Algonquin Power & Utilities Corp. (AQN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

724,000,000Shares Outstanding

79,757,236Shares held by institutions

$539,158,915Value of institutional holdings

71.03%Institutional ownership %

5.17%Shares Changed QoQ

231No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 231 institutions have reported a stake in Algonquin Power & Utilities Corp. (NYSE:AQN) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in Algonquin Power & Utilities edged up to 71.0% in December 2025, compared to 69.6% in September 2025.
Quarterly data indicates a 5.17% shift in institutional share volume, and the annual owner count reflects an increase of 3.59%.
The latest 13F cycle for Algonquin Power & Utilities reveals that of 231 total investors, 112 funds grew their exposure, whereas 82 reduced theirs and 37 made no changes.
Collectively, institutional investors increased their stake in Algonquin Power & Utilities to 514.24Mn shares as of December 2025, a change that is up by 25.26Mn shares quarter on quarter and up 89.67Mn shares year over year.
As of December 31, 2025, EdgePoint Investment Group Inc. held Algonquin Power & Utilities's largest shareholding position with over 81.73Mn shares, representing 11.29% of total outstanding shares.
Among the most significant buyers of Algonquin Power & Utilities during December 2025 were EdgePoint Investment Group Inc. (20.07Mn), PRINCIPAL FINANCIAL GROUP INC (12.07Mn), NORGES BANK (10.91Mn), BANK OF MONTREAL /CAN/ (3.89Mn), PICTON MAHONEY ASSET MANAGEMENT (2.32Mn).
Leading sellers of Algonquin Power & Utilities stock in December 2025 included ROYAL BANK OF CANADA (11.21Mn), Yaupon Capital Management LP (5.02Mn), NATIONAL BANK OF CANADA /FI/ (4.49Mn), GOLDMAN SACHS GROUP INC (4.17Mn), Federation des caisses Desjardins du Quebec (3.33Mn).
The top 10 institutional holders of Algonquin Power & Utilities for the quarter ending December 2025 included EdgePoint Investment Group Inc. (81.73Mn), Starboard Value LP (63.49Mn), FIL Ltd (49.00Mn), VANGUARD GROUP INC (34.46Mn), BANK OF MONTREAL /CAN/ (20.72Mn), ROYAL BANK OF CANADA (18.17Mn), ARIEL INVESTMENTS, LLC (15.92Mn), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp (13.08Mn), PRINCIPAL FINANCIAL GROUP INC (12.07Mn), NORGES BANK (10.91Mn).

231 Institutional Holders

79,757,236 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
EdgePoint Investment Group Inc.	31 Dec, 2025	81,727,385	20,074,709	32.56%	$502,563,259.00
Starboard Value LP	31 Dec, 2025	63,489,420	0	0.00%	$390,459,933.00
FIL Ltd	31 Dec, 2025	48,999,903	-923,100	-1.85%	$301,307,190.00
VANGUARD GROUP INC	31 Dec, 2025	34,456,155	711,569	2.11%	$211,870,898.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	20,717,144	3,886,254	23.09%	$127,395,188.00
ROYAL BANK OF CANADA	31 Dec, 2025	18,169,106	-11,210,162	-38.16%	$111,742,000.00
ARIEL INVESTMENTS, LLC	31 Dec, 2025	15,920,654	-424,952	-2.60%	$97,912,022.00
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	31 Dec, 2025	13,084,592	-30,658	-0.23%	$80,460,609.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	12,069,980	12,069,980	0.00%	$74,262,754.00
NORGES BANK	31 Dec, 2025	10,906,124	10,906,124	0.00%	$67,064,635.00
BANK OF NOVA SCOTIA	31 Dec, 2025	10,276,178	106,232	1.04%	$63,187,383.00
TORONTO DOMINION BANK	31 Dec, 2025	8,470,658	1,830,974	27.58%	$52,088,478.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	7,572,396	266,020	3.64%	$46,571,538.00
Legal & General Group Plc	31 Dec, 2025	6,939,528	-704,458	-9.22%	$42,727,836.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	6,858,330	87,627	1.29%	$42,178,729.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	6,432,155	-72,127	-1.11%	$39,557,753.00
Corvex Management LP	31 Dec, 2025	6,183,855	0	0.00%	$38,030,708.00
Callodine Capital Management, LP	31 Dec, 2025	5,749,636	167,795	3.01%	$35,360,261.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	5,711,454	-4,167,421	-42.19%	$35,125,442.00
NATIONAL BANK OF CANADA /FI/	31 Dec, 2025	5,423,404	-4,488,148	-45.28%	$33,313,347.00

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