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Livermore
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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; 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.

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: 420 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 2026420$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
Parallel Advisors, LLC85$3.29K0.00%00.0%Unchanged
Massmutual Trust Co FSB79$3.06K0.00%00.0%Unchanged
Simplex Trading, LLC100$3.00K0.00%+11+12.4%Added
Rothschild Investment LLC75$2.91K0.00%+35+87.5%Added
GeoWealth Management, LLC69$2.67K0.00%+69New
Key Financial Inc62$2.40K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC60$2.33K0.00%+60New
Farmers & Merchants Investments Inc54$2.09K0.00%00.0%Unchanged
City State Bank50$1.94K0.00%00.0%Unchanged
Fortitude Family Office, LLC49$1.90K0.00%00.0%Unchanged
Private Trust Co NA41$1.59K0.00%00.0%Unchanged
Caitlin John, LLC42$1.56K0.00%+1+2.4%Added
JFS Wealth Advisors, LLC40$1.55K0.00%+1+2.6%Added
NBT Bank N A29$1.12K0.00%+29New
Headlands Technologies LLC27$1.05K0.00%−2,687−99.0%Reduced
Picton Mahoney Asset Management30$1.00K0.00%−4,428−99.3%Reduced
Lazard Asset Management LLC29$1.00K0.00%−1,450−98.0%Reduced
Private Wealth Management Group, LLC25$9690.00%00.0%Unchanged
Huntington National Bank24$9300.00%00.0%Unchanged
Manchester Capital Management LLC22$8530.00%00.0%Unchanged
Cornerstone Planning Group LLC22$8290.00%00.0%Unchanged
Parkside Financial Bank & Trust16$6200.00%00.0%Unchanged
Larson Financial Group LLC13$5040.00%00.0%Unchanged
SJS Investment Consulting Inc.10$3880.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$3880.00%+2+25.0%Added
Peoples Bank10$3870.00%00.0%Unchanged
Abound Wealth Management7$2720.00%00.0%Unchanged
Assetmark, Inc7$2710.00%+7New
Mendota Financial Group, LLC6$2330.00%+6New
Claris Advisors, LLC3$1160.00%+3New
Trexquant Investment LP0$00.00%−97,307−100.0%Sold out
Richard C. Young & CO., LTD.0$00.00%−71,182−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−49,172−100.0%Sold out
Citadel Advisors LLC0$00.00%−48,886−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−32,900−100.0%Sold out
HRT Financial LP0$00.00%−28,901−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−27,195−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−26,143−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−18,083−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−17,180−100.0%Sold out
Readystate Asset Management LP0$00.00%−15,692−100.0%Sold out
Quantbot Technologies LP0$00.00%−15,443−100.0%Sold out
Centiva Capital, LP0$00.00%−12,529−100.0%Sold out
National Asset Management, Inc.0$00.00%−12,334−100.0%Sold out
Capital Fund Management S.A.0$00.00%−10,957−100.0%Sold out
Atria Investments LLC0$00.00%−9,216−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−8,095−100.0%Sold out
XTX Topco Ltd0$00.00%−7,978−100.0%Sold out
Vident Advisory, LLC0$00.00%−7,798−100.0%Sold out
Corton Capital Inc.0$00.00%−7,007−100.0%Sold out
Entropy Technologies, LP0$00.00%−6,655−100.0%Sold out
Kepos Capital LP0$00.00%−1,391−100.0%Sold out
Central Trust Co0$00.00%−400−100.0%Sold out
Family Firm, Inc.0$00.00%−330−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−228−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−200−100.0%Sold out
Neo Ivy Capital Management0$00.00%−156−100.0%Sold out
Pacifica Partners Inc.0$00.00%−120−100.0%Sold out
Horizon Investments, LLC0$00.00%−15−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Private Ocean, LLC––––Not filed