Security record
AVA
Avista Corporation · Utilities · Diversified Utilities
114Tracked holders
-4Δ holders
52.22MShares held
$2.14BReported value
+4New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +4.2% ·
net new positions -2.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | -4 | 52.22M | $2.14B | +4 | −7 |
| Q1 2026 | 120 | +6 | 50.05M | $2.01B | +9 | −4 |
| Q4 2025 | 115 | -1 | 57.16M | $2.20B | +1 | −1 |
| Q3 2025 | 19 | +1 | 37.03M | $1.40B | +1 | −1 |
| Q2 2025 | 16 | +1 | 36.26M | $1.38B | +1 | — |
| Q1 2025 | 12 | +1 | 10.73M | $449.48M | +1 | — |
| Q4 2024 | 11 | -1 | 8.66M | $317.18M | +1 | −2 |
| Q3 2024 | 11 | -1 | 3.44M | $133.19M | +1 | −2 |
| Q2 2024 | 12 | — | 3.48M | $120.37M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 14.80M | +3.9% | $605.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 5.39M | +4.8% | $220.48M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Vanguard Capital Management Llc | 3.76M | +1.9% | $153.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 2.22M | +7.8% | $90.91M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 2.22M | +7.8% | $90.91M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.53M | +1.1% | $62.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.53M | +1.1% | $62.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.53M | +1.1% | $62.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.53M | +1.1% | $62.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.53M | +1.1% | $62.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.50M | -11.7% | $61.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 1.42M | +8.5% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 1.24M | +22.3% | $50.83M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | Charles Schwab Investment… | 1.16M | -2.3% | $47.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | First Trust Advisors Lp | 951.70K | -7.7% | $38.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | First Trust Advisors Lp | 951.70K | -7.7% | $38.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 926.88K | +1.9% | $37.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | UBS Group AG | 900.74K | +98.8% | $36.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | UBS Group AG | 900.74K | +98.8% | $36.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | UBS Group AG | 900.74K | +98.8% | $36.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | UBS Group AG | 900.74K | +98.8% | $36.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 885.24K | +9.7% | $36.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 885.24K | +9.7% | $36.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 885.24K | +9.7% | $36.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 885.24K | +9.7% | $36.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Northern Trust Corp | 885.24K | +9.7% | $36.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hotchkis & Wiley Capital Management… | 875.80K | +4.4% | $35.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | Victory Capital Management Inc | 852.87K | +15.5% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 777.80K | -22.3% | $31.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 777.80K | -22.3% | $31.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 702.49K | +100.2% | $28.74M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | GAMCO Investors ✦ | 636.32K | +15.8% | $26.03M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 612.19K | -15.7% | $25.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Nuveen, LLC | 591.58K | +24.8% | $24.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Nuveen, LLC | 591.58K | +24.8% | $24.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Nuveen, LLC | 591.58K | +24.8% | $24.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 537.81K | +1.4% | $22.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 537.81K | +1.4% | $22.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 78 | D. E. Shaw & Co. ✦ | 516.88K | -14.5% | $21.15M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 516.88K | -14.5% | $21.15M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 80 | Principal Financial Group Inc | 503.98K | +2.5% | $20.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Principal Financial Group Inc | 503.98K | +2.5% | $20.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Sei Investments Co | 498.60K | -6.4% | $20.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Sei Investments Co | 498.60K | -6.4% | $20.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Legal & General Group Plc | 475.81K | +0.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Legal & General Group Plc | 475.81K | +0.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Legal & General Group Plc | 475.81K | +0.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bridgewater Associates ✦ | 471.99K | +2508.9% | $19.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 449.74K | +4.9% | $18.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Franklin Resources Inc | 402.47K | +9.7% | $16.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | DZ BANK AG Deutsche Zentral… | 315.79K | +888.5% | $12.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Ameriprise Financial Inc | 315.53K | +18.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Ameriprise Financial Inc | 315.53K | +18.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Ameriprise Financial Inc | 315.53K | +18.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Ameriprise Financial Inc | 315.53K | +18.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 306.41K | -25.8% | $12.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Nordea Investment Management… | $6.62M | was 0.0% |
| Tudor Investment Corp Et Al | $5.61M | was 0.0% |
| Squarepoint Ops LLC | $3.14M | was 0.0% |
| IMC-Chicago, LLC | $1.69M | was 0.0% |
| Hsbc Holdings Plc | $1.63M | was 0.0% |
| Capstone Investment Advisors… | $1.10M | was 0.0% |
| Jane Street Group, Llc | $204,915 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 401 holders, 70.45M shares, $2.71B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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