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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 9,063 | $314.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,856 | $306.5K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,543 | $296.0K | 0.00% | −1,470−14.7% | Reduced |
| D.A. Davidson & Co. | 8,516 | $294.7K | 0.00% | +45+0.5% | Added |
| US Bancorp | 8,431 | $291.8K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,095 | $280.2K | 0.00% | +8,095 | New |
| XTX Topco Ltd | 7,978 | $276.1K | 0.02% | +7,978 | New |
| Ameritas Investment Partners, Inc. | 7,945 | $275.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,798 | $269.9K | 0.01% | +7,798 | New |
| Pensionmark Financial Group, LLC | 7,588 | $262.6K | 0.02% | +7,588 | New |
| CIBC Asset Management Inc | 7,452 | $257.9K | 0.00% | −516−6.5% | Reduced |
| Farther Finance Advisors, LLC | 7,488 | $256.1K | 0.01% | +7,399+8,313.5% | Added |
| Parcion Private Wealth LLC | 7,333 | $253.8K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,240 | $250.6K | 0.00% | −11−0.2% | Reduced |
| CWM, LLC | 7,115 | $246.0K | 0.00% | +1,730+32.1% | Added |
| Corton Capital Inc. | 7,007 | $242.5K | 0.13% | −5,278−43.0% | Reduced |
| Alliance Wealth Advisors, LLC | 6,839 | $236.7K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,836 | $236.6K | 0.00% | +442+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,696 | $231.8K | 0.00% | +424+6.8% | Added |
| Entropy Technologies, LP | 6,655 | $230.3K | 0.02% | +6,655 | New |
| Avantax Advisory Services, Inc. | 6,621 | $229.2K | 0.00% | +6,621 | New |
| Savant Capital, LLC | 6,448 | $223.2K | 0.00% | +6,448 | New |
| Steel Peak Wealth Management LLC | 6,406 | $221.7K | 0.01% | +6,406 | New |
| Crossmark Global Holdings, Inc. | 6,228 | $216.0K | 0.00% | −36−0.6% | Reduced |
| Principal Securities, Inc. | 6,201 | $214.6K | 0.01% | +665+12.0% | Added |
| CI Private Wealth, LLC | 6,127 | $212.1K | 0.00% | −2,021−24.8% | Reduced |
| Veriti Management LLC | 5,902 | $204.3K | 0.01% | +5,902 | New |
| Chelsea Counsel Co | 5,800 | $200.7K | 0.10% | +5,500+1,833.3% | Added |
| Virtus ETF Advisers LLC | 5,376 | $186.1K | 0.09% | +250+4.9% | Added |
| Trust Co of Vermont | 5,094 | $176.3K | 0.01% | −700−12.1% | Reduced |
| Picton Mahoney Asset Management | 4,458 | $154.0K | 0.01% | +4,458 | New |
| IFP Advisors, Inc | 2,855 | $98.8K | 0.00% | +500+21.2% | Added |
| Headlands Technologies LLC | 2,714 | $93.9K | 0.01% | +1,953+256.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,620 | $90.7K | 0.02% | −1,921−42.3% | Reduced |
| Colonial Trust Advisors | 2,192 | $75.9K | 0.01% | +2,192 | New |
| Proequities, Inc. | 1,783 | $61.7K | 0.00% | +248+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,510 | $52.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $51.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,479 | $51.0K | 0.00% | +1,479 | New |
| KBC Group NV | 1,428 | $49.0K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,391 | $48.0K | 0.02% | +78+5.9% | Added |
| STRS Ohio | 1,300 | $45.0K | 0.00% | +900+225.0% | Added |
| State of Wyoming | 1,215 | $42.1K | 0.01% | −2,342−65.8% | Reduced |
| Versant Capital Management, Inc | 1,191 | $41.2K | 0.01% | +18+1.5% | Added |
| Quest Partners LLC | 1,150 | $39.8K | 0.01% | +1,150 | New |
| Quadrant Capital Group LLC | 1,140 | $39.5K | 0.00% | +788+223.9% | Added |
| SRS Capital Advisors, Inc. | 1,006 | $34.8K | 0.00% | +1,006 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $34.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 866 | $33.9K | 0.00% | +137+18.8% | Added |
| Wolverine Asset Management LLC | 967 | $33.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 822 | $29.0K | 0.00% | +79+10.6% | Added |
| Cedar Mountain Advisors, LLC | 768 | $26.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $26.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 707 | $24.0K | 0.00% | +203+40.3% | Added |
| IAG Wealth Partners, LLC | 670 | $23.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 663 | $22.9K | 0.00% | +306+85.7% | Added |
| WealthCollab, LLC | 626 | $21.7K | 0.02% | −261−29.4% | Reduced |
| Delta Asset Management LLC | 600 | $20.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 573 | $19.8K | 0.00% | +74+14.8% | Added |
| Princeton Global Asset Management LLC | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 485 | $16.7K | 0.00% | +289+147.4% | Added |
| Ronald Blue Trust, Inc. | 464 | $16.2K | 0.00% | +400+625.0% | Added |
| 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 |
| St Germain D J Co Inc | 378 | $13.1K | 0.00% | +378 | New |
| Family Firm, Inc. | 330 | $11.4K | 0.00% | +330 | New |
| Hilltop National Bank | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 263 | $9.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 238 | $8.76K | 0.00% | +3+1.3% | Added |
| Redwood Wealth Management Group, LLC | 228 | $7.89K | 0.01% | +228 | New |
| Bell Investment Advisors, Inc | 227 | $7.86K | 0.00% | +55+32.0% | Added |
| 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 |
| CIBC Private Wealth Group, LLC | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 177 | $6.13K | 0.00% | +73+70.2% | Added |
| Riggs Asset Managment Co. Inc. | 165 | $5.71K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 156 | $5.00K | 0.00% | +156 | New |
| Sachetta, LLC | 111 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 92 | $3.18K | 0.00% | +51+124.4% | Added |
| Hexagon Capital Partners LLC | 89 | $3.08K | 0.00% | +8+9.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Simplex Trading, LLC | 89 | $3.00K | 0.00% | +89 | New |
| Parallel Advisors, LLC | 85 | $2.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $2.73K | 0.00% | −4−4.8% | Reduced |
| Key Financial Inc | 62 | $2.15K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 57 | $1.97K | 0.00% | −71−55.5% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $1.87K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $1.70K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 41 | $1.43K | 0.00% | 00.0% | Unchanged |