Algonquin Power & Utilities Ownership | Who Owns Algonquin Power & Utilities?
Algonquin Power & Utilities Ownership Summary
Algonquin Power & Utilities is owned by 13.79% institutional investors, 0.04% insiders, and 86.18% retail investors. Starboard value lp is the largest institutional shareholder, holding 8.41% 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 | 13.79% | 0.04% | 86.18% |
| Sector | Utilities Stocks | 38.76% | 7.96% | 53.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Starboard value lp | 66.43M | 8.41% | $341.47M |
| Edgepoint investment group | 42.22M | 5.34% | $216.87M |
| Fil | 40.89M | 5.33% | $181.47M |
| Vanguard group | 31.51M | 4.11% | $139.85M |
| Royal bank of canada | 26.60M | 3.47% | $118.37M |
| Bank of montreal /can/ | 21.00M | 2.74% | $93.09M |
| British columbia investment management | 8.91M | 1.29% | $52.34M |
| National bank of canada /fi/ | 9.65M | 1.26% | $42.89M |
| Bank of nova scotia | 9.62M | 1.25% | $42.70M |
| Manufacturers life insurance company, the | 8.14M | 1.06% | $36.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Starboard value lp | 66.43M | 6.21% | $341.47M |
| Sasco capital inc / ct/ | 3.67M | 3.04% | $21.53M |
| Callodine capital management, lp | 2.60M | 2.39% | $11.57M |
| Edgepoint investment group | 42.22M | 1.76% | $216.87M |
| Private management group | 5.92M | 0.96% | $26.37M |
| Rock point advisors | 660.63K | 0.86% | $2.94M |
| Intact investment management | 5.33M | 0.83% | $23.65M |
| Cidel asset management | 2.49M | 0.74% | $11.06M |
| Keeley-teton advisors | 935.45K | 0.48% | $4.16M |
| Krilogy financial | 1.62M | 0.48% | $7.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edgepoint investment group | 42.22M | 1.76% | 19.39M |
| Fil | 40.89M | 0.17% | 18.86M |
| Norges bank | 7.11M | 0.00% | 7.11M |
| British columbia investment management | 8.91M | 0.32% | 5.43M |
| Private management group | 5.92M | 0.96% | 3.66M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | - | - | -5.30M |
| Royal bank of canada | 26.60M | 0.02% | -4.54M |
| Goldman sachs group | 7.40M | 0.01% | -4.52M |
| Man group | - | - | -4.35M |
| Philosophy capital management | - | - | -4.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.11M | 0.00% | 7.11M | $31.51M |
| Centerbook partners lp | 355.00K | 0.09% | 355.00K | $1.58M |
| K2 principal fund | 300.00K | 0.33% | 300.00K | $1.76M |
| Raymond james financial | 222.43K | 0.00% | 222.43K | $989.81K |
| Cwa asset management group | 203.48K | 0.05% | 203.48K | $905.49K |
Sold Out
| Holder | Change |
|---|---|
| Jfs wealth advisors | -1.00 |
| True wealth design | -9.00 |
| First horizon advisors | -84.00 |
| Smartleaf asset management | -119.00 |
| Srs capital advisors | -162.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 245 | -8.24% | 405,213,498 | -0.07% | 52 | 1.53% | 121 | -14.79% | 84 | 9.09% |
| Jun 30, 2024 | 267 | 10.33% | 405,485,024 | 10.02% | 58 | 2.05% | 142 | 17.36% | 77 | -7.23% |
| Mar 31, 2024 | 242 | -9.02% | 368,553,860 | -2.30% | 53 | 1.78% | 121 | -14.79% | 83 | -1.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Lazard Global Listed Infrastructure Inst | 41.86M | 5.45% | - |
| Lazard Global Listed Infrastructure Open | 41.86M | 5.45% | - |
| Lazard Glbl Listed Infrastruct USD Hedge | 41.86M | 5.45% | - |
| Fidelity Canadian Large Cap Sr B | 24.70M | 3.22% | -400.00K |
| EdgePoint Canadian Portfolio Series F | 13.27M | 1.73% | 3.63M |
| Vanguard Total Intl Stock Index Inv | 11.11M | 1.45% | 196.61K |
| Fidelity Canadian Large Cp Mlt Ast Bs O | 8.40M | 1.09% | -950.00K |
| First Trust Water ETF | 7.47M | 0.97% | - |
| RBC Canadian Dividend Fund A | 7.43M | 0.97% | - |
| Lazard Global Lstd Infras Eq A Dist GBP | 7.05M | 0.92% | - |
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