Avista Corporation
US ˙ NYSE ˙ US05379B1070

SecurityAVA / Avista Corporation
InstitutionLsv Asset Management
Latest Disclosed Ownership516,108 shares
Latest Disclosed Value $ 20,717
Lsv Asset Management reports 135.35% increase in ownership of AVA / Avista Corporation

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 516,108 shares of Avista Corporation (US:AVA) valued at $20,716,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 219,298 shares of Avista Corporation. This represents a change in shares of 135.35% during the quarter. The current value of the position is $21,893,301 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F Avista COM 05379B107 516,108 296,810 135.35 21 150.00 0.0446
2026-02-06 2025-12-31 13F Avista COM 05379B107 219,298 120,498 121.96 8 166.67 0.0184
2025-11-06 2025-09-30 13F Avista COM 05379B107 98,800 0 0.00 4 0.00 0.0082
2025-08-11 2025-06-30 13F Avista COM 05379B107 98,800 9,600 10.76 4 0.00 0.0088
2025-05-09 2025-03-31 13F Avista COM 05379B107 89,200 89,200 4 0.0090
2019-02-05 2018-12-31 13F Avista COM 05379B107 0 -4,123 -100.00 0 -100.00
2018-11-06 2018-09-30 13F Avista COM 05379B107 4,123 -374,745 -98.91 208 -98.96 0.0003
2018-08-08 2018-06-30 13F Avista COM 05379B107 378,868 -72,600 -16.08 19,951 -13.77 0.0312
2018-05-04 2018-03-31 13F Avista COM 05379B107 451,468 -72,200 -13.79 23,137 -14.19 0.0367
2018-01-31 2017-12-31 13F Avista COM 05379B107 523,668 -7,300 -1.37 26,963 -1.91 0.0426
2017-11-13 2017-09-30 13F Avista COM 05379B107 530,968 -13,300 -2.44 27,488 18.95 0.0453
2017-08-09 2017-06-30 13F Avista COM 05379B107 544,268 -42,500 -7.24 23,109 0.86 0.0412
2017-05-01 2017-03-31 13F Avista COM 05379B107 586,768 -3,500 -0.59 22,913 -2.93 0.0418
2017-02-07 2016-12-31 13F Avista COM 05379B107 590,268 -144,600 -19.68 23,604 -23.14 0.0434
2016-11-07 2016-09-30 13F Avista COM 05379B107 734,868 6,700 0.92 30,710 -5.86 0.0603
2016-08-05 2016-06-30 13F Avista COM 05379B107 728,168 -1,900 -0.26 32,621 9.57 0.0667
2016-05-10 2016-03-31 13F Avista COM 05379B107 730,068 -189,706 -20.63 29,772 -8.48 0.0624
2016-02-03 2015-12-31 13F Avista COM 05379B107 919,774 -551,666 -37.49 32,532 -33.51 0.0706
2015-11-05 2015-09-30 13F Avista COM 05379B107 1,471,440 -5,600 -0.38 48,925 8.07 0.1097
2015-08-07 2015-06-30 13F Avista COM 05379B107 1,477,040 47,840 3.35 45,271 -7.33 0.0939
2015-05-06 2015-03-31 13F Avista COM 05379B107 1,429,200 1,429,200 0.00 48,850 0.1014
2015-02-04 2014-12-31 13F Avista COM 05379B107 0 -1,759,400 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Avista COM 05379B107 1,759,400 -89,200 -4.83 53,714 -13.32 0.1177
2014-08-06 2014-06-30 13F Avista COM 05379B107 1,848,600 77,900 4.40 61,965 14.18 0.1374
2014-04-29 2014-03-31 13F Avista COM 05379B107 1,770,700 110,409 6.65 54,271 15.96 0.1265
2014-02-05 2013-12-31 13F Avista COM 05379B107 1,660,291 698,291 72.59 46,803 84.29 0.1100
2013-11-08 2013-09-30 13F Avista COM 05379B107 962,000 517,500 116.42 25,396 111.46 0.0651
2013-08-12 2013-06-30 13F Avista COM 05379B107 444,500 444,500 12,010 0.0321
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.