Privia Health GroupPRVA
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 276 institutions reported holding Privia Health Group Inc. (PRVA) in their 13F filings, up 17 from Q3 2025. 41 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($449.6M), Durable Capital Partners LP ($286.6M) and FMR LLC ($285.7M). 8 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Privia Health Group Inc.
- CUSIP
- 74276R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $24.4M |
| Exits | 26 | $13.5M |
All 13F filers, Q3 2025 → Q4 2025: 5,442,377 shares bought and 4,046,714 shares sold, net +1,395,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| BlackRock, Inc. | 0.01% | Reduce -2.9% | 18,964,163 | $449.6M |
| Durable Capital Partners LP | 2.71% | Add +3.4% | 12,087,843 | $286.6M |
| FMR LLC | 0.01% | Reduce -3.3% | 12,050,049 | $285.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 11,995,970 | $284.4M |
| Rubicon Founders LLC | 83.22% | No change | 5,773,522 | $136.9M |
| Riverbridge Partners LLC | 2.04% | Reduce -1.1% | 4,583,590 | $108.7M |
| State Street Corp. | 0.00% | Reduce -1.9% | 4,270,222 | $101.2M |
| Van Berkom & Associates Inc. | 2.63% | Add +1.9% | 3,844,256 | $91.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.9% | 3,045,516 | $72.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 2,814,290 | $66.7M |
| Principal Financial Group Inc. | 0.03% | Add +1.6% | 2,787,802 | $66.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.0% | 2,264,038 | $53.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.5% | 2,089,094 | $49.5M |
| Franklin Resources Inc. | 0.01% | Reduce -6.6% | 1,491,143 | $35.4M |
| Point72 Asset Management | 0.06% | Add +14.3% | 1,480,311 | $35.1M |
| Bank of America Corp. | 0.00% | Add +10.4% | 1,413,758 | $33.5M |
| BlackBarn Capital Partners LP | 11.05% | Add +19.2% | 1,300,000 | $30.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 1,279,341 | $30.3M |
| Northern Trust Corp. | 0.00% | Reduce -7.4% | 1,271,782 | $30.2M |
| Freestone Grove Partners LP | 0.21% | Add +40.6% | 1,213,342 | $28.8M |
| Silvercrest Asset Management Group LLC | 0.19% | Reduce -8.1% | 1,157,573 | $27.4M |
| Nuveen, LLC | 0.01% | Reduce -7.7% | 1,101,037 | $26.1M |
| Morgan Stanley | 0.00% | Add +11.8% | 1,098,941 | $26.1M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -5.7% | 1,069,021 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.6% | 894,702 | $21.2M |
| ArrowMark Colorado Holdings LLC | 0.44% | Add +139.4% | 841,266 | $19.9M |
| Citadel Advisors | 0.01% | Add +1806.3% | 742,182 | $17.6M |
| Eventide Asset Management, LLC | 0.27% | No change | 737,694 | $17.5M |
| Millennium Management | 0.01% | Add +19.1% | 702,744 | $16.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.7% | 655,853 | $15.6M |
| C WorldWide Group Holding A/S | 0.25% | No change | 610,000 | $14.5M |
| Royce & Associates LP | 0.14% | Reduce -1.9% | 595,641 | $14.1M |
| Renaissance Technologies | 0.02% | Reduce -10.8% | 514,000 | $12.2M |
| Sei Investments Co. | 0.01% | Reduce -18.2% | 460,653 | $10.9M |
| OMERS ADMINISTRATION Corp | 0.08% | No change | 452,591 | $10.7M |
| Bellevue Group AG | 0.20% | Reduce -32.7% | 448,163 | $10.6M |
| Invesco Ltd. | 0.00% | Add +5.1% | 427,615 | $10.1M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.1% | 399,858 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +23.9% | 393,117 | $9.3M |
| Clearbridge Investments, LLC | 0.01% | Reduce -7.9% | 369,394 | $8.8M |
| Pier Capital, LLC | 1.34% | Reduce -0.5% | 355,259 | $8.4M |
| Peregrine Capital Management LLC | 0.24% | Reduce -1.3% | 330,312 | $7.8M |
| Renaissance Group LLC | 0.31% | New | 327,970 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -6.0% | 308,881 | $7.3M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -9.0% | 300,776 | $7.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +340.4% | 275,833 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.1% | 275,051 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +12.3% | 273,372 | $6.5M |
| UBS Group AG | 0.00% | Reduce -15.7% | 265,251 | $6.3M |
| Barclays PLC | 0.00% | Add +7.7% | 254,840 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 250,985 | $6.0M |
| Woodline Partners LP | 0.02% | New | 240,089 | $5.7M |
| Wellington Management Group LLP | 0.00% | Add +3.8% | 233,446 | $5.5M |
| Algert Global LLC | 0.08% | Reduce -53.6% | 224,538 | $5.3M |
| PDT Partners, LLC | 0.34% | Add +1.5% | 221,979 | $5.3M |
| Bridgewater Associates | 0.02% | Add +319.8% | 210,014 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 204,225 | $4.8M |
| Focus Partners Wealth | 0.01% | Reduce -1.1% | 201,142 | $4.8M |
| Deutsche Bank AG | 0.00% | Reduce -27.2% | 196,224 | $4.7M |
| Swiss National Bank | 0.00% | Add +2.4% | 193,600 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +41.4% | 170,621 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +58.9% | 152,540 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.9% | 146,073 | $3.5M |
| Schroder Investment Management Group | 0.00% | Add +0.8% | 140,038 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +46.4% | 130,104 | $3.1M |
| AQR Capital Management | 0.00% | Add +10.1% | 127,520 | $3.0M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -30.5% | 125,265 | $3.0M |
| Rhenman & Partners Asset Management AB | 0.28% | Reduce -35.6% | 125,000 | $3.0M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 124,535 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.9% | 122,017 | $2.9M |
| AlTi Global, Inc. | 0.06% | Reduce -0.0% | 112,615 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +50.5% | 110,681 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.0% | 110,564 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.8% | 108,924 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -6.7% | 108,265 | $2.6M |
| Sterling Capital Management LLC | 0.04% | Add +0.5% | 103,433 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +7.0% | 95,926 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.5% | 93,249 | $2.2M |
| Nomura Asset Management International Inc. | 0.00% | — | 90,892 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -3.4% | 84,267 | $2.0M |
| Creative Planning | 0.00% | Add +5.8% | 82,238 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.5% | 79,448 | $1.9M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -83.6% | 74,346 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 66,519 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.3% | 65,747 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +28.4% | 64,221 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +13.4% | 62,917 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | — | 58,729 | $1.4M |
| New York State Teachers Retirement System | 0.00% | No change | 57,104 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +91.2% | 55,924 | $1.3M |
| Integrated Quantitative Investments LLC | 0.28% | Add +17.9% | 55,248 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 53,885 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 53,000 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 51,756 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 49,623 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +82.9% | 45,900 | $1.1M |
| Future Fund LLC | 0.33% | New | 44,291 | $1.1M |
| One Capital Management, LLC | 0.03% | New | 44,291 | $1.1M |
| LPL Financial LLC | 0.00% | Add +36.2% | 44,246 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 44,085 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +34.6% | 44,011 | $1.0M |
| Intech Investment Management LLC | 0.01% | No change | 43,103 | $1.0M |
| STRS Ohio | 0.00% | No change | 42,600 | $1.0M |
| S&co Inc. | 0.06% | No change | 42,000 | $995K |
| Harbor Capital Advisors, Inc. | 0.08% | Add +13.5% | 41,761 | $990K |
| ExodusPoint Capital Management, LP | 0.01% | Add +97.3% | 41,000 | $972K |
| D. E. Shaw & Co. | 0.00% | Add +85.9% | 40,285 | $955K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.6% | 40,130 | $951K |
| Citigroup Inc. | 0.00% | Reduce -34.4% | 39,635 | $940K |
| State of Wisconsin Investment Board | 0.00% | Add +44.2% | 39,464 | $936K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +165.0% | 39,243 | $933K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 39,022 | $925K |
| Guggenheim Capital LLC | 0.01% | New | 38,490 | $913K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.3% | 37,688 | $894K |
| Gotham Asset Management | 0.00% | Add +22.4% | 36,995 | $877K |
| Avenir Corp. | 0.09% | No change | 36,745 | $871K |
| New York State Common Retirement Fund | 0.00% | No change | 36,450 | $864K |
| Comerica Bank | 0.00% | Reduce -9.8% | 35,202 | $835K |
| Affiance Financial, LLC | 0.13% | No change | 34,742 | $824K |
| Trexquant Investment LP | 0.01% | New | 34,598 | $820K |
| Amalgamated Bank | 0.01% | Add +1.6% | 33,550 | $795K |
| State of Wyoming | 0.09% | Add +48.6% | 33,389 | $792K |
| Brevan Howard Capital Management LP | 0.02% | New | 32,835 | $779K |
| Summit Global Investments | 0.04% | Reduce -5.7% | 31,763 | $753K |
| Norges Bank | 0.00% | — | 31,665 | $751K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.6% | 31,790 | $738K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -4.4% | 30,441 | $722K |
| MML Investors Services, LLC | 0.00% | Add +68.2% | 29,045 | $689K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.6% | 28,624 | $679K |
| Inceptionr LLC | 0.18% | Add +22.5% | 28,065 | $665K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -0.8% | 27,947 | $663K |
| Arizona State Retirement System | 0.00% | Reduce -5.1% | 27,363 | $649K |
| Jane Street Group, LLC | 0.00% | New | 26,924 | $638K |
| Cerity Partners LLC | 0.00% | Add +6.1% | 26,424 | $627K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.5% | 26,414 | $626K |
| Benjamin Edwards Inc. | 0.01% | Add +52.2% | 26,252 | $622K |
| Capstone Investment Advisors, LLC | 0.01% | Add +5.4% | 26,183 | $621K |
| Sectoral Asset Management Inc. | 0.49% | Reduce -28.8% | 26,000 | $616K |
| Horizon Investments, LLC | 0.01% | New | 25,451 | $603K |
| Acadian Asset Management LLC | 0.00% | Add +94.7% | 25,251 | $597K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -23.6% | 25,583 | $594K |
| Guidance Capital, Inc. | 0.15% | Add +1.5% | 24,791 | $594K |
| Trust Point Inc. | 0.05% | Add +0.9% | 24,954 | $592K |
| Corient Private Wealth LP | 0.00% | Reduce -15.0% | 24,067 | $571K |
| SG Americas Securities, LLC | 0.00% | Add +124.8% | 23,024 | $546K |
| ProShare Advisors LLC | 0.00% | Add +4.1% | 22,576 | $535K |
| Quadrant Capital Group LLC | 0.02% | Add +46.0% | 22,318 | $529K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,700 | $515K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.1% | 21,000 | $498K |
| Pathstone Holdings, LLC | 0.00% | New | 20,635 | $489K |
| Natixis Advisors, LLC | 0.00% | Add +6.4% | 20,352 | $483K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 20,177 | $478K |
| Blair William & Co. | 0.00% | Add +2.0% | 19,999 | $474K |
| Atria Investments, Inc | 0.01% | Add +12.2% | 19,821 | $470K |
| Vestcor Inc | 0.01% | No change | 19,638 | $466K |
| Truist Financial Corp. | 0.00% | Add +11.1% | 19,594 | $465K |
| Quantinno Capital Management LP | 0.00% | Add +30.1% | 19,518 | $463K |
| OP Asset Management Ltd | 0.01% | Add +49.4% | 19,260 | $457K |
| Bleakley Financial Group, LLC | 0.01% | Add +10.2% | 18,311 | $434K |
| Teacher Retirement System of Texas | 0.00% | Reduce -24.4% | 17,806 | $422K |
| Park Avenue Securities LLC | 0.00% | Add +23.0% | 17,507 | $415K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.0% | 16,915 | $401K |
| Round Rock Advisors LLC | 0.06% | No change | 16,747 | $397K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +5.9% | 16,250 | $385K |
| Bailard, Inc. | 0.01% | New | 15,881 | $377K |
| Two Sigma Investments, LP | 0.00% | Reduce -71.0% | 15,609 | $370K |
| Mariner, LLC | 0.00% | Reduce -10.5% | 15,355 | $365K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 15,275 | $362K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 14,815 | $351K |
| Voya Financial Advisors, Inc. | 0.03% | Add +8.4% | 14,622 | $349K |
| US Bancorp \de | 0.00% | Reduce -28.9% | 14,658 | $348K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.1% | 14,395 | $343K |
| Pictet Asset Management Holding SA | 0.00% | No change | 13,944 | $331K |
| Stephens Inc. | 0.00% | Add +3.4% | 13,810 | $327K |
| Evergreen Capital Management LLC | 0.01% | Add +25.7% | 13,673 | $324K |
| Susquehanna International Group, LLP | 0.00% | New | 13,666 | $324K |
| Verition Fund Management LLC | 0.00% | Reduce -49.3% | 13,587 | $322K |
| Choreo, LLC | 0.00% | Add +9.3% | 13,396 | $320K |
| Headlands Technologies LLC | 0.03% | New | 13,337 | $316K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.3% | 13,215 | $313K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -37.2% | 12,984 | $308K |
| Wealth Alliance, LLC | 0.03% | Add +7.5% | 12,871 | $305K |
| Raymond James Financial Inc. | 0.00% | New | 12,500 | $296K |
| Keebeck Wealth Management | 0.03% | New | 12,378 | $293K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,922 | $283K |
| Mirabella Financial Services LLP | 0.03% | New | 11,442 | $271K |
| Holocene Advisors, LP | 0.00% | Reduce -56.2% | 11,410 | $271K |
| Parkside Financial Bank & Trust | 0.02% | Add +3.5% | 11,386 | $270K |
| Bank of Montreal | 0.00% | Reduce -40.1% | 11,266 | $267K |
| Blueshift Asset Management, LLC | 0.07% | New | 10,646 | $252K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -75.0% | 9,727 | $231K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,611 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.1% | 9,521 | $226K |
| Sheets Smith Wealth Management | 0.02% | Reduce -52.2% | 9,497 | $225K |
| Two Sigma Securities, LLC | 0.03% | New | 9,244 | $219K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,208 | $218K |
| M&T Bank Corp | 0.00% | Add +2.9% | 9,190 | $218K |
| Xponance LLC | 0.00% | Add +1.8% | 9,180 | $218K |
| Amundi | 0.00% | New | 8,837 | $210K |
| Caxton Associates LLP | 0.00% | New | 8,726 | $207K |
| EntryPoint Capital, LLC | 0.08% | New | 8,582 | $203K |
| Cwm, LLC | 0.00% | Add +2.6% | 6,807 | $161K |
| Assetmark, Inc. | 0.00% | Reduce -4.6% | 6,774 | $161K |
| Kemnay Advisory Services Inc. | 0.02% | New | 6,006 | $142K |
| New Age Alpha Advisors, LLC | 0.01% | New | 5,506 | $131K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 4,958 | $118K |
| Covestor Ltd | 0.06% | Reduce -15.7% | 4,909 | $116K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 4,561 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +79.3% | 4,491 | $106K |
| AlphaQuest LLC | 0.01% | No change | 4,326 | $103K |
| GAMMA Investing LLC | 0.01% | Add +198.6% | 4,314 | $102K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,921 | $93K |
| KBC Group NV | 0.00% | No change | 3,597 | $85K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 3,325 | $79K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.5% | 1,928 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 1,652 | $39K |
| Park Place Capital Corp | 0.01% | No change | 1,617 | $38K |
| Global Retirement Partners, LLC | 0.00% | Add +579.8% | 1,584 | $38K |
| Bessemer Group Inc. | 0.00% | Add +112.0% | 1,435 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -1.0% | 1,362 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +76.3% | 1,303 | $31K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.6% | 1,256 | $30K |
| Allworth Financial LP | 0.00% | Reduce -2.8% | 1,176 | $28K |
| SageView Advisory Group, LLC | 0.00% | New | 1,154 | $27K |
| Hantz Financial Services, Inc. | 0.00% | Add +456.2% | 1,129 | $27K |
| Bayban | 0.02% | — | 1,081 | $26K |
| Financial Management Professionals, Inc. | 0.00% | No change | 984 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 897 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 883 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.4% | 839 | $20K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.9% | 796 | $19K |
| Colonial Trust Co / SC | 0.00% | Add +15.1% | 717 | $17K |
| Los Angeles Capital Management LLC | 0.00% | New | 636 | $16K |
| Private Trust Co. NA | 0.00% | Add +130.0% | 621 | $15K |
| UMB Bank, n.a. | 0.00% | Add +84.5% | 585 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 569 | $13K |
| International Assets Investment Management, LLC | 0.00% | New | 548 | $13K |
| First Horizon Corp. | 0.00% | Add +1021.7% | 516 | $12K |
| Huntington National Bank | 0.00% | Reduce -25.5% | 456 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +62.5% | 424 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -33.1% | 411 | $10K |
| Meramec Financial Planners, LLC | 0.00% | — | 439 | $10K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 402 | $10K |
| Quarry LP | 0.00% | New | 343 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -7.2% | 322 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +33.6% | 314 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +154.9% | 288 | $7K |
| J.Safra Asset Management Corp | 0.00% | No change | 271 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -3.3% | 237 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 225 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +900.0% | 230 | $5K |
| Rothschild Investment LLC | 0.00% | Add +7.9% | 205 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 201 | $5K |
| Essential Partners LLC | 0.00% | No change | 184 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 176 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 149 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 146 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 103 | $2K |
| WPG Advisers, LLC | 0.00% | Add +175.9% | 80 | $2K |
| High Note Wealth, LLC | 0.00% | New | 68 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 62 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 60 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 60 | $1K |
| Kilter Group LLC | 0.00% | No change | 55 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $641 |
| Retirement Wealth Solutions LLC | 0.00% | Add +26.3% | 24 | $570 |
| Root Financial Partners, LLC | 0.00% | New | 24 | $569 |
| IFP Advisors, Inc | 0.00% | Reduce -67.7% | 22 | $522 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 15 | $356 |
| Gilpin Wealth Management, LLC | 0.00% | — | 13 | $309 |
| Ankerstar Wealth, LLC | 0.00% | — | 10 | $237 |
| Arax Advisory Partners | 0.00% | Reduce -99.6% | 10 | $237 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $119 |
| Abound Wealth Management | 0.00% | No change | 5 | $119 |
| Optima Capital LLC | 0.00% | New | 4 | $95 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $57 |
"% of holder's portfolio" is PRVA's weight in each manager's 13F, not the share of Privia Health Group Inc. the manager owns.