AvistaAVA

13F holders, Q4 2024 (December 31)
332holders +2
35new positions
44sold out
6famous investors
$36.63avg. 13F price*

At the end of Q4 2024, 332 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 2 from Q3 2024. 35 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($565.3M), Vanguard Group Inc. ($375.9M) and State Street Corp. ($182.2M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions35$42.9M
Exits44$47.4M

All 13F filers, Q3 2024 → Q4 2024: 4,885,480 shares bought and 3,730,005 shares sold, net +1,155,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 332 holders

BlackRock, Inc. 0.01% Add +4.1% 15,432,248 $565.3M
Vanguard Group Inc. 0.01% Add +3.3% 10,260,857 $375.9M
State Street Corp. 0.01% Add +6.3% 4,972,982 $182.2M
Public Sector Pension Investment Board 0.55% Add +0.8% 3,576,516 $131.0M
Ameriprise Financial Inc. 0.03% Add +1.8% 2,967,172 $108.7M
Geode Capital Management, LLC 0.01% Add +0.0% 1,828,566 $67.0M
Dimensional Fund Advisors LP 0.01% Reduce -2.2% 1,541,469 $56.5M
Invesco Ltd. 0.01% Add +27.2% 1,283,532 $47.0M
Westwood Holdings Group Inc. 0.36% Reduce -22.9% 1,278,324 $46.8M
Charles Schwab Investment Management Inc. 0.01% Add +2.0% 1,253,280 $45.9M
Bank of New York Mellon Corp 0.01% Add +16.6% 1,184,838 $43.4M
Northern Trust Corp. 0.01% Add +8.4% 1,025,055 $37.5M
Prudential Financial Inc. 0.05% Add +10.2% 1,019,177 $37.3M
Goldman Sachs Group Inc. 0.01% Add +9.9% 985,542 $36.1M
Morgan Stanley 0.00% Reduce -20.1% 976,157 $35.8M
Hotchkis & Wiley Capital Management LLC 0.12% Add +4.4% 963,119 $35.3M
Nuance Investments, LLC 1.16% Reduce -8.6% 784,923 $28.8M
Norges Bank 0.00% Add +37.4% 740,886 $27.1M
Old Republic International Corp. 0.86% No change 597,500 $21.9M
RWC Asset Management LLP 1.18% Add +70.4% 538,517 $19.7M
Legal & General Group Plc 0.01% Reduce -0.5% 515,970 $18.9M
JPMorgan Chase & Co. 0.00% Add +44.0% 480,744 $17.6M
Principal Financial Group Inc. 0.01% Add +4.5% 439,680 $16.1M
Jupiter Asset Management Ltd. 0.15% Reduce -10.2% 428,744 $15.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +6.5% 420,981 $15.4M
Gabelli Funds LLC 0.11% Reduce -0.7% 409,500 $15.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +2.5% 402,523 $14.7M
Kennedy Capital Management LLC 0.31% Reduce -3.5% 386,128 $14.1M
Victory Capital Management Inc. 0.01% Reduce -5.2% 358,456 $13.1M
Advisors Asset Management, Inc. 0.22% Add +4.3% 324,785 $11.9M
Foundry Partners, LLC 0.59% Add +24.3% 323,101 $11.8M
First Trust Advisors LP 0.01% Add +6.4% 319,502 $11.7M
Bank of America Corp. 0.00% Reduce -6.2% 317,035 $11.6M
GAMCO Investors 0.12% Add +12.5% 304,999 $11.2M
Envestnet Asset Management Inc. 0.00% Add +11.8% 297,117 $10.9M
UBS Group AG 0.00% Add +93.0% 278,721 $10.2M
Brandywine Global Investment Management, LLC 0.07% Reduce -2.3% 268,758 $9.8M
Northwest & Ethical Investments L.P. 0.25% Reduce -17.1% 248,918 $9.1M
Rhumbline Advisers 0.01% Reduce -1.1% 244,168 $8.9M
ProShare Advisors LLC 0.02% Add +16.5% 230,045 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.3% 224,678 $8.2M
ATLAS Infrastructure Partners (UK) Ltd. 1.91% New 217,307 $8.0M
Millennium Management 0.01% Add +317.6% 217,113 $8.0M
Voya Investment Management LLC 0.01% Reduce -30.7% 210,480 $7.7M
Bruce & Co., Inc. 2.38% No change 201,500 $7.4M
Nuveen Asset Management, LLC 0.00% Reduce -18.6% 180,470 $6.6M
American Century Companies Inc. 0.00% Reduce -34.8% 174,652 $6.4M
Peregrine Capital Management LLC 0.18% Reduce -3.5% 170,511 $6.2M
Voloridge Investment Management, LLC 0.02% Reduce -22.7% 168,838 $6.2M
Swiss National Bank 0.00% Add +1.4% 154,800 $5.7M
Two Sigma Advisers, LP 0.01% Add +29.6% 148,300 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.1% 147,573 $5.4M
Barclays PLC 0.00% Add +0.3% 137,767 $5.0M
Van Lanschot Kempen Investment Management N.V. 0.05% New 137,435 $5.0M
Citigroup Inc. 0.00% Reduce -26.8% 129,098 $4.7M
Verition Fund Management LLC 0.02% New 127,313 $4.7M
Tudor Investment Corporation 0.05% Reduce -17.6% 127,098 $4.7M
New Age Alpha Advisors, LLC 0.19% New 127,077 $4.7M
NFJ Investment Group, LLC 0.15% Reduce -1.2% 126,522 $4.6M
Sei Investments Co. 0.01% Add +5.2% 126,049 $4.6M
New York State Teachers Retirement System 0.01% No change 125,695 $4.6M
Segall Bryant & Hamill, LLC 0.06% Reduce -16.8% 125,361 $4.6M
Martingale Asset Management L P 0.10% Add +5.5% 116,928 $4.3M
Moody Aldrich Partners LLC 0.79% Reduce -4.8% 116,098 $4.3M
Buck Wealth Strategies, LLC 0.88% New 115,309 $4.2M
Deutsche Bank AG 0.00% Add +155.4% 114,635 $4.2M
Mutual of America Capital Management LLC 0.04% Reduce -0.3% 112,926 $4.1M
Intech Investment Management LLC 0.04% Add +364.9% 105,822 $3.9M
Nisa Investment Advisors, LLC 0.01% Add +16.1% 96,959 $3.6M
Stifel Financial Corp. 0.00% Add +16.9% 90,527 $3.3M
Man Group plc 0.01% Reduce -33.9% 87,128 $3.2M
Congress Asset Management Co. 0.02% Add +7.8% 85,669 $3.1M
Alliancebernstein L.P. 0.00% Reduce -5.4% 84,216 $3.1M
CANADA LIFE ASSURANCE Co 0.01% No change 78,549 $2.9M
Wedge Capital Management L L P 0.05% New 75,363 $2.8M
California State Teachers Retirement System 0.00% Reduce -0.6% 73,548 $2.7M
Public Employees Retirement System of Ohio 0.01% Reduce -19.5% 73,381 $2.7M
Wells Fargo & Company 0.00% Add +11.7% 67,440 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -0.9% 67,023 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +9.3% 66,750 $2.4M
Algert Global LLC 0.06% Add +12.3% 64,715 $2.4M
MML Investors Services, LLC 0.01% Add +12.6% 64,551 $2.4M
AQR Capital Management 0.00% Reduce -46.9% 62,864 $2.3M
Royal Bank of Canada 0.00% Add +7.2% 62,198 $2.3M
Versor Investments LP 0.39% Reduce -17.9% 61,205 $2.2M
Macquarie Group Ltd. 0.00% Reduce -16.7% 59,605 $2.2M
Inspire Advisors, LLC 0.25% Add +31.2% 56,651 $2.1M
Susquehanna Fundamental Investments, LLC 0.03% — 56,403 $2.1M
Teacher Retirement System of Texas 0.01% Add +29.9% 55,000 $2.0M
Harbor Capital Advisors, Inc. 0.09% Add +2.8% 54,705 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +6.7% 54,144 $2.0M
Comerica Bank 0.01% Add +67.6% 53,777 $2.0M
Osaic Holdings, Inc. 0.00% Add +48.5% 53,447 $1.9M
Magellan Asset Management Ltd 0.02% Reduce -10.3% 52,770 $1.9M
Level Four Advisory Services, LLC 0.08% Add +12.0% 51,890 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -4.5% 50,167 $1.8M
MetLife Investment Management, LLC 0.01% Add +5.8% 47,735 $1.7M
North Star Investment Management Corp. 0.12% No change 46,000 $1.7M
CWA Asset Management Group, LLC 0.08% New 45,657 $1.7M
Convergence Investment Partners, LLC 0.37% Add +4.3% 45,459 $1.7M

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

Show all 332 holders