Algonquin Power & UtilitiesAQN

13F holders, Q3 2025 (September 30)
244holders +10
32new positions
21sold out
10famous investors
$5.38avg. 13F price*

At the end of Q3 2025, 244 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, up 10 from Q2 2025. 32 opened new positions and 21 sold out. The largest holders were Starboard Value ($340.9M), EdgePoint Investment Group Inc. ($331.3M) and FIL Ltd ($268.3M). 10 famous investors held it, including Jeff Smith (6.4% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$79.1M
Exits21$32.3M

All 13F filers, Q2 2025 → Q3 2025: 71,883,327 shares bought and 34,041,581 shares sold, net +37,841,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

Starboard Value 6.42% No change 63,489,420 $340.9M
EdgePoint Investment Group Inc. 2.47% Add +8.6% 61,652,676 $331.3M
FIL Ltd 0.21% Add +74.9% 49,923,003 $268.3M
Vanguard Group Inc. 0.00% Add +3.3% 33,744,586 $181.4M
Royal Bank of Canada 0.03% Add +6.6% 29,379,268 $157.8M
Bank of Montreal 0.04% Reduce -0.8% 16,830,890 $90.4M
Ariel Investments 0.94% Add +24.6% 16,345,606 $87.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.40% Reduce -0.1% 13,115,250 $70.5M
Bank of Nova Scotia 0.10% Reduce -0.4% 10,169,946 $54.7M
National Bank of Canada 0.06% Add +0.3% 9,911,552 $53.2M
Goldman Sachs Group Inc. 0.01% Reduce -54.0% 9,878,875 $53.0M
Legal & General Group Plc 0.01% Reduce -1.1% 7,643,986 $41.1M
Dimensional Fund Advisors LP 0.01% Add +22.4% 7,306,376 $39.2M
First Trust Advisors LP 0.03% Reduce -9.6% 6,770,703 $36.4M
Toronto Dominion Bank 0.07% Add +16.6% 6,639,684 $35.7M
Private Management Group Inc. 1.04% Reduce -0.6% 6,504,282 $34.9M
Cibc World Market Inc. 0.07% Reduce -13.9% 6,471,707 $34.8M
Federation des caisses Desjardins du Quebec 0.13% Reduce -2.8% 6,360,264 $34.1M
Corvex Management LP 1.19% No change 6,183,855 $33.2M
Yaupon Capital Management LP 1.63% Add +36.7% 5,888,508 $31.6M
Callodine Capital Management, LP 2.65% Add +15.3% 5,581,841 $30.0M
Manufacturers Life Insurance Company, The 0.02% Add +22.2% 5,345,958 $28.7M
Intact Investment Management Inc. 0.76% Add +0.6% 4,652,119 $25.0M
Packer & Co Ltd 6.70% — 4,513,113 $24.2M
BlackRock, Inc. 0.00% Add +16.8% 4,505,866 $24.2M
Citadel Advisors 0.02% New 4,445,126 $23.9M
Neuberger Berman Group LLC 0.02% New 4,179,236 $22.4M
Morgan Stanley 0.00% Reduce -11.2% 4,135,101 $22.2M
Bank of America Corp. 0.00% Reduce -31.7% 4,122,048 $22.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -53.2% 3,717,429 $20.0M
D. E. Shaw & Co. 0.02% Add +34575.4% 3,503,952 $18.8M
Jane Street Group, LLC 0.02% Add +1781.0% 3,421,412 $18.4M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +138.8% 3,326,407 $17.9M
Cidel Asset Management Inc. 1.00% Add +2.4% 3,253,612 $17.5M
RWC Asset Management LLP 0.92% Add +34.0% 3,045,320 $16.4M
Invesco Ltd. 0.00% Reduce -1.4% 3,039,931 $16.3M
GAMCO Investors 0.16% Reduce -5.6% 3,029,885 $16.3M
UBS Group AG 0.00% Reduce -27.8% 2,961,320 $15.9M
Public Employees Retirement System of Ohio 0.05% Add +39.3% 2,878,438 $15.5M
Charles Schwab Investment Management Inc. 0.00% Add +14.1% 2,720,027 $14.6M
Alberta Investment Management Corp 0.11% Reduce -19.6% 2,553,200 $13.7M
TD Asset Management Inc 0.01% Reduce -2.1% 2,327,185 $12.5M
State Street Corp. 0.00% Reduce -5.0% 2,207,500 $12.0M
Geode Capital Management, LLC 0.00% Add +9.7% 1,769,144 $11.8M
Gabelli Funds LLC 0.08% Add +0.0% 2,157,122 $11.6M
Renaissance Technologies 0.02% Reduce -46.0% 2,135,192 $11.5M
Krilogy Financial LLC 0.36% Reduce -2.0% 1,726,565 $9.7M
Cubist Systematic Strategies, LLC 0.13% New 1,719,208 $9.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +6965.0% 1,602,403 $8.6M
Swiss National Bank 0.00% Add +1.7% 1,426,400 $7.7M
TD Waterhouse Canada Inc. 0.05% Add +3.4% 1,313,132 $7.5M
Manning & Napier Advisors LLC 0.09% No change 1,375,000 $7.4M
Picton Mahoney Asset Management 0.08% Add +51.2% 1,199,417 $6.4M
Northwest & Ethical Investments L.P. 0.15% Add +31.8% 1,170,542 $6.3M
Mufg Securities (canada), LTD. 0.17% Reduce -11.2% 1,156,483 $6.2M
Anson Funds Management LP 0.68% Add +266.7% 1,100,000 $5.9M
Man Group plc 0.01% Add +778.3% 1,071,438 $5.8M
Qube Research & Technologies Ltd 0.01% Add +1123.5% 1,024,920 $5.5M
PDT Partners, LLC 0.34% Reduce -9.8% 1,008,260 $5.4M
Greenland Capital Management LP 0.80% New 927,280 $5.0M
Zimmer Partners, LP 0.11% New 800,000 $4.3M
Scotia Capital Inc. 0.02% Reduce -10.4% 787,605 $4.2M
Kayne Anderson Capital Advisors LP 0.09% Reduce -3.0% 780,103 $4.2M
HSBC Holdings PLC 0.00% Add +9.5% 746,873 $4.0M
CIBC Asset Management Inc 0.01% Reduce -7.6% 671,758 $3.6M
ARS Investment Partners, LLC 0.24% Reduce -6.0% 666,170 $3.6M
Balyasny Asset Management L.P. 0.01% Reduce -36.0% 641,947 $3.4M
Mackenzie Financial Corp. 0.00% Add +6.0% 630,083 $3.4M
Gotham Asset Management 0.01% Add +164.6% 583,741 $3.1M
AXA Investment Managers S.A. 0.01% — 578,910 $3.1M
Nuveen, LLC 0.00% No change 549,708 $3.0M
Northern Trust Corp. 0.00% Reduce -0.7% 532,031 $2.9M
Jump Financial, LLC 0.04% Reduce -73.4% 518,056 $2.8M
CANADA LIFE ASSURANCE Co 0.00% Add +24.6% 506,514 $2.7M
Two Sigma Investments, LP 0.00% Reduce -18.2% 501,600 $2.7M
Trexquant Investment LP 0.03% Add +117.5% 493,840 $2.7M
Aquatic Capital Management LLC 0.05% Add +142.1% 465,014 $2.5M
Barclays PLC 0.00% Reduce -27.2% 458,482 $2.5M
Beutel, Goodman & Co Ltd. 0.01% Reduce -10.0% 447,345 $2.4M
Quinn Opportunity Partners LLC 0.17% No change 430,000 $2.3M
CWA Asset Management Group, LLC 0.08% Add +14.1% 423,753 $2.3M
Citigroup Inc. 0.00% Reduce -14.7% 414,463 $2.2M
Credit Agricole S A 0.01% — 413,683 $2.2M
Quantbot Technologies LP 0.06% Add +77.7% 398,318 $2.1M
Euro Pacific Asset Management, LLC 0.23% Add +0.0% 354,653 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -11.6% 335,111 $1.8M
