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, Q1 2025
Institutional positions in Avista Corp as of Mar 31, 2025. 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
- 374
- +45 vs. Q4 2024
- Shares held
- 69.1M
- −228.0K (−0.3%) vs. Q4 2024
- Total value
- $2.87B
- +$346.3M (+13.7%) vs. Q4 2024
- New holders
- 74
- 139 more added
- Sold out
- 29
- 96 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $42 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $125 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $167 | 0.00% | −52−92.9% | Reduced |
| Graney & King, LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $294 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $418 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $419 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $419 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $461 | 0.00% | +3+37.5% | Added |
| Global Financial Private Client, LLC | 11 | $461 | 0.00% | +8+266.7% | Added |
| Manchester Capital Management LLC | 19 | $796 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $837 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $837 | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $838 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 22 | $913 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $1.17K | 0.00% | +3+12.0% | Added |
| Bare Financial Services, Inc | 38 | $1.59K | 0.00% | +38 | New |
| TD Private Client Wealth LLC | 40 | $1.68K | 0.00% | +40 | New |
| Rossby Financial, LCC | 41 | $1.69K | 0.00% | +41 | New |
| Private Trust Co NA | 41 | $1.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.76K | 0.00% | −1−2.3% | Reduced |
| Fortitude Family Office, LLC | 49 | $2.05K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.09K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 54 | $2.26K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $2.56K | 0.00% | +45+281.3% | Added |
| Key Financial Inc | 62 | $2.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 69 | $2.88K | 0.00% | −1,787−96.3% | Reduced |
| Larson Financial Group LLC | 74 | $3.10K | 0.00% | +44+146.7% | Added |
| Parallel Advisors, LLC | 85 | $3.56K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 90 | $3.77K | 0.00% | +1+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $4.19K | 0.00% | −100−50.0% | Reduced |
| CGC Financial Services, LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $4.19K | 0.00% | +6+6.4% | Added |
| Hughes Financial Services, LLC | 100 | $4.23K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 105 | $4.40K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $4.82K | 0.00% | +115 | New |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 149 | $6.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $7.33K | 0.00% | +70+66.7% | Added |
| CIBC Private Wealth Group, LLC | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 222 | $9.00K | 0.00% | +222 | New |
| Boston Private Wealth LLC | 225 | $9.42K | 0.00% | +225 | New |
| Umb Bank N A | 261 | $10.9K | 0.00% | +72+38.1% | Added |
| Capital Advisors, Ltd. LLC | 261 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 279 | $11.0K | 0.00% | +21+8.1% | Added |
| Skopos Labs, Inc. | 279 | $11.7K | 0.00% | +279 | New |
| Covestor Ltd | 281 | $12.0K | 0.01% | +9+3.3% | Added |
| Bell Investment Advisors, Inc | 321 | $13.4K | 0.00% | +55+20.7% | Added |
| GHP Investment Advisors, Inc. | 327 | $13.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 358 | $14.0K | 0.00% | +358 | New |
| Wayfinding Financial, LLC | 343 | $14.0K | 0.01% | +343 | New |
| MAI Capital Management | 373 | $15.6K | 0.00% | +1+0.3% | Added |
| St Germain D J Co Inc | 378 | $15.8K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 682,659 | $16.3K | 0.47% | +108,072+18.8% | Added |
| Mather Group, LLC. | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 442 | $18.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 463 | $19.4K | 0.01% | +415+864.6% | Added |
| Princeton Global Asset Management LLC | 500 | $20.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 546 | $22.9K | 0.00% | +183+50.4% | Added |
| Bessemer Group Inc | 571 | $24.0K | 0.00% | +119+26.3% | Added |
| Delta Asset Management LLC | 600 | $25.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 626 | $26.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 686 | $28.1K | 0.00% | −172−20.0% | Reduced |
| Fifth Third Bancorp | 696 | $29.1K | 0.00% | +94+15.6% | Added |
| Financial Perspectives, Inc | 768 | $32.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $32.2K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $33.5K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $37.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 916 | $38.4K | 0.00% | +656+252.3% | Added |
| Farther Finance Advisors, LLC | 948 | $40.1K | 0.00% | −9,197−90.7% | Reduced |
| Wolverine Asset Management LLC | 967 | $40.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,025 | $42.9K | 0.03% | +1,025 | New |
| Allworth Financial LP | 1,045 | $43.1K | 0.00% | +89+9.3% | Added |
| Quadrant Capital Group LLC | 1,137 | $47.6K | 0.00% | +19+1.7% | Added |
| Lazard Asset Management LLC | 1,218 | $50.0K | 0.00% | +1,218 | New |
| SRS Capital Advisors, Inc. | 1,279 | $53.6K | 0.00% | −183−12.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,402 | $58.7K | 0.00% | −53−3.6% | Reduced |
| Shell Asset Management Co | 1,434 | $60.0K | 0.00% | −59−4.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $62.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,742 | $72.9K | 0.00% | −100−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,745 | $73.1K | 0.00% | +13+0.8% | Added |
| Versant Capital Management, Inc | 1,828 | $76.5K | 0.01% | +105+6.1% | Added |
| Tower Research Capital LLC (TRC) | 1,885 | $78.9K | 0.00% | −9,065−82.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,119 | $88.7K | 0.00% | −302−12.5% | Reduced |
| Costello Asset Management, INC | 2,438 | $102.1K | 0.04% | +2,438 | New |
| IFP Advisors, Inc | 2,859 | $119.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,105 | $130.0K | 0.02% | −4,152−57.2% | Reduced |
| STRS Ohio | 3,200 | $134.0K | 0.00% | +2,800+700.0% | Added |
| Bryn Mawr Trust Co | 4,000 | $167.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,238 | $177.0K | 0.00% | +90+2.2% | Added |
| Mercer Global Advisors Inc | 4,786 | $200.4K | 0.00% | +4,786 | New |