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
Verition Fund Management LLC 0.02% Reduce -70.8% 66,177 $2.5M
MML Investors Services, LLC 0.01% Reduce -5.3% 66,109 $2.5M
Point72 Asset Management 0.01% New 65,500 $2.5M
Federated Hermes, Inc. 0.00% Add +49.0% 62,389 $2.4M
Coldstream Capital Management Inc. 0.04% Reduce -0.1% 62,153 $2.4M
Segall Bryant & Hamill, LLC 0.03% Add +8.8% 59,730 $2.3M
Susquehanna Portfolio Strategies, LLC 0.05% Add +268.1% 59,707 $2.3M
Intech Investment Management LLC 0.02% Reduce -30.0% 58,408 $2.2M
LPL Financial LLC 0.00% Add +15.4% 57,929 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -27.8% 57,380 $2.2M
Y-Intercept (Hong Kong) Ltd 0.05% Add +368.8% 56,588 $2.1M
Macquarie Group Ltd. 0.00% Add +57.7% 56,040 $2.1M
South Dakota Investment Council 0.04% No change 52,782 $2.0M
Russell Investments Group, Ltd. 0.00% Add +45.2% 51,101 $1.9M
Magellan Asset Management Ltd 0.02% Reduce -3.5% 50,496 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -1.4% 49,738 $1.9M
Convergence Investment Partners, LLC 0.48% Add +0.6% 49,613 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.4% 49,356 $1.9M
Exchange Traded Concepts, LLC 0.02% Add +4.3% 48,093 $1.8M
MetLife Investment Management, LLC 0.01% Add +3.4% 47,948 $1.8M
State of Alaska, Department of Revenue 0.02% Add +9.3% 47,957 $1.8M
Mariner, LLC 0.00% Add +63.5% 47,851 $1.8M
Level Four Advisory Services, LLC 0.07% Reduce -2.4% 46,945 $1.8M
North Star Investment Management Corp. 0.12% No change 46,000 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 45,970 $1.7M
Osaic Holdings, Inc. 0.00% Add +4.9% 44,205 $1.7M
A. D. Beadell Investment Counsel, Inc. 1.27% Add +7.8% 43,665 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +5.8% 42,896 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 41,378 $1.6M
Wesbanco Bank Inc. 0.05% No change 40,400 $1.5M
Jump Financial, LLC 0.02% Reduce -73.7% 39,504 $1.5M
Teacher Retirement System of Texas 0.01% Add +19.9% 38,114 $1.4M
Louisiana State Employees Retirement System 0.03% Add +0.8% 37,600 $1.4M
Richards, Merrill & Peterson, Inc. 0.67% Reduce -9.1% 37,071 $1.4M
Truist Financial Corp. 0.00% Reduce -19.0% 36,837 $1.4M
Janus Henderson Group PLC 0.00% No change 35,430 $1.3M
Horizon Investments, LLC 0.02% New 34,744 $1.3M
Los Angeles Capital Management LLC 0.00% Add +21.7% 34,044 $1.3M
Natixis Advisors, LLC 0.00% Reduce -0.9% 33,560 $1.3M
Raymond James Financial Inc. 0.00% Add +249.3% 33,501 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 33,500 $1.3M
Guggenheim Capital LLC 0.01% Reduce -16.2% 32,791 $1.2M
Graham Capital Management, L.P. 0.04% New 32,119 $1.2M
Comerica Bank 0.00% Reduce -31.9% 31,447 $1.2M
Campbell & CO Investment Adviser LLC 0.07% Reduce -79.9% 30,839 $1.2M
Brevan Howard Capital Management LP 0.01% Reduce -36.7% 30,586 $1.2M
Yousif Capital Management, LLC 0.01% Add +2.6% 29,948 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +21.5% 29,774 $1.1M
WINTON GROUP Ltd 0.05% Reduce -5.6% 27,884 $1.1M
Van Eck Associates Corp. 0.00% Add +10.0% 27,343 $1.0M
Ieq Capital, LLC 0.01% Add +63.1% 27,246 $1.0M
New York State Common Retirement Fund 0.00% Add +10.3% 26,754 $1.0M
Ensign Peak Advisors, Inc 0.00% No change 26,217 $995K
Pathstone Holdings, LLC 0.00% Reduce -1.2% 25,537 $969K
Hennessy Advisors Inc. 0.03% No change 25,372 $963K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +118.1% 25,300 $960K
Cetera Investment Advisers 0.00% Reduce -19.9% 25,102 $953K
Bridgeway Capital Management, LLC 0.02% New 25,000 $949K
Naples Global Advisors, LLC 0.08% Add +3.3% 24,933 $946K
Jennison Associates LLC 0.00% Add +48.0% 24,424 $927K
Qube Research & Technologies Ltd 0.00% Add +167.9% 24,257 $921K
Point72 Hong Kong Ltd 0.06% Reduce -74.4% 24,032 $912K
Maryland State Retirement & Pension System 0.02% Add +2.3% 23,676 $899K
Arizona State Retirement System 0.01% Add +3.2% 23,432 $889K
HighTower Advisors, LLC 0.00% Add +0.1% 22,905 $869K
Amalgamated Bank 0.01% Add +1.5% 22,897 $869K
HRT Financial LP 0.00% Reduce -81.8% 22,857 $867K
AlphaQuest LLC 0.08% Reduce -62.1% 22,608 $858K
Nebula Research & Development LLC 0.07% Reduce -52.5% 22,430 $851K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.2% 22,226 $844K
Alps Advisors Inc. 0.00% Reduce -0.7% 21,769 $826K
Versor Investments LP 0.14% New 21,500 $816K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $815K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 21,290 $808K
Glenmede Investment Management, LP 0.00% — 21,179 $804K
Natixis 0.00% Reduce -59.3% 20,043 $761K
Demars Financial Group, LLC 0.29% Add +21.6% 19,827 $752K
Benjamin Edwards Inc. 0.01% Add +6.2% 19,718 $748K
Apella Capital, LLC 0.02% Add +0.0% 19,285 $736K
Janney Montgomery Scott LLC 0.00% Add +4.7% 18,478 $701K
Neo Ivy Capital Management 0.22% Reduce -63.5% 18,448 $700K
Park Avenue Securities LLC 0.01% Add +0.8% 18,456 $700K
Oregon Public Employees Retirement Fund 0.01% Add +1.4% 18,421 $699K
Envestnet Portfolio Solutions, Inc. 0.00% Add +112.8% 18,002 $683K
First Citizens Bank & Trust Co. 0.01% Add +206.4% 17,990 $683K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.5% 17,900 $679K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.5% 17,851 $677K
Meeder Advisory Services, Inc. 0.03% Add +0.6% 17,308 $657K
Bailard, Inc. 0.02% Add +6.9% 17,100 $649K
O'shaughnessy Asset Management, LLC 0.00% Add +1.1% 16,859 $640K
Bayforest Capital Ltd 0.27% New 16,549 $628K
Pictet Asset Management Holding SA 0.00% Add +4.4% 16,456 $625K
Sterling Capital Management LLC 0.01% Add +5.2% 16,205 $615K
Elo Mutual Pension Insurance Co 0.01% Add +23.7% 16,171 $614K
Quantinno Capital Management LP 0.00% Add +45.0% 15,385 $584K
US Bancorp \de 0.00% Reduce -5.3% 14,824 $563K
Creative Planning 0.00% Add +32.2% 14,582 $553K
Bridgefront Capital, LLC 0.15% Add +40.3% 14,453 $548K
Mackenzie Financial Corp. 0.00% Add +52.3% 14,183 $538K
PNC Financial Services Group, Inc. 0.00% Add +1.9% 14,042 $533K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.6% 13,828 $525K
EntryPoint Capital, LLC 0.26% Reduce -2.5% 13,782 $523K
