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 2023
Institutional positions in Avista Corp as of Mar 31, 2023. 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
- 270
- −14 vs. Q4 2022
- Shares held
- 68.3M
- +2.40M (+3.6%) vs. Q4 2022
- Total value
- $2.90B
- −$22.1M (−0.8%) vs. Q4 2022
- New holders
- 26
- 97 more added
- Sold out
- 40
- 94 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $425 | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 12 | $510 | 0.00% | +2+20.0% | Added |
| Bell Investment Advisors, Inc | 13 | $552 | 0.00% | −77−85.6% | Reduced |
| Farther Finance Advisors, LLC | 13 | $552 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $552 | 0.00% | +1+8.3% | Added |
| Schubert & Co | 13 | $552 | 0.00% | +3+30.0% | Added |
| Prestige Wealth Management Group LLC | 20 | $849 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | +29+322.2% | Added |
| Global Retirement Partners, LLC | 33 | $1.44K | 0.00% | +13+65.0% | Added |
| Federated Hermes, Inc. | 36 | $1.53K | 0.00% | −2−5.3% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $1.61K | 0.00% | +6+18.8% | Added |
| Key Financial Inc | 62 | $2.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 64 | $2.72K | 0.00% | +64 | New |
| Pinnacle Financial Partners Inc | 74 | $3.14K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 81 | $3.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $3.45K | 0.00% | +1+1.3% | Added |
| Contravisory Investment Management, Inc. | 109 | $4.63K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 117 | $4.97K | 0.00% | +65+125.0% | Added |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $5.25K | 0.00% | +120 | New |
| Northwestern Mutual Wealth Management Co | 140 | $5.94K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 170 | $7.22K | 0.00% | +79+86.8% | Added |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $8.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 218 | $9.25K | 0.00% | +2+0.9% | Added |
| Ameritas Advisory Services, LLC | 230 | $9.76K | 0.00% | +230 | New |
| Private Ocean, LLC | 263 | $11.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 265 | $11.2K | 0.00% | +265 | New |
| Beacon Capital Management, LLC | 297 | $12.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 332 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 342 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 348 | $14.8K | 0.00% | +95+37.5% | Added |
| Massmutual Trust Co FSB | 357 | $15.2K | 0.00% | +300+526.3% | Added |
| Farmers & Merchants Investments Inc | 394 | $16.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 412 | $17.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 406 | $18.0K | 0.00% | +82+25.3% | Added |
| TCI Wealth Advisors, Inc. | 483 | $20.5K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 503 | $21.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $21.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 632 | $27.0K | 0.00% | +376+146.9% | Added |
| Cambridge Trust Co | 700 | $29.7K | 0.00% | −378−35.1% | Reduced |
| Cedar Mountain Advisors, LLC | 768 | $32.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $32.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 775 | $32.9K | 0.01% | +69+9.8% | Added |
| Nomura Asset Management Co Ltd | 900 | $38.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 910 | $38.6K | 0.00% | +8+0.9% | Added |
| EverSource Wealth Advisors, LLC | 950 | $40.3K | 0.01% | +579+156.1% | Added |
| Wolverine Asset Management LLC | 967 | $41.0K | 0.00% | −55−5.4% | Reduced |
| Cutler Group LP | 1,000 | $42.0K | 0.01% | +1,000 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $42.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,104 | $47.0K | 0.01% | +656+146.4% | Added |
| Versant Capital Management, Inc | 1,208 | $51.2K | 0.02% | +17+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $63.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,815 | $77.1K | 0.01% | +20+1.1% | Added |
| Belpointe Asset Management LLC | 2,002 | $85.0K | 0.00% | +349+21.1% | Added |
| Advisory Services Network, LLC | 2,285 | $97.0K | 0.00% | +131+6.1% | Added |
| IFP Advisors, Inc | 2,355 | $123.5K | 0.01% | −131−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,813 | $162.0K | 0.01% | −8,857−69.9% | Reduced |
| STRS Ohio | 3,900 | $165.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,940 | $167.3K | 0.01% | −619−13.6% | Reduced |
| Shell Asset Management Co | 4,720 | $200.0K | 0.01% | −17−0.4% | Reduced |
| Mackenzie Financial Corp | 4,758 | $202.0K | 0.00% | +100+2.1% | Added |
| MML Investors Services, LLC | 4,804 | $204.0K | 0.00% | −133−2.7% | Reduced |
| Eads & Heald Wealth Management | 4,858 | $206.0K | 0.10% | +4,858 | New |
| D.A. Davidson & Co. | 5,038 | $213.9K | 0.00% | −61−1.2% | Reduced |
| Profund Advisors LLC | 5,066 | $215.1K | 0.01% | −3,761−42.6% | Reduced |
| Beacon Pointe Advisors, LLC | 5,118 | $217.3K | 0.00% | +5,118 | New |
| Strategic Wealth Partners, Ltd. | 5,145 | $218.4K | 0.03% | −358−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,227 | $222.0K | 0.00% | −652−11.1% | Reduced |
| Advocate Group LLC | 5,326 | $226.1K | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 5,368 | $227.9K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,437 | $230.8K | 0.00% | −3,960−42.1% | Reduced |
| Neuberger Berman Group LLC | 5,469 | $232.2K | 0.00% | +5,469 | New |
| Schonfeld Strategic Advisors LLC | 5,534 | $234.9K | 0.00% | −162,155−96.7% | Reduced |
| Panagora Asset Management Inc | 5,709 | $242.3K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,731 | $243.3K | 0.01% | +638+12.5% | Added |
| DekaBank Deutsche Girozentrale | 5,833 | $245.0K | 0.00% | −5,413−48.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $247.6K | 0.00% | −5,413−48.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,905 | $250.7K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,988 | $254.2K | 0.01% | +5,988 | New |
| JustInvest LLC | 6,044 | $256.6K | 0.01% | +6,044 | New |
| Dakota Wealth Management | 6,085 | $258.3K | 0.02% | +394+6.9% | Added |
| Krane Funds Advisors LLC | 5,930 | $264.0K | 0.01% | +5,930 | New |
| Trust Co of Vermont | 6,283 | $266.7K | 0.02% | −445−6.6% | Reduced |
| Wintrust Investments LLC | 6,293 | $267.0K | 0.03% | +45+0.7% | Added |
| Crossmark Global Holdings, Inc. | 6,543 | $278.0K | 0.01% | −29−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,557 | $278.4K | 0.00% | +338+5.4% | Added |
| Columbia Advisory Partners LLC | 6,692 | $284.1K | 0.27% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 6,839 | $290.3K | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,975 | $296.1K | 0.01% | +4+0.1% | Added |
| Balyasny Asset Management LLC | 7,069 | $300.1K | 0.00% | −77,441−91.6% | Reduced |
| CWM, LLC | 7,241 | $307.0K | 0.00% | +178+2.5% | Added |
| Parcion Private Wealth LLC | 7,333 | $311.3K | 0.03% | 00.0% | Unchanged |
| Man Group plc | – | $312.6K | 0.00% | – | – |