Companies / Privia Health Group, Inc. / Institutional holders
Back to Privia Health Group, Inc.

Privia Health Group, Inc.

Institutional holders · 13F as of Jun 30, 2026

283 holders

HolderValueShares% of shares
Salomon & Ludwin, LLC$38.3K1,4240.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.1K1,8500.00%
Global Retirement Partners, LLC$37.6K1,5840.00%
SIGNATUREFD, LLC$32.3K1,3620.00%
Versant Capital Management, Inc$30.9K1,3030.00%
JONES FINANCIAL COMPANIES LLLP$29.8K1,2560.00%
Allworth Financial LP$27.9K1,1760.00%
SageView Advisory Group, LLC$27.4K1,1540.00%
BAYBAN$25.6K1,0810.00%
Financial Management Professionals, Inc.$23.3K9840.00%
OSAIC HOLDINGS, INC.$19.9K8390.00%
WHITTIER TRUST CO OF NEVADA INC$19.4K8970.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$18.3K8910.00%
Colonial Trust Co / SC$17.1K7170.00%
C WorldWide Group Holding A/S$14.5K610,0000.48%
UMB Bank, n.a.$13.9K5850.00%
EverSource Wealth Advisors, LLC$13.5K5690.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$13.0K5480.00%
PRIVATE TRUST CO NA$12.8K6210.00%
FIRST HORIZON CORP$12.2K5160.00%
HUNTINGTON NATIONAL BANK$10.8K4560.00%
Farther Finance Advisors, LLC$10.1K4240.00%
Rockefeller Capital Management L.P.$9.7K4110.00%
Meramec Financial Planners, LLC$9.7K4390.00%
Birchwood Financial Partners, Inc.$9.5K4020.00%
Quarry LP$8.1K3430.00%
Larson Financial Group LLC$7.6K3220.00%
Parallel Advisors, LLC$7.4K3140.00%
Bell Investment Advisors, Inc$7.4K2880.00%
CIBC Private Wealth Group LLC$6.8K2880.00%
J.Safra Asset Management Corp$6.4K2710.00%
Bare Financial Services, Inc$5.6K2370.00%
Cornerstone Planning Group LLC$5.2K2300.00%
ROTHSCHILD INVESTMENT LLC$4.9K2050.00%
Sound Income Strategies, LLC$4.7K2010.00%
MassMutual Private Wealth & Trust, FSB$4.6K2250.00%
CBIZ Investment Advisory Services, LLC$4.2K1760.00%
Aster Capital Management (DIFC) Ltd$3.5K1490.00%
ALGERT GLOBAL LLC$3.5K171,2900.13%
BELLEVUE ASSET MANAGEMENT, LLC$3.5K1460.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT$2.8K1370.00%
T. Rowe Price Associates, Inc.$2.6K110,5640.09%
WPG Advisers, LLC$1.9K800.00%
THRIVENT FINANCIAL FOR LUTHERANS$1.9K79,4480.06%
MAI Capital Management$1.8K880.00%
High Note Wealth, LLC$1.6K680.00%
SBI Securities Co., Ltd.$1.5K620.00%
Picton Mahoney Asset Management$1.4K600.00%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.4K57,1040.04%
State of Alaska, Department of Revenue$1.3K63,9500.05%
← PrevPage 5 of 6Next →