Intrua Financial, LLC 0.07% Add +8.3% 13,672 $519K
Gsa Capital Partners LLP 0.04% New 13,327 $506K
Keybank National Association 0.00% Reduce -0.3% 13,285 $504K
Aigen Investment Management, LP 0.07% Reduce -40.3% 13,283 $504K
Bank of Montreal 0.00% Add +4.1% 13,215 $502K
Caxton Associates LLP 0.01% Reduce -24.1% 13,090 $497K
Baird Financial Group, Inc. 0.00% Reduce -7.7% 13,049 $495K
James Investment Research, Inc. 0.06% No change 12,582 $477K
Commonwealth Equity Services, LLC 0.00% Add +5.7% 12,366 $469K
Inceptionr LLC 0.10% Add +42.2% 11,944 $453K
SPC Financial, Inc. 0.04% Add +4.4% 11,900 $452K
Great Lakes Advisors, LLC 0.00% Reduce -2.1% 11,781 $447K
Cwm, LLC 0.00% Add +92.6% 11,751 $446K
Orion Porfolio Solutions, LLC 0.00% New 11,688 $444K
DRW Securities, LLC 0.03% New 10,992 $417K
Daymark Wealth Partners, LLC 0.02% No change 10,875 $413K
PharVision Advisers, LLC 0.57% New 10,534 $400K
Mutual of America Capital Management LLC 0.00% Reduce -92.3% 10,349 $393K
Sonora Investment Management Group, LLC 0.03% Add +2.2% 10,136 $385K
Moors & Cabot, Inc. 0.02% Reduce -1.0% 10,031 $381K
Cibc World Markets Corp. 0.00% Reduce -43.6% 9,928 $377K
Columbia Advisory Partners LLC 0.27% No change 9,501 $361K
Cambridge Investment Research Advisors, Inc. 0.00% Add +56.8% 9,343 $355K
Principal Securities, Inc. 0.01% Add +12.1% 9,127 $346K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -49.3% 9,067 $344K
denkapparat Operations GmbH 0.27% New 8,850 $336K
Sowell Financial Services LLC 0.01% Add +11.4% 8,816 $335K
Public Employees Retirement Association of Colorado 0.00% Reduce -6.4% 8,479 $322K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Add +1.0% 8,438 $320K
Moloney Securities Asset Management, LLC 0.04% New 8,255 $313K
Ameritas Investment Partners, Inc. 0.01% Add +3.7% 8,226 $312K
Avant Financial Advisors LLC 0.25% No change 8,099 $307K
State of Wyoming 0.04% Add +159.6% 8,059 $306K
Kestra Advisory Services, LLC 0.00% New 7,820 $297K
Tower Research Capital LLC (TRC) 0.01% Add +308.4% 7,698 $292K
IMS Capital Management 0.14% Add +0.2% 7,671 $291K
CIBC Asset Management Inc 0.00% No change 7,544 $286K
Captrust Financial Advisors 0.00% Add +18.2% 7,510 $285K
Parcion Private Wealth LLC 0.02% Add +1.5% 7,442 $282K
Neuberger Berman Group LLC 0.00% Add +13.5% 7,300 $277K
Jones Financial Companies LLLP 0.00% Add +16.1% 7,232 $272K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -37.4% 7,073 $268K
Summit Global Investments 0.02% New 7,052 $268K
Twinbeech Capital LP 0.01% Reduce -74.8% 6,922 $263K
Vise Technologies, Inc. 0.01% — 6,854 $260K
D.A. Davidson & Co. 0.00% Add +8.9% 6,820 $259K
Lido Advisors, LLC 0.00% New 6,801 $258K
Vident Advisory, LLC 0.00% Reduce -49.1% 6,786 $258K
Hudson Edge Investment Partners Inc. 0.04% Reduce -5.9% 6,757 $256K
Challenger Wealth Management 0.17% No change 6,500 $247K
SG Americas Securities, LLC 0.00% Reduce -85.4% 6,461 $245K
Capstone Investment Advisors, LLC 0.00% New 6,338 $241K
Cerity Partners LLC 0.00% Add +18.6% 6,298 $239K
Xponance LLC 0.00% Add +4.9% 6,226 $236K
Kestra Investment Management, LLC 0.01% Add +3.1% 6,111 $232K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.0% 6,033 $231K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.4% 6,089 $231K
ZWJ Investment Counsel Inc. 0.01% New 5,990 $227K
Focus Partners Wealth 0.00% New 5,951 $226K
MQS Management LLC 0.12% New 5,903 $224K
SteelPeak Wealth, LLC 0.01% Reduce -7.9% 5,845 $222K
Avantax Advisory Services, Inc. 0.00% Reduce -9.8% 5,800 $220K
Chelsea Counsel Co. 0.11% No change 5,800 $220K
IFM Investors Pty Ltd 0.00% No change 5,677 $215K
Longboard Asset Management, LP 0.52% New 5,506 $209K
Personal Cfo Solutions, LLC 0.04% Reduce -6.9% 5,491 $208K
Vision Capital Management, Inc. 0.03% No change 5,357 $203K
Jupiter Asset Management Ltd. 0.00% Reduce -98.8% 5,295 $201K
Trust Co. of Vermont 0.01% Reduce -13.9% 4,729 $179K
Wilmington Savings Fund Society, FSB 0.00% No change 4,000 $152K
Point72 (DIFC) Ltd 0.01% Reduce -81.2% 3,899 $148K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 3,791 $144K
IFP Advisors, Inc 0.00% Add +23.2% 3,523 $134K
Quarry LP 0.03% Add +651.2% 3,478 $132K
STRS Ohio 0.00% No change 3,200 $121K
EverSource Wealth Advisors, LLC 0.01% Add +47.1% 3,117 $118K
First Command Advisory Services, Inc. 0.00% New 2,854 $108K
KBC Group NV 0.00% Reduce -40.1% 2,538 $96K
Costello Asset Management, INC 0.03% Reduce -9.3% 2,212 $84K
Lazard Asset Management LLC 0.00% Add +60.0% 1,949 $73K
Blue Trust, Inc. 0.00% Add +7.5% 1,875 $71K
Allworth Financial LP 0.00% Add +51.7% 1,585 $60K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,574 $60K
Versant Capital Management, Inc 0.01% Reduce -17.4% 1,509 $57K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $57K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 1,401 $53K
GAMMA Investing LLC 0.00% Add +48.5% 1,360 $52K
Shell Asset Management Co. 0.00% Reduce -9.5% 1,298 $49K
Brooklyn Investment Group 0.01% Add +266.3% 1,022 $39K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $38K
Headlands Technologies LLC 0.00% New 978 $37K
Wolverine Asset Management LLC 0.00% No change 967 $37K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $34K
Bessemer Group Inc. 0.00% Add +54.8% 884 $34K
Ameritas Advisory Services, LLC 0.00% New 884 $34K
Larson Financial Group LLC 0.00% Add +1081.1% 874 $33K
North Ridge Wealth Advisors, Inc. 0.02% No change 800 $30K
Cedar Mountain Advisors, LLC 0.01% Add +0.1% 769 $29K
Financial Perspectives, Inc 0.01% No change 768 $29K
Global Retirement Partners, LLC 0.00% — 667 $25K
Fifth Third Bancorp 0.00% Reduce -6.3% 652 $25K
Eastern Bank 0.00% Reduce -63.1% 642 $24K
Essential Partners LLC 0.01% — 633 $24K
Hantz Financial Services, Inc. 0.00% Add +186.0% 635 $24K
WealthCollab, LLC 0.01% No change 626 $24K
MAI Capital Management 0.00% Add +67.0% 623 $24K
Hilltop National Bank 0.01% — 600 $23K
Delta Asset Management LLC 0.00% No change 600 $23K
Princeton Global Asset Management LLC 0.00% No change 500 $19K
Smartleaf Asset Management LLC 0.00% Reduce -27.4% 498 $19K
