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Algonquin Power & Utilities (AQN)

CUSIP: 015857105 | NYSE | Utilities · Utilities - Diversified | Mid Cap | 820 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFIL Limited69,664,9039.0%+30,330,000Sep 30, 2026No 13F filer matched
13G/AEdgePoint Investment Group Inc.15,507,2352.0%Newly reportedSep 30, 202692d ahead of 13F (88,374,416 sh) · −72,867,181
13G/AFIL Limited69,664,903
9.0% of class · Sep 30, 2026+30,330,000
No 13F filer matched
13G/AEdgePoint Investment Group Inc.15,507,235
2.0% of class · Sep 30, 2026Newly reported
92d ahead of 13F (88,374,416 sh) · −72,867,181

Institutional Holders — Q3 2026

Principal Financial Group Inc10,146,588
0.0% of portfolio›$51.1M
Dimensional Fund Advisors LP7,943,727
0.0% of portfolio›$40.0M
Private Management Group Inc6,786,610
0.9% of portfolio›$34.1M
CIBC Asset Management Inc4,753,655
0.1% of portfolio›$24.6M
Intact Investment Management Inc.4,341,019
0.7% of portfolio›$21.8M
RWC Asset Management LLP1,742,882
0.3% of portfolio›$8.8M
TD Waterhouse Canada Inc.1,653,904
0.0% of portfolio›$8.3M
Krilogy Financial LLC1,487,400
0.2% of portfolio›$7.6M
MacKenzie Financial Corp1,140,641
0.0% of portfolio›$5.7M
Wedge Capital Management L L P835,509
0.1% of portfolio›$4.2M
CWA Asset Management Group, LLC807,139
0.1% of portfolio›$4.1M
Euro Pacific Asset Management, LLC702,850
0.3% of portfolio›$3.5M
Citigroup Inc486,365
0.0% of portfolio›$2.4M
Alps Advisors Inc313,835
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC239,388
0.0% of portfolio›$1.2M
Beutel, Goodman & Co Ltd.209,625
0.0% of portfolio›$1.1M
John G Ullman & Associates Inc153,350
0.1% of portfolio›$771.4K
Pictet Asset Management Holding SA145,655
0.0% of portfolio›$733.5K
Hennessy Advisors Inc145,564
0.0% of portfolio›$732.2K
Value Partners Investments Inc.139,788
0.0% of portfolio›$704.5K
Counterpoint Mutual Funds LLC114,431
0.0% of portfolio›$575.6K
DekaBank Deutsche Girozentrale111,845
0.0% of portfolio›$572
Creative Planning90,870
0.0% of portfolio›$457.1K
Guardian Partners Inc.87,663
0.0% of portfolio›$441.4K
Allspring Global Investments Holdings, LLC74,000
0.0% of portfolio›$372.2K
Signaturefd, LLC68,917
0.0% of portfolio›$346.7K
Focused Alpha, LLC50,535
0.1% of portfolio›$254.2K
Swiss Life Asset Management Ltd48,534
0.0% of portfolio›$244.4K
Bfsg, LLC46,816
0.0% of portfolio›$235.5K
Post Resch Tallon Group Inc.41,500
0.1% of portfolio›$208.7K
Samalin Investment Counsel, LLC41,472
0.1% of portfolio›$208.6K
US Bancorp \de\35,328
0.0% of portfolio›$177.7K
Assetmark, Inc32,654
0.0% of portfolio›$164.3K
Glenview Trust Co31,818
0.0% of portfolio›$160.0K
United Advisor Group, LLC26,590
0.0% of portfolio›$133.8K
Cambridge Investment Research Advisors, Inc.23,094
0.0% of portfolio›$116.0K
Bank of New York Mellon Corp19,701
0.0% of portfolio›$99.1K
Chicago Partners Investment Group LLC19,502
0.0% of portfolio›$105.5K
Cidel Asset Management Inc18,830
0.0% of portfolio›$94.8K
Kingswood Wealth Advisors, LLC16,660
0.0% of portfolio›$83.8K
Evergreen Capital Management LLC15,007
0.0% of portfolio›$76.5K
Prospera Financial Services Inc14,744
0.0% of portfolio›$80.5K
Concurrent Investment Advisors, LLC12,700
0.0% of portfolio›$63.9K
A. D. Beadell Investment Counsel, Inc.12,500
0.0% of portfolio›$62
Sky Investment Group LLC12,000
0.0% of portfolio›$60.4K
Ethic Inc.11,798
0.0% of portfolio›$59.3K
Wedbush Securities Inc11,200
0.0% of portfolio›$56.0K
August Group Capital Ltd10,309
0.1% of portfolio›$51.9K
Farther Finance Advisors, LLC8,052
0.0% of portfolio›$40.6K
Pacifica Partners Inc.5,950
0.0% of portfolio›$29.8K
SBI Securities Co., Ltd.5,238
0.0% of portfolio›$26.3K
Hilltop National Bank5,000
0.0% of portfolio›$25.2K
Central Pacific Bank - Trust Division5,000
0.0% of portfolio›$25.2K
Simplex Trading, LLC3,909
0.0% of portfolio›$19.7K
First Bancorp, Inc3,671
0.0% of portfolio›$18.5K
Tompkins Financial Corp3,000
0.0% of portfolio›$15.1K
EverSource Wealth Advisors, LLC2,610
0.0% of portfolio›$13.1K
Lanark Financial, Inc.2,160
0.0% of portfolio›$10.9K
North Star Investment Management Corp.1,800
0.0% of portfolio›$9.1K
Parallel Advisors, LLC1,765
0.0% of portfolio›$8.9K
Westside Investment Management, Inc.1,355
0.0% of portfolio›$6.9K
Physician Wealth Advisors, Inc.619
0.0% of portfolio›$3.1K
SJS Investment Consulting Inc.400
0.0% of portfolio›$2.0K
Breakwater Investment Management333
0.0% of portfolio›$1.7K
Valley National Advisers Inc325
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd276
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc247
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.137
0.0% of portfolio›$689
MV Capital Management, Inc.104
0.0% of portfolio›$524
Pinnacle Wealth Planning Services, Inc.58
0.0% of portfolio›$292
Center for Financial Planning, Inc.2
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Principal Financial Group Inc
10,146,588$51.1M0.0%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
7,943,727$40.0M0.0%IndexLowAustin, TX2026-11-04
Private Management Group Inc
6,786,610$34.1M0.9%YieldLowIrvine, CA2026-11-04
CIBC Asset Management Inc
4,753,655$24.6M0.1%GARPLowToronto, South Africa2026-11-05
Intact Investment Management Inc.
4,341,019$21.8M0.7%YieldHighMontreal, Austria2026-11-03
RWC Asset Management LLP
1,742,882$8.8M0.3%YieldMediumLondon, United Kingdom2026-10-22
TD Waterhouse Canada Inc.
1,653,904$8.3M0.0%CoreLowToronto, Australia2026-10-16
Krilogy Financial LLC
1,487,400$7.6M0.2%GrowthLowSt. Louis, MO2026-10-13
MacKenzie Financial Corp
1,140,641$5.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Wedge Capital Management L L P
835,509$4.2M0.1%ValueMediumCharlotte, NC2026-10-13
CWA Asset Management Group, LLC
807,139$4.1M0.1%CoreMediumNaples, FL2026-10-19
Euro Pacific Asset Management, LLC
702,850$3.5M0.3%GARPLowDorado, PR2026-11-03
Citigroup Inc
486,365$2.4M0.0%CoreMediumNew York, NY2026-11-04
Alps Advisors Inc
313,835$1.6M0.0%YieldLowDenver, CO2026-11-03
Commonwealth Equity Services, LLC
239,388$1.2M0.0%ETFLowWaltham, MA2026-11-02
Beutel, Goodman & Co Ltd.
209,625$1.1M0.0%ValueMediumToronto, Australia2026-11-04
John G Ullman & Associates Inc
153,350$771.4K0.1%CoreLowCorning, NY2026-11-04
Pictet Asset Management Holding SA
145,655$733.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Hennessy Advisors Inc
145,564$732.2K0.0%Deep ValueMediumNovato, CA2026-10-28
Value Partners Investments Inc.
139,788$704.5K0.0%ValueMediumWinnipeg, Argentina2026-10-19
Counterpoint Mutual Funds LLC
114,431$575.6K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
DekaBank Deutsche Girozentrale
111,845$5720.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
90,870$457.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Guardian Partners Inc.
