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, Q3 2024
Institutional positions in Avista Corp as of Sep 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
- 330
- +19 vs. Q2 2024
- Shares held
- 68.0M
- +15.2M (+28.9%) vs. Q2 2024
- Total value
- $2.63B
- +$806.6M (+44.2%) vs. Q2 2024
- New holders
- 48
- 108 more added
- Sold out
- 29
- 110 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 3 | $116 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 6 | $233 | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $271 | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $272 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $387 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $388 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $388 | 0.00% | +2+25.0% | Added |
| Larson Financial Group LLC | 13 | $504 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $620 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $829 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $853 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $930 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $969 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 30 | $1.00K | 0.00% | −4,428−99.3% | Reduced |
| Lazard Asset Management LLC | 29 | $1.00K | 0.00% | −1,450−98.0% | Reduced |
| Headlands Technologies LLC | 27 | $1.05K | 0.00% | −2,687−99.0% | Reduced |
| NBT Bank N A | 29 | $1.12K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 40 | $1.55K | 0.00% | +1+2.6% | Added |
| Caitlin John, LLC | 42 | $1.56K | 0.00% | +1+2.4% | Added |
| Private Trust Co NA | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $1.90K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $2.09K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.33K | 0.00% | +60 | New |
| Key Financial Inc | 62 | $2.40K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 69 | $2.67K | 0.00% | +69 | New |
| Rothschild Investment LLC | 75 | $2.91K | 0.00% | +35+87.5% | Added |
| Simplex Trading, LLC | 100 | $3.00K | 0.00% | +11+12.4% | Added |
| Massmutual Trust Co FSB | 79 | $3.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 85 | $3.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 88 | $3.40K | 0.00% | +1+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 90 | $3.49K | 0.00% | +33+57.9% | Added |
| CGC Financial Services, LLC | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $4.30K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 131 | $5.08K | 0.00% | −46−26.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 165 | $6.39K | 0.00% | +165 | New |
| Umb Bank N A | 189 | $7.32K | 0.00% | +97+105.4% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $7.75K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $8.29K | 0.00% | −13−5.7% | Reduced |
| Hemington Wealth Management | 254 | $9.00K | 0.00% | +254 | New |
| Allworth Financial LP | 241 | $9.34K | 0.00% | +3+1.3% | Added |
| Capital Advisors, Ltd. LLC | 261 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 261 | $10.1K | 0.00% | +172+193.3% | Added |
| Covestor Ltd | 277 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Hilltop National Bank | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 327 | $12.7K | 0.00% | +327 | New |
| St Germain D J Co Inc | 378 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $15.3K | 0.00% | −91−18.8% | Reduced |
| Mather Group, LLC. | 400 | $15.5K | 0.00% | −500−55.6% | Reduced |
| IAG Wealth Partners, LLC | 400 | $15.5K | 0.00% | −270−40.3% | Reduced |
| Heritage Wealth Advisors | 400 | $15.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $15.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $17.4K | 0.00% | +450 | New |
| AdvisorNet Financial, Inc | 459 | $17.8K | 0.00% | +442+2,600.0% | Added |
| Bessemer Group Inc | 468 | $18.0K | 0.00% | −354−43.1% | Reduced |
| Princeton Global Asset Management LLC | 500 | $19.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 599 | $23.2K | 0.00% | +26+4.5% | Added |
| Delta Asset Management LLC | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 624 | $24.2K | 0.00% | −41,818−98.5% | Reduced |
| WealthCollab, LLC | 626 | $24.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 654 | $25.4K | 0.01% | +654 | New |
| Global Retirement Partners, LLC | 668 | $25.9K | 0.00% | +5+0.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 722 | $28.0K | 0.02% | +722 | New |
| Capital Performance Advisors LLP | 752 | $29.1K | 0.01% | +752 | New |
| Financial Perspectives, Inc | 768 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $29.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $34.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 901 | $34.9K | 0.00% | +35+4.0% | Added |
| Wolverine Asset Management LLC | 967 | $37.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $38.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,140 | $44.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,205 | $46.7K | 0.01% | +14+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,401 | $54.3K | 0.00% | −109−7.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $58.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,512 | $59.0K | 0.00% | +1,512 | New |
| Proequities, Inc. | 1,756 | $68.0K | 0.00% | −27−1.5% | Reduced |
| STRS Ohio | 1,800 | $69.8K | 0.00% | +500+38.5% | Added |
| KBC Group NV | 2,098 | $81.0K | 0.00% | +670+46.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,128 | $82.5K | 0.00% | +2,128 | New |
| Colonial Trust Advisors | 2,192 | $84.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,556 | $99.0K | 0.02% | −64−2.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,061 | $105.9K | 0.00% | +2,597+559.7% | Added |
| State of Wyoming | 2,803 | $108.6K | 0.02% | +1,588+130.7% | Added |
| IFP Advisors, Inc | 2,855 | $110.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,931 | $113.6K | 0.00% | −12,925−81.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,100 | $120.1K | 0.03% | +2,200+244.4% | Added |
| Bryn Mawr Trust Co | 4,000 | $155.0K | 0.00% | +4,000 | New |
| Millburn Ridgefield Corp | 4,605 | $178.4K | 0.00% | +4,605 | New |
| Virtus ETF Advisers LLC | 4,828 | $187.1K | 0.09% | −548−10.2% | Reduced |
| Trust Co of Vermont | 5,094 | $197.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,162 | $200.0K | 0.00% | +5,162 | New |
| D. E. Shaw & Co., Inc. | 5,200 | $201.5K | 0.00% | −29,113−84.8% | Reduced |
| ISAM Funds (UK) Ltd | 5,334 | $206.7K | 0.12% | +5,334 | New |
| CI Private Wealth, LLC | 5,589 | $216.6K | 0.00% | −538−8.8% | Reduced |
| EP Wealth Advisors, LLC | 5,696 | $220.7K | 0.00% | +5,696 | New |