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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 47,855 | $1.71M | 0.02% | −3,090−6.1% | Reduced |
| Macquarie Group Ltd | 48,235 | $1.72M | 0.00% | +10,545+28.0% | Added |
| Gsa Capital Partners LLP | 48,346 | $1.73M | 0.15% | +48,346 | New |
| Price T Rowe Associates Inc | 49,491 | $1.77M | 0.00% | +2,683+5.7% | Added |
| Legato Capital Management LLC | 49,981 | $1.79M | 0.23% | +9,298+22.9% | Added |
| Dean Capital Management | 49,981 | $1.79M | 1.10% | +9,298+22.9% | Added |
| Nisa Investment Advisors, LLC | 51,789 | $1.85M | 0.01% | −11,541−18.2% | Reduced |
| Tudor Investment Corp Et Al | 52,447 | $1.87M | 0.03% | −43,143−45.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 53,834 | $1.92M | 0.03% | +53,834 | New |
| Two Sigma Investments, LP | 56,407 | $2.02M | 0.00% | −94,320−62.6% | Reduced |
| American Century Companies Inc | 61,389 | $2.19M | 0.00% | −14,927−19.6% | Reduced |
| Edgestream Partners, L.P. | 62,489 | $2.23M | 0.16% | +51,881+489.1% | Added |
| Great West Life Assurance Co | 65,172 | $2.33M | 0.01% | −5,917−8.3% | Reduced |
| Cubist Systematic Strategies, LLC | 66,170 | $2.36M | 0.03% | +52,700+391.2% | Added |
| Two Sigma Advisers, LP | 66,800 | $2.39M | 0.01% | +6,300+10.4% | Added |
| Texas Permanent School Fund | 66,834 | $2.39M | 0.02% | +1,843+2.8% | Added |
| Cambiar Investors LLC | 68,151 | $2.44M | 0.10% | 00.0% | Unchanged |
| Citigroup Inc | 70,086 | $2.50M | 0.00% | +18,468+35.8% | Added |
| State of New Jersey Common Pension Fund D | 74,468 | $2.66M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 74,760 | $2.67M | 0.01% | −18,856−20.1% | Reduced |
| Brandes Investment Partners, LP | 78,788 | $2.82M | 0.04% | +20,478+35.1% | Added |
| Voloridge Investment Management, LLC | 80,086 | $2.86M | 0.01% | −6,568−7.6% | Reduced |
| California State Teachers Retirement System | 80,774 | $2.89M | 0.00% | −2,869−3.4% | Reduced |
| Franklin Resources Inc | 80,923 | $2.89M | 0.00% | −4,857−5.7% | Reduced |
| Alliancebernstein L.P. | 82,473 | $2.95M | 0.00% | +140.0% | Added |
| Congress Asset Management Co | 84,781 | $3.03M | 0.02% | +301+0.4% | Added |
| SEI Investments Co | 93,501 | $3.34M | 0.01% | −1,554−1.6% | Reduced |
| Balyasny Asset Management LLC | 96,139 | $3.44M | 0.01% | +96,139 | New |
| Credit Suisse AG | 100,501 | $3.59M | 0.00% | +10,855+12.1% | Added |
| D.A. Davidson & Co. | 105,729 | $3.78M | 0.04% | +7,649+7.8% | Added |
| Public Employees Retirement System of Ohio | 109,340 | $3.91M | 0.02% | +270.0% | Added |
| UBS Group AG | 118,764 | $4.24M | 0.00% | +29,756+33.4% | Added |
| Brandywine Global Investment Management, LLC | 119,264 | $4.26M | 0.03% | −12,634−9.6% | Reduced |
| New York State Teachers Retirement System | 119,639 | $4.28M | 0.01% | −1,381−1.1% | Reduced |
| Advisors Asset Management, Inc. | 119,683 | $4.28M | 0.09% | +18,049+17.8% | Added |
| Mutual of America Capital Management LLC | 122,404 | $4.37M | 0.05% | −1,723−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 123,190 | $4.40M | 0.14% | +123,190 | New |
| Envestnet Asset Management Inc | 127,116 | $4.54M | 0.00% | +72,292+131.9% | Added |
| Barclays PLC | 130,154 | $4.65M | 0.00% | +83,554+179.3% | Added |
| UBS Asset Management Americas Inc | 131,619 | $4.70M | 0.00% | −5,893−4.3% | Reduced |
| Invenomic Capital Management LP | 138,789 | $4.96M | 0.26% | +138,789 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 143,018 | $5.11M | 0.04% | −31,511−18.1% | Reduced |
| Raymond James & Associates | 143,627 | $5.13M | 0.00% | −13,304−8.5% | Reduced |
| Dean Investment Associates, LLC | 147,659 | $5.28M | 0.75% | +46,049+45.3% | Added |
| Swiss National Bank | 150,800 | $5.39M | 0.00% | −15,700−9.4% | Reduced |
| PATRIZIA Pty Ltd | 151,350 | $5.41M | 9.18% | −147,422−49.3% | Reduced |
| Renaissance Technologies LLC | 151,601 | $5.42M | 0.01% | −257,244−62.9% | Reduced |
