Avista AVA Institutional Ownership

NYSE AVA

$36.92 +0.07 (+0.19%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

413 Institutions

Increased 223 54.0%

Unchanged 75 18.2%

Reduced 115 27.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

88.88%

▲+3.33 pp QoQ

Shares Held by Institutions

74.44Mn

of 83.75Mn outstanding

▲+5.29% QoQ

Shares Outstanding

83.75Mn

9.31Mn held outside 13F filers

Institutional Investors

413

filed 13F for Jun 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+3.74Mn

accumulated since last quarter

Value of Holdings

$2.74Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Avista Corp (NYSE:AVA) was held by 413 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Their combined stake equaled 88.88% of outstanding shares in Q2 2026, up from 85.55% in Q1 2026.
Total holdings of AVA shares rose 5.29% from Q1 2026, and the holder count rose 13.15% from Q2 2025.
Looking at the 413 holders of AVA individually, 223 added to their positions, 115 reduced their stakes and 75 left their positions unchanged.
In total, institutional investors held 74.44Mn shares of Avista at the end of Q2 2026, up 3.74Mn from the prior quarter and up 6.76Mn from a year earlier.
BlackRock, Inc. was the top holder of Avista as of June 30, 2026, with 14.8Mn shares, or 17.67% of shares outstanding.
Holders that added the most shares of Avista in Q2 2026 were BlackRock, Inc. (+556.33K shares), Bridgewater Associates, LP (+453.89K shares), UBS Group AG (+447.63K shares), AQR Capital Management LLC (+351.52K shares) and DZ BANK AG Deutsche Zentral Genossenschafts Bank (+283.85K shares).
On the other side, among holders that kept a position in Avista, the largest reductions in Q2 2026 came from Westwood Holdings Group Inc (-556.74K shares), Goldman Sachs Group Inc (-222.82K shares), Man Group plc (-222.36K shares), Morgan Stanley (-198.58K shares) and Citadel Advisors LLC (-149.7K shares).
Per Business Quant data, the 10 largest holders of Avista at the end of Q2 2026 were BlackRock, Inc. (14.8Mn shares), Vanguard Portfolio Management LLC (7.21Mn shares), State Street Corp (5.39Mn shares), Vanguard Capital Management LLC (3.76Mn shares), ATLAS Infrastructure Partners (UK) Ltd. (2.29Mn shares), Geode Capital Management, LLC (2.22Mn shares), Westwood Holdings Group Inc (1.98Mn shares), Dimensional Fund Advisors LP (1.53Mn shares), Morgan Stanley (1.5Mn shares) and Invesco Ltd. (1.42Mn shares).

Form 13F Holdings

413 Institutional Holders

Report period 30 Jun, 2026

Total shares held 74.44Mn

Of outstanding 88.88%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	14,799,513	17.67%	▲556,328	+3.91%	$605.45Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,205,516	8.60%	▲224,849	+3.22%	$294.78Mn
3	State Street Corp	0000093751	5,389,253	6.43%	▲246,276	+4.79%	$220.48Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,762,419	4.49%	▲70,700	+1.92%	$153.92Mn
5	ATLAS Infrastructure Partners (UK) Ltd.	0001924953	2,291,179	2.74%	▲2,291,179	0.00%	$93.73Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,221,813	2.65%	▲160,130	+7.77%	$90.91Mn
7	Westwood Holdings Group Inc	0001165002	1,981,325	2.37%	▼556,740	-21.94%	$81.06Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	1,533,324	1.83%	▲17,161	+1.13%	$62.73Mn
9	Morgan Stanley	0000895421	1,499,695	1.79%	▼198,584	-11.69%	$61.35Mn
10	Invesco Ltd.	0000914208	1,417,093	1.69%	▲111,445	+8.54%	$57.97Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	1,242,432	1.48%	▲226,751	+22.33%	$50.83Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,163,537	1.39%	▼27,172	-2.28%	$47.60Mn
13	FIRST TRUST ADVISORS LP	0001125816	951,702	1.14%	▼79,102	-7.67%	$38.93Mn
14	Bank of New York Mellon Corp	0001390777	926,876	1.11%	▲16,992	+1.87%	$37.92Mn
15	UBS Group AG	0001610520	900,743	1.08%	▲447,626	+98.79%	$36.85Mn
16	Northern Trust Corp	0000073124	885,239	1.06%	▲78,126	+9.68%	$36.22Mn
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	875,799	1.05%	▲36,970	+4.41%	$35.83Mn
18	VICTORY CAPITAL MANAGEMENT INC	0001040188	852,868	1.02%	▲114,512	+15.51%	$34.89Mn
19	Goldman Sachs Group Inc	0000886982	777,799	0.93%	▼222,823	-22.27%	$31.82Mn
20	ALGERT GLOBAL LLC	0001275218	739,725	0.88%	▲100,918	+15.80%	$30.26Mn

Showing 1 to 20 of 413 holders