Avista Ownership | Who Owns Avista?

Overview Forecast RevenueFinancials Chart Transcripts

Avista Ownership Summary

Avista is owned by 86.44% institutional investors, 0.87% insiders, and 12.68% 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 6.33% of its assets in Avista shares.

AVA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Avista	86.44%	0.87%	12.68%
Sector	Utilities Stocks	58.57%	6.53%	34.90%
Industry	Diversified Utilities Stocks List	62.31%	5.41%	32.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	14.75M	18.88%	$510.66M
Vanguard group	9.71M	12.42%	$336.10M
State street	4.77M	6.10%	$164.92M
Public sector pension investment board	3.55M	4.54%	$122.92M
Ameriprise financial	2.77M	3.54%	$95.81M
Geode capital management	1.80M	2.30%	$62.34M
Westwood group	1.72M	2.20%	$59.60M
Dimensional fund advisors lp	1.53M	1.96%	$53.10M
Hotchkis & wiley capital management	1.24M	1.58%	$42.77M
Goldman sachs group	1.20M	1.54%	$41.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Patrizia pty	153.49K	8.36%	$5.31M
Dean capital management	63.39K	2.82%	$2.19M
Bruce	201.50K	2.29%	$6.97M
Yaupon capital management lp	1.00M	1.75%	$34.61M
Nuance investments	1.17M	1.24%	$40.65M
Dean investment associates	171.59K	0.84%	$5.94M
Old republic	597.50K	0.84%	$20.68M
Public sector pension investment board	3.55M	0.77%	$122.92M
Invenomic capital management lp	330.58K	0.56%	$11.44M
Kennedy capital management	482.23K	0.36%	$16.69M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	547.28K	0.00%	547.28K
Yaupon capital management lp	1.00M	1.75%	500.00K
Mirae asset global etfs	392.88K	0.03%	392.88K
Northwest & ethical investments	323.77K	0.32%	323.77K
Goldman sachs group	1.20M	0.01%	312.23K

Top Sellers

Holder	Shares	% Assets	Change
Hotchkis & wiley capital management	1.24M	0.15%	-732.23K
Morgan stanley	1.02M	0.00%	-390.37K
Segall bryant & hamill	-	-	-346.69K
State street	4.77M	0.01%	-272.58K
Apg asset management	-	-	-229.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	547.28K	0.00%	547.28K	$18.94M
Mirae asset global etfs	392.88K	0.03%	392.88K	$13.60M
Northwest & ethical investments	323.77K	0.32%	323.77K	$11.21M
Corebridge financial	45.41K	0.01%	45.41K	$1.57M
Inspire advisors	41.02K	0.19%	41.02K	$1.42M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-15.00
Sugarloaf wealth management	-41.00
Quarry lp	-96.00
Signaturefd	-130.00
Frg family wealth advisors	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	288	8.68%	66,503,699	0.86%	85	1.15%	147	5.00%	92	12.20%
Sep 30, 2023	265	1.92%	65,938,930	-3.39%	85	1.07%	140	32.08%	82	-12.77%
Jun 30, 2023	260	-4.41%	68,252,107	-0.08%	89	1.09%	106	-14.52%	94	-1.05%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	5.01M	6.33%	4.61K
Vanguard Total Stock Mkt Idx Inv	2.46M	3.12%	2.31K
iShares Russell 2000 ETF	2.07M	2.61%	-4.65K
Vanguard Small Cap Index	1.97M	2.50%	-10.65K
iShares Select Dividend ETF	1.66M	2.10%	-558.00
Vanguard Small Cap Value Index Inv	1.33M	1.70%	7.05K
CT (Lux) American Smaller Com 9U USD	1.32M	1.67%	55.98K
CT American Smaller Coms(US) InstAccGBP	1.30M	1.65%	39.69K
Vanguard Institutional Extnd Mkt Idx Tr	1.17M	1.49%	-23.39K
SPDR® S&P Dividend ETF	883.65K	1.12%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 27, 2024	MEYER DAVID J	Vice President	Sell	$91.97K
Jun 06, 2024	Cox Bryan Alden	Senior Vice President	Sell	$61.26K
May 31, 2024	Thackston Jason R	Senior Vice President & CSCEO	Sell	$92.45K
May 30, 2024	Hill Latisha Diane	Vice President	Sell	$61.56K
May 10, 2024	DiLuciano Joshua D	Vice President	Sell	$30.59K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	4
2024 Q1	-	-
2023 Q4	-	2

AVA Ownership FAQ

Who Owns Avista?

Avista shareholders are primarily institutional investors at 86.44%, followed by 0.87% insiders and 12.69% retail investors. The average institutional ownership in Avista's industry, Diversified Utilities Stocks List, is 62.31%, which Avista exceeds.

Who owns the most shares of Avista?

Avista’s largest shareholders are Blackrock (14.75M shares, 18.88%), Vanguard group (9.71M shares, 12.42%), and State street (4.77M shares, 6.10%). Together, they hold 37.40% of Avista’s total shares outstanding.

Does Blackrock own Avista?

Yes, BlackRock owns 18.88% of Avista, totaling 14.75M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 510.66M$. In the last quarter, BlackRock increased its holdings by 10.23K shares, a 0.07% change.

Who is Avista’s biggest shareholder by percentage of total assets invested?

Patrizia pty is Avista’s biggest shareholder by percentage of total assets invested, with 8.36% of its assets in 153.49K Avista shares, valued at 5.31M$.

Who is the top mutual fund holder of Avista shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Avista shares, with 6.33% of its total shares outstanding invested in 5.01M Avista shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools