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, Q2 2023
Institutional positions in Avista Corp as of Jun 30, 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
- 262
- −8 vs. Q1 2023
- Shares held
- 68.3M
- +32.4K (0.0%) vs. Q1 2023
- Total value
- $2.68B
- −$218.1M (−7.5%) vs. Q1 2023
- New holders
- 31
- 77 more added
- Sold out
- 39
- 95 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 57,176 | $0 | 0.00% | +57,176 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | +4 | New |
| Huntington National Bank | 2 | $79 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $314 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $354 | 0.00% | −3−25.0% | Reduced |
| Disciplined Investments, LLC | 10 | $393 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $432 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 13 | $511 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $511 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $511 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $786 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $1.10K | 0.00% | +28 | New |
| Federated Hermes, Inc. | 31 | $1.22K | 0.00% | −5−13.9% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $1.49K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $2.75K | 0.00% | −287−80.4% | Reduced |
| Pinnacle Financial Partners Inc | 74 | $2.91K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $2.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 81 | $3.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 82 | $3.23K | 0.00% | +1+1.2% | Added |
| Global Retirement Partners, LLC | 89 | $3.50K | 0.00% | +56+169.7% | Added |
| First Capital Advisors Group, LLC. | 91 | $3.57K | 0.00% | +91 | New |
| CGC Financial Services, LLC | 100 | $3.93K | 0.00% | +100 | New |
| Contravisory Investment Management, Inc. | 109 | $4.28K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $4.70K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $5.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 157 | $6.17K | 0.00% | +95+153.2% | Added |
| Hexagon Capital Partners LLC | 173 | $6.79K | 0.00% | +3+1.8% | Added |
| PrairieView Partners, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 188 | $7.38K | 0.00% | −7−3.6% | Reduced |
| Allworth Financial LP | 220 | $8.65K | 0.00% | +2+0.9% | Added |
| Private Ocean, LLC | 263 | $10.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 265 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 275 | $10.8K | 0.00% | +275 | New |
| Beacon Capital Management, LLC | 297 | $11.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $11.8K | 0.00% | +300 | New |
| Chelsea Counsel Co | 300 | $11.8K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 314 | $13.0K | 0.00% | −92−22.7% | Reduced |
| Gradient Investments LLC | 332 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 341 | $13.4K | 0.00% | −1−0.3% | Reduced |
| Proequities, Inc. | 356 | $14.0K | 0.00% | +239+204.3% | Added |
| Fifth Third Bancorp | 360 | $14.1K | 0.00% | +12+3.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 386 | $15.2K | 0.00% | +386 | New |
| Farmers & Merchants Investments Inc | 394 | $15.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 412 | $16.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 471 | $18.5K | 0.00% | −439−48.2% | Reduced |
| Princeton Global Asset Management LLC | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 503 | $20.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $23.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 689 | $27.0K | 0.00% | +57+9.0% | Added |
| Cambridge Trust Co | 700 | $27.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $30.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $30.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 867 | $34.0K | 0.00% | −83−8.7% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $35.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $38.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $39.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,208 | $47.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $58.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,836 | $72.1K | 0.00% | +21+1.2% | Added |
| Vigilant Capital Management, LLC | 2,000 | $79.0K | 0.01% | +2,000 | New |
| Shell Asset Management Co | 2,241 | $88.0K | 0.00% | −2,479−52.5% | Reduced |
| Benjamin Edwards Inc | 2,746 | $108.0K | 0.03% | +1,642+148.7% | Added |
| IFP Advisors, Inc | 2,355 | $123.5K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,400 | $133.0K | 0.00% | −500−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,630 | $142.6K | 0.00% | −183−4.8% | Reduced |
| Metropolitan Life Insurance Co | 4,043 | $158.8K | 0.01% | +103+2.6% | Added |
| Accurate Wealth Management, LLC | 5,211 | $201.4K | 0.06% | +5,211 | New |
| Pathstone Family Office, LLC | 4,864 | $204.6K | 0.00% | −573−10.5% | Reduced |
| Alberta Investment Management Corp | 5,212 | $204.7K | 0.00% | −4,027−43.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,231 | $205.0K | 0.00% | +4+0.1% | Added |
| Krane Funds Advisors LLC | 5,289 | $208.0K | 0.01% | −641−10.8% | Reduced |
| Advocate Group LLC | 5,326 | $209.2K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 5,359 | $210.4K | 0.01% | −685−11.3% | Reduced |
| Virtu Financial LLC | 5,471 | $215.0K | 0.02% | +5,471 | New |
| Panagora Asset Management Inc | 5,709 | $224.2K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $229.1K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,857 | $230.0K | 0.02% | −436−6.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,833 | $230.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,900 | $231.7K | 0.03% | −6,915−54.0% | Reduced |
| Neo Ivy Capital Management | 5,910 | $232.0K | 0.12% | +5,910 | New |
| Versor Investments LP | 6,162 | $242.0K | 0.04% | −1,507−19.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,246 | $243.0K | 0.01% | −297−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,235 | $244.8K | 0.01% | +330+5.6% | Added |
| Zacks Investment Management | 6,269 | $246.2K | 0.00% | +6,269 | New |
| Trust Co of Vermont | 6,283 | $246.7K | 0.02% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 6,692 | $262.8K | 0.28% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,700 | $263.1K | 0.00% | −77,596−92.1% | Reduced |
| Inceptionr LLC | 6,735 | $264.5K | 0.14% | +6,735 | New |
| Alliance Wealth Advisors, LLC | 6,839 | $268.6K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,975 | $273.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 7,004 | $275.1K | 0.00% | −10,652−60.3% | Reduced |
| Parcion Private Wealth LLC | 7,333 | $288.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 7,338 | $288.0K | 0.00% | +97+1.3% | Added |
| Ten Capital Wealth Advisors, LLC | 7,512 | $295.0K | 0.09% | +71+1.0% | Added |
| Foundations Investment Advisors, LLC | 7,594 | $298.2K | 0.01% | +7,594 | New |
| Moody National Bank Trust Division | 8,597 | $337.6K | 0.02% | 00.0% | Unchanged |