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Compiled from SEC Form N-PX filings and PRIVIA HEALTH GROUP INC.’s Form 8-K, filed 2025-05-22 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PRIVIA HEALTH GROUP INC. in the interactive database Compare manager voting policies
These tallies are PRIVIA HEALTH GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-22 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Pamela Kimmet | 105,357,682 | -- | -- | 1,261,343 | 4,768,808 | Majority: yes |
| Elect Director: Patricia Maryland | 105,882,389 | -- | -- | 736,636 | 4,768,808 | Majority: yes |
| Elect Director: Shawn Morris | 102,054,977 | -- | -- | 4,564,048 | 4,768,808 | Majority: yes |
| Proposal 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company's stockholders approved, on a non-binding basis, the compensation of our named executive officers. | 105,145,830 | 1,431,629 | 41,566 | -- | 4,768,808 | Majority: yes |
| Proposal 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. The appointment of PricewaterhouseCoopers LLP was ratified. | 111,333,432 | 18,508 | 35,893 | -- | -- | Majority: yes |
Source: PRIVIA HEALTH GROUP INC., Form 8-K, filed with the SEC on 2025-05-22 — read the filing on EDGAR.
Each item below shows how the 274 asset managers that disclosed a PRIVIA HEALTH GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Meeting held 2025-05-21.
Combines 13 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company's stockholders approved, on a non-binding basis, the compensation of our named executive officers”): 105,145,830 for, 1,431,629 against, per its Form 8-K filed 2025-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 121,391,314 outstanding shares: 87% for, 1% against (88% of the company cast a for/against vote).
The 270 asset managers below cast 99.2% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 37,347,366 | 0 | 0 | 0 | For |
| BlackRock | 14,943,440 | 1,091 | 0 | 0 | For |
| Durable Capital Partners LP | 11,487,843 | 0 | 0 | 0 | For |
| Vanguard | 11,423,295 | 2 | 0 | 0 | For |
| Rubicon Founders LLC | 5,773,522 | 0 | 0 | 0 | For |
| State Street | 5,627,027 | 0 | 0 | 0 | For |
| RIVERBRIDGE PARTNERS LLC | 4,107,438 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,246,715 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,474,831 | 0 | 0 | 0 | For |
| Charles Schwab | 2,272,014 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 1,846,463 | 0 | 0 | 0 | For |
| Dimensional | 1,442,448 | 0 | 0 | 0 | For |
| Wellington | 1,440,928 | 0 | 0 | 0 | For |
| Loomis Sayles | 1,435,452 | 0 | 0 | 0 | For |
| Northern Trust | 1,433,613 | 0 | 0 | 0 | For |
| Newton Investment Management North America, LLC | 1,405,435 | 0 | 0 | 0 | For |
| BNY Mellon | 1,324,026 | 0 | 0 | 0 | For |
| Nuveen | 1,259,066 | 0 | 0 | 0 | For |
| TIAA | 1,247,297 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 1,242,974 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,173,981 | 0 | 0 | 0 | For |
| Principal | 968,975 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 822,387 | 0 | 0 | 0 | For |
| Van Berkom & Associates Inc. | 782,058 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 671,823 | 0 | 0 | 0 | For |
Showing the 25 largest of 270 asset managers. See all 270 in the interactive database.
Meeting held 2025-05-21.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Pamela Kimmet”): 105,357,682 for, 1,261,343 withheld, per its Form 8-K filed 2025-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 121,391,314 outstanding shares: 87% for, 1% withheld (88% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (57,531,459 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,634,385 | 0 | 0 | 0 | For |
| BlackRock | 11,461,756 | 0 | 0 | 0 | For |
| Vanguard | 11,031,482 | 0 | 3,490 | 0 | For |
| State Street | 1,806,620 | 0 | 0 | 0 | For |
| Dimensional | 1,279,014 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,270,759 | 0 | 0 | 0 | For |
| TIAA | 1,247,297 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,173,981 | 0 | 0 | 0 | For |
| BNY Mellon | 1,121,944 | 0 | 0 | 0 | For |
| Charles Schwab | 1,086,300 | 0 | 0 | 0 | For |
| Principal | 968,975 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 822,387 | 0 | 0 | 0 | For |
| Legg Mason | 284,200 | 0 | 0 | 0 | For |
| Equitable | 283,344 | 0 | 0 | 0 | For |
| Hartford | 221,739 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 217,568 | 0 | 0 | 0 | For |
| Jackson National | 198,112 | 0 | 0 | 0 | For |
| Mercer Funds | 189,408 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 173,863 | 0 | 0 | 0 | For |
| Voya | 168,178 | 0 | 0 | 0 | For |
| Allspring | 155,033 | 0 | 0 | 0 | For |
| Royce | 154,876 | 0 | 0 | 0 | For |
| Loomis Sayles | 151,611 | 0 | 0 | 0 | For |
| Goldman Sachs | 151,111 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Meeting held 2025-05-21.
Combines 6 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Patricia Maryland”): 105,882,389 for, 736,636 withheld, per its Form 8-K filed 2025-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 121,391,314 outstanding shares: 87% for, 0.7% withheld (88% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (57,587,300 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,634,385 | 0 | 0 | 0 | For |
| BlackRock | 11,461,756 | 0 | 0 | 0 | For |
| Vanguard | 11,034,971 | 0 | 1 | 0 | For |
| State Street | 1,806,620 | 0 | 0 | 0 | For |
| Dimensional | 1,279,014 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,270,759 | 0 | 0 | 0 | For |
| TIAA | 1,247,297 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,173,981 | 0 | 0 | 0 | For |
| BNY Mellon | 1,121,944 | 0 | 0 | 0 | For |
| Charles Schwab | 1,086,300 | 0 | 0 | 0 | For |
| Principal | 968,975 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 822,387 | 0 | 0 | 0 | For |
| Legg Mason | 284,200 | 0 | 0 | 0 | For |
| Equitable | 283,344 | 0 | 0 | 0 | For |
| Hartford | 221,739 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 217,568 | 0 | 0 | 0 | For |
| Jackson National | 198,112 | 0 | 0 | 0 | For |
| Mercer Funds | 189,408 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 173,863 | 0 | 0 | 0 | For |
| Voya | 168,178 | 0 | 0 | 0 | For |
| Allspring | 155,033 | 0 | 0 | 0 | For |
| Royce | 154,876 | 0 | 0 | 0 | For |
| Loomis Sayles | 151,611 | 0 | 0 | 0 | For |
| Goldman Sachs | 151,111 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Meeting held 2025-05-21.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Elect Director: Shawn Morris”): 102,054,977 for, 4,564,048 withheld, per its Form 8-K filed 2025-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 121,391,314 outstanding shares: 84% for, 4% withheld (88% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (55,779,320 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,634,385 | 0 | 0 | 0 | For |
| BlackRock | 11,461,756 | 0 | 0 | 0 | For |
| Vanguard | 11,034,966 | 0 | 6 | 0 | For |
| State Street | 79,130 | 0 | 1,727,490 | 0 | Abstain |
| Dimensional | 1,279,014 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,270,759 | 0 | 0 | 0 | For |
| TIAA | 1,247,297 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,173,981 | 0 | 0 | 0 | For |
| BNY Mellon | 1,121,944 | 0 | 0 | 0 | For |
| Charles Schwab | 1,086,300 | 0 | 0 | 0 | For |
| Principal | 968,975 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 822,387 | 0 | 0 | 0 | For |
| Legg Mason | 284,200 | 0 | 0 | 0 | For |
| Equitable | 283,344 | 0 | 0 | 0 | For |
| Hartford | 221,739 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 217,568 | 0 | 0 | 0 | For |
| Jackson National | 198,112 | 0 | 0 | 0 | For |
| Mercer Funds | 189,408 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 173,863 | 0 | 0 | 0 | For |
| Voya | 168,178 | 0 | 0 | 0 | For |
| Allspring | 155,033 | 0 | 0 | 0 | For |
| Royce | 154,876 | 0 | 0 | 0 | For |
| Loomis Sayles | 151,611 | 0 | 0 | 0 | For |
| Goldman Sachs | 151,111 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Meeting held 2025-05-21.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. The appointment of PricewaterhouseCoo”): 111,333,432 for, 18,508 against, per its Form 8-K filed 2025-05-22 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 121,391,314 outstanding shares: 92% for, 0.1% against (92% of the company cast a for/against vote).
