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
State of Alaska, Department of Revenue 0.02% Add +0.2% 45,002 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +5.8% 43,675 $1.6M
Dean Investment Associates, LLC 0.22% Reduce -55.1% 41,903 $1.5M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 41,717 $1.5M
Truist Financial Corp. 0.00% Add +11.0% 41,675 $1.5M
Richards, Merrill & Peterson, Inc. 0.80% — 41,576 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.0% 41,403 $1.5M
Louisiana State Employees Retirement System 0.03% Add +0.8% 38,300 $1.4M
Guggenheim Capital LLC 0.01% Reduce -39.1% 37,931 $1.4M
South Dakota Investment Council 0.03% No change 37,182 $1.4M
Susquehanna International Group, LLP 0.00% Add +187.2% 37,011 $1.4M
A. D. Beadell Investment Counsel, Inc. 1.09% New 36,605 $1.3M
SG Americas Securities, LLC 0.01% Reduce -23.9% 35,875 $1.3M
Janus Henderson Group PLC 0.00% No change 35,430 $1.3M
LPL Financial LLC 0.00% Add +28.1% 35,291 $1.3M
Edgestream Partners, L.P. 0.05% New 33,623 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -70.0% 33,477 $1.2M
Renaissance Technologies 0.00% New 33,000 $1.2M
FMR LLC 0.00% Add +83.3% 31,945 $1.2M
Franklin Resources Inc. 0.00% Reduce -3.6% 31,459 $1.2M
Federated Hermes, Inc. 0.00% Reduce -0.9% 31,358 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -91.7% 31,104 $1.1M
Trexquant Investment LP 0.01% New 30,963 $1.1M
Natixis Advisors, LLC 0.00% Add +2.2% 30,773 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -1.5% 30,117 $1.1M
Wesbanco Bank Inc. 0.04% No change 30,000 $1.1M
Quinn Opportunity Partners LLC 0.08% Reduce -14.5% 29,500 $1.1M
WINTON GROUP Ltd 0.07% Add +5.7% 29,032 $1.1M
Cetera Investment Advisers 0.00% Add +1.5% 28,722 $1.1M
Dean Capital Management 0.44% Reduce -56.6% 28,249 $1.0M
Brevan Howard Capital Management LP 0.03% Add +289.6% 28,154 $1.0M
Raymond James Financial Inc. 0.00% — 27,503 $1.0M
Maryland State Retirement & Pension System 0.02% Add +0.3% 26,666 $977K
Ensign Peak Advisors, Inc 0.00% No change 26,217 $960K
Hennessy Advisors Inc. 0.03% Add +1.6% 25,772 $944K
Mariner, LLC 0.00% Add +15.8% 24,687 $904K
New York State Common Retirement Fund 0.00% No change 24,254 $888K
Pathstone Holdings, LLC 0.00% Reduce -1.3% 24,076 $882K
Russell Investments Group, Ltd. 0.00% Reduce -9.1% 23,699 $868K
Naples Global Advisors, LLC 0.08% Reduce -0.3% 23,698 $868K
Teachers Retirement System of the State of Kentucky 0.01% No change 23,703 $868K
Van Eck Associates Corp. 0.00% Add +9.0% 23,446 $859K
Amalgamated Bank 0.01% Add +0.4% 23,259 $852K
Arizona State Retirement System 0.01% Add +1.5% 22,842 $837K
State of Tennessee, Department of Treasury 0.00% Reduce -27.1% 22,166 $812K
Capital Fund Management S.A. 0.01% New 22,113 $810K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $787K
Alps Advisors Inc. 0.00% Add +17.4% 20,339 $745K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +24.7% 20,235 $741K
Benjamin Edwards Inc. 0.01% Add +9.0% 20,192 $740K
Two Sigma Investments, LP 0.00% Reduce -43.7% 19,878 $728K
Exchange Traded Concepts, LLC 0.01% Add +2.6% 19,483 $714K
Apella Capital, LLC 0.03% No change 19,278 $706K
HighTower Advisors, LLC 0.00% Reduce -0.2% 19,272 $706K
