AvistaAVA

13F holders, Q2 2025 (June 30)
371holders −3
40new positions
44sold out
8famous investors
$37.92avg. 13F price*

At the end of Q2 2025, 371 institutions reported holding Avista Corp. (AVA) in their 13F filings, down 3 from Q1 2025. 40 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($547.7M), Vanguard Group Inc. ($404.7M) and State Street Corp. ($197.0M). 8 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 (0.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$29.4M
Exits44$30.2M

All 13F filers, Q1 2025 → Q2 2025: 7,029,577 shares bought and 5,666,025 shares sold, net +1,363,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 371 holders

BlackRock, Inc. 0.01% Add +7.7% 14,432,669 $547.7M
Vanguard Group Inc. 0.01% Add +2.9% 10,665,025 $404.7M
State Street Corp. 0.01% Add +8.3% 5,191,896 $197.0M
Westwood Holdings Group Inc. 0.58% Add +52.7% 2,110,711 $80.1M
Geode Capital Management, LLC 0.01% Add +2.4% 1,958,034 $74.3M
Ameriprise Financial Inc. 0.02% Reduce -38.7% 1,813,814 $68.8M
Morgan Stanley 0.00% Add +49.0% 1,665,957 $63.2M
Dimensional Fund Advisors LP 0.01% Reduce -1.9% 1,500,132 $56.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 1,266,135 $48.0M
Millennium Management 0.04% Reduce -11.2% 1,216,641 $46.2M
Bank of New York Mellon Corp 0.01% Add +1.6% 1,184,223 $44.9M
Invesco Ltd. 0.01% Reduce -11.9% 966,687 $36.7M
Hotchkis & Wiley Capital Management LLC 0.11% Reduce -7.9% 885,029 $33.6M
Northern Trust Corp. 0.00% Reduce -17.8% 835,684 $31.7M
Norges Bank 0.00% Reduce -18.1% 781,928 $29.7M
Nuveen, LLC 0.01% Add +69.5% 703,830 $26.7M
Goldman Sachs Group Inc. 0.00% Reduce -6.9% 659,782 $25.0M
Old Republic International Corp. 0.89% No change 597,500 $22.7M
Cubist Systematic Strategies, LLC 0.24% Add +25.9% 590,535 $22.4M
Victory Capital Management Inc. 0.01% Add +51.8% 590,069 $22.4M
Legal & General Group Plc 0.01% Add +3.7% 529,648 $20.1M
Principal Financial Group Inc. 0.01% Add +6.3% 481,295 $18.3M
Jacobs Levy Equity Management, Inc. 0.07% Add +3.9% 477,604 $18.1M
Prudential Financial Inc. 0.02% Reduce -32.7% 444,305 $16.9M
Bank of America Corp. 0.00% Reduce -11.5% 428,528 $16.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3.7% 426,407 $16.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -15.0% 424,351 $16.1M
Gabelli Funds LLC 0.11% No change 415,500 $15.8M
Assenagon Asset Management S.A. 0.02% Add +502.3% 397,741 $15.1M
RWC Asset Management LLP 0.92% Add +3.2% 374,925 $14.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.5% 352,667 $13.4M
Envestnet Asset Management Inc. 0.00% Add +4.4% 345,779 $13.1M
Tudor Investment Corporation 0.10% Add +2.7% 335,399 $12.7M
Voloridge Investment Management, LLC 0.05% Reduce -21.8% 335,062 $12.7M
GAMCO Investors 0.12% Add +3.8% 321,454 $12.2M
Advisors Asset Management, Inc. 0.21% Reduce -4.0% 312,066 $11.8M
Algert Global LLC 0.24% Add +469.4% 306,391 $11.6M
FMR LLC 0.00% Add +76.6% 294,632 $11.2M
UBS Group AG 0.00% Reduce -4.4% 281,743 $10.7M
First Trust Advisors LP 0.01% Reduce -0.0% 279,146 $10.6M
Public Sector Pension Investment Board 0.04% Add +9.4% 274,623 $10.4M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.8% 274,427 $10.4M
JPMorgan Chase & Co. 0.00% Reduce -44.1% 269,890 $10.2M
Kennedy Capital Management LLC 0.24% Reduce -10.8% 266,822 $10.1M
