AvistaAVA

13F holders, Q1 2025 (March 31)
374holders +42
69new positions
28sold out
7famous investors
$41.87avg. 13F price*

At the end of Q1 2025, 374 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 42 from Q4 2024. 69 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($561.3M), Vanguard Group Inc. ($433.8M) and State Street Corp. ($200.7M). 7 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 Israel Englander (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions69$107.6M
Exits28$50.4M

All 13F filers, Q4 2024 → Q1 2025: 7,981,282 shares bought and 8,766,810 shares sold, net −785,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 374 holders

BlackRock, Inc. 0.01% Reduce -13.1% 13,405,362 $561.3M
Vanguard Group Inc. 0.01% Add +1.0% 10,360,222 $433.8M
State Street Corp. 0.01% Reduce -3.6% 4,793,450 $200.7M
Ameriprise Financial Inc. 0.03% Reduce -0.3% 2,958,696 $123.9M
Geode Capital Management, LLC 0.01% Add +4.5% 1,911,713 $80.1M
Dimensional Fund Advisors LP 0.02% Reduce -0.8% 1,528,783 $64.0M
Westwood Holdings Group Inc. 0.44% Add +8.1% 1,382,168 $57.9M
Millennium Management 0.06% Add +531.2% 1,370,502 $57.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 1,266,825 $53.0M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 1,166,007 $48.8M
Morgan Stanley 0.00% Add +14.6% 1,118,451 $46.8M
Invesco Ltd. 0.01% Reduce -14.6% 1,096,713 $45.9M
Northern Trust Corp. 0.01% Reduce -0.8% 1,016,914 $42.6M
Hotchkis & Wiley Capital Management LLC 0.13% Reduce -0.3% 960,689 $40.2M
Norges Bank 0.01% Add +28.9% 955,200 $40.0M
Goldman Sachs Group Inc. 0.01% Reduce -28.1% 708,628 $29.7M
Prudential Financial Inc. 0.04% Reduce -35.2% 659,996 $27.6M
Old Republic International Corp. 0.97% No change 597,500 $25.0M
Legal & General Group Plc 0.01% Reduce -1.1% 510,577 $21.4M
Jane Street Group, LLC 0.04% Add +8222.6% 502,354 $21.0M
Arrowstreet Capital, Limited Partnership 0.02% Add +24.0% 499,257 $20.9M
Bank of America Corp. 0.00% Add +52.7% 484,014 $20.3M
JPMorgan Chase & Co. 0.00% Add +0.5% 482,946 $20.2M
Cubist Systematic Strategies, LLC 0.26% New 469,190 $19.6M
Jacobs Levy Equity Management, Inc. 0.08% New 459,816 $19.3M
Principal Financial Group Inc. 0.01% Add +3.0% 452,975 $19.0M
Jupiter Asset Management Ltd. 0.17% Add +0.3% 430,205 $18.0M
Voloridge Investment Management, LLC 0.07% Add +153.9% 428,695 $17.9M
Gabelli Funds LLC 0.13% Add +1.5% 415,500 $17.4M
Nuveen, LLC 0.01% — 415,354 $17.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -2.3% 411,337 $17.2M
Victory Capital Management Inc. 0.02% Add +8.4% 388,727 $16.3M
RWC Asset Management LLP 0.96% Reduce -32.5% 363,312 $15.2M
Envestnet Asset Management Inc. 0.00% Add +11.5% 331,166 $13.9M
Tudor Investment Corporation 0.12% Add +156.9% 326,563 $13.7M
Advisors Asset Management, Inc. 0.26% Add +0.1% 325,254 $13.6M
GAMCO Investors 0.14% Add +1.5% 309,599 $13.0M
Two Sigma Investments, LP 0.03% Add +1419.1% 301,961 $12.6M
Kennedy Capital Management LLC 0.30% Reduce -22.5% 299,090 $12.5M
UBS Group AG 0.00% Add +5.8% 294,783 $12.3M