| Bank of America Corp | 155,595 | $5.56M | 0.00% | +31,415+25.3% | Added |
| Richard C. Young & CO., LTD. | 170,821 | $6.11M | 0.82% | −88,437−34.1% | Reduced |
| Gamco Investors, Inc. Et Al | 186,620 | $6.67M | 0.07% | +60,750+48.3% | Added |
| Bruce & Co., Inc. | 201,500 | $7.20M | 2.51% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 208,131 | $7.44M | 0.22% | −68,674−24.8% | Reduced |
| Assenagon Asset Management S.A. | 226,469 | $8.09M | 0.02% | +226,469 | New |
| Voya Investment Management LLC | 227,877 | $8.14M | 0.01% | −44,919−16.5% | Reduced |
| ProShare Advisors LLC | 229,923 | $8.22M | 0.03% | −20,237−8.1% | Reduced |
| Royal Bank of Canada | 238,330 | $8.52M | 0.00% | +183,363+333.6% | Added |
| Rhumbline Advisers | 254,688 | $9.10M | 0.01% | +1,067+0.4% | Added |
| Squarepoint Ops LLC | 277,535 | $9.92M | 0.04% | −71,540−20.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 284,832 | $10.2M | 0.16% | +284,832 | New |
| Millennium Management LLC | 331,632 | $11.9M | 0.01% | +92,042+38.4% | Added |
| Segall Bryant & Hamill, LLC | 353,807 | $12.6M | 0.24% | −914−0.3% | Reduced |
| JPMorgan Chase & Co | 384,272 | $13.7M | 0.00% | −48,361−11.2% | Reduced |
| Principal Financial Group Inc | 403,148 | $14.4M | 0.01% | −9,174−2.2% | Reduced |
| Gabelli Funds LLC | 418,000 | $14.9M | 0.12% | +8,000+2.0% | Added |
| Victory Capital Management Inc | 465,613 | $16.6M | 0.02% | −7,526−1.6% | Reduced |
| Nuveen Asset Management, LLC | 497,484 | $17.8M | 0.01% | +5,573+1.1% | Added |
| Kennedy Capital Management, Inc. | 525,241 | $18.8M | 0.41% | −33,725−6.0% | Reduced |
| Legal & General Group Plc | 530,047 | $18.9M | 0.01% | +34,537+7.0% | Added |
| Norges Bank | 531,284 | $19.0M | 0.00% | −254,765−32.4% | Reduced |
| Prudential Financial Inc | 590,602 | $21.1M | 0.03% | −32,617−5.2% | Reduced |
| Old Republic International Corporation | 597,500 | $21.4M | 0.80% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 709,707 | $25.4M | 0.01% | +346,540+95.4% | Added |
| Northern Trust Corp | 956,784 | $34.2M | 0.01% | +63,389+7.1% | Added |
| Invesco Ltd. | 1,043,892 | $37.3M | 0.01% | −136,102−11.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,051,967 | $37.6M | 0.01% | +55,697+5.6% | Added |
| Bank of New York Mellon Corp | 1,181,123 | $42.2M | 0.01% | −72,984−5.8% | Reduced |
| Morgan Stanley | 1,393,697 | $49.8M | 0.00% | +203,758+17.1% | Added |
| Dimensional Fund Advisors LP | 1,455,443 | $52.0M | 0.02% | −17,031−1.2% | Reduced |
| Geode Capital Management, LLC | 1,650,709 | $59.0M | 0.01% | +94,900+6.1% | Added |
| Nuance Investments, LLC | 1,657,277 | $59.2M | 1.36% | −164,999−9.1% | Reduced |
| Westwood Holdings Group Inc. | 1,729,700 | $61.8M | 0.52% | −59,279−3.3% | Reduced |
| Ameriprise Financial Inc | 1,926,376 | $68.8M | 0.02% | +105,418+5.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,937,599 | $69.2M | 0.25% | −55,010−2.8% | Reduced |
| First Trust Advisors LP | 2,082,225 | $74.4M | 0.08% | −107,579−4.9% | Reduced |
| Public Sector Pension Investment Board | 3,539,985 | $126.5M | 0.96% | +26,454+0.8% | Added |
| State Street Corp | 4,611,776 | $164.8M | 0.01% | −36,024−0.8% | Reduced |
| Vanguard Group Inc | 9,526,035 | $340.5M | 0.01% | +96,642+1.0% | Added |
| BlackRock Inc. | 15,042,850 | $537.6M | 0.01% | +515,100+3.5% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −227,229−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −205,211−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −113,420−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −83,900−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −43,961−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −41,634−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,126−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,698−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −25,662−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −21,609−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,832−100.0% | Sold out |