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, Q1 2026
Institutional positions in Avista Corp as of Mar 31, 2026. 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
- 405
- +9 vs. Q4 2025
- Shares held
- 70.7M
- +12.1M (+20.6%) vs. Q4 2025
- Total value
- $2.84B
- +$577.4M (+25.5%) vs. Q4 2025
- New holders
- 49
- 146 more added
- Sold out
- 40
- 126 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $40 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $40 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 3 | $120 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $121 | 0.00% | −2−40.0% | Reduced |
| Graney & King, LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6 | $241 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $241 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 7 | $281 | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $402 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $402 | 0.00% | +5+100.0% | Added |
| Ankerstar Wealth, LLC | 12 | $482 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $521 | 0.00% | +7+116.7% | Added |
| UMA Financial Services, Inc. | 13 | $522 | 0.00% | −26−66.7% | Reduced |
| Truvestments Capital LLC | 14 | $562 | 0.00% | +14 | New |
| CWM Advisors, LLC | 14 | $581 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $603 | 0.00% | −10−40.0% | Reduced |
| Gilpin Wealth Management, LLC | 15 | $603 | 0.00% | +4+36.4% | Added |
| Wall Street Financial Group, Inc. | 16 | $642 | 0.00% | +16 | New |
| Huntington National Bank | 17 | $682 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $763 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 19 | $763 | 0.00% | +19 | New |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $803 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $843 | 0.00% | −33−61.1% | Reduced |
| Cornerstone Planning Group LLC | 22 | $901 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 29 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 29 | $1.16K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 30 | $1.22K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 38 | $1.54K | 0.00% | +28+280.0% | Added |
| Rossby Financial, LCC | 41 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 41 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 43 | $1.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $1.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 54 | $2.17K | 0.00% | +54 | New |
| Fortitude Family Office, LLC | 58 | $2.33K | 0.00% | −104−64.2% | Reduced |
| True Wealth Design, LLC | 58 | $2.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $2.49K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $2.65K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $3.01K | 0.00% | +75 | New |
| Brown Brothers Harriman & Co | 87 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.53K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 102 | $4.09K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 110 | $4.42K | 0.00% | +68+161.9% | Added |
| C M Bidwell & Associates Ltd | 115 | $4.62K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 126 | $5.09K | 0.00% | +17+15.6% | Added |
| Bryn Mawr Trust Co | 128 | $5.14K | 0.00% | −4,000−96.9% | Reduced |
| Addison Advisors LLC | 133 | $5.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $6.50K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 164 | $6.58K | 0.00% | +152+1,266.7% | Added |
| Assetmark, Inc | 173 | $6.94K | 0.00% | +82+90.1% | Added |
| Parkside Financial Bank & Trust | 175 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $7.07K | 0.00% | −17−8.8% | Reduced |
| Lodestone Wealth Management LLC | 191 | $7.68K | 0.00% | +2+1.1% | Added |
| Parallel Advisors, LLC | 195 | $7.83K | 0.00% | +63+47.7% | Added |
| Covestor Ltd | 216 | $8.00K | 0.01% | +211+4,220.0% | Added |
| Bare Financial Services, Inc | 242 | $9.71K | 0.00% | +59+32.2% | Added |
| WPG Advisers, LLC | 321 | $12.9K | 0.01% | +321 | New |
| Capital Advisors, Ltd. LLC | 326 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 327 | $13.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 331 | $13.3K | 0.00% | +209+171.3% | Added |
| Advisory Services Network, LLC | 334 | $13.4K | 0.00% | +334 | New |
| Twin Peaks Wealth Advisors, LLC | 363 | $14.6K | 0.00% | +363 | New |
| St Germain D J Co Inc | 378 | $15.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $16.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $16.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 400 | $16.1K | 0.00% | +400 | New |
| Smartleaf Asset Management LLC | 401 | $16.2K | 0.00% | −462−53.5% | Reduced |
| WealthCollab, LLC | 406 | $16.3K | 0.01% | −220−35.1% | Reduced |
| AdvisorNet Financial, Inc | 483 | $19.4K | 0.00% | −77−13.8% | Reduced |
| Rothschild Investment LLC | 492 | $19.7K | 0.00% | +277+128.8% | Added |
| Optiver Holding B.V. | 505 | $20.3K | 0.00% | +99+24.4% | Added |
| Princeton Global Asset Management LLC | 506 | $20.3K | 0.00% | +6+1.2% | Added |
| Key Capital Management, INC | 522 | $21.0K | 0.01% | +388+289.6% | Added |
| Eastern Bank | 542 | $21.8K | 0.00% | −100−15.6% | Reduced |
| MAI Capital Management | 562 | $22.6K | 0.00% | +304+117.8% | Added |
| Signaturefd, LLC | 578 | $23.2K | 0.00% | +100+20.9% | Added |
| Delta Asset Management LLC | 600 | $24.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $24.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 653 | $26.2K | 0.00% | +16+2.5% | Added |
| Kemnay Advisory Services Inc. | 676 | $27.1K | 0.00% | −1,997−74.7% | Reduced |
| Salomon & Ludwin, LLC | 670 | $27.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 700 | $28.1K | 0.01% | +158+29.2% | Added |
| Financial Perspectives, Inc | 768 | $30.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 769 | $30.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 774 | $31.1K | 0.00% | +172+28.6% | Added |
| Simplex Trading, LLC | 780 | $31.3K | 0.00% | −1,816−70.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 800 | $32.1K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 800 | $32.1K | 0.00% | +800 | New |
| Nomura Asset Management Co Ltd | 900 | $36.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 900 | $36.1K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 967 | $38.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 982 | $39.7K | 0.00% | +481+96.0% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,108 | $44.5K | 0.00% | −51−4.4% | Reduced |
| Larson Financial Group LLC | 1,203 | $48.3K | 0.00% | +23+1.9% | Added |
| Costello Asset Management, INC | 1,251 | $50.2K | 0.02% | +1+0.1% | Added |