Privia Health GroupPRVA
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 302 institutions reported holding Privia Health Group Inc. (PRVA) in their 13F filings, up 9 from Q1 2026. 42 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($550.7M), FMR LLC ($330.6M) and Durable Capital Partners LP ($299.4M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Privia Health Group Inc.
- CUSIP
- 74276R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $17.1M |
| Exits | 34 | $45.7M |
All 13F filers, Q1 2026 → Q2 2026: 10,144,275 shares bought and 7,476,836 shares sold, net +2,667,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| BlackRock, Inc. | 0.01% | Add +12.3% | 21,402,417 | $550.7M |
| FMR LLC | 0.01% | Reduce -1.5% | 12,848,437 | $330.6M |
| Durable Capital Partners LP | 2.91% | Reduce -3.7% | 11,635,948 | $299.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +4.6% | 6,572,384 | $169.1M |
| Rubicon Founders LLC | 78.21% | Add +0.4% | 5,971,079 | $153.6M |
| Vanguard Capital Management LLC | 0.00% | Add +3.0% | 5,156,720 | $132.7M |
| State Street Corp. | 0.00% | Add +9.3% | 4,905,789 | $126.2M |
| Van Berkom & Associates Inc. | 3.08% | Reduce -8.4% | 3,711,623 | $95.5M |
| Geode Capital Management, LLC | 0.00% | Add +8.1% | 3,130,473 | $80.6M |
| Riverbridge Partners LLC | 2.15% | Reduce -23.5% | 2,998,597 | $77.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 2,892,536 | $74.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -5.0% | 2,587,878 | $66.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.0% | 2,551,861 | $65.7M |
| Wellington Management Group LLP | 0.01% | Add +850.6% | 2,130,289 | $54.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.0% | 1,948,021 | $50.1M |
| BlackBarn Capital Partners LP | 10.14% | No change | 1,585,000 | $40.8M |
| Nuveen, LLC | 0.01% | Add +54.5% | 1,465,145 | $37.7M |
| Bank of America Corp. | 0.00% | Add +14.0% | 1,432,117 | $36.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.2% | 1,374,828 | $35.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.8% | 1,302,019 | $33.5M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 1,253,501 | $32.3M |
| Franklin Resources Inc. | 0.01% | Reduce -16.9% | 1,228,616 | $31.6M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +455.5% | 1,053,271 | $27.1M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.6% | 1,014,786 | $26.1M |
| Morgan Stanley | 0.00% | Add +2.5% | 1,005,930 | $25.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +49.6% | 848,154 | $21.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.9% | 846,684 | $21.8M |
| Royce & Associates LP | 0.17% | Add +23.6% | 825,171 | $21.2M |
| Eventide Asset Management, LLC | 0.25% | No change | 737,694 | $19.0M |
| Freestone Grove Partners LP | 0.12% | Reduce -18.3% | 685,489 | $17.6M |
| Renaissance Technologies | 0.02% | Reduce -18.5% | 632,700 | $16.3M |
| C WorldWide Group Holding A/S | 0.38% | No change | 610,000 | $15.7M |
| Woodline Partners LP | 0.05% | Add +27.2% | 605,612 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.2% | 544,771 | $14.0M |
| Invesco Ltd. | 0.00% | Add +4.6% | 449,755 | $11.6M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.6% | 406,898 | $10.5M |
| Peregrine Capital Management LLC | 0.30% | Add +13.7% | 360,207 | $9.3M |
| Clearbridge Investments, LLC | 0.01% | Add +0.2% | 359,150 | $9.2M |
| D. E. Shaw & Co. | 0.01% | Add +113.6% | 353,157 | $9.1M |
| Renaissance Group LLC | 0.36% | Reduce -16.5% | 340,157 | $8.8M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 326,424 | $8.4M |
| BNP Paribas Financial Markets | 0.00% | Add +98.2% | 322,263 | $8.3M |
| UBS Group AG | 0.00% | Reduce -25.3% | 285,210 | $7.3M |
| Rhumbline Advisers | 0.01% | Reduce -5.5% | 284,515 | $7.3M |
| Millennium Management | 0.00% | Reduce -62.3% | 268,324 | $6.9M |
| ArrowMark Colorado Holdings LLC | 0.28% | Reduce -66.2% | 262,195 | $6.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -14.1% | 258,561 | $6.7M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 256,706 | $6.6M |
| AQR Capital Management | 0.00% | Add +9.7% | 255,610 | $6.6M |
| Weiss Asset Management LP | 0.11% | Add +844.1% | 253,964 | $6.5M |
| First Trust Advisors LP | 0.00% | Reduce -17.7% | 242,430 | $6.2M |
| Deutsche Bank AG | 0.00% | Add +13.3% | 234,049 | $6.0M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -8.1% | 226,999 | $5.8M |
| Bellevue Group AG | 0.12% | No change | 226,703 | $5.8M |
| Man Group plc | 0.01% | Add +435.6% | 210,624 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +1.8% | 200,770 | $5.2M |
| Squarepoint Ops LLC | 0.01% | Add +313.2% | 198,763 | $5.1M |
| Swiss National Bank | 0.00% | Add +0.9% | 195,400 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 190,872 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 178,843 | $4.7M |
| PDT Partners, LLC | 0.24% | Reduce -2.0% | 180,779 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +27.3% | 171,902 | $4.4M |
| Pier Capital, LLC | 0.54% | Add +0.3% | 159,123 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -34.1% | 156,846 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +97.4% | 146,095 | $3.8M |
| Schroder Investment Management Group | 0.00% | Reduce -1.7% | 140,738 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -14.8% | 135,521 | $3.5M |
| Cinctive Capital Management LP | 0.13% | New | 125,093 | $3.2M |
| Kornitzer Capital Management Inc. | 0.07% | No change | 124,535 | $3.2M |
| Prudential Financial Inc. | 0.00% | Add +3.2% | 123,195 | $3.2M |
| Sei Investments Co. | 0.00% | Reduce -14.0% | 120,684 | $3.1M |
| Nomura Asset Management International Inc. | 0.00% | Add +16.3% | 118,468 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +8.0% | 147,292 | $3.0M |
| Creative Planning | 0.00% | Reduce -4.7% | 108,033 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +11.6% | 106,085 | $2.7M |
| Barclays PLC | 0.00% | Add +13.8% | 103,469 | $2.7M |
| Algert Global LLC | 0.03% | Reduce -39.9% | 103,000 | $2.7M |
| HSBC Holdings PLC | 0.00% | Add +164.8% | 100,213 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +209.0% | 101,057 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -0.6% | 96,590 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.4% | 94,475 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +98.7% | 92,153 | $2.4M |
| Jump Financial, LLC | 0.02% | New | 84,012 | $2.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.9% | 83,538 | $2.1M |
| Los Angeles Capital Management LLC | 0.01% | No change | 80,869 | $2.1M |
| Future Fund LLC | 0.59% | Add +22.7% | 80,386 | $2.1M |
| Citigroup Inc. | 0.00% | Add +201.2% | 79,844 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.8% | 77,783 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +88.0% | 73,365 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +10.9% | 70,667 | $1.8M |
| LPL Financial LLC | 0.00% | Add +5.6% | 65,611 | $1.7M |
| Gsa Capital Partners LLP | 0.11% | New | 65,048 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -9.8% | 62,906 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -52.3% | 62,026 | $1.6M |
| VARCOV Co. | 0.57% | Add +74.5% | 58,732 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.5% | 58,420 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.3% | 57,323 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Add +7.4% | 57,304 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +5.1% | 55,466 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +11.7% | 54,611 | $1.4M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -12.0% | 54,290 | $1.4M |
| One Capital Management, LLC | 0.04% | No change | 65,538 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.2% | 51,900 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -49.7% | 51,843 | $1.3M |
| Rhenman & Partners Asset Management AB | 0.12% | New | 50,000 | $1.3M |
| STRS Ohio | 0.00% | Add +15.7% | 49,300 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -90.0% | 48,835 | $1.3M |
| Gotham Asset Management | 0.00% | Reduce -39.2% | 46,822 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.1% | 45,958 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -28.3% | 45,883 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 45,280 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.5% | 44,777 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +0.4% | 44,111 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 44,085 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -23.3% | 43,932 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +16.5% | 42,450 | $1.1M |
| S&co Inc. | 0.06% | No change | 42,000 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.1% | 41,545 | $1.1M |
| Amundi | 0.00% | Add +55.5% | 39,573 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 37,862 | $974K |
| Fifth Third Bancorp | 0.00% | Reduce -0.8% | 37,829 | $973K |
| Engineers Gate Manager LP | 0.01% | Reduce -26.3% | 37,800 | $973K |
| SG Americas Securities, LLC | 0.00% | Reduce -20.9% | 36,831 | $948K |
| Avenir Corp. | 0.12% | No change | 36,745 | $945K |
| Allstate Corp. | 0.01% | New | 36,110 | $929K |
| Russell Investments Group, Ltd. | 0.00% | Add +185.7% | 35,996 | $926K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +11.3% | 35,657 | $917K |
| Affiance Financial, LLC | 0.13% | No change | 34,742 | $894K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.5% | 33,708 | $867K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +5.6% | 33,653 | $866K |
| Acadian Asset Management LLC | 0.00% | New | 33,105 | $850K |
| Bank of Montreal | 0.00% | Reduce -11.0% | 31,981 | $823K |
| Amalgamated Bank | 0.01% | Reduce -4.3% | 31,884 | $820K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -16.9% | 31,832 | $819K |
| Yousif Capital Management, LLC | 0.01% | Add +1.2% | 31,782 | $818K |
| Summit Global Investments | 0.04% | Reduce -2.7% | 30,919 | $796K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 29,876 | $769K |
| Alyeska Investment Group, L.P. | 0.00% | New | 29,797 | $767K |
| Fox Run Management, L.L.C. | 0.12% | New | 29,078 | $748K |
| Guggenheim Capital LLC | 0.00% | Add +76.3% | 28,396 | $731K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 28,247 | $727K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.8% | 28,089 | $723K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 27,947 | $719K |
| Handelsbanken Fonder AB | 0.00% | Add +25.4% | 27,200 | $700K |
| Teacher Retirement System of Texas | 0.00% | Add +9.4% | 26,975 | $694K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.9% | 26,914 | $692K |
| Arizona State Retirement System | 0.00% | Reduce -0.6% | 26,864 | $691K |
| Holocene Advisors, LP | 0.00% | Reduce -65.1% | 25,948 | $668K |
| Mackenzie Financial Corp. | 0.00% | New | 25,488 | $656K |
| Intech Investment Management LLC | 0.01% | Reduce -3.4% | 25,029 | $644K |
| Sectoral Asset Management Inc. | 0.43% | Reduce -11.1% | 24,136 | $621K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 23,944 | $616K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 23,424 | $603K |
| Evergreen Capital Management LLC | 0.01% | Add +24.5% | 22,656 | $583K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.1% | 22,518 | $579K |
| Zacks Investment Management | 0.00% | New | 22,217 | $572K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,000 | $566K |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 21,792 | $561K |
| Keebeck Wealth Management | 0.05% | Add +40.6% | 21,648 | $557K |
| State of Wyoming | 0.06% | Reduce -12.0% | 21,215 | $546K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.6% | 20,816 | $536K |
| Benjamin Edwards Inc. | 0.00% | Reduce -17.6% | 20,503 | $527K |
| Mariner, LLC | 0.00% | Add +13.4% | 20,239 | $521K |
| QRG Capital Management, Inc. | 0.00% | New | 19,636 | $505K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -33.1% | 19,378 | $499K |
| OP Asset Management Ltd | 0.01% | No change | 19,260 | $496K |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 18,724 | $482K |
| Blair William & Co. | 0.00% | Reduce -1.3% | 18,477 | $475K |
| Jain Global LLC | 0.01% | New | 17,734 | $456K |
| MML Investors Services, LLC | 0.00% | Add +14.3% | 17,461 | $449K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.9% | 17,238 | $444K |
| ProShare Advisors LLC | 0.00% | Reduce -4.9% | 17,213 | $443K |