Lazard Asset Management LLC 0.00% New 335,141 $1.8M
Point72 Asset Management 0.00% New 283,721 $1.5M
Jain Global LLC 0.02% New 272,865 $1.5M
Magnetar Financial LLC 0.01% New 271,852 $1.5M
JPMorgan Chase & Co. 0.00% Add +14.8% 271,344 $1.5M
Van Eck Associates Corp. 0.00% Add +7.0% 269,571 $1.4M
Blackstone Inc. 0.01% New 249,085 $1.3M
American Century Companies Inc. 0.00% Reduce -0.5% 239,580 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -8.0% 232,134 $1.2M
Aigen Investment Management, LP 0.18% Add +952.2% 157,233 $1.2M
Dynamic Technology Lab Private Ltd 0.20% Add +82.7% 218,414 $1.2M
Cetera Investment Advisers 0.00% Add +41.0% 216,359 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 200,015 $1.1M
DKRT Investments Corp. 0.26% No change 200,000 $1.1M
Triasima Portfolio Management inc. 0.16% New 198,965 $1.1M
XTX Topco Ltd 0.05% Add +325.1% 188,126 $1.0M
Tidal Investments LLC 0.00% Reduce -15.8% 183,704 $986K
Horizon Investments, LLC 0.01% New 182,690 $981K
Susquehanna Advisors Group, Inc. 0.04% New 177,400 $953K
Quadrature Capital Ltd 0.01% Add +383.0% 172,600 $926K
Schonfeld Strategic Advisors LLC 0.01% Add +74.7% 166,370 $893K
Engineers Gate Manager LP 0.01% New 160,905 $864K
Russell Investments Group, Ltd. 0.00% Add +31.9% 159,158 $855K
Squarepoint Ops LLC 0.00% Add +20.1% 157,430 $845K
Millennium Management 0.00% Add +41.5% 150,309 $807K
Hennessy Advisors Inc. 0.03% Reduce -12.7% 145,064 $779K
Advisors Asset Management, Inc. 0.01% Reduce -7.2% 142,244 $764K
Natixis 0.00% No change 142,776 $763K
SIG North Trading, ULC 0.11% Add +10.0% 133,363 $716K
Pictet Asset Management Holding SA 0.00% Reduce -12.4% 131,767 $708K
Credit Industriel Et Commercial 0.16% No change 130,000 $698K
111 Capital 0.12% New 113,536 $610K
Simplex Trading, LLC 0.01% New 112,633 $604K
Samalin Investment Counsel, LLC 0.21% Add +5.3% 111,613 $599K
Guardian Partners Inc. 0.05% Reduce -4.8% 103,276 $592K
DekaBank Deutsche Girozentrale 0.00% No change 109,141 $584K
Graham Capital Management, L.P. 0.03% Add +160.1% 106,955 $574K
Alliancebernstein L.P. 0.00% Reduce -12.9% 106,021 $569K
Susquehanna International Group, LLP 0.00% Add +622.0% 104,539 $561K
Raymond James Financial Inc. 0.00% Add +22.8% 102,642 $551K
HighTower Advisors, LLC 0.00% Reduce -15.9% 102,505 $550K
HRT Financial LP 0.00% Add +150.5% 100,642 $540K
Natixis Advisors, LLC 0.00% Reduce -2.2% 95,593 $513K
Stifel Financial Corp. 0.00% Add +1.3% 88,718 $476K
Vanguard Personalized Indexing Management, LLC 0.00% Add +6.3% 81,643 $438K
Public Sector Pension Investment Board 0.00% Add +8.7% 80,729 $434K
Deutsche Bank AG 0.00% Add +15.4% 78,507 $422K
Creative Planning 0.00% Add +1.4% 77,398 $416K
Mariner, LLC 0.00% Add +136.9% 77,339 $415K
Guardian Capital LP 0.01% No change 76,301 $410K
John G Ullman & Associates Inc. 0.05% Add +32.5% 74,350 $399K
Two Sigma Advisers, LP 0.00% Reduce -54.7% 64,400 $346K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Reduce -11.4% 62,000 $333K
Eagle Harbor Asset Management Inc. 0.27% Reduce -36.3% 58,623 $315K
Value Partners Investments Inc. 0.03% Add +21.6% 58,365 $314K
Wells Fargo & Company 0.00% Reduce -45.0% 53,148 $286K
Cerity Partners LLC 0.00% New 52,631 $283K
Crossmark Global Holdings, Inc. 0.00% No change 52,259 $281K
Campbell & CO Investment Adviser LLC 0.02% New 50,661 $272K
Terril Brothers, Inc. 0.08% Add +149.1% 50,628 $272K
Weiss Asset Management LP 0.00% New 50,000 $269K
Bfsg, LLC 0.02% Reduce -4.6% 47,310 $254K
Franklin Resources Inc. 0.00% Reduce -93.8% 42,930 $247K
Signaturefd, LLC 0.00% Reduce -1.4% 45,251 $243K
Chicago Partners Investment Group LLC 0.01% Add +0.2% 38,919 $224K
Johnson Investment Counsel Inc. 0.00% No change 40,000 $215K
Allspring Global Investments Holdings, LLC 0.00% No change 39,100 $210K
Two Sigma Securities, LLC 0.03% Add +23.0% 38,646 $208K
US Bancorp \de 0.00% Add +94.3% 37,093 $199K
CastleKnight Management LP 0.01% No change 37,000 $199K
LPL Financial LLC 0.00% Reduce -8.1% 35,338 $190K
Swiss Life Asset Management Ltd 0.00% Add +78.8% 34,797 $187K
Westerkirk Capital Inc. 0.02% Reduce -14.2% 34,500 $185K
PharVision Advisers, LLC 0.10% New 32,897 $177K
AQR Capital Management 0.00% Reduce -0.8% 31,009 $167K
Post Resch Tallon Group Inc. 0.15% No change 31,000 $166K
Phoenix Financial Ltd. 0.00% Reduce -17.9% 29,296 $157K
Vident Advisory, LLC 0.00% Add +43.3% 28,463 $153K
Massar Capital Management, LP 0.05% New 27,437 $147K
Algert Global LLC 0.00% New 26,809 $144K
Quadrant Capital Group LLC 0.00% Reduce -11.1% 25,888 $139K
Investment Management Corp of Ontario 0.00% Reduce -44.6% 25,847 $139K
Infrastructure Capital Advisors, LLC 0.02% Add +16.0% 24,346 $136K
Osaic Holdings, Inc. 0.00% Add +217.9% 24,343 $133K
Bank of Nova Scotia Trust Co. 0.01% No change 24,500 $132K
Ballentine Partners, LLC 0.00% Add +0.5% 23,611 $127K
Natural Investments, LLC 0.03% Reduce -15.7% 20,206 $108K
Jupiter Asset Management Ltd. 0.00% Reduce -65.7% 19,281 $104K
Equitable Holdings, Inc. 0.00% Add +0.0% 17,068 $92K
Moors & Cabot, Inc. 0.00% Reduce -0.8% 17,064 $92K
Spire Wealth Management 0.00% No change 16,250 $87K
Savvy Advisors, Inc. 0.00% Reduce -14.4% 16,100 $86K
SG Americas Securities, LLC 0.00% Add +29.1% 15,840 $85K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.9% 15,720 $85K
Evergreen Capital Management LLC 0.00% No change 15,563 $85K
Kingswood Wealth Advisors, LLC 0.01% Reduce -0.4% 15,610 $84K
Ingalls & Snyder LLC 0.00% Reduce -43.8% 15,400 $83K
Bank of New York Mellon Corp 0.00% Add +7.2% 15,395 $83K
Southeast Asset Advisors, LLC 0.01% No change 15,000 $81K
Stephens Inc. 0.00% Reduce -3.6% 13,505 $73K
Foundations Investment Advisors, LLC 0.00% Add +0.1% 13,316 $72K