Engineers Gate Manager LP 0.01% Reduce -21.6% 19,117 $700K
Bailard, Inc. 0.02% No change 19,000 $696K
San Luis Wealth Advisors LLC 0.13% New 18,711 $685K
Oregon Public Employees Retirement Fund 0.01% Add +0.7% 18,671 $684K
Glenmede Trust Co. NA 0.00% Reduce -0.8% 17,853 $654K
Legato Capital Management LLC 0.09% Reduce -51.4% 17,766 $651K
Sterling Capital Management LLC 0.01% Add +14.2% 17,707 $649K
Meeder Advisory Services, Inc. 0.04% Reduce -4.7% 17,236 $631K
Scotia Capital Inc. 0.00% Reduce -37.2% 16,923 $620K
Quantbot Technologies LP 0.02% New 16,700 $612K
Police & Firemen's Retirement System of New Jersey 0.01% — 16,670 $611K
Park Avenue Securities LLC 0.01% Add +18.3% 16,199 $593K
Janney Montgomery Scott LLC 0.00% Reduce -3.8% 16,088 $589K
Demars Financial Group, LLC 0.25% New 15,686 $575K
O'shaughnessy Asset Management, LLC 0.00% Add +4.9% 15,551 $570K
Creative Planning 0.00% Add +42.7% 15,429 $565K
Baird Financial Group, Inc. 0.00% Reduce -9.2% 14,681 $538K
Greenland Capital Management LP 0.11% New 14,200 $520K
Cornercap Investment Counsel Inc. 0.17% No change 14,196 $520K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.9% 13,663 $500K
Campbell & CO Investment Adviser LLC 0.04% Reduce -81.4% 13,632 $499K
Petrus Trust Company, LTA 0.05% No change 13,517 $495K
Pictet Asset Management Holding SA 0.00% Add +17.5% 13,513 $495K
IMS Capital Management 0.23% Add +33.3% 13,371 $490K
Keybank National Association 0.00% Add +4.0% 13,217 $484K
Groesbeck Investment Management Corp. 0.60% New 12,675 $464K
Great Lakes Advisors, LLC 0.00% Reduce -0.1% 12,598 $461K
James Investment Research, Inc. 0.05% New 12,582 $461K
Envestnet Portfolio Solutions, Inc. 0.00% Add +29.4% 11,429 $419K
SPC Financial, Inc. 0.04% Add +3.7% 11,200 $410K
Tower Research Capital LLC (TRC) 0.01% Add +273.6% 10,950 $401K
Daymark Wealth Partners, LLC 0.02% No change 10,875 $398K
AE Wealth Management LLC 0.00% New 10,775 $395K
US Bancorp \de 0.00% Reduce -27.7% 10,682 $391K
Intrua Financial, LLC 0.06% New 10,561 $387K
PNC Financial Services Group, Inc. 0.00% Reduce -4.4% 10,490 $384K
Bank of Montreal 0.00% Add +17.1% 10,343 $379K
IFM Investors Pty Ltd 0.00% No change 10,332 $378K
Allianz Asset Management GmbH 0.00% Reduce -17.0% 10,297 $377K
Farther Finance Advisors, LLC 0.01% Add +16.5% 10,145 $372K
Sonora Investment Management Group, LLC 0.03% No change 9,997 $366K
Syon Capital LLC 0.03% New 9,997 $366K
BNP Paribas Financial Markets 0.00% Reduce -80.0% 9,942 $364K
Moors & Cabot, Inc. 0.02% Reduce -1.1% 9,818 $360K
D.A. Davidson & Co. 0.00% Add +0.5% 9,600 $352K
Columbia Advisory Partners LLC 0.32% Add +14.4% 9,409 $345K
D. E. Shaw & Co. 0.00% Add +75.2% 9,111 $334K
HSBC Holdings PLC 0.00% Reduce -27.5% 9,107 $333K
Public Employees Retirement Association of Colorado 0.00% No change 9,063 $332K
Crestline Management, L.P. 0.01% New 8,992 $329K
Vestcor Inc 0.01% New 8,450 $310K
Qube Research & Technologies Ltd 0.00% Reduce -94.9% 8,435 $309K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% Reduce -5.7% 8,356 $306K
Commonwealth Equity Services, LLC 0.00% Reduce -3.5% 8,305 $304K
Principal Securities, Inc. 0.01% Add +13.5% 8,141 $298K
