AvistaAVA

13F holders, Q3 2024 (September 30)
330holders +15
45new positions
29sold out
6famous investors
$38.75avg. 13F price*

At the end of Q3 2024, 330 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 15 from Q2 2024. 45 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($574.4M), Vanguard Group Inc. ($384.9M) and State Street Corp. ($181.3M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$51.0M
Exits29$18.5M

All 13F filers, Q2 2024 → Q3 2024: 4,311,593 shares bought and 4,017,130 shares sold, net +294,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

BlackRock, Inc. 0.01% — 14,823,747 $574.4M
Vanguard Group Inc. 0.01% Add +2.3% 9,933,322 $384.9M
State Street Corp. 0.01% Reduce -1.8% 4,678,280 $181.3M
Public Sector Pension Investment Board 0.74% Reduce -0.1% 3,546,460 $137.4M
Ameriprise Financial Inc. 0.03% Add +5.3% 2,913,950 $112.9M
Geode Capital Management, LLC 0.01% Add +1.5% 1,828,230 $70.9M
Westwood Holdings Group Inc. 0.50% Reduce -3.7% 1,658,125 $64.3M
Dimensional Fund Advisors LP 0.01% Add +2.8% 1,576,706 $61.1M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 1,228,299 $47.6M
Morgan Stanley 0.00% Add +19.6% 1,220,986 $47.3M
Bank of New York Mellon Corp 0.01% Reduce -7.6% 1,016,190 $39.4M
Invesco Ltd. 0.01% Add +3.7% 1,009,262 $39.1M
Northern Trust Corp. 0.01% Add +18.2% 945,479 $36.6M
Prudential Financial Inc. 0.05% Add +20.0% 924,717 $35.8M
Hotchkis & Wiley Capital Management LLC 0.12% Reduce -25.3% 922,849 $35.8M
Goldman Sachs Group Inc. 0.01% Reduce -25.6% 896,694 $34.7M
Nuance Investments, LLC 1.12% Reduce -26.9% 858,376 $33.3M
Old Republic International Corp. 0.87% No change 597,500 $23.2M
Norges Bank 0.00% Reduce -1.5% 539,130 $20.9M
Legal & General Group Plc 0.01% Reduce -2.6% 518,678 $20.1M
Jupiter Asset Management Ltd. 0.16% Add +131.6% 477,191 $18.5M
Principal Financial Group Inc. 0.01% Add +9.0% 420,527 $16.3M
Gabelli Funds LLC 0.12% Reduce -1.2% 412,500 $16.0M
Kennedy Capital Management LLC 0.34% Reduce -17.0% 400,133 $15.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +0.6% 395,376 $15.3M
Arrowstreet Capital, Limited Partnership 0.01% Add +2615.4% 392,698 $15.2M
Victory Capital Management Inc. 0.01% Reduce -7.9% 378,224 $14.7M
Assenagon Asset Management S.A. 0.03% Add +46.0% 374,207 $14.5M
Bank of America Corp. 0.00% Add +95.8% 338,063 $13.1M
JPMorgan Chase & Co. 0.00% Reduce -14.2% 333,737 $12.9M
Tortoise Capital Advisors, L.L.C. 0.17% Reduce -51.9% 333,481 $12.9M
RWC Asset Management LLP 0.88% New 316,017 $12.2M
Advisors Asset Management, Inc. 0.22% Add +25.1% 311,547 $12.1M
Voya Investment Management LLC 0.01% Reduce -24.4% 303,852 $11.8M
Northwest & Ethical Investments L.P. 0.31% Reduce -7.2% 300,423 $11.6M
First Trust Advisors LP 0.01% Add +0.2% 300,375 $11.6M
Invenomic Capital Management LP 0.59% Reduce -16.6% 275,741 $10.7M
GAMCO Investors 0.11% Reduce -4.5% 271,074 $10.5M
Brandywine Global Investment Management, LLC 0.07% Reduce -2.7% 274,948 $10.4M
American Century Companies Inc. 0.01% Add +13.0% 267,688 $10.4M
Envestnet Asset Management Inc. 0.00% Add +27.4% 265,711 $10.3M
Foundry Partners, LLC 0.50% New 260,015 $10.1M
Rhumbline Advisers 0.01% Reduce -4.9% 246,897 $9.6M
Nuveen Asset Management, LLC 0.00% Add +0.1% 221,797 $8.6M
Voloridge Investment Management, LLC 0.03% Add +1.4% 218,499 $8.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.3% 211,263 $8.2M
Bruce & Co., Inc. 2.28% No change 201,500 $7.8M
ProShare Advisors LLC 0.02% Reduce -1.7% 197,530 $7.7M
Peregrine Capital Management LLC 0.21% Reduce -6.0% 176,751 $6.8M
Citigroup Inc. 0.01% Add +30.7% 176,459 $6.8M
Qube Research & Technologies Ltd 0.01% Add +21.4% 165,221 $6.4M
Tudor Investment Corporation 0.07% Add +171.2% 154,268 $6.0M
PATRIZIA Pty Ltd 8.84% No change 153,491 $5.9M
Swiss National Bank 0.00% Reduce -0.7% 152,700 $5.9M
Segall Bryant & Hamill, LLC 0.08% New 150,653 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -5.1% 147,692 $5.7M
UBS Group AG 0.00% Add +17.6% 144,451 $5.6M
Barclays PLC 0.00% Add +290.6% 137,408 $5.3M
Man Group plc 0.01% Add +31.8% 131,729 $5.1M
NFJ Investment Group, LLC 0.15% New 128,068 $5.0M
New York State Teachers Retirement System 0.01% Reduce -0.4% 125,695 $4.9M
Point72 Asset Management 0.02% Reduce -23.8% 124,200 $4.8M
Moody Aldrich Partners LLC 0.86% New 121,926 $4.7M
Sei Investments Co. 0.01% Add +33.2% 119,788 $4.6M
AQR Capital Management 0.01% Add +244.2% 118,326 $4.6M
Two Sigma Advisers, LP 0.01% Reduce -9.8% 114,400 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -2.8% 113,235 $4.4M
Balyasny Asset Management L.P. 0.01% Add +5.1% 111,483 $4.3M
Martingale Asset Management L P 0.10% Add +10.0% 110,839 $4.3M
Dean Investment Associates, LLC 0.49% Reduce -45.6% 93,282 $3.6M
Public Employees Retirement System of Ohio 0.02% Reduce -0.1% 91,157 $3.5M
Alliancebernstein L.P. 0.00% Reduce -0.0% 89,059 $3.5M
Jane Street Group, LLC 0.01% Reduce -34.1% 88,246 $3.4M
Nisa Investment Advisors, LLC 0.02% Reduce -4.1% 83,528 $3.2M
Congress Asset Management Co. 0.02% Reduce -0.9% 79,470 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.6% 78,549 $3.0M
Stifel Financial Corp. 0.00% Add +9.3% 77,418 $3.0M
Versor Investments LP 0.46% Add +95.8% 74,599 $2.9M
California State Teachers Retirement System 0.00% Reduce -3.2% 73,972 $2.9M
Campbell & CO Investment Adviser LLC 0.21% Add +26.2% 73,172 $2.8M
Macquarie Group Ltd. 0.00% Add +10.4% 71,565 $2.8M
Thrivent Financial for Lutherans 0.01% Add +4.0% 67,625 $2.6M
Mackenzie Financial Corp. 0.00% Add +278.8% 67,104 $2.6M
Cambiar Investors LLC 0.10% Add +0.1% 66,729 $2.6M
Dean Capital Management 1.07% Add +2.6% 65,071 $2.5M
AlphaQuest LLC 0.22% Add +5516.3% 64,587 $2.5M
Guggenheim Capital LLC 0.02% Add +4.3% 62,297 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +4.8% 61,100 $2.4M
Wells Fargo & Company 0.00% Add +15.2% 60,356 $2.3M
Magellan Asset Management Ltd 0.02% Add +3.6% 58,845 $2.3M
Royal Bank of Canada 0.00% Reduce -59.8% 58,001 $2.2M
Algert Global LLC 0.06% Add +202.2% 57,617 $2.2M
MML Investors Services, LLC 0.01% Add +13.8% 57,320 $2.2M
Harbor Capital Advisors, Inc. 0.09% Add +56.4% 53,197 $2.1M
State of Wisconsin Investment Board 0.01% Reduce -3.0% 52,560 $2.0M
Millennium Management 0.00% Reduce -86.9% 51,988 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.7% 50,731 $2.0M
BNP Paribas Financial Markets 0.00% Add +18.1% 49,575 $1.9M
SG Americas Securities, LLC 0.01% Add +68.6% 47,118 $1.8M
North Star Investment Management Corp. 0.12% New 46,000 $1.8M
MetLife Investment Management, LLC 0.01% No change 45,116 $1.7M
Corebridge Financial, Inc. 0.01% Reduce -1.0% 44,956 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -2.2% 44,913 $1.7M
Deutsche Bank AG 0.00% Reduce -45.3% 44,881 $1.7M
Level Four Advisory Services, LLC 0.07% Add +15.0% 46,339 $1.7M
Convergence Investment Partners, LLC 0.46% Add +110.5% 43,581 $1.7M
Inspire Advisors, LLC 0.20% Add +5.3% 43,176 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 42,690 $1.7M
Teacher Retirement System of Texas 0.01% Add +7.9% 42,351 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -7.3% 41,265 $1.6M
Brandes Investment Partners, LP 0.02% Reduce -50.0% 38,683 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -3.3% 38,000 $1.5M
Truist Financial Corp. 0.00% Reduce -23.5% 37,545 $1.5M
South Dakota Investment Council 0.03% No change 37,182 $1.4M
Legato Capital Management LLC 0.17% Reduce -42.4% 36,537 $1.4M
Osaic Holdings, Inc. 0.00% Add +148.2% 35,980 $1.4M
Janus Henderson Group PLC 0.00% No change 35,430 $1.4M
Two Sigma Investments, LP 0.00% Reduce -59.5% 35,327 $1.4M
Quinn Opportunity Partners LLC 0.13% Reduce -14.8% 34,500 $1.3M
Comerica Bank 0.00% Reduce -2.8% 32,085 $1.2M
Franklin Resources Inc. 0.00% Reduce -13.3% 32,645 $1.2M
Federated Hermes, Inc. 0.00% New 31,660 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.2% 30,565 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -9.5% 30,398 $1.2M
Natixis Advisors, LLC 0.00% Add +3.3% 30,109 $1.2M
Wesbanco Bank Inc. 0.04% No change 30,000 $1.2M
Jennison Associates LLC 0.00% New 29,236 $1.1M
Cetera Investment Advisers 0.00% Add +4.2% 28,307 $1.1M
ClearAlpha Technologies LP 0.47% New 28,266 $1.1M
Cubist Systematic Strategies, LLC 0.02% Reduce -91.9% 27,571 $1.1M
LPL Financial LLC 0.00% Reduce -2.7% 27,538 $1.1M
WINTON GROUP Ltd 0.07% Add +5.1% 27,461 $1.1M
Scotia Capital Inc. 0.01% Reduce -31.3% 26,948 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +23.3% 26,687 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -2.5% 26,578 $1.0M
Raymond James & Associates 0.00% Reduce -76.0% 26,422 $1.0M
Ensign Peak Advisors, Inc 0.00% No change 26,217 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -8.0% 26,081 $1.0M
Hennessy Advisors Inc. 0.03% Reduce -2.3% 25,372 $983K
Engineers Gate Manager LP 0.02% Reduce -29.6% 24,398 $945K
Pathstone Holdings, LLC 0.00% Add +23.1% 24,386 $945K
New York State Common Retirement Fund 0.00% Reduce -29.2% 24,254 $940K
Naples Global Advisors, LLC 0.09% Reduce -0.4% 23,773 $921K
Teachers Retirement System of the State of Kentucky 0.01% No change 23,703 $919K
Amalgamated Bank 0.01% Reduce -3.0% 23,162 $898K
Intech Investment Management LLC 0.01% Add +70.6% 22,760 $882K
Arizona State Retirement System 0.01% Add +2.9% 22,514 $872K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $832K
Van Eck Associates Corp. 0.00% Add +7.3% 21,518 $828K
Mariner, LLC 0.00% Add +42.7% 21,327 $826K
HighTower Advisors, LLC 0.00% Reduce -20.0% 19,305 $756K
Weiss Asset Management LP 0.03% New 19,097 $740K
Bailard, Inc. 0.02% No change 19,000 $736K
Exchange Traded Concepts, LLC 0.02% Reduce -58.5% 18,993 $736K
Apella Capital, LLC 0.03% Add +0.0% 19,278 $733K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.5% 18,537 $718K
Benjamin Edwards Inc. 0.01% Add +24.4% 18,524 $718K
Meeder Advisory Services, Inc. 0.05% Add +5.2% 18,081 $701K
Glenmede Trust Co. NA 0.00% New 17,995 $697K
Twinbeech Capital LP 0.01% New 17,610 $682K
FMR LLC 0.00% Add +4.2% 17,430 $675K
Systematic Financial Management LP 0.02% New 17,371 $673K
Alps Advisors Inc. 0.00% Reduce -6.3% 17,323 $671K
Janney Montgomery Scott LLC 0.00% New 16,729 $648K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,226 $629K
Baird Financial Group, Inc. 0.00% Reduce -0.3% 16,171 $627K
Gsa Capital Partners LLP 0.05% Reduce -78.5% 15,745 $610K
Sterling Capital Management LLC 0.01% — 15,511 $601K
Squarepoint Ops LLC 0.00% Reduce -39.2% 15,444 $598K
US Bancorp \de 0.00% Add +75.3% 14,775 $573K
O'shaughnessy Asset Management, LLC 0.01% Add +21.9% 14,819 $563K
Cornercap Investment Counsel Inc. 0.16% Reduce -52.4% 14,196 $550K
Park Avenue Securities LLC 0.01% Add +18.7% 13,695 $531K
Petrus Trust Company, LTA 0.05% No change 13,517 $524K
Natixis 0.00% New 13,134 $509K
Praxis Investment Management Inc. 0.03% Reduce -33.2% 13,120 $508K
Susquehanna International Group, LLP 0.00% Reduce -23.9% 12,886 $499K
Keybank National Association 0.00% Add +8.6% 12,709 $492K
Great Lakes Advisors, LLC 0.00% No change 12,608 $489K
HSBC Holdings PLC 0.00% Reduce -7.6% 12,556 $487K
Allianz Asset Management GmbH 0.00% Add +0.8% 12,411 $481K
Pictet Asset Management Holding SA 0.00% Reduce -13.8% 11,499 $446K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -28.1% 11,284 $437K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.7% 11,121 $431K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 10,968 $425K
Daymark Wealth Partners, LLC 0.02% No change 10,875 $421K
Creative Planning 0.00% Add +0.1% 10,810 $419K
SPC Financial, Inc. 0.04% Reduce -1.8% 10,800 $419K
IFM Investors Pty Ltd 0.00% Reduce -5.3% 10,332 $400K
Schonfeld Strategic Advisors LLC 0.00% Reduce -68.8% 10,160 $394K
IMS Capital Management 0.17% Add +1.0% 10,031 $389K
Sonora Investment Management Group, LLC 0.03% No change 9,997 $387K
Moors & Cabot, Inc. 0.02% Reduce -1.0% 9,931 $385K
Marshall Wace, LLP 0.00% New 9,600 $372K
D.A. Davidson & Co. 0.00% Add +12.2% 9,557 $370K
Hudson Edge Investment Partners Inc. 0.07% No change 9,126 $354K
Public Employees Retirement Association of Colorado 0.00% No change 9,063 $351K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 8,856 $343K
Envestnet Portfolio Solutions, Inc. 0.00% Add +32.0% 8,836 $342K
Bank of Montreal 0.00% Reduce -22.1% 8,831 $342K
Farther Finance Advisors, LLC 0.01% Add +16.3% 8,706 $337K
Aigen Investment Management, LP 0.07% New 8,629 $334K
Commonwealth Equity Services, LLC 0.00% Add +0.8% 8,610 $334K
Columbia Advisory Partners LLC 0.30% Reduce -18.3% 8,226 $319K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.2% 7,931 $307K
Cerity Partners LLC 0.00% New 7,929 $307K
Point72 (DIFC) Ltd 0.02% Reduce -54.1% 7,810 $303K
