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, Q3 2023
Institutional positions in Avista Corp as of Sep 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
- 266
- +8 vs. Q2 2023
- Shares held
- 66.7M
- −1.56M (−2.3%) vs. Q2 2023
- Total value
- $2.16B
- −$520.1M (−19.4%) vs. Q2 2023
- New holders
- 40
- 101 more added
- Sold out
- 32
- 83 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $98 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $130 | 0.00% | −34−89.5% | Reduced |
| Peoples Bank | 10 | $323 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $357 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $357 | 0.00% | +2+22.2% | Added |
| AdvisorNet Financial, Inc | 14 | $453 | 0.00% | +1+7.7% | Added |
| Prestige Wealth Management Group LLC | 20 | $648 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 21 | $680 | 0.00% | −10−32.3% | Reduced |
| Massmutual Trust Co FSB | 34 | $1.10K | 0.00% | −36−51.4% | Reduced |
| Farther Finance Advisors, LLC | 36 | $1.17K | 0.00% | +23+176.9% | Added |
| Fifth Third Bancorp | 38 | $1.23K | 0.00% | −322−89.4% | Reduced |
| Key Financial Inc | 62 | $2.01K | 0.00% | −95−60.5% | Reduced |
| Global Retirement Partners, LLC | 84 | $2.66K | 0.00% | −5−5.6% | Reduced |
| Harbour Investments, Inc. | 83 | $2.69K | 0.00% | +1+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.85K | 0.00% | +88 | New |
| GWM Advisors LLC | 95 | $3.08K | 0.00% | +87+1,087.5% | Added |
| CGC Financial Services, LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $3.66K | 0.00% | −75−39.9% | Reduced |
| Pacifica Partners Inc. | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 140 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 215 | $6.96K | 0.00% | +42+24.3% | Added |
| Quadrant Capital Group LLC | 220 | $7.12K | 0.00% | −251−53.3% | Reduced |
| Bell Investment Advisors, Inc | 223 | $7.22K | 0.00% | +210+1,615.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 225 | $7.28K | 0.00% | −161−41.7% | Reduced |
| Allworth Financial LP | 226 | $7.33K | 0.00% | +6+2.7% | Added |
| Private Ocean, LLC | 263 | $8.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 275 | $8.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 252 | $9.00K | 0.00% | −62−19.7% | Reduced |
| Signaturefd, LLC | 283 | $9.16K | 0.00% | −58−17.0% | Reduced |
| Chelsea Counsel Co | 300 | $9.71K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 300 | $9.71K | 0.00% | +300 | New |
| Gradient Investments LLC | 332 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $11.2K | 0.00% | −521−60.1% | Reduced |
| Beacon Capital Management, LLC | 297 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $12.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 423 | $13.7K | 0.00% | +67+18.8% | Added |
| Princeton Global Asset Management LLC | 500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 664 | $22.0K | 0.00% | −25−3.6% | Reduced |
| Cambridge Trust Co | 700 | $22.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 702 | $22.7K | 0.01% | +702 | New |
| Cedar Mountain Advisors, LLC | 768 | $24.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $24.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 800 | $25.9K | 0.00% | +800 | New |
| Nomura Asset Management Co Ltd | 900 | $29.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $31.3K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $32.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,183 | $38.3K | 0.01% | −25−2.1% | Reduced |
| STRS Ohio | 1,500 | $48.0K | 0.00% | −1,900−55.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $48.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,860 | $60.2K | 0.00% | +24+1.3% | Added |
| KBC Group NV | 1,961 | $63.0K | 0.00% | −10,872−84.7% | Reduced |
| Shell Asset Management Co | 2,206 | $71.0K | 0.00% | −35−1.6% | Reduced |
| IFP Advisors, Inc | 2,355 | $76.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,314 | $107.0K | 0.08% | +3,306+41,325.0% | Added |
| Tower Research Capital LLC (TRC) | 3,874 | $125.4K | 0.00% | +244+6.7% | Added |
| Benjamin Edwards Inc | 4,258 | $138.0K | 0.03% | +1,512+55.1% | Added |
| Metropolitan Life Insurance Co | 4,341 | $140.5K | 0.01% | +298+7.4% | Added |
| Point72 Asset Management, L.P. | 5,100 | $165.1K | 0.00% | +5,100 | New |
| CWM, LLC | 5,214 | $169.0K | 0.00% | −2,124−28.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,833 | $188.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $188.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,900 | $191.0K | 0.12% | +5,900 | New |
| Trust Co of Vermont | 6,089 | $197.1K | 0.01% | −194−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,201 | $200.7K | 0.00% | +6,201 | New |
| HSBC Holdings PLC | 6,306 | $203.5K | 0.00% | −22,678−78.2% | Reduced |
| Panagora Asset Management Inc | 6,390 | $206.8K | 0.00% | +681+11.9% | Added |
| Advisor Partners II, LLC | 6,473 | $209.5K | 0.01% | −3,191−33.0% | Reduced |
| Columbia Advisory Partners LLC | 6,692 | $216.6K | 0.24% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,713 | $217.3K | 0.01% | −14,338−68.1% | Reduced |
| Alliance Wealth Advisors, LLC | 6,839 | $221.4K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 7,061 | $228.6K | 0.14% | +7,061 | New |
| TownSquare Capital, LLC | 7,102 | $229.9K | 0.00% | +127+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 7,144 | $231.3K | 0.02% | +7,144 | New |
| Parcion Private Wealth LLC | 7,333 | $237.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,502 | $242.8K | 0.01% | +1,267+20.3% | Added |
| Foundations Investment Advisors, LLC | 7,594 | $245.8K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,676 | $248.5K | 0.03% | +7,676 | New |
| Trexquant Investment LP | 7,677 | $248.5K | 0.01% | −28,471−78.8% | Reduced |
| CIBC Asset Management Inc | 7,836 | $253.7K | 0.00% | −785−9.1% | Reduced |
| Clough Capital Partners L P | 8,024 | $259.7K | 0.03% | +8,024 | New |
| Allspring Global Investments Holdings, LLC | 8,146 | $263.7K | 0.00% | −4,757−36.9% | Reduced |
| Moors & Cabot, Inc. | 8,151 | $263.8K | 0.02% | +8,151 | New |
| Commonwealth Equity Services, LLC | 8,201 | $265.0K | 0.00% | −1,808−18.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,280 | $268.0K | 0.00% | +8,280 | New |
| New York Life Investment Management LLC | 8,388 | $271.5K | 0.00% | −1,324−13.6% | Reduced |
| Aquatic Capital Management LLC | 8,400 | $272.0K | 0.01% | −1,300−13.4% | Reduced |
| State of Wisconsin Investment Board | 8,417 | $272.5K | 0.00% | −15,834−65.3% | Reduced |
| FMR LLC | 8,672 | $280.7K | 0.00% | −8,205−48.6% | Reduced |
| Captrust Financial Advisors | 8,741 | $282.9K | 0.00% | −440−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,287 | $301.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 9,431 | $305.0K | 0.10% | −30−0.3% | Reduced |
| Amundi | 9,695 | $317.3K | 0.00% | +9+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,856 | $319.0K | 0.09% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 10,051 | $325.4K | 0.00% | +791+8.5% | Added |
| Bridgefront Capital, LLC | 10,195 | $330.0K | 0.23% | +10,195 | New |