Avista Corp (AVA) shareholders
AVANYSEElectric & Other Services CombinedFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 20/3029% below fair value
$40.91+0.62 (+1.54%)
Close on Nov 13, 2026Market cap $3.43BP/E 13.7Yield 4.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.1%
75M of 84M shares
Institutional holders
416
54 new, 35 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $692.72K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 12,761,549 | 15.90% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 7,011,953 | 8.52% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,337,628 | 5.27% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 5.98% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,799,513 | 17.67% | $605.45M | +556,328 | 0.01% |
| Vanguard Portfolio Management LLC | 7,205,516 | 8.60% | $294.78M | +224,849 | 0.01% |
| State Street Corp | 5,389,253 | 6.43% | $220.48M | +246,276 | 0.01% |
| Vanguard Capital Management LLC | 3,762,419 | 4.49% | $153.92M | +70,700 | 0.00% |
| ATLAS Infrastructure Partners (UK) Ltd. | 2,291,179 | 2.74% | $93.73M | New | 2.84% |
| Geode Capital Management, LLC | 2,221,813 | 2.65% | $90.91M | +160,130 | 0.00% |
| Westwood Holdings Group Inc | 1,981,325 | 2.37% | $81.06M | −556,740 | 0.61% |
| Dimensional Fund Advisors LP | 1,533,324 | 1.83% | $62.73M | +17,161 | 0.01% |
| Morgan Stanley | 1,499,695 | 1.79% | $61.35M | −198,584 | 0.00% |
| Invesco Ltd. | 1,417,093 | 1.69% | $57.97M | +111,445 | 0.00% |
| Two Sigma Investments, LP | 1,242,432 | 1.48% | $50.83M | +226,751 | 0.04% |
| Charles Schwab Investment Management Inc | 1,163,537 | 1.39% | $47.60M | −27,172 | 0.01% |
| First Trust Advisors LP | 951,702 | 1.14% | $38.93M | −79,102 | 0.02% |
| Bank of New York Mellon Corp | 926,876 | 1.11% | $37.92M | +16,992 | 0.01% |
| UBS Group AG | 900,743 | 1.08% | $36.85M | +447,626 | 0.00% |
| Northern Trust Corp | 885,239 | 1.06% | $36.22M | +78,126 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 875,799 | 1.05% | $35.83M | +36,970 | 0.10% |
| Victory Capital Management Inc | 852,868 | 1.02% | $34.89M | +114,512 | 0.02% |
| Goldman Sachs Group Inc | 777,799 | 0.93% | $31.82M | −222,823 | 0.00% |
| Algert Global LLC | 739,725 | 0.88% | $30.26M | +100,918 | 0.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 416 | 75M | 89.1% | 54 / 173 | 114 / 35 | 8M | 4M |
| Q1 2026 | 405 | 71M | 84.4% | 49 / 146 | 126 / 41 | 17M | 5M |
| Q4 2025 | 405 | 70M | 83.9% | 64 / 160 | 114 / 27 | 7M | 5M |
| Q3 2025 | 380 | 69M | 82.4% | 39 / 136 | 142 / 27 | 6M | 6M |
| Q2 2025 | 371 | 70M | 83.3% | 45 / 154 | 109 / 44 | 7M | 7M |
| Q1 2025 | 374 | 69M | 82.8% | 74 / 140 | 95 / 29 | 9M | 9M |
| Q4 2024 | 332 | 70M | 83.1% | 49 / 119 | 101 / 45 | 5M | 4M |
| Q3 2024 | 330 | 68M | 81.5% | 48 / 108 | 111 / 29 | 19M | 4M |
| Q2 2024 | 315 | 68M | 81.1% | 48 / 136 | 72 / 32 | 5M | 7M |
| Q1 2024 | 303 | 70M | 83.8% | 48 / 124 | 85 / 32 | 6M | 5M |
| Q4 2023 | 288 | 68M | 81.7% | 50 / 97 | 93 / 27 | 6M | 4M |
| Q3 2023 | 266 | 67M | 79.7% | 40 / 101 | 84 / 32 | 7M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