Teza Capital Management LLC 0.03% New 7,657 $297K
CIBC Asset Management Inc 0.00% Add +0.1% 7,463 $289K
Parcion Private Wealth LLC 0.02% No change 7,333 $284K
Townsquare Capital LLC 0.00% Add +0.4% 7,269 $282K
Brevan Howard Capital Management LP 0.01% Reduce -36.0% 7,227 $280K
Principal Securities, Inc. 0.01% Add +15.7% 7,174 $278K
Cwm, LLC 0.00% Reduce -1.4% 7,016 $272K
Horizon Investment Services, LLC 0.12% New 6,986 $271K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.5% 6,870 $266K
Alliance Wealth Advisors, LLC 0.07% No change 6,839 $265K
World Investment Advisors 0.01% Reduce -10.4% 6,795 $263K
Avantax Advisory Services, Inc. 0.00% Reduce -0.0% 6,620 $257K
SteelPeak Wealth, LLC 0.01% Add +1.8% 6,523 $253K
Savant Capital, LLC 0.00% Add +1.0% 6,514 $252K
Washington Trust Bank 0.02% New 6,352 $246K
First Trust Direct Indexing L.P. 0.01% Add +7.3% 6,330 $245K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.4% 6,201 $240K
Captrust Financial Advisors 0.00% New 5,922 $229K
Chelsea Counsel Co. 0.11% No change 5,800 $225K
Orion Porfolio Solutions, LLC 0.00% New 5,732 $222K
Orion Portfolio Solutions, LLC 0.00% New 5,732 $222K
Ieq Capital, LLC 0.00% New 5,697 $221K
EP Wealth Advisors, LLC 0.00% New 5,696 $221K
Corient Private Wealth LP 0.00% Reduce -8.8% 5,589 $217K
iSAM Funds (UK) Ltd 0.12% New 5,334 $207K
D. E. Shaw & Co. 0.00% Reduce -84.8% 5,200 $202K
Coldstream Capital Management Inc. 0.00% New 5,162 $200K
Trust Co. of Vermont 0.01% No change 5,094 $197K
Virtus Advisers, LLC 0.09% Reduce -10.2% 4,828 $187K
Millburn Ridgefield LLC 0.00% New 4,605 $178K
Wilmington Savings Fund Society, FSB 0.00% New 4,000 $155K
Catalyst Funds Management Pty Ltd 0.03% Add +244.4% 3,100 $120K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.5% 2,931 $114K
IFP Advisors, Inc 0.00% No change 2,855 $111K
State of Wyoming 0.02% Add +130.7% 2,803 $109K
Blue Trust, Inc. 0.00% Add +559.7% 3,061 $106K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -2.4% 2,556 $99K
International Assets Investment Management, LLC 0.01% New 2,224 $86K
Colonial Trust Advisors 0.01% No change 2,192 $85K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 2,128 $82K
KBC Group NV 0.00% Add +46.9% 2,098 $81K
STRS Ohio 0.00% Add +38.5% 1,800 $70K
Concourse Financial Group Securities, Inc. 0.00% Reduce -1.5% 1,756 $68K
Shell Asset Management Co. 0.00% — 1,512 $59K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $58K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.2% 1,401 $54K
Versant Capital Management, Inc 0.01% Add +1.2% 1,205 $47K
Quadrant Capital Group LLC 0.00% No change 1,140 $44K
Arax Advisory Partners 0.00% No change 1,006 $39K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $39K
Wolverine Asset Management LLC 0.00% No change 967 $37K
EverSource Wealth Advisors, LLC 0.00% Add +4.0% 901 $35K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $35K
Cedar Mountain Advisors, LLC 0.01% No change 768 $30K
Financial Perspectives, Inc 0.01% No change 768 $30K
Earned Wealth Advisors, LLC 0.01% New 752 $29K
Sanctuary Wealth Management, L.L.C. 0.02% New 722 $28K
Global Retirement Partners, LLC 0.00% Add +0.8% 668 $26K
NFSG Corp 0.01% New 654 $25K
