Go Pro

Avista (AVA) Institutional Ownership

Avista logo
$36.80 -0.33 (-0.90%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$36.78 -0.02 (-0.04%)
As of 09/11/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Avista (NYSE:AVA)

Current
Institutional Ownership
Percentage
85.24%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$202.48M
Get AVA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avista stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVA Institutional Buying and Selling by Quarter

Avista Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tidal Investments LLC38,804$1.59M0.0%-22.1%0.046%
9/9/2026 Engineers Gate Manager LP94,763$3.88M0.0%-48.2%0.113%
9/9/2026 Integrated Wealth Concepts LLC10,591$433K0.0%+56.5%0.013%
9/9/2026 IFP Advisors Inc4,225$173K0.0%+47.9%0.005%
9/8/2026 Allworth Financial LP3,938$161K0.0%+75.5%0.005%
9/8/2026 Arizona State Retirement System22,775$932K0.0%+1.9%0.027%
9/8/2026 Nykredit A S6,335$259K0.0%N/A0.008%
9/2/2026 Allianz Asset Management GmbH44,339$1.81M0.0%N/A0.053%
8/27/2026 Corient Private Wealth LP55,324$2.26M0.0%+11.2%0.066%
8/26/2026 HighTower Advisors LLC47,236$1.93M0.0%-2.6%0.056%
8/24/2026 California State Teachers Retirement System3,841,735$157.17M0.0%+3,930.1%4.587%
8/23/2026 HB Wealth Management LLC8,311$340K0.0%N/A0.010%
8/22/2026 Compass Financial Management LLC2,103$86K0.0%N/A0.003%
8/22/2026 AlphaGrep UK Ltd7,264$297K0.1%N/A0.009%
8/21/2026 Nykredit A S6,335$259K0.0%N/A0.008%
8/20/2026 Benjamin Edwards Inc.17,070$699K0.0%-20.9%0.020%
8/20/2026 Hennessy Advisors Inc.22,872$936K0.0%+2.7%0.027%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC229,693$9.40M0.0%+1.3%0.274%
8/19/2026 Van ECK Associates Corp34,898$1.43M0.0%+6.4%0.042%
8/19/2026 Navellier & Associates Inc.21,329$873K0.1%+34.9%0.025%
8/18/2026 Beacon Pointe Advisors LLC7,230$296K0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio103,875$4.25M0.0%N/A0.124%
8/17/2026 Corient Private Wealth LP49,707$2.03M0.0%N/A0.059%
8/17/2026 Bank of America Corp DE306,408$12.54M0.0%N/A0.366%
8/15/2026 Odyssean LLC37,891$1.55M0.3%+97.2%0.045%
8/15/2026 Man Group plc212,181$8.68M0.0%N/A0.253%
8/15/2026 Jupiter Topco LLC35,430$1.45M0.0%N/A0.042%
8/14/2026 Canada Pension Plan Investment Board27,600$1.13M0.0%N/A0.033%
8/14/2026 Legal & General Group Plc475,814$19.47M0.0%N/A0.568%
8/14/2026 The Manufacturers Life Insurance Company39,529$1.62M0.0%N/A0.047%
8/14/2026 Algert Global LLC739,725$30.26M0.4%+15.8%0.883%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.211,704$8.66M0.4%N/A0.253%
8/13/2026 Magellan Asset Management Ltd70,956$2.90M0.1%N/A0.085%
8/12/2026 Compass Financial Management LLC2,103$86K0.0%N/A0.003%
8/12/2026 Northwestern Mutual Wealth Management Co.1,414$58K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP57,861$2.37M0.1%N/A0.069%
8/12/2026 Ieq Capital LLC94,667$3.87M0.0%N/A0.113%
8/11/2026 Allworth Financial LP3,938$161K0.0%N/A0.005%
8/11/2026 Vise Technologies Inc.17,652$722K0.0%N/A0.021%
8/8/2026 Meeder Advisory Services Inc.11,065$453K0.0%N/A0.013%
Why the Treasury still prices gold at 42 dollars an ounce (Ad)

The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades near 4,500 dollars today, a 113-to-1 gap between book value and market reality. Treasury Secretary Scott Bessent has said he wants to monetize the asset side of the balance sheet. A revaluation could add more than 1 trillion dollars to the government's books overnight. Certain gold miners still trade as if gold were under 2,000 dollars, even as prices near record highs.tc pixel

See the four gold miners positioned ahead of a potential Treasury revaluation.
8/8/2026 Meeder Asset Management Inc.10,613$434K0.0%N/A0.013%
8/7/2026 Nuance Investments LLC289,030$11.82M2.0%N/A0.345%
8/7/2026 BlackRock Inc.14,799,513$605.45M0.0%N/A17.671%
8/7/2026 Dunhill Financial LLC3,347$137K0.0%N/A0.004%
8/7/2026 Deutsche Bank AG91,421$3.74M0.0%N/A0.109%
8/7/2026 Trust Co. of Vermont3,494$143K0.0%N/A0.004%
8/6/2026 Global Retirement Partners LLC1,016$42K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp926,876$37.92M0.0%N/A1.107%
8/6/2026 State of Wyoming4,978$204K0.0%N/A0.006%
8/6/2026 GSA Capital Partners LLP30,643$1.25M0.1%N/A0.037%
8/3/2026 Summit Global Investments32,535$1.33M0.1%N/A0.039%
7/8/2026 Assenagon Asset Management S.A.39,860$1.63M0.0%N/A0.048%
5/26/2026 Glenmede Trust Co. NA30,273$1.22M0.0%+2.9%0.037%
5/22/2026 Segall Bryant & Hamill LLC137,216$5.51M0.1%+83.5%0.166%
5/19/2026Cim Investment Management Inc.6,140$246K0.1%N/A0.007%
5/19/2026 Bank of America Corp DE412,866$16.57M0.0%+3.1%0.500%
5/19/2026 Edgestream Partners L.P.237,641$9.54M0.3%-11.5%0.288%
5/18/2026 EverSource Wealth Advisors LLC2,782$112K0.0%+22.1%0.003%
5/18/2026 California State Teachers Retirement System95,327$3.83M0.0%+24.0%0.115%
5/18/2026 Royal Bank of Canada62,304$2.50M0.0%-14.5%0.075%
5/16/2026 The Manufacturers Life Insurance Company36,080$1.45M0.0%-3.3%0.044%
5/16/2026 Quantinno Capital Management LP73,821$2.96M0.0%+205.4%0.089%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund41,297$1.66M0.0%N/A0.050%
5/14/2026 Renaissance Technologies LLC147,815$5.93M0.0%-31.8%0.179%
5/14/2026 Gabelli Funds LLC472,322$18.96M0.1%+3.1%0.572%
5/14/2026 Gamco Investors INC. ET AL549,732$22.07M0.2%+8.4%0.665%
5/14/2026 Sei Investments Co.532,511$21.37M0.0%+10.2%0.644%
5/14/2026 Lido Advisors LLC9,099$365K0.0%+14.6%0.011%
5/14/2026 State of Wyoming7,441$299K0.0%+108.0%0.009%
5/13/2026 Cetera Investment Advisers22,261$894K0.0%-15.5%0.027%
5/13/2026 First Trust Advisors LP1,030,804$41.38M0.0%-0.8%1.247%
5/12/2026 Magellan Asset Management Ltd71,143$2.86M0.0%+29.9%0.086%
5/8/2026 Summit Global Investments15,131$607K0.0%+51.3%0.018%
5/7/2026 Meeder Advisory Services Inc.12,028$483K0.0%-12.6%0.015%
5/7/2026 Dimensional Fund Advisors LP1,516,163$60.86M0.0%+0.3%1.837%
5/7/2026 Swiss National Bank160,900$6.46M0.0%+0.6%0.195%
5/6/2026 Allspring Global Investments Holdings LLC25,631$1.04M0.0%+32.1%0.031%
5/5/2026 Bank of New York Mellon Corp909,884$36.52M0.0%-3.0%1.102%
5/5/2026 Illinois Municipal Retirement Fund42,392$1.70M0.0%-8.7%0.051%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management36,110$1.45M0.0%+28.1%0.044%
5/4/2026 Principal Financial Group Inc.491,669$19.74M0.0%-16.1%0.596%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS144,237$5.79M0.0%-5.5%0.175%
5/1/2026 Fifth Third Bancorp21,542$865K0.0%+2,942.7%0.026%
5/1/2026 Sequoia Financial Advisors LLC9,028$362K0.0%+4.5%0.011%
4/30/2026 Hsbc Holdings PLC40,686$1.63M0.0%-28.5%0.049%
4/30/2026 Kestra Advisory Services LLC8,846$355K0.0%-44.0%0.011%
4/30/2026 Personal CFO Solutions LLC8,067$324K0.0%-3.9%0.010%
4/29/2026 Burney Co.32,357$1.30M0.0%+56.7%0.039%
4/29/2026 Kiley Juergens Wealth Management LLC5,554$223K0.0%N/A0.007%
4/27/2026 World Investment Advisors6,594$265K0.0%-9.9%0.008%
Why I'm NOT Buying the SpaceX IPO (And What I'm Buying Instead) (Ad)

Don't buy Nvidia... Not when the AI companies that will define the next decade are selling for pennies. You won't find them on any stock exchange. The big funds already know this... Their focus has shifted to a subsegment they call decentralized AI. They're launching tokens in the native markets. This is where coins list months before Coinbase, Kraken, or Robinhood… because raising from millions of investors beats begging a handful of funds. This is the world's first open venture capital market… a teacher in Ohio investing at the same stage as a billionaire in Singapore. Watch the free training on how to access the native markets (and buy potential AI unicorns before major exchange listings).tc pixel

See how to access the Native Markets →
4/27/2026 New York State Teachers Retirement System122,356$4.91M0.0%+4.5%0.148%
4/27/2026 Y Intercept Hong Kong Ltd62,306$2.50M0.0%-14.3%0.075%
4/27/2026 Sound Income Strategies LLC294,142$11.97M0.6%+60.1%0.356%
4/25/2026 Keybank National Association OH13,331$535K0.0%-6.0%0.016%
4/24/2026 IFM Investors Pty Ltd5,830$234K0.0%N/A0.007%
4/24/2026 First Pacific Financial13,655$548K0.1%-34.1%0.017%
4/24/2026 Peregrine Capital Management LLC121,902$4.89M0.2%-8.8%0.148%
4/22/2026 Janney Montgomery Scott LLC16,796$674K0.0%-6.7%0.020%
4/22/2026 Sterling Capital Management LLC2,722$109K0.0%-85.5%0.003%
4/22/2026 Venturi Wealth Management LLC7,567$304K0.0%-9.4%0.009%


AVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 388 institutional investors and hedge funds held shares of Avista. The most heavily invested institutionals were BlackRock Inc. ($605.45M), Vanguard Group Inc. ($421.38M), State Street Corp ($204.47M), California State Teachers Retirement System ($157.17M), Westwood Holdings Group Inc. ($80.10M), Geode Capital Management LLC ($76.55M), and Morgan Stanley ($69.66M).Learn more on Avista's institutional investors.

85.24% of Avista's stock is owned by institutional investors. Learn more on AVA's institutional investor holdings.

Of the 347 institutional investors that purchased Avista's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($14.80M), California State Teachers Retirement System ($3.77M), Norges Bank ($1.87M), Westwood Holdings Group Inc. ($1.56M), Millennium Management LLC ($1.32M), Bank of New York Mellon Corp ($1.11M), and First Trust Advisors LP ($1.02M).

Institutional investors have bought a total of 30,627,281 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Of the 134 institutional investors that sold Avista's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($995.34K), First Trust Advisors LP ($251.70K), Jacobs Levy Equity Management Inc. ($228.07K), Assenagon Asset Management S.A. ($226.08K), Invesco Ltd. ($220.00K), Bank of New York Mellon Corp ($215.17K), and Ameriprise Financial Inc. ($207.09K).

Institutional investors have sold a total of 5,285,495 shares in the last 24 months. This volume of shares sold represents approximately $202.48M in transactions.



Institutional ownership data for NYSE:AVA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners