Who owns Avista (AVA)
Which tracked institutional funds hold AVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVA is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 206 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AVA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 404 tracked filers holding AVA, 194 increased or opened the position and 174 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 203
- VANGUARD PORTFOLIO MANAGEMENT LLC$280M
- VANGUARD CAPITAL MANAGEMENT LLC$148M
- WESTWOOD HOLDINGS GROUP INC$102M
- GEODE CAPITAL MANAGEMENT, LLC$83M
- MORGAN STANLEY$68M
- DIMENSIONAL FUND ADVISORS LP$61M
Largest adds
- BlackRock, Inc.$247M
- Bridgewater Associates, LP$19M
- AQR CAPITAL MANAGEMENT LLC$15M
- STATE STREET CORP$14M
- TWO SIGMA INVESTMENTS, LP$10M
- Invesco Ltd.$9M
Largest trims
- NORGES BANK$31M
- Point72 Asset Management, L.P.$5M
- D. E. Shaw & Co., Inc.$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,799,513 | $605M | 18.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,980,667 | $280M | 8.7% | 2026-Q1 |
| STATE STREET CORP added | 5,389,253 | $220M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,691,719 | $148M | 4.6% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 2,538,065 | $102M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,061,683 | $83M | 2.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,698,279 | $68M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,516,163 | $61M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 1,417,093 | $58M | 1.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,242,432 | $51M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,190,709 | $48M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,030,804 | $41M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,000,622 | $40M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 909,884 | $37M | 1.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 838,829 | $34M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 807,113 | $32M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 738,356 | $30M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 725,934 | $29M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 702,491 | $29M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 638,807 | $26M | 0.8% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP | 597,500 | $24M | 0.7% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 549,732 | $22M | 0.7% | 2026-Q1 |
| FMR LLC added | 537,811 | $22M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 532,511 | $21M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 516,882 | $21M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 524,829 | $21M | 0.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 516,108 | $21M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 491,669 | $20M | 0.6% | 2026-Q1 |
| Bridgewater Associates, LP added | 471,986 | $19M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 474,048 | $19M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC added | 472,322 | $19M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 471,397 | $19M | 0.6% | 2026-Q1 |
| UBS Group AG added | 453,117 | $18M | 0.6% | 2026-Q1 |
| Man Group plc added | 434,541 | $17M | 0.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 428,574 | $17M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 412,866 | $17M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 366,958 | $15M | 0.5% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC added | 363,217 | $15M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 342,766 | $14M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 323,506 | $13M | 0.4% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 301,363 | $12M | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC added | 294,142 | $12M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 291,099 | $12M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 287,585 | $12M | 0.4% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 276,701 | $11M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 266,700 | $11M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 269,734 | $11M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 268,651 | $11M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 265,539 | $11M | 0.3% | 2026-Q1 |
| RWC Asset Management LLP added | 255,371 | $10M | 0.3% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 237,641 | $10M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 228,215 | $9M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 226,820 | $9M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 218,650 | $9M | 0.3% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. new | 206,368 | $8M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 199,928 | $8M | 0.3% | 2026-Q1 |
| Bruce & Co., Inc. | 201,500 | $8M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 184,248 | $7M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 183,043 | $7M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 171,131 | $7M | 0.2% | 2026-Q1 |
| Moody Aldrich Partners LLC trimmed | 169,211 | $7M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC added | 168,985 | $7M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 165,625 | $7M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 166,047 | $7M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB new | 165,934 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 164,757 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 160,900 | $6M | 0.2% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 148,202 | $6M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 144,237 | $6M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 141,338 | $6M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 139,677 | $6M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 137,747 | $6M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 139,529 | $5M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 127,480 | $5M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC added | 122,797 | $5M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 122,356 | $5M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 121,902 | $5M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 118,709 | $5M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 111,177 | $4M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 107,924 | $4M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 106,903 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 95,327 | $4M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 92,177 | $4M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 90,439 | $4M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 89,529 | $4M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 82,508 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 87,509 | $3M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 83,728 | $3M | 0.1% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 82,050 | $3M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 81,642 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 10,933,633 | $421M | 13.0% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 343,989 | $13M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 305,888 | $12M | 0.4% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 255,210 | $10M | 0.3% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 225,503 | $9M | 0.3% | 2025-Q1 stale |
| Invenomic Capital Management LP added | 235,920 | $9M | 0.3% | 2025-Q4 stale |
| Buck Wealth Strategies, LLC added | 143,956 | $5M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 111,100 | $4M | 0.1% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC added | 93,605 | $4M | 0.1% | 2025-Q3 stale |
| Balyasny Asset Management L.P. trimmed | 87,542 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.