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; 420 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 | 420 | $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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 1,043 | $40.0K | 0.00% | +43+4.3% | Added |
| 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 |
| Financial Perspectives, Inc | 768 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 767 | $30.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 687 | $27.0K | 0.01% | −260−27.5% | Reduced |
| 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 |
| 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 |
| Princeton Global Asset Management LLC | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 560 | $20.0K | 0.02% | +560 | New |
| Arkadios Wealth Advisors | 500 | $19.0K | 0.00% | −100−16.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 400 | $17.0K | 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 |
| 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 |
| 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 |
| Private Ocean, LLC | 263 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cutler Group LP | 200 | $7.00K | 0.00% | −200−50.0% | Reduced |
| Quadrant Capital Group LLC | 146 | $6.00K | 0.00% | +39+36.4% | Added |
| Federation des caisses Desjardins du Quebec | 150 | $5.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| Point72 Hong Kong Ltd | 83 | $3.00K | 0.00% | −4,709−98.3% | Reduced |
| Parallel Advisors, LLC | 75 | $3.00K | 0.00% | +75 | New |
| American Portfolios Advisors | 63 | $2.46K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 51 | $2.00K | 0.00% | −30−37.0% | Reduced |
| Key Financial Inc | 62 | $2.00K | 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 |
| TD Private Client Wealth LLC | 8 | $313 | 0.00% | 00.0% | Unchanged |
| 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 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,329−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −38,550−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −34,248−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −30,623−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,570−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −22,956−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,365−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,119−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,680−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,882−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −7,659−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −6,079−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −4,933−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Bennicas & Associates, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |