Avista Ownership | Who Owns Avista?
Avista Ownership Summary
Avista is owned by 86.21% institutional investors, 0.84% insiders, and 12.95% retail investors. Blackrock is the largest institutional shareholder, holding 18.88% of AVA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.93% of its assets in Avista shares.
AVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avista | 86.21% | 0.84% | 12.95% |
| Sector | Utilities Stocks | 61.35% | 8.04% | 30.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 14.75M | 18.88% | $510.66M |
| Blackrock funding, inc. /de | 14.43M | 17.88% | $547.72M |
| 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 |
| Westwood group | 2.11M | 2.62% | $80.10M |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 153.49K | 8.36% | $5.31M |
| Bruce | 201.50K | 2.48% | $7.65M |
| Yaupon capital management lp | 1.00M | 1.75% | $34.61M |
| A. d. beadell investment counsel | 36.60K | 1.09% | $1.34M |
| Moody aldrich partners | 145.34K | 1.07% | $5.52M |
| Old republic | 597.50K | 0.89% | $22.68M |
| Buck wealth strategies | 138.71K | 0.80% | $5.26M |
| Richards, merrill & peterson | 41.58K | 0.80% | $1.52M |
| Rwc asset management llp | 374.93K | 0.75% | $14.23M |
| Westwood group | 2.11M | 0.70% | $80.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 1.37M | 0.03% | 1.15M |
| Blackrock funding, inc. /de | 14.43M | 0.01% | 1.03M |
| Norges bank | 740.89K | 0.00% | 740.89K |
| Westwood group | 2.11M | 0.70% | 728.54K |
| Yaupon capital management lp | 1.00M | 1.75% | 500.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Demars financial group | 19.83K | 0.29% | -662.83K |
| Jupiter asset management | 5.29K | 0.00% | -424.91K |
| Morgan stanley | 1.02M | 0.00% | -390.37K |
| Tortoise capital advisors | - | - | -333.48K |
| Invenomic capital management lp | - | - | -275.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 740.89K | 0.00% | 740.89K | $27.14M |
| Csm advisors | 96.70K | 0.11% | 96.70K | $3.67M |
| Kingsview wealth management | 85.68K | 0.06% | 85.68K | $3.25M |
| Point72 asset management | 65.50K | 0.00% | 65.50K | $2.49M |
| Connor, clark & lunn investment management | 45.97K | 0.01% | 45.97K | $1.74M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -6.00 |
| Peoples bank/ks | -10.00 |
| Global financial private client | -11.00 |
| Nelson, van denburg & campbell wealth management group | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 377 | -0.53% | 69,585,503 | 1.99% | 86 | 1.19% | 202 | -5.16% | 107 | 11.46% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.81M | 5.93% | 706.00 |
| Vanguard Total Stock Mkt Idx Inv | 2.53M | 3.12% | -54.18K |
| Vanguard US Total Market Shares ETF | 2.46M | 3.07% | 2.31K |
| Vanguard Small Cap Index | 1.95M | 2.41% | -13.29K |
| iShares Russell 2000 ETF | 1.90M | 2.34% | -36.12K |
| iShares Select Dividend ETF | 1.66M | 2.08% | - |
| Vanguard Small Cap Value Index Inv | 1.26M | 1.55% | 3.85K |
| First Trust Value Line® Dividend ETF | 1.03M | 1.28% | -1.29K |
| SPDR® S&P Dividend ETF | 878.94K | 1.09% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 865.37K | 1.07% | -377.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 12, 2025 | Kinney Scott J | Vice President | Sell | $38.73K |
| 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 | $63.19K |
| Mar 06, 2025 | Kinney Scott J | Vice President | Sell | $25.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
AVA Ownership FAQ
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