AvistaAVA

13F holders, Q1 2026 (March 31)
405holders
42new positions
38sold out
9famous investors
$40.14avg. 13F price*

At the end of Q1 2026, 405 institutions reported holding Avista Corp. (AVA) in their 13F filings, unchanged from Q4 2025. 42 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($571.7M), Vanguard Portfolio Management LLC ($280.2M) and State Street Corp. ($206.4M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions42$34.2M
Exits38$46.7M

All 13F filers, Q4 2025 → Q1 2026: 5,396,794 shares bought and 4,564,769 shares sold, net +832,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 405 holders

BlackRock, Inc. 0.01% Reduce -3.1% 14,243,185 $571.7M
Vanguard Portfolio Management LLC 0.01% — 6,980,667 $280.2M
State Street Corp. 0.01% Reduce -3.1% 5,142,977 $206.4M
Vanguard Capital Management LLC 0.00% — 3,691,719 $148.2M
Westwood Holdings Group Inc. 0.75% Reduce -3.0% 2,538,065 $101.9M
Geode Capital Management, LLC 0.01% Add +3.8% 2,061,683 $82.8M
Morgan Stanley 0.00% Reduce -6.0% 1,698,279 $68.2M
Dimensional Fund Advisors LP 0.01% Add +0.3% 1,516,163 $60.9M
Invesco Ltd. 0.01% Add +51.1% 1,305,648 $52.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.9% 1,190,709 $47.8M
First Trust Advisors LP 0.03% Reduce -0.8% 1,030,804 $41.4M
Two Sigma Investments, LP 0.04% Add +124.9% 1,015,681 $40.8M
Goldman Sachs Group Inc. 0.01% Reduce -12.0% 1,000,622 $40.2M
Bank of New York Mellon Corp 0.01% Reduce -3.0% 909,884 $36.5M
Hotchkis & Wiley Capital Management LLC 0.10% Reduce -3.0% 838,829 $33.7M
Northern Trust Corp. 0.00% Add +1.9% 807,113 $32.4M
Victory Capital Management Inc. 0.02% Add +3.1% 738,356 $29.6M
Qube Research & Technologies Ltd 0.04% Add +111.5% 725,934 $29.1M
Algert Global LLC 0.39% Add +6.7% 638,807 $25.6M
D. E. Shaw & Co. 0.02% Add +71.7% 604,784 $24.3M
Old Republic International Corp. 0.95% No change 597,500 $24.0M
GAMCO Investors 0.22% Add +8.4% 549,732 $22.1M
Sei Investments Co. 0.02% Add +10.2% 532,511 $21.4M
FMR LLC 0.00% Add +60.4% 530,673 $21.3M
Vanguard Fiduciary Trust Co. 0.01% — 524,829 $21.1M
LSV Asset Management 0.04% Add +135.3% 516,108 $20.7M
Principal Financial Group Inc. 0.01% Reduce -16.1% 491,669 $19.7M
Nuveen, LLC 0.01% Add +7.1% 474,048 $19.0M
Gabelli Funds LLC 0.13% Add +3.1% 472,322 $19.0M
Legal & General Group Plc 0.00% Reduce -6.3% 471,397 $18.9M
UBS Group AG 0.00% Add +3.0% 453,117 $18.2M
Man Group plc 0.04% Add +190.7% 434,541 $17.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -5.5% 428,574 $17.2M
Bank of America Corp. 0.00% Add +3.1% 412,866 $16.6M
Franklin Resources Inc. 0.00% Add +286.6% 366,958 $14.7M
Nuance Investments, LLC 2.03% Add +13.8% 363,217 $14.6M
AQR Capital Management 0.01% Add +31.6% 350,967 $14.1M
Envestnet Asset Management Inc. 0.00% Reduce -5.7% 342,766 $13.8M
American Century Companies Inc. 0.01% Add +123.7% 323,506 $13.0M
Kennedy Capital Management LLC 0.26% Reduce -1.6% 301,363 $12.1M
Sound Income Strategies, LLC 0.58% Add +60.1% 294,142 $12.0M
Public Sector Pension Investment Board 0.04% Add +3.4% 291,099 $11.7M
Loomis Sayles & Co. L P 0.02% Reduce -3.5% 287,585 $11.5M
Advisors Asset Management, Inc. 0.18% Reduce -5.1% 276,701 $11.1M
Trexquant Investment LP 0.08% Add +122.8% 269,734 $10.8M
Jacobs Levy Equity Management, Inc. 0.05% Add +7.7% 268,651 $10.8M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 265,539 $10.7M
