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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 768 | $29.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 667 | $25.3K | 0.00% | +667 | New |
| Fifth Third Bancorp | 652 | $24.7K | 0.00% | −44−6.3% | Reduced |
| Eastern Bank | 642 | $24.4K | 0.00% | −1,100−63.1% | Reduced |
| Essential Partners LLC | 633 | $24.0K | 0.01% | +633 | New |
| Hantz Financial Services, Inc. | 635 | $24.0K | 0.00% | +413+186.0% | Added |
| WealthCollab, LLC | 626 | $23.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 623 | $23.6K | 0.00% | +250+67.0% | Added |
| Delta Asset Management LLC | 600 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $22.8K | 0.01% | +600 | New |
| Princeton Global Asset Management LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 498 | $18.7K | 0.00% | −188−27.4% | Reduced |
| AdvisorNet Financial, Inc | 442 | $16.8K | 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 |
| St Germain D J Co Inc | 378 | $14.3K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 370 | $14.0K | 0.00% | +370 | New |
| Umb Bank N A | 347 | $13.2K | 0.00% | +86+33.0% | Added |
| GHP Investment Advisors, Inc. | 327 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 321 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 286 | $11.0K | 0.01% | +5+1.8% | Added |
| Farther Finance Advisors, LLC | 285 | $10.8K | 0.00% | −663−69.9% | Reduced |
| Capital Advisors, Ltd. LLC | 267 | $10.0K | 0.00% | +6+2.3% | Added |
| Hollencrest Capital Management | 262 | $9.94K | 0.00% | +262 | New |
| Hemington Wealth Management | 263 | $9.00K | 0.00% | −16−5.7% | Reduced |
| Parkside Financial Bank & Trust | 225 | $8.54K | 0.00% | +164+268.9% | Added |
| CIBC Private Wealth Group, LLC | 200 | $7.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $7.59K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 195 | $7.41K | 0.00% | +105+116.7% | Added |
| Riggs Asset Managment Co. Inc. | 173 | $6.57K | 0.00% | +68+64.8% | Added |
| Rothschild Investment LLC | 165 | $6.26K | 0.00% | −10−5.7% | Reduced |
| Bare Financial Services, Inc | 156 | $5.92K | 0.00% | +118+310.5% | Added |
| Parallel Advisors, LLC | 140 | $5.31K | 0.00% | +55+64.7% | Added |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $4.36K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 104 | $3.95K | 0.00% | +104 | New |
| 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 |
| Hughes Financial Services, LLC | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $2.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $2.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $1.78K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 42 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $1.57K | 0.00% | +19+86.4% | Added |
| Private Trust Co NA | 41 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.56K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $1.29K | 0.00% | +34 | New |
| Atlantic Trust, LLC | 33 | $1.25K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 27 | $1.02K | 0.00% | −1−3.6% | Reduced |
| Picton Mahoney Asset Management | 30 | $1.00K | 0.00% | −38,831−99.9% | Reduced |
| Huntington National Bank | 24 | $912 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $797 | 0.00% | −28−57.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $759 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $722 | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 9 | $342 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 8 | $304 | 0.00% | +7+700.0% | Added |
| Abound Wealth Management | 7 | $266 | 0.00% | 00.0% | Unchanged |
| 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 |
| SBI Securities Co., Ltd. | 4 | $152 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $152 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −77,755−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −69,840−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −68,156−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −68,145−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −66,466−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −54,681−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −47,995−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −41,401−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −30,231−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −26,884−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,788−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −12,675−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −11,596−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,337−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,715−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,432−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,793−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −5,978−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,574−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,268−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |