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 |
| 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.