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, 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 | 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, 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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $188.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,833 | $188.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,214 | $169.0K | 0.00% | −2,124−28.9% | Reduced |
| Point72 Asset Management, L.P. | 5,100 | $165.1K | 0.00% | +5,100 | New |
| Metropolitan Life Insurance Co | 4,341 | $140.5K | 0.01% | +298+7.4% | Added |
| Benjamin Edwards Inc | 4,258 | $138.0K | 0.03% | +1,512+55.1% | Added |
| Tower Research Capital LLC (TRC) | 3,874 | $125.4K | 0.00% | +244+6.7% | Added |
| Covestor Ltd | 3,314 | $107.0K | 0.08% | +3,306+41,325.0% | Added |
| IFP Advisors, Inc | 2,355 | $76.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,206 | $71.0K | 0.00% | −35−1.6% | Reduced |
| KBC Group NV | 1,961 | $63.0K | 0.00% | −10,872−84.7% | Reduced |
| Bogart Wealth, LLC | 1,860 | $60.2K | 0.00% | +24+1.3% | Added |
| Bartlett & Co. LLC | 1,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $48.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $48.0K | 0.00% | −1,900−55.9% | Reduced |
| Versant Capital Management, Inc | 1,183 | $38.3K | 0.01% | −25−2.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $32.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $31.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $29.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 800 | $25.9K | 0.00% | +800 | New |
| Financial Perspectives, Inc | 768 | $24.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $24.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 702 | $22.7K | 0.01% | +702 | New |
| Cambridge Trust Co | 700 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 664 | $22.0K | 0.00% | −25−3.6% | Reduced |
| Delta Asset Management LLC | 600 | $19.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 423 | $13.7K | 0.00% | +67+18.8% | Added |
| Central Trust Co | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $12.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 297 | $11.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $11.2K | 0.00% | −521−60.1% | Reduced |
| Gradient Investments LLC | 332 | $10.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 300 | $9.71K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 300 | $9.71K | 0.00% | +300 | New |
| Signaturefd, LLC | 283 | $9.16K | 0.00% | −58−17.0% | Reduced |
| Ronald Blue Trust, Inc. | 252 | $9.00K | 0.00% | −62−19.7% | Reduced |
| Brown Brothers Harriman & Co | 275 | $8.90K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 263 | $8.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 226 | $7.33K | 0.00% | +6+2.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 225 | $7.28K | 0.00% | −161−41.7% | Reduced |
| Bell Investment Advisors, Inc | 223 | $7.22K | 0.00% | +210+1,615.4% | Added |
| Quadrant Capital Group LLC | 220 | $7.12K | 0.00% | −251−53.3% | Reduced |
| Hexagon Capital Partners LLC | 215 | $6.96K | 0.00% | +42+24.3% | Added |
| Northwestern Mutual Wealth Management Co | 140 | $4.53K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $3.66K | 0.00% | −75−39.9% | Reduced |
| CGC Financial Services, LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $3.08K | 0.00% | +87+1,087.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.85K | 0.00% | +88 | New |
| Harbour Investments, Inc. | 83 | $2.69K | 0.00% | +1+1.2% | Added |
| Global Retirement Partners, LLC | 84 | $2.66K | 0.00% | −5−5.6% | Reduced |
| Key Financial Inc | 62 | $2.01K | 0.00% | −95−60.5% | Reduced |
| Fifth Third Bancorp | 38 | $1.23K | 0.00% | −322−89.4% | Reduced |
| Farther Finance Advisors, LLC | 36 | $1.17K | 0.00% | +23+176.9% | Added |
| Massmutual Trust Co FSB | 34 | $1.10K | 0.00% | −36−51.4% | Reduced |
| Federated Hermes, Inc. | 21 | $680 | 0.00% | −10−32.3% | Reduced |
| Prestige Wealth Management Group LLC | 20 | $648 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $453 | 0.00% | +1+7.7% | Added |
| Abound Wealth Management | 11 | $357 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $357 | 0.00% | +2+22.2% | Added |
| Peoples Bank | 10 | $323 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 4 | $130 | 0.00% | −34−89.5% | Reduced |
| Manchester Capital Management LLC | 3 | $98 | 0.00% | +3 | New |
| Huntington National Bank | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 0 | $0 | 0.00% | −83,547−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,028−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −18,865−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −15,758−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,139−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −9,478−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,735−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Advocate Group LLC | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | Not filed |