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AVA in the 13F filings

Avista Corp · CUSIP 05379B107

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
6,241,970
combined, among listed positions
Reported value
$250m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +851,727.

Managers listing AVA in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Invesco Ltd1,305,648$52munder 0.1%Added+441,57412 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,015,681$41munder 0.1%Added+564,14615 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.604,784$24munder 0.1%Added+252,56415 May 2026 (the filing on sec.gov)
GAMCO Investors Inc549,732$22m0.22%Added+42,42814 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)530,673$21munder 0.1%Added+199,89115 May 2026 (the filing on sec.gov)
Man Group PLC434,541$17munder 0.1%Added+285,07715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC350,967$14munder 0.1%Added+84,35015 May 2026 (the filing on sec.gov)
Point72 Asset Management LP210,257$8.4munder 0.1%Trimmed-252,90815 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC166,047$6.7munder 0.1%Trimmed-48,74215 May 2026 (the filing on sec.gov)
Citadel Advisors LLC164,757$6.6munder 0.1%Trimmed-80,60715 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC147,815$5.9munder 0.1%Trimmed-68,90014 May 2026 (the filing on sec.gov)
Tudor Investment Corp139,677$5.6munder 0.1%Trimmed-151,41215 May 2026 (the filing on sec.gov)
Millennium Management LLC113,317$4.5munder 0.1%Trimmed-107,98415 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc100,401$4.0munder 0.1%Added+13,37015 May 2026 (the filing on sec.gov)
AllianceBernstein LP87,509$3.4munder 0.1%Trimmed-8,14415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC78,200$3.1munder 0.1%Added+46,78815 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP45,009$1.8munder 0.1%Added+24,59315 May 2026 (the filing on sec.gov)
Quantbot Technologies LP41,845$1.7m0.07%Added+34,60313 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC35,836$1.4munder 0.1%Added+4,33513 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd35,430$1.4munder 0.1%Held018 May 2026 (the filing on sec.gov)
Winton Group Ltd30,663$1.2munder 0.1%Trimmed-18312 May 2026 (the filing on sec.gov)
Bridgewater Associates LP18,091$726kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC12,759$512kunder 0.1%Trimmed-42,00215 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP9,605$386kunder 0.1%Trimmed-33,61815 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC7,621$306kunder 0.1%Added+1,16327 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

035810201420182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AVA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$413kn.a.n.a.
Q1 20143$15mn.a.n.a.
Q2 20141$21mn.a.n.a.
Q3 20142$21mn.a.n.a.
Q4 20141$24mn.a.n.a.
Q1 20151$15mn.a.n.a.
Q3 20151$1.3mn.a.n.a.
Q4 20152$43mn.a.n.a.
Q1 20173$5.0mn.a.n.a.
Q2 20172$22mn.a.n.a.
Q3 20172$4.3mn.a.n.a.
Q4 20171$9.1mn.a.n.a.
Q1 20183$49mn.a.n.a.
Q2 20182$80mn.a.n.a.
Q3 20183$97mn.a.n.a.
Q4 20183$19mn.a.n.a.
Q1 20199$169mn.a.n.a.
Q2 20195$158mn.a.n.a.
Q3 20195$164mn.a.n.a.
Q4 20194$182mn.a.n.a.
Q1 20207$171mn.a.n.a.
Q2 20204$125mn.a.n.a.
Q3 20203$90mn.a.n.a.
Q4 20203$63mn.a.n.a.
Q1 20211$38mn.a.n.a.
Q2 20211$2.8mn.a.n.a.
Q3 20211$6.3mn.a.n.a.
Q4 20213$11mn.a.n.a.
Q1 20222$10mn.a.n.a.
Q2 20223$13mn.a.n.a.
Q3 20222$6.6mn.a.n.a.
Q4 20223$157mn.a.n.a.
Q1 20234$16mn.a.n.a.
Q2 20231$2.5mn.a.n.a.
Q3 20232$4.9mn.a.n.a.
Q4 20231$6.7m10
Q1 20242$9.8m20
Q2 20242$11m20
Q3 20242$12m11
Q4 20243$13m30
Q1 20259$73m90
Q2 20255$29m14
Q3 20252$16m11
Q4 20252$21m1813
Q1 20263$25m1414
Q2 20264$49m1611

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AVA and SO →AVA and D →AVA and NEE →Choose a stock to compare with AVA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AVA, latest filings →Back to the 13F Explorer →