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, 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 | 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, 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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 9,107 | $333.0K | 0.00% | −3,449−27.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,063 | $332.0K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 8,992 | $329.4K | 0.01% | +8,992 | New |
| Vestcor Inc | 8,450 | $310.0K | 0.01% | +8,450 | New |
| Qube Research & Technologies Ltd | 8,435 | $309.0K | 0.00% | −156,786−94.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,356 | $306.1K | 0.08% | −500−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 8,305 | $304.0K | 0.00% | −305−3.5% | Reduced |
| Principal Securities, Inc. | 8,141 | $298.2K | 0.01% | +967+13.5% | Added |
| Avant Financial Advisors LLC | 8,099 | $296.7K | 0.27% | +8,099 | New |
| Ameritas Investment Partners, Inc. | 7,931 | $290.5K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,877 | $288.5K | 0.00% | −7,567−49.0% | Reduced |
| CIBC Asset Management Inc | 7,814 | $286.2K | 0.00% | +351+4.7% | Added |
| Horizon Investment Services, LLC | 7,748 | $283.8K | 0.12% | +762+10.9% | Added |
| Ieq Capital, LLC | 7,747 | $283.8K | 0.00% | +2,050+36.0% | Added |
| Parcion Private Wealth LLC | 7,333 | $268.6K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,326 | $268.4K | 0.00% | +7,326 | New |
| HGK Asset Management Inc | 7,322 | $268.2K | 0.05% | −1,804−19.8% | Reduced |
| State of Wyoming | 7,257 | $265.8K | 0.03% | +4,454+158.9% | Added |
| Everence Capital Management Inc | 7,070 | $259.0K | 0.02% | −6,050−46.1% | Reduced |
| Captrust Financial Advisors | 6,837 | $250.4K | 0.00% | +915+15.5% | Added |
| Savant Capital, LLC | 6,636 | $243.1K | 0.00% | +122+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,533 | $239.3K | 0.00% | −337−4.9% | Reduced |
| Challenger Wealth Management | 6,500 | $238.1K | 0.21% | +6,500 | New |
| Steel Peak Wealth Management LLC | 6,430 | $235.5K | 0.01% | −93−1.4% | Reduced |
| EP Wealth Advisors, LLC | 6,271 | $229.7K | 0.00% | +575+10.1% | Added |
| Avantax Advisory Services, Inc. | 6,246 | $228.8K | 0.00% | −374−5.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,173 | $227.0K | 0.00% | −28−0.5% | Reduced |
| CWM, LLC | 6,166 | $226.0K | 0.00% | −850−12.1% | Reduced |
| Pensionmark Financial Group, LLC | 6,145 | $225.1K | 0.01% | −650−9.6% | Reduced |
| Jane Street Group, LLC | 6,036 | $221.1K | 0.00% | −82,210−93.2% | Reduced |
| Advisory Services Network, LLC | 5,866 | $214.9K | 0.00% | +5,866 | New |
| Chelsea Counsel Co | 5,800 | $212.5K | 0.11% | 00.0% | Unchanged |
| Xponance, Inc. | 5,627 | $206.1K | 0.00% | +5,627 | New |
| 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 |
| Trust Co of Vermont | 5,094 | $186.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,809 | $176.1K | 0.00% | +4,809 | New |
| Virtus ETF Advisers LLC | 4,616 | $169.1K | 0.07% | −212−4.4% | Reduced |
| KBC Group NV | 4,148 | $152.0K | 0.00% | +2,050+97.7% | Added |
| Bryn Mawr Trust Co | 4,000 | $146.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,859 | $104.7K | 0.00% | +4+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,421 | $88.7K | 0.00% | +1,520+168.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,114 | $77.4K | 0.00% | −14−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,856 | $68.0K | 0.02% | +1,202+183.8% | Added |
| Eastern Bank | 1,842 | $67.5K | 0.00% | +1,392+309.3% | Added |
| Ronald Blue Trust, Inc. | 1,732 | $63.4K | 0.00% | −1,329−43.4% | Reduced |
| Proequities, Inc. | 1,746 | $63.2K | 0.00% | −10−0.6% | Reduced |
| Versant Capital Management, Inc | 1,723 | $63.1K | 0.01% | +518+43.0% | Added |
| Shell Asset Management Co | 1,493 | $55.0K | 0.00% | −19−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $54.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,462 | $53.6K | 0.00% | +456+45.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,455 | $53.3K | 0.00% | +54+3.9% | Added |
| Quadrant Capital Group LLC | 1,118 | $41.0K | 0.00% | −22−1.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $36.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $35.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 956 | $34.6K | 0.00% | +715+296.7% | Added |
| Nomura Asset Management Co Ltd | 900 | $33.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 858 | $31.5K | 0.00% | +464+117.8% | Added |
| North Ridge Wealth Advisors, Inc. | 800 | $29.3K | 0.02% | +800 | New |
| Cedar Mountain Advisors, LLC | 768 | $28.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $28.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 695 | $25.5K | 0.00% | +668+2,474.1% | Added |
| WealthCollab, LLC | 626 | $22.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 602 | $22.1K | 0.00% | +3+0.5% | Added |
| Delta Asset Management LLC | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 575 | $21.1K | 0.00% | +575 | New |
| Aster Capital Management (DIFC) Ltd | 556 | $20.4K | 0.01% | +556 | New |
| 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 |
| Bessemer Group Inc | 452 | $17.0K | 0.00% | −16−3.4% | Reduced |
| AdvisorNet Financial, Inc | 442 | $16.2K | 0.00% | −17−3.7% | Reduced |
| Demars Financial Group, LLC | 574,587 | $15.7K | 0.51% | +574,587 | New |
| 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 |
| St Germain D J Co Inc | 378 | $13.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 372 | $13.6K | 0.00% | +372 | New |
| Hexagon Capital Partners LLC | 363 | $13.3K | 0.00% | +102+39.1% | Added |
| Global Retirement Partners, LLC | 359 | $13.2K | 0.00% | −309−46.3% | Reduced |
| GHP Investment Advisors, Inc. | 327 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 293 | $10.7K | 0.00% | +293 | New |
| Covestor Ltd | 272 | $10.0K | 0.01% | −5−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 261 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 266 | $9.74K | 0.00% | +52+24.3% | Added |
| GAMMA Investing LLC | 260 | $9.52K | 0.00% | +170+188.9% | Added |
| Hemington Wealth Management | 258 | $9.00K | 0.00% | +4+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $7.33K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 189 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 149 | $5.46K | 0.00% | +149 | New |
| Quest Partners LLC | 144 | $5.28K | 0.00% | −64,443−99.8% | Reduced |
| Smithfield Trust Co | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 105 | $3.85K | 0.00% | −60−36.4% | Reduced |
| Rothschild Investment LLC | 105 | $3.85K | 0.00% | +30+40.0% | Added |
| CGC Financial Services, LLC | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $3.44K | 0.00% | +15+19.0% | Added |
| Harbour Investments, Inc. | 89 | $3.26K | 0.00% | +1+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.22K | 0.00% | 00.0% | Unchanged |