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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 1,078 | $45.0K | 0.00% | +1,078 | New |
| 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 |
| BerganKDV Wealth Management, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,000 | $41.0K | 0.00% | −43−4.1% | Reduced |
| State of Wyoming | 840 | $36.0K | 0.02% | +840 | New |
| Cedar Mountain Advisors, LLC | 768 | $33.0K | 0.01% | +1+0.1% | Added |
| Financial Perspectives, Inc | 768 | $32.6K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 722 | $31.0K | 0.01% | +35+5.1% | Added |
| First Horizon Advisors, Inc. | 639 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 630 | $27.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 554 | $23.0K | 0.00% | +554 | New |
| Princeton Global Asset Management LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 463 | $19.0K | 0.00% | +463 | New |
| TCI Wealth Advisors, Inc. | 416 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 406 | $17.0K | 0.00% | +136+50.4% | Added |
| Simplex Trading, LLC | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 393 | $16.0K | 0.00% | +99+33.7% | Added |
| West Financial Advisors, LLC | 283 | $12.0K | 0.00% | +283 | New |
| Private Ocean, LLC | 263 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 251 | $11.0K | 0.00% | +42+20.1% | Added |
| 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 |
| 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 |
| 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 |
| Northwestern Mutual Wealth Management Co | 140 | $6.00K | 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 |
| Outfitter Financial LLC | 120 | $5.00K | 0.00% | +120 | New |
| Delos Wealth Advisors, LLC | 129 | $5.00K | 0.00% | +129 | New |
| Howe & Rusling Inc | 100 | $4.00K | 0.00% | +100 | New |
| Sageworth Trust Co of South Dakota | 101 | $4.00K | 0.01% | +101 | New |
| American Portfolios Advisors | 73 | $3.10K | 0.00% | +10+15.9% | Added |
| 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 |
| Federated Hermes, Inc. | 56 | $2.00K | 0.00% | +5+9.8% | Added |
| Signet Financial Management, LLC | 52 | $2.00K | 0.00% | +52 | 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 |
| 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 |
| First Washington CORP | 0 | $0 | 0.00% | −122,010−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −56,739−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −38,819−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,537−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,227−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −12,675−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,734−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −9,078−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,695−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,701−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,607−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,060−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Symons Capital Management Inc | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |