AvistaAVA

13F holders, Q2 2026 (June 30)
419holders +14
48new positions
35sold out
8famous investors
$40.91avg. 13F price*

At the end of Q2 2026, 419 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 14 from Q1 2026. 48 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($605.4M), Vanguard Portfolio Management LLC ($294.8M) and State Street Corp. ($220.5M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avista Corp.
CUSIP
05379B107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 303Q1 2024Q2 2024: 315Q2 2024Q3 2024: 330Q3 2024Q4 2024: 332Q4 2024Q1 2025: 374Q1 2025Q2 2025: 371Q2 2025Q3 2025: 380Q3 2025Q4 2025: 405Q4 2025Q1 2026: 405Q1 2026Q2 2026: 419Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$105.1M
Exits35$42.5M

All 13F filers, Q1 2026 → Q2 2026: 7,897,559 shares bought and 4,130,668 shares sold, net +3,766,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 419 holders

BlackRock, Inc. 0.01% Add +3.9% 14,799,513 $605.4M
Vanguard Portfolio Management LLC 0.01% Add +3.2% 7,205,516 $294.8M
State Street Corp. 0.01% Add +4.8% 5,389,253 $220.5M
Vanguard Capital Management LLC 0.00% Add +1.9% 3,762,419 $153.9M
ATLAS Infrastructure Partners (UK) Ltd. 2.84% New 2,291,179 $93.7M
Geode Capital Management, LLC 0.00% Add +7.8% 2,221,813 $90.9M
Westwood Holdings Group Inc. 0.61% Reduce -21.9% 1,981,325 $81.1M
Dimensional Fund Advisors LP 0.01% Add +1.1% 1,533,324 $62.7M
Morgan Stanley 0.00% Reduce -11.7% 1,499,695 $61.4M
Invesco Ltd. 0.00% Add +8.5% 1,417,093 $58.0M
Two Sigma Investments, LP 0.04% Add +22.3% 1,242,432 $50.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.3% 1,163,537 $47.6M
First Trust Advisors LP 0.02% Reduce -7.7% 951,702 $38.9M
Bank of New York Mellon Corp 0.01% Add +1.9% 926,876 $37.9M
UBS Group AG 0.01% Add +98.8% 900,743 $36.8M
Northern Trust Corp. 0.00% Add +9.7% 885,239 $36.2M
Hotchkis & Wiley Capital Management LLC 0.10% Add +4.4% 875,799 $35.8M
Victory Capital Management Inc. 0.02% Add +15.5% 852,868 $34.9M
Goldman Sachs Group Inc. 0.00% Reduce -22.3% 777,799 $31.8M
Algert Global LLC 0.36% Add +15.8% 739,725 $30.3M
AQR Capital Management 0.01% Add +100.2% 702,491 $28.7M
GAMCO Investors 0.23% Add +15.8% 636,317 $26.0M
Qube Research & Technologies Ltd 0.03% Reduce -15.7% 612,191 $25.0M
Old Republic International Corp. 0.92% No change 597,500 $24.5M
Nuveen, LLC 0.01% Add +24.8% 591,581 $24.2M
Vanguard Fiduciary Trust Co. 0.00% Add +4.3% 547,460 $22.4M
FMR LLC 0.00% Add +1.4% 537,811 $22.0M
D. E. Shaw & Co. 0.01% Reduce -14.5% 516,882 $21.1M
LSV Asset Management 0.04% Reduce -0.3% 514,811 $21.1M
Principal Financial Group Inc. 0.01% Add +2.5% 503,979 $20.6M
Sei Investments Co. 0.02% Reduce -6.4% 498,596 $20.4M
Gabelli Funds LLC 0.13% Add +4.2% 492,242 $20.1M
Legal & General Group Plc 0.00% Add +0.9% 475,814 $19.5M
Bridgewater Associates 0.08% Add +2508.9% 471,986 $19.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.9% 449,741 $18.4M
Franklin Resources Inc. 0.00% Add +9.7% 402,468 $16.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +888.5% 315,793 $12.9M
Ameriprise Financial Inc. 0.00% Add +18.8% 315,532 $12.9M
Bank of America Corp. 0.00% Reduce -25.8% 306,408 $12.5M
Sound Income Strategies, LLC 0.55% Add +2.4% 301,293 $12.3M
Kennedy Capital Management LLC 0.21% Reduce -2.8% 292,804 $12.0M
Nuance Investments, LLC 2.01% Reduce -20.4% 289,030 $11.8M
Loomis Sayles & Co. L P 0.01% Reduce -0.6% 285,996 $11.7M
