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, 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 | 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, 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 |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | 800 | $30.2K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 769 | $29.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $29.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 692 | $25.6K | 0.00% | +692 | New |
| Fifth Third Bancorp | 642 | $24.3K | 0.00% | −10−1.5% | Reduced |
| Eastern Bank | 642 | $24.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 644 | $24.2K | 0.00% | +146+29.3% | Added |
| Hantz Financial Services, Inc. | 644 | $24.0K | 0.00% | +9+1.4% | Added |
| WealthCollab, LLC | 626 | $23.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 600 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $22.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 518 | $19.6K | 0.00% | +518 | New |
| Global Retirement Partners, LLC | 508 | $19.2K | 0.00% | −159−23.8% | Reduced |
| Essential Partners LLC | 503 | $19.0K | 0.01% | −130−20.5% | Reduced |
| Princeton Global Asset Management LLC | 500 | $18.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 442 | $16.7K | 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 |
| St Germain D J Co Inc | 378 | $14.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 377 | $14.2K | 0.00% | −246−39.5% | Reduced |
| Shell Asset Management Co | 379 | $14.0K | 0.00% | −919−70.8% | Reduced |
| Umb Bank N A | 334 | $12.6K | 0.00% | −13−3.7% | Reduced |
| GHP Investment Advisors, Inc. | 327 | $12.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 309 | $12.0K | 0.00% | +42+15.7% | Added |
| Bell Investment Advisors, Inc | 293 | $11.1K | 0.00% | −28−8.7% | Reduced |
| Clearstead Advisors, LLC | 279 | $10.5K | 0.00% | +279 | New |
| Covestor Ltd | 261 | $10.0K | 0.01% | −25−8.7% | Reduced |
| Ameritas Advisory Services, LLC | 230 | $8.70K | 0.00% | −654−74.0% | Reduced |
| Hemington Wealth Management | 231 | $8.00K | 0.00% | −32−12.2% | Reduced |
| CIBC Private Wealth Group, LLC | 200 | $7.56K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 197 | $7.45K | 0.00% | +93+89.4% | Added |
| Signaturefd, LLC | 192 | $7.26K | 0.00% | +183+2,033.3% | Added |
| Caitong International Asset Management Co., Ltd | 174 | $6.58K | 0.00% | +174 | New |
| Wealthspire Advisors, LLC | 171 | $6.47K | 0.00% | +171 | New |
| Steward Partners Investment Advisory, LLC | 157 | $5.94K | 0.00% | +57+57.0% | Added |
| Rothschild Investment LLC | 142 | $5.37K | 0.00% | −23−13.9% | Reduced |
| Advisory Services Network, LLC | 141 | $5.34K | 0.00% | +141 | New |
| Addison Advisors LLC | 133 | $5.03K | 0.00% | −67−33.5% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 145 | $5.00K | 0.00% | +145 | New |
| Parallel Advisors, LLC | 123 | $4.65K | 0.00% | −17−12.1% | Reduced |
| C M Bidwell & Associates Ltd | 115 | $4.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 92 | $3.50K | 0.00% | −103−52.8% | Reduced |
| Parkside Financial Bank & Trust | 92 | $3.48K | 0.00% | −133−59.1% | Reduced |
| Root Financial Partners, LLC | 89 | $3.37K | 0.00% | +89 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 77 | $2.91K | 0.00% | −79−50.6% | Reduced |
| Asset Dedication, LLC | 66 | $2.50K | 0.00% | +66 | New |
| Key Financial Inc | 62 | $2.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.19K | 0.00% | +56+2,800.0% | Added |
| Optiver Holding B.V. | 56 | $2.12K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 49 | $1.85K | 0.00% | −5−9.3% | Reduced |
| UMA Financial Services, Inc. | 47 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $1.74K | 0.00% | +5+12.2% | Added |
| Caitlin John, LLC | 43 | $1.64K | 0.00% | +43 | New |
| Rossby Financial, LCC | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $1.44K | 0.00% | −4−9.5% | Reduced |
| Fortitude Family Office, LLC | 34 | $1.29K | 0.00% | +13+61.9% | Added |
| Atlantic Trust, LLC | 33 | $1.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $946 | 0.00% | −2−7.4% | Reduced |
| Huntington National Bank | 24 | $908 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $842 | 0.00% | −19−46.3% | Reduced |
| Montag A & Associates Inc | 22 | $832 | 0.00% | +22 | New |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $756 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $719 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 12 | $454 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $366 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $265 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $151 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 3 | $113 | 0.00% | −2−40.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $76 | 0.00% | +1+100.0% | Added |
| Strategic Advocates LLC | 2 | $76 | 0.00% | +2 | New |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −99,750−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −27,884−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −24,424−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −24,032−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −22,430−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −19,827−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,448−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,283−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −11,781−100.0% | Sold out |
| Challenger Wealth Management | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,338−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −5,845−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −262−100.0% | Sold out |