Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AVA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.2M | $571.7M | -3.1% | 17.236% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.0M | $280.2M | β | 8.447% | 0.01% |
| 3 | STATE STREET CORP | 5.1M | $206.4M | -3.1% | 6.223% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $148.2M | β | 4.467% | 0.00% |
| 5 | WESTWOOD HOLDINGS GROUP INC | 2.5M | $101.9M | -3.0% | 3.071% | 0.74% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $82.8M | +3.8% | 2.495% | 0.01% |
| 7 | MORGAN STANLEY | 1.7M | $68.2M | -6.0% | 2.055% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $60.9M | +0.3% | 1.835% | 0.01% |
| 9 | Invesco Ltd. | 1.3M | $52.4M | +51.1% | 1.580% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $47.8M | -0.9% | 1.441% | 0.01% |
| 11 | FIRST TRUST ADVISORS LP | 1.0M | $41.4M | -0.8% | 1.247% | 0.03% |
| 12 | TWO SIGMA INVESTMENTS, LP | 1.0M | $40.8M | +124.9% | 1.229% | 0.03% |
| 13 | GOLDMAN SACHS GROUP INC | 1.0M | $40.2M | -12.0% | 1.211% | 0.00% |
| 14 | Bank of New York Mellon Corp | 910K | $36.5M | -3.0% | 1.101% | 0.01% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 839K | $33.7M | -2.9% | 1.015% | 0.10% |
| 16 | NORTHERN TRUST CORP | 807K | $32.4M | +1.9% | 0.977% | 0.00% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 738K | $29.6M | +3.1% | 0.894% | 0.02% |
| 18 | Qube Research & Technologies Ltd | 726K | $29.1M | +111.5% | 0.878% | 0.03% |
| 19 | D. E. Shaw & Co., Inc. | 605K | $24.3M | +71.7% | 0.732% | 0.02% |
| 20 | GAMCO INVESTORS, INC. ET AL | 550K | $22.1M | +8.4% | 0.665% | 0.22% |
| 21 | SEI INVESTMENTS CO | 533K | $21.4M | +10.2% | 0.644% | 0.02% |
| 22 | FMR LLC | 531K | $21.3M | +60.4% | 0.642% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 525K | $21.1M | β | 0.635% | 0.01% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 492K | $19.7M | -16.1% | 0.595% | 0.01% |
| 25 | Nuveen, LLC | 474K | $19.0M | +7.1% | 0.574% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AVA β a direct measure of their conviction.
Filings activity in AVA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AVA position in Q1 2026
Institutions that fully closed their AVA position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 393 | 0.3% | 76.98% | +2.18 pp | $2.70B | +2.9% |
| Q4 2025 | 394 | +6.2% | 74.80% | +3.27 pp | $2.62B | +4.6% |
| Q3 2025 | 371 | +1.1% | 71.53% | 1.20 pp | $2.51B | 1.7% |
| Q2 2025 | 367 | 0.3% | 72.73% | 5.03 pp | $2.55B | 6.5% |
| Q1 2025 | 368 | +13% | 77.76% | +7.23 pp | $2.73B | +10% |
| Q4 2024 | 327 | +1.2% | 70.53% | 1.73 pp | $2.47B | 2.4% |
| Q3 2024 | 323 | +3.9% | 72.26% | +7.42 pp | $2.53B | +11% |
| Q2 2024 | 311 | β | 64.84% | β | $2.27B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AVA stock.
Based on Q1 2026 13F filings, institutional ownership of Avista Corporation stands at 77.0%, held across 393 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AVA, with approximately 14,243,185 shares worth $0.57B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of AVA, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AVA is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in AVA during Q1 2026, while 52 fully exited. 254 added to existing positions and 83 trimmed.
AVA institutional ownership rose by 2.18 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 60.0% of all reported 13F value in AVA, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Avista Corporation (AVA) Institutional Ownership