87,663$441.4K0.0%ValueMediumToronto, South Africa2026-10-21
Allspring Global Investments Holdings, LLC
74,000$372.2K0.0%CoreMediumCharlotte, NC2026-11-04
Signaturefd, LLC
68,917$346.7K0.0%IndexLowAtlanta, GA2026-10-23
Focused Alpha, LLC
50,535$254.2K0.1%CoreMediumDenver, CO2026-10-20
Swiss Life Asset Management Ltd
48,534$244.4K0.0%CoreLowZurich, Switzerland2026-11-03
Bfsg, LLC
46,816$235.5K0.0%CoreLowIrvine, CA2026-10-30
Post Resch Tallon Group Inc.
41,500$208.7K0.1%ETFLowPittsford, NY2026-10-09
Samalin Investment Counsel, LLC
41,472$208.6K0.1%YieldMediumChappaqua, NY2026-10-23
US Bancorp \de\
35,328$177.7K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
32,654$164.3K0.0%ETFLowConcord, CA2026-10-21
Glenview Trust Co
31,818$160.0K0.0%GrowthVery LowLouisville, KY2026-10-28
United Advisor Group, LLC
26,590$133.8K0.0%ETFLowCincinnati, OH2026-11-03
Cambridge Investment Research Advisors, Inc.
23,094$116.0K0.0%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
19,701$99.1K0.0%CoreLowNew York, NY2026-11-05
Chicago Partners Investment Group LLC
19,502$105.5K0.0%GARPLowChicago, IL2026-10-27
Cidel Asset Management Inc
18,830$94.8K0.0%CoreMediumToronto, Australia2026-10-29
Kingswood Wealth Advisors, LLC
16,660$83.8K0.0%GrowthLowSan Diego, CA2026-10-23
Evergreen Capital Management LLC
15,007$76.5K0.0%GARPMediumBellevue, WA2026-10-23
Prospera Financial Services Inc
14,744$80.5K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
12,700$63.9K0.0%GrowthMediumTampa, FL2026-10-16
A. D. Beadell Investment Counsel, Inc.
12,500$620.0%ValueLowMequon, WI2026-10-14
Sky Investment Group LLC
12,000$60.4K0.0%CoreVery LowHartford, CT2026-10-30
Ethic Inc.
11,798$59.3K0.0%CoreLowNew York, NY2026-11-03
Wedbush Securities Inc
11,200$56.0K0.0%CoreLowPasadena, CA2026-10-22
August Group Capital Ltd
10,309$51.9K0.1%GrowthMediumToronto, Australia2026-10-14
Farther Finance Advisors, LLC
8,052$40.6K0.0%IndexLowSan Francisco, CA2026-10-08
Pacifica Partners Inc.
5,950$29.8K0.0%CoreLowSurrey, South Africa2026-10-09
SBI Securities Co., Ltd.
5,238$26.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hilltop National Bank
5,000$25.2K0.0%CoreLowCasper, WY2026-10-14
Central Pacific Bank - Trust Division
5,000$25.2K0.0%CoreMediumHonolulu, HI2026-10-06
Simplex Trading, LLC
3,909$19.7K0.0%CoreVery HighChicago, IL2026-11-04
First Bancorp, Inc
3,671$18.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Tompkins Financial Corp
3,000$15.1K0.0%CoreLowIthaca, NY2026-10-05
EverSource Wealth Advisors, LLC
2,610$13.1K0.0%CoreMediumBirmingham, AL2026-11-04
Lanark Financial, Inc.
2,160$10.9K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
1,800$9.1K0.0%CoreLowChicago, IL2026-10-27
Parallel Advisors, LLC
1,765$8.9K0.0%IndexLowSan Francisco, CA2026-11-03
Westside Investment Management, Inc.
1,355$6.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Physician Wealth Advisors, Inc.
619$3.1K0.0%ETFMediumMidvale, UT2026-10-20
SJS Investment Consulting Inc.
400$2.0K0.0%ETFVery LowSylvania, OH2026-10-26
Breakwater Investment Management
333$1.7K0.0%ETFLowSeattle, WA2026-10-20
Valley National Advisers Inc
325$1.6K0.0%ETFLowBethlehem, PA2026-10-23
Caitong International Asset Management Co., Ltd
276$1.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bell Investment Advisors, Inc
247$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Silver Grove Financial Group, Inc.
137$6890.0%CoreMediumOrchard Park, NY2026-11-05
MV Capital Management, Inc.
104$5240.0%ETFLowBethesda, MD2026-10-29
Pinnacle Wealth Planning Services, Inc.
58$2920.0%GARPLowMansfield, OH2026-10-27
Center for Financial Planning, Inc.
2$100.0%ETFLowSouthfied, MI2026-10-26