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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 6,414 | $229.2K | 0.00% | −1,866−22.5% | Reduced |
| Cetera Investment Advisers | 6,045 | $216.1K | 0.00% | +6,045 | New |
| Meeder Advisory Services, Inc. | 6,044 | $216.0K | 0.02% | +6,044 | New |
| Crossmark Global Holdings, Inc. | 6,036 | $216.0K | 0.00% | +6,036 | New |
| Trust Co of Vermont | 5,999 | $214.4K | 0.01% | −90−1.5% | Reduced |
| Cim Investment Mangement Inc | 5,975 | $213.5K | 0.07% | +5,975 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,833 | $208.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,833 | $207.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,398 | $193.0K | 0.00% | +184+3.5% | Added |
| SG Americas Securities, LLC | 5,335 | $191.0K | 0.00% | −20,259−79.2% | Reduced |
| Point72 Hong Kong Ltd | 4,556 | $162.8K | 0.01% | +4,556 | New |
| Covestor Ltd | 4,496 | $161.0K | 0.11% | +1,182+35.7% | Added |
| Metropolitan Life Insurance Co | 4,341 | $155.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,581 | $128.0K | 0.00% | +3,581 | New |
| Tower Research Capital LLC (TRC) | 2,547 | $91.0K | 0.00% | −1,327−34.3% | Reduced |
| IFP Advisors, Inc | 2,355 | $84.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,000 | $71.0K | 0.00% | +500+33.3% | Added |
| KBC Group NV | 1,961 | $70.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,922 | $68.7K | 0.00% | +1,782+1,272.9% | Added |
| Shell Asset Management Co | 1,715 | $61.0K | 0.00% | −491−22.3% | Reduced |
| Bartlett & Co. LLC | 1,500 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $53.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,179 | $42.1K | 0.02% | +477+67.9% | Added |
| Versant Capital Management, Inc | 1,133 | $40.5K | 0.01% | −50−4.2% | Reduced |
| State of Wyoming | 1,103 | $39.4K | 0.01% | +1,103 | New |
| Proequities, Inc. | 1,063 | $38.0K | 0.00% | +640+151.3% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $34.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $32.2K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 901 | $32.0K | 0.01% | +901 | New |
| Cedar Mountain Advisors, LLC | 768 | $27.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $27.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 700 | $25.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 670 | $23.9K | 0.01% | +670 | New |
| WealthCollab, LLC | 667 | $23.8K | 0.02% | +667 | New |
| Bessemer Group Inc | 642 | $23.0K | 0.00% | −22−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 608 | $21.7K | 0.00% | +262+75.7% | Added |
| Delta Asset Management LLC | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 485 | $17.3K | 0.00% | +447+1,176.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 486 | $17.0K | 0.00% | +486 | New |
| Principal Securities, Inc. | 475 | $17.0K | 0.00% | +475 | New |
| Central Trust Co | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $14.3K | 0.00% | +400 | New |
| Quadrant Capital Group LLC | 345 | $12.3K | 0.00% | +125+56.8% | Added |
| Harbour Investments, Inc. | 332 | $11.9K | 0.00% | +249+300.0% | Added |
| Gradient Investments LLC | 332 | $11.9K | 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 |
| Brown Brothers Harriman & Co | 275 | $9.83K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 297 | $9.61K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 263 | $9.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $8.30K | 0.00% | +6+2.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 225 | $8.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $7.86K | 0.00% | −3−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 165 | $6.00K | 0.00% | +165 | New |
| Signaturefd, LLC | 130 | $4.65K | 0.00% | −153−54.1% | Reduced |
| Fortitude Family Office, LLC | 117 | $4.18K | 0.00% | +117 | New |
| Pacifica Partners Inc. | 120 | $4.17K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 115 | $4.11K | 0.00% | −100−46.5% | Reduced |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $3.97K | 0.00% | +111 | New |
| CGC Financial Services, LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $3.25K | 0.00% | +57+167.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 88 | $3.15K | 0.00% | −7−7.4% | Reduced |
| Parallel Advisors, LLC | 85 | $3.04K | 0.00% | +85 | New |
| Glassman Wealth Services | 81 | $2.90K | 0.00% | +81 | New |
| Global Retirement Partners, LLC | 74 | $2.51K | 0.00% | −10−11.9% | Reduced |
| Farther Finance Advisors, LLC | 70 | $2.50K | 0.00% | +34+94.4% | Added |
| GAMMA Investing LLC | 73 | $2.48K | 0.00% | +73 | New |
| Caitlin John, LLC | 64 | $2.28K | 0.00% | +64 | New |
| Key Financial Inc | 62 | $2.22K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $2.00K | 0.00% | −190−75.4% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $1.93K | 0.00% | −340−86.3% | Reduced |
| Private Trust Co NA | 41 | $1.47K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 39 | $1.39K | 0.00% | +35+875.0% | Added |
| Private Wealth Management Group, LLC | 25 | $894 | 0.00% | +25 | New |
| Federated Hermes, Inc. | 21 | $751 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $715 | 0.00% | −93−82.3% | Reduced |
| Huntington National Bank | 17 | $607 | 0.00% | +15+750.0% | Added |
| SJS Investment Consulting Inc. | 11 | $394 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $357 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $322 | 0.00% | +9 | New |
| Abound Wealth Management | 7 | $251 | 0.00% | −4−36.4% | Reduced |
| AdvisorNet Financial, Inc | 4 | $143 | 0.00% | −10−71.4% | Reduced |
| Manchester Capital Management LLC | 3 | $108 | 0.00% | 00.0% | Unchanged |
| 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 |