| Ieq Capital, LLC | 0.00% | Reduce -25.0% | 16,810 | $433K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -27.1% | 16,721 | $430K |
| SEB Asset Management AB | 0.00% | Reduce -33.3% | 16,352 | $421K |
| Natixis Advisors, LLC | 0.00% | Add +17.1% | 16,196 | $416K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,076 | $414K |
| Atria Investments, Inc | 0.00% | Add +0.2% | 15,568 | $401K |
| Alpine Woods Capital Investors, LLC | 0.09% | Add +36.5% | 15,303 | $394K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -24.8% | 15,200 | $391K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.5% | 13,741 | $378K |
| Choreo, LLC | 0.00% | Add +3.8% | 14,171 | $365K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 14,036 | $361K |
| Vestcor Inc | 0.01% | No change | 13,632 | $351K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.5% | 13,566 | $349K |
| XTX Topco Ltd | 0.00% | New | 13,516 | $348K |
| Dark Forest Capital Management LP | 0.02% | Reduce -32.4% | 13,502 | $347K |
| Wealth Alliance, LLC | 0.03% | Add +3.0% | 13,234 | $341K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.6% | 13,227 | $340K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.0% | 12,697 | $327K |
| Smartleaf Asset Management LLC | 0.01% | No change | 12,714 | $325K |
| Trust Point Inc. | 0.03% | Reduce -46.8% | 12,555 | $323K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -16.3% | 12,460 | $318K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -45.0% | 12,140 | $312K |
| Xponance LLC | 0.00% | Add +10.2% | 12,138 | $312K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,922 | $307K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.2% | 11,243 | $289K |
| Bleakley Financial Group, LLC | 0.00% | New | 11,208 | $288K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 11,138 | $287K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +39.5% | 11,124 | $286K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +14.2% | 10,972 | $282K |
| Bailard, Inc. | 0.01% | New | 10,700 | $275K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -2.1% | 10,199 | $262K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.1% | 9,728 | $250K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,727 | $250K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,045 | $233K |
| Quadrature Capital Ltd | 0.00% | New | 9,033 | $232K |
| DRW Securities, LLC | 0.01% | Reduce -54.3% | 8,669 | $223K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,619 | $222K |
| Axxion S.A. | 0.02% | — | 8,448 | $217K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,311 | $214K |
| Marex Group Ltd | 0.00% | New | 7,982 | $205K |
| Assetmark, Inc. | 0.00% | Add +10.7% | 7,476 | $192K |
| Kemnay Advisory Services Inc. | 0.02% | Add +6.8% | 7,269 | $187K |
| Central Pacific Bank - Trust Division | 0.02% | Add +456.5% | 7,001 | $180K |
| Nisa Investment Advisors, LLC | 0.00% | Add +17.8% | 5,947 | $153K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -3.9% | 5,156 | $133K |
| GAMMA Investing LLC | 0.00% | Add +14.0% | 4,819 | $124K |
| US Bancorp \de | 0.00% | Reduce -56.9% | 4,031 | $104K |
| Signaturefd, LLC | 0.00% | Add +4.6% | 4,008 | $103K |
| Versant Capital Management, Inc | 0.01% | Add +8.3% | 3,800 | $98K |
| KBC Group NV | 0.00% | No change | 3,597 | $93K |
| Federated Hermes, Inc. | 0.00% | Add +62.8% | 3,317 | $85K |
| Covestor Ltd | 0.05% | Reduce -4.2% | 3,238 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.1% | 3,149 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.0% | 2,739 | $70K |
| Harbor Investment Advisory, LLC | 0.00% | New | 2,700 | $69K |
| Arax Advisory Partners | 0.00% | Add +1967.3% | 2,212 | $57K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -38.7% | 1,957 | $50K |
| Nykredit A/S | 0.00% | — | 1,932 | $50K |
| Allworth Financial LP | 0.00% | Add +12.5% | 1,879 | $48K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +30.8% | 1,808 | $47K |
| Park Place Capital Corp | 0.01% | No change | 1,617 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -30.2% | 1,424 | $38K |
| Bessemer Group Inc. | 0.00% | Reduce -16.6% | 1,086 | $28K |
