Algonquin Power & Utilities AQN Institutional Ownership

NYSE AQN

$5.03 +0.00 (+0.01%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

242 Institutions

Increased 130 53.7%

Unchanged 45 18.6%

Reduced 67 27.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

69.07%

▲+1.75 pp QoQ

Shares Held by Institutions

530.49Mn

of 768.10Mn outstanding

▲+3.43% QoQ

Shares Outstanding

768.10Mn

237.61Mn held outside 13F filers

Institutional Investors

242

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

+17.60Mn

accumulated since last quarter

Value of Holdings

$2.67Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Algonquin Power & Utilities Corp. (NYSE:AQN) appears in 242 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 69.1% of Algonquin Power & Utilities's outstanding shares in June 2026, up from 67.3% in March 2026.
They increased total shares held in Algonquin Power & Utilities by 3.43% from the prior quarter, while the number of investors in AQN increased 2.98% year over year.
Among the 242 funds, 130 bought more Algonquin Power & Utilities shares, 67 sold down, and 45 held their ground.
In total, institutional investors held 530.49Mn shares in Algonquin Power & Utilities as of June 2026, up by 17.6Mn shares quarter on quarter, and up 63.49Mn shares year over year.
As of June 30, 2026, EdgePoint Investment Group Inc. held the largest stake in Algonquin Power & Utilities with 88.37Mn shares, accounting for 11.51% of total shares outstanding.
The most significant purchases of AQN for the quarter ending June 2026 came from NORGES BANK (11.02Mn), EdgePoint Investment Group Inc. (6.9Mn), Morgan Stanley (4.27Mn), D. E. Shaw & Co., Inc. (4.12Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (3.61Mn).
The largest sellers of Algonquin Power & Utilities for the quarter ending June 2026 were ARIEL INVESTMENTS, LLC (13.03Mn), Royal Bank Of Canada (8.41Mn), Invesco Ltd. (3.84Mn), CIDEL ASSET MANAGEMENT INC (3.51Mn), Jpmorgan Chase & Co (2.68Mn).
Algonquin Power & Utilities's 10 largest shareholders as of June 2026 include EdgePoint Investment Group Inc. (88.37Mn), Starboard Value LP (57.19Mn), FIL Ltd (39.33Mn), VANGUARD CAPITAL MANAGEMENT LLC (22.52Mn), Bank Of Montreal /Can/ (20.66Mn), Mitsubishi UFJ Trust & Banking Corp (14.82Mn), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp (13.58Mn), Clearbridge Investments, LLC (13.5Mn), Royal Bank Of Canada (12.14Mn), Principal Financial Group Inc (11.57Mn) per Business Quant data.

Form 13F Holdings

242 Institutional Holders

Report period 30 Jun, 2026

Total shares held 530.49Mn

Of outstanding 69.07%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	EdgePoint Investment Group Inc.	0001481669	88,374,416	11.51%	▲6,902,022	+8.47%	$519.16Mn
2	Starboard Value LP	0001517137	57,189,420	7.45%	0	0.00%	$335.13Mn
3	FIL Ltd	0000318989	39,334,903	5.12%	▲1,220,000	+3.20%	$231.31Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	22,524,576	2.93%	▲146,590	+0.66%	$132.44Mn
5	Bank Of Montreal /Can/	0000927971	20,655,228	2.69%	▲499,658	+2.48%	$121.34Mn
6	Mitsubishi UFJ Trust & Banking Corp	0001462160	14,817,756	1.93%	▲2,166,449	+17.12%	$87.05Mn
7	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	0001228242	13,576,227	1.77%	▲264,962	+1.99%	$79.75Mn
8	Clearbridge Investments, LLC	0001348883	13,497,531	1.76%	▲660,696	+5.15%	$79.10Mn
9	Royal Bank Of Canada	0001000275	12,142,876	1.58%	▼8,411,366	-40.92%	$71.16Mn
10	Principal Financial Group Inc	0001126328	11,567,342	1.51%	▼2,066,562	-15.16%	$67.87Mn
11	Morgan Stanley	0000895421	11,360,898	1.48%	▲4,268,297	+60.18%	$66.57Mn
12	NORGES BANK	0001374170	11,021,783	1.43%	▲11,021,783	0.00%	$64.75Mn
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	10,933,107	1.42%	▲3,611,844	+49.33%	$64.22Mn
14	Goldman Sachs Group Inc	0000886982	9,116,818	1.19%	▲1,328,270	+17.05%	$53.42Mn
15	Bank Of Nova Scotia	0000009631	7,942,535	1.03%	▲11,083	+0.14%	$46.70Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	7,868,948	1.02%	▲152,052	+1.97%	$46.11Mn
17	Neuberger Berman Group LLC	0001465109	7,709,312	1.00%	▼25,588	-0.33%	$45.18Mn
18	D. E. Shaw & Co., Inc.	0001009207	7,517,208	0.98%	▲4,115,050	+120.95%	$44.08Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	6,834,892	0.89%	▲57,436	+0.85%	$40.19Mn
20	ARIEL INVESTMENTS, LLC	0000936753	6,608,611	0.86%	▼13,033,050	-66.35%	$38.73Mn

Showing 1 to 20 of 242 holders