AVISTA CORP (AVA) — Institutional Holders, Q2 2026 (page 3)
419 institutional investment managers reported a AVA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AVA 13F holders ranked 201–300 of 419
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | MACKENZIE FINANCIAL#201 · 14,406 sh | 14,406 | $589.3K | <0.01% | -33.7% |
| 202 | JONES FINANCIAL COMPANIES LLLP#202 · 13,865 sh | 13,865 | $579.1K | <0.01% | +11.7% |
| 203 | Mitsubishi UFJ & Banking#203 · 13,985 sh | 13,985 | $572.1K | <0.01% | +30.8% |
| 204 | MBM WEALTH CONSULTANTS#204 · 13,970 sh | 13,970 | $571.5K | — | +13.3% |
| 205 | COMMONWEALTH EQUITY SERVICES#205 · 13,459 sh | 13,459 | $550.6K | <0.01% | +8.5% |
| 206 | Merit Financial Group#206 · 13,348 sh | 13,348 | $546.1K | <0.01% | +34.5% |
| 207 | OCCUDO QUANTITATIVE STRATEGIES#207 · 13,325 sh | 13,325 | $545.1K | 0.03% | -32.5% |
| 208 | PNC FINANCIAL SERVICES GROUP#208 · 13,098 sh | 13,098 | $535.8K | <0.01% | +2.9% |
| 209 | Focus Partners Wealth#209 · 12,539 sh | 12,539 | $513.0K | <0.01% | +33.3% |
| 210 | Sterling Capital Management#210 · 12,462 sh | 12,462 | $509.8K | — | +357.8% |
| 211 | Orion Porfolio Solutions#211 · 12,395 sh | 12,395 | $507.1K | <0.01% | -1.0% |
| 212 | Baird Financial Group#212 · 12,287 sh | 12,287 | $502.7K | <0.01% | 0.0% |
| 213 | Inspire Advisors#213 · 12,257 sh | 12,257 | $501.4K | 0.03% | New |
| 214 | Maryland State Retirement & Pension System#214 · 12,002 sh | 12,002 | $491.0K | <0.01% | +1.2% |
| 215 | DAYMARK WEALTH PARTNERS#215 · 11,736 sh | 11,736 | $480.1K | 0.01% | +5.2% |
| 216 | AIGEN INVESTMENT MANAGEMENT#216 · 11,655 sh | 11,655 | $476.8K | 0.13% | -65.2% |
| 217 | Cambridge Investment Research Advisors#217 · 11,438 sh | 11,438 | $468.0K | <0.01% | -2.3% |
| 218 | Parcion Private Wealth#218 · 11,075 sh | 11,075 | $453.1K | 0.03% | +22.6% |
| 219 | Meeder Advisory Services#219 · 11,065 sh | 11,065 | $452.7K | 0.02% | -8.0% |
| 220 | Integrated Wealth Concepts#220 · 10,882 sh | 10,882 | $445.2K | <0.01% | +60.8% |
| 221 | MEEDER ASSET MANAGEMENT#221 · 10,613 sh | 10,613 | $434.2K | 0.02% | New |
| 222 | MIRABELLA FINANCIAL SERVICES LLP#222 · 10,439 sh | 10,439 | $427.1K | 0.04% | New |
| 223 | Moors & Cabot#223 · 10,370 sh | 10,370 | $424.2K | 0.02% | +2.2% |
| 224 | US BANCORP \DE\#224 · 9,900 sh | 9,900 | $405.0K | <0.01% | -4.5% |
| 225 | Neuberger Berman Group#225 · 9,855 sh | 9,855 | $403.2K | <0.01% | +29.3% |
| 226 | Lido Advisors#226 · 9,805 sh | 9,805 | $401.1K | <0.01% | +7.8% |
| 227 | Swiss Life Asset Management Ltd#227 · 9,485 sh | 9,485 | $388.0K | <0.01% | New |
| 228 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#228 · 9,465 sh | 9,465 | $387.2K | — | +1.6% |
| 229 | First Pacific Financial#229 · 9,362 sh | 9,362 | $383.0K | — | -31.4% |
| 230 | Sequoia Financial Advisors#230 · 9,261 sh | 9,261 | $378.9K | <0.01% | +2.6% |
| 231 | TWINBEECH CAPITAL#231 · 9,093 sh | 9,093 | $372.0K | 0.07% | -50.6% |
| 232 | EntryPoint Capital#232 · 8,905 sh | 8,905 | $364.3K | 0.09% | 0.0% |
| 233 | D.A. DAVIDSON#233 · 8,863 sh | 8,863 | $362.6K | <0.01% | -10.1% |
| 234 | denkapparat Operations GmbH#234 · 8,850 sh | 8,850 | $362.1K | 0.12% | 0.0% |
| 235 | Sowell Financial Services#235 · 8,824 sh | 8,824 | $361.0K | — | -24.6% |
| 236 | XPONANCE#236 · 8,821 sh | 8,821 | $360.9K | <0.01% | +8.8% |
| 237 | Laird Norton Wetherby Company#237 · 8,616 sh | 8,616 | $352.5K | <0.01% | -0.6% |
| 238 | Holocene Advisors#238 · 8,521 sh | 8,521 | $348.6K | <0.01% | New |
| 239 | Kestra Advisory Services#239 · 8,462 sh | 8,462 | $346.2K | <0.01% | -4.3% |
| 240 | Farmers & Merchants of Long Beach#240 · 8,356 sh | 8,356 | $341.8K | — | 0.0% |
| 241 | HB Wealth Management#241 · 8,311 sh | 8,311 | $340.0K | — | New |
| 242 | Avant Financial Advisors#242 · 8,099 sh | 8,099 | $331.3K | 0.21% | 0.0% |
| 243 | AlphaCore Capital#243 · 8,006 sh | 8,006 | $327.5K | <0.01% | -6.5% |
| 244 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#244 · 7,828 sh | 7,828 | $320.0K | <0.01% | 0.0% |
| 245 | Venturi Wealth Management#245 · 7,820 sh | 7,820 | $319.9K | 0.01% | +3.3% |
| 246 | Counterpoint Mutual Funds#246 · 7,780 sh | 7,780 | $318.3K | — | New |
| 247 | MQS Management#247 · 7,664 sh | 7,664 | $313.5K | 0.38% | New |
| 248 | Verity Asset Management#248 · 7,653 sh | 7,653 | $313.1K | 0.12% | New |
| 249 | Ameritas Investment Partners#249 · 7,621 sh | 7,621 | $311.8K | <0.01% | +13.2% |
| 250 | BRIGHTON JONES#250 · 7,438 sh | 7,438 | $304.3K | <0.01% | New |
| 251 | AlphaGrep UK Ltd#251 · 7,264 sh | 7,264 | $297.2K | 0.09% | -40.0% |
| 252 | Beacon Pointe Advisors#252 · 7,230 sh | 7,230 | $295.8K | <0.01% | -5.3% |
| 253 | Envestnet Portfolio Solutions#253 · 7,192 sh | 7,192 | $294.2K | <0.01% | -1.9% |
| 254 | FIRST CITIZENS BANK#254 · 7,030 sh | 7,030 | $287.6K | — | -2.0% |
| 255 | BANK OF MONTREAL#255 · 7,017 sh | 7,017 | $287.1K | <0.01% | +3.4% |
| 256 | 111 Capital#256 · 6,992 sh | 6,992 | $286.0K | 0.05% | New |
| 257 | BOOTHBAY FUND MANAGEMENT#257 · 6,797 sh | 6,797 | $278.1K | <0.01% | New |
| 258 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#258 · 6,761 sh | 6,761 | $276.6K | 0.00% | -85.0% |
| 259 | CIM INVESTMENT MANAGEMENT#259 · 6,595 sh | 6,595 | $269.8K | 0.06% | +7.4% |
| 260 | PERSONAL CFO SOLUTIONS#260 · 6,561 sh | 6,561 | $268.4K | 0.04% | -18.7% |
| 261 | Tower Research Capital (TRC)#261 · 6,558 sh | 6,558 | $268.3K | <0.01% | -31.1% |
| 262 | Atria Investments#262 · 6,403 sh | 6,403 | $262.0K | — | +9.0% |
| 263 | PRINCIPAL SECURITIES#263 · 6,394 sh | 6,394 | $261.6K | <0.01% | -20.1% |
| 264 | Inspire Investing#264 · 6,380 sh | 6,380 | $261.0K | — | New |
| 265 | SRS Capital Advisors#265 · 6,380 sh | 6,380 | $261.0K | <0.01% | +549.7% |
| 266 | Nykredit A/S#266 · 6,335 sh | 6,335 | $259.2K | <0.01% | — |
| 267 | Farther Finance Advisors#267 · 6,233 sh | 6,233 | $255.0K | — | +3.1% |
| 268 | Crossmark Global#268 · 6,049 sh | 6,049 | $247.5K | — | 0.0% |
| 269 | Atom Investors#269 · 5,919 sh | 5,919 | $242.1K | 0.02% | New |
| 270 | IFM Investors Pty Ltd#270 · 5,830 sh | 5,830 | $238.5K | — | 0.0% |
| 271 | Asset Management One , Ltd.#271 · 5,680 sh | 5,680 | $232.4K | — | -9.6% |
| 272 | CHELSEA COUNSEL#272 · 5,600 sh | 5,600 | $229.1K | 0.10% | 0.0% |
| 273 | Vision Capital Management#273 · 5,591 sh | 5,591 | $228.7K | — | +0.2% |
| 274 | KILEY JUERGENS WEALTH MANAGEMENT#274 · 5,567 sh | 5,567 | $227.7K | 0.04% | +0.2% |
| 275 | World Investment Advisors#275 · 5,612 sh | 5,612 | $225.4K | <0.01% | -14.9% |
| 276 | Longboard Asset Management#276 · 5,506 sh | 5,506 | $225.3K | — | 0.0% |
| 277 | Quadrature Capital Ltd#277 · 5,454 sh | 5,454 | $223.1K | <0.01% | -35.5% |
| 278 | DnB Asset Management AS#278 · 5,444 sh | 5,444 | $222.7K | <0.01% | 0.0% |
| 279 | ExodusPoint Capital Management#279 · 5,426 sh | 5,426 | $222.0K | <0.01% | New |
| 280 | WILEY BROS.-AINTREE CAPITAL#280 · 5,376 sh | 5,376 | $219.9K | <0.01% | New |
| 281 | CIBC Asset Management#281 · 5,248 sh | 5,248 | $214.7K | <0.01% | +2.6% |
| 282 | Aquatic Capital Management#282 · 5,100 sh | 5,100 | $208.6K | <0.01% | New |
| 283 | State of Wyoming#283 · 4,978 sh | 4,978 | $203.7K | 0.02% | -33.1% |
| 284 | CIBC Bancorp USA#284 · 4,946 sh | 4,946 | $202.3K | <0.01% | New |
| 285 | Ensign Peak Advisors#285 · 4,317 sh | 4,317 | $176.6K | <0.01% | 0.0% |
| 286 | IFP Advisors#286 · 4,225 sh | 4,225 | $172.8K | — | +47.9% |
| 287 | Allworth Financial#287 · 3,938 sh | 3,938 | $161.1K | <0.01% | +75.5% |
| 288 | Eurizon Capital SGR S.p.A.#288 · 3,551 sh | 3,551 | $146.6K | <0.01% | +7.1% |
| 289 | CDKV#289 · 3,498 sh | 3,498 | $143.1K | 0.11% | 0.0% |
| 290 | OF VERMONT#290 · 3,494 sh | 3,494 | $142.9K | — | — |
| 291 | Dunhill Financial#291 · 3,347 sh | 3,347 | $137.0K | 0.03% | 0.0% |
| 292 | HANTZ FINANCIAL SERVICES#292 · 3,333 sh | 3,333 | $136.0K | <0.01% | +132.9% |
| 293 | GAMMA Investing#293 · 3,060 sh | 3,060 | $125.2K | — | +7.4% |
| 294 | First Command Advisory Services#294 · 2,854 sh | 2,854 | $116.8K | <0.01% | 0.0% |
| 295 | KBC Group NV#295 · 2,538 sh | 2,538 | $104.0K | — | 0.0% |
| 296 | Pinnacle Wealth Planning Services#296 · 2,537 sh | 2,537 | $103.8K | <0.01% | +4.6% |
| 297 | COMPASS FINANCIAL MANAGEMENT#297 · 2,103 sh | 2,103 | $86.0K | 0.01% | — |
| 298 | Rockefeller Capital Management L.P.#298 · 2,085 sh | 2,085 | $85.3K | <0.01% | -41.0% |
| 299 | EverSource Wealth Advisors#299 · 1,935 sh | 1,935 | $79.2K | <0.01% | -72.6% |
| 300 | Nikko Asset Management Americas#300 · 1,898 sh | 1,898 | $77.6K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.