AVISTA CORP (AVA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
387
Reporting holders
$3.0B
Reported value
88.1%
Of shares outstanding
0.1%
Held as options
+11
Holder change
Institutions report 73,790,628 shares against 83,752,830 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $605.4M | 14,799,513 | 0.01% | 8q | +3.9%+$22.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $294.8M | 7,205,516 | 0.01% | 2q | +3.2%+$9.2M |
| STATE STREET CORP | $220.5M | 5,389,253 | 0.01% | 31q | +4.8%+$10.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $153.9M | 3,762,419 | 0.00% | 2q | +1.9%+$2.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | $93.7M | 2,291,179 | 2.84% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $90.9M | 2,221,813 | 0.00% | 31q | +7.8%+$6.6M |
| WESTWOOD HOLDINGS GROUP INC | $81.1M | 1,981,325 | 0.61% | 29q | -21.9%-$22.8M |
| DIMENSIONAL FUND ADVISORS LP | $62.7M | 1,533,324 | 0.01% | 31q | +1.1%+$702.1K |
| MORGAN STANLEY | $61.4M | 1,499,695 | 0.00% | 35q | -11.7%-$8.1M |
| Invesco Ltd. | $58.0M | 1,417,093 | 0.00% | 31q | +8.5%+$4.6M |
| TWO SIGMA INVESTMENTS, LP | $50.8M | 1,242,432 | 0.04% | 14q | +22.3%+$9.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.6M | 1,163,537 | 0.01% | 31q | -2.3%-$1.1M |
| Sixth Street Partners Management Company, L.P. | $47.6M | 1,163,537 | 0.01% | new | NEW |
| FIRST TRUST ADVISORS LP | $38.9M | 951,702 | 0.02% | 31q | -7.7%-$3.2M |
| Bank of New York Mellon Corp | $37.9M | 926,876 | 0.01% | 31q | +1.9%+$695.1K |
| UBS Group AG | $36.8M | 900,743 | 0.00% | 31q | +98.8%+$18.3M |
| NORTHERN TRUST CORP | $36.2M | 885,239 | 0.00% | 31q | +9.7%+$3.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $35.8M | 875,799 | 0.10% | 31q | +4.4%+$1.5M |
| VICTORY CAPITAL MANAGEMENT INC | $34.9M | 852,868 | 0.02% | 28q | +15.5%+$4.7M |
| GOLDMAN SACHS GROUP INC | $31.8M | 777,799 | 0.00% | 31q | -22.3%-$9.1M |
| ALGERT GLOBAL LLC | $30.3M | 739,725 | 0.36% | 12q | -42.1%-$22.0M |
| AQR CAPITAL MANAGEMENT LLC | $28.7M | 702,491 | 0.01% | 12q | +100.2%+$14.4M |
| GAMCO INVESTORS, INC. ET AL | $26.0M | 636,317 | 0.23% | 31q | +15.8%+$3.5M |
| Qube Research & Technologies Ltd | $25.0M | 612,191 | 0.02% | 9q | -15.7%-$4.7M |
| Nuveen, LLC | $24.2M | 591,581 | 0.01% | 6q | +24.8%+$4.8M |
| Public Sector Pension Investment Board | $23.2M | 567,720 | 0.03% | 31q | +95.0%+$11.3M |
| VANGUARD FIDUCIARY TRUST CO | $22.4M | 547,460 | 0.00% | 2q | +4.3%+$925.8K |
| FMR LLC | $22.0M | 537,811 | 0.00% | 31q | +1.3%+$292.0K |
| D. E. Shaw & Co., Inc. | $21.1M | 516,882 | 0.01% | 10q | -14.5%-$3.6M |
| PRINCIPAL FINANCIAL GROUP INC | $20.6M | 503,979 | 0.01% | 31q | +2.5%+$503.6K |
| SEI INVESTMENTS CO | $20.4M | 498,596 | 0.02% | 30q | -6.4%-$1.4M |
| GABELLI FUNDS LLC | $20.1M | 492,242 | 0.13% | 31q | +4.2%+$814.9K |
| Legal & General Group Plc | $19.5M | 475,814 | 0.00% | 31q | +0.9%+$180.7K |
| Bridgewater Associates, LP | $19.3M | 471,986 | 0.08% | 2q | +2509.0%+$18.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $18.4M | 449,741 | 0.02% | 9q | +4.9%+$865.9K |
| FRANKLIN RESOURCES INC | $16.5M | 402,468 | 0.00% | 20q | +9.7%+$1.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $12.9M | 315,793 | 0.01% | 2q | +888.6%+$11.6M |
| AMERIPRISE FINANCIAL INC | $12.9M | 315,532 | 0.00% | 31q | -40.6%-$8.8M |
| BANK OF AMERICA CORP /DE/ | $12.5M | 306,408 | 0.00% | 31q | -25.8%-$4.4M |
| Sound Income Strategies, LLC | $12.3M | 301,293 | 0.55% | 3q | +2.4%+$292.5K |
| KENNEDY CAPITAL MANAGEMENT LLC | $12.0M | 292,804 | 0.21% | 20q | -2.8%-$350.1K |
| NUANCE INVESTMENTS, LLC | $11.8M | 289,030 | 2.01% | 5q | -20.4%-$3.0M |
| LOOMIS SAYLES & CO L P | $11.7M | 285,996 | 0.01% | 4q | -0.6%-$65.0K |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 278,016 | 0.00% | 31q | -18.9%-$2.6M |
| CONGRESS ASSET MANAGEMENT CO | $11.2M | 273,449 | 0.07% | 16q | +196.7%+$7.4M |
| Advisors Asset Management, Inc. | $11.1M | 272,544 | 0.17% | 16q | -1.5%-$170.1K |
| RENAISSANCE TECHNOLOGIES LLC | $10.9M | 266,700 | 0.02% | 7q | +80.4%+$4.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.8M | 264,691 | 0.04% | 6q | -1.5%-$162.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.4M | 229,693 | 0.00% | 31q | +1.3%+$117.5K |
| NORGES BANK | $8.9M | 218,650 | 0.00% | 32q | -37.7%-$5.4M |
| RWC Asset Management LLP | $8.9M | 216,488 | 0.34% | 8q | -15.2%-$1.6M |
| Man Group plc | $8.7M | 212,181 | 0.01% | 3q | -51.2%-$9.1M |
| Meiji Yasuda Asset Management Co Ltd. | $8.7M | 211,704 | 0.39% | 2q | +2.6%+$218.3K |
| RHUMBLINE ADVISERS | $8.6M | 210,758 | 0.01% | 31q | -7.6%-$714.2K |
| JPMORGAN CHASE & CO | $8.5M | 202,653 | 0.00% | 31q | +1.4%+$114.6K |
| PRUDENTIAL FINANCIAL INC | $8.5M | 206,971 | 0.01% | 34q | +20.9%+$1.5M |
| Bruce & Co., Inc. | $8.2M | 200,000 | 2.21% | 31q | -0.7%-$61.4K |
| AMERICAN CENTURY COMPANIES INC | $7.9M | 194,163 | 0.00% | 22q | -40.0%-$5.3M |
| Trexquant Investment LP | $7.8M | 191,125 | 0.05% | 7q | -29.1%-$3.2M |
| VOYA INVESTMENT MANAGEMENT LLC | $7.1M | 173,198 | 0.01% | 31q | -6.0%-$452.1K |
| ProShare Advisors LLC | $7.0M | 170,644 | 0.01% | 31q | +1.0%+$67.9K |
| CWA Asset Management Group, LLC | $6.9M | 167,764 | 0.21% | 7q | +13.2%+$800.3K |
| MILLENNIUM MANAGEMENT LLC | $6.8M | 165,625 | 0.00% | 18q | +46.2%+$2.1M |
| Swiss National Bank | $6.8M | 165,600 | 0.00% | 31q | +2.9%+$192.3K |
| Edgestream Partners, L.P. | $6.3M | 154,222 | 0.19% | 3q | -35.1%-$3.4M |
| MARTINGALE ASSET MANAGEMENT L P | $6.2M | 152,458 | 0.15% | 15q | +10.7%+$601.8K |
| Moody Aldrich Partners LLC | $5.4M | 132,898 | 0.98% | 8q | -21.5%-$1.5M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $5.4M | 131,868 | 0.03% | 31q | -8.6%-$506.0K |
| CITIGROUP INC | $5.0M | 121,399 | 0.00% | 31q | +176.6%+$3.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $4.8M | 117,840 | 0.01% | 25q | +104.3%+$2.5M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.6M | 112,101 | 0.15% | 9q | -8.0%-$401.0K |
| Corient Private Wealth LP | $4.3M | 105,437 | 0.00% | 3q | +111.8%+$2.3M |
| Cerity Partners LLC | $4.3M | 104,357 | 0.01% | 6q | +16.6%+$606.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.2M | 103,875 | 0.01% | 31q | -6.6%-$298.7K |
| Mariner, LLC | $4.2M | 103,297 | 0.00% | 16q | +50.7%+$1.4M |
| WELLS FARGO & COMPANY/MN | $4.2M | 102,004 | 0.00% | 31q | -12.2%-$581.2K |
| ALLIANCEBERNSTEIN L.P. | $4.0M | 100,419 | 0.00% | 31q | +14.8%+$518.2K |
| SEGALL BRYANT & HAMILL, LLC | $3.9M | 95,120 | 0.05% | 8q | -30.7%-$1.7M |
| Engineers Gate Manager LP | $3.9M | 94,763 | 0.05% | 9q | -48.2%-$3.6M |
| IEQ CAPITAL, LLC | $3.9M | 94,667 | 0.02% | 8q | +85.7%+$1.8M |
| Russell Investments Group, Ltd. | $3.8M | 92,626 | 0.00% | 31q | +82.1%+$1.7M |
| DEUTSCHE BANK AG\ | $3.7M | 91,421 | 0.00% | 34q | +14.5%+$473.5K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.7M | 89,904 | 0.24% | 6q | +150.8%+$2.2M |
| New Age Alpha Advisors, LLC | $3.5M | 86,498 | 0.15% | 7q | +5.4%+$182.0K |
| Quantinno Capital Management LP | $3.4M | 84,054 | 0.00% | 6q | +13.9%+$418.6K |
| Point72 Asset Management, L.P. | $3.4M | 82,508 | 0.00% | 5q | -60.8%-$5.2M |
| Assenagon Asset Management S.A. | $3.3M | 79,720 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $3.2M | 77,555 | 0.01% | 31q | +13.2%+$370.4K |
| FEDERATED HERMES, INC. | $3.0M | 74,305 | 0.00% | 8q | -11.3%-$385.5K |
| CITADEL ADVISORS LLC | $2.9M | 15,057 | 0.00% | 26q | -90.9%-$29.3M |
| Louisiana State Employees Retirement System | $2.9M | 72,300 | 0.02% | 31q | +100.3%+$1.5M |
| Magellan Asset Management Ltd | $2.9M | 70,956 | 0.06% | 31q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.9M | 70,044 | 0.00% | 2q | +20.9%+$495.8K |
| Northwest & Ethical Investments L.P. | $2.8M | 69,517 | 0.07% | 11q | -35.6%-$1.6M |
| CAPITAL FUND MANAGEMENT S.A. | $2.7M | 66,266 | 0.01% | 7q | -38.0%-$1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.7M | 65,578 | 0.00% | 2q | +93.2%+$1.3M |
| STIFEL FINANCIAL CORP | $2.7M | 64,862 | 0.00% | 25q | -16.9%-$539.2K |
| Vanguard Investments Australia, Ltd. | $2.6M | 64,202 | 0.01% | 2q | +5.0%+$125.7K |
| Pathstone Holdings, LLC | $2.6M | 62,501 | 0.01% | 11q | +32.0%+$620.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 61,236 | 0.00% | 4q | +294.9%+$1.9M |
Showing the largest 100 of 417 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 387 | $3.0B | 73,790,628 | 48 | 156 | 104 | 0.1% |
| Q1 2026 | 376 | $2.8B | 69,396,409 | 43 | 123 | 114 | 0.2% |
| Q4 2025 | 372 | $2.6B | 69,184,395 | 41 | 137 | 99 | 0.1% |
| Q3 2025 | 346 | $2.5B | 67,612,228 | 35 | 112 | 126 | 0.1% |
| Q2 2025 | 337 | $2.6B | 68,440,552 | 40 | 131 | 92 | 0.1% |
| Q1 2025 | 337 | $2.8B | 67,162,463 | 62 | 118 | 86 | 0.1% |
| Q4 2024 | 298 | $2.5B | 67,886,634 | 30 | 103 | 86 | 0.1% |
| Q3 2024 | 298 | $2.6B | 67,167,615 | 42 | 88 | 94 | 0.1% |
| Q2 2024 | 280 | $2.3B | 66,708,278 | 41 | 115 | 64 | 1.6% |
| Q1 2024 | 265 | $2.4B | 66,727,605 | 41 | 100 | 71 | 0.8% |
| Q4 2023 | 248 | $2.3B | 65,163,551 | 33 | 80 | 73 | 0.0% |
| Q3 2023 | 231 | $2.0B | 63,035,054 | 35 | 90 | 63 | 0.1% |
| Q2 2023 | 220 | $2.6B | 65,136,717 | 23 | 61 | 75 | 0.0% |
| Q1 2023 | 222 | $2.7B | 63,457,891 | 21 | 76 | 75 | 0.0% |
| Q4 2022 | 218 | $2.4B | 53,736,415 | 33 | 82 | 64 | 0.0% |
| Q3 2022 | 275 | $2.3B | 61,856,611 | 31 | 101 | 84 | 0.0% |
| Q2 2022 | 270 | $2.7B | 61,025,393 | 32 | 90 | 82 | 0.0% |
| Q1 2022 | 267 | $2.8B | 61,036,198 | 39 | 87 | 78 | 0.0% |
| Q4 2021 | 256 | $2.5B | 59,661,089 | 34 | 92 | 66 | 0.0% |
| Q3 2021 | 251 | $2.3B | 58,036,940 | 31 | 80 | 68 | 0.0% |
| Q2 2021 | 251 | $2.5B | 57,679,511 | 26 | 78 | 79 | 0.0% |
| Q1 2021 | 248 | $2.8B | 58,421,774 | 36 | 75 | 76 | 0.1% |
| Q4 2020 | 233 | $2.3B | 58,433,610 | 20 | 76 | 74 | 0.0% |
| Q3 2020 | 245 | $2.0B | 57,833,380 | 20 | 78 | 80 | 0.0% |
| Q2 2020 | 255 | $2.0B | 54,527,274 | 26 | 78 | 89 | 0.0% |
| Q1 2020 | 266 | $2.3B | 54,346,744 | 42 | 70 | 89 | 0.0% |
| Q4 2019 | 261 | $2.7B | 55,693,975 | 25 | 77 | 90 | 0.0% |
| Q3 2019 | 257 | $2.6B | 54,163,185 | 30 | 77 | 76 | 0.0% |
| Q2 2019 | 249 | $2.4B | 53,511,148 | 34 | 94 | 52 | 0.0% |
| Q1 2019 | 263 | $2.1B | 52,255,645 | 52 | 93 | 61 | 0.0% |
| Q4 2018 | 248 | $2.2B | 50,995,874 | 2 | 2 | 7 | 0.0% |