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, Q2 2025
Institutional positions in Avista Corp as of Jun 30, 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
- 371
- +1 vs. Q1 2025
- Shares held
- 69.6M
- +733.1K (+1.1%) vs. Q1 2025
- Total value
- $2.64B
- −$215.3M (−7.5%) vs. Q1 2025
- New holders
- 45
- 155 more added
- Sold out
- 44
- 108 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $152 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $152 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $190 | 0.00% | −6−54.5% | Reduced |
| Graney & King, LLC | 5 | $190 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $190 | 0.00% | +4+400.0% | Added |
| Abound Wealth Management | 7 | $266 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $304 | 0.00% | +7+700.0% | Added |
| Signaturefd, LLC | 9 | $342 | 0.00% | +9 | New |
| NewSquare Capital LLC | 10 | $380 | 0.00% | −40−80.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $380 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $380 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $722 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $759 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $797 | 0.00% | −28−57.1% | Reduced |
| Huntington National Bank | 24 | $912 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 30 | $1.00K | 0.00% | −38,831−99.9% | Reduced |
| Private Wealth Management Group, LLC | 27 | $1.02K | 0.00% | −1−3.6% | Reduced |
| Atlantic Trust, LLC | 33 | $1.25K | 0.00% | +33 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $1.29K | 0.00% | +34 | New |
| Private Trust Co NA | 41 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $1.57K | 0.00% | +19+86.4% | Added |
| JFS Wealth Advisors, LLC | 42 | $1.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $1.78K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 54 | $2.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $2.35K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.34K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 104 | $3.95K | 0.00% | +104 | New |
| C M Bidwell & Associates Ltd | 115 | $4.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 140 | $5.31K | 0.00% | +55+64.7% | Added |
| Bare Financial Services, Inc | 156 | $5.92K | 0.00% | +118+310.5% | Added |
| Rothschild Investment LLC | 165 | $6.26K | 0.00% | −10−5.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 173 | $6.57K | 0.00% | +68+64.8% | Added |
| Harbour Investments, Inc. | 195 | $7.41K | 0.00% | +105+116.7% | Added |
| CIBC Private Wealth Group, LLC | 200 | $7.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $7.59K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 225 | $8.54K | 0.00% | +164+268.9% | Added |
| Hemington Wealth Management | 263 | $9.00K | 0.00% | −16−5.7% | Reduced |
| Hollencrest Capital Management | 262 | $9.94K | 0.00% | +262 | New |
| Capital Advisors, Ltd. LLC | 267 | $10.0K | 0.00% | +6+2.3% | Added |
| Farther Finance Advisors, LLC | 285 | $10.8K | 0.00% | −663−69.9% | Reduced |
| Covestor Ltd | 286 | $11.0K | 0.01% | +5+1.8% | Added |
| Bell Investment Advisors, Inc | 321 | $12.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 327 | $12.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 347 | $13.2K | 0.00% | +86+33.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 370 | $14.0K | 0.00% | +370 | New |
| St Germain D J Co Inc | 378 | $14.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 442 | $16.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 498 | $18.7K | 0.00% | −188−27.4% | Reduced |
| Princeton Global Asset Management LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $22.8K | 0.01% | +600 | New |
| MAI Capital Management | 623 | $23.6K | 0.00% | +250+67.0% | Added |
| WealthCollab, LLC | 626 | $23.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 635 | $24.0K | 0.00% | +413+186.0% | Added |
| Essential Partners LLC | 633 | $24.0K | 0.01% | +633 | New |
| Eastern Bank | 642 | $24.4K | 0.00% | −1,100−63.1% | Reduced |
| Fifth Third Bancorp | 652 | $24.7K | 0.00% | −44−6.3% | Reduced |
| Global Retirement Partners, LLC | 667 | $25.3K | 0.00% | +667 | New |
| Financial Perspectives, Inc | 768 | $29.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 769 | $29.2K | 0.01% | +1+0.1% | Added |
| North Ridge Wealth Advisors, Inc. | 800 | $30.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 874 | $33.2K | 0.00% | +800+1,081.1% | Added |
| Ameritas Advisory Services, LLC | 884 | $33.5K | 0.00% | +884 | New |
| Bessemer Group Inc | 884 | $34.0K | 0.00% | +313+54.8% | Added |
| Nomura Asset Management Co Ltd | 900 | $34.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $36.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 978 | $37.1K | 0.00% | +978 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,022 | $38.8K | 0.01% | +743+266.3% | Added |
| Shell Asset Management Co | 1,298 | $49.0K | 0.00% | −136−9.5% | Reduced |
| GAMMA Investing LLC | 1,360 | $51.6K | 0.00% | +444+48.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,401 | $53.2K | 0.00% | −1−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $56.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,509 | $57.3K | 0.01% | −319−17.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,574 | $60.0K | 0.00% | +1,574 | New |
| Allworth Financial LP | 1,585 | $60.1K | 0.00% | +540+51.7% | Added |
| Ronald Blue Trust, Inc. | 1,875 | $71.2K | 0.00% | +130+7.4% | Added |
| Lazard Asset Management LLC | 1,949 | $73.0K | 0.00% | +731+60.0% | Added |
| Costello Asset Management, INC | 2,212 | $83.9K | 0.03% | −226−9.3% | Reduced |
| KBC Group NV | 2,538 | $96.0K | 0.00% | −1,700−40.1% | Reduced |
| First Command Advisory Services, Inc. | 2,854 | $108.3K | 0.00% | +2,854 | New |
| EverSource Wealth Advisors, LLC | 3,117 | $118.3K | 0.01% | +998+47.1% | Added |
| STRS Ohio | 3,200 | $121.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,478 | $132.0K | 0.03% | +3,015+651.2% | Added |
| IFP Advisors, Inc | 3,523 | $133.7K | 0.00% | +664+23.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,791 | $143.9K | 0.01% | +3,791 | New |
| Point72 (DIFC) Ltd | 3,899 | $148.0K | 0.01% | −16,861−81.2% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $151.8K | 0.00% | 00.0% | Unchanged |