RWC Asset Management LLP 0.46% Add +2.3% 255,371 $10.3M
Edgestream Partners, L.P. 0.31% Reduce -11.5% 237,641 $9.5M
Rhumbline Advisers 0.01% Reduce -0.6% 228,215 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.3% 226,820 $9.1M
Point72 Asset Management 0.02% Reduce -54.6% 210,257 $8.4M
Meiji Yasuda Asset Management Co Ltd. 0.41% New 206,368 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -18.2% 199,928 $8.1M
Bruce & Co., Inc. 2.31% No change 201,500 $8.1M
Voya Investment Management LLC 0.01% Reduce -8.2% 184,248 $7.4M
Engineers Gate Manager LP 0.09% Add +77.4% 183,043 $7.3M
Prudential Financial Inc. 0.01% Reduce -54.2% 171,131 $6.9M
Moody Aldrich Partners LLC 1.22% Reduce -1.0% 169,211 $6.8M
ProShare Advisors LLC 0.01% Add +0.1% 168,985 $6.8M
Voloridge Investment Management, LLC 0.03% Reduce -22.7% 166,047 $6.7M
Nordea Investment Management AB 0.01% New 165,934 $6.6M
Citadel Advisors 0.00% Reduce -32.9% 164,757 $6.6M
Swiss National Bank 0.00% Add +0.6% 160,900 $6.5M
CWA Asset Management Group, LLC 0.20% Add +19.2% 148,202 $5.9M
Renaissance Technologies 0.01% Reduce -31.8% 147,815 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -5.5% 144,237 $5.8M
HRT Financial LP 0.01% Reduce -24.9% 141,338 $5.7M
Tudor Investment Corporation 0.03% Reduce -52.0% 139,677 $5.6M
Martingale Asset Management L P 0.14% Add +12.3% 137,747 $5.5M
Segall Bryant & Hamill, LLC 0.08% Add +83.5% 137,216 $5.5M
Thrivent Financial for Lutherans 0.01% Add +95.2% 127,480 $5.1M
CSM Advisors, LLC 0.12% Add +9.7% 122,797 $4.9M
New York State Teachers Retirement System 0.01% Add +4.5% 122,356 $4.9M
Peregrine Capital Management LLC 0.18% Reduce -8.8% 121,902 $4.9M
Millennium Management 0.00% Reduce -48.8% 113,317 $4.5M
Public Employees Retirement System of Ohio 0.01% Add +0.0% 111,177 $4.5M
Northwest & Ethical Investments L.P. 0.10% Add +1.4% 107,924 $4.3M
Capital Fund Management S.A. 0.04% Add +1.5% 106,903 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +15.4% 100,401 $4.0M
California State Teachers Retirement System 0.00% Add +24.0% 95,327 $3.8M
Congress Asset Management Co. 0.03% Add +16.7% 92,177 $3.7M
Barclays PLC 0.00% Reduce -50.6% 90,439 $3.6M
Cerity Partners LLC 0.01% Add +192.9% 89,529 $3.6M
Alliancebernstein L.P. 0.00% Reduce -8.5% 87,509 $3.4M
Federated Hermes, Inc. 0.01% Add +3.7% 83,728 $3.4M
New Age Alpha Advisors, LLC 0.15% Reduce -3.6% 82,050 $3.3M
Bessemer Group Inc. 0.01% Add +0.3% 81,642 $3.3M
Deutsche Bank AG 0.00% Add +14.2% 79,848 $3.2M
Squarepoint Ops LLC 0.01% Add +148.9% 78,200 $3.1M
Stifel Financial Corp. 0.00% Reduce -6.5% 78,043 $3.1M
Quantinno Capital Management LP 0.01% Add +205.4% 73,821 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.9% 71,157 $2.9M
Magellan Asset Management Ltd 0.04% Add +29.9% 71,143 $2.9M
Mariner, LLC 0.00% Add +63.4% 68,525 $2.8M
Nisa Investment Advisors, LLC 0.01% Add +10.6% 68,501 $2.7M
Royal Bank of Canada 0.00% Reduce -14.5% 62,304 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -14.3% 62,306 $2.5M
XTX Topco Ltd 0.04% Add +169.2% 62,287 $2.5M
Vanguard Investments Australia, Ltd. 0.01% — 61,129 $2.5M
LPL Financial LLC 0.00% Add +2.2% 58,360 $2.3M
Wells Fargo & Company 0.00% Reduce -51.6% 58,105 $2.3M
Jupiter Asset Management Ltd. 0.01% New 58,057 $2.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 57,925 $2.3M
Exchange Traded Concepts, LLC 0.02% Reduce -0.9% 57,668 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +1.3% 53,406 $2.1M
Coldstream Capital Management Inc. 0.03% Reduce -13.0% 51,498 $2.1M
Ieq Capital, LLC 0.01% Reduce -3.3% 50,985 $2.0M
Russell Investments Group, Ltd. 0.00% Add +52.8% 50,879 $2.0M
Tidal Investments LLC 0.01% Add +14.6% 49,830 $2.0M
Corient Private Wealth LP 0.00% Add +824.4% 49,771 $2.0M
HighTower Advisors, LLC 0.00% Reduce -73.9% 48,488 $1.9M
Grace & White Inc. 0.35% Reduce -1.0% 48,400 $1.9M
Pathstone Holdings, LLC 0.01% Add +30.8% 47,341 $1.9M
North Star Investment Management Corp. 0.11% No change 46,000 $1.8M
Raymond James Financial Inc. 0.00% Add +3.1% 45,721 $1.8M
Picton Mahoney Asset Management 0.02% Add +115.7% 45,344 $1.8M
Elo Mutual Pension Insurance Co 0.03% Add +35.2% 45,072 $1.8M
Susquehanna International Group, LLP 0.00% Add +120.5% 45,009 $1.8M
MML Investors Services, LLC 0.01% Reduce -37.9% 44,566 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -2.3% 44,536 $1.8M
Citigroup Inc. 0.00% Reduce -25.2% 43,892 $1.8M
Gsa Capital Partners LLP 0.11% Reduce -40.8% 43,298 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -3.2% 42,660 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -8.7% 42,392 $1.7M
IMC-Chicago, LLC 0.03% New 42,115 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +41.1% 41,931 $1.7M
Quantbot Technologies LP 0.07% Add +477.8% 41,845 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 41,297 $1.7M
HSBC Holdings PLC 0.00% Reduce -28.5% 40,686 $1.6M
Wesbanco Bank Inc. 0.04% No change 40,400 $1.6M
Level Four Advisory Services, LLC 0.05% Reduce -10.9% 39,274 $1.6M
Nomura Asset Management International Inc. 0.00% New 39,000 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -29.8% 36,367 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +28.1% 36,110 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -3.2% 36,100 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 36,080 $1.4M
Dark Forest Capital Management LP 0.13% Reduce -73.8% 35,851 $1.4M
Acadian Asset Management LLC 0.00% Add +13.8% 35,836 $1.4M
Creative Planning 0.00% Add +41.6% 35,715 $1.4M
Macquarie Group Ltd. 0.01% Reduce -21.6% 35,448 $1.4M
Janus Henderson Group PLC 0.00% No change 35,430 $1.4M
South Dakota Investment Council 0.03% No change 35,382 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -23.5% 35,356 $1.4M
Natixis 0.01% Reduce -0.1% 34,899 $1.4M
Campbell & CO Investment Adviser LLC 0.08% Reduce -67.4% 34,193 $1.4M
Naples Global Advisors, LLC 0.10% Add +13.9% 34,050 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 33,950 $1.4M
Truist Financial Corp. 0.00% Reduce -10.8% 33,948 $1.4M
Aigen Investment Management, LP 0.35% Reduce -17.9% 33,533 $1.3M
Richards, Merrill & Peterson, Inc. 0.49% Reduce -2.0% 33,460 $1.3M
Vanguard Global Advisers, LLC 0.00% — 33,312 $1.3M
Osaic Holdings, Inc. 0.00% Add +1.0% 33,018 $1.3M
Van Eck Associates Corp. 0.00% Add +4.3% 32,791 $1.3M
Burney Co./ 0.04% Add +56.7% 32,357 $1.3M
Convergence Investment Partners, LLC 0.21% Reduce -0.4% 32,077 $1.3M
NFJ Investment Group, LLC 0.05% No change 31,997 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 31,945 $1.3M
Alps Advisors Inc. 0.01% Reduce -4.6% 30,691 $1.2M
WINTON GROUP Ltd 0.04% Reduce -0.6% 30,663 $1.2M
Glenmede Trust Co. NA 0.01% Add +2.9% 30,273 $1.2M
Horizon Investments, LLC 0.01% Reduce -10.7% 29,239 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.7% 28,607 $1.1M
Bridgeway Capital Management, LLC 0.02% Reduce -29.1% 28,000 $1.1M
Capstone Investment Advisors, LLC 0.01% New 27,484 $1.1M
SG Americas Securities, LLC 0.00% Add +0.7% 26,920 $1.1M
New York State Common Retirement Fund 0.00% No change 26,754 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Add +32.1% 25,631 $1.0M
Natixis Advisors, LLC 0.00% Add +5.4% 25,810 $1.0M
Greenland Capital Management LP 0.23% New 24,724 $992K
Kestra Investment Management, LLC 0.02% Add +67.4% 24,151 $969K
Harbor Capital Advisors, Inc. 0.08% Add +10.1% 24,026 $964K
Amalgamated Bank 0.01% Reduce -0.6% 23,429 $940K
Intech Investment Management LLC 0.01% Reduce -44.9% 22,936 $921K
Guggenheim Capital LLC 0.01% Reduce -15.4% 22,907 $919K
Neo Ivy Capital Management 0.24% Add +386.7% 22,754 $913K
Arizona State Retirement System 0.01% Reduce -1.3% 22,356 $897K
Hennessy Advisors Inc. 0.03% No change 22,272 $894K
Cetera Investment Advisers 0.00% Reduce -15.5% 22,261 $894K
Police & Firemen's Retirement System of New Jersey 0.01% No change 22,222 $892K
Mackenzie Financial Corp. 0.00% Add +2.1% 21,716 $872K
Yousif Capital Management, LLC 0.01% Reduce -1.1% 21,677 $870K
Benjamin Edwards Inc. 0.01% Reduce -9.0% 21,583 $866K
Fifth Third Bancorp 0.00% Add +2942.7% 21,542 $865K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $862K
Park Avenue Securities LLC 0.01% New 20,673 $830K
Teacher Retirement System of Texas 0.00% Reduce -25.0% 20,340 $816K
Occudo Quantitative Strategies LP 0.04% New 19,733 $811K
Teachers Retirement System of the State of Kentucky 0.01% No change 20,113 $807K
Apella Capital, LLC 0.01% Add +0.1% 19,194 $801K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.8% 19,881 $798K
Odyssean, LLC 0.28% Add +126.0% 19,218 $771K
Cwm, LLC 0.00% Add +39.4% 18,922 $760K
Oregon Public Employees Retirement Fund 0.01% No change 18,621 $747K
Twinbeech Capital LP 0.08% Reduce -71.9% 18,400 $739K
Bridgewater Associates 0.00% New 18,091 $726K
Bailard, Inc. 0.02% No change 17,800 $714K
Intrua Financial, LLC 0.07% Add +1.3% 17,196 $690K
Janney Montgomery Scott LLC 0.00% Reduce -6.7% 16,796 $674K
James Investment Research, Inc. 0.07% Add +0.5% 16,075 $645K
Navellier & Associates Inc. 0.07% Reduce -0.7% 15,810 $635K
Mercer Global Advisors Inc. 0.00% Add +30.7% 15,507 $622K
Pictet Asset Management Holding SA 0.00% No change 15,364 $617K
Summit Global Investments 0.04% Add +51.3% 15,131 $607K
Great Valley Advisor Group, Inc. 0.01% New 14,726 $591K
Canada Pension Plan Investment Board 0.00% No change 14,400 $578K
First Pacific Financial 0.07% Reduce -34.1% 13,655 $548K
Keybank National Association 0.00% Reduce -6.0% 13,331 $535K
Mangrove Partners Im, LLC 0.04% New 12,843 $516K
Schonfeld Strategic Advisors LLC 0.00% Reduce -76.7% 12,759 $512K
PNC Financial Services Group, Inc. 0.00% Add +0.9% 12,734 $511K
Wbi Investments, LLC 0.14% New 12,666 $508K
Millington Securities, LLC 0.14% — 12,666 $508K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.0% 12,521 $503K
Voleon Capital Management LP 0.01% Reduce -55.3% 12,501 $502K
Graham Capital Management, L.P. 0.02% Reduce -29.9% 12,460 $500K
Brooklyn Investment Group 0.02% New 12,412 $498K
Commonwealth Equity Services, LLC 0.00% Reduce -9.1% 12,402 $498K
Captrust Financial Advisors 0.00% Add +30.8% 12,386 $497K
Jones Financial Companies LLLP 0.00% Add +29.0% 12,411 $496K
MBM Wealth Consultants, LLC 0.11% Add +9.4% 12,328 $495K
Vise Technologies, Inc. 0.01% No change 12,811 $494K
Baird Financial Group, Inc. 0.00% Reduce -7.9% 12,287 $493K
AlphaGrep UK Ltd 0.14% Add +10.8% 12,104 $486K
Meeder Advisory Services, Inc. 0.02% Reduce -12.6% 12,028 $483K
Maryland State Retirement & Pension System 0.01% No change 11,856 $476K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.2% 11,705 $470K
Sowell Financial Services LLC 0.02% Reduce -6.5% 11,699 $470K
Daymark Wealth Partners, LLC 0.01% Add +2.6% 11,153 $448K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 10,694 $429K
US Bancorp \de 0.00% Reduce -9.8% 10,369 $416K
O'shaughnessy Asset Management, LLC 0.00% Add +0.4% 10,261 $412K
Moors & Cabot, Inc. 0.02% Reduce -0.4% 10,142 $407K
Merit Financial Group, LLC 0.00% Add +42.7% 9,921 $398K
D.A. Davidson & Co. 0.00% No change 9,860 $396K
Brevan Howard Capital Management LP 0.00% Reduce -77.8% 9,605 $386K
Tower Research Capital LLC (TRC) 0.01% Add +157.0% 9,523 $382K
Focus Partners Wealth 0.00% Reduce -44.2% 9,404 $377K
Mutual of America Capital Management LLC 0.00% Add +0.1% 9,312 $374K
Lido Advisors, LLC 0.00% Add +14.6% 9,099 $365K
Parcion Private Wealth LLC 0.02% Add +3.4% 9,037 $363K
Sequoia Financial Advisors, LLC 0.00% Add +4.5% 9,028 $362K
EntryPoint Capital, LLC 0.10% No change 8,905 $357K
Vestcor Inc 0.01% New 8,880 $356K
denkapparat Operations GmbH 0.15% No change 8,850 $355K
Kestra Advisory Services, LLC 0.00% Reduce -44.0% 8,846 $355K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.8% 8,672 $348K
AlphaCore Capital LLC 0.01% Reduce -13.5% 8,562 $344K
Quadrature Capital Ltd 0.00% New 8,459 $340K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 8,356 $335K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.9% 8,040 $332K
Los Angeles Capital Management LLC 0.00% Reduce -3.9% 8,213 $330K
Two Sigma Securities, LLC 0.04% New 8,161 $328K
Xponance LLC 0.00% Add +26.3% 8,105 $325K
Avant Financial Advisors LLC 0.23% No change 8,099 $325K
Personal Cfo Solutions, LLC 0.05% Reduce -3.9% 8,067 $324K
Principal Securities, Inc. 0.00% Reduce -10.7% 8,006 $321K
DRW Securities, LLC 0.02% Add +8.7% 7,876 $316K
Public Employees Retirement Association of Colorado 0.00% No change 7,828 $314K
Beacon Pointe Advisors, LLC 0.00% New 7,637 $307K
Neuberger Berman Group LLC 0.00% Add +18.0% 7,621 $306K
Venturi Wealth Management, LLC 0.01% Reduce -9.4% 7,567 $304K
State of Wyoming 0.04% Add +108.0% 7,441 $299K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.1% 7,331 $294K
First Citizens Bank & Trust Co. 0.01% Add +0.3% 7,174 $288K
Bank of Montreal 0.00% Add +15.5% 6,789 $273K
Integrated Wealth Concepts LLC 0.00% New 6,768 $272K
Ameritas Investment Partners, Inc. 0.01% No change 6,732 $270K
World Investment Advisors 0.00% Reduce -9.9% 6,594 $265K
STRS Ohio 0.00% No change 6,400 $257K
Asset Management One Co., Ltd. 0.00% No change 6,286 $252K
ZWJ Investment Counsel Inc. 0.01% No change 6,225 $250K
Evergreen Capital Management LLC 0.01% Reduce -1.5% 6,195 $249K
Cim Investment Management Inc. 0.07% New 6,140 $246K
Farther Finance Advisors, LLC 0.00% Add +51.5% 6,048 $246K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.7% 6,049 $243K
Atria Investments, Inc 0.00% Reduce -19.2% 5,876 $236K
IFM Investors Pty Ltd 0.00% New 5,830 $234K
Chelsea Counsel Co. 0.10% No change 5,600 $225K
Vision Capital Management, Inc. 0.03% Add +4.2% 5,581 $224K
Kiley Juergens Wealth Management, LLC 0.04% New 5,554 $223K
Journey Strategic Wealth LLC 0.01% New 5,529 $222K
Longboard Asset Management, LP 3.82% No change 5,506 $221K
DNB Asset Management AS 0.00% New 5,444 $219K
CIBC Asset Management Inc 0.00% Reduce -2.2% 5,115 $205K
Jane Street Group, LLC 0.00% Reduce -95.9% 5,105 $205K
Ensign Peak Advisors, Inc 0.00% No change 4,317 $173K
Rockefeller Capital Management L.P. 0.00% Add +5.0% 3,534 $142K
CDKV Holdings LLC 0.12% No change 3,498 $140K
Eurizon Capital SGR S.p.A. 0.00% No change 3,315 $135K
Dunhill Financial, LLC 0.03% Add +167250.0% 3,347 $134K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +47.0% 3,128 $126K
IFP Advisors, Inc 0.00% Add +7.8% 2,856 $115K
First Command Advisory Services, Inc. 0.00% No change 2,854 $115K
GAMMA Investing LLC 0.01% Add +46.4% 2,848 $114K
EverSource Wealth Advisors, LLC 0.00% Add +22.1% 2,782 $112K
Sterling Capital Management LLC 0.00% Reduce -85.5% 2,722 $109K
KBC Group NV 0.00% No change 2,538 $102K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +0.9% 2,426 $97K
ANTIPODES PARTNERS Ltd 0.00% No change 2,388 $96K
Allworth Financial LP 0.00% Add +11.1% 2,244 $90K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $61K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.9% 1,450 $58K
Hantz Financial Services, Inc. 0.00% Reduce -18.1% 1,431 $57K
Versant Capital Management, Inc 0.01% No change 1,379 $55K
Costello Asset Management, INC 0.02% Add +0.1% 1,251 $50K
Larson Financial Group LLC 0.00% Add +1.9% 1,203 $48K
Quadrant Capital Group LLC 0.00% Reduce -4.4% 1,108 $44K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $40K
Arax Advisory Partners 0.00% Add +96.0% 982 $40K
Wolverine Asset Management LLC 0.00% No change 967 $39K
Bayban 0.03% No change 900 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $36K
North Ridge Wealth Advisors, Inc. 0.02% No change 800 $32K
Group One Trading LLC 0.00% New 800 $32K
Simplex Trading, LLC 0.00% Reduce -70.0% 780 $31K
Transamerica Financial Advisors, LLC 0.00% Add +28.6% 774 $31K
Cedar Mountain Advisors, LLC 0.01% No change 769 $31K
Financial Perspectives, Inc 0.01% No change 768 $31K
Essential Partners LLC 0.01% Add +29.1% 700 $28K
Salomon & Ludwin, LLC 0.00% No change 670 $28K
Kemnay Advisory Services Inc. 0.00% Reduce -74.7% 676 $27K
UMB Bank, n.a. 0.00% Add +2.5% 653 $26K
Hilltop National Bank 0.01% No change 600 $24K
Delta Asset Management LLC 0.00% No change 600 $24K
Signaturefd, LLC 0.00% Add +20.9% 578 $23K
MAI Capital Management 0.00% Add +117.8% 562 $23K
Eastern Bank 0.00% Reduce -15.6% 542 $22K
Key Capital Management, INC 0.01% Add +289.6% 522 $21K
Princeton Global Asset Management LLC 0.00% Add +1.2% 506 $20K
Optiver Holding B.V. 0.00% Add +24.4% 505 $20K
Rothschild Investment LLC 0.00% Add +128.8% 492 $20K
AdvisorNet Financial, Inc 0.00% Reduce -13.8% 483 $19K
WealthCollab, LLC 0.01% Reduce -35.1% 406 $16K
Smartleaf Asset Management LLC 0.00% Reduce -53.5% 401 $16K
Glen Eagle Advisors, LLC 0.00% No change 400 $16K
IAG Wealth Partners, LLC 0.00% No change 400 $16K
Heritage Wealth Advisors 0.00% No change 400 $16K
Mather Group, Llc. 0.00% New 400 $16K
St Germain D J Co. Inc. 0.00% No change 378 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 363 $15K
Advisory Services Network, LLC 0.00% New 334 $13K
Root Financial Partners, LLC 0.00% Add +171.3% 331 $13K
GHP Investment Advisors, Inc. 0.00% No change 327 $13K
Capital Advisors, Ltd. LLC 0.00% No change 326 $13K
WPG Advisers, LLC 0.01% New 321 $13K
Bare Financial Services, Inc 0.00% Add +32.2% 242 $10K
Covestor Ltd 0.01% Add +4220.0% 216 $8K
Parallel Advisors, LLC 0.00% Add +47.7% 195 $8K
Lodestone Wealth Management LLC 0.00% Add +1.1% 191 $8K
Bell Investment Advisors, Inc 0.00% Reduce -8.8% 176 $7K
Parkside Financial Bank & Trust 0.00% No change 175 $7K
Assetmark, Inc. 0.00% Add +90.1% 173 $7K
Kilter Group LLC 0.00% Add +1266.7% 164 $7K
MassMutual Private Wealth & Trust, FSB 0.00% No change 162 $7K
Addison Advisors LLC 0.00% No change 133 $5K
Wilmington Savings Fund Society, FSB 0.00% Reduce -96.9% 128 $5K
Harbour Investments, Inc. 0.00% Add +15.6% 126 $5K
Smithfield Trust Co 0.00% No change 120 $5K
C M Bidwell & Associates Ltd. 0.00% No change 115 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +161.9% 110 $4K
Hughes Financial Services, LLC 0.00% No change 102 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
Trust Co 0.00% No change 100 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $4K
Brown Brothers Harriman & Co. 0.00% No change 87 $3K
CVA Family Office, LLC 0.00% New 75 $3K
Asset Dedication, LLC 0.00% No change 66 $3K
Key Financial Inc 0.00% No change 62 $2K
True Wealth Design, LLC 0.00% No change 58 $2K
Fortitude Family Office, LLC 0.00% Reduce -64.2% 58 $2K
JPL Wealth Management, LLC 0.00% New 54 $2K
Farmers & Merchants Investments Inc. 0.00% No change 49 $2K
Private Trust Co. NA 0.00% No change 46 $2K
Caitlin John, LLC 0.00% No change 43 $2K
Ares Financial Consulting, LLC 0.00% No change 41 $2K
Rossby Financial, LCC 0.00% No change 41 $2K
Blue Trust, Inc. 0.00% Add +280.0% 38 $2K
Investors Portfolio Services LLC 0.00% New 30 $1K
Cornerstone Financial Management LLC 0.00% No change 29 $1K
Signature Equity Partners, LLC 0.00% No change 29 $1K
Cornerstone Planning Group LLC 0.00% No change 22 $901
JFS Wealth Advisors, LLC 0.00% Reduce -61.1% 21 $843
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $803
Manchester Capital Management LLC 0.00% No change 19 $763
Stone House Investment Management, LLC 0.00% New 19 $763
Huntington National Bank 0.00% No change 17 $682
Wall Street Financial Group, Inc. 0.00% New 16 $642
Gilpin Wealth Management, LLC 0.00% Add +36.4% 15 $603
Private Wealth Management Group, LLC 0.00% Reduce -40.0% 15 $603
Inspire Investing, LLC 0.00% No change 14 $581
Truvestments Capital LLC 0.00% New 14 $562
Physician Wealth Advisors, Inc. 0.00% Reduce -66.7% 13 $522
Bay Harbor Wealth Management, LLC 0.00% Add +116.7% 13 $521
Ankerstar Wealth, LLC 0.00% No change 12 $482
SJS Investment Consulting Inc. 0.00% Add +100.0% 10 $402
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $402
SBI Securities Co., Ltd. 0.00% Add +250.0% 7 $281
Vermillion Wealth Management, Inc. 0.00% New 6 $241
Atlantic Union Bankshares Corp 0.00% New 6 $241
Graney & King, LLC 0.00% No change 5 $204
Rialto Wealth Management, LLC 0.00% Reduce -40.0% 3 $121
HFM Investment Advisors, LLC 0.00% No change 3 $120
Raffa Wealth Management, LLC 0.00% New 1 $40
Curio Wealth, LLC 0.00% New 1 $40

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