Skip to main content

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.

Institutional holdersQ2 2023: 262 institutions
Q1 2021: 251 institutionsQ2 2021: 255 institutionsQ3 2021: 256 institutionsQ4 2021: 261 institutionsQ1 2022: 275 institutionsQ2 2022: 274 institutionsQ3 2022: 279 institutionsQ4 2022: 289 institutionsQ1 2023: 270 institutionsQ2 2023: 262 institutionsQ3 2023: 266 institutionsQ4 2023: 288 institutionsQ1 2024: 303 institutionsQ2 2024: 315 institutionsQ3 2024: 330 institutionsQ4 2024: 332 institutionsQ1 2025: 374 institutionsQ2 2025: 371 institutionsQ3 2025: 380 institutionsQ4 2025: 405 institutionsQ1 2026: 405 institutionsQ2 2026: 419 institutions
Value heldQ2 2023: $2.68B
Q1 2021: $2.78BQ2 2021: $2.46BQ3 2021: $2.27BQ4 2021: $2.53BQ1 2022: $2.76BQ2 2022: $2.65BQ3 2022: $2.29BQ4 2022: $2.93BQ1 2023: $2.90BQ2 2023: $2.68BQ3 2023: $2.16BQ4 2023: $2.38BQ1 2024: $2.34BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.53BQ1 2025: $2.87BQ2 2025: $2.64BQ3 2025: $2.59BQ4 2025: $2.71BQ1 2026: $2.84BQ2 2026: $3.05B
Institutions holding AVA and their total value by quarter
QuarterHoldersValue
Q2 2026419$3.05B
Q1 2026405$2.84B
Q4 2025405$2.71B
Q3 2025380$2.59B
Q2 2025371$2.64B
Q1 2025374$2.87B
Q4 2024332$2.53B
Q3 2024330$2.63B
Q2 2024315$2.34B
Q1 2024303$2.34B
Q4 2023288$2.38B
Q3 2023266$2.16B
Q2 2023262$2.68B
Q1 2023270$2.90B
Q4 2022289$2.93B
Q3 2022279$2.29B
Q2 2022274$2.65B
Q1 2022275$2.76B
Q4 2021261$2.53B
Q3 2021256$2.27B
Q2 2021255$2.46B
Q1 2021251$2.78B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2023.

Institutions holding AVA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal26,425$1.12M0.00%−3,974−13.1%Reduced
Teacher Retirement System of Texas26,302$1.03M0.01%−9,655−26.9%Reduced
Hennessy Advisors Inc26,072$1.02M0.07%−1,000−3.7%Reduced
Ziegler Capital Management, LLC25,938$1.02M0.04%−4,523−14.8%Reduced
Macquarie Group Ltd25,918$1.02M0.00%−1,958−7.0%Reduced
Ensign Peak Advisors, Inc25,190$989.2K0.00%00.0%Unchanged
State of Tennessee, Treasury Department25,070$984.5K0.00%−10,774−30.1%Reduced
State of Wisconsin Investment Board24,251$952.3K0.00%+2,058+9.3%Added
Teachers Retirement System of the State of Kentucky23,703$931.0K0.01%+1,281+5.7%Added
Oregon Public Employees Retirement Fund23,626$927.8K0.01%−67−0.3%Reduced
Guggenheim Capital LLC23,354$917.1K0.01%−757−3.1%Reduced
Natixis Advisors, L.P.23,105$907.0K0.00%−3,627−13.6%Reduced
Jacobs Levy Equity Management, Inc22,965$901.8K0.01%−947−4.0%Reduced
State Board of Administration of Florida Retirement System22,659$889.8K0.00%+1,710+8.2%Added
Advisor Group Holdings, Inc.22,183$871.1K0.00%+626+2.9%Added
Holocene Advisors, LP22,028$865.0K0.00%−53,371−70.8%Reduced
Arizona State Retirement System21,146$830.4K0.01%−230−1.1%Reduced
Engineers Gate Manager LP21,051$826.7K0.03%+21,051New
Allianz Asset Management GmbH20,011$785.8K0.00%−15,306−43.3%Reduced
Everence Capital Management Inc18,490$765.0K0.06%00.0%Unchanged
Apella Capital, LLC19,255$756.1K0.05%+19,255New
Healthcare of Ontario Pension Plan Trust Fund18,865$740.8K0.00%+18,865New
Boston Partners18,489$726.1K0.00%+34+0.2%Added
American Century Companies Inc18,419$723.3K0.00%−989−5.1%Reduced
Van Eck Associates Corp18,231$716.0K0.00%+832+4.8%Added
Dark Forest Capital Management LP17,357$681.6K0.07%+17,357New
Voloridge Investment Management, LLC17,087$671.0K0.00%−31,506−64.8%Reduced
FMR LLC16,877$662.7K0.00%+8,075+91.7%Added
Martingale Asset Management L P16,088$631.8K0.01%−5,159−24.3%Reduced
Ethic Inc.15,758$618.8K0.02%+2,295+17.0%Added
The PNC Financial Services Group, Inc.14,788$580.7K0.00%−860−5.5%Reduced
Texas Yale Capital Corp.13,650$536.0K0.03%00.0%Unchanged
Baird Financial Group, Inc.13,594$533.8K0.00%+840+6.6%Added
Pearl River Capital, LLC13,099$514.4K0.08%+2,493+23.5%Added
Allspring Global Investments Holdings, LLC12,903$506.7K0.00%−22,818−63.9%Reduced
KBC Group NV12,833$504.0K0.00%−374−2.8%Reduced
Virtus Investment Advisers, Inc.12,779$501.8K0.34%00.0%Unchanged
HighTower Advisors, LLC12,460$495.0K0.00%+1,345+12.1%Added
Assenagon Asset Management S.A.12,139$476.7K0.00%+12,139New
Pictet Asset Management SA12,051$473.2K0.00%−1,003−7.7%Reduced
Keybank National Association11,854$465.5K0.00%+11,854New
Zurcher Kantonalbank (Zurich Cantonalbank)11,439$449.2K0.00%00.0%Unchanged
Daymark Wealth Partners, LLC11,200$439.8K0.03%+11,200New
US Bancorp11,028$433.1K0.00%−1,228−10.0%Reduced
Creative Planning10,746$422.0K0.00%+141+1.3%Added
Jane Street Group, LLC10,704$420.3K0.00%−3,447−24.4%Reduced
Stifel Financial Corp10,521$413.2K0.00%+1,995+23.4%Added
MML Investors Services, LLC10,516$413.0K0.00%+5,712+118.9%Added
Commonwealth Equity Services, LLC10,009$393.0K0.00%−251−2.4%Reduced
Farmers & Merchants Trust Co of Long Beach9,856$387.0K0.10%00.0%Unchanged
Mariner, LLC9,761$383.4K0.00%+130+1.3%Added
New York Life Investment Management LLC9,712$381.4K0.00%−1,501−13.4%Reduced
Aquatic Capital Management LLC9,700$381.0K0.02%+9,700New
Advisor Partners II, LLC9,664$379.5K0.02%+3,933+68.6%Added
Amundi9,686$378.6K0.00%−561−5.5%Reduced
Bank of Nova Scotia9,478$372.2K0.00%+320+3.5%Added
HGK Asset Management Inc9,461$372.0K0.12%−3,423−26.6%Reduced
Citadel Advisors LLC9,322$366.1K0.00%−47,521−83.6%Reduced
Public Employees Retirement Association of Colorado9,287$365.0K0.00%00.0%Unchanged
IFM Investors Pty Ltd9,260$363.6K0.00%+9,260New
Captrust Financial Advisors9,181$360.5K0.00%−644−6.6%Reduced
CIBC Asset Management Inc8,621$338.5K0.00%00.0%Unchanged
Moody National Bank Trust Division8,597$337.6K0.02%00.0%Unchanged
Foundations Investment Advisors, LLC7,594$298.2K0.01%+7,594New
Ten Capital Wealth Advisors, LLC7,512$295.0K0.09%+71+1.0%Added
CWM, LLC7,338$288.0K0.00%+97+1.3%Added
Parcion Private Wealth LLC7,333$288.0K0.03%00.0%Unchanged
Truist Financial Corp7,004$275.1K0.00%−10,652−60.3%Reduced
TownSquare Capital, LLC6,975$273.9K0.00%00.0%Unchanged
Alliance Wealth Advisors, LLC6,839$268.6K0.10%00.0%Unchanged
Inceptionr LLC6,735$264.5K0.14%+6,735New
D. E. Shaw & Co., Inc.6,700$263.1K0.00%−77,596−92.1%Reduced
Columbia Advisory Partners LLC6,692$262.8K0.28%00.0%Unchanged
Trust Co of Vermont6,283$246.7K0.02%00.0%Unchanged
Zacks Investment Management6,269$246.2K0.00%+6,269New
Ameritas Investment Partners, Inc.6,235$244.8K0.01%+330+5.6%Added
Crossmark Global Holdings, Inc.6,246$243.0K0.01%−297−4.5%Reduced
Versor Investments LP6,162$242.0K0.04%−1,507−19.7%Reduced
Neo Ivy Capital Management5,910$232.0K0.12%+5,910New
Americana Partners, LLC5,900$231.7K0.03%−6,915−54.0%Reduced
Wintrust Investments LLC5,857$230.0K0.02%−436−6.9%Reduced
DekaBank Deutsche Girozentrale5,833$230.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,833$229.1K0.00%00.0%Unchanged
Panagora Asset Management Inc5,709$224.2K0.00%00.0%Unchanged
Virtu Financial LLC5,471$215.0K0.02%+5,471New
JustInvest LLC5,359$210.4K0.01%−685−11.3%Reduced
Advocate Group LLC5,326$209.2K0.05%00.0%Unchanged
Krane Funds Advisors LLC5,289$208.0K0.01%−641−10.8%Reduced
Cambridge Investment Research Advisors, Inc.5,231$205.0K0.00%+4+0.1%Added
Alberta Investment Management Corp5,212$204.7K0.00%−4,027−43.6%Reduced
Pathstone Family Office, LLC4,864$204.6K0.00%−573−10.5%Reduced
Accurate Wealth Management, LLC5,211$201.4K0.06%+5,211New
Metropolitan Life Insurance Co4,043$158.8K0.01%+103+2.6%Added
Tower Research Capital LLC (TRC)3,630$142.6K0.00%−183−4.8%Reduced
STRS Ohio3,400$133.0K0.00%−500−12.8%Reduced
IFP Advisors, Inc2,355$123.5K0.01%00.0%Unchanged
Benjamin Edwards Inc2,746$108.0K0.03%+1,642+148.7%Added
Shell Asset Management Co2,241$88.0K0.00%−2,479−52.5%Reduced
Vigilant Capital Management, LLC2,000$79.0K0.01%+2,000New
Bogart Wealth, LLC1,836$72.1K0.00%+21+1.2%Added