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AVA

AVA

Avista Corporation• Utilities

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
119
Partial Q3 2026
Total 13F value
$134.3M
Filed positions so far
New positions
13
This quarter
Sold positions
15
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$20.4M582.3K0.01%+15.5%

Old Republic International Corp

$17.3M493.2K0.77%-17.5%

Congress Asset Management Co

$11.6M331.1K0.08%+21.1%

Sound Income Strategies, Llc

$11M310.7K0.49%+3.1%

Proshare Advisors Llc

$8.6M244.5K0.01%+43.3%

Cwa Asset Management Group, Llc

$6.7M190.8K0.20%+13.7%

Rwc Asset Management Llp

$6M171.7K0.22%-20.7%

Moody Aldrich Partners Llc

$4.9M138.4K0.93%+4.2%

Y-Intercept (Hong Kong) Ltd

$4.2M121.0K0.09%+118.0%

New York State Teachers Retirement System

$4.2M119.5K0.01%-0.5%

Empirical Financial Services, Llc D.B.A. Empirical Wealth Management

$2.7M77.8K0.04%+83.3%

Exchange Traded Concepts, Llc

$2.3M66.4K0.01%+12.7%

Nisa Investment Advisors, Llc

$2.2M63.1K0.01%-18.6%

Grace & White Inc /Ny

$1.7M48.4K0.28%Unchanged

Creative Planning

$1.6M46.3K0.00%-20.6%

North Star Investment Management Corp.

$1.6M46.0K0.09%Unchanged

Louisiana State Employees Retirement System

$1.3M35.7K0.02%-1.1%

Summit Global Investments

$1.1M32.7K0.06%+0.6%

Convergence Investment Partners, Llc

$1.1M31.4K0.08%-0.5%

Richards, Merrill & Peterson, Inc.

$977K27.8K0.30%-6.3%

Mackenzie Financial Corp

$950K27.1K0.00%+88.0%

Truist Financial Corp

$830K23.6K0.00%-8.2%

Burney Co/

$825K23.5K0.02%-31.0%

Hennessy Advisors Inc

$820K23.4K0.03%+2.2%

Amalgamated Bank

$762K21.7K0.01%-2.3%

Yousif Capital Management, Llc

$746K21.3K0.01%-2.9%

Harbor Capital Advisors, Inc.

$682K19.4K0.05%-18.1%

Apella Capital, Llc

$681K19.3K0.01%+0.8%

Vise Technologies, Inc.

$680K19.4K0.01%+9.8%

Assenagon Asset Management S.A.

$666K19.0K0.00%-52.4%

Oregon Public Employees Retirement Fund

$660K18.8K0.01%Unchanged

James Investment Research, Inc.

$626K17.8K0.07%+11.0%

Bailard, Inc.

$625K17.8K0.01%Unchanged

Strs Ohio

$621K17.7K0.00%-23.0%

Evergreen Capital Management Llc

$620K17.7K0.01%-9.9%

Intrua Financial, Llc

$616K17.6K0.06%+2.1%

Mbm Wealth Consultants, Llc

$599K17.1K0.11%+22.3%

Commonwealth Equity Services, Llc

$589K16.8K0.00%+24.7%

State Of Alaska, Department Of Revenue

$580K16.6K0.01%-44.3%

Sowell Financial Services Llc

$558K15.9K0.01%-9.9%

Park Avenue Securities Llc

$526K15.0K0.00%-9.5%

Sterling Capital Management Llc

$467K13.3K0.01%+6.8%

Oppenheimer & Co Inc

$432K12.3K0.00%New Position

Kestra Advisory Services, Llc

$431K12.3K0.00%+45.2%

Cambridge Investment Research Advisors, Inc.

$407K11.6K0.00%+1.3%

Achmea Investment Management B.V.

$379K10.8K0.00%New Position

Wealth Enhancement Advisory Services, Llc

$364K10.3K0.00%-55.3%

Mutual Of America Capital Management Llc

$335K9.6K0.00%+1.0%

First Pacific Financial

$329K9.4K0.03%Unchanged

Parcion Private Wealth Llc

$321K9.1K0.02%-17.4%

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