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Livermore
ZHEN

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, 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: 420 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 2026420$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
Bartlett & Co. LLC1,500$59.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,500$58.9K0.00%00.0%Unchanged
Versant Capital Management, Inc1,208$47.4K0.02%00.0%Unchanged
Hussman Strategic Advisors, Inc.1,000$39.3K0.01%00.0%Unchanged
Wolverine Asset Management LLC967$38.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd900$35.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC867$34.0K0.00%−83−8.7%Reduced
Financial Perspectives, Inc768$30.2K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC768$30.2K0.01%00.0%Unchanged
Cambridge Trust Co700$27.5K0.00%00.0%Unchanged
Bessemer Group Inc689$27.0K0.00%+57+9.0%Added
Delta Asset Management LLC600$23.6K0.00%00.0%Unchanged
Cohen & Steers, Inc.503$20.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC500$19.6K0.01%00.0%Unchanged
Quadrant Capital Group LLC471$18.5K0.00%−439−48.2%Reduced
Bellevue Asset Management, LLC412$16.2K0.01%00.0%Unchanged
Central Trust Co400$15.7K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc394$15.5K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.386$15.2K0.00%+386New
Fifth Third Bancorp360$14.1K0.00%+12+3.4%Added
Proequities, Inc.356$14.0K0.00%+239+204.3%Added
Signaturefd, LLC341$13.4K0.00%−1−0.3%Reduced
Gradient Investments LLC332$13.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.314$13.0K0.00%−92−22.7%Reduced
Toth Financial Advisory Corp300$11.8K0.00%+300New
Chelsea Counsel Co300$11.8K0.01%+300New
Beacon Capital Management, LLC297$11.7K0.00%00.0%Unchanged
Brown Brothers Harriman & Co275$10.8K0.00%+275New
Stonebridge Capital Advisors LLC265$10.4K0.00%00.0%Unchanged
Private Ocean, LLC263$10.3K0.00%00.0%Unchanged
Allworth Financial LP220$8.65K0.00%+2+0.9%Added
Parkside Financial Bank & Trust188$7.38K0.00%−7−3.6%Reduced
PrairieView Partners, LLC200$7.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC173$6.79K0.00%+3+1.8%Added
Key Financial Inc157$6.17K0.00%+95+153.2%Added
Northwestern Mutual Wealth Management Co140$5.50K0.00%00.0%Unchanged
Smithfield Trust Co120$5.00K0.00%00.0%Unchanged
Pacifica Partners Inc.120$4.70K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.109$4.28K0.00%00.0%Unchanged
CGC Financial Services, LLC100$3.93K0.00%+100New
First Capital Advisors Group, LLC.91$3.57K0.00%+91New
Global Retirement Partners, LLC89$3.50K0.00%+56+169.7%Added
Harbour Investments, Inc.82$3.23K0.00%+1+1.2%Added
Parallel Advisors, LLC81$3.18K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC75$2.95K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc74$2.91K0.00%00.0%Unchanged
Massmutual Trust Co FSB70$2.75K0.00%−287−80.4%Reduced
JFS Wealth Advisors, LLC38$1.49K0.00%00.0%Unchanged
Federated Hermes, Inc.31$1.22K0.00%−5−13.9%Reduced
Glassman Wealth Services28$1.10K0.00%+28New
Prestige Wealth Management Group LLC20$7860.00%00.0%Unchanged
AdvisorNet Financial, Inc13$5110.00%00.0%Unchanged
Bell Investment Advisors, Inc13$5110.00%00.0%Unchanged
Farther Finance Advisors, LLC13$5110.00%00.0%Unchanged
Abound Wealth Management11$4320.00%+11New
Disciplined Investments, LLC10$3930.00%00.0%Unchanged
SJS Investment Consulting Inc.9$3540.00%−3−25.0%Reduced
GWM Advisors LLC8$3140.00%+8New
Huntington National Bank2$790.00%00.0%Unchanged
Covestor Ltd8$00.00%00.0%Unchanged
Comerica Bank57,176$00.00%+57,176New
Psagot Value Holdings Ltd. / (Israel)4$00.00%+4New
Bridgeway Capital Management, LLC0$00.00%−161,412−100.0%Sold out
Walleye Capital LLC0$00.00%−92,503−100.0%Sold out
Trillium Asset Management, LLC0$00.00%−53,091−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−49,600−100.0%Sold out
Algert Global LLC0$00.00%−32,703−100.0%Sold out
SG Americas Securities, LLC0$00.00%−19,939−100.0%Sold out
Duality Advisers, LP0$00.00%−19,711−100.0%Sold out
Jennison Associates LLC0$00.00%−19,440−100.0%Sold out
Greenland Capital Management LP0$00.00%−17,530−100.0%Sold out
Aigen Investment Management, LP0$00.00%−13,315−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−10,645−100.0%Sold out
AQR Capital Management LLC0$00.00%−10,185−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−8,847−100.0%Sold out
Cipher Capital LP0$00.00%−8,753−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−7,420−100.0%Sold out
Man Group plc0$00.00%–Sold out
Balyasny Asset Management LLC0$00.00%−7,069−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−6,557−100.0%Sold out
Dakota Wealth Management0$00.00%−6,085−100.0%Sold out
Centiva Capital, LP0$00.00%−5,988−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−5,534−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−5,469−100.0%Sold out
Bailard, Inc.0$00.00%−5,368−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−5,145−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−5,118−100.0%Sold out
Profund Advisors LLC0$00.00%−5,066−100.0%Sold out
D.A. Davidson & Co.0$00.00%−5,038−100.0%Sold out
Eads & Heald Wealth Management0$00.00%−4,858−100.0%Sold out
Mackenzie Financial Corp0$00.00%−4,758−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,285−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,002−100.0%Sold out
Cutler Group LP0$00.00%−1,000−100.0%Sold out
State of Wyoming0$00.00%−775−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−483−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−230−100.0%Sold out
Red Tortoise LLC0$00.00%−64−100.0%Sold out
Steward Financial Group LLC0$00.00%−38−100.0%Sold out
Schubert & Co0$00.00%−13−100.0%Sold out