# AVISTA CORP (AVA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVA/

- Reporting holders: 11
- Reported value: $23.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $11.6M | 331,090 | 0.1% | 17 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $11.0M | 310,749 | 0.5% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $680.8K | 19,324 | 0.0% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $164.7K | 4,692 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $163.9K | 4,670 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $119.7K | 3,411 | 0.0% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $19.0K | 542 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.3K | 151 | 0.0% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.3K | 67 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $597 | 17 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $457 | 13 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $23.8M |
| Q2 2026 | 421 | $3.4B |
| Q1 2026 | 406 | $2.9B |
| Q4 2025 | 404 | $2.7B |
| Q3 2025 | 382 | $2.6B |
| Q2 2025 | 374 | $2.7B |
| Q1 2025 | 376 | $2.9B |
| Q4 2024 | 334 | $2.6B |
| Q3 2024 | 331 | $2.7B |
| Q2 2024 | 316 | $2.4B |
| Q1 2024 | 303 | $2.5B |
| Q4 2023 | 288 | $2.4B |