Avista Corp
AVA- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000104918
In the last 90 days, Avista Corp insiders filed 0 open-market purchases and 1 sale; 419 institutions reported holding it in 13F filings for Q2 2026, worth $3.05B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Avista Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 255
- +4 vs. Q1 2021
- Shares held
- 57.7M
- −748.8K (−1.3%) vs. Q1 2021
- Total value
- $2.46B
- −$318.3M (−11.5%) vs. Q1 2021
- New holders
- 29
- 82 more added
- Sold out
- 25
- 82 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 419 | $3.05B |
| Q1 2026 | 405 | $2.84B |
| Q4 2025 | 405 | $2.71B |
| Q3 2025 | 380 | $2.59B |
| Q2 2025 | 371 | $2.64B |
| Q1 2025 | 374 | $2.87B |
| Q4 2024 | 332 | $2.53B |
| Q3 2024 | 330 | $2.63B |
| Q2 2024 | 315 | $2.34B |
| Q1 2024 | 303 | $2.34B |
| Q4 2023 | 288 | $2.38B |
| Q3 2023 | 266 | $2.16B |
| Q2 2023 | 262 | $2.68B |
| Q1 2023 | 270 | $2.90B |
| Q4 2022 | 289 | $2.93B |
| Q3 2022 | 279 | $2.29B |
| Q2 2022 | 274 | $2.65B |
| Q1 2022 | 275 | $2.76B |
| Q4 2021 | 261 | $2.53B |
| Q3 2021 | 256 | $2.27B |
| Q2 2021 | 255 | $2.46B |
| Q1 2021 | 251 | $2.78B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 17 | $0 | 0.00% | +12+240.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 63 | $2.69K | 0.00% | +32+103.2% | Added |
| Federated Hermes, Inc. | 81 | $3.00K | 0.00% | −111−57.8% | Reduced |
| Key Financial Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 84 | $3.00K | 0.00% | +84 | New |
| McIlrath & Eck, LLC | 101 | $4.00K | 0.00% | +101 | New |
| First Horizon Corp | 128 | $5.00K | 0.00% | −28−17.9% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 125 | $5.00K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 148 | $6.00K | 0.00% | +14+10.4% | Added |
| Sageworth Trust Co | 140 | $6.00K | 0.00% | +140 | New |
| Federation des caisses Desjardins du Quebec | 150 | $6.40K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 181 | $8.00K | 0.00% | −21−10.4% | Reduced |
| Allworth Financial LP | 195 | $8.00K | 0.00% | +2+1.0% | Added |
| Gemmer Asset Management LLC | 198 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 197 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 183 | $8.00K | 0.00% | +183 | New |
| Signaturefd, LLC | 212 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 263 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 304 | $12.0K | 0.00% | −99−24.6% | Reduced |
| Bessemer Group Inc | 294 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 311 | $13.0K | 0.00% | +100+47.4% | Added |
| BBVA USA | 296 | $13.0K | 0.00% | +296 | New |
| Advisory Services Network, LLC | 293 | $13.0K | 0.00% | +293 | New |
| TCI Wealth Advisors, Inc. | 349 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 400 | $17.0K | 0.00% | +300+300.0% | Added |
| Cutler Group LP | 400 | $17.0K | 0.00% | +400 | New |
| Thompson Siegel & Walmsley LLC | 450 | $19.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 489 | $21.0K | 0.00% | +10+2.1% | Added |
| Princeton Global Asset Management LLC | 500 | $21.0K | 0.01% | +500 | New |
| First Horizon Advisors, Inc. | 518 | $22.0K | 0.00% | −25−4.6% | Reduced |
| Geneos Wealth Management Inc. | 602 | $25.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 600 | $25.0K | 0.00% | +600 | New |
| Delta Asset Management LLC | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 630 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $32.8K | 0.02% | −35,904−97.9% | Reduced |
| Cedar Mountain Advisors, LLC | 767 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 947 | $40.0K | 0.01% | +36+4.0% | Added |
| Carroll Financial Associates, Inc. | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $43.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,123 | $48.0K | 0.00% | −51−4.3% | Reduced |
| Harbour Investments, Inc. | 1,158 | $49.0K | 0.00% | +76+7.0% | Added |
| Sutton Wealth Advisors Inc. | 1,169 | $49.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,188 | $51.0K | 0.01% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 1,236 | $53.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,298 | $55.0K | 0.02% | −119−8.4% | Reduced |
| STRS Ohio | 1,400 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,749 | $75.0K | 0.01% | +1,749 | New |
| IFP Advisors, Inc | 1,990 | $85.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,961 | $126.0K | 0.05% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 4,700 | $201.0K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,721 | $201.0K | 0.01% | +4,721 | New |
| Citadel Advisors LLC | 4,796 | $204.0K | 0.00% | −85,549−94.7% | Reduced |
| Point72 Hong Kong Ltd | 4,792 | $204.0K | 0.01% | +4,792 | New |
| Brandes Investment Partners, LP | 4,826 | $206.0K | 0.00% | −1,785−27.0% | Reduced |
| AQR Capital Management LLC | 4,933 | $210.0K | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 4,914 | $210.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,970 | $212.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,040 | $215.0K | 0.01% | +5,040 | New |
| Pictet Asset Management Ltd | 5,100 | $218.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,174 | $221.0K | 0.00% | +57+1.1% | Added |
| 6 Meridian | 5,317 | $227.0K | 0.02% | −211−3.8% | Reduced |
| Ergoteles LLC | 5,500 | $235.0K | 0.01% | −145,825−96.4% | Reduced |
| Kayne Anderson Capital Advisors LP | 5,500 | $235.0K | 0.01% | +5,500 | New |
| Ameritas Investment Partners, Inc. | 5,594 | $239.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,700 | $244.0K | 0.02% | +5,700 | New |
| Hancock Whitney Corp | 6,079 | $259.0K | 0.01% | +6,079 | New |
| Dorsey & Whitney Trust CO LLC | 6,222 | $265.0K | 0.03% | +6,222 | New |
| Laurel Wealth Advisors, Inc. | 6,224 | $266.0K | 0.03% | −748−10.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,322 | $270.0K | 0.01% | +150+2.4% | Added |
| Wintrust Investments LLC | 6,397 | $273.0K | 0.03% | +1,484+30.2% | Added |
| American Century Companies Inc | 6,424 | $274.0K | 0.00% | −53,989−89.4% | Reduced |
| Advisor Partners LLC | 6,490 | $277.0K | 0.02% | +20.0% | Added |
| D.A. Davidson & Co. | 6,529 | $279.0K | 0.00% | −420−6.0% | Reduced |
| Susquehanna International Group, LLP | 6,649 | $284.0K | 0.00% | −106,108−94.1% | Reduced |
| AXA S.A. | 6,700 | $286.0K | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 6,780 | $289.0K | 0.01% | −470−6.5% | Reduced |
| CWM, LLC | 6,939 | $296.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,139 | $305.0K | 0.00% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 7,333 | $313.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 7,650 | $326.0K | 0.01% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 7,659 | $327.0K | 0.02% | +959+14.3% | Added |
| CIBC Asset Management Inc | 7,704 | $329.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,569 | $366.0K | 0.01% | +7,300+575.3% | Added |