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 2022
Institutional positions in Avista Corp as of Dec 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
- 289
- +16 vs. Q3 2022
- Shares held
- 66.0M
- +4.23M (+6.9%) vs. Q3 2022
- Total value
- $2.93B
- +$637.0M (+27.8%) vs. Q3 2022
- New holders
- 45
- 108 more added
- Sold out
- 29
- 94 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −3,422−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| Huntington National Bank | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 8 | $296 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $399 | 0.00% | −1−10.0% | Reduced |
| Schubert & Co | 10 | $443 | 0.00% | −7−41.2% | Reduced |
| SJS Investment Consulting Inc. | 10 | $443 | 0.00% | +3+42.9% | Added |
| AdvisorNet Financial, Inc | 12 | $532 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 13 | $576 | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 20 | $887 | 0.00% | −7−25.9% | Reduced |
| Prestige Wealth Management Group LLC | 20 | $887 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $976 | 0.00% | +35 | New |
| Spire Wealth Management | 28 | $1.00K | 0.00% | +28 | New |
| Horan Securities, Inc. | 29 | $1.29K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 32 | $1.42K | 0.00% | +7+28.0% | Added |
| Federated Hermes, Inc. | 38 | $1.69K | 0.00% | +4+11.8% | Added |
| Rockefeller Capital Management L.P. | 46 | $2.00K | 0.00% | −23−33.3% | Reduced |
| Key Financial Inc | 62 | $2.30K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 52 | $2.31K | 0.00% | −19−26.8% | Reduced |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | −8−12.3% | Reduced |
| Pinnacle Financial Partners Inc | 74 | $3.28K | 0.00% | +74 | New |
| Moisand Fitzgerald Tamayo, LLC | 75 | $3.33K | 0.00% | +75 | New |
| Harbour Investments, Inc. | 80 | $3.56K | 0.00% | +1+1.3% | Added |
| Parallel Advisors, LLC | 81 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $3.99K | 0.00% | +22+32.4% | Added |
| Hexagon Capital Partners LLC | 91 | $4.04K | 0.00% | +77+550.0% | Added |
| Contravisory Investment Management, Inc. | 109 | $4.83K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 134 | $5.94K | 0.00% | +134 | New |
| Northwestern Mutual Wealth Management Co | 140 | $6.21K | 0.00% | −200−58.8% | Reduced |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $8.65K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $9.56K | 0.00% | +10+4.9% | Added |
| Bessemer Group Inc | 256 | $11.0K | 0.00% | +156+156.0% | Added |
| Fifth Third Bancorp | 253 | $11.2K | 0.00% | −60−19.2% | Reduced |
| Private Ocean, LLC | 263 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 324 | $12.0K | 0.00% | +97+42.7% | Added |
| Beacon Capital Management, LLC | 297 | $13.2K | 0.00% | +297 | New |
| Gradient Investments LLC | 332 | $14.7K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 337 | $14.9K | 0.00% | +337 | New |
| Signaturefd, LLC | 342 | $15.2K | 0.00% | +4+1.2% | Added |
| EverSource Wealth Advisors, LLC | 371 | $16.5K | 0.00% | −2,145−85.3% | Reduced |
| Farmers & Merchants Investments Inc | 394 | $17.5K | 0.00% | +345+704.1% | Added |
| Central Trust Co | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 412 | $18.2K | 0.01% | −824−66.7% | Reduced |
| Benjamin Edwards Inc | 448 | $20.0K | 0.01% | +448 | New |
| TCI Wealth Advisors, Inc. | 483 | $21.4K | 0.00% | +64+15.3% | Added |
| Princeton Global Asset Management LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 503 | $22.0K | 0.00% | +503 | New |
| First Horizon Advisors, Inc. | 518 | $23.0K | 0.00% | −46−8.2% | Reduced |
| Affiance Financial, LLC | 526 | $23.3K | 0.01% | +526 | New |
| Delta Asset Management LLC | 600 | $26.6K | 0.00% | +600 | New |
| Whittier Trust Co | 650 | $28.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 706 | $31.3K | 0.01% | −475−40.2% | Reduced |
| Cedar Mountain Advisors, LLC | 768 | $34.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $34.1K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 856 | $37.0K | 0.00% | −8,922−91.2% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $39.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 902 | $40.0K | 0.00% | +72+8.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $44.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $45.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,078 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,174 | $52.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,191 | $52.8K | 0.02% | −13−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $66.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $67.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,653 | $73.3K | 0.00% | +1,653 | New |
| Romano Brothers and Company | 1,763 | $78.2K | 0.01% | +1,763 | New |
| Bogart Wealth, LLC | 1,795 | $79.6K | 0.01% | +18+1.0% | Added |
| Advisory Services Network, LLC | 2,154 | $95.5K | 0.00% | +2,154 | New |
| Accurate Wealth Management, LLC | 2,651 | $112.0K | 0.04% | +2,651 | New |
| IFP Advisors, Inc | 2,486 | $143.0K | 0.00% | −10.0% | Reduced |
| STRS Ohio | 3,900 | $172.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,542 | $201.4K | 0.02% | +4,542 | New |
| Kestra Advisory Services, LLC | 4,546 | $201.6K | 0.00% | +4,546 | New |
| Metropolitan Life Insurance Co | 4,559 | $202.1K | 0.01% | +263+6.1% | Added |
| Mackenzie Financial Corp | 4,658 | $206.5K | 0.00% | +4,658 | New |
| Bennicas & Associates, Inc. | 4,700 | $208.4K | 0.12% | +4,700 | New |
| Shell Asset Management Co | 4,737 | $210.0K | 0.01% | −962−16.9% | Reduced |
| MML Investors Services, LLC | 4,937 | $219.0K | 0.00% | +4,937 | New |
| Fifth Lane Capital, LP | 4,941 | $219.1K | 0.32% | +4,941 | New |
| Advisor Partners II, LLC | 5,093 | $225.8K | 0.01% | −2,010−28.3% | Reduced |
| D.A. Davidson & Co. | 5,099 | $226.1K | 0.00% | +5,099 | New |
| Advocate Group LLC | 5,326 | $236.2K | 0.05% | −848−13.7% | Reduced |
| Pathstone Family Office, LLC | 9,397 | $236.8K | 0.00% | +1,675+21.7% | Added |
| Bailard, Inc. | 5,368 | $238.0K | 0.01% | +5,368 | New |
| Ameritas Investment Partners, Inc. | 5,905 | $243.3K | 0.01% | +378+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 5,503 | $244.0K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,691 | $252.3K | 0.02% | +140+2.5% | Added |
| Panagora Asset Management Inc | 5,709 | $253.1K | 0.00% | −6,177−52.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,879 | $261.0K | 0.00% | −2,087−26.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,219 | $275.7K | 0.00% | +216+3.6% | Added |
| KBC Group NV | 6,235 | $276.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,248 | $277.0K | 0.04% | −1,455−18.9% | Reduced |
| Crossmark Global Holdings, Inc. | 6,572 | $292.0K | 0.01% | −198−2.9% | Reduced |
| Columbia Advisory Partners LLC | 6,692 | $296.7K | 0.28% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,728 | $298.3K | 0.02% | 00.0% | Unchanged |