Algonquin Power & UtilitiesAQN

13F holders, Q4 2025 (December 31)
247holders +3
29new positions
27sold out
11famous investors
$6.16avg. 13F price*

At the end of Q4 2025, 247 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, up 3 from Q3 2025. 29 opened new positions and 27 sold out. The largest holders were EdgePoint Investment Group Inc. ($502.6M), Starboard Value ($390.5M) and FIL Ltd ($301.3M). 11 famous investors held it, including Jeff Smith (7.4% of Starboard Value's portfolio), John W. Rogers Jr. (1.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions29$97.8M
Exits27$29.4M

All 13F filers, Q3 2025 → Q4 2025: 59,724,160 shares bought and 52,534,420 shares sold, net +7,189,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

EdgePoint Investment Group Inc. 4.13% Add +32.6% 81,727,385 $502.6M
Starboard Value 7.40% No change 63,489,420 $390.5M
FIL Ltd 0.23% Reduce -1.9% 48,999,903 $301.3M
Vanguard Group Inc. 0.00% Add +2.1% 34,456,155 $211.9M
Bank of Montreal 0.05% Add +23.1% 20,717,144 $127.4M
Royal Bank of Canada 0.02% Reduce -38.2% 18,169,106 $111.7M
Ariel Investments 1.06% Reduce -2.6% 15,920,654 $97.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.43% Reduce -0.2% 13,084,592 $80.5M
Principal Financial Group Inc. 0.04% New 12,069,980 $74.3M
Norges Bank 0.01% — 10,906,124 $67.1M
Bank of Nova Scotia 0.09% Add +1.0% 10,276,178 $63.2M
Toronto Dominion Bank 0.09% Add +27.6% 8,470,658 $52.1M
Dimensional Fund Advisors LP 0.01% Add +3.6% 7,572,396 $46.6M
Legal & General Group Plc 0.01% Reduce -9.2% 6,939,528 $42.7M
First Trust Advisors LP 0.03% Add +1.3% 6,858,330 $42.2M
Private Management Group Inc. 1.15% Reduce -1.1% 6,432,155 $39.6M
Corvex Management LP 1.26% No change 6,183,855 $38.0M
Callodine Capital Management, LP 2.84% Add +3.0% 5,749,636 $35.4M
Goldman Sachs Group Inc. 0.01% Reduce -42.2% 5,711,454 $35.1M
National Bank of Canada 0.03% Reduce -45.3% 5,423,404 $33.3M
D. E. Shaw & Co. 0.03% Add +52.7% 5,349,003 $32.9M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +48.6% 4,943,308 $30.4M
BlackRock, Inc. 0.00% Add +2.8% 4,630,028 $28.5M
Neuberger Berman Group LLC 0.02% Add +8.6% 4,540,036 $27.9M
Packer & Co Ltd 7.39% No change 4,513,113 $27.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -16.8% 4,447,495 $27.4M
Morgan Stanley 0.00% Reduce -1.0% 4,093,676 $25.2M
Intact Investment Management Inc. 0.72% Reduce -12.6% 4,066,619 $25.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +6.1% 3,944,942 $24.3M
Cibc World Market Inc. 0.04% Reduce -42.8% 3,700,005 $22.8M
Picton Mahoney Asset Management 0.24% Add +193.4% 3,519,080 $21.7M
GAMCO Investors 0.19% Add +8.5% 3,286,322 $20.2M
Invesco Ltd. 0.00% Add +0.5% 3,053,534 $18.8M
Federation des caisses Desjardins du Quebec 0.07% Reduce -52.4% 3,028,957 $18.6M
Public Employees Retirement System of Ohio 0.06% Add +2.0% 2,936,911 $18.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 2,744,967 $16.9M
Bank of America Corp. 0.00% Reduce -34.3% 2,706,849 $16.6M
Qube Research & Technologies Ltd 0.02% Add +155.5% 2,618,838 $16.1M
State Street Corp. 0.00% Add +15.6% 2,551,100 $15.9M
Alberta Investment Management Corp 0.10% No change 2,553,200 $15.7M
Cidel Asset Management Inc. 1.08% Reduce -23.5% 2,487,838 $15.3M
TD Asset Management Inc 0.01% Add +4.6% 2,433,309 $15.0M
Geode Capital Management, LLC 0.00% Add +8.5% 1,919,900 $14.5M
Jane Street Group, LLC 0.02% Reduce -31.0% 2,360,297 $14.5M
RWC Asset Management LLP 0.80% Reduce -23.4% 2,331,095 $14.3M
Citadel Advisors 0.01% Reduce -48.0% 2,310,227 $14.2M
Gabelli Funds LLC 0.09% Add +1.3% 2,186,122 $13.4M
UBS Group AG 0.00% Reduce -26.8% 2,168,586 $13.3M
Point72 Asset Management 0.02% Add +555.3% 1,859,307 $11.4M
Man Group plc 0.02% Add +71.0% 1,832,026 $11.3M
Krilogy Financial LLC 0.35% Reduce -7.5% 1,597,165 $10.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -3.1% 1,552,488 $9.5M
Swiss National Bank 0.01% Add +1.3% 1,445,100 $8.9M
Manning & Napier Advisors LLC 0.11% No change 1,375,000 $8.5M
TD Waterhouse Canada Inc. 0.05% Reduce -4.2% 1,258,625 $7.7M
Renaissance Technologies 0.01% Reduce -42.2% 1,234,992 $7.6M
Millennium Management 0.01% Add +661.8% 1,145,029 $7.0M
Trexquant Investment LP 0.06% Add +125.2% 1,111,876 $6.8M
Northwest & Ethical Investments L.P. 0.13% Reduce -20.1% 935,263 $5.8M
Jupiter Asset Management Ltd. 0.05% Add +4665.2% 918,774 $5.7M
Mackenzie Financial Corp. 0.01% Add +40.6% 885,632 $5.5M
Y-Intercept (Hong Kong) Ltd 0.12% New 870,445 $5.4M
PDT Partners, LLC 0.35% Reduce -13.9% 867,937 $5.3M
Yaupon Capital Management LP 0.26% Reduce -85.3% 866,736 $5.3M
ARS Investment Partners, LLC 0.31% Add +29.6% 863,660 $5.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 578,910 $4.9M
Kayne Anderson Capital Advisors LP 0.11% Reduce -1.2% 770,878 $4.7M
CIBC Asset Management Inc 0.01% Add +12.1% 753,293 $4.6M
Two Sigma Investments, LP 0.01% Add +43.1% 718,039 $4.4M
Scotia Capital Inc. 0.02% Reduce -13.0% 684,990 $4.2M
Campbell & CO Investment Adviser LLC 0.20% Add +1208.6% 662,965 $4.1M
Balyasny Asset Management L.P. 0.01% Reduce -0.3% 640,354 $3.9M
Franklin Resources Inc. 0.00% Add +1315.5% 607,652 $3.7M
Nuveen, LLC 0.00% No change 549,708 $3.4M
Greenland Capital Management LP 0.51% Reduce -42.7% 531,730 $3.3M
Heartland Advisors Inc. 0.17% New 500,000 $3.1M
CWA Asset Management Group, LLC 0.11% Add +17.7% 498,575 $3.1M
Wedge Capital Management L L P 0.05% New 472,980 $2.9M
Northern Trust Corp. 0.00% Reduce -15.0% 452,349 $2.8M
Barclays PLC 0.00% Reduce -5.1% 435,026 $2.7M
Quinn Opportunity Partners LLC 0.11% No change 430,000 $2.6M
Susquehanna Advisors Group, Inc. 0.09% Add +117.8% 386,400 $2.4M
Canada Pension Plan Investment Board 0.00% New 361,300 $2.2M
Euro Pacific Asset Management, LLC 0.24% Reduce -0.2% 354,050 $2.2M
Aquatic Capital Management LLC 0.06% Reduce -30.1% 325,064 $2.0M
Gotham Asset Management 0.01% Reduce -49.8% 293,195 $1.8M
Van Eck Associates Corp. 0.00% Add +6.8% 287,813 $1.8M
Beutel, Goodman & Co Ltd. 0.01% Reduce -41.4% 262,070 $1.6M
JPMorgan Chase & Co. 0.00% Reduce -3.7% 261,344 $1.6M
SIG North Trading, ULC 0.28% Add +95.5% 260,663 $1.6M
Credit Agricole S A 0.00% Reduce -37.9% 256,873 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +7.2% 248,893 $1.5M
Horizon Investments, LLC 0.02% Add +32.5% 242,117 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.7% 233,481 $1.4M
Cetera Investment Advisers 0.00% Add +6.7% 230,833 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -55.3% 226,608 $1.4M
Quadrature Capital Ltd 0.01% Add +29.6% 223,700 $1.4M
Citigroup Inc. 0.00% Reduce -47.8% 216,524 $1.3M
Jump Financial, LLC 0.02% Reduce -60.6% 203,834 $1.3M
Triasima Portfolio Management inc. 0.19% Add +1.4% 201,732 $1.2M

"% 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 247 holders