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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 768 | $32.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $32.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 696 | $29.1K | 0.00% | +94+15.6% | Added |
| Smartleaf Asset Management LLC | 686 | $28.1K | 0.00% | −172−20.0% | Reduced |
| WealthCollab, LLC | 626 | $26.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $25.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 571 | $24.0K | 0.00% | +119+26.3% | Added |
| Hexagon Capital Partners LLC | 546 | $22.9K | 0.00% | +183+50.4% | Added |
| Princeton Global Asset Management LLC | 500 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 463 | $19.4K | 0.01% | +415+864.6% | Added |
| AdvisorNet Financial, Inc | 442 | $18.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Demars Financial Group, LLC | 682,659 | $16.3K | 0.47% | +108,072+18.8% | Added |
| St Germain D J Co Inc | 378 | $15.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 373 | $15.6K | 0.00% | +1+0.3% | Added |
| Financial Network Wealth Management LLC | 358 | $14.0K | 0.00% | +358 | New |
| Wayfinding Financial, LLC | 343 | $14.0K | 0.01% | +343 | New |
| GHP Investment Advisors, Inc. | 327 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 321 | $13.4K | 0.00% | +55+20.7% | Added |
| Covestor Ltd | 281 | $12.0K | 0.01% | +9+3.3% | Added |
| Skopos Labs, Inc. | 279 | $11.7K | 0.00% | +279 | New |
| Capital Advisors, Ltd. LLC | 261 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 279 | $11.0K | 0.00% | +21+8.1% | Added |
| Umb Bank N A | 261 | $10.9K | 0.00% | +72+38.1% | Added |
| Boston Private Wealth LLC | 225 | $9.42K | 0.00% | +225 | New |
| Hantz Financial Services, Inc. | 222 | $9.00K | 0.00% | +222 | New |
| CIBC Private Wealth Group, LLC | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $7.33K | 0.00% | +70+66.7% | Added |
| Sierra Ocean, LLC | 149 | $6.24K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $4.82K | 0.00% | +115 | New |
| Riggs Asset Managment Co. Inc. | 105 | $4.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $4.23K | 0.00% | +100 | New |
| 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 |
| Harbour Investments, Inc. | 90 | $3.77K | 0.00% | +1+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.69K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 85 | $3.56K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $3.10K | 0.00% | +44+146.7% | Added |
| Newbridge Financial Services Group, Inc. | 69 | $2.88K | 0.00% | −1,787−96.3% | Reduced |
| Key Financial Inc | 62 | $2.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $2.56K | 0.00% | +45+281.3% | Added |
| Spectrum Wealth Counsel, LLC | 60 | $2.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $2.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.09K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 49 | $2.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.76K | 0.00% | −1−2.3% | Reduced |
| Private Trust Co NA | 41 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.69K | 0.00% | +41 | New |
| TD Private Client Wealth LLC | 40 | $1.68K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 38 | $1.59K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 28 | $1.17K | 0.00% | +3+12.0% | Added |
| Huntington National Bank | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $913 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $838 | 0.00% | +20 | New |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $837 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $837 | 0.00% | +20 | New |
| Manchester Capital Management LLC | 19 | $796 | 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 |
| DiNuzzo Private Wealth, Inc. | 10 | $419 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $419 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $418 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $294 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $167 | 0.00% | −52−92.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $125 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $42 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −784,923−100.0% | Sold out |
| ATLAS Infrastructure Partners (UK) Ltd. | 0 | $0 | 0.00% | −217,307−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −137,435−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −61,205−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −33,623−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −18,711−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −14,196−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,775−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −9,997−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −8,992−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,636−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |