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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 13,334 | $558.3K | 0.01% | +13,334 | New |
| Keybank National Association | 13,327 | $558.0K | 0.00% | +110+0.8% | Added |
| Elo Mutual Pension Insurance Co | 13,069 | $547.2K | 0.01% | +13,069 | New |
| JustInvest LLC | 12,846 | $537.9K | 0.01% | −817−6.0% | Reduced |
| Bank of Montreal | 12,696 | $531.6K | 0.00% | +2,353+22.7% | Added |
| Groesbeck Investment Management Corp | 12,675 | $531.0K | 0.74% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,619 | $528.4K | 0.08% | +2,058+19.5% | Added |
| James Investment Research Inc | 12,582 | $526.8K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 12,070 | $505.4K | 0.03% | +12,070 | New |
| Great Lakes Advisors, LLC | 12,040 | $504.1K | 0.00% | −558−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 11,696 | $490.0K | 0.00% | +3,391+40.8% | Added |
| Virginia Retirement Systems Et Al | 11,600 | $485.7K | 0.00% | +11,600 | New |
| Meeder Asset Management Inc | 11,596 | $485.5K | 0.03% | +11,596 | New |
| SPC Financial, Inc. | 11,400 | $477.3K | 0.04% | +200+1.8% | Added |
| Quadrature Capital Ltd | 11,337 | $474.6K | 0.01% | +11,337 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,295 | $472.9K | 0.12% | +11,295 | New |
| Creative Planning | 11,031 | $461.9K | 0.00% | −4,398−28.5% | Reduced |
| Daymark Wealth Partners, LLC | 10,875 | $455.3K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,715 | $449.0K | 0.02% | +10,715 | New |
| Quantinno Capital Management LP | 10,607 | $444.1K | 0.00% | +10,607 | New |
| Bridgefront Capital, LLC | 10,299 | $431.2K | 0.12% | +10,299 | New |
| Moors & Cabot, Inc. | 10,131 | $424.2K | 0.02% | +313+3.2% | Added |
| Sonora Investment Management Group, LLC | 9,915 | $415.1K | 0.03% | −82−0.8% | Reduced |
| Raymond James Financial Inc | 9,592 | $401.6K | 0.00% | −17,911−65.1% | Reduced |
| Columbia Advisory Partners LLC | 9,501 | $397.8K | 0.34% | +92+1.0% | Added |
| Mackenzie Financial Corp | 9,312 | $389.9K | 0.00% | +9,312 | New |
| Qube Research & Technologies Ltd | 9,055 | $379.1K | 0.00% | +620+7.4% | Added |
| Public Employees Retirement Association of Colorado | 9,063 | $379.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,011 | $377.3K | 0.04% | −4,506−33.3% | Reduced |
| Quantessence Capital LLC | 8,500 | $355.9K | 0.09% | +8,500 | New |
| Envestnet Portfolio Solutions, Inc. | 8,458 | $354.1K | 0.00% | −2,971−26.0% | Reduced |
| Allianz Asset Management GmbH | 8,432 | $353.0K | 0.00% | −1,865−18.1% | Reduced |
| Inceptionr LLC | 8,398 | $351.6K | 0.11% | +8,398 | New |
| Farmers & Merchants Trust Co of Long Beach | 8,356 | $349.9K | 0.09% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 8,099 | $339.1K | 0.31% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,931 | $332.1K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 7,916 | $331.5K | 0.02% | +7,916 | New |
| SummitTX Capital, L.P. | 7,660 | $320.7K | 0.01% | +7,660 | New |
| IMS Capital Management | 7,659 | $320.7K | 0.16% | −5,712−42.7% | Reduced |
| 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 |
| Parcion Private Wealth LLC | 7,333 | $307.0K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 7,278 | $304.7K | 0.12% | +7,278 | New |
| HGK Asset Management Inc | 7,184 | $300.8K | 0.06% | −138−1.9% | Reduced |
| Principal Securities, Inc. | 8,141 | $298.2K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,070 | $296.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,793 | $284.4K | 0.02% | +6,793 | New |
| Challenger Wealth Management | 6,500 | $272.2K | 0.22% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,490 | $271.7K | 0.00% | −43−0.7% | Reduced |
