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Avista (AVA) Institutional Ownership

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$37.62 -0.61 (-1.60%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
85.24%
Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$198.36M
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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
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 Company 39,529$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%
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%
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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%
5/18/2026California 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%
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%
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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%
3/17/2026 Rockefeller Capital Management L.P.3,364$130K0.0%-8.6%0.004%
3/13/2026 World Investment Advisors7,315$282K0.0%N/A0.009%
3/9/2026 Corient 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%
3/3/2026 Caitong International Asset Management Co. Ltd2,789$107K0.0%+1,502.9%0.003%
2/23/2026 Virtu Financial LLC9,633$371K0.0%N/A0.012%


AVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 385 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), Westwood Holdings Group Inc. ($80.10M), Geode Capital Management LLC ($76.55M), Morgan Stanley ($69.66M), and Dimensional Fund Advisors LP ($60.86M).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 344 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), Norges Bank ($1.87M), Westwood Holdings Group Inc. ($1.56M), Millennium Management LLC ($1.32M), Bank of New York Mellon Corp ($1.11M), First Trust Advisors LP ($1.02M), and Jane Street Group LLC ($994.64K).

Institutional investors have bought a total of 26,825,323 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 131 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 5,184,937 shares in the last 24 months. This volume of shares sold represents approximately $198.36M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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