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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 7,580 | $265.5K | 0.01% | −456−5.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,547 | $264.3K | 0.00% | +7,547 | New |
| Centiva Capital, LP | 7,520 | $263.4K | 0.01% | +7,520 | New |
| Parcion Private Wealth LLC | 7,333 | $256.8K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,251 | $253.9K | 0.00% | +227+3.2% | Added |
| Occudo Quantitative Strategies LP | 7,123 | $249.4K | 0.04% | −8,503−54.4% | Reduced |
| Capula Management Ltd | 6,967 | $244.0K | 0.01% | +6,967 | New |
| Alliance Wealth Advisors, LLC | 6,839 | $239.5K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,394 | $223.9K | 0.00% | −20−0.3% | Reduced |
| Petrus Trust Company, LTA | 6,368 | $223.0K | 0.02% | +6,368 | New |
| Envestnet Portfolio Solutions, Inc. | 6,272 | $219.6K | 0.00% | +6,272 | New |
| Crossmark Global Holdings, Inc. | 6,264 | $219.0K | 0.00% | +228+3.8% | Added |
| Cim Investment Mangement Inc | 5,975 | $209.2K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,785 | $203.0K | 0.00% | +450+8.4% | Added |
| Trust Co of Vermont | 5,794 | $202.9K | 0.01% | −205−3.4% | Reduced |
| Principal Securities, Inc. | 5,536 | $193.9K | 0.01% | +5,061+1,065.5% | Added |
| Catalyst Funds Management Pty Ltd | 5,470 | $191.6K | 0.05% | +5,470 | New |
| CWM, LLC | 5,385 | $189.0K | 0.00% | −13−0.2% | Reduced |
| Virtus ETF Advisers LLC | 5,126 | $179.5K | 0.10% | +5,126 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,541 | $159.0K | 0.04% | +4,541 | New |
| Metropolitan Life Insurance Co | 4,186 | $146.6K | 0.01% | −155−3.6% | Reduced |
| State of Wyoming | 3,557 | $124.6K | 0.02% | +2,454+222.5% | Added |
| Ci Investments Inc. | 3,382 | $118.0K | 0.00% | +3,382 | New |
| Ziegler Capital Management, LLC | 25,775 | $90.3K | 0.00% | +1,715+7.1% | Added |
| IFP Advisors, Inc | 2,355 | $82.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,088 | $73.1K | 0.07% | +2,088 | New |
| Shell Asset Management Co | 1,606 | $56.0K | 0.00% | −109−6.4% | Reduced |
| Proequities, Inc. | 1,535 | $53.8K | 0.00% | +472+44.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,510 | $52.9K | 0.00% | −412−21.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $52.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,428 | $50.0K | 0.00% | −533−27.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,328 | $46.5K | 0.00% | −1,219−47.9% | Reduced |
| Kepos Capital LP | 1,313 | $46.0K | 0.01% | +412+45.7% | Added |
| Versant Capital Management, Inc | 1,173 | $41.1K | 0.01% | +40+3.5% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $33.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 900 | $32.2K | 0.00% | +900 | New |
| Nomura Asset Management Co Ltd | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 887 | $31.1K | 0.02% | +220+33.0% | Added |
| Bessemer Group Inc | 743 | $27.0K | 0.00% | +101+15.7% | Added |
| Cedar Mountain Advisors, LLC | 768 | $26.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $26.9K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 761 | $26.6K | 0.01% | +761 | New |
| EverSource Wealth Advisors, LLC | 729 | $26.2K | 0.00% | +121+19.9% | Added |
| IAG Wealth Partners, LLC | 670 | $23.5K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 615 | $21.5K | 0.00% | −85−12.1% | Reduced |
| Delta Asset Management LLC | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 504 | $18.0K | 0.00% | +18+3.7% | Added |
| Princeton Global Asset Management LLC | 500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 499 | $17.5K | 0.00% | +14+2.9% | Added |
| Central Trust Co | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $14.0K | 0.00% | −1,600−80.0% | Reduced |
| Global Retirement Partners, LLC | 357 | $12.5K | 0.00% | +283+382.4% | Added |
| Quadrant Capital Group LLC | 352 | $12.3K | 0.00% | +7+2.0% | Added |
| Chelsea Counsel Co | 300 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $10.5K | 0.00% | +300 | New |
| Private Ocean, LLC | 263 | $9.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 235 | $8.24K | 0.00% | +3+1.3% | Added |
| FRG Family Wealth Advisors LLC | 200 | $7.20K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 200 | $7.00K | 0.00% | −300−60.0% | Reduced |
| CIBC Private Wealth Group, LLC | 200 | $6.94K | 0.00% | +200 | New |
| Smartleaf Asset Management LLC | 196 | $6.80K | 0.00% | +196 | New |
| Bell Investment Advisors, Inc | 172 | $6.02K | 0.00% | −48−21.8% | Reduced |
| Capital Advisors, Ltd. LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 165 | $5.78K | 0.00% | +165 | New |
| Signaturefd, LLC | 130 | $4.55K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 128 | $4.48K | 0.00% | +55+75.3% | Added |
| Pacifica Partners Inc. | 120 | $4.04K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $3.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 104 | $3.64K | 0.00% | +104 | New |
| CGC Financial Services, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $3.36K | 0.00% | −1,083−91.9% | Reduced |
| Farther Finance Advisors, LLC | 89 | $3.09K | 0.00% | +19+27.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $3.00K | 0.00% | −246−74.1% | Reduced |
| Parallel Advisors, LLC | 85 | $2.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $2.91K | 0.00% | −8−8.8% | Reduced |
| Hexagon Capital Partners LLC | 81 | $2.84K | 0.00% | −34−29.6% | Reduced |
| Ronald Blue Trust, Inc. | 64 | $2.24K | 0.00% | +2+3.2% | Added |
| Key Financial Inc | 62 | $2.17K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $2.00K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 54 | $1.89K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $1.72K | 0.00% | −68−58.1% | 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 |
| Caitlin John, LLC | 41 | $1.43K | 0.00% | −23−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $1.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $1.33K | 0.00% | +34+850.0% | Added |
| Private Wealth Management Group, LLC | 25 | $876 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $821 | 0.00% | +22 | New |
| Manchester Capital Management LLC | 22 | $771 | 0.00% | +19+633.3% | Added |
| Parkside Financial Bank & Trust | 17 | $596 | 0.00% | −3−15.0% | Reduced |
| Huntington National Bank | 17 | $595 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $525 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 10 | $351 | 0.00% | −1−9.1% | Reduced |
| Peoples Bank | 10 | $350 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $246 | 0.00% | −2−22.2% | Reduced |