Institutional Ownership Privia Health Group, Inc. (PRVA)
This table provides information about the institutional ownership of Privia Health Group, Inc. (PRVA). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
739
shares
|
$17,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
677
shares
|
$15,875
0.0% of portfolio
|
Q3 2025
Reduced 68.84%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
676
shares
|
$15,852
0.01% of portfolio
|
Q3 2025
Added 973.02%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
623
shares
|
$14,609
0.0% of portfolio
|
Q4 2023
Added 60.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
614
shares
|
$14,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
612
shares
|
$14,351
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
571
shares
|
$13,389
0.0% of portfolio
|
Q3 2025
Added 94.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
513
shares
|
$12,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
385
shares
|
$9,028
0.0% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
358
shares
|
$8,395
0.01% of portfolio
|
Q1 2022
Added 1604.76%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
347
shares
|
$8,137
0.0% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
338
shares
|
$7,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
317
shares
|
$7,433
0.0% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$7,035
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
271
shares
|
$6,354
0.0% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
270
shares
|
$6,331
0.0% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
261
shares
|
$6,120
0.0% of portfolio
|
Q3 2025
Added 119.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
245
shares
|
$5,745
0.0% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
235
shares
|
$5,510
0.0% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
233
shares
|
$5,463
0.0% of portfolio
|
Q3 2025
Added 30.9%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
225
shares
|
$5,276
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
216
shares
|
$5,065
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
213
shares
|
$4,994
0.0% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
203
shares
|
$4,760
0.0% of portfolio
|
Q3 2025
Added 256.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
190
shares
|
$4,455
0.0% of portfolio
|
Q3 2025
Added 18.75%
|
|