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Disclosery

PRVA PRIVIA HEALTH GROUP INC

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COM (common), issuer CIK 1759655

276 managers (282 13F filers) reported a position in PRVA shares at 2025-06-30, 117,658,299 shares in all. 49 filers opened a position and 19 filers sold out during the quarter.

Managers
276
13F filers
282
New
49
Added
109
Reduced
89
Sold out
19
Shares held by filers
117,658,299

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hardy Reed LLC8,813$203K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,732$201K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC9,025$199K0.02%-3513F-HRTimeline
AlphaQuest LLC8,189$188K0.02%+1,50313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,430$171K<0.01%-30913F-HRTimelineGroup
OP Asset Management Ltd7,415$171K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,056$162K<0.01%-4413F-HRTimelineGroup
Financiere des Professionnels - Fonds d…6,645$153K0.01%new13F-HR/ATimeline
Icon Wealth Advisors, LLC5,104$117K0.01%-77413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,895$113K<0.01%new13F-HRTimelineGroup
Covestor Ltd4,167$96K0.06%+3,74413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD3,700$85.1K<0.01%+1,20013F-HRTimeline
KBC Group NVin group KBC Group NV3,597$83K<0.01%-1,41513F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,416$79K<0.01%+1,61213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,205$73.7K<0.01%-2,05513F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO3,020$69K<0.01%-33913F-HRTimeline
GAMMA Investing LLC2,935$67.5K<0.01%+6913F-HRTimeline
Point72 (DIFC) Ltd2,696$62K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,173$50K<0.01%-9613F-HRTimelineGroup
Park Place Capital Corp2,142$48.3K0.01%013F-HRTimeline
Point72 Hong Kong Ltd1,820$41.9K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,807$41.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,654$38K<0.01%+213F-HRTimelineGroup
Financial Management Professionals, Inc.1,279$29.4K<0.01%-2,10413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,271$29K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,276$28.1K<0.01%+16613F-HRTimelineGroup
Quarry LP1,220$28.1K0.01%+48613F-HRTimeline
SIGNATUREFD, LLC1,052$24.2K<0.01%+1613F-HRTimeline
Allworth Financial LP989$22.7K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.839$19.2K<0.01%+15813F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…828$19K<0.01%-9113F-HRTimeline
Versant Capital Management, Inc739$17K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK624$14.4K<0.01%+813F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors623$13.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC419$9K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.385$8.86K<0.01%+10413F-HRTimeline
UMB Bank, n.a.382$8.79K<0.01%+4513F-HR/ATimeline
Rise Advisors, LLC338$7.77K<0.01%013F-HRTimeline
Larson Financial Group LLC313$7.2K<0.01%+11913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…294$6.76K<0.01%+10313F-HRTimelineGroup
Parallel Advisors, LLC281$6.46K<0.01%+1113F-HRTimeline
J.Safra Asset Management Corp271$6.23K<0.01%-3813F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC278$5.76K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB225$5.17K<0.01%-413F-HRTimeline
Bare Financial Services, Inc216$4.97K<0.01%+16913F-HRTimeline
PRIVATE TRUST CO NA215$4.95K<0.01%013F-HRTimeline
MAI Capital Management200$4.6K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC178$4.09K<0.01%13F-HRTimeline
Essential Partners LLC176$4.05K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC160$3.68K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC160$3.11K<0.01%-2413F-HRTimeline
Kilter Group LLC120$2.76K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC119$2.74K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.113$2.6K<0.01%-6713F-HRTimelineGroup
WPG Advisers, LLC109$2.51K<0.01%-513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.44K<0.01%013F-HRTimeline
Brooklyn Investment Group105$2.42K<0.01%+4313F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC103$2.37K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners94$2.16K<0.01%+6013F-HRTimeline
SIERRA OCEAN, LLC82$1.89K<0.01%+4213F-HRTimeline
IFP Advisors, Inc8$1.84K<0.01%+813F-HRTimeline
High Note Wealth, LLC68$1.56K<0.01%new13F-HRTimeline
Caitong International Asset Management …63$1.45K<0.01%-3,26013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…61$1.4K<0.01%-2,59613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…60$1.38K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC60$1.38K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.48$1.1K<0.01%-9913F-HRTimeline
SBI Securities Co., Ltd.45$1.03K<0.01%+1013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT60$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.57$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY TRUST BANK43$989<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.43$989<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc27$621<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$506<0.01%new13F-HRTimeline
Abound Wealth Management5$115<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FMR LLC and 1 other reporting person reported 6,385,121 PRVA shares, 5% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0000315066-26-002339

    Accepted , ingested