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 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 | 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 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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 4,804 | $204.0K | 0.00% | −133−2.7% | Reduced |
| Mackenzie Financial Corp | 4,758 | $202.0K | 0.00% | +100+2.1% | Added |
| Shell Asset Management Co | 4,720 | $200.0K | 0.01% | −17−0.4% | Reduced |
| Metropolitan Life Insurance Co | 3,940 | $167.3K | 0.01% | −619−13.6% | Reduced |
| STRS Ohio | 3,900 | $165.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,813 | $162.0K | 0.01% | −8,857−69.9% | Reduced |
| IFP Advisors, Inc | 2,355 | $123.5K | 0.01% | −131−5.3% | Reduced |
| Advisory Services Network, LLC | 2,285 | $97.0K | 0.00% | +131+6.1% | Added |
| Belpointe Asset Management LLC | 2,002 | $85.0K | 0.00% | +349+21.1% | Added |
| Bogart Wealth, LLC | 1,815 | $77.1K | 0.01% | +20+1.1% | Added |
| Bartlett & Co. LLC | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $63.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,208 | $51.2K | 0.02% | +17+1.4% | Added |
| Benjamin Edwards Inc | 1,104 | $47.0K | 0.01% | +656+146.4% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $42.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,000 | $42.0K | 0.01% | +1,000 | New |
| Wolverine Asset Management LLC | 967 | $41.0K | 0.00% | −55−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 950 | $40.3K | 0.01% | +579+156.1% | Added |
| Quadrant Capital Group LLC | 910 | $38.6K | 0.00% | +8+0.9% | Added |
| Nomura Asset Management Co Ltd | 900 | $38.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 775 | $32.9K | 0.01% | +69+9.8% | Added |
| Financial Perspectives, Inc | 768 | $32.6K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $32.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 700 | $29.7K | 0.00% | −378−35.1% | Reduced |
| Bessemer Group Inc | 632 | $27.0K | 0.00% | +376+146.9% | Added |
| Delta Asset Management LLC | 600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $21.2K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 503 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 483 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 406 | $18.0K | 0.00% | +82+25.3% | Added |
| Bellevue Asset Management, LLC | 412 | $17.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $16.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 357 | $15.2K | 0.00% | +300+526.3% | Added |
| Fifth Third Bancorp | 348 | $14.8K | 0.00% | +95+37.5% | Added |
| Signaturefd, LLC | 342 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 332 | $14.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 297 | $12.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 265 | $11.2K | 0.00% | +265 | New |
| Private Ocean, LLC | 263 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 230 | $9.76K | 0.00% | +230 | New |
| Allworth Financial LP | 218 | $9.25K | 0.00% | +2+0.9% | Added |
| Parkside Financial Bank & Trust | 195 | $8.28K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 170 | $7.22K | 0.00% | +79+86.8% | Added |
| Northwestern Mutual Wealth Management Co | 140 | $5.94K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $5.25K | 0.00% | +120 | New |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 117 | $4.97K | 0.00% | +65+125.0% | Added |
| Contravisory Investment Management, Inc. | 109 | $4.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $3.45K | 0.00% | +1+1.3% | Added |
| Parallel Advisors, LLC | 81 | $3.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 74 | $3.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 64 | $2.72K | 0.00% | +64 | New |
| Key Financial Inc | 62 | $2.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $1.61K | 0.00% | +6+18.8% | Added |
| Federated Hermes, Inc. | 36 | $1.53K | 0.00% | −2−5.3% | Reduced |
| Global Retirement Partners, LLC | 33 | $1.44K | 0.00% | +13+65.0% | Added |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | +29+322.2% | Added |
| Prestige Wealth Management Group LLC | 20 | $849 | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 12 | $510 | 0.00% | +2+20.0% | Added |
| Disciplined Investments, LLC | 10 | $425 | 0.00% | +1+11.1% | Added |
| Huntington National Bank | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,063 | – | – | +1,063 | New |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −940,321−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −417,759−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −412,364−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −339,535−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −331,284−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −204,222−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −172,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −144,400−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −125,300−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −17,568−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,410−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −13,644−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −10,575−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −10,385−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,741−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −9,489−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,266−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −4,941−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,546−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,651−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |