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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.

Institutional holdersQ3 2024: 330 institutions
Q1 2021: 251 institutionsQ2 2021: 255 institutionsQ3 2021: 256 institutionsQ4 2021: 261 institutionsQ1 2022: 275 institutionsQ2 2022: 274 institutionsQ3 2022: 279 institutionsQ4 2022: 289 institutionsQ1 2023: 270 institutionsQ2 2023: 262 institutionsQ3 2023: 266 institutionsQ4 2023: 288 institutionsQ1 2024: 303 institutionsQ2 2024: 315 institutionsQ3 2024: 330 institutionsQ4 2024: 332 institutionsQ1 2025: 374 institutionsQ2 2025: 371 institutionsQ3 2025: 380 institutionsQ4 2025: 405 institutionsQ1 2026: 405 institutionsQ2 2026: 419 institutions
Value heldQ3 2024: $2.63B
Q1 2021: $2.78BQ2 2021: $2.46BQ3 2021: $2.27BQ4 2021: $2.53BQ1 2022: $2.76BQ2 2022: $2.65BQ3 2022: $2.29BQ4 2022: $2.93BQ1 2023: $2.90BQ2 2023: $2.68BQ3 2023: $2.16BQ4 2023: $2.38BQ1 2024: $2.34BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.53BQ1 2025: $2.87BQ2 2025: $2.64BQ3 2025: $2.59BQ4 2025: $2.71BQ1 2026: $2.84BQ2 2026: $3.05B
Institutions holding AVA and their total value by quarter
QuarterHoldersValue
Q2 2026419$3.05B
Q1 2026405$2.84B
Q4 2025405$2.71B
Q3 2025380$2.59B
Q2 2025371$2.64B
Q1 2025374$2.87B
Q4 2024332$2.53B
Q3 2024330$2.63B
Q2 2024315$2.34B
Q1 2024303$2.34B
Q4 2023288$2.38B
Q3 2023266$2.16B
Q2 2023262$2.68B
Q1 2023270$2.90B
Q4 2022289$2.93B
Q3 2022279$2.29B
Q2 2022274$2.65B
Q1 2022275$2.76B
Q4 2021261$2.53B
Q3 2021256$2.27B
Q2 2021255$2.46B
Q1 2021251$2.78B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q2 2024.

Institutions holding AVA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ieq Capital, LLC5,697$220.8K0.00%+5,697New
Brinker Capital Investments, LLC5,732$222.1K0.00%+5,732New
Orion Portfolio Solutions, LLC5,732$222.1K0.00%+5,732New
Chelsea Counsel Co5,800$224.8K0.11%00.0%Unchanged
Captrust Financial Advisors5,922$229.5K0.00%+5,922New
Crossmark Global Holdings, Inc.6,201$240.0K0.00%−27−0.4%Reduced
Veriti Management LLC6,330$245.3K0.01%+428+7.3%Added
Washington Trust Bank6,352$246.1K0.02%+6,352New
Savant Capital, LLC6,514$252.4K0.00%+66+1.0%Added
Steel Peak Wealth Management LLC6,523$252.8K0.01%+117+1.8%Added
Avantax Advisory Services, Inc.6,620$256.5K0.00%−10.0%Reduced
Pensionmark Financial Group, LLC6,795$263.3K0.01%−793−10.5%Reduced
Alliance Wealth Advisors, LLC6,839$265.0K0.07%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC6,870$266.2K0.00%+34+0.5%Added
Horizon Investment Services, LLC6,986$270.7K0.12%+6,986New
CWM, LLC7,016$272.0K0.00%−99−1.4%Reduced
Principal Securities, Inc.7,174$278.0K0.01%+973+15.7%Added
Brevan Howard Capital Management LP7,227$280.0K0.01%−4,061−36.0%Reduced
TownSquare Capital, LLC7,269$281.7K0.00%+29+0.4%Added
Parcion Private Wealth LLC7,333$284.2K0.02%00.0%Unchanged
CIBC Asset Management Inc7,463$289.2K0.00%+11+0.1%Added
Teza Capital Management LLC7,657$296.7K0.03%+7,657New
Point72 (DIFC) Ltd7,810$302.6K0.02%−9,201−54.1%Reduced
Cerity Partners LLC7,929$307.3K0.00%+7,929New
Ameritas Investment Partners, Inc.7,931$307.3K0.01%−14−0.2%Reduced
Columbia Advisory Partners LLC8,226$318.8K0.30%−1,847−18.3%Reduced
Commonwealth Equity Services, LLC8,610$334.0K0.00%+67+0.8%Added
Aigen Investment Management, LP8,629$334.4K0.07%+8,629New
Farther Finance Advisors, LLC8,706$337.4K0.01%+1,218+16.3%Added
Bank of Montreal8,831$341.9K0.00%−2,504−22.1%Reduced
Envestnet Portfolio Solutions, Inc.8,836$342.4K0.00%+2,140+32.0%Added
Farmers & Merchants Trust Co of Long Beach8,856$343.2K0.08%00.0%Unchanged
Public Employees Retirement Association of Colorado9,063$351.0K0.00%00.0%Unchanged
HGK Asset Management Inc9,126$353.6K0.07%00.0%Unchanged
D.A. Davidson & Co.9,557$370.3K0.00%+1,041+12.2%Added
Marshall Wace, LLP9,600$372.0K0.00%+9,600New
Moors & Cabot, Inc.9,931$384.8K0.02%−100−1.0%Reduced