The 78 asset managers below cast 99.9% of the shares they voted on this item FOR (57,585,477 for, 1,283 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,634,385 | 0 | 0 | 0 | For |
| BlackRock | 11,461,756 | 0 | 0 | 0 | For |
| Vanguard | 11,034,972 | 0 | 0 | 0 | For |
| State Street | 1,806,620 | 0 | 0 | 0 | For |
| Dimensional | 1,279,014 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,270,759 | 0 | 0 | 0 | For |
| TIAA | 1,247,297 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,173,981 | 0 | 0 | 0 | For |
| BNY Mellon | 1,121,944 | 0 | 0 | 0 | For |
| Charles Schwab | 1,086,300 | 0 | 0 | 0 | For |
| Principal | 968,975 | 0 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 822,387 | 0 | 0 | 0 | For |
| Legg Mason | 284,200 | 0 | 0 | 0 | For |
| Equitable | 283,344 | 0 | 0 | 0 | For |
| Hartford | 221,739 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 218,025 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 217,568 | 0 | 0 | 0 | For |
| Jackson National | 198,112 | 0 | 0 | 0 | For |
| Mercer Funds | 189,408 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 173,863 | 0 | 0 | 0 | For |
| Voya | 168,178 | 0 | 0 | 0 | For |
| Allspring | 155,033 | 0 | 0 | 0 | For |
| Royce | 154,876 | 0 | 0 | 0 | For |
| Loomis Sayles | 151,611 | 0 | 0 | 0 | For |
| Goldman Sachs | 151,111 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Meeting held 2024-05-22 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
PRIVIA HEALTH GROUP INC.’s own tally for this item (“Proposal 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company's stockholders approved, on a non-binding basis, the compensation of our named executive officers”): 96,616,303 for, 26,663,618 against, per its Form 8-K filed 2024-05-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 2 asset managers below cast 100% of the shares they voted on this item FOR (17 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of PRIVIA HEALTH GROUP INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 121,391,314 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 30.77% |
| 2 | BlackRock | 12.31% |
| 3 | Durable Capital Partners LP | 9.46% |
| 4 | Vanguard | 9.41% |
| 5 | Rubicon Founders LLC | 4.76% |
| 6 | State Street | 4.64% |
| 7 | RIVERBRIDGE PARTNERS LLC | 3.38% |
| 8 | T. Rowe Price | 2.67% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.04% |
| 10 | Charles Schwab | 1.87% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 15.04% | 13F |
| FMR (Fidelity) | 14.80% | 13F |
| FMR LLC | 14.77% | DEF14A |
| Vanguard Group | 9.83% | DEF14A |
| Durable Capital Partners | 9.15% | DEF14A |
| Adam Boehler | 4.76% | DEF14A |
| Puma Growth Holdings, LLC | 4.76% | 13G |
| Shawn Morris | 3.89% | DEF14A |
| State Street | 3.39% | 13F |
| Geode Capital | 2.06% | 13F |
Percentages above are of 121,391,314 shares outstanding, as reported by PRIVIA HEALTH GROUP INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PRIVIA HEALTH GROUP INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At PRIVIA HEALTH GROUP INC.'s shareholder meeting held 2025-05-21, in the 2024-2025 proxy season, 274 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,733 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory (non- binding) basis, the compensation of our named executive… — FOR was 99% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PRIVIA HEALTH GROUP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-22.
PRIVIA HEALTH GROUP INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.