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Avista (AVA) Institutional Ownership

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$40.92 +0.24 (+0.58%)
As of 02:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avista (NYSE:AVA)

Current
Institutional Ownership
Percentage
85.24%
Number of
Institutional Buyers
(last 12 months)
250
Total
Institutional Inflows
(last 12 months)
$661.29M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$350.06M
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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
5/12/2026Magellan 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%
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%
4/21/2026 Grace & White Inc. NY48,400$1.94M0.3%-1.0%0.059%
4/21/2026 Louisiana State Employees Retirement System36,100$1.45M0.0%N/A0.044%
4/20/2026 MBM Wealth Consultants LLC12,328$495K0.1%+9.4%0.015%
4/18/2026 Richards Merrill & Peterson Inc.33,460$1.34M0.5%-2.0%0.041%
3/20/2026 Hsbc Holdings PLC56,881$2.19M0.0%+184.2%0.069%
3/17/2026Rockefeller Capital Management L.P.3,364$130K0.0%-8.6%0.004%
3/13/2026 World Investment Advisors7,315$282K0.0%N/A0.009%
3/9/2026Corient Private Wealth LLC5,384$208K0.0%N/A0.007%
3/6/2026 Hsbc Holdings PLC56,881$2.19M0.0%+184.2%0.069%
3/5/2026 Bayban900$35K0.0%N/A0.001%
3/3/2026Caitong International Asset Management Co. Ltd2,789$107K0.0%+1,502.9%0.003%
2/23/2026Virtu Financial LLC9,633$371K0.0%N/A0.012%
2/19/2026Invesco Ltd.864,074$33.30M0.0%-20.3%1.062%
2/19/2026Corient Private Wealth LLC5,384$208K0.0%N/A0.007%
2/18/2026Mercer Global Advisors Inc. ADV11,862$457K0.0%+58.8%0.015%
2/18/2026Vident Advisory LLC5,479$211K0.0%-25.7%0.007%
2/18/2026First Citizens Bank & Trust Co.7,155$276K0.0%-56.3%0.009%
2/18/2026Mackenzie Financial Corp21,258$821K0.0%+295.6%0.026%
2/18/2026XTX Topco Ltd23,134$892K0.0%N/A0.028%
2/18/2026Voloridge Investment Management LLC214,789$8.28M0.0%+5.6%0.264%
2/18/2026Tudor Investment Corp ET AL291,089$11.22M0.0%-0.7%0.358%
2/18/2026Twinbeech Capital LP65,387$2.52M0.2%+398.9%0.080%
2/18/2026Oxford Asset Management LLP9,468$365K0.1%-36.0%0.012%
2/18/2026Odyssean LLC8,502$328K0.2%N/A0.010%
2/18/2026Millennium Management LLC221,301$8.53M0.0%-44.9%0.272%
2/18/2026Man Group plc149,464$5.76M0.0%N/A0.184%
2/18/2026Invenomic Capital Management LP235,920$9.09M0.4%+27.2%0.290%
2/18/2026Engineers Gate Manager LP103,167$3.98M0.0%+248.6%0.127%
2/18/2026Balyasny Asset Management L.P.87,542$3.37M0.0%-16.2%0.108%
2/18/2026Aventail Capital Group LP16,673$643K0.0%-89.6%0.020%
2/18/2026Boothbay Fund Management LLC5,365$207K0.0%N/A0.007%
2/18/2026Bridgeway Capital Management LLC39,500$1.52M0.0%-10.6%0.049%
2/17/2026Guggenheim Capital LLC27,082$1.04M0.0%-14.8%0.033%
2/17/2026Schonfeld Strategic Advisors LLC54,761$2.11M0.0%+30.8%0.067%
2/17/2026AQR Capital Management LLC266,617$10.28M0.0%+24.4%0.328%
2/17/2026Jain Global LLC7,828$302K0.0%N/A0.010%
2/17/2026Laird Norton Wetherby Trust Company LLC8,833$340K0.0%N/A0.011%
2/17/2026Trexquant Investment LP121,084$4.67M0.0%-34.5%0.149%
2/17/2026Jump Financial LLC40,492$1.56M0.0%+289.2%0.050%
2/17/2026Price T Rowe Associates Inc. MD87,031$3.36M0.0%+3.7%0.107%
2/17/2026Osaic Holdings Inc.32,690$1.26M0.0%-25.6%0.040%
2/17/2026Public Employees Retirement System of Ohio111,129$4.28M0.0%-8.1%0.137%
2/17/2026California State Teachers Retirement System76,893$2.96M0.0%-2.3%0.094%
2/17/2026 Russell Investments Group Ltd.33,299$1.28M0.0%-22.2%0.041%
2/17/2026State of Wisconsin Investment Board46,195$1.78M0.0%-38.5%0.057%
2/17/2026Kemnay Advisory Services Inc.2,673$103K0.0%N/A0.003%
2/17/2026Captrust Financial Advisors9,470$365K0.0%+10.0%0.012%
2/17/2026Royal Bank of Canada72,868$2.81M0.0%+2.4%0.090%
2/17/2026Graham Capital Management L.P.17,783$685K0.0%-36.2%0.022%
2/17/2026Magnetar Financial LLC77,221$2.98M0.0%N/A0.095%
2/17/2026Aster Capital Management DIFC Ltd1,482$57K0.0%N/A0.002%
2/16/2026Squarepoint Ops LLC31,412$1.21M0.0%-20.1%0.039%
2/16/2026Vanguard Personalized Indexing Management LLC17,790$686K0.0%+22.0%0.022%
2/16/2026Verition Fund Management LLC81,880$3.16M0.0%-27.0%0.101%
2/16/2026 MML Investors Services LLC71,721$2.76M0.0%+9.3%0.088%
2/16/2026Mariner LLC41,927$1.62M0.0%+25.8%0.052%
2/16/2026Motiv8 Investments LLC4,905$189K0.1%N/A0.006%
2/16/2026NFJ Investment Group LLC31,997$1.23M0.0%-54.8%0.039%
2/16/2026Kennedy Capital Management LLC306,133$11.80M0.2%+19.9%0.376%
2/16/2026Barclays PLC183,224$7.06M0.0%+23.6%0.225%
2/16/2026Aigen Investment Management LP40,871$1.58M0.4%N/A0.050%
2/13/2026 Kestra Advisory Services LLC15,797$609K0.0%+4.0%0.019%
2/13/2026The Manufacturers Life Insurance Company 37,305$1.44M0.0%-4.2%0.046%
2/13/2026CANADA LIFE ASSURANCE Co75,596$2.91M0.0%+3.5%0.093%
2/13/2026UMB Bank n.a.637$25K0.0%+90.7%0.001%
2/13/2026Stifel Financial Corp83,502$3.22M0.0%+1.3%0.103%
2/13/2026Quarry LP741$29K0.0%-44.4%0.001%
2/13/2026Morgan Stanley1,807,397$69.66M0.0%+16.6%2.221%
2/13/2026Jacobs Levy Equity Management Inc.249,538$9.62M0.0%-28.5%0.307%
2/13/2026Public Sector Pension Investment Board281,671$10.86M0.0%-11.0%0.346%
2/13/2026First Trust Advisors LP1,039,529$40.06M0.0%-18.9%1.278%


AVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 382 institutional investors and hedge funds held shares of Avista. The most heavily invested institutionals were Vanguard Group Inc. ($421.38M), State Street Corp ($204.47M), Westwood Holdings Group Inc. ($80.10M), Geode Capital Management LLC ($76.55M), Morgan Stanley ($69.66M), Dimensional Fund Advisors LP ($60.86M), and Ameriprise Financial Inc. ($60.75M).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 342 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: Norges Bank ($1.87M), Westwood Holdings Group Inc. ($1.74M), Millennium Management LLC ($1.32M), First Trust Advisors LP ($1.02M), Jane Street Group LLC ($994.64K), Assenagon Asset Management S.A. ($729.37K), and Vanguard Group Inc. ($695.51K).

Institutional investors have bought a total of 16,942,455 shares in the last 24 months. This purchase volume represents approximately $661.29M in transactions.

Of the 159 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: Ameriprise Financial Inc. ($1.36M), Millennium Management LLC ($995.34K), Demars Financial Group LLC ($662.83K), Jupiter Asset Management Ltd. ($424.91K), Invesco Ltd. ($350.02K), JPMorgan Chase & Co. ($324.67K), and Goldman Sachs Group Inc. ($276.91K).

Institutional investors have sold a total of 9,139,716 shares in the last 24 months. This volume of shares sold represents approximately $350.06M in transactions.



This page (NYSE:AVA) was last updated on 5/12/2026 by MarketBeat.com Staff.
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