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Livermore
ZHEN

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, Q2 2026

Institutional positions in Avista Corp as of Jun 30, 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
419
+21 vs. Q1 2026
Shares held
74.6M
+4.03M (+5.7%) vs. Q1 2026
Total value
$3.05B
+$219.5M (+7.7%) vs. Q1 2026
New holders
56
172 more added
Sold out
35
115 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 419 institutions
Q1 2021: 251 institutionsQ2 2021: 255 institutionsQ3 2021: 256 institutionsQ4 2021: 261 institutionsQ1 2022: 275 institutionsQ2 2022: 274 institutionsQ3 2022: 279 institutionsQ4 2022: 289 institutionsQ1 2023: 270 institutionsQ2 2023: 262 institutionsQ3 2023: 266 institutionsQ4 2023: 288 institutionsQ1 2024: 303 institutionsQ2 2024: 315 institutionsQ3 2024: 330 institutionsQ4 2024: 332 institutionsQ1 2025: 374 institutionsQ2 2025: 371 institutionsQ3 2025: 380 institutionsQ4 2025: 405 institutionsQ1 2026: 405 institutionsQ2 2026: 419 institutions
Value heldQ2 2026: $3.05B
Q1 2021: $2.78BQ2 2021: $2.46BQ3 2021: $2.27BQ4 2021: $2.53BQ1 2022: $2.76BQ2 2022: $2.65BQ3 2022: $2.29BQ4 2022: $2.93BQ1 2023: $2.90BQ2 2023: $2.68BQ3 2023: $2.16BQ4 2023: $2.38BQ1 2024: $2.34BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.53BQ1 2025: $2.87BQ2 2025: $2.64BQ3 2025: $2.59BQ4 2025: $2.71BQ1 2026: $2.84BQ2 2026: $3.05B
Institutions holding AVA and their total value by quarter
QuarterHoldersValue
Q2 2026419$3.05B
Q1 2026405$2.84B
Q4 2025405$2.71B
Q3 2025380$2.59B
Q2 2025371$2.64B
Q1 2025374$2.87B
Q4 2024332$2.53B
Q3 2024330$2.63B
Q2 2024315$2.34B
Q1 2024303$2.34B
Q4 2023288$2.38B
Q3 2023266$2.16B
Q2 2023262$2.68B
Q1 2023270$2.90B
Q4 2022289$2.93B
Q3 2022279$2.29B
Q2 2022274$2.65B
Q1 2022275$2.76B
Q4 2021261$2.53B
Q3 2021256$2.27B
Q2 2021255$2.46B
Q1 2021251$2.78B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Avista Corp; share changes are against Q1 2026.

Institutions holding AVA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth13$00.00%+13New
Evolution Advisers, Inc.14$00.00%+14New
Navigoe, LLC2$00.00%+2New
Raffa Wealth Management, LLC1$410.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$410.00%+1New
DecisionPoint Financial, LLC2$820.00%+2New
Rialto Wealth Management, LLC3$1230.00%00.0%Unchanged
LRI Investments, LLC4$1640.00%+4New
Davis Capital Management5$2050.00%+5New
Graney & King, LLC5$2100.00%00.0%Unchanged
Creative Financial Designs Inc7$2860.00%+7New
HFM Investment Advisors, LLC7$2870.00%+4+133.3%Added
DiNuzzo Private Wealth, Inc.10$4100.00%00.0%Unchanged
Financial Consulate, Inc10$4100.00%+10New
Bay Harbor Wealth Management, LLC12$4910.00%−1−7.7%Reduced
Ankerstar Wealth, LLC12$4910.00%00.0%Unchanged
Fulcrum Asset Management LLP12$4950.00%+12New
UMA Financial Services, Inc.13$5320.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC13$5320.00%+13New
Private Wealth Management Group, LLC15$6140.00%00.0%Unchanged
Creative Capital Management Investments LLC16$6550.00%+16New
Huntington National Bank17$6950.00%00.0%Unchanged
Gilpin Wealth Management, LLC17$6960.00%+2+13.3%Added
Stone House Investment Management, LLC19$7770.00%00.0%Unchanged
Manchester Capital Management LLC19$7780.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.20$8180.00%00.0%Unchanged
Cornerstone Planning Group LLC22$9290.00%00.0%Unchanged
Ameriflex Group, Inc.28$1.15K0.00%+28New
Cornerstone Financial Management LLC29$1.19K0.00%00.0%Unchanged
Investors Portfolio Services LLC30$1.23K0.00%00.0%Unchanged
SBI Securities Co., Ltd.32$1.31K0.00%+25+357.1%Added
Signature Equity Partners, LLC34$1.39K0.00%+5+17.2%Added
Horizon Financial Services, LLC36$1.47K0.00%+36New
Ronald Blue Trust, Inc.39$1.58K0.00%+1+2.6%Added
Atlantic Union Bankshares Corp40$1.65K0.00%+34+566.7%Added
Rossby Financial, LCC41$1.68K0.00%00.0%Unchanged
Ares Financial Consulting, LLC41$1.68K0.00%00.0%Unchanged
Caitlin John, LLC44$1.78K0.00%+1+2.3%Added
Private Trust Co NA46$1.88K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc49$2.00K0.00%00.0%Unchanged
JPL Wealth Management, LLC54$2.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC58$2.37K0.00%00.0%Unchanged
Quarry LP61$2.50K0.00%+61New
Key Financial Inc62$2.54K0.00%00.0%Unchanged
Asset Dedication, LLC66$2.70K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC66$2.70K0.00%+45+214.3%Added
Anchor Investment Management, LLC80$3.27K0.00%+80New
Clearstead Advisors, LLC81$3.31K0.00%+81New
Brown Brothers Harriman & Co87$3.56K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.88$3.60K0.00%00.0%Unchanged
CVA Family Office, LLC90$3.68K0.00%+15+20.0%Added
Silver Grove Financial Group, Inc.90$3.68K0.00%+90New
Key Capital Management, INC97$3.97K0.00%−425−81.4%Reduced
Trust Co100$4.09K0.00%00.0%Unchanged
CGC Financial Services, LLC100$4.09K0.00%00.0%Unchanged
Hughes Financial Services, LLC103$4.21K0.00%+1+1.0%Added
Keating Financial Advisory Services, Inc.111$4.54K0.00%+1+0.9%Added
True Wealth Design, LLC112$4.58K0.00%+54+93.1%Added
C M Bidwell & Associates Ltd115$4.71K0.00%00.0%Unchanged
Smithfield Trust Co120$5.00K0.00%00.0%Unchanged
Harbour Investments, Inc.128$5.23K0.00%+2+1.6%Added
Bryn Mawr Trust Co128$5.24K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd140$5.73K0.00%+140New
Bell Investment Advisors, Inc161$6.59K0.00%−15−8.5%Reduced
Massmutual Trust Co FSB162$6.63K0.00%00.0%Unchanged
Assetmark, Inc173$7.08K0.00%00.0%Unchanged
Parkside Financial Bank & Trust175$7.16K0.00%00.0%Unchanged
Kilter Group LLC190$7.77K0.00%+26+15.9%Added
Lodestone Wealth Management LLC193$7.92K0.00%+2+1.0%Added
SJS Investment Consulting Inc.218$8.92K0.00%+208+2,080.0%Added
Covestor Ltd248$10.0K0.01%+32+14.8%Added
Parallel Advisors, LLC261$10.7K0.00%+66+33.8%Added
Highland Investment Advisors LLC277$11.3K0.00%+277New
Los Angeles Capital Management LLC280$11.5K0.00%−7,933−96.6%Reduced
Capital Advisors, Ltd. LLC326$13.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.327$13.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC349$14.3K0.00%+349New
St Germain D J Co Inc378$15.5K0.00%00.0%Unchanged
Action Point Financial Planning, LLC386$15.7K0.00%+386New
Heritage Wealth Advisors400$16.4K0.00%00.0%Unchanged
IAG Wealth Partners, LLC400$16.4K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC400$16.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC401$16.6K0.00%00.0%Unchanged
WealthCollab, LLC406$16.6K0.01%00.0%Unchanged
Bare Financial Services, Inc421$17.2K0.00%+179+74.0%Added
AdvisorNet Financial, Inc483$19.8K0.00%00.0%Unchanged
Hilltop National Bank500$20.5K0.00%−100−16.7%Reduced
Aster Capital Management (DIFC) Ltd502$20.5K0.00%+502New
Princeton Global Asset Management LLC512$20.9K0.00%+6+1.2%Added
WPG Advisers, LLC521$21.3K0.01%+200+62.3%Added
Eastern Bank542$22.2K0.00%00.0%Unchanged
Simplex Trading, LLC572$23.4K0.00%−208−26.7%Reduced
Transamerica Financial Advisors, Inc.598$24.5K0.00%−176−22.7%Reduced
Delta Asset Management LLC600$24.5K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.625$25.6K0.00%−51−7.5%Reduced
Optiver Holding B.V.627$25.7K0.00%+122+24.2%Added
Buck Wealth Strategies, LLC639$26.1K0.00%+639New
Umb Bank N A716$29.3K0.00%+63+9.6%Added
Financial Perspectives, Inc768$31.4K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC769$31.5K0.01%00.0%Unchanged