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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 4,901 | $201.0K | 0.01% | +4,901 | New |
| Entropy Technologies, LP | 5,103 | $213.7K | 0.02% | +5,103 | New |
| CI Private Wealth, LLC | 5,268 | $220.6K | 0.00% | −192−3.5% | Reduced |
| Jain Global LLC | 5,300 | $221.9K | 0.00% | +5,300 | New |
| Cerity Partners LLC | 5,312 | $222.4K | 0.00% | +5,312 | New |
| Vision Capital Management, Inc. | 5,357 | $224.3K | 0.03% | +5,357 | New |
| Trust Co of Vermont | 5,494 | $230.0K | 0.01% | +400+7.9% | Added |
| Oxford Asset Management LLP | 5,574 | $233.4K | 0.11% | +5,574 | New |
| IFM Investors Pty Ltd | 5,677 | $237.7K | 0.00% | −4,655−45.1% | Reduced |
| Scotia Capital Inc. | 5,685 | $238.0K | 0.00% | −11,238−66.4% | Reduced |
| Chelsea Counsel Co | 5,800 | $242.8K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,871 | $245.8K | 0.01% | +5,871 | New |
| Personal Cfo Solutions, LLC | 5,900 | $247.0K | 0.05% | +5,900 | New |
| Kestra Investment Management, LLC | 5,929 | $248.2K | 0.01% | +5,929 | New |
| Xponance, Inc. | 5,934 | $248.5K | 0.00% | +307+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,958 | $249.0K | 0.00% | +486+8.9% | Added |
| Pensionmark Financial Group, LLC | 5,978 | $250.3K | 0.01% | −167−2.7% | Reduced |
| CWM, LLC | 6,101 | $255.0K | 0.00% | −65−1.1% | Reduced |
| Jones Financial Companies LLLP | 6,231 | $255.5K | 0.00% | +1,422+29.6% | Added |
| Crossmark Global Holdings, Inc. | 6,111 | $255.9K | 0.00% | −62−1.0% | Reduced |
| D.A. Davidson & Co. | 6,262 | $262.2K | 0.00% | −3,338−34.8% | Reduced |
| Steel Peak Wealth Management LLC | 6,344 | $265.6K | 0.01% | −86−1.3% | Reduced |
| Captrust Financial Advisors | 6,353 | $266.0K | 0.00% | −484−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,432 | $269.3K | 0.00% | +186+3.0% | Added |
| Neuberger Berman Group LLC | 6,434 | $269.4K | 0.00% | +6,434 | New |
| Wealth Enhancement Advisory Services, LLC | 6,490 | $271.7K | 0.00% | −43−0.7% | Reduced |
| Challenger Wealth Management | 6,500 | $272.2K | 0.22% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,793 | $284.4K | 0.02% | +6,793 | New |
| Everence Capital Management Inc | 7,070 | $296.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,141 | $298.2K | 0.01% | 00.0% | Unchanged |
| HGK Asset Management Inc | 7,184 | $300.8K | 0.06% | −138−1.9% | Reduced |
| Axq Capital, LP | 7,278 | $304.7K | 0.12% | +7,278 | New |
| Parcion Private Wealth LLC | 7,333 | $307.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,544 | $315.9K | 0.00% | −270−3.5% | Reduced |
| Independent Financial Group, LLC | 7,544 | $315.9K | 0.01% | +7,544 | New |
| IMS Capital Management | 7,659 | $320.7K | 0.16% | −5,712−42.7% | Reduced |
| SummitTX Capital, L.P. | 7,660 | $320.7K | 0.01% | +7,660 | New |
| Sowell Financial Services LLC | 7,916 | $331.5K | 0.02% | +7,916 | New |
| Ameritas Investment Partners, Inc. | 7,931 | $332.1K | 0.01% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 8,099 | $339.1K | 0.31% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,356 | $349.9K | 0.09% | 00.0% | Unchanged |
| Inceptionr LLC | 8,398 | $351.6K | 0.11% | +8,398 | New |
| Allianz Asset Management GmbH | 8,432 | $353.0K | 0.00% | −1,865−18.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,458 | $354.1K | 0.00% | −2,971−26.0% | Reduced |
| Quantessence Capital LLC | 8,500 | $355.9K | 0.09% | +8,500 | New |
| Petrus Trust Company, LTA | 9,011 | $377.3K | 0.04% | −4,506−33.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,063 | $379.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 9,055 | $379.1K | 0.00% | +620+7.4% | Added |
| Mackenzie Financial Corp | 9,312 | $389.9K | 0.00% | +9,312 | New |
| Columbia Advisory Partners LLC | 9,501 | $397.8K | 0.34% | +92+1.0% | Added |
| Raymond James Financial Inc | 9,592 | $401.6K | 0.00% | −17,911−65.1% | Reduced |
| Sonora Investment Management Group, LLC | 9,915 | $415.1K | 0.03% | −82−0.8% | Reduced |
| Moors & Cabot, Inc. | 10,131 | $424.2K | 0.02% | +313+3.2% | Added |
| Bridgefront Capital, LLC | 10,299 | $431.2K | 0.12% | +10,299 | New |
| Quantinno Capital Management LP | 10,607 | $444.1K | 0.00% | +10,607 | New |
| Virtu Financial LLC | 10,715 | $449.0K | 0.02% | +10,715 | New |
| Daymark Wealth Partners, LLC | 10,875 | $455.3K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,031 | $461.9K | 0.00% | −4,398−28.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,295 | $472.9K | 0.12% | +11,295 | New |
| Quadrature Capital Ltd | 11,337 | $474.6K | 0.01% | +11,337 | New |
| SPC Financial, Inc. | 11,400 | $477.3K | 0.04% | +200+1.8% | Added |
| Meeder Asset Management Inc | 11,596 | $485.5K | 0.03% | +11,596 | New |
| Virginia Retirement Systems Et Al | 11,600 | $485.7K | 0.00% | +11,600 | New |
| Commonwealth Equity Services, LLC | 11,696 | $490.0K | 0.00% | +3,391+40.8% | Added |
| Great Lakes Advisors, LLC | 12,040 | $504.1K | 0.00% | −558−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,070 | $505.4K | 0.03% | +12,070 | New |
| James Investment Research Inc | 12,582 | $526.8K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,619 | $528.4K | 0.08% | +2,058+19.5% | Added |
| Groesbeck Investment Management Corp | 12,675 | $531.0K | 0.74% | 00.0% | Unchanged |
| Bank of Montreal | 12,696 | $531.6K | 0.00% | +2,353+22.7% | Added |
| JustInvest LLC | 12,846 | $537.9K | 0.01% | −817−6.0% | Reduced |
| Elo Mutual Pension Insurance Co | 13,069 | $547.2K | 0.01% | +13,069 | New |
| Keybank National Association | 13,327 | $558.0K | 0.00% | +110+0.8% | Added |
| Vident Advisory, LLC | 13,334 | $558.3K | 0.01% | +13,334 | New |
| Occudo Quantitative Strategies LP | 13,788 | $565.4K | 0.08% | +13,788 | New |
| The PNC Financial Services Group, Inc. | 13,773 | $576.7K | 0.00% | +3,283+31.3% | Added |
| Baird Financial Group, Inc. | 14,130 | $591.6K | 0.00% | −551−3.8% | Reduced |
| EntryPoint Capital, LLC | 14,134 | $591.8K | 0.27% | +14,134 | New |
| Sterling Capital Management LLC | 15,398 | $644.7K | 0.01% | −2,309−13.0% | Reduced |
| US Bancorp | 15,654 | $655.5K | 0.00% | +4,972+46.5% | Added |
| Pictet Asset Management Holding SA | 15,759 | $659.8K | 0.00% | +2,246+16.6% | Added |
| Bailard, Inc. | 16,000 | $669.9K | 0.02% | −3,000−15.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,222 | $679.2K | 0.29% | +16,222 | New |
| Jennison Associates LLC | 16,497 | $690.7K | 0.00% | +16,497 | New |
| O'Shaughnessy Asset Management, LLC | 16,682 | $698.5K | 0.01% | +1,131+7.3% | Added |
| Ieq Capital, LLC | 16,701 | $699.3K | 0.01% | +8,954+115.6% | Added |
| Meeder Advisory Services, Inc. | 17,201 | $720.2K | 0.04% | −35−0.2% | Reduced |
| Caxton Associates LLP | 17,234 | $721.6K | 0.03% | +17,234 | New |
| Police & Firemen's Retirement System of New Jersey | 17,289 | $723.9K | 0.01% | +619+3.7% | Added |
| Glenmede Trust Co NA | 17,475 | $731.7K | 0.00% | −378−2.1% | Reduced |
| CIBC World Markets Corp | 17,594 | $736.7K | 0.01% | +10,268+140.2% | Added |
| Janney Montgomery Scott LLC | 17,649 | $739.0K | 0.00% | +1,561+9.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,867 | $748.1K | 0.00% | +15,753+745.2% | Added |
| Oregon Public Employees Retirement Fund | 18,171 | $760.8K | 0.01% | −500−2.7% | Reduced |
| Apella Capital, LLC | 19,278 | $765.5K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 18,307 | $767.0K | 0.01% | +2,108+13.0% | Added |
| Benjamin Edwards Inc | 18,570 | $777.5K | 0.01% | −1,622−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,879 | $790.5K | 0.00% | +18,879 | New |
| Point72 (DIFC) Ltd | 20,760 | $869.2K | 0.08% | +20,760 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,290 | $891.4K | 0.00% | +1,055+5.2% | Added |