Algonquin Power & Utilities Ownership | Who Owns Algonquin Power & Utilities?
Algonquin Power & Utilities Ownership Summary
Algonquin Power & Utilities is owned by 53.57% institutional investors, 0.10% insiders, and 46.34% 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 | 53.57% | 0.10% | 46.34% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
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 |
| Smartleaf asset management | -119.00 |
| Srs capital advisors | -162.00 |
| Geneos wealth management | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 266 | -0.75% | 377,247,548 | 3.64% | 54 | 1.96% | 142 | 9.23% | 84 | -5.62% |
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 | 23.80M | 3.10% | 3.60M |
| Fidelity Canadian Large Cp Mlt Ast Bs O | 11.87M | 1.55% | -630.00K |
| Vanguard Total Intl Stock Index Inv | 10.79M | 1.41% | - |
| EdgePoint Canadian Portfolio Series F | 9.64M | 1.26% | 2.73M |
| RBC Canadian Dividend Fund A | 7.43M | 0.97% | - |
| First Trust Water ETF | 7.36M | 0.96% | - |
| Lazard Global Lstd Infras Eq A Dist GBP | 7.05M | 0.92% | - |
AQN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools