| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $153.9M | +1.9% | 4.553% | 0.00% |
| 5 | ATLAS Infrastructure Partners (UK) Ltd. | 2.3M | $93.7M | — | 2.772% | 2.84% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $90.9M | +7.8% | 2.689% | 0.00% |
| 7 | WESTWOOD HOLDINGS GROUP INC | 2.0M | $81.1M | -21.9% | 2.398% | 0.61% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $62.7M | +1.1% | 1.855% | 0.01% |
| 9 | MORGAN STANLEY | 1.5M | $61.4M | -11.7% | 1.815% | 0.00% |
| 10 | Invesco Ltd. | 1.4M | $58.0M | +8.5% | 1.715% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 1.2M | $50.8M | +22.3% | 1.504% | 0.04% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $47.6M | -2.3% | 1.408% | 0.01% |
| 13 | FIRST TRUST ADVISORS LP | 952K | $38.9M | -7.7% | 1.152% | 0.02% |
| 14 | Bank of New York Mellon Corp | 927K | $37.9M | +1.9% | 1.122% | 0.01% |
| 15 | UBS Group AG | 901K | $36.8M | +98.8% | 1.090% | 0.00% |
| 16 | NORTHERN TRUST CORP | 885K | $36.2M | +9.7% | 1.071% | 0.00% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 876K | $35.8M | +4.4% | 1.060% | 0.10% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 853K | $34.9M | +15.5% | 1.032% | 0.02% |
| 19 | GOLDMAN SACHS GROUP INC | 778K | $31.8M | -22.3% | 0.941% | 0.00% |
| 20 | ALGERT GLOBAL LLC | 740K | $30.3M | +15.8% | 0.895% | 0.36% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 702K | $28.7M | +100.2% | 0.850% | 0.01% |
| 22 | GAMCO INVESTORS, INC. ET AL | 636K | $26.0M | +15.8% | 0.770% | 0.23% |
| 23 | Qube Research & Technologies Ltd | 612K | $25.0M | -15.7% | 0.741% | 0.02% |
| 24 | Nuveen, LLC | 592K | $24.2M | +24.8% | 0.716% | 0.01% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 547K | $22.4M | +4.3% | 0.662% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AVA — a direct measure of their conviction.
| 85.22% |
| 3.13 pp |
| $2.73B |
| +10% |
| Q4 2024 | 327 | +1.2% | 88.35% | +2.46 pp | $2.47B | 2.4% |
| Q3 2024 | 323 | — | 85.89% | — | $2.53B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
AVA institutional ownership rose by 3.70 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 58.4% of all reported 13F value in AVA, and the top 25 account for 75.6%.
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