352 funds held AVA in Q2 2026, 67% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of AVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,978,989 | 5.94% | $203.69M | 0.18% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,623,626 | 3.13% | $107.33M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,155,442 | 2.57% | $88.18M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,897,188 | 2.27% | $77.61M | 0.04% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 1,243,387 | 1.48% | $50.87M | 0.42% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,200,548 | 1.43% | $49.11M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 946,627 | 1.13% | $38.73M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 921,172 | 1.10% | $37.26M | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 832,162 | 0.99% | $34.04M | 0.16% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 797,313 | 0.95% | $32.62M | 0.22% | Jun 30, 2026 |
| First Trust Value Line Dividend Index Fund | 789,293 | 0.94% | $32.29M | 0.40% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 760,641 | 0.91% | $31.12M | 0.18% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 582,749 | 0.70% | $23.57M | 0.63% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 575,198 | 0.69% | $23.27M | 0.77% | Jul 31, 2026 |
| Vanguard Utilities Index Fund | 566,398 | 0.68% | $23.49M | 0.22% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Alicia G. Gibbs | Vice President | 5,283 | 0.01% | Oct 1, 2026 |
| Patrick D. Ehrbar | Vice President | 6,916 | 0.01% | Oct 1, 2026 |
| Joshua D. DiLuciano | Vice President | 8,334 | 0.01% | Sep 2, 2026 |
| Jason R. Thackston | Senior Vice President | 41,578 | 0.05% | May 14, 2026 |
| Wayne O. Manuel | Senior Vice President | 10,521 | 0.01% | May 7, 2026 |
| Alexis G. Alexander | Vice President | 3,930 | 0.00% | Mar 13, 2026 |
| Latisha Diane Hill | Vice President | 19,953 | 0.02% | Mar 3, 2026 |
| Scott J. Kinney | Vice President | 14,803 | 0.02% | Mar 3, 2026 |
| Heather Lynn Rosentrater | President & CEO | 78,827 | 0.09% | Mar 3, 2026 |
| Ryan L. Krasselt | Vice President | 30,537 | 0.04% | Mar 3, 2026 |
| Bryan Alden Cox | Senior Vice President | 20,004 | 0.02% | Mar 3, 2026 |
| Kevin J. Christie | SVP, CFO & Treasurer | 50,496 | 0.06% | Mar 3, 2026 |
| Gregory Curtis Hesler | Sr V President/Corp Secretary | 25,373 | 0.03% | Mar 3, 2026 |
| Scott Harlan Maw | Director | 33,429 | 0.04% | Sep 2, 2026 |
| Heidi B. Stanley | Director | 40,575 | 0.05% | Sep 2, 2026 |
| Kevin B. Jacobsen | Director | 15,917 | 0.02% | Sep 2, 2026 |
| Scott L. Morris | Director | 109,378 | 0.13% | Sep 2, 2026 |
| Janet D. Widmann | Director | 22,828 | 0.03% | Sep 2, 2026 |
| Sena M. Kwawu | Director | 18,459 | 0.02% | Sep 2, 2026 |
| Donald C. Burke | Director | 36,086 | 0.04% | Sep 2, 2026 |
| Jeffry L. Philipps | Director | 20,977 | 0.03% | Sep 2, 2026 |
| Julie A. Bentz | Director | 16,852 | 0.02% | Sep 2, 2026 |
| Rebecca A. Klein | Director | 31,272 | 0.04% | Sep 2, 2026 |
| David J. Meyer | – | 8,773 | 0.01% | Jun 16, 2026 |
| Dennis P. Vermillion | – | 163,992 | 0.20% | Mar 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joshua D. DiLuciano Vice President | Sep 2, 2026 | Sale | −3,857 | $37.24 | $143.63K | 8,334 |
| Joshua D. DiLuciano Vice President | Sep 2, 2026 | Sale | −818 | $37.25 | $30.47K | 12,191 |
| Rebecca A. Klein Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 31,272 |
| Julie A. Bentz Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 16,852 |
| Jeffry L. Philipps Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 20,977 |
| Scott Harlan Maw Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 33,429 |
| Donald C. Burke Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 36,086 |
| Sena M. Kwawu Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 18,459 |
