Запись по ценной бумаге · архивный квартал
AVA
Avista Corporation · Utilities · Diversified Utilities
115Отслеживаемые держатели
-1Δ держателей
57.16MАкций в держании
$2.20BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.9% ·
поток акций +4.2% ·
новые чистые позиции 0.0%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 29.25K | $1.03M | n/a | n/a |
| Q2 2026 | 115 | -3 | 52.26M | $2.14B | +5 | −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 | n/a |
| Q1 2025 | 12 | +1 | 10.73M | $449.48M | +1 | n/a |
| Q4 2024 | 11 | -1 | 8.66M | $317.18M | +1 | −2 |
| Q3 2024 | 11 | -1 | 3.44M | $133.19M | +1 | −2 |
| Q2 2024 | 12 | n/a | 3.48M | $120.37M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 14.70M | +4.1% | $566.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (пассивный) | 10.93M | +0.9% | $421.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (пассивный) | 5.31M | +0.9% | $204.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (пассивный) | 1.99M | +0.4% | $76.55M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.81M | +16.6% | $69.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 6 | Dimensional Fund Advisors Lp | 1.51M | n/a | $58.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Charles Schwab Investment… | 1.20M | n/a | $46.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 1.14M | +105.1% | $43.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | First Trust Advisors Lp | 1.04M | n/a | $40.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 938.24K | n/a | $36.16M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 11 | Hotchkis & Wiley Capital Management… | 864.32K | n/a | $33.31M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 864.07K | n/a | $33.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Northern Trust Corp | 792.02K | n/a | $30.52M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Victory Capital Management Inc | 715.83K | n/a | $27.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Principal Financial Group Inc | 586.22K | n/a | $22.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | GAMCO Investors ✦ | 507.30K | +23.1% | $19.55M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 17 | Legal & General Group Plc | 502.90K | n/a | $19.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Sei Investments Co | 483.39K | n/a | $18.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Point72 Asset Management ✦ | 463.17K | +404.4% | $17.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 453.65K | n/a | $17.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 451.54K | +175.7% | $17.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Nuveen, LLC | 442.63K | n/a | $17.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS Group AG | 440.06K | n/a | $16.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Bank Of America Corp /De/ | 400.60K | n/a | $15.44M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 25 | Prudential Financial Inc | 373.76K | n/a | $14.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Envestnet Asset Management Inc | 363.43K | n/a | $14.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 352.22K | +355.1% | $13.57M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 28 | Norges Bank ✦ (пассивный) | 351.13K | Новый | $13.53M | 0.0% | New | 1 | SEC ↗ |
| 29 | Assenagon Asset Management S.A. | 343.99K | n/a | $13.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 343.31K | n/a | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 330.78K | +65.1% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Loomis Sayles & Co L P | 298.01K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Tudor Investment Corp Et Al | 291.09K | n/a | $11.22M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 279.56K | n/a | $10.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | AQR Capital Management ✦ | 266.62K | +24.4% | $10.28M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 36 | Citadel Advisors ✦ | 245.36K | +142.6% | $9.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 37 | JPMorgan Chase ✦ | 244.42K | -65.7% | $9.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 38 | Rhumbline Advisers | 229.49K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 227.57K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 40 | Millennium Management ✦ | 221.30K | -44.9% | $8.53M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 216.72K | +1517.3% | $8.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Voya Investment Management Llc | 200.79K | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Hrt Financial Lp | 188.13K | n/a | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 185.53K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Barclays Plc | 183.22K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | ProShare Advisors LLC | 168.79K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Swiss National Bank | 160.00K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Man Group plc | 149.46K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | American Century Companies Inc | 144.64K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 125.08K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Wells Fargo & Company/Mn | 120.06K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 52 | Hsbc Holdings Plc | 113.76K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Alliancebernstein L.P. | 95.65K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 94.91K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 55 | Balyasny Asset Management L.P. | 87.54K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | T. Rowe Price ✦ | 87.03K | +3.6% | $3.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Stifel Financial Corp | 83.50K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Federated Hermes, Inc. | 80.71K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Arrowstreet Capital ✦ | 77.35K | -69.7% | $2.98M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | California State Teachers… | 76.89K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 72.87K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 62 | Mml Investors Services, Llc | 71.72K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 69.91K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Citigroup Inc | 58.69K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | LPL Financial LLC | 57.09K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 51.79K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | State Of Wisconsin Investment Board | 46.20K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Raymond James Financial Inc | 44.35K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 69 | Tidal Investments LLC | 43.49K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Mariner, LLC | 41.93K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 38.06K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Manufacturers Life Insurance… | 37.30K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Janus Henderson Group Plc | 35.43K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 33.30K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 75 | Osaic Holdings, Inc. | 32.69K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Squarepoint Ops LLC | 31.41K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cerity Partners LLC | 30.56K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 78 | New York State Common Retirement… | 26.75K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cetera Investment Advisers | 26.34K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Creative Planning | 25.23K | n/a | $972,356 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 24.93K | n/a | $960,879 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 24.17K | n/a | $931,629 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | State Board Of Administration Of… | 21.48K | n/a | $827,916 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mackenzie Financial Corp | 21.26K | n/a | $821,278 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 20.42K | n/a | $786,833 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Allspring Global Investments… | 19.40K | n/a | $751,129 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Focus Partners Wealth | 16.86K | n/a | $649,608 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Pictet Asset Management Holding SA | 15.36K | n/a | $592,129 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Canada Pension Plan Investment Board | 14.40K | n/a | $554,976 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Commonwealth Equity Services, Llc | 13.65K | n/a | $525,940 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Cwm, Llc | 13.58K | n/a | $523,000 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Baird Financial Group, Inc. | 13.34K | n/a | $514,047 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 12.62K | n/a | $486,310 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 94 | Mercer Global Advisors Inc /Adv | 11.86K | n/a | $457,153 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Us Bancorp \De\ | 11.49K | n/a | $442,979 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 96 | Corient Private Wealth LP | 10.77K | n/a | $415,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Mitsubishi UFJ Trust & Banking Corp | 10.69K | n/a | $412,147 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 9.62K | n/a | $370,907 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Captrust Financial Advisors | 9.47K | n/a | $364,974 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Wealth Enhancement Advisory… | 8.12K | n/a | $316,120 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $13.53M | 0.0% |
Закрыто
| Bridgewater Associates | $206,783 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 401 держатели, 70.45M акции, $2.71B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 02
DiLuciano Joshua D
Officer · 3.86K акц. · $143,626
Sep 02
DiLuciano Joshua D
Officer · 818 акц. · $30,472
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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