Public Sector Pension Investment Board 0.03% Reduce -2.5% 283,860 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -18.9% 278,016 $11.4M
Congress Asset Management Co. 0.07% Add +196.7% 273,449 $11.2M
Advisors Asset Management, Inc. 0.17% Reduce -1.5% 272,544 $11.1M
Renaissance Technologies 0.01% Add +80.4% 266,700 $10.9M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -1.5% 264,691 $10.8M
HRT Financial LP 0.02% Add +66.7% 235,565 $9.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.3% 229,693 $9.4M
Norges Bank 0.00% — 218,650 $8.9M
RWC Asset Management LLP 0.37% Reduce -15.2% 216,488 $8.9M
Man Group plc 0.02% Reduce -51.2% 212,181 $8.7M
Meiji Yasuda Asset Management Co Ltd. 0.39% Add +2.6% 211,704 $8.7M
Rhumbline Advisers 0.01% Reduce -7.7% 210,758 $8.6M
JPMorgan Chase & Co. 0.00% Add +1.4% 202,653 $8.5M
Prudential Financial Inc. 0.01% Add +20.9% 206,971 $8.5M
Bruce & Co., Inc. 2.21% Reduce -0.7% 200,000 $8.2M
American Century Companies Inc. 0.00% Reduce -40.0% 194,163 $7.9M
Trexquant Investment LP 0.05% Reduce -29.1% 191,125 $7.8M
Voya Investment Management LLC 0.01% Reduce -6.0% 173,198 $7.1M
ProShare Advisors LLC 0.01% Add +1.0% 170,644 $7.0M
CWA Asset Management Group, LLC 0.21% Add +13.2% 167,764 $6.9M
Millennium Management 0.00% Add +46.2% 165,625 $6.8M
Swiss National Bank 0.00% Add +2.9% 165,600 $6.8M
Edgestream Partners, L.P. 0.19% Reduce -35.1% 154,222 $6.3M
Martingale Asset Management L P 0.15% Add +10.7% 152,458 $6.2M
CSM Advisors, LLC 0.12% Add +15.7% 142,029 $5.8M
Moody Aldrich Partners LLC 0.98% Reduce -21.5% 132,898 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -8.6% 131,868 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.0% 127,431 $5.2M
Citigroup Inc. 0.00% Add +176.6% 121,399 $5.0M
New York State Teachers Retirement System 0.01% Reduce -1.9% 120,095 $4.9M
T. Rowe Price Associates Inc. 0.00% Add +18.2% 118,709 $4.9M
Peregrine Capital Management LLC 0.15% Reduce -8.0% 112,101 $4.6M
Cerity Partners LLC 0.01% Add +16.6% 104,357 $4.3M
Public Employees Retirement System of Ohio 0.01% Reduce -6.6% 103,875 $4.2M
Mariner, LLC 0.00% Add +50.7% 103,297 $4.2M
Wells Fargo & Company 0.00% Add +75.5% 102,004 $4.2M
Alliancebernstein L.P. 0.00% Add +14.8% 100,419 $4.0M
Segall Bryant & Hamill, LLC 0.05% Reduce -30.7% 95,120 $3.9M
Engineers Gate Manager LP 0.05% Reduce -48.2% 94,763 $3.9M
Ieq Capital, LLC 0.02% Add +85.7% 94,667 $3.9M
California State Teachers Retirement System 0.00% Reduce -1.5% 93,907 $3.8M
Russell Investments Group, Ltd. 0.00% Add +82.0% 92,626 $3.8M
Deutsche Bank AG 0.00% Add +14.5% 91,421 $3.7M
Dark Forest Capital Management LP 0.24% Add +150.8% 89,904 $3.7M
New Age Alpha Advisors, LLC 0.15% Add +5.4% 86,498 $3.5M
Quantinno Capital Management LP 0.00% Add +13.9% 84,054 $3.4M
Point72 Asset Management 0.01% Reduce -60.8% 82,508 $3.4M
Bessemer Group Inc. 0.00% Add +0.5% 82,082 $3.4M
Nisa Investment Advisors, LLC 0.01% Add +13.2% 77,555 $3.2M
Federated Hermes, Inc. 0.00% Reduce -11.3% 74,305 $3.0M
CANADA LIFE ASSURANCE Co 0.00% Add +0.1% 71,222 $2.9M
Magellan Asset Management Ltd 0.06% Reduce -0.3% 70,956 $2.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +20.9% 70,044 $2.9M
Northwest & Ethical Investments L.P. 0.07% Reduce -35.6% 69,517 $2.8M
Capital Fund Management S.A. 0.02% Reduce -38.0% 66,266 $2.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +93.2% 65,578 $2.7M

"% of holder's portfolio" is AVA's weight in each manager's 13F, not the share of Avista Corp. the manager owns.

Show all 419 holders