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, Q3 2025
Institutional positions in Avista Corp as of Sep 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
- 380
- +13 vs. Q2 2025
- Shares held
- 68.6M
- −218.8K (−0.3%) vs. Q2 2025
- Total value
- $2.59B
- −$16.1M (−0.6%) vs. Q2 2025
- New holders
- 39
- 136 more added
- Sold out
- 26
- 142 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 2 | $76 | 0.00% | +1+100.0% | Added |
| Strategic Advocates LLC | 2 | $76 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $113 | 0.00% | −2−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $151 | 0.00% | +1+33.3% | Added |
| Graney & King, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $265 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $366 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 12 | $454 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 19 | $719 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $756 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $832 | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 22 | $842 | 0.00% | −19−46.3% | Reduced |
| Huntington National Bank | 24 | $908 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $946 | 0.00% | −2−7.4% | Reduced |
| Atlantic Trust, LLC | 33 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $1.29K | 0.00% | +13+61.9% | Added |
| JFS Wealth Advisors, LLC | 38 | $1.44K | 0.00% | −4−9.5% | Reduced |
| Rossby Financial, LCC | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 43 | $1.64K | 0.00% | +43 | New |
| Private Trust Co NA | 46 | $1.74K | 0.00% | +5+12.2% | Added |
| UMA Financial Services, Inc. | 47 | $1.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $1.85K | 0.00% | −5−9.3% | Reduced |
| Optiver Holding B.V. | 56 | $2.12K | 0.00% | +56 | New |
| True Wealth Design, LLC | 58 | $2.19K | 0.00% | +56+2,800.0% | Added |
| Key Financial Inc | 62 | $2.31K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $2.50K | 0.00% | +66 | New |
| Bare Financial Services, Inc | 77 | $2.91K | 0.00% | −79−50.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 89 | $3.37K | 0.00% | +89 | New |
| Parkside Financial Bank & Trust | 92 | $3.48K | 0.00% | −133−59.1% | Reduced |
| Harbour Investments, Inc. | 92 | $3.50K | 0.00% | −103−52.8% | Reduced |
| Massmutual Trust Co FSB | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $4.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $4.65K | 0.00% | −17−12.1% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 145 | $5.00K | 0.00% | +145 | New |
| Addison Advisors LLC | 133 | $5.03K | 0.00% | −67−33.5% | Reduced |
| Advisory Services Network, LLC | 141 | $5.34K | 0.00% | +141 | New |
| Rothschild Investment LLC | 142 | $5.37K | 0.00% | −23−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 157 | $5.94K | 0.00% | +57+57.0% | Added |
| Wealthspire Advisors, LLC | 171 | $6.47K | 0.00% | +171 | New |
| Caitong International Asset Management Co., Ltd | 174 | $6.58K | 0.00% | +174 | New |
| Signaturefd, LLC | 192 | $7.26K | 0.00% | +183+2,033.3% | Added |
| Assetmark, Inc | 197 | $7.45K | 0.00% | +93+89.4% | Added |
| CIBC Private Wealth Group, LLC | 200 | $7.56K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 231 | $8.00K | 0.00% | −32−12.2% | Reduced |
| Ameritas Advisory Services, LLC | 230 | $8.70K | 0.00% | −654−74.0% | Reduced |
| Covestor Ltd | 261 | $10.0K | 0.01% | −25−8.7% | Reduced |
| Clearstead Advisors, LLC | 279 | $10.5K | 0.00% | +279 | New |
| Bell Investment Advisors, Inc | 293 | $11.1K | 0.00% | −28−8.7% | Reduced |
| Capital Advisors, Ltd. LLC | 309 | $12.0K | 0.00% | +42+15.7% | Added |
| GHP Investment Advisors, Inc. | 327 | $12.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $12.6K | 0.00% | −13−3.7% | Reduced |
| Shell Asset Management Co | 379 | $14.0K | 0.00% | −919−70.8% | Reduced |
| MAI Capital Management | 377 | $14.2K | 0.00% | −246−39.5% | Reduced |
| St Germain D J Co Inc | 378 | $14.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 400 | $15.1K | 0.00% | +400 | New |
| AdvisorNet Financial, Inc | 442 | $16.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $18.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 503 | $19.0K | 0.01% | −130−20.5% | Reduced |
| Global Retirement Partners, LLC | 508 | $19.2K | 0.00% | −159−23.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 518 | $19.6K | 0.00% | +518 | New |
| Delta Asset Management LLC | 600 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $22.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 626 | $23.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 644 | $24.0K | 0.00% | +9+1.4% | Added |
| Smartleaf Asset Management LLC | 644 | $24.2K | 0.00% | +146+29.3% | Added |
| Fifth Third Bancorp | 642 | $24.3K | 0.00% | −10−1.5% | Reduced |
| Eastern Bank | 642 | $24.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 692 | $25.6K | 0.00% | +692 | New |
| Financial Perspectives, Inc | 768 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 769 | $29.1K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $30.2K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 926 | $35.0K | 0.00% | +926 | New |
| Wolverine Asset Management LLC | 967 | $36.6K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,054 | $39.9K | 0.00% | +180+20.6% | Added |
| Aquatic Capital Management LLC | 1,126 | $42.6K | 0.00% | +1,126 | New |
| Costello Asset Management, INC | 1,248 | $47.2K | 0.02% | −964−43.6% | Reduced |
| Quarry LP | 1,332 | $50.4K | 0.01% | −2,146−61.7% | Reduced |
| Versant Capital Management, Inc | 1,398 | $52.9K | 0.01% | −111−7.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,450 | $54.8K | 0.00% | +49+3.5% | Added |
| Bayforest Capital Ltd | 1,478 | $55.9K | 0.03% | −15,071−91.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $56.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,513 | $57.2K | 0.00% | −362−19.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,690 | $64.0K | 0.00% | +116+7.4% | Added |
| Allworth Financial LP | 1,765 | $66.7K | 0.00% | +180+11.4% | Added |
| GAMMA Investing LLC | 1,769 | $66.9K | 0.00% | +409+30.1% | Added |
| EverSource Wealth Advisors, LLC | 1,996 | $75.5K | 0.00% | −1,121−36.0% | Reduced |
| KBC Group NV | 2,538 | $96.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,676 | $101.2K | 0.00% | −5,022−65.2% | Reduced |
| First Command Advisory Services, Inc. | 2,854 | $107.9K | 0.00% | 00.0% | Unchanged |