AvistaAVA

13F holders, Q2 2026 (June 30)
419holders +14
48new positions
35sold out
8famous investors
$40.91avg. 13F price*

At the end of Q2 2026, 419 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 14 from Q1 2026. 48 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($605.4M), Vanguard Portfolio Management LLC ($294.8M) and State Street Corp. ($220.5M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$105.1M
Exits35$42.5M

All 13F filers, Q1 2026 → Q2 2026: 7,897,559 shares bought and 4,130,668 shares sold, net +3,766,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 419 holders

BlackRock, Inc. 0.01% Add +3.9% 14,799,513 $605.4M
Vanguard Portfolio Management LLC 0.01% Add +3.2% 7,205,516 $294.8M
State Street Corp. 0.01% Add +4.8% 5,389,253 $220.5M
Vanguard Capital Management LLC 0.00% Add +1.9% 3,762,419 $153.9M
ATLAS Infrastructure Partners (UK) Ltd. 2.84% New 2,291,179 $93.7M
Geode Capital Management, LLC 0.00% Add +7.8% 2,221,813 $90.9M
Westwood Holdings Group Inc. 0.61% Reduce -21.9% 1,981,325 $81.1M
Dimensional Fund Advisors LP 0.01% Add +1.1% 1,533,324 $62.7M
Morgan Stanley 0.00% Reduce -11.7% 1,499,695 $61.4M
Invesco Ltd. 0.00% Add +8.5% 1,417,093 $58.0M
Two Sigma Investments, LP 0.04% Add +22.3% 1,242,432 $50.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.3% 1,163,537 $47.6M
First Trust Advisors LP 0.02% Reduce -7.7% 951,702 $38.9M
Bank of New York Mellon Corp 0.01% Add +1.9% 926,876 $37.9M
UBS Group AG 0.01% Add +98.8% 900,743 $36.8M
Northern Trust Corp. 0.00% Add +9.7% 885,239 $36.2M
Hotchkis & Wiley Capital Management LLC 0.10% Add +4.4% 875,799 $35.8M
Victory Capital Management Inc. 0.02% Add +15.5% 852,868 $34.9M
Goldman Sachs Group Inc. 0.00% Reduce -22.3% 777,799 $31.8M
Algert Global LLC 0.36% Add +15.8% 739,725 $30.3M
AQR Capital Management 0.01% Add +100.2% 702,491 $28.7M
GAMCO Investors 0.23% Add +15.8% 636,317 $26.0M
Qube Research & Technologies Ltd 0.03% Reduce -15.7% 612,191 $25.0M
Old Republic International Corp. 0.92% No change 597,500 $24.5M
Nuveen, LLC 0.01% Add +24.8% 591,581 $24.2M
Vanguard Fiduciary Trust Co. 0.00% Add +4.3% 547,460 $22.4M
FMR LLC 0.00% Add +1.4% 537,811 $22.0M
D. E. Shaw & Co. 0.01% Reduce -14.5% 516,882 $21.1M
LSV Asset Management 0.04% Reduce -0.3% 514,811 $21.1M
Principal Financial Group Inc. 0.01% Add +2.5% 503,979 $20.6M
Sei Investments Co. 0.02% Reduce -6.4% 498,596 $20.4M
Gabelli Funds LLC 0.13% Add +4.2% 492,242 $20.1M
Legal & General Group Plc 0.00% Add +0.9% 475,814 $19.5M
Bridgewater Associates 0.08% Add +2508.9% 471,986 $19.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.9% 449,741 $18.4M
Franklin Resources Inc. 0.00% Add +9.7% 402,468 $16.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +888.5% 315,793 $12.9M
Ameriprise Financial Inc. 0.00% Add +18.8% 315,532 $12.9M
Bank of America Corp. 0.00% Reduce -25.8% 306,408 $12.5M
Sound Income Strategies, LLC 0.55% Add +2.4% 301,293 $12.3M
Kennedy Capital Management LLC 0.21% Reduce -2.8% 292,804 $12.0M
Nuance Investments, LLC 2.01% Reduce -20.4% 289,030 $11.8M
Loomis Sayles & Co. L P 0.01% Reduce -0.6% 285,996 $11.7M
Public Sector Pension Investment Board 0.03% Reduce -2.5% 283,860 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -18.9% 278,016 $11.4M
Congress Asset Management Co. 0.07% Add +196.7% 273,449 $11.2M
Advisors Asset Management, Inc. 0.17% Reduce -1.5% 272,544 $11.1M
Renaissance Technologies 0.01% Add +80.4% 266,700 $10.9M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -1.5% 264,691 $10.8M
HRT Financial LP 0.02% Add +66.7% 235,565 $9.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.3% 229,693 $9.4M
Norges Bank 0.00% — 218,650 $8.9M
RWC Asset Management LLP 0.37% Reduce -15.2% 216,488 $8.9M
Man Group plc 0.02% Reduce -51.2% 212,181 $8.7M
Meiji Yasuda Asset Management Co Ltd. 0.39% Add +2.6% 211,704 $8.7M
Rhumbline Advisers 0.01% Reduce -7.7% 210,758 $8.6M
JPMorgan Chase & Co. 0.00% Add +1.4% 202,653 $8.5M
Prudential Financial Inc. 0.01% Add +20.9% 206,971 $8.5M
Bruce & Co., Inc. 2.21% Reduce -0.7% 200,000 $8.2M
American Century Companies Inc. 0.00% Reduce -40.0% 194,163 $7.9M
Trexquant Investment LP 0.05% Reduce -29.1% 191,125 $7.8M
Voya Investment Management LLC 0.01% Reduce -6.0% 173,198 $7.1M
ProShare Advisors LLC 0.01% Add +1.0% 170,644 $7.0M
CWA Asset Management Group, LLC 0.21% Add +13.2% 167,764 $6.9M
Millennium Management 0.00% Add +46.2% 165,625 $6.8M
Swiss National Bank 0.00% Add +2.9% 165,600 $6.8M
Edgestream Partners, L.P. 0.19% Reduce -35.1% 154,222 $6.3M
Martingale Asset Management L P 0.15% Add +10.7% 152,458 $6.2M
CSM Advisors, LLC 0.12% Add +15.7% 142,029 $5.8M
Moody Aldrich Partners LLC 0.98% Reduce -21.5% 132,898 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -8.6% 131,868 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.0% 127,431 $5.2M
Citigroup Inc. 0.00% Add +176.6% 121,399 $5.0M
New York State Teachers Retirement System 0.01% Reduce -1.9% 120,095 $4.9M
T. Rowe Price Associates Inc. 0.00% Add +18.2% 118,709 $4.9M
Peregrine Capital Management LLC 0.15% Reduce -8.0% 112,101 $4.6M
Cerity Partners LLC 0.01% Add +16.6% 104,357 $4.3M
Public Employees Retirement System of Ohio 0.01% Reduce -6.6% 103,875 $4.2M
Mariner, LLC 0.00% Add +50.7% 103,297 $4.2M
Wells Fargo & Company 0.00% Add +75.5% 102,004 $4.2M
Alliancebernstein L.P. 0.00% Add +14.8% 100,419 $4.0M
Segall Bryant & Hamill, LLC 0.05% Reduce -30.7% 95,120 $3.9M
Engineers Gate Manager LP 0.05% Reduce -48.2% 94,763 $3.9M
Ieq Capital, LLC 0.02% Add +85.7% 94,667 $3.9M
California State Teachers Retirement System 0.00% Reduce -1.5% 93,907 $3.8M
Russell Investments Group, Ltd. 0.00% Add +82.0% 92,626 $3.8M
Deutsche Bank AG 0.00% Add +14.5% 91,421 $3.7M
Dark Forest Capital Management LP 0.24% Add +150.8% 89,904 $3.7M
New Age Alpha Advisors, LLC 0.15% Add +5.4% 86,498 $3.5M
Quantinno Capital Management LP 0.00% Add +13.9% 84,054 $3.4M
Point72 Asset Management 0.01% Reduce -60.8% 82,508 $3.4M
Bessemer Group Inc. 0.00% Add +0.5% 82,082 $3.4M
Nisa Investment Advisors, LLC 0.01% Add +13.2% 77,555 $3.2M
Federated Hermes, Inc. 0.00% Reduce -11.3% 74,305 $3.0M
CANADA LIFE ASSURANCE Co 0.00% Add +0.1% 71,222 $2.9M
Magellan Asset Management Ltd 0.06% Reduce -0.3% 70,956 $2.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +20.9% 70,044 $2.9M
Northwest & Ethical Investments L.P. 0.07% Reduce -35.6% 69,517 $2.8M
Capital Fund Management S.A. 0.02% Reduce -38.0% 66,266 $2.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +93.2% 65,578 $2.7M
Stifel Financial Corp. 0.00% Reduce -16.9% 64,862 $2.7M
Vanguard Investments Australia, Ltd. 0.01% Add +5.0% 64,202 $2.6M
Pathstone Holdings, LLC 0.01% Add +32.0% 62,501 $2.6M
Royal Bank of Canada 0.00% Reduce -2.5% 60,772 $2.5M
Barclays PLC 0.00% Reduce -34.1% 59,569 $2.4M
Exchange Traded Concepts, LLC 0.01% Add +2.2% 58,920 $2.4M
Creative Planning 0.00% Add +63.3% 58,325 $2.4M
Quantbot Technologies LP 0.09% Add +38.3% 57,861 $2.4M
Wesbanco Bank Inc. 0.06% Add +39.6% 56,400 $2.3M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -10.9% 55,491 $2.3M
Corient Private Wealth LP 0.00% Add +11.2% 55,324 $2.3M
Macquarie Group Ltd. 0.01% Add +45.6% 51,609 $2.1M
LPL Financial LLC 0.00% Reduce -12.4% 51,109 $2.1M
BNP Paribas Financial Markets 0.00% Add +35.8% 49,391 $2.0M
Brevan Howard Capital Management LP 0.03% Add +411.6% 49,137 $2.0M
MetLife Investment Management, LLC 0.01% Add +9.6% 48,821 $2.0M
Coldstream Capital Management Inc. 0.03% Reduce -5.5% 48,641 $2.0M
Grace & White Inc. 0.32% No change 48,400 $2.0M
MML Investors Services, LLC 0.00% Add +8.1% 48,184 $2.0M
Acadian Asset Management LLC 0.00% Add +32.3% 47,402 $1.9M
HighTower Advisors, LLC 0.00% Reduce -2.6% 47,236 $1.9M
North Star Investment Management Corp. 0.10% No change 46,000 $1.9M
Raymond James Financial Inc. 0.00% Reduce -0.4% 45,542 $1.9M
Allianz Asset Management GmbH 0.00% New 44,339 $1.8M
Elo Mutual Pension Insurance Co 0.02% Reduce -2.7% 43,858 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +17.6% 42,463 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -3.9% 40,738 $1.7M
State of Tennessee, Department of Treasury 0.00% Reduce -4.8% 39,917 $1.6M
Assenagon Asset Management S.A. 0.00% New 39,860 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +55.8% 39,934 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +9.6% 39,529 $1.6M
Nomura Asset Management International Inc. 0.00% No change 39,000 $1.6M
Tidal Investments LLC 0.00% Reduce -22.1% 38,804 $1.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -28.2% 38,334 $1.6M
Kestra Investment Management, LLC 0.03% Add +57.8% 38,106 $1.6M
Odyssean, LLC 0.25% Add +97.2% 37,891 $1.6M
Naples Global Advisors, LLC 0.09% Add +7.0% 36,425 $1.5M
Louisiana State Employees Retirement System 0.02% Add +0.3% 36,200 $1.5M
State of Wisconsin Investment Board 0.00% Add +1.3% 35,800 $1.5M
Jupiter Topco LLC 0.00% — 35,430 $1.4M
Van Eck Associates Corp. 0.00% Add +6.4% 34,898 $1.4M
Natixis 0.01% Reduce -1.4% 34,417 $1.4M
Burney Co./ 0.04% Add +5.4% 34,093 $1.4M
Osaic Holdings, Inc. 0.00% Add +3.1% 34,038 $1.4M
South Dakota Investment Council 0.02% Reduce -4.5% 33,782 $1.4M
Graham Capital Management, L.P. 0.05% Add +165.8% 33,118 $1.4M
Glenmede Trust Co. NA 0.01% Add +8.9% 32,969 $1.3M
Summit Global Investments 0.07% Add +115.0% 32,535 $1.3M
Alps Advisors Inc. 0.01% Add +3.0% 31,624 $1.3M
Convergence Investment Partners, LLC 0.12% Reduce -1.7% 31,521 $1.3M
Vanguard Global Advisers, LLC 0.00% Reduce -6.2% 31,263 $1.3M
Gsa Capital Partners LLP 0.08% Reduce -29.2% 30,643 $1.3M
WINTON GROUP Ltd 0.04% Reduce -0.1% 30,633 $1.3M
Mercer Global Advisors Inc. 0.00% Add +97.5% 30,618 $1.3M
Richards, Merrill & Peterson, Inc. 0.39% Reduce -11.2% 29,712 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -30.4% 29,697 $1.2M
New York State Common Retirement Fund 0.00% Add +10.5% 29,554 $1.2M
Level Four Advisory Services, LLC 0.03% Reduce -28.5% 28,078 $1.1M
Natixis Advisors, LLC 0.00% Add +7.1% 27,643 $1.1M
Canada Pension Plan Investment Board 0.00% Add +91.7% 27,600 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.4% 27,354 $1.1M
Intech Investment Management LLC 0.01% Add +14.8% 26,331 $1.1M
Truist Financial Corp. 0.00% Reduce -24.1% 25,757 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +27.0% 25,251 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +11.4% 24,767 $1.0M
Harbor Capital Advisors, Inc. 0.07% Reduce -1.2% 23,737 $971K
Vestcor Inc 0.02% Add +165.1% 23,537 $963K
Wealth Enhancement Advisory Services, LLC 0.00% Add +185.4% 22,943 $961K
STRS Ohio 0.00% Add +259.4% 23,000 $941K
Hennessy Advisors Inc. 0.03% Add +2.7% 22,872 $936K
Arizona State Retirement System 0.00% Add +1.9% 22,775 $932K
Dynamic Technology Lab Private Ltd 0.21% New 22,526 $922K
Amalgamated Bank 0.01% Reduce -5.1% 22,234 $910K
Horizon Investments, LLC 0.01% Reduce -24.8% 22,002 $900K
Yousif Capital Management, LLC 0.01% Add +1.0% 21,889 $895K
State Board of Administration of Florida Retirement System 0.00% No change 21,482 $879K
Navellier & Associates Inc. 0.07% Add +34.9% 21,329 $873K
Fifth Third Bancorp 0.00% Reduce -1.8% 21,152 $865K
Guggenheim Capital LLC 0.01% Reduce -7.9% 21,107 $863K
Teachers Retirement System of the State of Kentucky 0.01% No change 20,113 $822K
Teacher Retirement System of Texas 0.00% Reduce -3.3% 19,660 $804K
Captrust Financial Advisors 0.00% Add +58.6% 19,640 $803K
Evergreen Capital Management LLC 0.01% Add +216.4% 19,602 $802K
Apella Capital, LLC 0.01% Reduce -0.1% 19,181 $791K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -54.2% 18,910 $774K
Oregon Public Employees Retirement Fund 0.01% Add +1.1% 18,821 $770K
Janney Montgomery Scott LLC 0.00% Add +10.8% 18,617 $762K
Cetera Investment Advisers 0.00% Reduce -16.5% 18,589 $760K
Bailard, Inc. 0.01% No change 17,800 $728K
Vise Technologies, Inc. 0.01% Add +37.8% 17,652 $722K
Intrua Financial, LLC 0.07% Reduce -0.1% 17,183 $703K
Benjamin Edwards Inc. 0.01% Reduce -20.9% 17,070 $699K
SG Americas Securities, LLC 0.00% Reduce -36.9% 17,001 $696K
Treasurer of the State of North Carolina 0.00% New 16,986 $695K
Jain Global LLC 0.01% New 16,792 $687K
Park Avenue Securities LLC 0.00% Reduce -19.8% 16,579 $678K
James Investment Research, Inc. 0.07% No change 16,075 $658K
Pictet Asset Management Holding SA 0.00% Add +3.2% 15,850 $648K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +383.5% 15,125 $619K
Citadel Advisors 0.00% Reduce -90.9% 15,057 $616K
Keybank National Association 0.00% Add +10.9% 14,791 $605K
Great Valley Advisor Group, Inc. 0.01% No change 14,726 $602K
Mackenzie Financial Corp. 0.00% Reduce -33.7% 14,406 $589K
Jones Financial Companies LLLP 0.00% Add +11.7% 13,865 $579K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +30.8% 13,985 $572K
MBM Wealth Consultants, LLC 0.11% Add +13.3% 13,970 $572K
Commonwealth Equity Services, LLC 0.00% Add +8.5% 13,459 $551K
Merit Financial Group, LLC 0.00% Add +34.5% 13,348 $546K
Occudo Quantitative Strategies LP 0.03% Reduce -32.5% 13,325 $545K
PNC Financial Services Group, Inc. 0.00% Add +2.9% 13,098 $536K
Focus Partners Wealth 0.00% Add +33.3% 12,539 $513K
Sterling Capital Management LLC 0.01% Add +357.8% 12,462 $510K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.0% 12,395 $507K
Baird Financial Group, Inc. 0.00% No change 12,287 $503K
Inspire Advisors, LLC 0.03% New 12,257 $501K
Maryland State Retirement & Pension System 0.01% Add +1.2% 12,002 $491K
Daymark Wealth Partners, LLC 0.01% Add +5.2% 11,736 $480K
Aigen Investment Management, LP 0.13% Reduce -65.2% 11,655 $477K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.3% 11,438 $468K
Parcion Private Wealth LLC 0.03% Add +22.6% 11,075 $453K
Meeder Advisory Services, Inc. 0.02% Reduce -8.0% 11,065 $453K
Meeder Asset Management Inc. 0.02% New 10,613 $434K
Integrated Wealth Concepts LLC 0.00% Add +56.5% 10,591 $433K
Mirabella Financial Services LLP 0.05% New 10,439 $427K
Moors & Cabot, Inc. 0.02% Add +2.3% 10,370 $424K
US Bancorp \de 0.00% Reduce -4.5% 9,900 $405K
Neuberger Berman Group LLC 0.00% Add +29.3% 9,855 $403K
Lido Advisors, LLC 0.00% Add +7.8% 9,805 $401K
Swiss Life Asset Management Ltd 0.00% New 9,485 $388K
Mutual of America Capital Management LLC 0.00% Add +1.6% 9,465 $387K
First Pacific Financial 0.05% Reduce -31.4% 9,362 $383K
Sequoia Financial Advisors, LLC 0.00% Add +2.6% 9,261 $379K
Twinbeech Capital LP 0.07% Reduce -50.6% 9,093 $372K
EntryPoint Capital, LLC 0.09% No change 8,905 $364K
D.A. Davidson & Co. 0.00% Reduce -10.1% 8,863 $363K
denkapparat Operations GmbH 0.12% No change 8,850 $362K
Sowell Financial Services LLC 0.01% Reduce -24.6% 8,824 $361K
Xponance LLC 0.00% Add +8.8% 8,821 $361K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -0.7% 8,616 $352K
Holocene Advisors, LP 0.00% New 8,521 $349K
Kestra Advisory Services, LLC 0.00% Reduce -4.3% 8,462 $346K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 8,356 $342K
HB Wealth Management, LLC 0.00% New 8,311 $340K
Avant Financial Advisors LLC 0.21% No change 8,099 $331K
AlphaCore Capital LLC 0.01% Reduce -6.5% 8,006 $328K
Public Employees Retirement Association of Colorado 0.00% No change 7,828 $320K
Venturi Wealth Management, LLC 0.01% Add +3.3% 7,820 $320K
Counterpoint Mutual Funds LLC 0.03% New 7,780 $318K
MQS Management LLC 0.38% New 7,664 $314K
Verity Asset Management, Inc. 0.12% New 7,653 $313K
Ameritas Investment Partners, Inc. 0.01% Add +13.2% 7,621 $312K
Brighton Jones LLC 0.01% New 7,438 $304K
AlphaGrep UK Ltd 0.09% Reduce -40.0% 7,264 $297K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.3% 7,230 $296K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.9% 7,192 $294K
First Citizens Bank & Trust Co. 0.00% Reduce -2.0% 7,030 $288K
Bank of Montreal 0.00% Add +3.4% 7,017 $287K
111 Capital 0.05% New 6,992 $286K
Boothbay Fund Management, LLC 0.01% New 6,797 $278K
Susquehanna International Group, LLP 0.00% Reduce -85.0% 6,761 $277K
Personal Cfo Solutions, LLC 0.04% Reduce -18.7% 6,561 $268K
Tower Research Capital LLC (TRC) 0.01% Reduce -31.1% 6,558 $268K
Atria Investments, Inc 0.00% Add +9.0% 6,403 $262K
Principal Securities, Inc. 0.00% Reduce -20.1% 6,394 $262K
Inspire Investing, LLC 0.01% Add +45471.4% 6,380 $261K
Arax Advisory Partners 0.00% Add +549.7% 6,380 $261K
Nykredit A/S 0.00% — 6,335 $259K
Farther Finance Advisors, LLC 0.00% Add +3.1% 6,233 $255K
Crossmark Global Holdings, Inc. 0.00% No change 6,049 $247K
Atom Investors LP 0.02% New 5,919 $242K
IFM Investors Pty Ltd 0.00% No change 5,830 $239K
Asset Management One Co., Ltd. 0.00% Reduce -9.6% 5,680 $232K
Chelsea Counsel Co. 0.10% No change 5,600 $229K
Vision Capital Management, Inc. 0.03% Add +0.2% 5,591 $229K
Kiley Juergens Wealth Management, LLC 0.04% Add +0.2% 5,567 $228K
World Investment Advisors 0.00% Reduce -14.9% 5,612 $225K
Longboard Asset Management, LP 3.78% No change 5,506 $225K
Quadrature Capital Ltd 0.00% Reduce -35.5% 5,454 $223K
DNB Asset Management AS 0.00% No change 5,444 $223K
ExodusPoint Capital Management, LP 0.00% New 5,426 $222K
&partners 0.00% New 5,376 $220K
CIBC Asset Management Inc 0.00% Add +2.6% 5,248 $215K
Aquatic Capital Management LLC 0.01% New 5,100 $209K
State of Wyoming 0.02% Reduce -33.1% 4,978 $204K
CIBC Bancorp USA Inc. 0.00% New 4,946 $202K
Ensign Peak Advisors, Inc 0.00% No change 4,317 $177K
IFP Advisors, Inc 0.00% Add +47.9% 4,225 $173K
Allworth Financial LP 0.00% Add +75.5% 3,938 $161K
Eurizon Capital SGR S.p.A. 0.00% Add +7.1% 3,551 $147K
CDKV Holdings LLC 0.11% No change 3,498 $143K
Trust Co. of Vermont 0.01% — 3,494 $143K
Dunhill Financial, LLC 0.03% No change 3,347 $137K
Hantz Financial Services, Inc. 0.00% Add +132.9% 3,333 $136K
GAMMA Investing LLC 0.00% Add +7.4% 3,060 $125K
First Command Advisory Services, Inc. 0.00% No change 2,854 $117K
KBC Group NV 0.00% No change 2,538 $104K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.6% 2,537 $104K
Compass Financial Management LLC 0.01% — 2,103 $86K
Rockefeller Capital Management L.P. 0.00% Reduce -41.0% 2,085 $85K
EverSource Wealth Advisors, LLC 0.00% Reduce -30.4% 1,935 $79K
Amova Asset Management Americas, Inc. 0.00% New 1,898 $78K
Colonial Trust Co / SC 0.01% New 1,754 $72K
Signaturefd, LLC 0.00% Add +188.4% 1,667 $68K
Bayforest Capital Ltd 0.06% New 1,592 $65K
Versant Capital Management, Inc 0.01% Add +13.5% 1,565 $64K
ANTIPODES PARTNERS Ltd 0.00% Reduce -34.5% 1,565 $64K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $61K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.5% 1,414 $58K
Costello Asset Management, INC 0.02% Add +0.2% 1,253 $51K
Larson Financial Group LLC 0.00% Add +1.1% 1,216 $50K
Essential Partners LLC 0.02% Add +49.0% 1,043 $43K
Global Retirement Partners, LLC 0.00% — 1,016 $42K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $41K
Wolverine Asset Management LLC 0.00% No change 967 $40K
Bayban 0.03% No change 900 $37K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $37K
Rothschild Investment LLC 0.00% Add +69.7% 835 $34K
Salomon & Ludwin, LLC 0.00% Add +25.7% 842 $34K
Group One Trading LLC 0.00% No change 800 $33K
Cedar Mountain Advisors, LLC 0.01% No change 769 $31K
Financial Perspectives, Inc 0.01% No change 768 $31K
UMB Bank, n.a. 0.00% Add +9.7% 716 $29K
Buck Wealth Strategies, LLC 0.00% New 639 $26K
Optiver Holding B.V. 0.00% Add +24.2% 627 $26K
Kemnay Advisory Services Inc. 0.00% Reduce -7.5% 625 $26K
Delta Asset Management LLC 0.00% No change 600 $25K
Transamerica Financial Advisors, LLC 0.00% Reduce -22.7% 598 $24K
Simplex Trading, LLC 0.00% Reduce -26.7% 572 $23K
Eastern Bank 0.00% No change 542 $22K
WPG Advisers, LLC 0.01% Add +62.3% 521 $21K
Princeton Global Asset Management LLC 0.00% Add +1.2% 512 $21K
Aster Capital Management (DIFC) Ltd 0.00% New 502 $21K
Hilltop National Bank 0.00% Reduce -16.7% 500 $20K
AdvisorNet Financial, Inc 0.00% No change 483 $20K
Bare Financial Services, Inc 0.00% Add +74.0% 421 $17K
WealthCollab, LLC 0.01% No change 406 $17K
Smartleaf Asset Management LLC 0.00% No change 401 $17K
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
Fiduciary Financial Advisors 0.00% New 386 $16K
St Germain D J Co. Inc. 0.00% No change 378 $15K
Steward Partners Investment Advisory, LLC 0.00% New 349 $14K
GHP Investment Advisors, Inc. 0.00% No change 327 $13K
Capital Advisors, Ltd. LLC 0.00% No change 326 $13K
Los Angeles Capital Management LLC 0.00% Reduce -96.6% 280 $11K
Highland Investment Advisors LLC 0.00% — 277 $11K
Parallel Advisors, LLC 0.00% Add +33.9% 261 $11K
Covestor Ltd 0.01% Add +14.8% 248 $10K
SJS Investment Consulting Inc. 0.00% Add +2080.0% 218 $9K
Lodestone Wealth Management LLC 0.00% Add +1.1% 193 $8K
Kilter Group LLC 0.00% Add +15.8% 190 $8K
Parkside Financial Bank & Trust 0.00% No change 175 $7K
Assetmark, Inc. 0.00% No change 173 $7K
MassMutual Private Wealth & Trust, FSB 0.00% No change 162 $7K
Bell Investment Advisors, Inc 0.00% Reduce -8.5% 161 $7K
Caitong International Asset Management Co., Ltd 0.00% New 140 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 128 $5K
Harbour Investments, Inc. 0.00% Add +1.6% 128 $5K
Smithfield Trust Co 0.00% No change 120 $5K
C M Bidwell & Associates Ltd. 0.00% No change 115 $5K
True Wealth Design, LLC 0.00% Add +93.1% 112 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +0.9% 111 $5K
Hughes Financial Services, LLC 0.00% Add +1.0% 103 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
Trust Co 0.00% No change 100 $4K
Key Capital Management, INC 0.00% Reduce -81.4% 97 $4K
Silver Grove Financial Group, Inc. 0.00% New 90 $4K
CVA Family Office, LLC 0.00% Add +20.0% 90 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $4K
Brown Brothers Harriman & Co. 0.00% No change 87 $4K
Clearstead Advisors, LLC 0.00% New 81 $3K
Anchor Investment Management, LLC 0.00% New 80 $3K
Asset Dedication, LLC 0.00% No change 66 $3K
JFS Wealth Advisors, LLC 0.00% Add +214.3% 66 $3K
Key Financial Inc 0.00% No change 62 $3K
Quarry LP 0.00% New 61 $2K
Fortitude Family Office, LLC 0.00% No change 58 $2K
JPL Wealth Management, LLC 0.00% No change 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% Add +2.3% 44 $2K
Ares Financial Consulting, LLC 0.00% No change 41 $2K
Rossby Financial, LCC 0.00% No change 41 $2K
Atlantic Union Bankshares Corp 0.00% Add +566.7% 40 $2K
Blue Trust, Inc. 0.00% Add +2.6% 39 $2K
Horizon Financial Services, LLC 0.00% New 36 $1K
Signature Equity Partners, LLC 0.00% Add +17.2% 34 $1K
SBI Securities Co., Ltd. 0.00% Add +357.1% 32 $1K
Investors Portfolio Services LLC 0.00% No change 30 $1K
Cornerstone Financial Management LLC 0.00% No change 29 $1K
Ameriflex Group, Inc. 0.00% New 28 $1K
Cornerstone Planning Group LLC 0.00% No change 22 $929
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 20 $818
Manchester Capital Management LLC 0.00% No change 19 $778
Stone House Investment Management, LLC 0.00% No change 19 $777
Gilpin Wealth Management, LLC 0.00% Add +13.3% 17 $696
Huntington National Bank 0.00% No change 17 $695
Creative Capital Management Investments LLC 0.00% New 16 $655
Private Wealth Management Group, LLC 0.00% No change 15 $614
Physician Wealth Advisors, Inc. 0.00% No change 13 $532
Plante Moran Financial Advisors, LLC 0.00% New 13 $532
Fulcrum Asset Management LLP 0.00% New 12 $495
Ankerstar Wealth, LLC 0.00% No change 12 $491
Bay Harbor Wealth Management, LLC 0.00% Reduce -7.7% 12 $491
Financial Consulate, Inc. 0.00% New 10 $410
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $410
HFM Investment Advisors, LLC 0.00% Add +133.3% 7 $287
Creative Financial Designs Inc. 0.00% New 7 $286
Graney & King, LLC 0.00% No change 5 $210
Davis Capital Management 0.00% New 5 $205
LRI Investments, LLC 0.00% New 4 $164
Rialto Wealth Management, LLC 0.00% No change 3 $123
DecisionPoint Financial, LLC 0.00% New 2 $82
Raffa Wealth Management, LLC 0.00% No change 1 $41
Maryland Capital Advisors Inc. 0.00% — 1 $41
Avion Wealth 0.00% New 13 $0
Evolution Advisers, Inc. 0.00% New 14 $0
Navigoe, LLC 0.00% New 2 $0

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