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Privia Health Group, Inc.

Institutional holders · 13F as of Dec 31, 2025

283 holders

HolderValueShares% of shares
Cornerstone Planning Group LLC$5.2K2300.00%
Bare Financial Services, Inc$5.6K2370.00%
J.Safra Asset Management Corp$6.4K2710.00%
CIBC Private Wealth Group LLC$6.8K2880.00%
Bell Investment Advisors, Inc$7.4K2880.00%
Parallel Advisors, LLC$7.4K3140.00%
Larson Financial Group LLC$7.6K3220.00%
Quarry LP$8.1K3430.00%
Birchwood Financial Partners, Inc.$9.5K4020.00%
Meramec Financial Planners, LLC$9.7K4390.00%
Rockefeller Capital Management L.P.$9.7K4110.00%
Farther Finance Advisors, LLC$10.1K4240.00%
HUNTINGTON NATIONAL BANK$10.8K4560.00%
FIRST HORIZON CORP$12.2K5160.00%
PRIVATE TRUST CO NA$12.8K6210.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$13.0K5480.00%
EverSource Wealth Advisors, LLC$13.5K5690.00%
UMB Bank, n.a.$13.9K5850.00%
C WorldWide Group Holding A/S$14.5K610,0000.48%
Colonial Trust Co / SC$17.1K7170.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$18.3K8910.00%
WHITTIER TRUST CO OF NEVADA INC$19.4K8970.00%
OSAIC HOLDINGS, INC.$19.9K8390.00%
Financial Management Professionals, Inc.$23.3K9840.00%
BAYBAN$25.6K1,0810.00%
SageView Advisory Group, LLC$27.4K1,1540.00%
Allworth Financial LP$27.9K1,1760.00%
JONES FINANCIAL COMPANIES LLLP$29.8K1,2560.00%
Versant Capital Management, Inc$30.9K1,3030.00%
SIGNATUREFD, LLC$32.3K1,3620.00%
Global Retirement Partners, LLC$37.6K1,5840.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.1K1,8500.00%
Salomon & Ludwin, LLC$38.3K1,4240.00%
Park Place Capital Corp$38.3K1,6170.00%
Federated Hermes Inc$41.9K2,0370.00%
Pinnacle Wealth Planning Services, Inc.$46.5K1,8080.00%
FIFTH THIRD BANCORP$78.8K3,3250.00%
Van Berkom & Associates Inc.$91.1K3,844,2563.01%
Kestra Advisory Services, LLC$93.0K3,9210.00%
GAMMA Investing LLC$102.3K4,3140.00%
AlphaQuest LLC$102.6K4,3260.00%
Tower Research Capital LLC (TRC)$106.5K4,4910.00%
NISA INVESTMENT ADVISORS, LLC$117.6K4,9580.00%
New Age Alpha Advisors, LLC$130.5K5,5060.00%
ASSETMARK, INC$138.9K6,7510.01%
Kemnay Advisory Services Inc.$142.4K6,0060.00%
Ameritas Investment Partners, Inc.$197.7K9,6110.01%
EntryPoint Capital, LLC$203.5K8,5820.01%
CAXTON ASSOCIATES LLP$206.9K8,7260.01%
XPONANCE LLC$217.7K9,1800.01%
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