Privia Health GroupPRVA
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 259 institutions reported holding Privia Health Group Inc. (PRVA) in their 13F filings, down 22 from Q2 2025. 29 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($486.2M), FMR LLC ($310.4M) and Vanguard Group Inc. ($301.3M). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Privia Health Group Inc.
- CUSIP
- 74276R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $65.9M |
| Exits | 49 | $45.4M |
All 13F filers, Q2 2025 → Q3 2025: 9,674,151 shares bought and 7,565,744 shares sold, net +2,108,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.01% | Add +4.2% | 19,526,145 | $486.2M |
| FMR LLC | 0.02% | Reduce -10.8% | 12,464,531 | $310.4M |
| Vanguard Group Inc. | 0.00% | Add +5.3% | 12,098,933 | $301.3M |
| Durable Capital Partners LP | 2.16% | Add +1.8% | 11,691,685 | $291.1M |
| Rubicon Founders LLC | 72.08% | No change | 5,773,522 | $143.8M |
| Riverbridge Partners LLC | 1.95% | Reduce -6.3% | 4,633,867 | $115.4M |
| State Street Corp. | 0.00% | Add +4.4% | 4,353,218 | $108.4M |
| Van Berkom & Associates Inc. | 2.72% | Add +30.1% | 3,774,565 | $94.0M |
| Bank of New York Mellon Corp | 0.01% | Add +42.8% | 3,073,481 | $76.5M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 2,783,086 | $69.3M |
| Principal Financial Group Inc. | 0.03% | Reduce -2.1% | 2,744,213 | $68.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.6% | 2,165,355 | $53.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.5% | 2,135,623 | $53.2M |
| Franklin Resources Inc. | 0.01% | Add +19.1% | 1,596,634 | $39.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 1,374,027 | $34.2M |
| Point72 Asset Management | 0.07% | New | 1,295,339 | $32.3M |
| Bank of America Corp. | 0.00% | Add +5.9% | 1,280,284 | $31.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.9% | 1,277,386 | $31.8M |
| Silvercrest Asset Management Group LLC | 0.21% | Add +1.1% | 1,259,911 | $31.4M |
| Nuveen, LLC | 0.01% | Reduce -16.4% | 1,192,318 | $29.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -3.7% | 1,134,065 | $28.2M |
| BlackBarn Capital Partners LP | 8.86% | Add +45.4% | 1,090,382 | $27.2M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 982,621 | $24.5M |
| Freestone Grove Partners LP | 0.16% | Add +59.6% | 863,148 | $21.5M |
| Eventide Asset Management, LLC | 0.30% | Reduce -10.3% | 737,694 | $18.4M |
| Bellevue Group AG | 0.34% | Add +5.6% | 666,177 | $16.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.8% | 636,272 | $15.8M |
| C WorldWide Group Holding A/S | 0.23% | No change | 610,000 | $15.2M |
| Royce & Associates LP | 0.15% | Add +54.5% | 607,191 | $15.1M |
| Millennium Management | 0.01% | Reduce -26.3% | 590,316 | $14.7M |
| Renaissance Technologies | 0.02% | Reduce -0.5% | 576,300 | $14.3M |
| Sei Investments Co. | 0.02% | Reduce -2.2% | 563,353 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 547,718 | $13.6M |
| Algert Global LLC | 0.20% | Add +277.4% | 484,304 | $12.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 453,275 | $11.3M |
| OMERS ADMINISTRATION Corp | 0.08% | No change | 452,591 | $11.3M |
| Public Sector Pension Investment Board | 0.04% | Add +25.9% | 450,010 | $11.2M |
| Invesco Ltd. | 0.00% | Reduce -0.2% | 406,963 | $10.1M |
| Clearbridge Investments, LLC | 0.01% | Add +22.8% | 401,013 | $10.0M |
| Pier Capital, LLC | 1.39% | Add +14.5% | 357,166 | $8.9M |
| ArrowMark Colorado Holdings LLC | 0.16% | New | 351,400 | $8.7M |
| Peregrine Capital Management LLC | 0.25% | Reduce -2.5% | 334,559 | $8.3M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -0.0% | 330,448 | $8.2M |
| Rhumbline Advisers | 0.01% | Add +2.9% | 328,470 | $8.2M |
| First Trust Advisors LP | 0.01% | Add +13.7% | 317,259 | $7.9M |
| UBS Group AG | 0.00% | Add +138.9% | 314,602 | $7.8M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 292,901 | $7.3M |
| Deutsche Bank AG | 0.00% | Add +3.6% | 269,622 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +14.1% | 266,968 | $6.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -1.1% | 243,438 | $6.1M |
| Advantage Alpha Capital Partners LP | 1.81% | Add +40.7% | 241,077 | $6.0M |
| Barclays PLC | 0.00% | Reduce -17.0% | 236,605 | $5.9M |
| Wellington Management Group LLP | 0.00% | Add +3.7% | 224,915 | $5.6M |
| PDT Partners, LLC | 0.34% | No change | 218,679 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 215,955 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +108.6% | 203,288 | $5.1M |
| Rhenman & Partners Asset Management AB | 0.54% | Add +113.0% | 194,189 | $4.8M |
| Cubist Systematic Strategies, LLC | 0.07% | Reduce -29.9% | 189,634 | $4.7M |
| Swiss National Bank | 0.00% | Add +1.7% | 189,100 | $4.7M |
| Great Lakes Advisors, LLC | 0.04% | New | 180,183 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +26.2% | 148,709 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Add +3.0% | 140,649 | $3.5M |
| Schroder Investment Management Group | 0.00% | Reduce -1.2% | 138,915 | $3.4M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -42.9% | 124,535 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 120,674 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.7% | 116,808 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +5.0% | 115,973 | $2.9M |
| AQR Capital Management | 0.00% | Add +109.4% | 115,804 | $2.9M |
| AlTi Global, Inc. | 0.07% | Add +0.0% | 112,627 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Add +449.6% | 111,311 | $2.8M |
| Sterling Capital Management LLC | 0.04% | Add +39.1% | 102,939 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.9% | 101,453 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +22.3% | 99,722 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 96,029 | $2.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.9% | 92,806 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 89,637 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.8% | 88,880 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -23.3% | 87,236 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.0% | 83,229 | $2.1M |
| Creative Planning | 0.00% | Add +50.5% | 77,709 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | Reduce -20.6% | 76,301 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +24.2% | 73,526 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | No change | 68,938 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Add +4.0% | 64,924 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.7% | 62,628 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -53.3% | 60,383 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | Reduce -0.1% | 58,076 | $1.4M |
| New York State Teachers Retirement System | 0.00% | No change | 57,104 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Add +0.3% | 56,618 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.1% | 55,501 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.2% | 55,467 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -72.1% | 53,848 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +8.2% | 53,000 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 51,756 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 50,021 | $1.2M |
| Bridgewater Associates | 0.00% | New | 50,023 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -40.3% | 49,078 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +402.7% | 47,623 | $1.2M |
| Integrated Quantitative Investments LLC | 0.33% | No change | 46,878 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 44,085 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -40.3% | 43,103 | $1.1M |
| STRS Ohio | 0.00% | No change | 42,600 | $1.1M |
| S&co Inc. | 0.06% | No change | 42,000 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 39,022 | $972K |
| Comerica Bank | 0.00% | Reduce -8.3% | 39,012 | $971K |
| Citadel Advisors | 0.00% | Reduce -92.3% | 38,934 | $969K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -7.2% | 38,877 | $968K |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -0.8% | 36,806 | $916K |
| Avenir Corp. | 0.10% | No change | 36,745 | $915K |
| Sectoral Asset Management Inc. | 0.56% | New | 36,500 | $909K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 36,496 | $909K |
| New York State Common Retirement Fund | 0.00% | No change | 36,450 | $908K |
| Yousif Capital Management, LLC | 0.01% | Reduce -9.4% | 35,965 | $896K |
| Affiance Financial, LLC | 0.16% | No change | 34,742 | $865K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 33,852 | $843K |
| Summit Global Investments | 0.05% | Add +273.9% | 33,677 | $839K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -25.9% | 33,462 | $833K |
| Amalgamated Bank | 0.01% | Add +10.8% | 33,016 | $822K |
| Victory Capital Management Inc. | 0.00% | Reduce -85.9% | 32,691 | $814K |
| LPL Financial LLC | 0.00% | Add +25.6% | 32,484 | $809K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +20.7% | 31,846 | $793K |
| Gotham Asset Management | 0.00% | Reduce -21.8% | 30,222 | $753K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +9.1% | 29,380 | $732K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.3% | 29,253 | $728K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 28,835 | $718K |
| Corient Private Wealth LP | 0.00% | Reduce -26.8% | 28,328 | $705K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,178 | $701K |
| State of Wisconsin Investment Board | 0.00% | Add +16.9% | 27,372 | $682K |
| Verition Fund Management LLC | 0.00% | Reduce -68.3% | 26,783 | $667K |
| Sheets Smith Investment Management | 0.42% | New | 26,284 | $654K |
| Holocene Advisors, LP | 0.00% | New | 26,028 | $648K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +9.2% | 26,014 | $648K |
| Cinctive Capital Management LP | 0.03% | Reduce -92.5% | 25,614 | $638K |
| Guidance Capital, Inc. | 0.17% | Add +4.2% | 24,427 | $635K |
| Canada Pension Plan Investment Board | 0.00% | Add +578.4% | 25,100 | $625K |
| Cerity Partners LLC | 0.00% | Reduce -4.9% | 24,910 | $620K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -10.4% | 24,845 | $619K |
| Trust Point Inc. | 0.05% | Reduce -4.5% | 24,734 | $616K |
| Teacher Retirement System of Texas | 0.00% | Add +11.4% | 23,539 | $586K |
| Tudor Investment Corporation | 0.00% | Reduce -95.1% | 22,986 | $572K |
| Inceptionr LLC | 0.14% | Add +139.1% | 22,916 | $571K |
| State of Wyoming | 0.06% | Reduce -30.5% | 22,462 | $559K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,700 | $540K |
| ProShare Advisors LLC | 0.00% | Reduce -15.0% | 21,678 | $540K |
| D. E. Shaw & Co. | 0.00% | New | 21,673 | $540K |
| ExodusPoint Capital Management, LP | 0.01% | New | 20,782 | $517K |
| Russell Investments Group, Ltd. | 0.00% | Add +33783.6% | 20,669 | $515K |
| US Bancorp \de | 0.00% | Add +25.1% | 20,623 | $514K |
| Oxford Asset Management LLP | 0.16% | New | 20,004 | $498K |
| Sheets Smith Wealth Management | 0.06% | New | 19,876 | $495K |
| Vestcor Inc | 0.01% | Add +109.5% | 19,638 | $489K |
| KLP Kapitalforvaltning As | 0.00% | No change | 19,600 | $488K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 19,599 | $488K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.0% | 19,131 | $476K |
| Bank of Montreal | 0.00% | Reduce -34.4% | 18,811 | $468K |
| DRW Securities, LLC | 0.02% | Add +3.3% | 18,506 | $464K |
| Atria Investments, Inc | 0.01% | Add +2.2% | 17,662 | $440K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 17,634 | $439K |
| MML Investors Services, LLC | 0.00% | Reduce -17.4% | 17,268 | $430K |
| Benjamin Edwards Inc. | 0.00% | Add +67.6% | 17,253 | $430K |
| Mariner, LLC | 0.00% | Reduce -53.3% | 17,151 | $427K |
| Round Rock Advisors LLC | 0.07% | New | 16,747 | $417K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.4% | 16,623 | $414K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -46.2% | 16,585 | $413K |
| Two Sigma Advisers, LP | 0.00% | Reduce -79.8% | 16,500 | $411K |
| HighTower Advisors, LLC | 0.00% | Add +10.4% | 16,261 | $405K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 15,347 | $382K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.4% | 15,287 | $381K |
| Quantinno Capital Management LP | 0.00% | New | 15,008 | $374K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +45.1% | 14,810 | $369K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.2% | 14,235 | $354K |
| Pictet Asset Management Holding SA | 0.00% | No change | 13,944 | $347K |
| Stephens Inc. | 0.00% | No change | 13,361 | $333K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -8.4% | 13,492 | $329K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.0% | 12,923 | $322K |
| Acadian Asset Management LLC | 0.00% | New | 12,969 | $321K |
| OP Asset Management Ltd | 0.00% | Add +73.8% | 12,890 | $321K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,263 | $305K |
| Choreo, LLC | 0.00% | Reduce -53.1% | 12,255 | $305K |
| Smartleaf Asset Management LLC | 0.02% | Add +37.4% | 12,398 | $303K |
| Wealth Alliance, LLC | 0.03% | Add +4.4% | 11,979 | $298K |
| Fox Run Management, L.L.C. | 0.05% | New | 11,956 | $298K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,922 | $297K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.9% | 11,006 | $274K |
| Evergreen Capital Management LLC | 0.01% | Add +18.1% | 10,874 | $271K |
| SG Americas Securities, LLC | 0.00% | Reduce -12.2% | 10,244 | $255K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -78.8% | 10,240 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -53.0% | 9,861 | $246K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.8% | 9,765 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 9,611 | $239K |
| Xponance LLC | 0.00% | Add +1.3% | 9,014 | $224K |
| M&T Bank Corp | 0.00% | New | 8,930 | $223K |
| Walleye Capital LLC | 0.00% | New | 8,397 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 7,731 | $193K |
| Assetmark, Inc. | 0.00% | Reduce -4.5% | 7,098 | $177K |
| Cwm, LLC | 0.00% | Add +94.2% | 6,634 | $165K |
| Covestor Ltd | 0.08% | Add +39.8% | 5,824 | $145K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.0% | 4,914 | $122K |
| AlphaQuest LLC | 0.01% | Reduce -47.2% | 4,326 | $108K |
| KBC Group NV | 0.00% | No change | 3,597 | $90K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 3,284 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.3% | 2,504 | $62K |
| Arax Advisory Partners | 0.00% | Add +2414.9% | 2,364 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 1,669 | $42K |
| Park Place Capital Corp | 0.01% | Reduce -24.5% | 1,617 | $40K |
| Osaic Holdings, Inc. | 0.00% | Add +86.5% | 1,565 | $39K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +12.8% | 1,434 | $36K |
| GAMMA Investing LLC | 0.00% | Reduce -50.8% | 1,445 | $36K |
| Signaturefd, LLC | 0.00% | Add +30.8% | 1,376 | $34K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,276 | $31K |
| Allworth Financial LP | 0.00% | Add +22.4% | 1,210 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -23.1% | 984 | $25K |
| Salomon & Ludwin, LLC | 0.00% | New | 883 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.1% | 837 | $21K |
| Shell Asset Management Co. | 0.00% | Reduce -73.0% | 814 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 739 | $18K |
| Bessemer Group Inc. | 0.00% | Reduce -68.8% | 677 | $17K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +973.0% | 676 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | New | 614 | $15K |
| Huntington National Bank | 0.00% | Reduce -1.9% | 612 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 623 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +94.2% | 571 | $14K |
| Wealthspire Advisors, LLC | 0.00% | New | 513 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 385 | $10K |
| Larson Financial Group LLC | 0.00% | Add +10.9% | 347 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 338 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -17.0% | 317 | $8K |
| J.Safra Asset Management Corp | 0.00% | No change | 271 | $7K |
| Private Trust Co. NA | 0.00% | Add +25.6% | 270 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +119.3% | 261 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +13.4% | 245 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.4% | 235 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +30.9% | 233 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 225 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +350.0% | 216 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -0.9% | 213 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +256.1% | 203 | $5K |
| Rothschild Investment LLC | 0.00% | Add +18.8% | 190 | $5K |
| Essential Partners LLC | 0.00% | Add +4.5% | 184 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Add +37.7% | 146 | $4K |
| Optiver Holding B.V. | 0.00% | New | 128 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 113 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 103 | $3K |
| IFP Advisors, Inc | 0.00% | Add +750.0% | 68 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +37.8% | 62 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 60 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 60 | $1K |
| Kilter Group LLC | 0.00% | Reduce -54.2% | 55 | $1K |
| First Horizon Corp. | 0.00% | — | 46 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 60 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -73.4% | 29 | $722 |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $673 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -85.6% | 23 | $551 |
| Retirement Wealth Solutions LLC | 0.00% | New | 19 | $474 |
| Clearstead Advisors, LLC | 0.00% | New | 19 | $474 |
| Advisory Services Network, LLC | 0.00% | New | 10 | $249 |
| Abound Wealth Management | 0.00% | No change | 5 | $125 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $124 |
| Avion Wealth | 0.00% | New | 25 | $0 |
"% of holder's portfolio" is PRVA's weight in each manager's 13F, not the share of Privia Health Group Inc. the manager owns.