| Janet D. Widmann Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 22,828 |
| Scott L. Morris Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 109,378 |
| Kevin B. Jacobsen Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 15,917 |
| Heidi B. Stanley Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 31,327 |
| David J. Meyer – | Jun 15, 2026 | Other | −44.66 | $40.98 | $1.83K | 3,662 |
| David J. Meyer – | May 15, 2026 | Other | −45.32 | $40.41 | $1.83K | 2,618 |
| Jason R. Thackston Senior Vice President | May 14, 2026 | Gift | −3,210 | $41.16 | $132.12K | 41,578 |
| Scott L. Morris Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 109,334 |
| Heidi B. Stanley Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 31,283 |
| Kevin B. Jacobsen Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 15,873 |
| Julie A. Bentz Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 16,808 |
| Jeffry L. Philipps Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 20,933 |
| Sena M. Kwawu Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 18,415 |
| Rebecca A. Klein Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 31,228 |
| Scott Harlan Maw Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 33,385 |
| Janet D. Widmann Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 22,784 |
| Donald C. Burke Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 36,042 |
| Wayne O. Manuel Senior Vice President | May 7, 2026 | Sale | −1,593 | $40.98 | $65.28K | 10,521 |
| David J. Meyer – | Apr 15, 2026 | Other | −46.19 | $41.41 | $1.91K | 2,663 |
| David J. Meyer – | Mar 16, 2026 | Other | −48.08 | $39.93 | $1.92K | 3,757 |
| Alexis G. Alexander Vice President | Mar 13, 2026 | Sale | −555 | $39.80 | $22.09K | 3,930 |
| Scott L. Morris Director | Mar 9, 2026 | Gift | −8,613 | $39.66 | $341.59K | 105,796 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Tax withholding | −500 | $39.92 | $19.96K | 44,788 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Option exercise | +2,052 | – | – | 45,288 |
| David J. Meyer – | Mar 2, 2026 | Option exercise | +1,051 | – | – | 5,360 |
| David J. Meyer – | Mar 2, 2026 | Tax withholding | −256 | $39.92 | $10.22K | 5,104 |
| Latisha Diane Hill Vice President | Mar 2, 2026 | Tax withholding | −263 | $39.92 | $10.50K | 18,978 |
| Latisha Diane Hill Vice President | Mar 2, 2026 | Option exercise | +1,051 | – | – | 19,241 |
| Alexis G. Alexander Vice President | Mar 2, 2026 | Tax withholding | −79 | $39.92 | $3.15K | 4,485 |
| Alexis G. Alexander Vice President | Mar 2, 2026 | Option exercise | +257 | – | – | 4,564 |
| Scott J. Kinney Vice President | Mar 2, 2026 | Tax withholding | −275 | $39.92 | $10.98K | 13,418 |
| Scott J. Kinney Vice President | Mar 2, 2026 | Option exercise | +1,126 | – | – | 13,693 |
| Ryan L. Krasselt Vice President | Mar 2, 2026 | Tax withholding | −255 | $39.92 | $10.18K | 30,537 |
| Ryan L. Krasselt Vice President | Mar 2, 2026 | Option exercise | +1,051 | – | – | 30,792 |
| Joshua D. DiLuciano Vice President | Mar 2, 2026 | Tax withholding | −274 | $39.92 | $10.94K | 13,009 |
| Joshua D. DiLuciano Vice President | Mar 2, 2026 | Option exercise | +1,126 | – | – | 13,283 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Tax withholding | −500 | $39.92 | $19.96K | 58,788 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Option exercise | +2,052 | – | – | 59,288 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Mar 2, 2026 | Option exercise | +1,652 | – | – | 25,373 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Mar 2, 2026 | Tax withholding | −403 | $39.92 | $16.09K | 24,970 |
| Kevin J. Christie SVP, CFO & Treasurer | Mar 2, 2026 | Option exercise | +2,724 | – | – | 46,908 |
| Kevin J. Christie SVP, CFO & Treasurer | Mar 2, 2026 | Tax withholding | −664 | $39.92 | $26.51K | 46,244 |
| Wayne O. Manuel Senior Vice President | Mar 2, 2026 | Tax withholding | −270 | $39.92 | $10.78K | 12,114 |
| Wayne O. Manuel Senior Vice President | Mar 2, 2026 | Option exercise | +1,082 | – | – | 12,384 |
| Heather Lynn Rosentrater President & CEO | Mar 2, 2026 | Tax withholding | −671 | $39.92 | $26.79K | 78,132 |
| Heather Lynn Rosentrater President & CEO | Mar 2, 2026 | Option exercise | +2,752 | – | – | 78,803 |
| Bryan Alden Cox Senior Vice President | Mar 2, 2026 | Option exercise | +1,376 | – | – | 9,777 |
| Bryan Alden Cox Senior Vice President | Mar 2, 2026 | Tax withholding | −336 | $39.92 | $13.41K | 9,441 |
| Bryan Alden Cox Senior Vice President | Feb 26, 2026 | Sale | −1,768 | $40.18 | $71.04K | 8,401 |
| David J. Meyer – | Feb 17, 2026 | Other | −46.64 | $42.68 | $1.99K | 3,766 |
| Scott J. Kinney Vice President | Feb 9, 2026 | Award | +2,048 | $40.99 | $83.95K | 12,567 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Feb 9, 2026 | Award | +3,147 | $40.99 | $129.00K | 23,721 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.64%
4M shares short
Days to cover
6.9
At 1M shares a day
Change since last report
+0.1%
From 4M shares
Short volume, 20 days
62.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Avista's stock actually held short. Settlement fails (shares not delivered on time) peaked at 420 shares on Sep 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joshua D. DiLuciano Officer, Vice President Energy Delivery | Sep 2, 2026 | 4,675 | $174.10K | Sep 2, 2026 | Retained Shares |
| Wayne O. Manuel Officer, Senior Vice President | May 7, 2026 | 1,593 | $64.64K | May 7, 2026 | Restricted Stock Vesting |
| Alexis G. Alexander Vice President | Mar 13, 2026 | 555 | $22.09K | Mar 13, 2026 | Retained Shares |
| Bryan Alden Cox Senior Vice President | Feb 26, 2026 | 1,768 | $70.51K | Feb 26, 2026 | Retained Shares |
| Wayne O. Manuel Senior Vice President | Dec 16, 2025 | 1,785 | $69.24K | Dec 16, 2025 | Retained Shares |
| Janet D. Widmann Director | Dec 12, 2025 | 7,400 | $286.68K | Dec 12, 2025 | Director Stock Issuance |
| David J. Meyer Vice President | Sep 5, 2025 | 1,367 | $50.05K | Sep 5, 2025 | Restricted Stock Vesting |
| Bryan Alden Cox Officer | Mar 13, 2025 | 3,322 | $129.99K | Mar 13, 2025 | Restricted Stock Vesting |
| Bryan Alden Cox Officer | Mar 10, 2025 | 1,605 | $63.88K | Mar 10, 2025 | Restricted Stock Vesting |
| Scott J. Kinney Officer, Vice President | Mar 6, 2025 | 2,298 | $89.17K | Mar 6, 2025 | Restricted Stock Vesting |
| Ryan L. Krasselt Officer, Vice President | Mar 4, 2025 | 4,000 | $160.08K | Mar 4, 2025 | Restricted Stock Vestings |
| Wayne O. Manuel Officer, Vice President | Mar 4, 2025 | 3,000 | $120.00K | Mar 4, 2025 | Services Rendered |
| David J. Meyer Officer, Vice President | Feb 28, 2025 | 2,000 | $80.00K | Feb 28, 2025 | Restricted Stock Vesting |
| David J. Meyer Officer, Vice President | Aug 27, 2024 | 2,400 | $92.50K | Aug 27, 2024 | Restricted Stock Vesting |
| Bryan Alden Cox Officer, Senior Vice President | Jun 6, 2024 | 1,716 | $61.26K | Jun 6, 2024 | Restricted Stock Vesting |
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