Avant Financial Advisors LLC 0.27% — 8,099 $297K
Ameritas Investment Partners, Inc. 0.01% No change 7,931 $291K
Squarepoint Ops LLC 0.00% Reduce -49.0% 7,877 $289K
CIBC Asset Management Inc 0.00% Add +4.7% 7,814 $286K
Horizon Investment Services, LLC 0.12% Add +10.9% 7,748 $284K
Ieq Capital, LLC 0.00% Add +36.0% 7,747 $284K
Parcion Private Wealth LLC 0.02% No change 7,333 $269K
Cibc World Markets Corp. 0.00% New 7,326 $268K
Hudson Edge Investment Partners Inc. 0.05% Reduce -19.8% 7,322 $268K
State of Wyoming 0.03% Add +158.9% 7,257 $266K
Praxis Investment Management Inc. 0.02% Reduce -46.1% 7,070 $259K
Captrust Financial Advisors 0.00% Add +15.4% 6,837 $250K
Savant Capital, LLC 0.00% Add +1.9% 6,636 $243K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.9% 6,533 $239K
Challenger Wealth Management 0.21% — 6,500 $238K
SteelPeak Wealth, LLC 0.01% Reduce -1.4% 6,430 $236K
EP Wealth Advisors, LLC 0.00% Add +10.1% 6,271 $230K
Avantax Advisory Services, Inc. 0.00% Reduce -5.7% 6,246 $229K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.5% 6,173 $227K
Cwm, LLC 0.00% Reduce -12.1% 6,166 $226K
World Investment Advisors 0.01% Reduce -9.6% 6,145 $225K
Jane Street Group, LLC 0.00% Reduce -93.2% 6,036 $221K
Advisory Services Network, LLC 0.00% New 5,866 $215K
Chelsea Counsel Co. 0.11% No change 5,800 $212K
Xponance LLC 0.00% New 5,627 $206K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,472 $200K
Corient Private Wealth LP 0.00% Reduce -2.3% 5,460 $200K
Trust Co. of Vermont 0.01% No change 5,094 $187K
Jones Financial Companies LLLP 0.00% New 4,809 $176K
Virtus Advisers, LLC 0.07% Reduce -4.4% 4,616 $169K
KBC Group NV 0.00% Add +97.7% 4,148 $152K
Wilmington Savings Fund Society, FSB 0.00% No change 4,000 $147K
IFP Advisors, Inc 0.00% Add +0.1% 2,859 $105K
EverSource Wealth Advisors, LLC 0.01% Add +168.7% 2,421 $89K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -0.7% 2,114 $77K
NFSG Corp 0.02% Add +183.8% 1,856 $68K
Eastern Bank 0.00% Add +309.3% 1,842 $67K
Blue Trust, Inc. 0.00% Reduce -43.4% 1,732 $63K
Concourse Financial Group Securities, Inc. 0.00% Reduce -0.6% 1,746 $63K
Versant Capital Management, Inc 0.01% Add +43.0% 1,723 $63K
Shell Asset Management Co. 0.00% Reduce -1.3% 1,493 $55K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $55K
Arax Advisory Partners 0.00% Add +45.3% 1,462 $54K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.9% 1,455 $53K
Quadrant Capital Group LLC 0.00% Reduce -1.9% 1,118 $41K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $37K
Wolverine Asset Management LLC 0.00% No change 967 $35K
Allworth Financial LP 0.00% Add +296.7% 956 $35K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $33K
Smartleaf Asset Management LLC 0.00% Add +117.8% 858 $31K
North Ridge Wealth Advisors, Inc. 0.02% New 800 $29K
Cedar Mountain Advisors, LLC 0.01% No change 768 $28K
Financial Perspectives, Inc 0.01% No change 768 $28K
Headlands Technologies LLC 0.00% Add +2474.1% 695 $25K
WealthCollab, LLC 0.01% No change 626 $23K
Fifth Third Bancorp 0.00% Add +0.5% 602 $22K
Delta Asset Management LLC 0.00% No change 600 $22K
Federation des caisses Desjardins du Quebec 0.00% New 575 $21K
Aster Capital Management (DIFC) Ltd 0.01% New 556 $20K
Hilltop National Bank 0.01% Add +66.7% 500 $18K
Princeton Global Asset Management LLC 0.00% No change 500 $18K
Bessemer Group Inc. 0.00% Reduce -3.4% 452 $17K
AdvisorNet Financial, Inc 0.00% Reduce -3.7% 442 $16K
IAG Wealth Partners, LLC 0.00% No change 400 $15K
Glen Eagle Advisors, LLC 0.00% No change 400 $15K
Heritage Wealth Advisors 0.00% No change 400 $15K
Mather Group, Llc. 0.00% No change 400 $15K
STRS Ohio 0.00% Reduce -77.8% 400 $15K
St Germain D J Co. Inc. 0.00% No change 378 $14K
MAI Capital Management 0.00% New 372 $14K
Hexagon Capital Partners LLC 0.00% Add +39.1% 363 $13K
Global Retirement Partners, LLC 0.00% Reduce -46.3% 359 $13K
GHP Investment Advisors, Inc. 0.00% No change 327 $12K
Transce3nd, LLC 0.00% — 293 $11K
Covestor Ltd 0.01% Reduce -1.8% 272 $10K
Capital Advisors, Ltd. LLC 0.00% No change 261 $10K
Bell Investment Advisors, Inc 0.00% Add +24.3% 266 $10K
GAMMA Investing LLC 0.00% Add +188.9% 260 $10K
Hemington Wealth Management 0.00% Add +1.6% 258 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $7K
CIBC Private Wealth Group LLC 0.00% No change 200 $7K
UMB Bank, n.a. 0.00% No change 189 $7K
Sierra Ocean, LLC 0.00% — 149 $5K
AlphaQuest LLC 0.00% Reduce -99.8% 144 $5K
Smithfield Trust Co 0.00% No change 120 $4K
Riggs Asset Managment Co. Inc. 0.00% Reduce -36.4% 105 $4K
Rothschild Investment LLC 0.00% Add +40.0% 105 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +19.0% 94 $3K
Harbour Investments, Inc. 0.00% Add +1.1% 89 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $3K
Parallel Advisors, LLC 0.00% No change 85 $3K
Key Financial Inc 0.00% No change 62 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $2K
SBI Securities Co., Ltd. 0.00% — 56 $2K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
Fortitude Family Office, LLC 0.00% No change 49 $2K
Quarry LP 0.00% Reduce -70.9% 48 $2K
GeoWealth Management, LLC 0.00% Reduce -36.2% 44 $2K
JFS Wealth Advisors, LLC 0.00% Add +7.5% 43 $2K
Caitlin John, LLC 0.00% No change 42 $2K
Private Trust Co. NA 0.00% No change 41 $2K
Van Hulzen Asset Management, LLC 0.00% New 36 $1K
Whipplewood Advisors, LLC 0.00% — 34 $1K
Larson Financial Group LLC 0.00% Add +130.8% 30 $1K
NBT Bank, N.A. 0.00% No change 29 $1K
Picton Mahoney Asset Management 0.00% No change 30 $1K
Private Wealth Management Group, LLC 0.00% No change 25 $916
Huntington National Bank 0.00% No change 24 $878
Cornerstone Planning Group LLC 0.00% No change 22 $811
Marshall & Sterling Wealth Advisors Inc. 0.00% — 20 $733
Manchester Capital Management LLC 0.00% Reduce -13.6% 19 $696
Parkside Financial Bank & Trust 0.00% No change 16 $587
WealthTrak Capital Management LLC 0.00% — 10 $367
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $367
Peoples Bank 0.00% No change 10 $366
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 8 $294
Abound Wealth Management 0.00% No change 7 $257
Graney & King, LLC 0.00% — 5 $183
Global Financial Private Client, LLC 0.00% New 3 $110
True Wealth Design, LLC 0.00% New 2 $74
Parkworth Wealth Management, Inc. 0.00% — 1 $37
Simplex Trading, LLC 0.00% Reduce -85.0% 15 $0

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