Sonora Investment Management Group, LLC9,997$387.4K0.03%00.0%Unchanged
IMS Capital Management10,031$388.7K0.17%+97+1.0%Added
Schonfeld Strategic Advisors LLC10,160$393.7K0.00%−22,355−68.8%Reduced
IFM Investors Pty Ltd10,332$400.4K0.00%−574−5.3%Reduced
SPC Financial, Inc.10,800$418.5K0.04%−200−1.8%Reduced
Creative Planning10,810$418.9K0.00%+8+0.1%Added
Daymark Wealth Partners, LLC10,875$421.4K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.10,968$425.0K0.00%+140+1.3%Added
JustInvest LLC11,121$430.9K0.01%+887+8.7%Added
Y-Intercept (Hong Kong) Ltd11,284$437.3K0.03%−4,419−28.1%Reduced
Pictet Asset Management Holding SA11,499$445.6K0.00%−1,836−13.8%Reduced
Allianz Asset Management GmbH12,411$480.9K0.00%+95+0.8%Added
HSBC Holdings PLC12,556$486.5K0.00%−1,031−7.6%Reduced
Great Lakes Advisors, LLC12,608$488.6K0.00%00.0%Unchanged
Keybank National Association12,709$492.5K0.00%+1,003+8.6%Added
Susquehanna International Group, LLP12,886$499.3K0.00%−4,050−23.9%Reduced
Everence Capital Management Inc13,120$508.0K0.03%−6,510−33.2%Reduced
Natixis13,134$508.9K0.00%+13,134New
Petrus Trust Company, LTA13,517$523.8K0.05%00.0%Unchanged
Park Avenue Securities LLC13,695$531.0K0.01%+2,155+18.7%Added
Cornercap Investment Counsel Inc14,196$550.1K0.16%−15,639−52.4%Reduced
O'Shaughnessy Asset Management, LLC14,819$562.8K0.01%+2,659+21.9%Added
US Bancorp14,775$572.5K0.00%+6,344+75.2%Added
Squarepoint Ops LLC15,444$598.5K0.00%−9,967−39.2%Reduced
Sterling Capital Management LLC15,511$601.1K0.01%+15,511New
Gsa Capital Partners LLP15,745$610.0K0.05%−57,490−78.5%Reduced
Baird Financial Group, Inc.16,171$626.6K0.00%−57−0.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)16,226$628.8K0.00%00.0%Unchanged
Janney Montgomery Scott LLC16,729$648.0K0.00%+16,729New
Alps Advisors Inc17,323$671.3K0.00%−1,170−6.3%Reduced
Systematic Financial Management LP17,371$673.1K0.02%+17,371New
FMR LLC17,430$675.4K0.00%+707+4.2%Added
Twinbeech Capital LP17,610$682.4K0.01%+17,610New
Glenmede Trust Co NA17,995$697.3K0.00%+17,995New
Meeder Advisory Services, Inc.18,081$700.6K0.05%+898+5.2%Added
Benjamin Edwards Inc18,524$718.0K0.01%+3,633+24.4%Added
Oregon Public Employees Retirement Fund18,537$718.3K0.01%−476−2.5%Reduced
Apella Capital, LLC19,278$733.1K0.03%+10.0%Added
Exchange Traded Concepts, LLC18,993$736.0K0.02%−26,780−58.5%Reduced
Bailard, Inc.19,000$736.3K0.02%00.0%Unchanged
Weiss Asset Management LP19,097$740.0K0.02%+19,097New
HighTower Advisors, LLC19,305$756.0K0.00%−4,821−20.0%Reduced
Mariner, LLC21,327$826.4K0.00%+6,384+42.7%Added
Van Eck Associates Corp21,518$828.0K0.00%+1,464+7.3%Added
State Board of Administration of Florida Retirement System21,482$832.4K0.00%00.0%Unchanged
Arizona State Retirement System22,514$872.4K0.01%+626+2.9%Added
Intech Investment Management LLC22,760$882.0K0.01%+9,418+70.6%Added
Amalgamated Bank23,162$898.0K0.01%−707−3.0%Reduced
Teachers Retirement System of the State of Kentucky23,703$919.0K0.01%00.0%Unchanged
Naples Global Advisors, LLC23,773$921.2K0.09%−100−0.4%Reduced
New York State Common Retirement Fund24,254$939.8K0.00%−10,000−29.2%Reduced
Pathstone Holdings, LLC24,386$945.0K0.00%+4,572+23.1%Added
Engineers Gate Manager LP24,398$945.4K0.02%−10,257−29.6%Reduced
Hennessy Advisors Inc25,372$983.2K0.03%−600−2.3%Reduced
Russell Investments Group, Ltd.26,081$1.01M0.00%−2,259−8.0%Reduced
Ensign Peak Advisors, Inc26,217$1.02M0.00%00.0%Unchanged
Raymond James & Associates26,422$1.02M0.00%−83,714−76.0%Reduced
Maryland State Retirement & Pension System26,578$1.03M0.02%−683−2.5%Reduced
Allspring Global Investments Holdings, LLC26,687$1.03M0.00%+5,035+23.3%Added
Scotia Capital Inc.26,948$1.04M0.01%−12,250−31.3%Reduced
Winton Group Ltd27,461$1.06M0.07%+1,341+5.1%Added
LPL Financial LLC27,538$1.07M0.00%−761−2.7%Reduced
Cubist Systematic Strategies, LLC27,571$1.07M0.02%−314,692−91.9%Reduced