| Neuberger Berman Group LLC | 6,434 | $269.4K | 0.00% | +6,434 | New |
| Avantax Advisory Services, Inc. | 6,432 | $269.3K | 0.00% | +186+3.0% | Added |
| Captrust Financial Advisors | 6,353 | $266.0K | 0.00% | −484−7.1% | Reduced |
| Steel Peak Wealth Management LLC | 6,344 | $265.6K | 0.01% | −86−1.3% | Reduced |
| D.A. Davidson & Co. | 6,262 | $262.2K | 0.00% | −3,338−34.8% | Reduced |
| Crossmark Global Holdings, Inc. | 6,111 | $255.9K | 0.00% | −62−1.0% | Reduced |
| Jones Financial Companies LLLP | 6,231 | $255.5K | 0.00% | +1,422+29.6% | Added |
| CWM, LLC | 6,101 | $255.0K | 0.00% | −65−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 5,978 | $250.3K | 0.01% | −167−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,958 | $249.0K | 0.00% | +486+8.9% | Added |
| Xponance, Inc. | 5,934 | $248.5K | 0.00% | +307+5.5% | Added |
| Kestra Investment Management, LLC | 5,929 | $248.2K | 0.01% | +5,929 | New |
| Personal Cfo Solutions, LLC | 5,900 | $247.0K | 0.05% | +5,900 | New |
| First Citizens Bank & Trust Co | 5,871 | $245.8K | 0.01% | +5,871 | New |
| Chelsea Counsel Co | 5,800 | $242.8K | 0.13% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,685 | $238.0K | 0.00% | −11,238−66.4% | Reduced |
| IFM Investors Pty Ltd | 5,677 | $237.7K | 0.00% | −4,655−45.1% | Reduced |
| Oxford Asset Management LLP | 5,574 | $233.4K | 0.11% | +5,574 | New |
| Trust Co of Vermont | 5,494 | $230.0K | 0.01% | +400+7.9% | Added |
| Vision Capital Management, Inc. | 5,357 | $224.3K | 0.03% | +5,357 | New |
| Cerity Partners LLC | 5,312 | $222.4K | 0.00% | +5,312 | New |
| Jain Global LLC | 5,300 | $221.9K | 0.00% | +5,300 | New |
| CI Private Wealth, LLC | 5,268 | $220.6K | 0.00% | −192−3.5% | Reduced |
| Entropy Technologies, LP | 5,103 | $213.7K | 0.02% | +5,103 | New |
| United Services Automobile Association | 4,901 | $201.0K | 0.01% | +4,901 | New |
| Mercer Global Advisors Inc | 4,786 | $200.4K | 0.00% | +4,786 | New |
| KBC Group NV | 4,238 | $177.0K | 0.00% | +90+2.2% | Added |
| Bryn Mawr Trust Co | 4,000 | $167.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,200 | $134.0K | 0.00% | +2,800+700.0% | Added |
| State of Wyoming | 3,105 | $130.0K | 0.02% | −4,152−57.2% | Reduced |
| IFP Advisors, Inc | 2,859 | $119.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,438 | $102.1K | 0.04% | +2,438 | New |
| EverSource Wealth Advisors, LLC | 2,119 | $88.7K | 0.00% | −302−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,885 | $78.9K | 0.00% | −9,065−82.8% | Reduced |
| Versant Capital Management, Inc | 1,828 | $76.5K | 0.01% | +105+6.1% | Added |
| Ronald Blue Trust, Inc. | 1,745 | $73.1K | 0.00% | +13+0.8% | Added |
| Eastern Bank | 1,742 | $72.9K | 0.00% | −100−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $62.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,434 | $60.0K | 0.00% | −59−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,402 | $58.7K | 0.00% | −53−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,279 | $53.6K | 0.00% | −183−12.5% | Reduced |
| Lazard Asset Management LLC | 1,218 | $50.0K | 0.00% | +1,218 | New |
| Quadrant Capital Group LLC | 1,137 | $47.6K | 0.00% | +19+1.7% | Added |
| Allworth Financial LP | 1,045 | $43.1K | 0.00% | +89+9.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,025 | $42.9K | 0.03% | +1,025 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $40.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 948 | $40.1K | 0.00% | −9,197−90.7% | Reduced |
| GAMMA Investing LLC | 916 | $38.4K | 0.00% | +656+252.3% | Added |
| Nomura Asset Management Co Ltd | 900 | $37.7K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $33.5K | 0.02% | 00.0% | Unchanged |