AdvisorNet Financial, Inc 0.00% No change 442 $17K
Glen Eagle Advisors, LLC 0.00% No change 400 $15K
IAG Wealth Partners, LLC 0.00% No change 400 $15K
Heritage Wealth Advisors 0.00% No change 400 $15K
St Germain D J Co. Inc. 0.00% No change 378 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 370 $14K
UMB Bank, n.a. 0.00% Add +33.0% 347 $13K
GHP Investment Advisors, Inc. 0.00% No change 327 $12K
Bell Investment Advisors, Inc 0.00% No change 321 $12K
Covestor Ltd 0.01% Add +1.8% 286 $11K
Farther Finance Advisors, LLC 0.00% Reduce -69.9% 285 $11K
Capital Advisors, Ltd. LLC 0.00% Add +2.3% 267 $10K
Hollencrest Capital Management 0.00% New 262 $10K
Hemington Wealth Management 0.00% Reduce -5.7% 263 $9K
Parkside Financial Bank & Trust 0.00% Add +268.9% 225 $9K
Addison Advisors LLC 0.00% New 200 $8K
CIBC Private Wealth Group LLC 0.00% No change 200 $8K
Harbour Investments, Inc. 0.00% Add +116.7% 195 $7K
Riggs Asset Managment Co. Inc. 0.00% Add +64.8% 173 $7K
Rothschild Investment LLC 0.00% Reduce -5.7% 165 $6K
Bare Financial Services, Inc 0.00% Add +310.5% 156 $6K
Parallel Advisors, LLC 0.00% Add +64.7% 140 $5K
Smithfield Trust Co 0.00% No change 120 $5K
C M Bidwell & Associates Ltd. 0.00% No change 115 $4K
Assetmark, Inc. 0.00% New 104 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 100 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $4K
Hughes Financial Services, LLC 0.00% No change 100 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $3K
Key Financial Inc 0.00% No change 62 $2K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
Physician Wealth Advisors, Inc. 0.00% New 47 $2K
JFS Wealth Advisors, LLC 0.00% No change 42 $2K
Cornerstone Planning Group LLC 0.00% Add +86.4% 41 $2K
Rossby Financial, LCC 0.00% No change 41 $2K
Private Trust Co. NA 0.00% No change 41 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 34 $1K
Clearstead Trust, LLC 0.00% New 33 $1K
Private Wealth Management Group, LLC 0.00% Reduce -3.6% 27 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 30 $1K
Huntington National Bank 0.00% No change 24 $912
Fortitude Family Office, LLC 0.00% Reduce -57.1% 21 $797
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $759
Manchester Capital Management LLC 0.00% No change 19 $722
WealthTrak Capital Management LLC 0.00% No change 10 $380
NewSquare Capital LLC 0.00% Reduce -80.0% 10 $380
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $380
Signaturefd, LLC 0.00% New 9 $342
Parkworth Wealth Management, Inc. 0.00% Add +700.0% 8 $304
Abound Wealth Management 0.00% No change 7 $266
Graney & King, LLC 0.00% No change 5 $190
HFM Investment Advisors, LLC 0.00% Add +400.0% 5 $190
SJS Investment Consulting Inc. 0.00% Reduce -54.5% 5 $190
LGT Financial Advisors LLC 0.00% New 4 $152
SBI Securities Co., Ltd. 0.00% No change 4 $152
Bay Harbor Wealth Management, LLC 0.00% No change 3 $113
True Wealth Design, LLC 0.00% No change 2 $76
Rialto Wealth Management, LLC 0.00% New 1 $38

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