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, Q2 2024
Institutional positions in Avista Corp as of Jun 30, 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
- 315
- +16 vs. Q1 2024
- Shares held
- 67.6M
- +776.2K (+1.2%) vs. Q1 2024
- Total value
- $2.34B
- −$289.8K (0.0%) vs. Q1 2024
- New holders
- 48
- 135 more added
- Sold out
- 32
- 73 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 7 | $243 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $277 | 0.00% | +1+14.3% | Added |
| Peoples Bank | 10 | $346 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $450 | 0.00% | +13 | New |
| Horizon Investments, LLC | 15 | $519 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 16 | $554 | 0.00% | −1−5.9% | Reduced |
| AdvisorNet Financial, Inc | 17 | $588 | 0.00% | −21−55.3% | Reduced |
| Manchester Capital Management LLC | 22 | $762 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $830 | 0.00% | +7+41.2% | Added |
| Cornerstone Planning Group LLC | 22 | $831 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $866 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.38K | 0.00% | +35+700.0% | Added |
| Private Trust Co NA | 41 | $1.42K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 41 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $1.70K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $1.87K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 57 | $1.97K | 0.00% | −71−55.5% | Reduced |
| Key Financial Inc | 62 | $2.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $2.73K | 0.00% | −4−4.8% | Reduced |
| Parallel Advisors, LLC | 85 | $2.94K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 89 | $3.00K | 0.00% | +89 | New |
| Harbour Investments, Inc. | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 89 | $3.08K | 0.00% | +8+9.9% | Added |
| Umb Bank N A | 92 | $3.18K | 0.00% | +51+124.4% | Added |
| CGC Financial Services, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $4.39K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 156 | $5.00K | 0.00% | +156 | New |
| Riggs Asset Managment Co. Inc. | 165 | $5.71K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 177 | $6.13K | 0.00% | +73+70.2% | Added |
| CIBC Private Wealth Group, LLC | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $6.92K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 200 | $6.92K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 227 | $7.86K | 0.00% | +55+32.0% | Added |
| Redwood Wealth Management Group, LLC | 228 | $7.89K | 0.01% | +228 | New |
| Allworth Financial LP | 238 | $8.76K | 0.00% | +3+1.3% | Added |
| Capital Advisors, Ltd. LLC | 261 | $9.00K | 0.00% | +96+58.2% | Added |
| Covestor Ltd | 278 | $9.00K | 0.01% | +273+5,460.0% | Added |
| Private Ocean, LLC | 263 | $9.10K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 330 | $11.4K | 0.00% | +330 | New |
| St Germain D J Co Inc | 378 | $13.1K | 0.00% | +378 | New |
| Central Trust Co | 400 | $13.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $13.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $13.8K | 0.00% | +400 | New |
| Ronald Blue Trust, Inc. | 464 | $16.2K | 0.00% | +400+625.0% | Added |
| Smartleaf Asset Management LLC | 485 | $16.7K | 0.00% | +289+147.4% | Added |
| Princeton Global Asset Management LLC | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 573 | $19.8K | 0.00% | +74+14.8% | Added |
| Delta Asset Management LLC | 600 | $20.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 626 | $21.7K | 0.02% | −261−29.4% | Reduced |
| Global Retirement Partners, LLC | 663 | $22.9K | 0.00% | +306+85.7% | Added |
| IAG Wealth Partners, LLC | 670 | $23.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 707 | $24.0K | 0.00% | +203+40.3% | Added |
| Financial Perspectives, Inc | 768 | $26.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $26.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 822 | $29.0K | 0.00% | +79+10.6% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $31.1K | 0.01% | −4,570−83.5% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $31.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $33.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 866 | $33.9K | 0.00% | +137+18.8% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $34.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $34.8K | 0.00% | +1,006 | New |
| Quadrant Capital Group LLC | 1,140 | $39.5K | 0.00% | +788+223.9% | Added |
| Quest Partners LLC | 1,150 | $39.8K | 0.01% | +1,150 | New |
| Versant Capital Management, Inc | 1,191 | $41.2K | 0.01% | +18+1.5% | Added |
| State of Wyoming | 1,215 | $42.1K | 0.01% | −2,342−65.8% | Reduced |
| STRS Ohio | 1,300 | $45.0K | 0.00% | +900+225.0% | Added |
| Kepos Capital LP | 1,391 | $48.0K | 0.02% | +78+5.9% | Added |
| KBC Group NV | 1,428 | $49.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,479 | $51.0K | 0.00% | +1,479 | New |
| Bartlett & Co. Wealth Management LLC | 1,500 | $51.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,510 | $52.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,783 | $61.7K | 0.00% | +248+16.2% | Added |
| Colonial Trust Advisors | 2,192 | $75.9K | 0.01% | +2,192 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,620 | $90.7K | 0.02% | −1,921−42.3% | Reduced |
| Headlands Technologies LLC | 2,714 | $93.9K | 0.01% | +1,953+256.6% | Added |
| IFP Advisors, Inc | 2,855 | $98.8K | 0.00% | +500+21.2% | Added |
| Picton Mahoney Asset Management | 4,458 | $154.0K | 0.01% | +4,458 | New |
| Trust Co of Vermont | 5,094 | $176.3K | 0.01% | −700−12.1% | Reduced |
| Virtus ETF Advisers LLC | 5,376 | $186.1K | 0.09% | +250+4.9% | Added |
| Chelsea Counsel Co | 5,800 | $200.7K | 0.10% | +5,500+1,833.3% | Added |
| Veriti Management LLC | 5,902 | $204.3K | 0.01% | +5,902 | New |
| CI Private Wealth, LLC | 6,127 | $212.1K | 0.00% | −2,021−24.8% | Reduced |
| Principal Securities, Inc. | 6,201 | $214.6K | 0.01% | +665+12.0% | Added |
| Crossmark Global Holdings, Inc. | 6,228 | $216.0K | 0.00% | −36−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 6,406 | $221.7K | 0.01% | +6,406 | New |
| Savant Capital, LLC | 6,448 | $223.2K | 0.00% | +6,448 | New |
| Avantax Advisory Services, Inc. | 6,621 | $229.2K | 0.00% | +6,621 | New |
| Entropy Technologies, LP | 6,655 | $230.3K | 0.02% | +6,655 | New |
| Envestnet Portfolio Solutions, Inc. | 6,696 | $231.8K | 0.00% | +424+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,836 | $236.6K | 0.00% | +442+6.9% | Added |
| Alliance Wealth Advisors, LLC | 6,839 | $236.7K | 0.07% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,007 | $242.5K | 0.13% | −5,278−43.0% | Reduced |