WealthCollab, LLC 0.02% No change 626 $24K
Point72 Hong Kong Ltd 0.00% Reduce -98.5% 624 $24K
Delta Asset Management LLC 0.00% No change 600 $23K
Fifth Third Bancorp 0.00% Add +4.5% 599 $23K
Princeton Global Asset Management LLC 0.00% No change 500 $19K
Bessemer Group Inc. 0.00% Reduce -43.1% 468 $18K
AdvisorNet Financial, Inc 0.00% Add +2600.0% 459 $18K
Eastern Bank 0.00% New 450 $17K
IAG Wealth Partners, LLC 0.00% Reduce -40.3% 400 $16K
Glen Eagle Advisors, LLC 0.00% No change 400 $16K
Heritage Wealth Advisors 0.00% No change 400 $16K
Mather Group, Llc. 0.00% Reduce -55.6% 400 $16K
Smartleaf Asset Management LLC 0.00% Reduce -18.8% 394 $15K
St Germain D J Co. Inc. 0.00% No change 378 $15K
GHP Investment Advisors, Inc. 0.00% New 327 $13K
Hilltop National Bank 0.00% No change 300 $12K
Covestor Ltd 0.01% Reduce -0.4% 277 $11K
Hexagon Capital Partners LLC 0.00% Add +193.3% 261 $10K
Capital Advisors, Ltd. LLC 0.00% No change 261 $10K
Allworth Financial LP 0.00% Add +1.3% 241 $9K
Hemington Wealth Management 0.00% New 254 $9K
Bell Investment Advisors, Inc 0.00% Reduce -5.7% 214 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $8K
CIBC Private Wealth Group LLC 0.00% No change 200 $8K
UMB Bank, n.a. 0.00% Add +105.4% 189 $7K
Quarry LP 0.00% New 165 $6K
Riggs Asset Managment Co. Inc. 0.00% No change 165 $6K
First Horizon Advisors, Inc. 0.00% Reduce -26.0% 131 $5K
Smithfield Trust Co 0.00% No change 120 $5K
Sachetta, LLC 0.00% No change 111 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
GAMMA Investing LLC 0.00% Add +57.9% 90 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $3K
Harbour Investments, Inc. 0.00% Add +1.1% 88 $3K
Parallel Advisors, LLC 0.00% No change 85 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 79 $3K
Simplex Trading, LLC 0.00% Add +12.4% 100 $3K
Rothschild Investment LLC 0.00% Add +87.5% 75 $3K
GeoWealth Management, LLC 0.00% New 69 $3K
Key Financial Inc 0.00% No change 62 $2K
Spectrum Wealth Counsel, LLC 0.00% New 60 $2K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
City State Bank 0.00% No change 50 $2K
Fortitude Family Office, LLC 0.00% No change 49 $2K
Private Trust Co. NA 0.00% No change 41 $2K
Caitlin John, LLC 0.00% Add +2.4% 42 $2K
JFS Wealth Advisors, LLC 0.00% Add +2.6% 40 $2K
NBT Bank, N.A. 0.00% New 29 $1K
Headlands Technologies LLC 0.00% Reduce -99.0% 27 $1K
Lazard Asset Management LLC 0.00% Reduce -98.0% 29 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.3% 30 $1K
Private Wealth Management Group, LLC 0.00% No change 25 $969
Huntington National Bank 0.00% No change 24 $930
Manchester Capital Management LLC 0.00% No change 22 $853
Cornerstone Planning Group LLC 0.00% No change 22 $829
Parkside Financial Bank & Trust 0.00% No change 16 $620
Larson Financial Group LLC 0.00% No change 13 $504
SJS Investment Consulting Inc. 0.00% No change 10 $388
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 10 $388
Peoples Bank 0.00% No change 10 $387
Abound Wealth Management 0.00% No change 7 $272
Assetmark, Inc. 0.00% New 7 $271
Mendota Financial Group, LLC 0.00% New 6 $233
Claris Advisors, LLC / Mo / 0.00% New 3 $116

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