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, Q1 2022
Institutional positions in Avista Corp as of Mar 31, 2022. 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
- 275
- +19 vs. Q4 2021
- Shares held
- 61.0M
- +1.48M (+2.5%) vs. Q4 2021
- Total value
- $2.76B
- +$224.9M (+8.9%) vs. Q4 2021
- New holders
- 44
- 95 more added
- Sold out
- 25
- 84 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $0 | 0.00% | +5+100.0% | Added |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sageworth Trust Co of South Dakota | 16 | $1.00K | 0.00% | −85−84.2% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $1.00K | 0.00% | +20+153.8% | Added |
| Prestige Wealth Management Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Federated Hermes, Inc. | 53 | $2.00K | 0.00% | −3−5.4% | Reduced |
| Key Financial Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 71 | $3.00K | 0.00% | +52+273.7% | Added |
| American Portfolios Advisors | 68 | $3.07K | 0.00% | −5−6.8% | Reduced |
| First Horizon Advisors, Inc. | 121 | $5.00K | 0.00% | −518−81.1% | Reduced |
| Ellevest, Inc. | 104 | $5.00K | 0.00% | −89−46.1% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 109 | $5.00K | 0.00% | +109 | New |
| Northwest Investment Counselors, LLC | 117 | $5.00K | 0.00% | +117 | New |
| Quadrant Capital Group LLC | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 196 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 201 | $9.00K | 0.00% | +2+1.0% | Added |
| FinTrust Capital Advisors, LLC | 197 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 236 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 235 | $11.0K | 0.00% | −16−6.4% | Reduced |
| Private Ocean, LLC | 263 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 283 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 299 | $13.0K | 0.00% | +299 | New |
| Rockefeller Capital Management L.P. | 335 | $15.0K | 0.00% | +121+56.5% | Added |
| Gradient Investments LLC | 332 | $15.0K | 0.00% | +332 | New |
| Bessemer Group Inc | 389 | $17.0K | 0.00% | −4−1.0% | Reduced |
| Fifth Third Bancorp | 406 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 441 | $20.0K | 0.00% | +441 | New |
| TCI Wealth Advisors, Inc. | 484 | $22.0K | 0.00% | +68+16.3% | Added |
| Princeton Global Asset Management LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 630 | $28.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 650 | $29.0K | 0.00% | −2,000−75.5% | Reduced |
| Private Capital Group, LLC | 670 | $30.0K | 0.01% | −52−7.2% | Reduced |
| Financial Perspectives, Inc | 768 | $34.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $35.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $40.6K | 0.00% | +900 | New |
| Evoke Wealth, LLC | 1,000 | $45.0K | 0.00% | −10−1.0% | Reduced |
| BerganKDV Wealth Management, LLC | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,078 | $49.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,189 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,198 | $54.1K | 0.02% | +14+1.2% | Added |
| Versant Capital Management, Inc | 1,221 | $55.0K | 0.02% | +39+3.3% | Added |
| Bellevue Asset Management, LLC | 1,236 | $56.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $67.7K | 0.00% | +1,500 | New |
| Bartlett & Co. LLC | 1,500 | $68.0K | 0.00% | +1,500 | New |
| Lazard Asset Management LLC | 1,540 | $69.0K | 0.00% | +986+178.0% | Added |
| Bogart Wealth, LLC | 1,721 | $78.0K | 0.01% | +16+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,867 | $84.0K | 0.00% | +54+3.0% | Added |
| Meeder Asset Management Inc | 1,866 | $84.0K | 0.00% | +1,866 | New |
| Northwestern Mutual Wealth Management Co | 2,154 | $97.0K | 0.00% | +2,014+1,438.6% | Added |
| Covestor Ltd | 2,492 | $113.0K | 0.08% | +1,130+83.0% | Added |
| Jones Financial Companies LLLP | 2,939 | $133.0K | 0.00% | −1,150−28.1% | Reduced |
| FMR LLC | 3,010 | $135.0K | 0.00% | +1,520+102.0% | Added |
| Convergence Investment Partners, LLC | 3,200 | $144.0K | 0.07% | +3,200 | New |
| STRS Ohio | 3,300 | $148.0K | 0.00% | −29,300−89.9% | Reduced |
| Metropolitan Life Insurance Co | 4,296 | $194.0K | 0.01% | −13,182−75.4% | Reduced |
| Shelton Capital Management | 4,542 | $205.0K | 0.01% | +4,542 | New |
| Bennicas & Associates, Inc. | 4,700 | $212.0K | 0.11% | +4,700 | New |
| Cetera Advisors LLC | 4,714 | $213.0K | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 4,817 | $217.0K | 0.01% | −97−2.0% | Reduced |
| Winton Group Ltd | 4,933 | $223.0K | 0.01% | +4,933 | New |
| Pictet Asset Management SA | 5,100 | $230.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,464 | $247.0K | 0.00% | −61−1.1% | Reduced |
| IFP Advisors, Inc | 4,477 | $247.0K | 0.00% | +2,487+125.0% | Added |
| Ameritas Investment Partners, Inc. | 5,527 | $250.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,033 | $272.0K | 0.01% | +25+0.4% | Added |
| Eaton Vance Management | 6,096 | $276.0K | 0.00% | +507+9.1% | Added |
| CWM, LLC | 6,387 | $288.0K | 0.00% | −391−5.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,450 | $291.0K | 0.06% | −4,053−38.6% | Reduced |
| Columbia Advisory Partners LLC | 6,692 | $302.0K | 0.30% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,728 | $304.0K | 0.02% | −689−9.3% | Reduced |
| Advisor Partners LLC | 6,749 | $305.0K | 0.02% | +536+8.6% | Added |
| Wintrust Investments LLC | 6,786 | $306.0K | 0.03% | +103+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,840 | $309.0K | 0.00% | −1,234−15.3% | Reduced |
| Crossmark Global Holdings, Inc. | 6,860 | $310.0K | 0.01% | +290+4.4% | Added |
| D.A. Davidson & Co. | 6,983 | $315.0K | 0.00% | +254+3.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,083 | $320.0K | 0.07% | +7,083 | New |
| Shell Asset Management Co | 7,181 | $324.0K | 0.01% | −1,064−12.9% | Reduced |
| Lloyd Park, LLC | 7,293 | $329.0K | 0.36% | +71+1.0% | Added |
| Parcion Private Wealth LLC | 7,333 | $331.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 7,660 | $346.0K | 0.14% | +57+0.7% | Added |
| CIBC Asset Management Inc | 8,311 | $375.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,578 | $387.0K | 0.00% | −239−2.7% | Reduced |