AQN Institutional Ownership & Shareholders

ALGONQUIN POWER & UTILITIES (AQN) is currently held by 236 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.99B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Edgepoint Investment Group Inc. is currently the largest disclosed institutional shareholder of AQN tracked by InsiderSet, reporting ownership valued at approximately $519.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $495.78M, representing an estimated loss of -4.50% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed AQN value among the investors covered in this analysis. Major shareholders include Edgepoint Investment Group Inc., Starboard Value Lp, Fil Ltd, and several other long-term asset managers with concentrated positions in ALGONQUIN POWER & UTILITIES (AQN).

This page ranks the largest institutional AQN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

236

Total Reported Value

$2.99B

Largest Holder

Edgepoint Investment Group Inc.

Largest Position

$519.16M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

42

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Edgepoint Investment Group Inc.3.92%88,374,416$519,164,025$495,780,474-$23,383,551-4.50%
Starboard Value Lp7.41%57,189,420$335,130,001$320,832,646-$14,297,355-4.27%
Fil Ltd0.17%39,334,903$231,308,366$220,668,806-$10,639,560-4.60%
Vanguard Capital Management Llc0.00%22,524,576$132,444,507$126,362,871-$6,081,636-4.59%
Bank Of Montreal0.04%20,655,228$121,341,127$115,875,829-$5,465,298-4.50%
British Columbia Investment Management Corp0.50%13,576,227$79,754,854$76,162,633-$3,592,221-4.50%
Clearbridge Investments, Llc0.07%13,497,531$79,095,530$75,721,149-$3,374,381-4.27%
Royal Bank Of Canada0.01%12,142,876$71,157,000$68,121,534-$3,035,466-4.27%
Morgan Stanley0.00%11,360,898$66,574,865$63,734,638-$2,840,227-4.27%
Norges Bank0.01%11,021,783$64,748,527$61,832,203-$2,916,324-4.50%
Arrowstreet Capital, Limited Partnership0.03%10,933,107$64,218,620$61,334,730-$2,883,890-4.49%
Goldman Sachs Group Inc0.01%9,116,818$53,424,553$51,145,349-$2,279,204-4.27%
Principal Financial Group Inc0.03%10,146,588$51,061,895$56,922,359+$5,860,464+11.48%
Bank Of Nova Scotia0.07%7,942,535$46,702,634$44,557,621-$2,145,013-4.59%
Dimensional Fund Advisors Lp0.01%7,868,948$46,114,477$44,144,798-$1,969,679-4.27%
D. E. Shaw & Co., Inc.0.03%7,517,208$44,080,352$42,171,537-$1,908,815-4.33%
Vanguard Fiduciary Trust Co0.01%6,834,892$40,189,165$38,343,744-$1,845,421-4.59%
Ariel Appreciation FundJohn W. Rogers Jr.0.39%6,608,611$38,726,460$37,074,308-$1,652,152-4.27%
Legal & General Group Plc0.01%6,388,376$37,553,263$35,838,789-$1,714,474-4.57%
Private Management Group Inc0.97%6,275,813$36,776,264$35,207,311-$1,568,953-4.27%
First Trust Advisors Lp0.02%5,525,283$32,378,158$30,996,838-$1,381,320-4.27%
Vanguard Global Advisers, Llc0.01%5,197,093$30,558,907$29,155,692-$1,403,215-4.59%
Picton Mahoney Asset Management0.28%5,190,063$30,443,900$29,116,253-$1,327,647-4.36%
Horizon Investments, Llc0.33%292,847$30,177,883$1,642,872-$28,535,011-94.56%
National Bank Of Canada0.03%4,914,747$28,855,473$27,571,731-$1,283,742-4.45%
Cibc Asset Management Inc0.06%4,764,192$28,745,485$26,727,117-$2,018,368-7.02%
Neuberger Berman Group Llc0.02%4,540,036$27,921,221$25,469,602-$2,451,619-8.78%
Russell Investments Group, Ltd.0.02%4,700,506$27,629,972$26,369,839-$1,260,133-4.56%
Qube Research & Technologies Ltd0.03%4,617,013$27,055,696$25,901,443-$1,154,253-4.27%
Federation Des Caisses Desjardins Du Quebec0.08%4,496,462$26,329,617$25,225,152-$1,104,465-4.19%
Manufacturers Life Insurance Company, The0.02%4,480,017$26,259,541$25,132,895-$1,126,646-4.29%
Toronto Dominion Bank0.04%4,446,776$26,122,535$24,946,413-$1,176,122-4.50%
Barclays Plc0.01%3,746,200$21,952,732$21,016,182-$936,550-4.27%
Intact Investment Management Inc.0.62%3,714,919$21,843,991$20,840,696-$1,003,295-4.59%
Bank Of America Corp0.00%3,687,289$21,607,513$20,685,691-$921,822-4.27%
Man Group Plc0.04%3,530,674$20,689,750$19,807,081-$882,669-4.27%
Canada Pension Plan Investment Board0.01%3,450,000$20,267,358$19,354,500-$912,858-4.50%
Gamco Investors, Inc. Et Al0.17%3,141,258$18,407,769$17,622,457-$785,312-4.27%
Cibc World Market Inc.0.03%2,962,964$17,408,327$16,622,228-$786,099-4.52%
Charles Schwab Investment Management Inc0.00%2,857,844$16,799,590$16,032,505-$767,085-4.57%
Price T Rowe Associates Inc0.00%2,757,488$16,159,000$15,469,508-$689,492-4.27%
Td Asset Management Inc0.01%2,604,410$15,309,800$14,610,740-$699,060-4.57%
State Street Corp0.00%2,307,600$13,672,530$12,945,636-$726,894-5.32%
Citadel Advisors Llc0.01%2,281,940$13,372,169$12,801,683-$570,486-4.27%
Gabelli Funds Llc0.08%2,170,595$12,719,687$12,177,038-$542,649-4.27%
Jupiter Asset Management Ltd0.06%2,019,617$11,872,145$11,330,051-$542,094-4.57%
Ubs Group Ag0.00%1,992,874$11,678,241$11,180,023-$498,218-4.27%
Trexquant Investment Lp0.06%1,768,063$10,360,849$9,918,833-$442,016-4.27%
Blackrock, Inc.0.00%1,767,727$10,358,878$9,916,948-$441,930-4.27%
Rwc Asset Management Llp0.33%1,742,882$8,766,696$9,777,568+$1,010,872+11.53%
Showing 50 of 236

Frequently asked questions about AQN

  • Who are the largest institutional holders of AQN?

    The largest institutional holders of AQN reported in the latest SEC Form 13F filings include Edgepoint Investment Group Inc., Starboard Value Lp, Fil Ltd, Vanguard Capital Management Llc, and Bank Of Montreal. InsiderSet ranks institutional holders by their latest reported AQN position.

  • What is AQN institutional ownership?

    This page tracks AQN positions reported by institutional investment managers through SEC Form 13F. ALGONQUIN POWER & UTILITIES (AQN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own AQN?

    InsiderSet currently tracks 236 institutional managers reporting AQN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AQN shareholders.

  • How much AQN stock do institutions own?

    Institutional investment managers disclosed approximately $2.99B in AQN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was AQN institutional ownership last updated?

    The latest AQN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional AQN holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AQN position after the reporting date.

  • Are institutions buying or selling AQN?

    Institutional buying and selling can be analyzed by comparing AQN positions across consecutive 13F reporting periods. InsiderSet's AQN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AQN ownership changes.

  • How has AQN institutional ownership changed over time?

    InsiderSet tracks AQN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.