AQN · Company research
Algonquin Power & Utilities Corp (AQN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableUtilities
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 15090000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1624 | 9517 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109141 | 660 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 701578 | 4111250 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11567342 | 67873108 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1236 | 7243 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1367030 | 8010796 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1922371 | 11265094 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99535 | 584320 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5197093 | 30558907 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5845 | 34342 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42156 | 247034 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263163 | 1546981 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IAT REINSURANCE CO LTD. | 1633625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 509400 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 29300 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 982323 | 8192574 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88590 | 519137 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46867 | 274727 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65083 | 381386 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATURAL INVESTMENTS, LLC | 1800245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20177 | 118 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 2872 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7049143 | 41307978 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4851 | 28427 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3450000 | 20267358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 1465 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4764192 | 28745485 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13680 | 80165 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14296 | 84704 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 327910 | 1926339 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33806 | 198103 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 615168 | 3604884 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Foundations Investment Advisors, LLC | 1743404 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10506 | 61565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tacita Capital Inc | 1846287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210803 | 1237173 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bayesian Capital Management, LP | 1632551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40800 | 239088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234146 | 1376892 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6550 | 38000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16500 | 96690 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75302 | 441270 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156399 | 917076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 757766 | 4523425 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BCV Asset Management Inc. | 2110721 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98524 | 589581 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10933107 | 64218620 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RWC Asset Management LLP | 1520478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2317719 | 13581833 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15297 | 89633 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 719 | 4214 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22524576 | 132444507 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 341945 | 2003799 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| August Group Capital Ltd | 2107394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10582 | 62011 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 989 | 5796 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54104 | 317049 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12700 | 74422 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2146 | 12576 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1487438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17398 | 101952 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1177595 | 6900707 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA TRUST CO | 1335382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22500 | 131850 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Terril Brothers, Inc. | 314169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56328 | 330082 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4304 | 25221 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1088388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34741 | 203582 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1228242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13576227 | 79754854 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Glenview Trust Co | 1691827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14825 | 91025 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5525283 | 32378158 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swiss Life Asset Management Ltd | 1637689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48078 | 281924 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 523120 | 3075116 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1140610 | 6683975 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| SCOTIA CAPITAL INC. | 1335644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 607430 | 3563135 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 701949 | 4113421 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44699 | 261934 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1433900 | 8407428 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3671 | 21512 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198667 | 1164188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5110 | 29945 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2307600 | 13672530 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12374004 | 72511660 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 619 | 3628 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137 | 803 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIG North Trading, ULC | 1868643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247100 | 1448006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40953 | 240 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 596200 | 3502434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1685031 | 9905310 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 1342 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.