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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,244 | $90.1K | 0.00% | +224+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $60.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,450 | $58.2K | 0.00% | −75−4.9% | Reduced |
| Hantz Financial Services, Inc. | 1,431 | $57.0K | 0.00% | −316−18.1% | Reduced |
| Versant Capital Management, Inc | 1,379 | $55.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,251 | $50.2K | 0.02% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,203 | $48.3K | 0.00% | +23+1.9% | Added |
| Quadrant Capital Group LLC | 1,108 | $44.5K | 0.00% | −51−4.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 982 | $39.7K | 0.00% | +481+96.0% | Added |
| Wolverine Asset Management LLC | 967 | $38.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $36.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 900 | $36.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Simplex Trading, LLC | 780 | $31.3K | 0.00% | −1,816−70.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 774 | $31.1K | 0.00% | +172+28.6% | Added |
| Cedar Mountain Advisors, LLC | 769 | $30.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 768 | $30.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 700 | $28.1K | 0.01% | +158+29.2% | Added |
| Salomon & Ludwin, LLC | 670 | $27.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 676 | $27.1K | 0.00% | −1,997−74.7% | Reduced |
| Umb Bank N A | 653 | $26.2K | 0.00% | +16+2.5% | Added |
| Delta Asset Management LLC | 600 | $24.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $24.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 578 | $23.2K | 0.00% | +100+20.9% | Added |
| MAI Capital Management | 562 | $22.6K | 0.00% | +304+117.8% | Added |
| Eastern Bank | 542 | $21.8K | 0.00% | −100−15.6% | Reduced |
| Key Capital Management, INC | 522 | $21.0K | 0.01% | +388+289.6% | Added |
| Princeton Global Asset Management LLC | 506 | $20.3K | 0.00% | +6+1.2% | Added |
| Optiver Holding B.V. | 505 | $20.3K | 0.00% | +99+24.4% | Added |
| Rothschild Investment LLC | 492 | $19.7K | 0.00% | +277+128.8% | Added |
| AdvisorNet Financial, Inc | 483 | $19.4K | 0.00% | −77−13.8% | Reduced |
| WealthCollab, LLC | 406 | $16.3K | 0.01% | −220−35.1% | Reduced |
| Smartleaf Asset Management LLC | 401 | $16.2K | 0.00% | −462−53.5% | Reduced |
| 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 |
| St Germain D J Co Inc | 378 | $15.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 363 | $14.6K | 0.00% | +363 | New |
| Advisory Services Network, LLC | 334 | $13.4K | 0.00% | +334 | New |
| Root Financial Partners, LLC | 331 | $13.3K | 0.00% | +209+171.3% | Added |
| GHP Investment Advisors, Inc. | 327 | $13.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 326 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 321 | $12.9K | 0.01% | +321 | New |
| Bare Financial Services, Inc | 242 | $9.71K | 0.00% | +59+32.2% | Added |
| Covestor Ltd | 216 | $8.00K | 0.01% | +211+4,220.0% | Added |
| Parallel Advisors, LLC | 195 | $7.83K | 0.00% | +63+47.7% | Added |
| Lodestone Wealth Management LLC | 191 | $7.68K | 0.00% | +2+1.1% | Added |
| Bell Investment Advisors, Inc | 176 | $7.07K | 0.00% | −17−8.8% | Reduced |
| Parkside Financial Bank & Trust | 175 | $7.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $6.94K | 0.00% | +82+90.1% | Added |
| Kilter Group LLC | 164 | $6.58K | 0.00% | +152+1,266.7% | Added |
| Massmutual Trust Co FSB | 162 | $6.50K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 133 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 128 | $5.14K | 0.00% | −4,000−96.9% | Reduced |
| Harbour Investments, Inc. | 126 | $5.09K | 0.00% | +17+15.6% | Added |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $4.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 110 | $4.42K | 0.00% | +68+161.9% | Added |
| Hughes Financial Services, LLC | 102 | $4.09K | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.53K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87 | $3.49K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $3.01K | 0.00% | +75 | New |
| Asset Dedication, LLC | 66 | $2.65K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $2.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $2.33K | 0.00% | −104−64.2% | Reduced |
| JPL Wealth Management, LLC | 54 | $2.17K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $1.85K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 43 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 41 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38 | $1.54K | 0.00% | +28+280.0% | Added |
| Investors Portfolio Services LLC | 30 | $1.22K | 0.00% | +30 | New |
| Signature Equity Partners, LLC | 29 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 29 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $901 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $843 | 0.00% | −33−61.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $803 | 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 |
| Huntington National Bank | 17 | $682 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 16 | $642 | 0.00% | +16 | New |
| 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 |
| CWM Advisors, LLC | 14 | $581 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $562 | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 13 | $522 | 0.00% | −26−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $521 | 0.00% | +7+116.7% | Added |
| Ankerstar Wealth, LLC | 12 | $482 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $402 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $402 | 0.00% | +5+100.0% | Added |
| SBI Securities Co., Ltd. | 7 | $281 | 0.00% | +5+250.0% | Added |
| Atlantic Union Bankshares Corp | 6 | $241 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $241 | 0.00% | +6 | New |