Algonquin Power & Utilities Ownership | Who Owns Algonquin Power & Utilities?
Algonquin Power & Utilities Ownership Summary
Algonquin Power & Utilities is owned by 9.63% institutional investors, 0.04% insiders, and 90.33% retail investors. Starboard value lp is the largest institutional shareholder, holding 8.27% of AQN shares. Lazard Global Listed Infrastructure Inst is the top mutual fund, with 5.45% of its assets in Algonquin Power & Utilities shares.
AQN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Algonquin Power & Utilities | 9.63% | 0.04% | 90.33% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Starboard value lp | 63.49M | 8.27% | $340.94M |
| Edgepoint investment group | 61.65M | 8.03% | $331.29M |
| Fil | 49.92M | 6.50% | $268.32B |
| Vanguard group | 34.46M | 4.49% | $211.87M |
| Royal bank of canada | 29.38M | 3.83% | $157.77M |
| Bank of montreal /can/ | 20.72M | 2.70% | $127.40M |
| Ariel investments | 16.35M | 2.13% | $87.78M |
| British columbia investment management | 13.12M | 1.71% | $70.48M |
| Principal financial group | 12.07M | 1.57% | $74.26M |
| Norges bank | 10.91M | 1.42% | $67.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Packer | 4.51M | 7.39% | $27.76M |
| Starboard value lp | 63.49M | 6.42% | $340.94M |
| Sasco capital inc / ct/ | 3.67M | 3.04% | $21.53M |
| Callodine capital management, lp | 5.58M | 2.63% | $29.97M |
| Edgepoint investment group | 61.65M | 2.47% | $331.29M |
| Yaupon capital management lp | 5.89M | 1.21% | $31.62M |
| Private management group | 6.43M | 1.15% | $39.56M |
| Corvex management lp | 6.18M | 1.10% | $33.21M |
| Cidel asset management | 2.49M | 1.08% | $15.32M |
| Ariel investments | 16.35M | 0.94% | $87.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fil | 49.92M | 0.21% | 21.38M |
| Principal financial group | 12.07M | 0.04% | 12.07M |
| Norges bank | 10.91M | 0.01% | 10.91M |
| Edgepoint investment group | 61.65M | 2.47% | 4.89M |
| Neuberger berman group | 4.18M | 0.02% | 4.18M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Southpoint capital advisors lp | - | - | -10.00M |
| Adage capital partners gp | - | - | -5.30M |
| Philosophy capital management | - | - | -4.35M |
| Goldman sachs group | 5.71M | 0.00% | -4.17M |
| Federation des caisses desjardins du quebec | 3.03M | 0.07% | -3.33M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Principal financial group | 12.07M | 0.04% | 12.07M | $74.26M |
| Norges bank | 10.91M | 0.01% | 10.91M | $67.06M |
| Neuberger berman group | 4.18M | 0.02% | 4.18M | $22.44M |
| Cubist systematic strategies | 1.72M | 0.04% | 1.72M | $9.24M |
| Greenland capital management lp | 927.28K | 0.50% | 927.28K | $4.98M |
Sold Out
| Holder | Change |
|---|---|
| Jfs wealth advisors | -1.00 |
| True wealth design | -9.00 |
| Northwestern mutual wealth management | -23.00 |
| First horizon advisors | -84.00 |
| Mount yale investment advisors | -142.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 75 | -70.00% | 73,971,451 | -85.37% | 9 | 0.22% | 29 | -75.42% | 25 | -68.75% |
| Sep 30, 2025 | 90 | -62.96% | 74,454,643 | -84.19% | 9 | 0.26% | 35 | -69.57% | 29 | -64.20% |
| Jun 30, 2025 | 242 | -0.82% | 470,975,382 | 4.13% | 61 | 1.77% | 115 | -8.73% | 80 | 19.40% |
| Mar 31, 2025 | 5 | -97.89% | 108,955,323 | -74.44% | 13 | 0.45% | 3 | -97.44% | 2 | -97.56% |
| Dec 31, 2024 | 228 | -7.69% | 410,973,506 | 1.42% | 53 | 1.92% | 113 | -6.61% | 79 | -9.20% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Lazard Global Listed Infrastructure Inst | 41.86M | 5.45% | - |
| Lazard Glbl Listed Infrastruct USD Hedge | 41.86M | 5.45% | - |
| Lazard Global Listed Infrastructure Open | 41.86M | 5.45% | - |
| Fidelity Canadian Large Cap Sr B | 28.92M | 3.76% | 8.22M |
| EdgePoint Global | 16.50M | 2.15% | 8.21M |
| EdgePoint Global Portfolio Series F | 16.50M | 2.15% | 8.21M |
| Fidelity Canadian Large Cp Mlt Ast Bs O | 14.56M | 1.90% | 4.21M |
| EdgePoint Canadian Portfolio Series F | 13.41M | 1.75% | 273.61K |
| Vanguard Total Intl Stock Index Inv | 11.49M | 1.50% | - |
| EdgePoint Global Growth & Inc Port Sr F | 8.69M | 1.13% | 1.36M |
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