A. D. Beadell Investment Counsel, Inc. 0.05% No change 12,500 $67K
Davis-Rea LTD. 0.02% New 12,264 $67K
Massachusetts Financial Services Co. 0.00% New 12,430 $67K
Private Advisor Group, LLC 0.00% Reduce -12.2% 12,268 $66K
Alpha Omega Wealth Management LLC 0.01% Reduce -94.4% 11,999 $64K
Envestnet Asset Management Inc. 0.00% Reduce -23.4% 11,365 $61K
Shell Asset Management Co. 0.01% Reduce -70.9% 11,200 $60K
State of Wyoming 0.01% Reduce -47.2% 11,068 $59K
Janney Montgomery Scott LLC 0.00% New 10,566 $57K
Vise Technologies, Inc. 0.00% New 10,466 $56K
Fiera Capital Corp 0.00% New 10,238 $55K
Wedbush Securities Inc. 0.00% No change 10,200 $55K
Tacita Capital Inc 0.02% No change 6,750 $36K
Tower Research Capital LLC (TRC) 0.00% Add +47.5% 6,749 $36K
Quarry LP 0.01% New 5,450 $29K
Pacifica Partners Inc. 0.01% No change 4,950 $28K
Central Pacific Bank - Trust Division 0.00% No change 5,000 $27K
SBI Securities Co., Ltd. 0.00% Add +2.0% 4,901 $26K
Group One Trading LLC 0.00% Reduce -77.3% 4,279 $23K
Hilltop National Bank 0.01% No change 4,000 $21K
Smartleaf Asset Management LLC 0.00% Add +2.1% 3,859 $21K
FMR LLC 0.00% Reduce -9.8% 3,576 $19K
Cornerstone Planning Group LLC 0.00% Reduce -81.3% 83 $14K
Lanark Financial, Inc. 0.00% Add +0.5% 2,608 $14K
Cwm, LLC 0.00% Add +12.6% 2,374 $13K
Blue Trust, Inc. 0.00% Add +11.8% 2,162 $12K
Founders Capital Management 0.01% No change 2,000 $11K
North Star Investment Management Corp. 0.00% No change 1,800 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +1.1% 1,598 $9K
Millstone Evans Group, LLC 0.01% No change 1,530 $8K
Westside Investment Management, Inc. 0.00% New 1,355 $8K
Parallel Advisors, LLC 0.00% No change 1,402 $8K
Allworth Financial LP 0.00% Add +31.4% 1,080 $6K
Principal Securities, Inc. 0.00% No change 1,039 $6K
Consultiva Wealth Management, Corp. 0.02% No change 1,000 $5K
Rockefeller Capital Management L.P. 0.00% New 956 $5K
WealthCollab, LLC 0.00% No change 719 $4K
Physician Wealth Advisors, Inc. 0.00% No change 619 $3K
EverSource Wealth Advisors, LLC 0.00% Add +20.8% 529 $3K
MAI Capital Management 0.00% Reduce -72.9% 439 $2K
SJS Investment Consulting Inc. 0.00% No change 400 $2K
Bell Investment Advisors, Inc 0.00% No change 392 $2K
Crews Bank & Trust 0.00% New 367 $2K
Strategic Wealth Partners, Ltd. 0.00% No change 315 $2K
Salem Investment Counselors Inc. 0.00% No change 290 $2K
Assetmark, Inc. 0.00% No change 252 $1K
Rhumbline Advisers 0.00% No change 205 $1K
Valley National Advisers Inc. 0.00% No change 325 $1K
Sagard Holdings Management Inc. 0.00% Reduce -41.6% 118 $634
Larson Financial Group LLC 0.00% New 87 $467
Arax Advisory Partners 0.00% Reduce -46.4% 15 $81
Transamerica Financial Advisors, LLC 0.00% No change 15 $75
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 8 $43
Jones Financial Companies LLLP 0.00% Reduce -98.8% 3 $18
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.