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Security record

AVA

Avista Corporation · Utilities · Diversified Utilities

35.49 0.0% mkt cap $2.97B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
115Tracked holders
-3Δ holders
52.26MShares held
$2.14BReported value
+5New positions
−7Exits
Stable Conviction score 44/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.5% · share flow +4.3% · net new positions -1.7% — 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
QuarterHoldersΔSharesReported valueNewExits
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 —
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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 14.80M +3.9% $605.45M 0.0% ▲ Add 5 SEC ↗ ×13
2 State Street Global Advisors ✦ (passive) 5.39M +4.8% $220.48M 0.0% ▲ Add 7 SEC ↗
3 Vanguard Capital Management Llc 3.76M +1.9% $153.92M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management ✦ (passive) 2.22M +7.8% $90.91M 0.0% ▲ Add 9 SEC ↗ ×2
5 Dimensional Fund Advisors Lp 1.53M +1.1% $62.73M 0.0% ▲ Add 3 SEC ↗ ×5
6 Morgan Stanley ✦ 1.50M -11.7% $61.35M 0.0% ▼ Trim 4 SEC ↗ ×7
7 Invesco Ltd. 1.42M +8.5% $57.97M 0.0% ▲ Add 3 SEC ↗ ×6
8 Two Sigma Investments ✦ 1.24M +22.3% $50.83M 0.0% ▲ Add 9 SEC ↗
9 Charles Schwab Investment… 1.16M -2.3% $47.60M 0.0% ▼ Trim 3 SEC ↗
10 First Trust Advisors Lp 951.70K -7.7% $38.93M 0.0% ▼ Trim 3 SEC ↗ ×2
11 Bank of New York Mellon Corp 926.88K +1.9% $37.92M 0.0% ▲ Add 3 SEC ↗ ×11
12 UBS Group AG 900.74K +98.8% $36.85M 0.0% ▲ Add 3 SEC ↗ ×4
13 Northern Trust Corp 885.24K +9.7% $36.22M 0.0% ▲ Add 3 SEC ↗ ×5
14 Hotchkis & Wiley Capital Management… 875.80K +4.4% $35.83M 0.1% ▲ Add 3 SEC ↗
15 Victory Capital Management Inc 852.87K +15.5% $34.89M 0.0% ▲ Add 3 SEC ↗
16 Goldman Sachs Group ✦ 777.80K -22.3% $31.82M 0.0% ▼ Trim 4 SEC ↗ ×2
17 AQR Capital Management ✦ 702.49K +100.2% $28.74M 0.0% ▲ Add 9 SEC ↗ ×7
18 GAMCO Investors ✦ 636.32K +15.8% $26.03M 0.2% ▲ Add 9 SEC ↗
19 Qube Research & Technologies Ltd 612.19K -15.7% $25.04M 0.0% ▼ Trim 3 SEC ↗
20 Nuveen, LLC 591.58K +24.8% $24.20M 0.0% ▲ Add 3 SEC ↗ ×3
21 Fidelity (FMR) ✦ 537.81K +1.4% $22.00M 0.0% ▲ Add 5 SEC ↗ ×2
22 D. E. Shaw & Co. ✦ 516.88K -14.5% $21.15M 0.0% ▼ Trim 9 SEC ↗ ×2
23 Principal Financial Group Inc 503.98K +2.5% $20.62M 0.0% ▲ Add 3 SEC ↗ ×2
24 Sei Investments Co 498.60K -6.4% $20.40M 0.0% ▼ Trim 3 SEC ↗ ×2
25 Legal & General Group Plc 475.81K +0.9% $19.47M 0.0% ▲ Add 3 SEC ↗ ×3
26 Bridgewater Associates ✦ 471.99K +2508.9% $19.31M 0.1% ▲ Add 2 SEC ↗
27 MIRAE ASSET GLOBAL ETFS HOLDINGS… 449.74K +4.9% $18.40M 0.0% ▲ Add 3 SEC ↗
28 Franklin Resources Inc 402.47K +9.7% $16.46M 0.0% ▲ Add 3 SEC ↗ ×6
29 DZ BANK AG Deutsche Zentral… 315.79K +888.5% $12.92M 0.0% ▲ Add 2 SEC ↗
30 Ameriprise Financial Inc 315.53K +18.8% $12.91M 0.0% ▲ Add 3 SEC ↗ ×4
31 Bank Of America Corp /De/ 306.41K -25.8% $12.54M 0.0% ▼ Trim 3 SEC ↗ ×5
32 Loomis Sayles & Co L P 286.00K -0.6% $11.70M 0.0% ▼ Trim 3 SEC ↗ ×2
33 Envestnet Asset Management Inc 278.02K -18.9% $11.37M 0.0% ▼ Trim 3 SEC ↗
34 Renaissance Technologies ✦ 266.70K +80.4% $10.91M 0.0% ▲ Add 7 SEC ↗
35 Hrt Financial Lp 235.56K +66.7% $9.64M 0.0% ▲ Add 3 SEC ↗
36 UBS AM, a distinct business unit of… 229.69K +1.3% $9.40M 0.0% ▲ Add 3 SEC ↗ ×9
37 Norges Bank ✦ (passive) 218.65K New $8.94M 0.0% New 1 SEC ↗
38 Man Group plc 212.18K -51.2% $8.68M 0.0% ▼ Trim 3 SEC ↗
39 Rhumbline Advisers 210.76K -7.7% $8.62M 0.0% ▼ Trim 3 SEC ↗
40 JPMorgan Chase ✦ 202.65K +1.4% $8.52M 0.0% ▲ Add 4 SEC ↗ ×7
41 Prudential Financial Inc 206.97K +20.9% $8.47M 0.0% ▲ Add 3 SEC ↗
42 American Century Companies Inc 194.16K -40.0% $7.94M 0.0% ▼ Trim 3 SEC ↗
43 Voya Investment Management Llc 173.20K -6.0% $7.09M 0.0% ▼ Trim 3 SEC ↗ ×3
44 ProShare Advisors LLC 170.64K +1.0% $6.98M 0.0% ▲ Add 3 SEC ↗
45 Millennium Management ✦ 165.62K +46.2% $6.78M 0.0% ▲ Add 9 SEC ↗
46 Swiss National Bank 165.60K +2.9% $6.77M 0.0% ▲ Add 3 SEC ↗
47 Citigroup Inc 121.40K +176.6% $4.97M 0.0% ▲ Add 3 SEC ↗ ×3
48 T. Rowe Price ✦ 118.71K +18.2% $4.86M 0.0% ▲ Add 9 SEC ↗
49 Cerity Partners LLC 104.36K +16.6% $4.27M 0.0% ▲ Add 3 SEC ↗ ×3
50 Mariner, LLC 103.30K +50.7% $4.23M 0.0% ▲ Add 3 SEC ↗
51 Wells Fargo & Company/Mn 102.00K +75.5% $4.17M 0.0% ▲ Add 3 SEC ↗ ×4
52 Alliancebernstein L.P. 100.42K +14.8% $4.03M 0.0% ▲ Add 3 SEC ↗
53 Russell Investments Group, Ltd. 92.63K +82.0% $3.79M 0.0% ▲ Add 3 SEC ↗ ×6
54 Deutsche Bank Ag\ 91.42K +14.5% $3.74M 0.0% ▲ Add 3 SEC ↗ ×4
55 Quantinno Capital Management LP 84.05K +13.9% $3.44M 0.0% ▲ Add 3 SEC ↗
56 Point72 Asset Management ✦ 82.51K -60.8% $3.38M 0.0% ▼ Trim 5 SEC ↗
57 Assenagon Asset Management S.A. 79.72K New $3.26M 0.0% New 1 SEC ↗ ×2
58 Federated Hermes, Inc. 74.31K -11.2% $3.04M 0.0% ▼ Trim 3 SEC ↗ ×3
59 Universal- Beteiligungs- und… 65.58K +93.2% $2.68M 0.0% ▲ Add 2 SEC ↗
60 Stifel Financial Corp 64.86K -16.9% $2.65M 0.0% ▼ Trim 3 SEC ↗ ×3
61 Royal Bank Of Canada 60.77K -2.5% $2.49M 0.0% ▼ Trim 3 SEC ↗ ×6
62 Barclays Plc 59.57K -34.1% $2.44M 0.0% ▼ Trim 3 SEC ↗ ×3
63 Creative Planning 58.33K +63.3% $2.39M 0.0% ▲ Add 3 SEC ↗ ×2
64 LPL Financial LLC 51.11K -12.4% $2.09M 0.0% ▼ Trim 3 SEC ↗
65 Corient Private Wealth LP 49.71K -0.1% $2.03M 0.0% ▼ Trim 3 SEC ↗
66 Bnp Paribas Financial Markets 49.39K +35.8% $2.02M 0.0% ▲ Add 3 SEC ↗
67 Mml Investors Services, Llc 48.18K +8.1% $1.97M 0.0% ▲ Add 3 SEC ↗
68 HighTower Advisors, LLC 47.24K -2.6% $1.93M 0.0% ▼ Trim 3 SEC ↗
69 Raymond James Financial Inc 45.54K -0.4% $1.86M 0.0% ▼ Trim 3 SEC ↗ ×2
70 Allianz Asset Management GmbH 44.34K New $1.81M 0.0% New 1 SEC ↗ ×2
71 Allspring Global Investments… 39.93K +55.8% $1.62M 0.0% ▲ Add 3 SEC ↗ ×2
72 Manufacturers Life Insurance… 39.53K +9.6% $1.62M 0.0% ▲ Add 3 SEC ↗
73 Nomura Asset Management… 39.00K 0.0% $1.59M 0.0% Held 2 SEC ↗
74 Tidal Investments LLC 38.80K -22.1% $1.59M 0.0% ▼ Trim 3 SEC ↗
75 State Of Wisconsin Investment Board 35.80K +1.3% $1.46M 0.0% ▲ Add 3 SEC ↗
76 Osaic Holdings, Inc. 34.04K +3.1% $1.39M 0.0% ▲ Add 3 SEC ↗ ×3
77 Mercer Global Advisors Inc /Adv 30.62K +97.5% $1.25M 0.0% ▲ Add 3 SEC ↗
78 New York State Common Retirement… 29.55K +10.5% $1.21M 0.0% ▲ Add 3 SEC ↗
79 Canada Pension Plan Investment Board 27.60K +91.7% $1.13M 0.0% ▲ Add 3 SEC ↗
80 Zurcher Kantonalbank (Zurich… 27.35K -4.4% $1.12M 0.0% ▼ Trim 3 SEC ↗
81 Truist Financial Corp 25.76K -24.1% $1.05M 0.0% ▼ Trim 3 SEC ↗ ×2
82 Wealth Enhancement Advisory… 22.94K +185.4% $961,321 0.0% ▲ Add 3 SEC ↗
83 State Board Of Administration Of… 21.48K 0.0% $878,829 0.0% Held 3 SEC ↗
84 Fifth Third Bancorp 21.15K -1.8% $865,364 0.0% ▼ Trim 3 SEC ↗
85 Captrust Financial Advisors 19.64K +58.6% $803,473 0.0% ▲ Add 3 SEC ↗
86 Healthcare Of Ontario Pension Plan… 18.91K -54.2% $773,608 0.0% ▼ Trim 2 SEC ↗
87 Cetera Investment Advisers 18.59K -16.5% $760,492 0.0% ▼ Trim 3 SEC ↗
88 Pictet Asset Management Holding SA 15.85K +3.2% $648,423 0.0% ▲ Add 3 SEC ↗
89 BNP Paribas Asset Management… 15.12K +383.5% $618,764 0.0% ▲ Add 3 SEC ↗ ×2
90 Citadel Advisors ✦ 15.06K -90.9% $615,982 0.0% ▼ Trim 6 SEC ↗
91 Mackenzie Financial Corp 14.41K -33.7% $589,349 0.0% ▼ Trim 3 SEC ↗
92 Jones Financial Companies Lllp 13.87K +11.7% $579,148 0.0% ▲ Add 3 SEC ↗
93 Mitsubishi UFJ Trust & Banking Corp 13.98K +30.8% $572,126 0.0% ▲ Add 3 SEC ↗
94 Commonwealth Equity Services, Llc 13.46K +8.5% $550,620 0.0% ▲ Add 3 SEC ↗
95 Pnc Financial Services Group, Inc. 13.10K +2.9% $535,817 0.0% ▲ Add 3 SEC ↗ ×7
96 Focus Partners Wealth 12.54K +33.3% $512,976 0.0% ▲ Add 3 SEC ↗
97 Baird Financial Group, Inc. 12.29K 0.0% $502,661 0.0% Held 3 SEC ↗
98 Us Bancorp \De\ 9.90K -4.5% $405,009 0.0% ▼ Trim 3 SEC ↗ ×2
99 Neuberger Berman Group LLC 9.86K +29.3% $403,168 0.0% ▲ Add 3 SEC ↗ ×2
100 Lido Advisors, LLC 9.80K +7.8% $401,124 0.0% ▲ Add 3 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 02 DiLuciano Joshua D

Officer · 3.86K sh · $143,626

Sep 02 DiLuciano Joshua D

Officer · 818 sh · $30,472

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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 · Get this via the API