Privia Health Group, Inc.
PRVA- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001759655
In the last 90 days, Privia Health Group, Inc. insiders filed 0 open-market purchases and 5 sales; 302 institutions reported holding it in 13F filings for Q2 2026, worth $3.18B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Privia Health Group, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 218
- −14 vs. Q2 2023
- Shares held
- 111.0M
- +1.86M (+1.7%) vs. Q2 2023
- Total value
- $2.55B
- −$297.3M (−10.4%) vs. Q2 2023
- New holders
- 28
- 90 more added
- Sold out
- 42
- 71 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 302 | $3.18B |
| Q1 2026 | 293 | $2.49B |
| Q4 2025 | 276 | $2.86B |
| Q3 2025 | 259 | $2.98B |
| Q2 2025 | 281 | $2.71B |
| Q1 2025 | 250 | $2.71B |
| Q4 2024 | 232 | $2.35B |
| Q3 2024 | 234 | $2.18B |
| Q2 2024 | 225 | $2.05B |
| Q1 2024 | 234 | $2.33B |
| Q4 2023 | 226 | $2.70B |
| Q3 2023 | 218 | $2.55B |
| Q2 2023 | 234 | $2.85B |
| Q1 2023 | 192 | $2.23B |
| Q4 2022 | 192 | $1.84B |
| Q3 2022 | 203 | $2.62B |
| Q2 2022 | 152 | $2.03B |
| Q1 2022 | 146 | $1.76B |
| Q4 2021 | 122 | $1.62B |
| Q3 2021 | 90 | $1.28B |
| Q2 2021 | 90 | $2.52B |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $31 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 10 | $211 | 0.00% | +10 | New |
| Allworth Financial LP | 11 | $253 | 0.00% | +11 | New |
| Signaturefd, LLC | 18 | $414 | 0.00% | −1,225−98.6% | Reduced |
| Bogart Wealth, LLC | 23 | $529 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31 | $713 | 0.00% | −2,136−98.6% | Reduced |
| Larson Financial Group LLC | 51 | $1.17K | 0.00% | +51 | New |
| Lindbrook Capital, LLC | 54 | $1.24K | 0.00% | −613−91.9% | Reduced |
| Mendota Financial Group, LLC | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $1.38K | 0.00% | +60 | New |
| Bessemer Group Inc | 104 | $2.00K | 0.00% | +104 | New |
| TD Private Client Wealth LLC | 87 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 91 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $2.44K | 0.00% | +19+21.8% | Added |
| CWM, LLC | 205 | $5.00K | 0.00% | −56−21.5% | Reduced |
| Venturi Wealth Management, LLC | 251 | $5.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 281 | $6.46K | 0.00% | +52+22.7% | Added |
| Huntington National Bank | 324 | $7.45K | 0.00% | −12−3.6% | Reduced |
| Cornerstone Planning Group LLC | 369 | $8.49K | 0.00% | −170−31.5% | Reduced |
| Tradition Wealth Management, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 433 | $9.96K | 0.00% | +26+6.4% | Added |
| Colonial Trust Co | 389 | $10.1K | 0.00% | +148+61.4% | Added |
| Cullen/Frost Bankers, Inc. | 676 | $15.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 900 | $20.7K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 995 | $22.9K | 0.00% | +995 | New |
| Quarry LP | 1,076 | $24.7K | 0.02% | +668+163.7% | Added |
| Tower Research Capital LLC (TRC) | 1,142 | $26.3K | 0.00% | −25,483−95.7% | Reduced |
| First Horizon Advisors, Inc. | 1,204 | $27.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,347 | $31.0K | 0.01% | −3,626−72.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,652 | $38.0K | 0.00% | −139−7.8% | Reduced |
| Quadrant Capital Group LLC | 1,674 | $38.5K | 0.00% | +1,157+223.8% | Added |
| Focused Wealth Management, Inc | 1,800 | $41.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,801 | $41.4K | 0.00% | −9−0.5% | Reduced |
| Park Place Capital Corp | 1,867 | $42.9K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,150 | $49.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,236 | $51.0K | 0.01% | +10.0% | Added |
| KBC Group NV | 2,858 | $66.0K | 0.00% | −4,520−61.3% | Reduced |
| Fifth Third Bancorp | 3,183 | $73.2K | 0.00% | +57+1.8% | Added |
| Flaharty Asset Management, LLC | 3,260 | $75.0K | 0.01% | +3,260 | New |
