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 294 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
60
shares
|
$1,242
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
57
shares
|
$1,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
49
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
49
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
45
shares
|
$931
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
43
shares
|
$890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
40
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
27
shares
|
$559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
5
shares
|
$103
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|