AVISTA CORP AVA
COM · Common Stock · CUSIP 05379B107
US energy utility company
- SectorUtilities
- IndustryElectric & Other Services Combined
- HeadquartersSpokane, WA
- Founded1889
- Websitemyavista.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 83.8m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $40.91. Options: 4 managers hold calls ($2.5m notional), 4 hold puts ($1.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 278 |
| Q4 2022 | 288 |
| Q1 2023 | 270 |
| Q2 2023 | 262 |
| Q3 2023 | 266 |
| Q4 2023 | 288 |
| Q1 2024 | 303 |
| Q2 2024 | 315 |
| Q3 2024 | 330 |
| Q4 2024 | 332 |
| Q1 2025 | 375 |
| Q2 2025 | 372 |
| Q3 2025 | 380 |
| Q4 2025 | 405 |
| Q1 2026 | 404 |
| Q2 2026 | 416 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 151 | 140 |
| Q4 2024 | 154 | 144 |
| Q1 2025 | 206 | 124 |
| Q2 2025 | 194 | 153 |
| Q3 2025 | 173 | 168 |
| Q4 2025 | 204 | 141 |
| Q1 2026 | 188 | 165 |
| Q2 2026 | 219 | 149 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.6m | $944.3k | 0.59 |
| Q4 2025 | $1.7m | $1.2m | 0.68 |
| Q1 2026 | $2.9m | $3.1m | 1.05 |
| Q2 2026 | $2.5m | $1.8m | 0.72 |
Biggest buyers
| ATLAS Infrastructure Partners (UK) Ltd. | New | +2.3m |
| BlackRock, Inc. | Added | +556.3k |
| Bridgewater Associates, LP | Added | +453.9k |
| UBS Group AG | Added | +447.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +351.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +283.8k |
| STATE STREET CORP | Added | +246.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +226.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +224.8k |
| CONGRESS ASSET MANAGEMENT CO | Added | +181.3k |
Biggest sellers
| WESTWOOD HOLDINGS GROUP INC | Reduced | -556.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -222.8k |
| Man Group plc | Reduced | -222.4k |
| MORGAN STANLEY | Reduced | -198.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -166.0k |
| NORDEA INVESTMENT MANAGEMENT AB | Sold out | -165.9k |
| CITADEL ADVISORS LLC | Reduced | -149.7k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -139.7k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -129.3k |
| Point72 Asset Management, L.P. | Reduced | -127.7k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $1.7m40.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $535.9k13.1k shares |
| JANE STREET GROUP, LLC | Reduced | $286.4k7.0k shares |
| GROUP ONE TRADING LLC | Reduced | $12.3k300 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $679.1k16.6k shares |
| JANE STREET GROUP, LLC | Added | $658.7k16.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $405.0k9.9k shares |
| GROUP ONE TRADING LLC | New | $36.8k900 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-23 | 15.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 5 | $642.4k | — |
| Q2 2025 | 0 | — | 1 | $38.7k | — |
| Q3 2025 | 1 | $130.5k | 1 | $50.2k | — |
| Q4 2025 | 0 | — | 4 | $422.4k | — |
| Q1 2026 | 0 | — | 2 | $93.1k | — |
| Q2 2026 | 0 | — | 1 | $65.3k | — |
| Q3 2026 | 0 | — | 1 | $174.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | DiLuciano Joshua D Vice President | Sold | $174.1k4.7k shares |
| 2026-05-07 | Manuel Wayne O Senior Vice President | Sold | $65.3k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 14.8m $605.4m | Added +556.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 7.2m $294.8m | Added +224.8k |
| STATE STREET CORP 0.01% of their portfolio | 5.4m $220.5m | Added +246.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.8m $153.9m | Added +70.7k |
| ATLAS Infrastructure Partners (UK) Ltd. 2.84% of their portfolio | 2.3m $93.7m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $90.9m | Added +160.1k |
| WESTWOOD HOLDINGS GROUP INC 0.61% of their portfolio | 2.0m $81.1m | Reduced -556.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.5m $62.7m | Added +17.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $61.4m | Reduced -198.6k |
| Invesco Ltd. 0.00% of their portfolio | 1.4m $58.0m | Added +111.4k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 1.2m $50.8m | Added +226.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $47.6m | Reduced -27.2k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 951.7k $38.9m | Reduced -79.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 926.9k $37.9m | Added +17.0k |
| UBS Group AG 0.01% of their portfolio | 900.7k $36.8m | Added +447.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 885.2k $36.2m | Added +78.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 875.8k $35.8m | Added +37.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 852.9k $34.9m | Added +114.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 777.8k $31.8m | Reduced -222.8k |
| ALGERT GLOBAL LLC 0.36% of their portfolio | 739.7k $30.3m | Added +100.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 702.5k $28.7m | Added +351.5k |
| GAMCO INVESTORS, INC. ET AL 0.23% of their portfolio | 636.3k $26.0m | Added +86.6k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 612.2k $25.0m | Reduced -113.7k |
| OLD REPUBLIC INTERNATIONAL CORP 0.92% of their portfolio | 597.5k $24.5m | Unchanged |
| Nuveen, LLC 0.01% of their portfolio | 591.6k $24.2m | Added +117.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 547.5k $22.4m | Added +22.6k |
| FMR LLC 0.00% of their portfolio | 537.8k $22.0m | Added +7.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 516.9k $21.1m | Reduced -87.9k |
| LSV ASSET MANAGEMENT 0.04% of their portfolio | 514.8k $21.1m | Reduced -1.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 504.0k $20.6m | Added +12.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 498.6k $20.4m | Reduced -33.9k |
| GABELLI FUNDS LLC 0.13% of their portfolio | 492.2k $20.1m | Added +19.9k |
| Legal & General Group Plc 0.00% of their portfolio | 475.8k $19.5m | Added +4.4k |
| Bridgewater Associates, LP 0.08% of their portfolio | 472.0k $19.3m | Added +453.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 449.7k $18.4m | Added +21.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 402.5k $16.5m | Added +35.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 315.8k $12.9m | Added +283.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 315.5k $12.9m | Added +50.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 306.4k $12.5m | Reduced -106.5k |
| Sound Income Strategies, LLC 0.55% of their portfolio | 301.3k $12.3m | Added +7.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 292.8k $12.0m | Reduced -8.6k |
| NUANCE INVESTMENTS, LLC 2.01% of their portfolio | 289.0k $11.8m | Reduced -74.2k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 286.0k $11.7m | Reduced -1.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 283.9k $11.6m | Reduced -7.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 278.0k $11.4m | Reduced -64.8k |
| CONGRESS ASSET MANAGEMENT CO 0.07% of their portfolio | 273.4k $11.2m | Added +181.3k |
| Advisors Asset Management, Inc. 0.17% of their portfolio | 272.5k $11.1m | Reduced -4.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 266.7k $10.9m | Added +118.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 264.7k $10.8m | Reduced -4.0k |
| HRT FINANCIAL LP 0.02% of their portfolio | 235.6k $9.6m | Added +94.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 229.7k $9.4m | Added +2.9k |
| NORGES BANK 0.00% of their portfolio | 218.7k $8.9m | Not comparable |
| RWC Asset Management LLP 0.34% of their portfolio | 216.5k $8.9m | Reduced -38.9k |
| Man Group plc 0.02% of their portfolio | 212.2k $8.7m | Reduced -222.4k |
| Meiji Yasuda Asset Management Co Ltd. 0.39% of their portfolio | 211.7k $8.7m | Added +5.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 210.8k $8.6m | Reduced -17.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 207.0k $8.5m | Added +35.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 202.7k $8.5m | Added +2.7k |
| Bruce & Co., Inc. 2.21% of their portfolio | 200.0k $8.2m | Reduced -1.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 194.2k $7.9m | Reduced -129.3k |
| Trexquant Investment LP 0.05% of their portfolio | 191.1k $7.8m | Reduced -78.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 173.2k $7.1m | Reduced -11.1k |
| ProShare Advisors LLC 0.01% of their portfolio | 170.6k $7.0m | Added +1.7k |
| CWA Asset Management Group, LLC 0.21% of their portfolio | 167.8k $6.9m | Added +19.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 165.6k $6.8m | Added +52.3k |
| Swiss National Bank 0.00% of their portfolio | 165.6k $6.8m | Added +4.7k |
| Edgestream Partners, L.P. 0.19% of their portfolio | 154.2k $6.3m | Reduced -83.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.15% of their portfolio | 152.5k $6.2m | Added +14.7k |
| CSM Advisors, LLC 0.12% of their portfolio | 142.0k $5.8m | Added +19.2k |
| Moody Aldrich Partners LLC 0.98% of their portfolio | 132.9k $5.4m | Reduced -36.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 131.9k $5.4m | Reduced -12.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 127.4k $5.2m | Reduced -49 |
| CITIGROUP INC 0.00% of their portfolio | 121.4k $5.0m | Added +77.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 120.1k $4.9m | Reduced -2.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 118.7k $4.9m | Added +18.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 112.1k $4.6m | Reduced -9.8k |
| Cerity Partners LLC 0.01% of their portfolio | 104.4k $4.3m | Added +14.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 103.9k $4.2m | Reduced -7.3k |
| Mariner, LLC 0.00% of their portfolio | 103.3k $4.2m | Added +34.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 102.0k $4.2m | Added +43.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 100.4k $4.0m | Added +12.9k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 95.1k $3.9m | Reduced -42.1k |
| Engineers Gate Manager LP 0.05% of their portfolio | 94.8k $3.9m | Reduced -88.3k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 94.7k $3.9m | Added +43.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 93.9k $3.8m | Reduced -1.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 92.6k $3.8m | Added +41.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 91.4k $3.7m | Added +11.6k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.24% of their portfolio | 89.9k $3.7m | Added +54.1k |
| New Age Alpha Advisors, LLC 0.15% of their portfolio | 86.5k $3.5m | Added +4.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 84.1k $3.4m | Added +10.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 82.5k $3.4m | Reduced -127.7k |
| BESSEMER GROUP INC 0.00% of their portfolio | 82.1k $3.4m | Added +440 |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 79.7k $3.3m | New |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 77.6k $3.2m | Added +9.1k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 74.3k $3.0m | Reduced -9.4k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 71.2k $2.9m | Added +65 |
| Magellan Asset Management Ltd 0.06% of their portfolio | 71.0k $2.9m | Reduced -187 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 70.0k $2.9m | Added +12.1k |
| Northwest & Ethical Investments L.P. 0.07% of their portfolio | 69.5k $2.8m | Reduced -38.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 66.3k $2.7m | Reduced -40.6k |