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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Bennicas & Associates, Inc. | 4,700 | $212.0K | 0.11% | +4,700 | New |
| Shelton Capital Management | 4,542 | $205.0K | 0.01% | +4,542 | New |
| Metropolitan Life Insurance Co | 4,296 | $194.0K | 0.01% | −13,182−75.4% | Reduced |
| STRS Ohio | 3,300 | $148.0K | 0.00% | −29,300−89.9% | Reduced |
| Convergence Investment Partners, LLC | 3,200 | $144.0K | 0.07% | +3,200 | New |
| FMR LLC | 3,010 | $135.0K | 0.00% | +1,520+102.0% | Added |
| Jones Financial Companies LLLP | 2,939 | $133.0K | 0.00% | −1,150−28.1% | Reduced |
| Covestor Ltd | 2,492 | $113.0K | 0.08% | +1,130+83.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,154 | $97.0K | 0.00% | +2,014+1,438.6% | 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 |
| Bogart Wealth, LLC | 1,721 | $78.0K | 0.01% | +16+0.9% | Added |
| Lazard Asset Management LLC | 1,540 | $69.0K | 0.00% | +986+178.0% | Added |
| Bartlett & Co. LLC | 1,500 | $68.0K | 0.00% | +1,500 | New |
| Bartlett & Co. Wealth Management LLC | 1,500 | $67.7K | 0.00% | +1,500 | New |
| Bellevue Asset Management, LLC | 1,236 | $56.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,221 | $55.0K | 0.02% | +39+3.3% | Added |
| Sutton Wealth Advisors Inc. | 1,198 | $54.1K | 0.02% | +14+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,189 | $54.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,078 | $49.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nomura Asset Management Co Ltd | 900 | $40.6K | 0.00% | +900 | New |
| Cedar Mountain Advisors, LLC | 768 | $35.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $34.7K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 670 | $30.0K | 0.01% | −52−7.2% | Reduced |
| Whittier Trust Co | 650 | $29.0K | 0.00% | −2,000−75.5% | Reduced |
| Fieldpoint Private Securities, LLC | 630 | $28.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 484 | $22.0K | 0.00% | +68+16.3% | Added |
| Prospera Financial Services Inc | 441 | $20.0K | 0.00% | +441 | New |
| Fifth Third Bancorp | 406 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 389 | $17.0K | 0.00% | −4−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 335 | $15.0K | 0.00% | +121+56.5% | Added |
| Gradient Investments LLC | 332 | $15.0K | 0.00% | +332 | New |
| West Financial Advisors, LLC | 283 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 299 | $13.0K | 0.00% | +299 | New |
| Private Ocean, LLC | 263 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 235 | $11.0K | 0.00% | −16−6.4% | Reduced |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 68 | $3.07K | 0.00% | −5−6.8% | Reduced |
| Key Financial Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 71 | $3.00K | 0.00% | +52+273.7% | Added |
| Federated Hermes, Inc. | 53 | $2.00K | 0.00% | −3−5.4% | Reduced |
| 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 |
| 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 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −209,074−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −51,665−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −36,524−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −33,432−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −15,745−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,741−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,473−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −6,593−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |