AQN
Algonquin Power & Utilities Corp. · Utilities · Diversified Utilities
Momentum inputs (comparable managers):
holder breadth -2.1% ·
share flow +3.4% ·
net new positions -1.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 94 | -2 | 361.10M | $2.12B | +3 | −4 |
| Q1 2026 | 96 | +4 | 338.36M | $2.07B | +7 | −4 |
| Q4 2025 | 93 | 0 | 343.89M | $2.12B | +1 | — |
| Q3 2025 | 19 | +1 | 138.66M | $747.23M | +2 | −2 |
| Q2 2025 | 16 | +2 | 129.11M | $741.68M | +3 | −1 |
| Q1 2025 | 11 | +1 | 91.42M | $472.22M | +1 | — |
| Q4 2024 | 10 | -1 | 86.51M | $386.35M | — | −1 |
| Q3 2024 | 10 | -1 | 77.11M | $421.78M | +1 | −2 |
| Q2 2024 | 11 | — | 83.29M | $489.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Starboard Value ✦ | 57.19M | 0.0% | $335.13M | 7.4% | Held | 9 | SEC ↗ |
| 2 | FIL Ltd | 39.33M | +3.2% | $231.31M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 22.52M | +0.7% | $132.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 20.66M | +2.5% | $121.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mitsubishi UFJ Trust & Banking Corp | 14.82M | +17.1% | $87.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Mitsubishi UFJ Trust & Banking Corp | 14.82M | +17.1% | $87.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Clearbridge Investments, LLC | 13.50M | +5.2% | $79.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Clearbridge Investments, LLC | 13.50M | +5.2% | $79.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 12.14M | -40.9% | $71.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Principal Financial Group Inc | 11.57M | -15.2% | $67.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 11.36M | +60.2% | $66.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Norges Bank ✦ (passive) | 11.02M | New | $64.75M | 0.0% | New | 1 | SEC ↗ |
| 33 | Arrowstreet Capital ✦ | 10.93M | +49.3% | $64.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 9.12M | +17.1% | $53.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 9.12M | +17.1% | $53.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 9.12M | +17.1% | $53.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Bank Of Nova Scotia | 7.94M | +0.1% | $46.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Dimensional Fund Advisors Lp | 7.87M | +2.0% | $46.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Dimensional Fund Advisors Lp | 7.87M | +2.0% | $46.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 7.87M | +2.0% | $46.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 7.87M | +2.0% | $46.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 7.87M | +2.0% | $46.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Neuberger Berman Group LLC | 7.71M | -0.3% | $45.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Neuberger Berman Group LLC | 7.71M | -0.3% | $45.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 7.52M | +121.0% | $44.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 7.52M | +121.0% | $44.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 47 | Legal & General Group Plc | 6.39M | -2.9% | $37.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Legal & General Group Plc | 6.39M | -2.9% | $37.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Legal & General Group Plc | 6.39M | -2.9% | $37.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | First Trust Advisors Lp | 5.53M | -1.7% | $32.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 4.91M | -12.3% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 4.91M | -12.3% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 4.91M | -12.3% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 4.91M | -12.3% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | CIBC Asset Management Inc | 4.76M | +12.2% | $28.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 4.70M | +76.0% | $27.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 4.62M | +131.8% | $27.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 4.48M | +0.3% | $26.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Toronto Dominion Bank | 4.45M | +18.6% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Toronto Dominion Bank | 4.45M | +18.6% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Toronto Dominion Bank | 4.45M | +18.6% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Barclays Plc | 3.75M | +457.6% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Barclays Plc | 3.75M | +457.6% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 3.69M | +3.7% | $21.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 3.69M | +3.7% | $21.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 3.69M | +3.7% | $21.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 3.69M | +3.7% | $21.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Man Group plc | 3.53M | -26.9% | $20.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Canada Pension Plan Investment Board | 3.45M | +360.0% | $20.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | GAMCO Investors ✦ | 3.14M | -1.9% | $18.41M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 77 | Cibc World Market Inc. | 2.96M | +10.4% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Charles Schwab Investment… | 2.86M | +6.8% | $16.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | T. Rowe Price ✦ | 2.76M | +26.4% | $16.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Td Asset Management Inc | 2.60M | +1.4% | $15.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | State Street Global Advisors ✦ (passive) | 2.31M | -7.5% | $13.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 2.28M | +49.3% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Citadel Advisors ✦ | 2.28M | +49.3% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | UBS Group AG | 1.99M | -14.1% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | UBS Group AG | 1.99M | -14.1% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | UBS Group AG | 1.99M | -14.1% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | BlackRock ✦ (passive) | 1.77M | +49.1% | $10.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | BlackRock ✦ (passive) | 1.77M | +49.1% | $10.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | BlackRock ✦ (passive) | 1.77M | +49.1% | $10.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 90 | BlackRock ✦ (passive) | 1.77M | +49.1% | $10.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 91 | BlackRock ✦ (passive) | 1.77M | +49.1% | $10.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | TD Waterhouse Canada Inc. | 1.60M | +4.2% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Swiss National Bank | 1.43M | -0.8% | $8.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Mackenzie Financial Corp | 982.32K | +7.2% | $8.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Two Sigma Investments ✦ | 1.12M | +325.4% | $6.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 96 | DZ BANK AG Deutsche Zentral… | 1.10M | +8.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Renaissance Technologies ✦ | 1.09M | -44.0% | $6.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 98 | Point72 Asset Management ✦ | 1.05M | +4.6% | $6.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | BNP Paribas Asset Management… | 1.05M | +4.2% | $6.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Geode Capital Management ✦ (passive) | 869.37K | +5.9% | $5.18M | 0.0% | ▲ Add | 9 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $64.75M | 0.0% |
Exited
| Gotham Asset Management | $1.23M | was 0.0% |
| Tidal Investments LLC | $659,890 | was 0.0% |
| State Of Wisconsin Investment… | $243,753 | was 0.0% |
| Simplex Trading, Llc | $100,867 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 246 holders, 513.78M shares, $3.12B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.