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, Q4 2024
Institutional positions in Avista Corp as of Dec 31, 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
- 332
- +4 vs. Q3 2024
- Shares held
- 69.6M
- +1.78M (+2.6%) vs. Q3 2024
- Total value
- $2.53B
- −$98.0M (−3.7%) vs. Q3 2024
- New holders
- 49
- 120 more added
- Sold out
- 45
- 100 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 15 | $0 | 0.00% | −85−85.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $37 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $74 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $110 | 0.00% | +3 | New |
| Graney & King, LLC | 5 | $183 | 0.00% | +5 | New |
| Abound Wealth Management | 7 | $257 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $294 | 0.00% | −2−20.0% | Reduced |
| Peoples Bank | 10 | $366 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $367 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $367 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 16 | $587 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $696 | 0.00% | −3−13.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $733 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 22 | $811 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $878 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $916 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 29 | $1.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $1.10K | 0.00% | +17+130.8% | Added |
| Whipplewood Advisors, LLC | 34 | $1.25K | 0.00% | +34 | New |
| Van Hulzen Asset Management, LLC | 36 | $1.32K | 0.00% | +36 | New |
| Private Trust Co NA | 41 | $1.50K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.58K | 0.00% | +3+7.5% | Added |
| GeoWealth Management, LLC | 44 | $1.61K | 0.00% | −25−36.2% | Reduced |
| Quarry LP | 48 | $1.76K | 0.00% | −117−70.9% | Reduced |
| Fortitude Family Office, LLC | 49 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $1.98K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 56 | $2.05K | 0.00% | +56 | New |
| Spectrum Wealth Counsel, LLC | 60 | $2.20K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $2.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 85 | $3.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $3.26K | 0.00% | +1+1.1% | Added |
| Massmutual Trust Co FSB | 94 | $3.44K | 0.00% | +15+19.0% | Added |
| CGC Financial Services, LLC | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $3.85K | 0.00% | +30+40.0% | Added |
| Riggs Asset Managment Co. Inc. | 105 | $3.85K | 0.00% | −60−36.4% | Reduced |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 144 | $5.28K | 0.00% | −64,443−99.8% | Reduced |
| Sierra Ocean, LLC | 149 | $5.46K | 0.00% | +149 | New |
| Umb Bank N A | 189 | $6.92K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $7.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 258 | $9.00K | 0.00% | +4+1.6% | Added |
| GAMMA Investing LLC | 260 | $9.52K | 0.00% | +170+188.9% | Added |
| Bell Investment Advisors, Inc | 266 | $9.74K | 0.00% | +52+24.3% | Added |
| Covestor Ltd | 272 | $10.0K | 0.01% | −5−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 261 | $10.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 293 | $10.7K | 0.00% | +293 | New |
| GHP Investment Advisors, Inc. | 327 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 359 | $13.2K | 0.00% | −309−46.3% | Reduced |
| Hexagon Capital Partners LLC | 363 | $13.3K | 0.00% | +102+39.1% | Added |
| MAI Capital Management | 372 | $13.6K | 0.00% | +372 | New |
| St Germain D J Co Inc | 378 | $13.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $14.7K | 0.00% | −1,400−77.8% | Reduced |
| Mather Group, LLC. | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 574,587 | $15.7K | 0.51% | +574,587 | New |
| AdvisorNet Financial, Inc | 442 | $16.2K | 0.00% | −17−3.7% | Reduced |
| Bessemer Group Inc | 452 | $17.0K | 0.00% | −16−3.4% | Reduced |
| Princeton Global Asset Management LLC | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $18.3K | 0.01% | +200+66.7% | Added |
| Aster Capital Management (DIFC) Ltd | 556 | $20.4K | 0.01% | +556 | New |
| Federation des caisses Desjardins du Quebec | 575 | $21.1K | 0.00% | +575 | New |
| Delta Asset Management LLC | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 602 | $22.1K | 0.00% | +3+0.5% | Added |
| WealthCollab, LLC | 626 | $22.9K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 695 | $25.5K | 0.00% | +668+2,474.1% | Added |
| Financial Perspectives, Inc | 768 | $28.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $28.1K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $29.3K | 0.02% | +800 | New |
| Smartleaf Asset Management LLC | 858 | $31.5K | 0.00% | +464+117.8% | Added |
| Nomura Asset Management Co Ltd | 900 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 956 | $34.6K | 0.00% | +715+296.7% | Added |
| Wolverine Asset Management LLC | 967 | $35.4K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $36.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,118 | $41.0K | 0.00% | −22−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,455 | $53.3K | 0.00% | +54+3.9% | Added |
| SRS Capital Advisors, Inc. | 1,462 | $53.6K | 0.00% | +456+45.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $54.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,493 | $55.0K | 0.00% | −19−1.3% | Reduced |
| Versant Capital Management, Inc | 1,723 | $63.1K | 0.01% | +518+43.0% | Added |
| Proequities, Inc. | 1,746 | $63.2K | 0.00% | −10−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,732 | $63.4K | 0.00% | −1,329−43.4% | Reduced |
| Eastern Bank | 1,842 | $67.5K | 0.00% | +1,392+309.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,856 | $68.0K | 0.02% | +1,202+183.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,114 | $77.4K | 0.00% | −14−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,421 | $88.7K | 0.00% | +1,520+168.7% | Added |
| IFP Advisors, Inc | 2,859 | $104.7K | 0.00% | +4+0.1% | Added |
| Bryn Mawr Trust Co | 4,000 | $146.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,148 | $152.0K | 0.00% | +2,050+97.7% | Added |
| Virtus ETF Advisers LLC | 4,616 | $169.1K | 0.07% | −212−4.4% | Reduced |
| Jones Financial Companies LLLP | 4,809 | $176.1K | 0.00% | +4,809 | New |
| Trust Co of Vermont | 5,094 | $186.6K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,460 | $200.0K | 0.00% | −129−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,472 | $200.0K | 0.00% | +5,472 | New |
| Xponance, Inc. | 5,627 | $206.1K | 0.00% | +5,627 | New |