 $98K
Spire Wealth Management 0.00% Reduce -5.5% 16,250 $93K
Evergreen Capital Management LLC 0.00% Reduce -13.0% 15,563 $90K
Kingswood Wealth Advisors, LLC 0.01% Reduce -29.9% 15,672 $90K
Amundi 0.00% Reduce -17.1% 15,109 $86K
Southeast Asset Advisors, LLC 0.01% No change 15,000 $86K
Envestnet Asset Management Inc. 0.00% New 14,834 $85K
Susquehanna International Group, LLP 0.00% Reduce -95.1% 14,479 $83K
Bank of New York Mellon Corp 0.00% Reduce -3.0% 14,359 $82K
Stephens Inc. 0.00% Reduce -6.7% 14,005 $80K
Private Advisor Group, LLC 0.00% Reduce -12.5% 13,974 $80K
Foundations Investment Advisors, LLC 0.00% Reduce -1.4% 13,302 $76K
A. D. Beadell Investment Counsel, Inc. 0.05% Reduce -62.6% 12,500 $71K
SG Americas Securities, LLC 0.00% Reduce -58.9% 12,268 $70K
First Affirmative Financial Network 0.03% New 11,465 $66K
Wedbush Securities Inc. 0.00% New 10,200 $58K
D. E. Shaw & Co. 0.00% Reduce -90.8% 10,105 $58K
Osaic Holdings, Inc. 0.00% Reduce -8.1% 7,658 $44K
Tacita Capital Inc 0.02% No change 6,750 $39K
Leonteq Securities AG 0.00% Reduce -62.6% 4,691 $37K
Caitong International Asset Management Co., Ltd 0.02% Reduce -1.8% 6,010 $34K
Central Pacific Bank - Trust Division 0.00% No change 5,000 $29K
Pacifica Partners Inc. 0.01% No change 4,950 $28K
SBI Securities Co., Ltd. 0.00% Reduce -24.8% 4,805 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.3% 4,577 $26K
Hilltop National Bank 0.01% — 4,000 $23K
FMR LLC 0.00% Add +27.5% 3,964 $23K
Smartleaf Asset Management LLC 0.00% New 3,779 $22K
Wilmington Savings Fund Society, FSB 0.00% No change 3,029 $17K
Lanark Financial, Inc. 0.00% Reduce -78.9% 2,595 $14K
Cwm, LLC 0.00% Add +12.8% 2,108 $12K
Founders Capital Management 0.01% No change 2,000 $11K
Blue Trust, Inc. 0.00% New 1,933 $11K
Global Retirement Partners, LLC 0.00% — 1,926 $11K
North Star Investment Management Corp. 0.00% No change 1,800 $10K
MAI Capital Management 0.00% Add +59.7% 1,621 $9K
Steward Partners Investment Advisory, LLC 0.00% Add +1.2% 1,580 $9K
Millstone Evans Group, LLC 0.01% No change 1,530 $9K
IFP Advisors, Inc 0.00% New 1,427 $8K
Parallel Advisors, LLC 0.00% Reduce -2.0% 1,402 $8K
Principal Securities, Inc. 0.00% New 1,039 $6K
Consultiva Wealth Management, Corp. 0.02% No change 1,000 $6K
Allworth Financial LP 0.00% Add +53.9% 822 $5K
WealthCollab, LLC 0.00% No change 719 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 714 $4K
Physician Wealth Advisors, Inc. 0.00% No change 619 $4K
Brooklyn Investment Group 0.00% No change 478 $3K
Cornerstone Planning Group LLC 0.00% Add +23.0% 444 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.8% 438 $3K
SJS Investment Consulting Inc. 0.00% No change 400 $2K
Bell Investment Advisors, Inc 0.00% No change 392 $2K
Strategic Wealth Partners, Ltd. 0.00% — 315 $2K
Salem Investment Counselors Inc. 0.00% No change 290 $2K
Jones Financial Companies LLLP 0.00% Reduce -53.8% 258 $1K
Assetmark, Inc. 0.00% New 252 $1K
Rhumbline Advisers 0.00% No change 205 $1K
Sagard Holdings Management Inc. 0.00% — 202 $1K
Sierra Ocean, LLC 0.00% No change 187 $1K
Valley National Advisers Inc. 0.00% No change 325 $1K
Elevation Point Wealth Partners, LLC 0.00% New 142 $814
Arax Advisory Partners 0.00% Add +86.7% 28 $235
Transamerica Financial Advisors, LLC 0.00% No change 15 $81
Center for Financial Planning, Inc. 0.00% No change 2 $12
Bogart Wealth, LLC 0.00% No change 1 $6
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.