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, Q4 2021
Institutional positions in Avista Corp as of Dec 31, 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
- 261
- +9 vs. Q3 2021
- Shares held
- 59.6M
- +1.53M (+2.6%) vs. Q3 2021
- Total value
- $2.53B
- +$260.5M (+11.5%) vs. Q3 2021
- New holders
- 44
- 102 more added
- Sold out
- 35
- 71 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $0 | 0.00% | −69−92.0% | 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 |
| Toronto Dominion Bank | 8 | $0 | 0.00% | +8 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −31,000−100.0% | Reduced |
| Sageworth Trust Co | 32 | $1.00K | 0.00% | −108−77.1% | Reduced |
| Proequities, Inc. | 19 | $1.00K | 0.00% | −6−24.0% | Reduced |
| Prestige Wealth Management Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Spire Wealth Management | 25 | $1.00K | 0.00% | +25 | New |
| Federated Hermes, Inc. | 56 | $2.00K | 0.00% | +5+9.8% | Added |
| Signet Financial Management, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Harbour Investments, Inc. | 77 | $3.00K | 0.00% | −1,082−93.4% | Reduced |
| Key Financial Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $3.00K | 0.00% | +70 | New |
| American Portfolios Advisors | 73 | $3.10K | 0.00% | +10+15.9% | Added |
| Howe & Rusling Inc | 100 | $4.00K | 0.00% | +100 | New |
| Sageworth Trust Co of South Dakota | 101 | $4.00K | 0.01% | +101 | New |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 120 | $5.00K | 0.00% | +120 | New |
| Delos Wealth Advisors, LLC | 129 | $5.00K | 0.00% | +129 | New |
| Northwestern Mutual Wealth Management Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 196 | $8.00K | 0.00% | −16−7.5% | Reduced |
| Allworth Financial LP | 199 | $8.00K | 0.00% | +2+1.0% | Added |
| FinTrust Capital Advisors, LLC | 197 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 193 | $8.00K | 0.00% | +1+0.5% | Added |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 178 | $8.00K | 0.00% | +32+21.9% | Added |
| Umb Bank N A | 200 | $8.00K | 0.00% | +200 | New |
| NEXT Financial Group, Inc | 196 | $8.00K | 0.00% | +196 | New |
| Rockefeller Capital Management L.P. | 214 | $9.00K | 0.00% | −90−29.6% | Reduced |
| EverSource Wealth Advisors, LLC | 223 | $9.00K | 0.00% | +223 | New |
| Global Wealth Management Investment Advisory, Inc. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 236 | $10.0K | 0.00% | +38+19.2% | Added |
| Private Ocean, LLC | 263 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 251 | $11.0K | 0.00% | +42+20.1% | Added |
| West Financial Advisors, LLC | 283 | $12.0K | 0.00% | +283 | New |
| Simplex Trading, LLC | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 393 | $16.0K | 0.00% | +99+33.7% | Added |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 406 | $17.0K | 0.00% | +136+50.4% | Added |
| TCI Wealth Advisors, Inc. | 416 | $18.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 463 | $19.0K | 0.00% | +463 | New |
| Princeton Global Asset Management LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 554 | $23.0K | 0.00% | +554 | New |
| Delta Asset Management LLC | 600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $25.0K | 0.00% | −2−0.3% | Reduced |
| First Horizon Advisors, Inc. | 639 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 630 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 722 | $31.0K | 0.01% | +35+5.1% | Added |
| Financial Perspectives, Inc | 768 | $32.6K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $33.0K | 0.01% | +1+0.1% | Added |
| State of Wyoming | 840 | $36.0K | 0.02% | +840 | New |
| Carroll Financial Associates, Inc. | 1,000 | $41.0K | 0.00% | −43−4.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $43.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,010 | $43.0K | 0.00% | +10+1.0% | Added |
| Cambridge Trust Co | 1,078 | $45.0K | 0.00% | +1,078 | New |
| Versant Capital Management, Inc | 1,182 | $50.0K | 0.02% | −14−1.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,184 | $50.3K | 0.02% | +15+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,189 | $51.0K | 0.01% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 1,236 | $53.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,362 | $58.0K | 0.08% | +1,362 | New |
| FMR LLC | 1,490 | $63.0K | 0.00% | +214+16.8% | Added |
| Pacific Center for Financial Services | 1,513 | $64.0K | 0.03% | +1,513 | New |
| Bogart Wealth, LLC | 1,705 | $72.0K | 0.01% | +17+1.0% | Added |
| Tower Research Capital LLC (TRC) | 1,813 | $77.0K | 0.00% | −15,592−89.6% | Reduced |
| IFP Advisors, Inc | 1,990 | $85.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,650 | $113.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,433 | $146.0K | 0.00% | +3,433 | New |
| Jones Financial Companies LLLP | 4,089 | $174.0K | 0.00% | −2,271−35.7% | Reduced |
| Cetera Advisors LLC | 4,714 | $200.0K | 0.00% | −964−17.0% | Reduced |
| HBK Sorce Advisory LLC | 4,849 | $206.0K | 0.01% | +4,849 | New |
| Coldstream Capital Management Inc | 4,873 | $207.0K | 0.01% | +4,873 | New |
| Rice Hall James & Associates, LLC | 4,914 | $209.0K | 0.01% | +4,914 | New |
| Pictet Asset Management SA | 5,100 | $217.0K | 0.00% | +5,100 | New |
| Neuberger Berman Group LLC | 5,525 | $226.0K | 0.00% | +5,525 | New |
| Ameritas Investment Partners, Inc. | 5,527 | $235.0K | 0.01% | +210+3.9% | Added |
| Eaton Vance Management | 5,589 | $238.0K | 0.00% | −10.0% | Reduced |
| Pathstone Family Office, LLC | 6,008 | $255.0K | 0.01% | +28+0.5% | Added |
| Advisor Partners LLC | 6,213 | $264.0K | 0.02% | +125+2.1% | Added |
| Versor Investments LP | 6,529 | $277.0K | 0.01% | +29+0.4% | Added |
| Crossmark Global Holdings, Inc. | 6,570 | $279.0K | 0.01% | +420+6.8% | Added |
| Pluribus Labs, LLC | 6,593 | $280.0K | 0.30% | +6,593 | New |
| Wintrust Investments LLC | 6,683 | $284.0K | 0.03% | −351−5.0% | Reduced |
| Columbia Advisory Partners LLC | 6,692 | $284.0K | 0.28% | +6,692 | New |
| D.A. Davidson & Co. | 6,729 | $286.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,778 | $288.0K | 0.00% | +6,778 | New |
| Truist Financial Corp | 7,247 | $307.0K | 0.00% | −11,908−62.2% | Reduced |
| Lloyd Park, LLC | 7,222 | $307.0K | 0.24% | +7,222 | New |
| American Century Companies Inc | 7,322 | $311.0K | 0.00% | +314+4.5% | Added |
| The PNC Financial Services Group, Inc. | 7,327 | $312.0K | 0.00% | +1,959+36.5% | Added |
| Trust Co of Vermont | 7,417 | $315.0K | 0.02% | −1,000−11.9% | Reduced |
| Parcion Private Wealth LLC | 7,333 | $320.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 7,603 | $323.0K | 0.13% | −3,075−28.8% | Reduced |
| AXA S.A. | 7,800 | $331.0K | 0.00% | +1,100+16.4% | Added |
| Blueshift Asset Management, LLC | 7,958 | $338.0K | 0.03% | −31,087−79.6% | Reduced |