| SMA Capital LLC | 0.01% | New | 1,074 | $28K |
| Optiver Holding B.V. | 0.00% | New | 1,023 | $26K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.5% | 1,002 | $26K |
| Financial Management Professionals, Inc. | 0.00% | No change | 984 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.6% | 892 | $24K |
| IFP Advisors, Inc | 0.00% | Add +265.4% | 844 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 717 | $18K |
| Hilltop National Bank | 0.00% | No change | 702 | $18K |
| J.Safra Asset Management Corp | 0.00% | Reduce -17.1% | 693 | $18K |
| Private Trust Co. NA | 0.00% | Add +8.4% | 673 | $17K |
| Neo Ivy Capital Management | 0.00% | New | 624 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.2% | 621 | $16K |
| International Assets Investment Management, LLC | 0.00% | Add +6.2% | 582 | $16K |
| Jones Financial Companies LLLP | 0.00% | Add +1.5% | 597 | $15K |
| UMB Bank, n.a. | 0.00% | Add +6.1% | 572 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +12.4% | 527 | $14K |
| Huntington National Bank | 0.00% | Reduce -3.7% | 440 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.8% | 425 | $11K |
| Rothschild Investment LLC | 0.00% | Add +9.9% | 423 | $11K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -0.8% | 399 | $10K |
| First Horizon Corp. | 0.00% | Reduce -16.5% | 375 | $10K |
| Osaic Holdings, Inc. | 0.00% | Add +446.1% | 355 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 350 | $9K |
| Quarry LP | 0.00% | Add +31.4% | 343 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 325 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.3% | 319 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 288 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 230 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 220 | $6K |
| Picton Mahoney Asset Management | 0.00% | Add +201.7% | 181 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 173 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +1161.5% | 164 | $4K |
| Rossby Financial, LCC | 0.00% | Add +4.0% | 155 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -20.2% | 146 | $4K |
| Zions Bancorporation, National Association | 0.00% | Add +2.9% | 141 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.3% | 141 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 103 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.8% | 97 | $2K |
| Anchor Investment Management, LLC | 0.00% | New | 94 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +13.6% | 92 | $2K |
| Manning & Napier Advisors LLC | 0.00% | New | 75 | $2K |
| High Note Wealth, LLC | 0.00% | New | 73 | $2K |
| Whittier Trust Co. | 0.00% | New | 63 | $2K |
| Essential Partners LLC | 0.00% | Reduce -75.6% | 63 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 60 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 60 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +66.7% | 50 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -69.3% | 50 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 46 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 44 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -47.2% | 28 | $720 |
| JFS Wealth Advisors, LLC | 0.00% | New | 24 | $618 |
| Gilpin Wealth Management, LLC | 0.00% | Add +76.9% | 23 | $592 |
| Marquette Asset Management, LLC | 0.00% | No change | 23 | $592 |
| Rialto Wealth Management, LLC | 0.00% | New | 22 | $567 |
| American Capital Advisory, LLC | 0.00% | No change | 21 | $541 |
| Clearstead Advisors, LLC | 0.00% | New | 18 | $464 |
| Ankerstar Wealth, LLC | 0.00% | Add +75.0% | 14 | $360 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $334 |
| Larson Financial Group LLC | 0.00% | Reduce -23.5% | 13 | $334 |
| Kilter Group LLC | 0.00% | New | 6 | $155 |
| Davis Capital Management | 0.00% | New | 6 | $154 |
| Abound Wealth Management | 0.00% | No change | 5 | $129 |
| Vanguard Advisers Inc. | 0.00% | New | 1 | $26 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $26 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $26 |
| Evolution Advisers, Inc. | 0.00% | New | 9 | $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.