Algonquin Power & Utilities AQN Institutional Ownership

NYSE AQN

$5.45 +0.14 (+2.54%)

As of: Oct 22, 2026 · 3:53 PM EDT

Institutions by Trading Activity

241 Institutions

Increased 129 53.5%

Unchanged 45 18.7%

Reduced 67 27.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

68.69%

▲+1.38 pp QoQ

Shares Held by Institutions

527.63Mn

of 768.10Mn outstanding

▲+2.05% QoQ

Shares Outstanding

768.10Mn

240.47Mn held outside 13F filers

Institutional Investors

241

filed 13F for Jun 2026

▼-9 vs prior quarter

Net Shares Added (QoQ)

+10.61Mn

accumulated since last quarter

Value of Holdings

$2.80Bn

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

Updated Oct 11, 2026

Algonquin Power & Utilities Corp. (NYSE:AQN) was reported as a holding by 241 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 68.69% of Algonquin Power & Utilities' outstanding shares at the end of Q2 2026, up from 67.31% in Q1 2026.
Total shares held in Algonquin Power & Utilities rose 2.05% versus Q1 2026, while the number of holders rose 2.99% versus Q2 2025.
Of the 241 holders, 129 added to their positions, 67 reduced their stakes and 45 left their positions unchanged in Q2 2026.
The aggregate institutional position in Algonquin Power & Utilities was 527.63Mn shares at the end of Q2 2026, up 10.61Mn from the prior quarter and up 60.63Mn from a year earlier.
EdgePoint Investment Group Inc. held the largest position in AQN at 88.37Mn shares as of June 30, 2026, or 11.51% of shares outstanding.
The largest position increases in AQN for Q2 2026 were by EdgePoint Investment Group Inc. (+6.9Mn shares), Morgan Stanley (+4.27Mn shares), D. E. Shaw & Co., Inc. (+4.12Mn shares), Arrowstreet Capital, Limited Partnership (+3.61Mn shares) and Barclays PLC (+3.07Mn shares).
Holders that trimmed the most shares of Algonquin Power & Utilities in Q2 2026 while keeping a position were Ariel Investments, LLC (-13.03Mn shares), Royal Bank of Canada (-8.41Mn shares), Invesco Ltd. (-3.84Mn shares), Cidel Asset Management Inc (-3.51Mn shares) and JPMorgan Chase & Co (-2.68Mn shares).
According to Business Quant data, the leading holders of AQN for Q2 2026 were EdgePoint Investment Group Inc. (88.37Mn shares), Starboard Value LP (57.19Mn shares), FIL Ltd (39.33Mn shares), Vanguard Capital Management LLC (22.52Mn shares), Bank of Montreal (20.66Mn shares), Mitsubishi UFJ Trust & Banking Corp (14.82Mn shares), British Columbia Investment Management Corp (13.58Mn shares), Clearbridge Investments, LLC (13.5Mn shares), Royal Bank of Canada (12.14Mn shares) and Principal Financial Group Inc (11.57Mn shares).

Form 13F Holdings

241 Institutional Holders

Report period 30 Jun, 2026

Total shares held 527.63Mn

Of outstanding 68.69%

#	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 241 holders