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 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 | 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 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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 5,368 | $238.0K | 0.01% | +5,368 | New |
| Pathstone Family Office, LLC | 9,397 | $236.8K | 0.00% | +1,675+21.7% | Added |
| Advocate Group LLC | 5,326 | $236.2K | 0.05% | −848−13.7% | Reduced |
| D.A. Davidson & Co. | 5,099 | $226.1K | 0.00% | +5,099 | New |
| Advisor Partners II, LLC | 5,093 | $225.8K | 0.01% | −2,010−28.3% | Reduced |
| Fifth Lane Capital, LP | 4,941 | $219.1K | 0.32% | +4,941 | New |
| MML Investors Services, LLC | 4,937 | $219.0K | 0.00% | +4,937 | New |
| Shell Asset Management Co | 4,737 | $210.0K | 0.01% | −962−16.9% | Reduced |
| Bennicas & Associates, Inc. | 4,700 | $208.4K | 0.12% | +4,700 | New |
| Mackenzie Financial Corp | 4,658 | $206.5K | 0.00% | +4,658 | New |
| Metropolitan Life Insurance Co | 4,559 | $202.1K | 0.01% | +263+6.1% | Added |
| Kestra Advisory Services, LLC | 4,546 | $201.6K | 0.00% | +4,546 | New |
| Shelton Capital Management | 4,542 | $201.4K | 0.02% | +4,542 | New |
| STRS Ohio | 3,900 | $172.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,486 | $143.0K | 0.00% | −10.0% | Reduced |
| Accurate Wealth Management, LLC | 2,651 | $112.0K | 0.04% | +2,651 | New |
| Advisory Services Network, LLC | 2,154 | $95.5K | 0.00% | +2,154 | New |
| Bogart Wealth, LLC | 1,795 | $79.6K | 0.01% | +18+1.0% | Added |
| Romano Brothers and Company | 1,763 | $78.2K | 0.01% | +1,763 | New |
| Belpointe Asset Management LLC | 1,653 | $73.3K | 0.00% | +1,653 | New |
| Bartlett & Co. LLC | 1,500 | $67.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $66.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,191 | $52.8K | 0.02% | −13−1.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,174 | $52.1K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,078 | $48.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,022 | $45.3K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $44.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 902 | $40.0K | 0.00% | +72+8.7% | Added |
| Nomura Asset Management Co Ltd | 900 | $39.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 856 | $37.0K | 0.00% | −8,922−91.2% | Reduced |
| Financial Perspectives, Inc | 768 | $34.1K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $34.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 706 | $31.3K | 0.01% | −475−40.2% | Reduced |
| Whittier Trust Co | 650 | $28.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $26.6K | 0.00% | +600 | New |
| Affiance Financial, LLC | 526 | $23.3K | 0.01% | +526 | New |
| First Horizon Advisors, Inc. | 518 | $23.0K | 0.00% | −46−8.2% | Reduced |
| Princeton Global Asset Management LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 503 | $22.0K | 0.00% | +503 | New |
| TCI Wealth Advisors, Inc. | 483 | $21.4K | 0.00% | +64+15.3% | Added |
| Benjamin Edwards Inc | 448 | $20.0K | 0.01% | +448 | New |
| Bellevue Asset Management, LLC | 412 | $18.2K | 0.01% | −824−66.7% | Reduced |
| Central Trust Co | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $17.5K | 0.00% | +345+704.1% | Added |
| EverSource Wealth Advisors, LLC | 371 | $16.5K | 0.00% | −2,145−85.3% | Reduced |
| Signaturefd, LLC | 342 | $15.2K | 0.00% | +4+1.2% | Added |
| Comerica Securities,inc. | 337 | $14.9K | 0.00% | +337 | New |
| Gradient Investments LLC | 332 | $14.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 297 | $13.2K | 0.00% | +297 | New |
| Ronald Blue Trust, Inc. | 324 | $12.0K | 0.00% | +97+42.7% | Added |
| Private Ocean, LLC | 263 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 253 | $11.2K | 0.00% | −60−19.2% | Reduced |
| Bessemer Group Inc | 256 | $11.0K | 0.00% | +156+156.0% | Added |
| Allworth Financial LP | 216 | $9.56K | 0.00% | +10+4.9% | Added |
| BerganKDV Wealth Management, LLC | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $8.65K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $6.21K | 0.00% | −200−58.8% | Reduced |
| EWG Elevate Inc. | 134 | $5.94K | 0.00% | +134 | New |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 109 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $4.04K | 0.00% | +77+550.0% | Added |
| Bell Investment Advisors, Inc | 90 | $3.99K | 0.00% | +22+32.4% | Added |
| Parallel Advisors, LLC | 81 | $3.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $3.56K | 0.00% | +1+1.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 75 | $3.33K | 0.00% | +75 | New |
| Pinnacle Financial Partners Inc | 74 | $3.28K | 0.00% | +74 | New |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | −8−12.3% | Reduced |
| Proequities, Inc. | 52 | $2.31K | 0.00% | −19−26.8% | Reduced |
| Key Financial Inc | 62 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 46 | $2.00K | 0.00% | −23−33.3% | Reduced |
| Federated Hermes, Inc. | 38 | $1.69K | 0.00% | +4+11.8% | Added |
| JFS Wealth Advisors, LLC | 32 | $1.42K | 0.00% | +7+28.0% | Added |
| Horan Securities, Inc. | 29 | $1.29K | 0.00% | +29 | New |
| Spire Wealth Management | 28 | $1.00K | 0.00% | +28 | New |
| GWM Advisors LLC | 35 | $976 | 0.00% | +35 | 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 |
| Farther Finance Advisors, LLC | 13 | $576 | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 12 | $532 | 0.00% | +12 | New |
| Schubert & Co | 10 | $443 | 0.00% | −7−41.2% | Reduced |
| SJS Investment Consulting Inc. | 10 | $443 | 0.00% | +3+42.9% | Added |
| Disciplined Investments, LLC | 9 | $399 | 0.00% | −1−10.0% | Reduced |
| Align Wealth Management, LLC | 8 | $296 | 0.00% | +8 | New |
| Huntington National Bank | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| 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 |
| Coann Capital LLC | 0 | $0 | 0.00% | −155,319−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −145,021−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −127,671−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,139−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,818−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −19,463−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,009−100.0% | Sold out |