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, Q4 2023
Institutional positions in Avista Corp as of Dec 31, 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
- 288
- +23 vs. Q3 2023
- Shares held
- 66.6M
- −116.8K (−0.2%) vs. Q3 2023
- Total value
- $2.38B
- +$220.6M (+10.2%) vs. Q3 2023
- New holders
- 50
- 96 more added
- Sold out
- 27
- 94 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3 | $108 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $143 | 0.00% | −10−71.4% | Reduced |
| Abound Wealth Management | 7 | $251 | 0.00% | −4−36.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $322 | 0.00% | +9 | New |
| Peoples Bank | 10 | $357 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $394 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 17 | $607 | 0.00% | +15+750.0% | Added |
| Parkside Financial Bank & Trust | 20 | $715 | 0.00% | −93−82.3% | Reduced |
| Federated Hermes, Inc. | 21 | $751 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $894 | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 39 | $1.39K | 0.00% | +35+875.0% | Added |
| Private Trust Co NA | 41 | $1.47K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 54 | $1.93K | 0.00% | −340−86.3% | Reduced |
| Ronald Blue Trust, Inc. | 62 | $2.00K | 0.00% | −190−75.4% | Reduced |
| Key Financial Inc | 62 | $2.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 64 | $2.28K | 0.00% | +64 | New |
| GAMMA Investing LLC | 73 | $2.48K | 0.00% | +73 | New |
| Farther Finance Advisors, LLC | 70 | $2.50K | 0.00% | +34+94.4% | Added |
| Global Retirement Partners, LLC | 74 | $2.51K | 0.00% | −10−11.9% | Reduced |
| Glassman Wealth Services | 81 | $2.90K | 0.00% | +81 | New |
| Parallel Advisors, LLC | 85 | $3.04K | 0.00% | +85 | New |
| GWM Advisors LLC | 88 | $3.15K | 0.00% | −7−7.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $3.25K | 0.00% | +57+167.6% | Added |
| CGC Financial Services, LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $3.97K | 0.00% | +111 | New |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 115 | $4.11K | 0.00% | −100−46.5% | Reduced |
| Pacifica Partners Inc. | 120 | $4.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 117 | $4.18K | 0.00% | +117 | New |
| Signaturefd, LLC | 130 | $4.65K | 0.00% | −153−54.1% | Reduced |
| Capital Advisors, Ltd. LLC | 165 | $6.00K | 0.00% | +165 | New |
| Bell Investment Advisors, Inc | 220 | $7.86K | 0.00% | −3−1.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 225 | $8.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $8.30K | 0.00% | +6+2.7% | Added |
| Private Ocean, LLC | 263 | $9.40K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 297 | $9.61K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 275 | $9.83K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.7K | 0.01% | −5,600−94.9% | Reduced |
| Chelsea Counsel Co | 300 | $10.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 332 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 332 | $11.9K | 0.00% | +249+300.0% | Added |
| Quadrant Capital Group LLC | 345 | $12.3K | 0.00% | +125+56.8% | Added |
| Central Trust Co | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $14.3K | 0.00% | +400 | New |
| Principal Securities, Inc. | 475 | $17.0K | 0.00% | +475 | New |
| Benjamin F. Edwards & Company, Inc. | 486 | $17.0K | 0.00% | +486 | New |
| Fifth Third Bancorp | 485 | $17.3K | 0.00% | +447+1,176.3% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $17.9K | 0.00% | −300−37.5% | Reduced |
| Princeton Global Asset Management LLC | 500 | $17.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 608 | $21.7K | 0.00% | +262+75.7% | Added |
| Bessemer Group Inc | 642 | $23.0K | 0.00% | −22−3.3% | Reduced |
| WealthCollab, LLC | 667 | $23.8K | 0.02% | +667 | New |
| IAG Wealth Partners, LLC | 670 | $23.9K | 0.01% | +670 | New |
| Cambridge Trust Co | 700 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $27.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $27.4K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 901 | $32.0K | 0.01% | +901 | New |
| Nomura Asset Management Co Ltd | 900 | $32.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $34.6K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,063 | $38.0K | 0.00% | +640+151.3% | Added |
| State of Wyoming | 1,103 | $39.4K | 0.01% | +1,103 | New |
| Versant Capital Management, Inc | 1,133 | $40.5K | 0.01% | −50−4.2% | Reduced |
| Quarry LP | 1,179 | $42.1K | 0.02% | +477+67.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $53.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $54.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,715 | $61.0K | 0.00% | −491−22.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,922 | $68.7K | 0.00% | +1,782+1,272.9% | Added |
| KBC Group NV | 1,961 | $70.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,000 | $71.0K | 0.00% | +500+33.3% | Added |
| IFP Advisors, Inc | 2,355 | $84.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,547 | $91.0K | 0.00% | −1,327−34.3% | Reduced |
| Advisory Services Network, LLC | 3,581 | $128.0K | 0.00% | +3,581 | New |
| Metropolitan Life Insurance Co | 4,341 | $155.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 4,496 | $161.0K | 0.11% | +1,182+35.7% | Added |
| Point72 Hong Kong Ltd | 4,556 | $162.8K | 0.01% | +4,556 | New |
| SG Americas Securities, LLC | 5,335 | $191.0K | 0.00% | −20,259−79.2% | Reduced |
| CWM, LLC | 5,398 | $193.0K | 0.00% | +184+3.5% | Added |
| DekaBank Deutsche Girozentrale | 5,833 | $207.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $208.5K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,975 | $213.5K | 0.07% | +5,975 | New |
| Trust Co of Vermont | 5,999 | $214.4K | 0.01% | −90−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 6,036 | $216.0K | 0.00% | +6,036 | New |
| Meeder Advisory Services, Inc. | 6,044 | $216.0K | 0.02% | +6,044 | New |
| Cetera Investment Advisers | 6,045 | $216.1K | 0.00% | +6,045 | New |
| Wealth Enhancement Advisory Services, LLC | 6,414 | $229.2K | 0.00% | −1,866−22.5% | Reduced |
| Point72 Middle East FZE | 6,614 | $236.4K | 0.02% | +6,614 | New |
| Aquatic Capital Management LLC | 6,700 | $239.0K | 0.01% | −1,700−20.2% | Reduced |
| Axq Capital, LP | 6,800 | $243.0K | 0.06% | +6,800 | New |
| Alliance Wealth Advisors, LLC | 6,839 | $244.4K | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,839 | $244.4K | 0.00% | +6,839 | New |
| SPC Financial, Inc. | 7,000 | $250.2K | 0.03% | +7,000 | New |
| TownSquare Capital, LLC | 7,024 | $251.0K | 0.00% | −78−1.1% | Reduced |
| Qube Research & Technologies Ltd | 7,035 | $251.4K | 0.00% | −40,095−85.1% | Reduced |
| CI Private Wealth, LLC | 7,234 | $258.5K | 0.00% | +7,234 | New |
| Parcion Private Wealth LLC | 7,333 | $262.1K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,458 | $266.5K | 0.00% | −959−11.4% | Reduced |
| Foundations Investment Advisors, LLC | 8,036 | $277.2K | 0.01% | +442+5.8% | Added |