DaveManuel.com · Institutional Ownership · Who Owns It
AVISTA CORP (AVA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
422
Reporting holders
$3.1B
Reported value
89.2%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+16
Holder change
Institutions report 74,706,776 shares against 83,752,830 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $605.4M | 14,799,513 | 0.01% | 8q | +3.9%+$22.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $294.8M | 7,205,516 | 0.01% | 2q | +3.2%+$9.2M |
| STATE STREET CORP | $220.5M | 5,389,253 | 0.01% | 31q | +4.8%+$10.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $153.9M | 3,762,419 | 0.00% | 2q | +1.9%+$2.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | $93.7M | 2,291,179 | 2.84% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $90.9M | 2,221,813 | 0.00% | 31q | +7.8%+$6.6M |
| WESTWOOD HOLDINGS GROUP INC | $81.1M | 1,981,325 | 0.61% | 29q | -21.9%-$22.8M |
| DIMENSIONAL FUND ADVISORS LP | $62.7M | 1,533,324 | 0.01% | 31q | +1.1%+$702.1K |
| MORGAN STANLEY | $61.4M | 1,499,695 | 0.00% | 35q | -11.7%-$8.1M |
| Invesco Ltd. | $58.0M | 1,417,093 | 0.00% | 31q | +8.5%+$4.6M |
| TWO SIGMA INVESTMENTS, LP | $50.8M | 1,242,432 | 0.04% | 14q | +22.3%+$9.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.6M | 1,163,537 | 0.01% | 31q | -2.3%-$1.1M |
| FIRST TRUST ADVISORS LP | $38.9M | 951,702 | 0.02% | 31q | -7.7%-$3.2M |
| Bank of New York Mellon Corp | $37.9M | 926,876 | 0.01% | 31q | +1.9%+$695.1K |
| UBS Group AG | $36.8M | 900,743 | 0.00% | 31q | +98.8%+$18.3M |
| NORTHERN TRUST CORP | $36.2M | 885,239 | 0.00% | 31q | +9.7%+$3.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $35.8M | 875,799 | 0.10% | 31q | +4.4%+$1.5M |
| VICTORY CAPITAL MANAGEMENT INC | $34.9M | 852,868 | 0.02% | 28q | +15.5%+$4.7M |
| GOLDMAN SACHS GROUP INC | $31.8M | 777,799 | 0.00% | 31q | -22.3%-$9.1M |
| ALGERT GLOBAL LLC | $30.3M | 739,725 | 0.36% | 12q | +15.8%+$4.1M |
| AQR CAPITAL MANAGEMENT LLC | $28.7M | 702,491 | 0.01% | 12q | +100.2%+$14.4M |
| GAMCO INVESTORS, INC. ET AL | $26.0M | 636,317 | 0.23% | 31q | +15.8%+$3.5M |
| Qube Research & Technologies Ltd | $25.0M | 612,191 | 0.02% | 9q | -15.7%-$4.7M |
| OLD REPUBLIC INTERNATIONAL CORP | $24.5M | 597,500 | 0.92% | 31q | HELD |
| Nuveen, LLC | $24.2M | 591,581 | 0.01% | 6q | +24.8%+$4.8M |
| VANGUARD FIDUCIARY TRUST CO | $22.4M | 547,460 | 0.00% | 2q | +4.3%+$925.8K |
| FMR LLC | $22.0M | 537,811 | 0.00% | 31q | +1.3%+$292.0K |
| D. E. Shaw & Co., Inc. | $21.1M | 516,882 | 0.01% | 10q | -14.5%-$3.6M |
| LSV ASSET MANAGEMENT | $21.1M | 514,811 | 0.04% | 6q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $20.6M | 503,979 | 0.01% | 31q | +2.5%+$503.6K |
| SEI INVESTMENTS CO | $20.4M | 498,596 | 0.02% | 30q | -6.4%-$1.4M |
| GABELLI FUNDS LLC | $20.1M | 492,242 | 0.13% | 31q | +4.2%+$814.9K |
| Legal & General Group Plc | $19.5M | 475,814 | 0.00% | 31q | +0.9%+$180.7K |
| Bridgewater Associates, LP | $19.3M | 471,986 | 0.08% | 2q | +2509.0%+$18.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $18.4M | 449,741 | 0.02% | 9q | +4.9%+$865.9K |
| FRANKLIN RESOURCES INC | $16.5M | 402,468 | 0.00% | 20q | +9.7%+$1.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $12.9M | 315,793 | 0.01% | 2q | +888.6%+$11.6M |
| AMERIPRISE FINANCIAL INC | $12.9M | 315,532 | 0.00% | 31q | +18.8%+$2.0M |
| BANK OF AMERICA CORP /DE/ | $12.5M | 306,408 | 0.00% | 31q | -25.8%-$4.4M |
| Sound Income Strategies, LLC | $12.3M | 301,293 | 0.55% | 3q | +2.4%+$292.5K |
| KENNEDY CAPITAL MANAGEMENT LLC | $12.0M | 292,804 | 0.21% | 20q | -2.8%-$350.1K |
| NUANCE INVESTMENTS, LLC | $11.8M | 289,030 | 2.01% | 5q | -20.4%-$3.0M |
| LOOMIS SAYLES & CO L P | $11.7M | 285,996 | 0.01% | 4q | -0.6%-$65.0K |
| Public Sector Pension Investment Board | $11.6M | 283,860 | 0.03% | 31q | -2.5%-$296.1K |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 278,016 | 0.00% | 31q | -18.9%-$2.6M |
| CONGRESS ASSET MANAGEMENT CO | $11.2M | 273,449 | 0.07% | 16q | +196.7%+$7.4M |
| Advisors Asset Management, Inc. | $11.1M | 272,544 | 0.17% | 16q | -1.5%-$170.1K |
| RENAISSANCE TECHNOLOGIES LLC | $10.9M | 266,700 | 0.02% | 7q | +80.4%+$4.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.8M | 264,691 | 0.04% | 6q | -1.5%-$162.0K |
| HRT FINANCIAL LP | $9.6M | 235,565 | 0.02% | 6q | +66.7%+$3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.4M | 229,693 | 0.00% | 31q | +1.3%+$117.5K |
| NORGES BANK | $8.9M | 218,650 | 0.00% | 32q | -37.7%-$5.4M |
| RWC Asset Management LLP | $8.9M | 216,488 | 0.34% | 8q | -15.2%-$1.6M |
| Man Group plc | $8.7M | 212,181 | 0.01% | 3q | -51.2%-$9.1M |
| Meiji Yasuda Asset Management Co Ltd. | $8.7M | 211,704 | 0.39% | 2q | +2.6%+$218.3K |
| RHUMBLINE ADVISERS | $8.6M | 210,758 | 0.01% | 31q | -7.6%-$714.2K |
| JPMORGAN CHASE & CO | $8.5M | 202,653 | 0.00% | 31q | +1.4%+$114.6K |
| PRUDENTIAL FINANCIAL INC | $8.5M | 206,971 | 0.01% | 34q | +20.9%+$1.5M |
| Bruce & Co., Inc. | $8.2M | 200,000 | 2.21% | 31q | -0.7%-$61.4K |
| AMERICAN CENTURY COMPANIES INC | $7.9M | 194,163 | 0.00% | 22q | -40.0%-$5.3M |
| Trexquant Investment LP | $7.8M | 191,125 | 0.05% | 7q | -29.1%-$3.2M |
| VOYA INVESTMENT MANAGEMENT LLC | $7.1M | 173,198 | 0.01% | 31q | -6.0%-$452.1K |
| ProShare Advisors LLC | $7.0M | 170,644 | 0.01% | 31q | +1.0%+$67.9K |
| CWA Asset Management Group, LLC | $6.9M | 167,764 | 0.21% | 7q | +13.2%+$800.3K |
| MILLENNIUM MANAGEMENT LLC | $6.8M | 165,625 | 0.00% | 18q | +46.2%+$2.1M |
| Swiss National Bank | $6.8M | 165,600 | 0.00% | 31q | +2.9%+$192.3K |
| Edgestream Partners, L.P. | $6.3M | 154,222 | 0.19% | 3q | -35.1%-$3.4M |
| MARTINGALE ASSET MANAGEMENT L P | $6.2M | 152,458 | 0.15% | 15q | +10.7%+$601.8K |
| CSM Advisors, LLC | $5.8M | 142,029 | 0.12% | 5q | +15.7%+$786.6K |
| Moody Aldrich Partners LLC | $5.4M | 132,898 | 0.98% | 8q | -21.5%-$1.5M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $5.4M | 131,868 | 0.03% | 31q | -8.6%-$506.0K |
| Thrivent Financial for Lutherans | $5.2M | 127,431 | 0.01% | 31q | HELD |
| CITIGROUP INC | $5.0M | 121,399 | 0.00% | 31q | +176.6%+$3.2M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.9M | 120,095 | 0.01% | 31q | -1.8%-$92.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.9M | 118,709 | 0.00% | 31q | +18.2%+$749.1K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.6M | 112,101 | 0.15% | 9q | -8.0%-$401.0K |
| Cerity Partners LLC | $4.3M | 104,357 | 0.01% | 6q | +16.6%+$606.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.2M | 103,875 | 0.01% | 31q | -6.6%-$298.7K |
| Mariner, LLC | $4.2M | 103,297 | 0.00% | 16q | +50.7%+$1.4M |
| WELLS FARGO & COMPANY/MN | $4.2M | 102,004 | 0.00% | 31q | +75.6%+$1.8M |
| ALLIANCEBERNSTEIN L.P. | $4.0M | 100,419 | 0.00% | 31q | +14.8%+$518.2K |
| SEGALL BRYANT & HAMILL, LLC | $3.9M | 95,120 | 0.05% | 8q | -30.7%-$1.7M |
| Engineers Gate Manager LP | $3.9M | 94,763 | 0.05% | 9q | -48.2%-$3.6M |
| IEQ CAPITAL, LLC | $3.9M | 94,667 | 0.02% | 8q | +85.7%+$1.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.8M | 93,907 | 0.00% | 31q | -1.5%-$58.1K |
| Russell Investments Group, Ltd. | $3.8M | 92,626 | 0.00% | 31q | +82.1%+$1.7M |
| DEUTSCHE BANK AG\ | $3.7M | 91,421 | 0.00% | 34q | +14.5%+$473.5K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.7M | 89,904 | 0.24% | 6q | +150.8%+$2.2M |
| New Age Alpha Advisors, LLC | $3.5M | 86,498 | 0.15% | 7q | +5.4%+$182.0K |
| Quantinno Capital Management LP | $3.4M | 84,054 | 0.00% | 6q | +13.9%+$418.6K |
| Point72 Asset Management, L.P. | $3.4M | 82,508 | 0.00% | 5q | -60.8%-$5.2M |
| BESSEMER GROUP INC | $3.4M | 82,082 | 0.00% | 23q | +0.5%+$18.0K |
| Assenagon Asset Management S.A. | $3.3M | 79,720 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $3.2M | 77,555 | 0.01% | 31q | +13.2%+$370.4K |
| FEDERATED HERMES, INC. | $3.0M | 74,305 | 0.00% | 8q | -11.3%-$385.5K |
| CITADEL ADVISORS LLC | $2.9M incl. $2.3M options CALL+PUT | 15,057 | 0.00% | 26q | -90.9%-$29.3M |
| CANADA LIFE ASSURANCE Co | $2.9M | 71,222 | 0.00% | 27q | HELD |
| Magellan Asset Management Ltd | $2.9M | 70,956 | 0.06% | 31q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.9M | 70,044 | 0.00% | 2q | +20.9%+$495.8K |
| Northwest & Ethical Investments L.P. | $2.8M | 69,517 | 0.07% | 11q | -35.6%-$1.6M |
Showing the largest 100 of 422 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-19 | 2026-08-17 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-02 | DiLuciano Joshua D | Vice President | Sold | 4,675 | $174.1K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 98 | $106.0M | 3,017,300 | 9 | 34 | 34 | 0.0% |
| Q2 2026 | 422 | $3.1B | 74,706,776 | 50 | 171 | 110 | 0.1% |
| Q1 2026 | 406 | $2.8B | 70,706,412 | 45 | 135 | 122 | 0.2% |
| Q4 2025 | 406 | $2.7B | 70,290,816 | 43 | 156 | 106 | 0.1% |
| Q3 2025 | 383 | $2.6B | 68,978,755 | 37 | 129 | 137 | 0.1% |
| Q2 2025 | 375 | $2.6B | 69,754,345 | 44 | 149 | 103 | 0.1% |
| Q1 2025 | 377 | $2.9B | 69,359,485 | 70 | 136 | 91 | 0.1% |
| Q4 2024 | 335 | $2.5B | 69,558,788 | 36 | 112 | 95 | 0.1% |
| Q3 2024 | 331 | $2.6B | 68,291,001 | 45 | 100 | 104 | 0.1% |
| Q2 2024 | 316 | $2.4B | 67,954,152 | 48 | 132 | 70 | 1.6% |
| Q1 2024 | 305 | $2.5B | 70,152,224 | 48 | 117 | 80 | 0.8% |
| Q4 2023 | 288 | $2.4B | 68,389,021 | 40 | 90 | 87 | 0.0% |
| Q3 2023 | 266 | $2.2B | 66,734,350 | 40 | 96 | 79 | 0.0% |
| Q2 2023 | 259 | $2.7B | 68,264,471 | 26 | 70 | 92 | 0.0% |
| Q1 2023 | 268 | $2.9B | 68,443,763 | 26 | 93 | 89 | 0.0% |
| Q4 2022 | 286 | $2.9B | 65,984,410 | 41 | 95 | 100 | 0.0% |
| Q3 2022 | 267 | $2.5B | 68,614,025 | 31 | 97 | 82 | 0.0% |
| Q2 2022 | 263 | $3.0B | 67,970,391 | 32 | 86 | 80 | 0.0% |
| Q1 2022 | 261 | $3.1B | 67,926,495 | 38 | 85 | 75 | 0.0% |
| Q4 2021 | 253 | $3.4B | 78,927,169 | 34 | 91 | 65 | 0.0% |
| Q3 2021 | 247 | $3.1B | 79,780,556 | 31 | 79 | 67 | 0.0% |
| Q2 2021 | 247 | $3.5B | 81,170,875 | 26 | 77 | 77 | 0.0% |
| Q1 2021 | 243 | $3.8B | 79,687,773 | 35 | 73 | 76 | 0.0% |
| Q4 2020 | 229 | $3.3B | 82,320,381 | 20 | 74 | 73 | 0.0% |
| Q3 2020 | 242 | $2.8B | 82,094,613 | 20 | 76 | 79 | 0.0% |
| Q2 2020 | 252 | $2.9B | 78,991,172 | 26 | 78 | 86 | 0.0% |
| Q1 2020 | 264 | $4.5B | 105,752,926 | 42 | 69 | 88 | 0.0% |
| Q4 2019 | 258 | $4.1B | 85,395,307 | 25 | 75 | 90 | 0.0% |
| Q3 2019 | 253 | $3.8B | 78,965,809 | 29 | 76 | 75 | 0.0% |
| Q2 2019 | 246 | $3.4B | 75,607,430 | 34 | 91 | 53 | 0.0% |
| Q1 2019 | 260 | $3.0B | 74,335,153 | 52 | 92 | 60 | 0.0% |
| Q4 2018 | 245 | $3.1B | 72,996,556 | 2 | 1 | 7 | 0.0% |