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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Bank of Montreal | 8,831 | $341.9K | 0.00% | −2,504−22.1% | Reduced |
| Farther Finance Advisors, LLC | 8,706 | $337.4K | 0.01% | +1,218+16.3% | Added |
| Aigen Investment Management, LP | 8,629 | $334.4K | 0.07% | +8,629 | New |
| Commonwealth Equity Services, LLC | 8,610 | $334.0K | 0.00% | +67+0.8% | Added |
| Columbia Advisory Partners LLC | 8,226 | $318.8K | 0.30% | −1,847−18.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,931 | $307.3K | 0.01% | −14−0.2% | Reduced |
| Cerity Partners LLC | 7,929 | $307.3K | 0.00% | +7,929 | New |
| Point72 (DIFC) Ltd | 7,810 | $302.6K | 0.02% | −9,201−54.1% | Reduced |
| Teza Capital Management LLC | 7,657 | $296.7K | 0.03% | +7,657 | New |
| CIBC Asset Management Inc | 7,463 | $289.2K | 0.00% | +11+0.1% | Added |
| Parcion Private Wealth LLC | 7,333 | $284.2K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,269 | $281.7K | 0.00% | +29+0.4% | Added |
| Brevan Howard Capital Management LP | 7,227 | $280.0K | 0.01% | −4,061−36.0% | Reduced |
| Principal Securities, Inc. | 7,174 | $278.0K | 0.01% | +973+15.7% | Added |
| CWM, LLC | 7,016 | $272.0K | 0.00% | −99−1.4% | Reduced |
| Horizon Investment Services, LLC | 6,986 | $270.7K | 0.12% | +6,986 | New |
| Wealth Enhancement Advisory Services, LLC | 6,870 | $266.2K | 0.00% | +34+0.5% | Added |
| Alliance Wealth Advisors, LLC | 6,839 | $265.0K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,795 | $263.3K | 0.01% | −793−10.5% | Reduced |
| Avantax Advisory Services, Inc. | 6,620 | $256.5K | 0.00% | −10.0% | Reduced |
| Steel Peak Wealth Management LLC | 6,523 | $252.8K | 0.01% | +117+1.8% | Added |
| Savant Capital, LLC | 6,514 | $252.4K | 0.00% | +66+1.0% | Added |
| Washington Trust Bank | 6,352 | $246.1K | 0.02% | +6,352 | New |
| Veriti Management LLC | 6,330 | $245.3K | 0.01% | +428+7.3% | Added |
| Crossmark Global Holdings, Inc. | 6,201 | $240.0K | 0.00% | −27−0.4% | Reduced |
| Captrust Financial Advisors | 5,922 | $229.5K | 0.00% | +5,922 | New |
| Chelsea Counsel Co | 5,800 | $224.8K | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,732 | $222.1K | 0.00% | +5,732 | New |
| Orion Portfolio Solutions, LLC | 5,732 | $222.1K | 0.00% | +5,732 | New |
| Ieq Capital, LLC | 5,697 | $220.8K | 0.00% | +5,697 | New |
| EP Wealth Advisors, LLC | 5,696 | $220.7K | 0.00% | +5,696 | New |
| CI Private Wealth, LLC | 5,589 | $216.6K | 0.00% | −538−8.8% | Reduced |
| ISAM Funds (UK) Ltd | 5,334 | $206.7K | 0.12% | +5,334 | New |
| D. E. Shaw & Co., Inc. | 5,200 | $201.5K | 0.00% | −29,113−84.8% | Reduced |
| Coldstream Capital Management Inc | 5,162 | $200.0K | 0.00% | +5,162 | New |
| Trust Co of Vermont | 5,094 | $197.4K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,828 | $187.1K | 0.09% | −548−10.2% | Reduced |
| Millburn Ridgefield Corp | 4,605 | $178.4K | 0.00% | +4,605 | New |
| Bryn Mawr Trust Co | 4,000 | $155.0K | 0.00% | +4,000 | New |
| Catalyst Funds Management Pty Ltd | 3,100 | $120.1K | 0.03% | +2,200+244.4% | Added |
| Tower Research Capital LLC (TRC) | 2,931 | $113.6K | 0.00% | −12,925−81.5% | Reduced |
| IFP Advisors, Inc | 2,855 | $110.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,803 | $108.6K | 0.02% | +1,588+130.7% | Added |
| Ronald Blue Trust, Inc. | 3,061 | $105.9K | 0.00% | +2,597+559.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,556 | $99.0K | 0.02% | −64−2.4% | Reduced |
| Colonial Trust Advisors | 2,192 | $84.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,128 | $82.5K | 0.00% | +2,128 | New |
| KBC Group NV | 2,098 | $81.0K | 0.00% | +670+46.9% | Added |
| STRS Ohio | 1,800 | $69.8K | 0.00% | +500+38.5% | Added |
| Proequities, Inc. | 1,756 | $68.0K | 0.00% | −27−1.5% | Reduced |
| Shell Asset Management Co | 1,512 | $59.0K | 0.00% | +1,512 | New |
| Bartlett & Co. Wealth Management LLC | 1,500 | $58.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,401 | $54.3K | 0.00% | −109−7.2% | Reduced |
| Versant Capital Management, Inc | 1,205 | $46.7K | 0.01% | +14+1.2% | Added |
| Quadrant Capital Group LLC | 1,140 | $44.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $38.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $37.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 901 | $34.9K | 0.00% | +35+4.0% | Added |
| Nomura Asset Management Co Ltd | 900 | $34.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $29.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $29.8K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 752 | $29.1K | 0.01% | +752 | New |
| Sanctuary Wealth Management, L.L.C. | 722 | $28.0K | 0.02% | +722 | New |
| Global Retirement Partners, LLC | 668 | $25.9K | 0.00% | +5+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 654 | $25.4K | 0.01% | +654 | New |
| WealthCollab, LLC | 626 | $24.3K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 624 | $24.2K | 0.00% | −41,818−98.5% | Reduced |
| Delta Asset Management LLC | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 599 | $23.2K | 0.00% | +26+4.5% | Added |
| Princeton Global Asset Management LLC | 500 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 468 | $18.0K | 0.00% | −354−43.1% | Reduced |
| AdvisorNet Financial, Inc | 459 | $17.8K | 0.00% | +442+2,600.0% | Added |
| Eastern Bank | 450 | $17.4K | 0.00% | +450 | New |
| 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 |
| Smartleaf Asset Management LLC | 394 | $15.3K | 0.00% | −91−18.8% | Reduced |
| St Germain D J Co Inc | 378 | $14.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 327 | $12.7K | 0.00% | +327 | New |
| Hilltop National Bank | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Hexagon Capital Partners LLC | 261 | $10.1K | 0.00% | +172+193.3% | Added |
| Capital Advisors, Ltd. LLC | 261 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 241 | $9.34K | 0.00% | +3+1.3% | Added |
| Hemington Wealth Management | 254 | $9.00K | 0.00% | +254 | New |
| Bell Investment Advisors, Inc | 214 | $8.29K | 0.00% | −13−5.7% | Reduced |
| 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 |
| Umb Bank N A | 189 | $7.32K | 0.00% | +97+105.4% | Added |
| Riggs Asset Managment Co. Inc. | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 165 | $6.39K | 0.00% | +165 | New |
| First Horizon Advisors, Inc. | 131 | $5.08K | 0.00% | −46−26.0% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $4.30K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 90 | $3.49K | 0.00% | +33+57.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 88 | $3.40K | 0.00% | +1+1.1% | Added |