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, Q3 2021
Institutional positions in Avista Corp as of Sep 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
- 256
- +5 vs. Q2 2021
- Shares held
- 58.0M
- +392.8K (+0.7%) vs. Q2 2021
- Total value
- $2.27B
- −$189.1M (−7.7%) vs. Q2 2021
- New holders
- 31
- 88 more added
- Sold out
- 26
- 75 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 5,590 | $0 | 0.00% | −3,056−35.3% | Reduced |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 8 | $313 | 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 |
| Berman Capital Advisors, LLC | 27 | $1.00K | 0.00% | +10+58.8% | Added |
| Federated Hermes, Inc. | 51 | $2.00K | 0.00% | −30−37.0% | Reduced |
| Key Financial Inc | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 63 | $2.46K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 83 | $3.00K | 0.00% | −4,709−98.3% | Reduced |
| Parallel Advisors, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Northwestern Mutual Wealth Management Co | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $5.00K | 0.00% | +130 | New |
| Federation des caisses Desjardins du Quebec | 150 | $5.87K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $6.00K | 0.00% | +39+36.4% | Added |
| Cutler Group LP | 200 | $7.00K | 0.00% | −200−50.0% | Reduced |
| Signaturefd, LLC | 209 | $8.00K | 0.00% | −3−1.4% | Reduced |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 197 | $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 |
| Ellevest, Inc. | 192 | $8.00K | 0.00% | +11+6.1% | Added |
| Parkside Financial Bank & Trust | 212 | $8.00K | 0.00% | +64+43.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 263 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 270 | $11.0K | 0.00% | +87+47.5% | Added |
| BBVA USA | 296 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 294 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 311 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 416 | $16.0K | 0.00% | +67+19.2% | Added |
| Simplex Trading, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 500 | $19.0K | 0.00% | −100−16.7% | Reduced |
| Princeton Global Asset Management LLC | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 560 | $20.0K | 0.02% | +560 | New |
| Delta Asset Management LLC | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 602 | $23.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 580 | $23.0K | 0.00% | +91+18.6% | Added |
| Fieldpoint Private Securities, LLC | 630 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 639 | $25.0K | 0.00% | +121+23.4% | Added |
| Private Capital Group, LLC | 687 | $27.0K | 0.01% | −260−27.5% | Reduced |
| Cedar Mountain Advisors, LLC | 767 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $30.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $39.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,000 | $39.0K | 0.00% | +1,000 | New |
| Carroll Financial Associates, Inc. | 1,043 | $40.0K | 0.00% | +43+4.3% | Added |
| Harbour Investments, Inc. | 1,159 | $45.0K | 0.00% | +1+0.1% | Added |
| Sutton Wealth Advisors Inc. | 1,169 | $45.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,188 | $46.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,196 | $47.0K | 0.02% | −102−7.9% | Reduced |
| Bellevue Asset Management, LLC | 1,236 | $49.0K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 1,276 | $50.0K | 0.00% | +153+13.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $58.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,688 | $66.0K | 0.01% | +1,688 | New |
| IFP Advisors, Inc | 1,990 | $78.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,650 | $104.0K | 0.00% | −5,000−65.4% | Reduced |
| Liberty Wealth Management LLC | 2,961 | $116.0K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,162 | $202.0K | 0.00% | +192+3.9% | Added |
| Ameritas Investment Partners, Inc. | 5,317 | $208.0K | 0.01% | −277−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,368 | $209.0K | 0.00% | +194+3.7% | Added |
| Cetera Advisors LLC | 5,678 | $222.0K | 0.00% | +5,678 | New |
| Everence Capital Management Inc | 5,700 | $223.0K | 0.02% | −4,720−45.3% | Reduced |
| Pathstone Family Office, LLC | 5,980 | $234.0K | 0.01% | +5,980 | New |
| Gotham Asset Management, LLC | 6,060 | $237.0K | 0.01% | +1,020+20.2% | Added |
| Advisor Partners LLC | 6,088 | $238.0K | 0.02% | −402−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 6,150 | $241.0K | 0.01% | −172−2.7% | Reduced |
| Jones Financial Companies LLLP | 6,360 | $249.0K | 0.00% | +6,360 | New |
| Versor Investments LP | 6,500 | $254.0K | 0.01% | +6,500 | New |
| XTX Topco Ltd | 6,607 | $258.0K | 0.09% | +6,607 | New |
| Two Sigma Investments, LP | 6,701 | $262.0K | 0.00% | −34,862−83.9% | Reduced |
| AXA S.A. | 6,700 | $262.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,729 | $263.0K | 0.00% | +200+3.1% | Added |
| Janus Henderson Group PLC | 6,988 | $273.0K | 0.00% | +6,988 | New |
| American Century Companies Inc | 7,008 | $274.0K | 0.00% | +584+9.1% | Added |
| Wintrust Investments LLC | 7,034 | $275.0K | 0.04% | +637+10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,139 | $279.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 7,500 | $293.0K | 0.01% | +2,000+36.4% | Added |
| Parcion Private Wealth LLC | 7,333 | $299.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,775 | $304.0K | 0.00% | −160,877−95.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,918 | $310.0K | 0.00% | +7,918 | New |
| ExodusPoint Capital Management, LP | 7,937 | $310.0K | 0.00% | +7,937 | New |
| Raymond James Financial Services Advisors, Inc. | 7,943 | $311.0K | 0.00% | −7,875−49.8% | Reduced |
| CIBC Asset Management Inc | 8,028 | $314.0K | 0.00% | +324+4.2% | Added |
| Shell Asset Management Co | 8,209 | $321.0K | 0.01% | −360−4.2% | Reduced |
| Captrust Financial Advisors | 8,398 | $329.0K | 0.00% | −1,526−15.4% | Reduced |
| Trust Co of Vermont | 8,417 | $329.0K | 0.02% | −568−6.3% | Reduced |
| Qube Research & Technologies Ltd | 8,695 | $340.0K | 0.00% | +8,695 | New |
| Cambridge Investment Research Advisors, Inc. | 8,807 | $345.0K | 0.00% | −269−3.0% | Reduced |
| Americana Partners, LLC | 8,930 | $349.0K | 0.08% | +8,930 | New |