Brandywine Global Investment Management, LLC 0.09% Add +6.1% 285,127 $11.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +26.0% 283,182 $11.9M
First Trust Advisors LP 0.01% Reduce -12.6% 279,256 $11.7M
Two Sigma Advisers, LP 0.03% Add +86.8% 277,100 $11.6M
Public Sector Pension Investment Board 0.05% Reduce -93.0% 251,089 $10.5M
American Century Companies Inc. 0.01% Add +39.2% 243,046 $10.2M
Rhumbline Advisers 0.01% Reduce -2.9% 237,027 $9.9M
Verition Fund Management LLC 0.06% Add +78.3% 226,943 $9.5M
Foundry Partners, LLC 0.50% Reduce -30.2% 225,503 $9.4M
Citadel Advisors 0.01% New 204,453 $8.6M
Voya Investment Management LLC 0.01% Reduce -3.0% 204,053 $8.5M
Bruce & Co., Inc. 2.72% No change 201,500 $8.4M
ProShare Advisors LLC 0.02% Reduce -14.4% 196,995 $8.2M
Aventail Capital Group, LP 0.36% New 175,831 $7.4M
FMR LLC 0.00% Add +422.2% 166,824 $7.0M
Campbell & CO Investment Adviser LLC 0.49% Add +1027.8% 153,737 $6.4M
Swiss National Bank 0.00% Reduce -0.8% 153,500 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +2.4% 151,115 $6.3M
Jump Financial, LLC 0.10% New 150,117 $6.3M
D. E. Shaw & Co. 0.01% Add +1467.0% 142,770 $6.0M
Northwest & Ethical Investments L.P. 0.16% Reduce -43.0% 141,825 $5.9M
New Age Alpha Advisors, LLC 0.26% Add +9.4% 139,023 $5.8M
Balyasny Asset Management L.P. 0.01% Add +307.4% 136,384 $5.7M
Mutual of America Capital Management LLC 0.06% Add +19.2% 134,580 $5.6M
Citigroup Inc. 0.00% Add +1.2% 130,700 $5.5M
Peregrine Capital Management LLC 0.18% Reduce -24.9% 128,073 $5.4M
Barclays PLC 0.00% Reduce -8.0% 126,685 $5.3M
Buck Wealth Strategies, LLC 0.96% Add +9.8% 126,618 $5.3M
NFJ Investment Group, LLC 0.18% No change 126,522 $5.3M
HRT Financial LP 0.03% New 125,960 $5.3M
New York State Teachers Retirement System 0.01% Reduce -0.3% 125,296 $5.2M
Susquehanna International Group, LLP 0.01% Add +221.0% 118,791 $5.0M
Martingale Asset Management L P 0.13% Add +0.6% 117,596 $4.9M
Moody Aldrich Partners LLC 1.02% Add +0.6% 116,791 $4.9M
Deutsche Bank AG 0.00% Reduce -2.6% 111,615 $4.7M
Stifel Financial Corp. 0.00% Add +21.2% 109,752 $4.6M
Renaissance Technologies 0.01% Add +217.3% 104,700 $4.4M
Sei Investments Co. 0.01% Reduce -18.3% 103,024 $4.3M
HSBC Holdings PLC 0.00% Add +983.2% 98,649 $4.1M
Public Employees Retirement System of Ohio 0.01% Add +31.8% 96,712 $4.0M
Point72 Hong Kong Ltd 0.28% New 93,811 $3.9M
Capital Fund Management S.A. 0.05% Add +307.0% 89,996 $3.8M
LSV Asset Management 0.01% New 89,200 $3.7M
Nisa Investment Advisors, LLC 0.02% Reduce -10.8% 86,529 $3.6M
Congress Asset Management Co. 0.03% Reduce -0.6% 85,200 $3.6M
Intech Investment Management LLC 0.04% Reduce -21.1% 83,481 $3.5M
Alliancebernstein L.P. 0.00% Reduce -1.2% 83,170 $3.5M
Schonfeld Strategic Advisors LLC 0.02% New 79,502 $3.3M
California State Teachers Retirement System 0.00% Add +6.5% 78,335 $3.3M
Inspire Advisors, LLC 0.38% Add +37.3% 77,755 $3.3M
Quantbot Technologies LP 0.10% Add +351.3% 75,366 $3.2M
Susquehanna Fundamental Investments, LLC 0.05% Add +28.7% 72,578 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +6.6% 71,185 $3.0M
Harbor Capital Advisors, Inc. 0.14% Add +29.3% 70,747 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.9% 70,733 $3.0M
Greenland Capital Management LP 0.52% Add +391.8% 69,840 $2.9M
AQR Capital Management 0.00% Add +11.1% 69,831 $2.9M
MML Investors Services, LLC 0.01% Add +8.1% 69,787 $2.9M
Wells Fargo & Company 0.00% Add +1.2% 68,276 $2.9M
Man Group plc 0.01% Reduce -21.8% 68,156 $2.9M
Dean Investment Associates, LLC 0.42% Add +62.6% 68,145 $2.9M
Wedge Capital Management L L P 0.05% Reduce -11.8% 66,466 $2.8M
Assenagon Asset Management S.A. 0.00% Add +112.3% 66,035 $2.8M
Royal Bank of Canada 0.00% Add +5.3% 65,494 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -4.5% 63,980 $2.7M
Coldstream Capital Management Inc. 0.06% New 62,220 $2.6M
CWA Asset Management Group, LLC 0.12% Add +32.0% 60,290 $2.5M
AlphaQuest LLC 0.27% Add +41275.7% 59,581 $2.5M
Trexquant Investment LP 0.03% Add +83.5% 56,817 $2.4M
Segall Bryant & Hamill, LLC 0.04% Reduce -56.2% 54,883 $2.3M
XTX Topco Ltd 0.12% New 54,681 $2.3M
Algert Global LLC 0.06% Reduce -16.9% 53,805 $2.3M
South Dakota Investment Council 0.05% Add +42.0% 52,782 $2.2M
Magellan Asset Management Ltd 0.03% Reduce -0.8% 52,348 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.6% 50,575 $2.1M
Neo Ivy Capital Management 0.67% New 50,512 $2.1M
State of Wisconsin Investment Board 0.01% Add +0.6% 50,455 $2.1M
LPL Financial LLC 0.00% Add +42.3% 50,210 $2.1M
Convergence Investment Partners, LLC 0.57% Add +8.5% 49,327 $2.1M
Natixis 0.01% New 49,292 $2.0M
Brevan Howard Capital Management LP 0.06% Add +71.6% 48,312 $2.0M
Level Four Advisory Services, LLC 0.08% Reduce -7.3% 48,091 $2.0M
Dean Capital Management 0.88% Add +69.9% 47,995 $2.0M
Nebula Research & Development LLC 0.18% New 47,181 $2.0M
Franklin Resources Inc. 0.00% Add +47.7% 46,455 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -2.8% 46,386 $1.9M
Comerica Bank 0.01% Reduce -14.1% 46,173 $1.9M
Exchange Traded Concepts, LLC 0.03% Add +136.7% 46,121 $1.9M
North Star Investment Management Corp. 0.14% No change 46,000 $1.9M
Truist Financial Corp. 0.00% Add +9.2% 45,490 $1.9M
SG Americas Securities, LLC 0.01% Add +23.4% 44,281 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.5% 43,875 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +3.3% 42,755 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -21.1% 42,157 $1.8M
Federated Hermes, Inc. 0.00% Add +33.6% 41,885 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -0.8% 41,401 $1.7M
BNP Paribas Financial Markets 0.00% Add +312.4% 41,006 $1.7M
Richards, Merrill & Peterson, Inc. 0.89% Reduce -1.9% 40,800 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -7.2% 40,544 $1.7M
A. D. Beadell Investment Counsel, Inc. 1.42% Add +10.7% 40,515 $1.7M
Wesbanco Bank Inc. 0.06% Add +34.7% 40,400 $1.7M
Guggenheim Capital LLC 0.02% Add +3.1% 39,117 $1.6M
Picton Mahoney Asset Management 0.06% Add +129436.7% 38,861 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 37,300 $1.6M
Macquarie Group Ltd. 0.00% Reduce -40.4% 35,538 $1.5M
Russell Investments Group, Ltd. 0.00% Add +48.5% 35,188 $1.5M
Janus Henderson Group PLC 0.00% No change 35,430 $1.5M
Natixis Advisors, LLC 0.00% Add +10.1% 33,879 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -42.2% 31,776 $1.3M
Cetera Investment Advisers 0.00% Add +9.1% 31,339 $1.3M
Legato Capital Management LLC 0.17% Add +70.2% 30,231 $1.3M
WINTON GROUP Ltd 0.08% Add +1.8% 29,548 $1.2M
Mariner, LLC 0.00% Add +18.6% 29,270 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -3.1% 29,193 $1.2M
Los Angeles Capital Management LLC 0.01% New 27,974 $1.2M
Twinbeech Capital LP 0.02% New 27,527 $1.2M
Dark Forest Capital Management LP 0.05% New 27,104 $1.1M
Fox Run Management, L.L.C. 0.17% New 26,884 $1.1M
Engineers Gate Manager LP 0.02% Add +37.8% 26,341 $1.1M
Ensign Peak Advisors, Inc 0.00% No change 26,217 $1.1M
Pathstone Holdings, LLC 0.00% Add +7.4% 25,850 $1.1M
Hennessy Advisors Inc. 0.04% Reduce -1.6% 25,372 $1.1M
Van Eck Associates Corp. 0.00% Add +6.0% 24,849 $1.0M
State of Tennessee, Department of Treasury 0.00% Add +10.5% 24,501 $1.0M
New York State Common Retirement Fund 0.00% No change 24,254 $1.0M
Naples Global Advisors, LLC 0.10% Add +1.9% 24,148 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,703 $993K
Maryland State Retirement & Pension System 0.02% Reduce -13.2% 23,139 $969K
HighTower Advisors, LLC 0.00% Add +18.8% 22,891 $958K
Arizona State Retirement System 0.01% Reduce -0.6% 22,713 $951K
Amalgamated Bank 0.01% Reduce -3.0% 22,550 $944K
Aigen Investment Management, LP 0.15% New 22,238 $931K
Alps Advisors Inc. 0.01% Add +7.8% 21,925 $918K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $899K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.2% 21,290 $891K
Point72 (DIFC) Ltd 0.08% New 20,760 $869K
Allspring Global Investments Holdings, LLC 0.00% New 18,879 $790K
Benjamin Edwards Inc. 0.01% Reduce -8.0% 18,570 $778K
Park Avenue Securities LLC 0.01% Add +13.0% 18,307 $767K
Apella Capital, LLC 0.03% No change 19,278 $766K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.7% 18,171 $761K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +745.2% 17,867 $748K
Janney Montgomery Scott LLC 0.00% Add +9.7% 17,649 $739K
Cibc World Markets Corp. 0.01% Add +140.2% 17,594 $737K
Glenmede Trust Co. NA 0.00% Reduce -2.1% 17,475 $732K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.7% 17,289 $724K
Caxton Associates LLP 0.03% — 17,234 $722K
Meeder Advisory Services, Inc. 0.04% Reduce -0.2% 17,201 $720K
Ieq Capital, LLC 0.01% Add +115.6% 16,701 $699K
O'shaughnessy Asset Management, LLC 0.01% Add +7.3% 16,682 $698K
Jennison Associates LLC 0.00% New 16,497 $691K
Demars Financial Group, LLC 0.29% Add +3.9% 16,304 $683K
Susquehanna Portfolio Strategies, LLC 0.29% New 16,222 $679K
Bailard, Inc. 0.02% Reduce -15.8% 16,000 $670K
Pictet Asset Management Holding SA 0.00% Add +16.6% 15,759 $660K
US Bancorp \de 0.00% Add +46.5% 15,654 $655K
Sterling Capital Management LLC 0.01% Reduce -13.0% 15,398 $645K
EntryPoint Capital, LLC 0.27% New 14,134 $592K
Baird Financial Group, Inc. 0.00% Reduce -3.8% 14,130 $592K
PNC Financial Services Group, Inc. 0.00% Add +31.3% 13,773 $577K
Occudo Quantitative Strategies LP 0.08% New 13,788 $565K
Vident Advisory, LLC 0.01% New 13,334 $558K
Keybank National Association 0.00% Add +0.8% 13,327 $558K
Elo Mutual Pension Insurance Co 0.01% New 13,069 $547K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.0% 12,846 $538K
Bank of Montreal 0.00% Add +22.8% 12,696 $532K
Groesbeck Investment Management Corp. 0.74% No change 12,675 $531K
Intrua Financial, LLC 0.08% Add +19.5% 12,619 $528K
James Investment Research, Inc. 0.07% No change 12,582 $527K
Y-Intercept (Hong Kong) Ltd 0.03% New 12,070 $505K
Great Lakes Advisors, LLC 0.00% Reduce -4.4% 12,040 $504K
Commonwealth Equity Services, LLC 0.00% Add +40.8% 11,696 $490K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 11,600 $486K
Meeder Asset Management Inc. 0.03% New 11,596 $486K
SPC Financial, Inc. 0.04% Add +1.8% 11,400 $477K
Quadrature Capital Ltd 0.01% New 11,337 $475K
Point72 Asia (Singapore) Pte. Ltd. 0.12% New 11,295 $473K
Creative Planning 0.00% Reduce -28.5% 11,031 $462K
Daymark Wealth Partners, LLC 0.02% No change 10,875 $455K
Virtu Financial LLC 0.02% New 10,715 $449K
Quantinno Capital Management LP 0.00% New 10,607 $444K
Bridgefront Capital, LLC 0.12% New 10,299 $431K
Moors & Cabot, Inc. 0.02% Add +3.2% 10,131 $424K
Sonora Investment Management Group, LLC 0.03% Reduce -0.8% 9,915 $415K
Raymond James Financial Inc. 0.00% Reduce -65.1% 9,592 $402K
Columbia Advisory Partners LLC 0.34% Add +1.0% 9,501 $398K
Mackenzie Financial Corp. 0.00% New 9,312 $390K
Qube Research & Technologies Ltd 0.00% Add +7.3% 9,055 $379K
Public Employees Retirement Association of Colorado 0.00% No change 9,063 $379K
Petrus Trust Company, LTA 0.04% Reduce -33.3% 9,011 $377K
Quantessence Capital LLC 0.09% New 8,500 $356K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.0% 8,458 $354K
Allianz Asset Management GmbH 0.00% Reduce -18.1% 8,432 $353K
Inceptionr LLC 0.11% New 8,398 $352K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% No change 8,356 $350K
Avant Financial Advisors LLC 0.31% No change 8,099 $339K
Ameritas Investment Partners, Inc. 0.01% No change 7,931 $332K
Sowell Financial Services LLC 0.02% New 7,916 $331K
SummitTX Capital, L.P. 0.01% — 7,660 $321K
IMS Capital Management 0.16% Reduce -42.7% 7,659 $321K
Independent Financial Group, LLC 0.01% New 7,544 $316K
CIBC Asset Management Inc 0.00% Reduce -3.5% 7,544 $316K
Parcion Private Wealth LLC 0.03% No change 7,333 $307K
Axq Capital, LP 0.12% New 7,278 $305K
Hudson Edge Investment Partners Inc. 0.06% Reduce -1.9% 7,184 $301K
Principal Securities, Inc. 0.01% No change 8,141 $298K
Praxis Investment Management Inc. 0.02% No change 7,070 $296K
Centiva Capital, LP 0.02% New 6,793 $284K
Challenger Wealth Management 0.22% No change 6,500 $272K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.7% 6,490 $272K
Neuberger Berman Group LLC 0.00% New 6,434 $269K
Avantax Advisory Services, Inc. 0.00% Add +3.0% 6,432 $269K
Captrust Financial Advisors 0.00% Reduce -7.1% 6,353 $266K
SteelPeak Wealth, LLC 0.01% Reduce -1.3% 6,344 $266K
D.A. Davidson & Co. 0.00% Reduce -34.8% 6,262 $262K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.0% 6,111 $256K
Jones Financial Companies LLLP 0.00% Add +29.6% 6,231 $256K
Cwm, LLC 0.00% Reduce -1.1% 6,101 $255K
World Investment Advisors 0.01% Reduce -2.7% 5,978 $250K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.9% 5,958 $249K
Xponance LLC 0.00% Add +5.5% 5,934 $248K
Kestra Investment Management, LLC 0.00% New 5,929 $248K
Personal Cfo Solutions, LLC 0.05% New 5,900 $247K
First Citizens Bank & Trust Co. 0.01% New 5,871 $246K
Chelsea Counsel Co. 0.13% No change 5,800 $243K
Scotia Capital Inc. 0.00% Reduce -66.4% 5,685 $238K
IFM Investors Pty Ltd 0.00% Reduce -45.0% 5,677 $238K
Oxford Asset Management LLP 0.11% New 5,574 $233K
Trust Co. of Vermont 0.01% Add +7.8% 5,494 $230K
Vision Capital Management, Inc. 0.03% New 5,357 $224K
Cerity Partners LLC 0.00% New 5,312 $222K
Jain Global LLC 0.00% New 5,300 $222K
Corient Private Wealth LP 0.00% Reduce -3.5% 5,268 $221K
Entropy Technologies, LP 0.02% New 5,103 $214K
United Services Automobile Association 0.01% New 4,901 $201K
Mercer Global Advisors Inc. 0.00% New 4,786 $200K
KBC Group NV 0.00% Add +2.2% 4,238 $177K
Wilmington Savings Fund Society, FSB 0.00% No change 4,000 $167K
STRS Ohio 0.00% Add +700.0% 3,200 $134K
State of Wyoming 0.02% Reduce -57.2% 3,105 $130K
IFP Advisors, Inc 0.00% No change 2,859 $120K
Costello Asset Management, INC 0.04% New 2,438 $102K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.5% 2,119 $89K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.8% 1,885 $79K
Versant Capital Management, Inc 0.01% Add +6.1% 1,828 $77K
Blue Trust, Inc. 0.00% Add +0.8% 1,745 $73K
Eastern Bank 0.00% Reduce -5.4% 1,742 $73K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $63K
Shell Asset Management Co. 0.00% Reduce -4.0% 1,434 $60K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 1,402 $59K
Arax Advisory Partners 0.00% Reduce -12.5% 1,279 $54K
Lazard Asset Management LLC 0.00% New 1,218 $50K
Quadrant Capital Group LLC 0.00% Add +1.7% 1,137 $48K
Allworth Financial LP 0.00% Add +9.3% 1,045 $43K
Caitong International Asset Management Co., Ltd 0.03% New 1,025 $43K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $42K
Wolverine Asset Management LLC 0.00% No change 967 $40K
Farther Finance Advisors, LLC 0.00% Reduce -90.7% 948 $40K
GAMMA Investing LLC 0.00% Add +252.3% 916 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $38K
North Ridge Wealth Advisors, Inc. 0.02% No change 800 $33K
Cedar Mountain Advisors, LLC 0.01% No change 768 $32K
Financial Perspectives, Inc 0.01% No change 768 $32K
Fifth Third Bancorp 0.00% Add +15.6% 696 $29K
Smartleaf Asset Management LLC 0.00% Reduce -20.1% 686 $28K
WealthCollab, LLC 0.02% No change 626 $26K
Delta Asset Management LLC 0.00% No change 600 $25K
Bessemer Group Inc. 0.00% Add +26.3% 571 $24K
Hexagon Capital Partners LLC 0.00% Add +50.4% 546 $23K
Princeton Global Asset Management LLC 0.00% No change 500 $21K
Quarry LP 0.01% Add +864.6% 463 $19K
AdvisorNet Financial, Inc 0.00% No change 442 $19K
Glen Eagle Advisors, LLC 0.00% No change 400 $17K
IAG Wealth Partners, LLC 0.00% No change 400 $17K
Heritage Wealth Advisors 0.00% No change 400 $17K
Mather Group, Llc. 0.00% No change 400 $17K
St Germain D J Co. Inc. 0.00% No change 378 $16K
MAI Capital Management 0.00% Add +0.3% 373 $16K
Wayfinding Financial, LLC 0.01% New 343 $14K
Olde Wealth Management, LLC 0.00% New 358 $14K
GHP Investment Advisors, Inc. 0.00% No change 327 $14K
Bell Investment Advisors, Inc 0.00% Add +20.7% 321 $13K
Covestor Ltd 0.01% Add +3.3% 281 $12K
Brooklyn Investment Group 0.00% New 279 $12K
Hemington Wealth Management 0.00% Add +8.1% 279 $11K
Capital Advisors, Ltd. LLC 0.00% No change 261 $11K
UMB Bank, n.a. 0.00% Add +38.1% 261 $11K
SVB Wealth LLC 0.00% New 225 $9K
Hantz Financial Services, Inc. 0.00% New 222 $9K
CIBC Private Wealth Group LLC 0.00% No change 200 $8K
Rothschild Investment LLC 0.00% Add +66.7% 175 $7K
Sierra Ocean, LLC 0.00% No change 149 $6K
Smithfield Trust Co 0.00% No change 120 $5K
C M Bidwell & Associates Ltd. 0.00% New 115 $5K
Riggs Asset Managment Co. Inc. 0.00% No change 105 $4K
Hughes Financial Services, LLC 0.00% New 100 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.4% 100 $4K
Steward Partners Investment Advisory, LLC 0.00% Reduce -50.0% 100 $4K
Harbour Investments, Inc. 0.00% Add +1.1% 90 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $4K
Parallel Advisors, LLC 0.00% No change 85 $4K
Larson Financial Group LLC 0.00% Add +146.7% 74 $3K
NFSG Corp 0.00% Reduce -96.3% 69 $3K
Key Financial Inc 0.00% No change 62 $3K
Parkside Financial Bank & Trust 0.00% Add +281.3% 61 $3K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $3K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
NewSquare Capital LLC 0.00% New 50 $2K
Fortitude Family Office, LLC 0.00% No change 49 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -2.3% 42 $2K
Private Trust Co. NA 0.00% No change 41 $2K
Rossby Financial, LCC 0.00% New 41 $2K
TD Private Client Wealth LLC 0.00% New 40 $2K
Bare Financial Services, Inc 0.00% New 38 $2K
Private Wealth Management Group, LLC 0.00% Add +12.0% 28 $1K
Huntington National Bank 0.00% No change 24 $1K
Cornerstone Planning Group LLC 0.00% No change 22 $913
Stephens Consulting, LLC 0.00% New 20 $838
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $837
Creative Financial Designs Inc. 0.00% New 20 $837
Manchester Capital Management LLC 0.00% No change 19 $796
Global Financial Private Client, LLC 0.00% Add +266.7% 11 $461
SJS Investment Consulting Inc. 0.00% Add +37.5% 11 $461
WealthTrak Capital Management LLC 0.00% No change 10 $419
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $419
Peoples Bank 0.00% No change 10 $418
Abound Wealth Management 0.00% No change 7 $294
Graney & King, LLC 0.00% No change 5 $209
SBI Securities Co., Ltd. 0.00% Reduce -92.9% 4 $167
Bay Harbor Wealth Management, LLC 0.00% New 3 $125
True Wealth Design, LLC 0.00% No change 2 $84
Parkworth Wealth Management, Inc. 0.00% No change 1 $42
HFM Investment Advisors, LLC 0.00% — 1 $42

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