Two Sigma Investments, LP 0.02% Reduce -15.7% 254,655 $9.7M
Rhumbline Advisers 0.01% Add +6.3% 251,847 $9.6M
American Century Companies Inc. 0.01% Add +0.7% 244,772 $9.3M
Two Sigma Advisers, LP 0.02% Reduce -19.2% 224,000 $8.5M
Voya Investment Management LLC 0.01% Add +7.0% 218,378 $8.3M
Trexquant Investment LP 0.09% Add +282.3% 217,226 $8.2M
Deutsche Bank AG 0.00% Add +93.0% 215,395 $8.2M
Bruce & Co., Inc. 2.48% No change 201,500 $7.6M
Barclays PLC 0.00% Add +51.4% 191,815 $7.3M
Nuance Investments, LLC 0.57% New 191,671 $7.3M
Aventail Capital Group, LP 0.31% Add +4.4% 183,560 $7.0M
AQR Capital Management 0.01% Add +159.4% 181,149 $6.9M
ProShare Advisors LLC 0.01% Reduce -9.7% 177,863 $6.7M
Dark Forest Capital Management LP 0.27% Add +551.9% 176,681 $6.7M
Balyasny Asset Management L.P. 0.01% Add +20.0% 163,601 $6.2M
HSBC Holdings PLC 0.00% Add +63.7% 161,501 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +2.3% 154,573 $5.9M
Citadel Advisors 0.01% Reduce -24.8% 153,855 $5.8M
Swiss National Bank 0.00% No change 153,500 $5.8M
Sei Investments Co. 0.01% Add +46.3% 150,769 $5.7M
Northwest & Ethical Investments L.P. 0.14% Add +6.2% 150,606 $5.7M
Moody Aldrich Partners LLC 1.07% Add +24.4% 145,336 $5.5M
Renaissance Technologies 0.01% Add +35.0% 141,300 $5.4M
Buck Wealth Strategies, LLC 0.80% Add +9.6% 138,705 $5.3M
New Age Alpha Advisors, LLC 0.21% Reduce -8.9% 126,583 $4.8M
New York State Teachers Retirement System 0.01% Add +0.2% 125,510 $4.8M
Peregrine Capital Management LLC 0.14% Reduce -3.2% 123,934 $4.7M
Public Employees Retirement System of Ohio 0.02% Add +22.2% 118,212 $4.5M
Martingale Asset Management L P 0.11% Reduce -1.4% 115,943 $4.4M
Royal Bank of Canada 0.00% Add +75.9% 115,179 $4.4M
Jane Street Group, LLC 0.01% Reduce -78.7% 107,201 $4.1M
D. E. Shaw & Co. 0.00% Reduce -27.9% 102,882 $3.9M
Stifel Financial Corp. 0.00% Reduce -7.5% 101,508 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -16.0% 99,750 $3.8M
LSV Asset Management 0.01% Add +10.8% 98,800 $3.7M
Arax Advisory Partners 0.17% Add +11110.3% 143,380 $3.7M
Engineers Gate Manager LP 0.05% Add +268.5% 97,055 $3.7M
CSM Advisors, LLC 0.11% New 96,702 $3.7M
Alliancebernstein L.P. 0.00% Add +9.8% 91,290 $3.5M
Capital Fund Management S.A. 0.04% Reduce -1.4% 88,756 $3.4M
Kingsview Wealth Management, LLC 0.06% New 85,681 $3.3M
Congress Asset Management Co. 0.02% Add +0.1% 85,294 $3.2M
Citigroup Inc. 0.00% Reduce -35.2% 84,721 $3.2M
Nisa Investment Advisors, LLC 0.01% Reduce -2.9% 83,984 $3.2M
Franklin Resources Inc. 0.00% Add +70.9% 79,381 $3.0M
California State Teachers Retirement System 0.00% Add +0.5% 78,714 $3.0M
CWA Asset Management Group, LLC 0.13% Add +30.0% 78,371 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +9.5% 77,918 $3.0M
Susquehanna Fundamental Investments, LLC 0.07% No change 72,578 $2.8M
Wells Fargo & Company 0.00% Add +6.3% 72,577 $2.8M
BNP Paribas Financial Markets 0.00% Add +75.1% 71,795 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Add +1.2% 71,612 $2.7M
NFJ Investment Group, LLC 0.09% Reduce -44.0% 70,818 $2.7M
Quantbot Technologies LP 0.07% Reduce -6.8% 70,207 $2.7M
Harbor Capital Advisors, Inc. 0.11% Reduce -0.9% 70,113 $2.7M
Thrivent Financial for Lutherans 0.01% Add +4.0% 66,537 $2.5M

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

Show all 371 holders