DaveManuel.com · Institutional Ownership · Who Owns It
ALGONQUIN POWER & UTILITIES (AQN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
240
Reporting holders
$3.1B
Reported value
0.1%
Calls
0.1%
Puts
-11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | $519.2M | 88,374,416 | 3.92% | 14q | +8.5%+$40.5M |
| Starboard Value LP | $335.1M | 57,189,420 | 7.41% | 13q | HELD |
| FIL Ltd | $231.3M | 39,334,903 | 0.17% | 27q | +3.2%+$7.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $132.4M | 22,524,576 | 0.00% | 2q | +0.7%+$861.9K |
| BANK OF MONTREAL /CAN/ | $121.3M | 20,655,228 | 0.04% | 31q | +2.5%+$2.9M |
| Mitsubishi UFJ Trust & Banking Corp | $87.1M | 14,817,756 | 0.19% | 2q | +17.1%+$12.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $79.8M | 13,576,227 | 0.50% | 12q | +2.0%+$1.6M |
| Clearbridge Investments, LLC | $79.1M | 13,497,531 | 0.07% | 2q | +5.1%+$3.9M |
| ROYAL BANK OF CANADA | $72.2M incl. $1.0M options CALL | 12,142,876 | 0.01% | 31q | -40.9%-$50.0M |
| PRINCIPAL FINANCIAL GROUP INC | $67.9M | 11,567,342 | 0.03% | 3q | -15.2%-$12.1M |
| MORGAN STANLEY | $66.6M | 11,360,898 | 0.00% | 35q | +60.2%+$25.0M |
| NORGES BANK | $64.7M | 11,021,783 | 0.01% | 32q | +1.1%+$679.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64.2M | 10,933,107 | 0.03% | 10q | +49.3%+$21.2M |
| GOLDMAN SACHS GROUP INC | $53.4M | 9,116,818 | 0.00% | 31q | +17.1%+$7.8M |
| BANK OF NOVA SCOTIA | $46.7M | 7,942,535 | 0.07% | 24q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $46.1M | 7,868,948 | 0.01% | 31q | +2.0%+$891.1K |
| NEUBERGER BERMAN GROUP LLC | $45.2M | 7,709,312 | 0.03% | 4q | HELD |
| D. E. Shaw & Co., Inc. | $44.1M | 7,517,208 | 0.02% | 12q | +121.0%+$24.1M |
| VANGUARD FIDUCIARY TRUST CO | $40.2M | 6,834,892 | 0.01% | 2q | +0.8%+$337.7K |
| ARIEL INVESTMENTS, LLC | $38.7M | 6,608,611 | 0.39% | 6q | -66.4%-$76.4M |
| Legal & General Group Plc | $37.6M | 6,388,376 | 0.01% | 31q | -2.9%-$1.1M |
| PRIVATE MANAGEMENT GROUP INC | $36.8M | 6,275,813 | 0.97% | 8q | -1.3%-$501.1K |
| FIRST TRUST ADVISORS LP | $32.4M | 5,525,283 | 0.02% | 25q | -1.7%-$560.1K |
| Vanguard Global Advisers, LLC | $30.6M | 5,197,093 | 0.01% | 2q | +10.0%+$2.8M |
| PICTON MAHONEY ASSET MANAGEMENT | $30.4M | 5,190,063 | 0.23% | 5q | +6.3%+$1.8M |
| Horizon Investments, LLC | $30.2M | 292,847? | 0.33% | 4q | |
| NATIONAL BANK OF CANADA /FI/ | $29.9M incl. $1.1M options CALL+PUT | 4,914,747 | 0.02% | 19q | -12.3%-$4.2M |
| CIBC Asset Management Inc | $28.7M | 4,764,192 | 0.06% | 31q | +12.2%+$3.1M |
| Russell Investments Group, Ltd. | $27.6M | 4,700,506 | 0.02% | 31q | +75.9%+$11.9M |
| Qube Research & Technologies Ltd | $27.1M | 4,617,013 | 0.03% | 7q | +131.8%+$15.4M |
| Federation des caisses Desjardins du Quebec | $26.3M | 4,496,462 | 0.08% | 38q | +55.5%+$9.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.3M | 4,480,017 | 0.02% | 31q | HELD |
| TORONTO DOMINION BANK | $26.2M incl. $54.6K options CALL+PUT | 4,446,776 | 0.03% | 31q | +18.6%+$4.1M |
| BARCLAYS PLC | $22.0M | 3,746,200 | 0.00% | 17q | +457.6%+$18.0M |
| INTACT INVESTMENT MANAGEMENT INC. | $21.8M | 3,714,919 | 0.62% | 31q | +12.5%+$2.4M |
| BANK OF AMERICA CORP /DE/ | $21.6M | 3,687,289 | 0.00% | 31q | +3.7%+$768.8K |
| Man Group plc | $20.7M | 3,530,674 | 0.03% | 5q | -26.9%-$7.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $20.3M | 3,450,000 | 0.01% | 3q | +360.0%+$15.9M |
| GAMCO INVESTORS, INC. ET AL | $18.4M | 3,141,258 | 0.17% | 9q | -1.9%-$352.7K |
| CIBC WORLD MARKET INC. | $17.7M incl. $293.8K options CALL | 2,962,964 | 0.03% | 31q | +10.4%+$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.8M | 2,857,844 | 0.00% | 9q | +6.8%+$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $16.2M | 2,757,488 | 0.00% | 2q | +26.4%+$3.4M |
| TD Asset Management Inc | $15.3M | 2,604,410 | 0.01% | 31q | +1.4%+$208.8K |
| STATE STREET CORP | $13.7M | 2,307,600 | 0.00% | 29q | -7.5%-$1.1M |
| CITADEL ADVISORS LLC | $13.6M incl. $250.2K options CALL | 2,281,940 | 0.00% | 23q | +49.3%+$4.5M |
| RWC Asset Management LLP | $13.6M | 2,317,719 | 0.51% | 5q | +3.9%+$505.2K |
| GABELLI FUNDS LLC | $12.7M | 2,170,595 | 0.08% | 15q | HELD |
| JUPITER ASSET MANAGEMENT LTD | $11.9M | 2,019,617 | 0.06% | 6q | HELD |
| UBS Group AG | $11.7M | 1,992,874 | 0.00% | 31q | -14.1%-$1.9M |
| Trexquant Investment LP | $10.4M | 1,768,063 | 0.06% | 8q | +77.9%+$4.5M |
| BlackRock, Inc. | $10.4M | 1,767,727 | 0.00% | 8q | +49.1%+$3.4M |
| TD Waterhouse Canada Inc. | $8.8M | 1,604,081 | 0.02% | 10q | +4.2%+$351.1K |
| Swiss National Bank | $8.4M | 1,433,900 | 0.00% | 31q | -0.8%-$65.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8.4M | 1,426,096 | 0.02% | 7q | -55.5%-$10.4M |
| MACKENZIE FINANCIAL CORP | $8.2M | 982,323 | 0.01% | 31q | +7.2%+$551.2K |
| Krilogy Financial LLC | $8.1M | 1,387,400 | 0.24% | 12q | HELD |
| HEARTLAND ADVISORS INC | $8.0M | 1,367,030 | 0.36% | 3q | -1.8%-$146.5K |
| TWO SIGMA INVESTMENTS, LP | $6.6M | 1,120,966 | 0.00% | 10q | +325.4%+$5.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $6.5M | 1,104,534 | 0.00% | 5q | +8.0%+$481.2K |
| RENAISSANCE TECHNOLOGIES LLC | $6.4M | 1,091,255 | 0.01% | 8q | -44.0%-$5.0M |
| Point72 Asset Management, L.P. | $6.2M | 1,053,289 | 0.01% | 4q | +4.6%+$272.1K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $6.2M | 1,052,939 | 0.01% | 3q | +4.2%+$246.8K |
| Greenland Capital Management LP | $5.7M | 975,010 | 0.71% | 4q | +5.0%+$270.5K |
| Quantbot Technologies LP | $5.7M | 972,628 | 0.22% | 13q | +57.8%+$2.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.2M | 869,370 | 0.00% | 28q | +5.9%+$287.3K |
| Connor, Clark & Lunn Investment Management Ltd. | $5.0M | 847,500 | 0.01% | 5q | -71.6%-$12.5M |
| JANE STREET GROUP, LLC | $4.5M incl. $176.8K options CALL | 736,680 | 0.00% | 31q | +134.9%+$2.6M |
| Northwest & Ethical Investments L.P. | $4.3M | 739,919 | 0.10% | 25q | -21.3%-$1.2M |
| FRANKLIN RESOURCES INC | $4.3M | 740,779 | 0.00% | 30q | +29.7%+$993.5K |
| PDT Partners, LLC | $4.3M | 725,937 | 0.22% | 11q | HELD |
| Euro Pacific Asset Management, LLC | $4.2M | 703,450 | 0.48% | 14q | HELD |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $4.1M | 705,453 | 0.07% | 3q | +68.1%+$1.7M |
| CWA Asset Management Group, LLC | $4.1M | 701,578 | 0.13% | 7q | +13.3%+$481.2K |
| Balyasny Asset Management L.P. | $3.6M | 615,168 | 0.00% | 6q | -13.6%-$566.3K |
| SCOTIA CAPITAL INC. | $3.6M | 607,430 | 0.01% | 24q | -5.5%-$205.8K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 596,200 | 0.01% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.5M | 595,581 | 0.00% | 2q | +7.1%+$232.6K |
| Vanguard Investments Australia, Ltd. | $3.5M | 592,543 | 0.01% | 2q | +5.2%+$171.2K |
| SIG North Trading, ULC | $3.4M incl. $2.8M options CALL+PUT | 102,322 | 0.06% | 18q | -59.2%-$4.9M |
| Nuveen, LLC | $3.1M | 523,120 | 0.00% | 6q | -4.8%-$156.3K |
| MARSHALL WACE, LLP | $2.6M | 447,342 | 0.00% | new | NEW |
| CITIGROUP INC | $2.1M | 350,183 | 0.00% | 31q | +80.8%+$919.7K |
| Steward Partners Investment Advisory, LLC | $2.0M | 341,945 | 0.01% | 29q | +20865.4%+$2.0M |
| VAN ECK ASSOCIATES CORP | $1.9M | 327,910 | 0.00% | 8q | +9.0%+$158.4K |
| CREDIT AGRICOLE S A | $1.9M | 327,610 | 0.00% | 10q | +17.1%+$279.9K |
| HITE Hedge Asset Management LLC | $1.8M | 300,000 | 0.10% | 3q | HELD |
| ALPS ADVISORS INC | $1.7M | 289,098 | 0.01% | 2q | +35.1%+$439.9K |
| Police & Firemen's Retirement System of New Jersey | $1.6M incl. $1.6M options OPT | 268,670 | 0.01% | 7q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.5M | 263,163 | 0.00% | 31q | HELD |
| Invesco Ltd. | $1.5M | 259,001 | 0.00% | 31q | -93.7%-$22.5M |
| Baird Financial Group, Inc. | $1.5M | 256,046 | 0.00% | 2q | -1.0%-$15.7K |
| JPMORGAN CHASE & CO | $1.5M | 251,164 | 0.00% | 31q | -91.4%-$16.0M |
| Quinn Opportunity Partners LLC | $1.5M | 250,000 | 0.07% | 12q | -15.3%-$263.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 248,765 | 0.00% | 28q | HELD |
| Beutel, Goodman & Co Ltd. | $1.4M | 238,225 | 0.01% | 6q | -2.1%-$29.4K |
| AMERICAN CENTURY COMPANIES INC | $1.4M | 234,146 | 0.00% | 26q | +20.0%+$229.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 223,430 | 0.00% | 23q | +14.7%+$167.5K |
| 111 Capital | $1.3M | 219,011 | 0.22% | 2q | +849.9%+$1.2M |
| Tacita Capital Inc | $1.2M | 210,803 | 0.67% | 23q | +248.7%+$882.3K |
| NATIXIS | $1.2M | 203,016 | 0.00% | 22q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G/A | EdgePoint Investment Group Inc. | 2.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $42.1M | 8,255,414 | 5 | 14 | 8 | 0.0% |
| Q2 2026 | 240 | $3.1B | 527,363,157 | 22 | 97 | 65 | 0.2% |
| Q1 2026 | 251 | $3.2B | 517,533,961 | 33 | 87 | 75 | 0.3% |
| Q4 2025 | 248 | $3.2B | 521,731,637 | 29 | 82 | 83 | 0.2% |
| Q3 2025 | 244 | $2.7B | 506,134,752 | 32 | 82 | 74 | 0.3% |
| Q2 2025 | 239 | $2.9B | 499,557,951 | 38 | 73 | 82 | 1.4% |
| Q1 2025 | 233 | $2.4B | 459,678,941 | 30 | 89 | 68 | 1.8% |
| Q4 2024 | 226 | $1.9B | 427,674,770 | 28 | 75 | 80 | 1.4% |
| Q3 2024 | 239 | $2.4B | 412,131,095 | 32 | 88 | 81 | 7.3% |
| Q2 2024 | 262 | $2.4B | 406,696,522 | 53 | 83 | 78 | 1.1% |
| Q1 2024 | 237 | $2.4B | 378,820,414 | 28 | 83 | 86 | 0.3% |
| Q4 2023 | 257 | $2.4B | 382,584,748 | 44 | 90 | 85 | 0.9% |
| Q3 2023 | 268 | $2.4B | 394,458,097 | 37 | 90 | 91 | 1.2% |
| Q2 2023 | 281 | $3.3B | 386,598,344 | 43 | 88 | 83 | 1.8% |
| Q1 2023 | 285 | $3.2B | 371,475,102 | 69 | 82 | 81 | 1.0% |
| Q4 2022 | 271 | $2.1B | 315,982,854 | 64 | 84 | 89 | 1.2% |
| Q3 2022 | 253 | $8.9B | 751,474,786 | 29 | 91 | 78 | 0.3% |
| Q2 2022 | 262 | $8.2B | 541,041,468 | 33 | 101 | 67 | 0.5% |
| Q1 2022 | 245 | $11.5B | 704,457,607 | 36 | 91 | 67 | 0.3% |
| Q4 2021 | 250 | $10.4B | 679,321,304 | 30 | 99 | 70 | 0.2% |
| Q3 2021 | 235 | $14.6B | 936,591,062 | 26 | 89 | 66 | 0.1% |
| Q2 2021 | 232 | $14.3B | 913,450,944 | 29 | 93 | 68 | 0.8% |
| Q1 2021 | 225 | $17.7B | 1,011,357,903 | 26 | 91 | 66 | 1.4% |
| Q4 2020 | 226 | $17.4B | 951,602,407 | 30 | 82 | 69 | 1.5% |
| Q3 2020 | 210 | $72.5B | 4,913,860,385 | 35 | 82 | 51 | 0.0% |
| Q2 2020 | 208 | $62.1B | 4,715,873,015 | 46 | 71 | 69 | 0.0% |
| Q1 2020 | 186 | $72.0B | 5,126,215,505 | 34 | 66 | 64 | 0.0% |
| Q4 2019 | 173 | $52.6B | 3,703,362,381 | 32 | 69 | 47 | 0.0% |
| Q3 2019 | 155 | $52.8B | 3,857,166,219 | 18 | 48 | 62 | 0.0% |
| Q2 2019 | 146 | $50.9B | 4,204,443,405 | 23 | 56 | 47 | 0.0% |
| Q1 2019 | 138 | $48.3B | 4,294,611,467 | 22 | 60 | 33 | 0.0% |
| Q4 2018 | 130 | $43.2B | 4,295,957,911 | 0 | 3 | 3 | 0.0% |