13FBOX
ALGONQUIN POWER & UTILITIES · 13F Institutional Holdings
Options Calculator Rankings

ALGONQUIN POWER & UTILITIES

AQN
Institutions
240
Combined AUM (Q2 2026)
$3.10B
Combined Shares (Q2 2026)
528.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+56.8M
128 · 24 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-49.6M
99 · 33 Exit · ≈
⚖️ Net
+7.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.10B
Institutions
240
New Buys
24
Adds
104
Reduces
66
Exits
33
Unchanged
46
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EdgePoint Investment Group Inc.
3.92%4%#2$519.2M88.4M$499.1M81.5M+6.9M+8.47%Add
Starboard Value LP
7.41%7.68%#1$335.1M57.2M$351.1M57.2M00.00%Unchanged
FIL Ltd
0.16%0.18%#21$231.3M39.3M$233.4M38.1M+1.2M+3.20%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#127$132.4M22.5M$137.1M22.4M+146,590+0.66%Add
BANK OF MONTREAL /CAN/
0.04%0.05%#48$121.3M20.7M$123.5M20.2M+499,658+2.48%Add
Mitsubishi UFJ Trust & Banking Corp
0.19%0.19%#18$87.1M14.8M$76.5M12.7M+2.2M+17.12%Add
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
0.5%0.48%#8$79.8M13.6M$81.5M13.3M+264,962+1.99%Add
Clearbridge Investments, LLC
0.07%0.07%#36$79.1M13.5M$78.8M12.8M+660,696+5.15%Add
ROYAL BANK OF CANADA
0.01%0.02%#82$72.2M12.3M$127.4M20.7M-8.4M-40.62%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.03%0.04%#51$67.9M11.6M$83.5M13.6M-2.1M-15.16%Reduce
MORGAN STANLEY
<0.01%<0.01%#121$66.6M11.4M$22.2M4.1M+7.2M+174.74%Add
NORGES BANK
0.01%0.01%#99$64.7M11.0M$36.4M7.1M+3.9M+55.61%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.03%0.02%#55$64.2M10.9M$44.9M7.3M+3.6M+49.33%Add
GOLDMAN SACHS GROUP INC
<0.01%0.01%#108$53.4M9.1M$47.8M7.8M+1.3M+17.05%Add
BANK OF NOVA SCOTIA
0.07%0.08%#32$46.7M7.9M$48.6M7.9M+11,083+0.14%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#92$46.1M7.9M$47.4M7.7M+152,052+1.97%Add
Neuberger Berman Group LLC
0.03%0.04%#54$45.2M7.7M$47.6M7.7M-25,588-0.33%Reduce
D. E. Shaw & Co., Inc.
0.02%0.01%#66$44.1M7.5M$20.9M3.4M+4.1M+120.95%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#88$40.2M6.8M$41.5M6.8M+57,436+0.85%Add
ARIEL INVESTMENTS, LLC
0.39%1.35%#10$38.7M6.6M$120.6M19.6M-13.0M-66.35%Reduce
Legal & General Group Plc
0.01%0.01%#95$37.6M6.4M$40.1M6.6M-188,050-2.86%Reduce
PRIVATE MANAGEMENT GROUP INC
0.97%1.12%#3$36.8M6.3M$39.1M6.4M-85,516-1.34%Reduce
FIRST TRUST ADVISORS LP
0.02%0.02%#68$32.4M5.5M$34.5M5.6M-95,573-1.70%Reduce
Vanguard Global Advisers, LLC
0.01%0.02%#73$30.6M5.2M$28.9M4.7M+472,372+10.00%Add
PICTON MAHONEY ASSET MANAGEMENT
0.23%0.22%#14$30.4M5.2M$29.9M4.9M+309,317+6.34%Add
NATIONAL BANK OF CANADA /FI/
0.03%0.03%#60$28.9M4.9M$34.3M5.6M-688,150-12.28%Reduce
CIBC Asset Management Inc
0.06%0.06%#37$28.7M4.8M$26.5M4.2M+516,561+12.16%Add
Russell Investments Group, Ltd.
0.02%0.02%#65$27.6M4.7M$16.3M2.7M+2.0M+75.95%Add
Qube Research & Technologies Ltd
0.03%0.01%#59$27.1M4.6M$12.2M2.0M+2.6M+131.79%Add
Federation des caisses Desjardins du Quebec
0.08%0.06%#30$26.3M4.5M$17.7M2.9M+1.6M+55.55%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02%0.02%#67$26.3M4.5M$27.4M4.5M+14,478+0.32%Add
TORONTO DOMINION BANK
0.03%0.03%#53$26.2M4.5M$23.1M3.8M+688,642+18.28%Add
BARCLAYS PLC
<0.01%<0.01%#116$22.0M3.7M$4.1M671,900+3.1M+457.55%Add
INTACT INVESTMENT MANAGEMENT INC.
0.62%0.58%#6$21.8M3.7M$20.2M3.3M+412,800+12.50%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#143$21.6M3.7M$21.8M3.6M+131,199+3.69%Add
Man Group plc
0.03%0.05%#52$20.7M3.5M$29.7M4.8M-1.3M-26.94%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.01%<0.01%#79$20.3M3.5M$4.6M750,000+2.7M+360.00%Add
GAMCO INVESTORS, INC. ET AL
0.17%0.19%#20$18.4M3.1M$19.7M3.2M-60,186-1.88%Reduce
CIBC WORLD MARKET INC.
0.03%0.03%#57$17.4M3.0M$16.8M2.7M+221,303+8.07%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#130$16.8M2.9M$16.3M2.7M+181,864+6.80%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#136$16.2M2.8M$13.4M2.2M+576,685+26.44%Add
TD ASSET MANAGEMENT INC
0.01%0.01%#74$15.3M2.6M$15.7M2.6M+35,514+1.38%Add
STATE STREET CORP
<0.01%<0.01%#180$13.7M2.3M$15.5M2.5M-187,300-7.51%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#137$13.6M2.3M$9.7M1.6M+744,421+47.11%Add
RWC Asset Management LLP
0.51%0.57%#7$13.6M2.3M$13.7M2.2M+86,219+3.86%Add
GABELLI FUNDS LLC
0.08%0.09%#29$12.7M2.2M$13.3M2.2M00.00%Unchanged
JUPITER ASSET MANAGEMENT LTD
0.06%0.07%#41$11.9M2.0M$12.3M2.0M00.00%Unchanged
UBS Group AG
<0.01%<0.01%#140$11.7M2.0M$14.2M2.3M-325,784-14.05%Reduce
Trexquant Investment LP
0.06%0.04%#39$10.4M1.8M$6.1M993,573+774,490+77.95%Add
BlackRock, Inc.
<0.01%<0.01%#204$10.4M1.8M$7.3M1.2M+581,792+49.06%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow