Avista Ownership | Who Owns Avista?
Avista Ownership Summary
Avista is owned by 2.71% institutional investors, 0.84% insiders, and 96.44% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.58% of AVA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.99% of its assets in Avista shares.
AVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avista | 2.71% | 0.84% | 96.44% |
| Sector | Utilities Stocks | 33.08% | 8.63% | 58.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 15.43M | 19.58% | $565.28M |
| Blackrock | 14.75M | 18.88% | $510.66M |
| Vanguard group | 10.26M | 13.02% | $375.86M |
| State street | 4.97M | 6.31% | $182.16M |
| Public sector pension investment board | 3.58M | 4.54% | $131.01M |
| Ameriprise financial | 2.97M | 3.76% | $108.69M |
| Geode capital management | 1.83M | 2.32% | $67.00M |
| Dimensional fund advisors lp | 1.54M | 1.96% | $56.46M |
| Millennium management | 1.37M | 1.71% | $57.38M |
| Invesco | 1.28M | 1.63% | $47.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 153.49K | 8.36% | $5.31M |
| Bruce | 201.50K | 2.37% | $7.38M |
| Yaupon capital management lp | 1.00M | 1.75% | $34.61M |
| A. d. beadell investment counsel | 36.60K | 1.09% | $1.34M |
| Rwc asset management llp | 538.52K | 0.99% | $19.73M |
| Buck wealth strategies | 115.31K | 0.88% | $4.22M |
| Old republic | 597.50K | 0.86% | $21.89M |
| Richards, merrill & peterson | 41.58K | 0.80% | $1.52M |
| Moody aldrich partners | 116.10K | 0.79% | $4.25M |
| Groesbeck investment management corp /nj/ | 12.68K | 0.60% | $464.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 1.37M | 0.03% | 1.15M |
| Norges bank | 740.89K | 0.00% | 740.89K |
| Blackrock funding, inc. /de | 15.43M | 0.01% | 608.50K |
| Demars financial group | 574.59K | 0.51% | 574.59K |
| Yaupon capital management lp | 1.00M | 1.75% | 500.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuance investments | - | - | -784.92K |
| Morgan stanley | 1.02M | 0.00% | -390.37K |
| Westwood group | 1.28M | 0.36% | -379.80K |
| Assenagon asset management | 31.10K | 0.00% | -343.10K |
| Tortoise capital advisors | - | - | -333.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 740.89K | 0.00% | 740.89K | $27.14M |
| Demars financial group | 574.59K | 0.51% | 574.59K | $15.69M |
| Verition fund management | 127.31K | 0.02% | 127.31K | $4.66M |
| New age alpha advisors | 127.08K | 0.19% | 127.08K | $4.65M |
| Buck wealth strategies | 115.31K | 0.88% | 115.31K | $4.22M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -6.00 |
| Assetmark | -7.00 |
| Nelson, van denburg & campbell wealth management group | -15.00 |
| Horizon investments | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 4 | -98.81% | 2,177,286 | -96.88% | 2 | 0.03% | 3 | -98.24% | 1 | -98.99% |
| Dec 31, 2024 | 328 | -1.20% | 69,673,063 | 3.34% | 88 | 1.21% | 167 | 7.74% | 97 | -11.82% |
| Sep 30, 2024 | 329 | 3.13% | 67,406,718 | -0.35% | 85 | 1.14% | 153 | -17.74% | 110 | 54.93% |
| Jun 30, 2024 | 313 | 3.64% | 67,565,154 | 2.35% | 86 | 1.21% | 183 | 6.40% | 69 | -15.85% |
| Mar 31, 2024 | 302 | 4.86% | 66,013,682 | -0.74% | 84 | 1.16% | 172 | 17.01% | 82 | -10.87% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.80M | 5.99% | -4.24K |
| Vanguard Total Stock Mkt Idx Inv | 2.51M | 3.13% | 10.52K |
| Vanguard US Total Market Shares ETF | 2.46M | 3.07% | 2.31K |
| Vanguard Small Cap Index | 2.01M | 2.50% | 10.40K |
| iShares Russell 2000 ETF | 1.97M | 2.44% | 332.00 |
| iShares Select Dividend ETF | 1.66M | 2.08% | - |
| CT (Lux) American Smaller Com 9U USD | 1.36M | 1.68% | -223.80K |
| Vanguard Small Cap Value Index Inv | 1.30M | 1.61% | 4.04K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.23M | 1.53% | 27.57K |
| SPDR® S&P Dividend ETF | 912.91K | 1.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2025 | Cox Bryan Alden | Senior Vice President | Sell | $129.92K |
| Mar 10, 2025 | Cox Bryan Alden | Senior Vice President | Sell | $64.02K |
| Mar 06, 2025 | Kinney Scott J | Vice President | Sell | $25.86K |
| Mar 06, 2025 | Kinney Scott J | Vice President | Sell | $63.19K |
| Mar 04, 2025 | Manuel Wayne O | Vice President | Sell | $20.81K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 4 |
AVA Ownership FAQ
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