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-Q2 13F filings (latest filed 2026-09-22). 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
80 tracked funds added or opened AVA while 86 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 382 tracked filers holding AVA, 209 increased or opened the position and 178 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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.
New buyers 6
- ATLAS Infrastructure Partners (UK) Ltd.$94M
- Assenagon Asset Management S.A.$2M
- Jupiter Topco LLC$1M
- Dynamic Technology Lab Private Ltd$922K
- Jain Global LLC$687K
- Inspire Advisors, LLC$501K
Full exits 43
- OLD REPUBLIC INTERNATIONAL CORP$24M
- LSV ASSET MANAGEMENT$21M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$7M
- NORDEA INVESTMENT MANAGEMENT AB$7M
- HRT FINANCIAL LP$6M
- TUDOR INVESTMENT CORP ET AL$6M
Largest adds
- BlackRock, Inc.$247M
- UBS Group AG$19M
- Bridgewater Associates, LP$19M
- AQR CAPITAL MANAGEMENT LLC$15M
- VANGUARD PORTFOLIO MANAGEMENT LLC$15M
- STATE STREET CORP$14M
Largest trims
- NORGES BANK$31M
- WESTWOOD HOLDINGS GROUP INC$21M
- Man Group plc$9M
- GOLDMAN SACHS GROUP INC$8M
- MORGAN STANLEY$7M
- CITADEL ADVISORS LLC$6M
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 | 18.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,205,516 | $295M | 8.9% | 2026-Q2 |
| STATE STREET CORP added | 5,389,253 | $220M | 6.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,762,419 | $154M | 4.6% | 2026-Q2 |
| ATLAS Infrastructure Partners (UK) Ltd. added | 2,291,179 | $94M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,221,813 | $91M | 2.7% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,981,325 | $81M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,533,324 | $63M | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,499,695 | $61M | 1.8% | 2026-Q2 |
| Invesco Ltd. added | 1,417,093 | $58M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,242,432 | $51M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,163,537 | $48M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 951,702 | $39M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 926,876 | $38M | 1.1% | 2026-Q2 |
| UBS Group AG added | 900,743 | $37M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 885,239 | $36M | 1.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 875,799 | $36M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 852,868 | $35M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 777,799 | $32M | 1.0% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 739,725 | $30M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 702,491 | $29M | 0.9% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 636,317 | $26M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 612,191 | $25M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 591,581 | $24M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 547,460 | $22M | 0.7% | 2026-Q2 |
| FMR LLC added | 537,811 | $22M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 516,882 | $21M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 503,979 | $21M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 498,596 | $20M | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC added | 492,242 | $20M | 0.6% | 2026-Q2 |
| Legal & General Group Plc added | 475,814 | $19M | 0.6% | 2026-Q2 |
| Bridgewater Associates, LP added | 471,986 | $19M | 0.6% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 449,741 | $18M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 402,468 | $16M | 0.5% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 315,793 | $13M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 315,532 | $13M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 306,408 | $13M | 0.4% | 2026-Q2 |
| Sound Income Strategies, LLC added | 301,293 | $12M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 292,804 | $12M | 0.4% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC trimmed | 289,030 | $12M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 285,996 | $12M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 283,860 | $12M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 278,016 | $11M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 273,449 | $11M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 272,544 | $11M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 266,700 | $11M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 264,691 | $11M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 229,693 | $9M | 0.3% | 2026-Q2 |
| NORGES BANK trimmed | 218,650 | $9M | 0.3% | 2026-Q2 |
| RWC Asset Management LLP trimmed | 216,488 | $9M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 212,181 | $9M | 0.3% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. added | 211,704 | $9M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 210,758 | $9M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 202,653 | $9M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 206,971 | $8M | 0.3% | 2026-Q2 |
| Bruce & Co., Inc. trimmed | 200,000 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 194,163 | $8M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 191,125 | $8M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 173,198 | $7M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 170,644 | $7M | 0.2% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 167,764 | $7M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 165,625 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 165,600 | $7M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 154,222 | $6M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 152,458 | $6M | 0.2% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 132,898 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 131,868 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 121,399 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 118,709 | $5M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 112,101 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 104,357 | $4M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 103,875 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 103,297 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 102,004 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 100,419 | $4M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 95,120 | $4M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 94,763 | $4M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 94,667 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 93,907 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 92,626 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 91,421 | $4M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 89,904 | $4M | 0.1% | 2026-Q2 |
| New Age Alpha Advisors, LLC added | 86,498 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 84,054 | $3M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 82,508 | $3M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 10,933,633 | $421M | 12.7% | 2025-Q4 stale (2 quarters behind) |
| OLD REPUBLIC INTERNATIONAL CORP | 597,500 | $24M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| LSV ASSET MANAGEMENT added | 516,108 | $21M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cubist Systematic Strategies, LLC trimmed | 305,888 | $12M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Brandywine Global Investment Management, LLC trimmed | 255,210 | $10M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Invenomic Capital Management LP added | 235,920 | $9M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 166,047 | $7M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NORDEA INVESTMENT MANAGEMENT AB new | 165,934 | $7M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 141,338 | $6M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TUDOR INVESTMENT CORP ET AL trimmed | 139,677 | $6M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 127,480 | $5M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CSM Advisors, LLC added | 122,797 | $5M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 122,356 | $5M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA ADVISERS, LP added | 111,100 | $4M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kingsview Wealth Management, LLC added | 93,605 | $4M | 0.1% | 2025-Q3 stale (3 quarters behind) |
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.