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, Q1 2024
Institutional positions in Avista Corp as of Mar 31, 2024. 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
- 303
- +16 vs. Q4 2023
- Shares held
- 66.9M
- +309.9K (+0.5%) vs. Q4 2023
- Total value
- $2.34B
- −$38.1M (−1.6%) vs. Q4 2023
- New holders
- 48
- 124 more added
- Sold out
- 32
- 85 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −4,491−99.9% | Reduced |
| Rothschild Investment LLC | 5 | $175 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $246 | 0.00% | −2−22.2% | Reduced |
| Abound Wealth Management | 7 | $246 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $350 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $351 | 0.00% | −1−9.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $525 | 0.00% | +15 | New |
| Huntington National Bank | 17 | $595 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $596 | 0.00% | −3−15.0% | Reduced |
| Manchester Capital Management LLC | 22 | $771 | 0.00% | +19+633.3% | Added |
| Cornerstone Planning Group LLC | 22 | $821 | 0.00% | +22 | New |
| Private Wealth Management Group, LLC | 25 | $876 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $1.33K | 0.00% | +34+850.0% | Added |
| JFS Wealth Advisors, LLC | 39 | $1.37K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 41 | $1.43K | 0.00% | −23−35.9% | Reduced |
| Private Trust Co NA | 41 | $1.44K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 41 | $1.44K | 0.00% | +41 | New |
| Sugarloaf Wealth Management, LLC | 41 | $1.44K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 49 | $1.72K | 0.00% | −68−58.1% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $1.89K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $2.00K | 0.00% | +50 | New |
| Key Financial Inc | 62 | $2.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 64 | $2.24K | 0.00% | +2+3.2% | Added |
| Hexagon Capital Partners LLC | 81 | $2.84K | 0.00% | −34−29.6% | Reduced |
| Massmutual Trust Co FSB | 83 | $2.91K | 0.00% | −8−8.8% | Reduced |
| Parallel Advisors, LLC | 85 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $3.00K | 0.00% | −246−74.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 89 | $3.09K | 0.00% | +19+27.1% | Added |
| Quarry LP | 96 | $3.36K | 0.00% | −1,083−91.9% | Reduced |
| CGC Financial Services, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 104 | $3.64K | 0.00% | +104 | New |
| Sachetta, LLC | 111 | $3.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $4.04K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 128 | $4.48K | 0.00% | +55+75.3% | Added |
| Signaturefd, LLC | 130 | $4.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 165 | $5.78K | 0.00% | +165 | New |
| Capital Advisors, Ltd. LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $6.02K | 0.00% | −48−21.8% | Reduced |
| Smartleaf Asset Management LLC | 196 | $6.80K | 0.00% | +196 | New |
| CIBC Private Wealth Group, LLC | 200 | $6.94K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 200 | $7.00K | 0.00% | −300−60.0% | Reduced |
| FRG Family Wealth Advisors LLC | 200 | $7.20K | 0.00% | +200 | New |
| Allworth Financial LP | 235 | $8.24K | 0.00% | +3+1.3% | Added |
| Private Ocean, LLC | 263 | $9.21K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 300 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $10.5K | 0.00% | +300 | New |
| Quadrant Capital Group LLC | 352 | $12.3K | 0.00% | +7+2.0% | Added |
| Global Retirement Partners, LLC | 357 | $12.5K | 0.00% | +283+382.4% | Added |
| STRS Ohio | 400 | $14.0K | 0.00% | −1,600−80.0% | Reduced |
| Central Trust Co | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 499 | $17.5K | 0.00% | +14+2.9% | Added |
| Princeton Global Asset Management LLC | 500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 504 | $18.0K | 0.00% | +18+3.7% | Added |
| Delta Asset Management LLC | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 615 | $21.5K | 0.00% | −85−12.1% | Reduced |
| IAG Wealth Partners, LLC | 670 | $23.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 729 | $26.2K | 0.00% | +121+19.9% | Added |
| Headlands Technologies LLC | 761 | $26.6K | 0.01% | +761 | New |
| Financial Perspectives, Inc | 768 | $26.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $26.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 743 | $27.0K | 0.00% | +101+15.7% | Added |
| WealthCollab, LLC | 887 | $31.1K | 0.02% | +220+33.0% | Added |
| Nomura Asset Management Co Ltd | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 900 | $32.2K | 0.00% | +900 | New |
| Wolverine Asset Management LLC | 967 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,173 | $41.1K | 0.01% | +40+3.5% | Added |
| Kepos Capital LP | 1,313 | $46.0K | 0.01% | +412+45.7% | Added |
| Tower Research Capital LLC (TRC) | 1,328 | $46.5K | 0.00% | −1,219−47.9% | Reduced |
| KBC Group NV | 1,428 | $50.0K | 0.00% | −533−27.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $52.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,510 | $52.9K | 0.00% | −412−21.4% | Reduced |
| Proequities, Inc. | 1,535 | $53.8K | 0.00% | +472+44.4% | Added |
| Shell Asset Management Co | 1,606 | $56.0K | 0.00% | −109−6.4% | Reduced |
| EntryPoint Capital, LLC | 2,088 | $73.1K | 0.07% | +2,088 | New |
| IFP Advisors, Inc | 2,355 | $82.5K | 0.00% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 25,775 | $90.3K | 0.00% | +1,715+7.1% | Added |
| Ci Investments Inc. | 3,382 | $118.0K | 0.00% | +3,382 | New |
| State of Wyoming | 3,557 | $124.6K | 0.02% | +2,454+222.5% | Added |
| Metropolitan Life Insurance Co | 4,186 | $146.6K | 0.01% | −155−3.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,541 | $159.0K | 0.04% | +4,541 | New |
| Virtus ETF Advisers LLC | 5,126 | $179.5K | 0.10% | +5,126 | New |
| CWM, LLC | 5,385 | $189.0K | 0.00% | −13−0.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,470 | $191.6K | 0.05% | +5,470 | New |
| Principal Securities, Inc. | 5,536 | $193.9K | 0.01% | +5,061+1,065.5% | Added |
| Trust Co of Vermont | 5,794 | $202.9K | 0.01% | −205−3.4% | Reduced |
| SG Americas Securities, LLC | 5,785 | $203.0K | 0.00% | +450+8.4% | Added |
| Cim Investment Mangement Inc | 5,975 | $209.2K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,264 | $219.0K | 0.00% | +228+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,272 | $219.6K | 0.00% | +6,272 | New |
| Petrus Trust Company, LTA | 6,368 | $223.0K | 0.02% | +6,368 | New |
| Wealth Enhancement Advisory Services, LLC | 6,394 | $223.9K | 0.00% | −20−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 6,839 | $239.5K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 6,967 | $244.0K | 0.01% | +6,967 | New |
| Occudo Quantitative Strategies LP | 7,123 | $249.4K | 0.04% | −8,503−54.4% | Reduced |
| TownSquare Capital, LLC | 7,251 | $253.9K | 0.00% | +227+3.2% | Added |
| Parcion Private Wealth LLC | 7,333 | $256.8K | 0.02% | 00.0% | Unchanged |