| Parkside Financial Bank & Trust | 3,731 | $85.8K | 0.02% | +341+10.1% | Added |
| Essex Investment Management Co LLC | 4,319 | $99.3K | 0.02% | −42−1.0% | Reduced |
| Shell Asset Management Co | 5,400 | $124.0K | 0.01% | −84−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,286 | $144.6K | 0.00% | +396+6.7% | Added |
| Metropolitan Life Insurance Co | 6,480 | $149.0K | 0.01% | +2,760+74.2% | Added |
| The PNC Financial Services Group, Inc. | 6,667 | $153.3K | 0.00% | −178−2.6% | Reduced |
| Covestor Ltd | 6,703 | $154.0K | 0.12% | +514+8.3% | Added |
| Icon Wealth Partners, LLC | 7,039 | $161.9K | 0.02% | −5,570−44.2% | Reduced |
| Assetmark, Inc | 7,384 | $169.8K | 0.00% | +1,107+17.6% | Added |
| Everence Capital Management Inc | 9,310 | $214.0K | 0.02% | +9,310 | New |
| Mariner, LLC | 9,547 | $219.6K | 0.00% | +868+10.0% | Added |
| Goldman Sachs Group Inc | 9,645 | $221.8K | 0.00% | −257−2.6% | Reduced |
| AQR Capital Management LLC | 9,878 | $227.2K | 0.00% | −1,347−12.0% | Reduced |
| CI Private Wealth, LLC | 9,977 | $229.5K | 0.00% | −655−6.2% | Reduced |
| Parallel Advisors, LLC | 10,104 | $232.4K | 0.01% | −6−0.1% | Reduced |
| Bank of Montreal | 9,537 | $232.6K | 0.00% | +211+2.3% | Added |
| Handelsbanken Fonder AB | 10,600 | $244.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,641 | $244.7K | 0.01% | +10,641 | New |
| Ameritas Investment Partners, Inc. | 10,923 | $251.2K | 0.01% | +5,335+95.5% | Added |
| Pearl River Capital, LLC | 11,052 | $254.2K | 0.04% | +2,186+24.7% | Added |
| Voya Financial Advisors, Inc. | 11,122 | $255.8K | 0.03% | −163−1.4% | Reduced |
| Park Avenue Securities LLC | 11,213 | $258.0K | 0.00% | −1,018−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 11,620 | $267.3K | 0.00% | +11,620 | New |
| Bullseye Asset Management LLC | 11,651 | $268.0K | 0.15% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,112 | $279.0K | 0.00% | −109−0.9% | Reduced |
| PEAK6 Investments LLC | 12,686 | $291.8K | 0.01% | −901−6.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,150 | $302.0K | 0.03% | +13,150 | New |
| HighTower Advisors, LLC | 13,513 | $305.0K | 0.00% | +101+0.8% | Added |
| Public Employees Retirement Association of Colorado | 13,440 | $309.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 13,509 | $310.7K | 0.01% | −112,763−89.3% | Reduced |
| Citadel Advisors LLC | 14,266 | $328.1K | 0.00% | +14,266 | New |
| Truist Financial Corp | 15,478 | $356.0K | 0.00% | −195−1.2% | Reduced |
| ProShare Advisors LLC | 16,659 | $383.2K | 0.00% | +5,412+48.1% | Added |
| Winton Group Ltd | 17,312 | $398.2K | 0.03% | +2,222+14.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,456 | $401.5K | 0.00% | +17,456 | New |
| Mutual of America Capital Management LLC | 17,895 | $411.6K | 0.01% | −403−2.2% | Reduced |
| Bell Bank | 18,615 | $428.1K | 0.05% | −627−3.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 19,000 | $437.0K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,420 | $446.7K | 0.00% | +210+1.1% | Added |
| STRS Ohio | 20,000 | $460.0K | 0.00% | +6,000+42.9% | Added |
| First Republic Investment Management, Inc. | 20,247 | $465.7K | 0.00% | +35+0.2% | Added |
| Polar Capital Holdings Plc | 20,742 | $477.1K | 0.00% | −7,933−27.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,829 | $479.1K | 0.00% | +2,518+13.8% | Added |
| US Bancorp | 21,039 | $483.9K | 0.00% | +135+0.6% | Added |
| Pictet Asset Management Holding SA | 22,631 | $520.5K | 0.00% | +22,631 | New |
| Victory Capital Management Inc | 24,014 | $552.3K | 0.00% | +8,356+53.4% | Added |
| Guggenheim Capital LLC | 24,968 | $574.3K | 0.00% | +6,912+38.3% | Added |
| Dark Forest Capital Management LP | 25,176 | $579.0K | 0.05% | +2,030+8.8% | Added |
| Wells Fargo & Company | 25,198 | $579.6K | 0.00% | −62,224−71.2% | Reduced |
| Capstone Investment Advisors, LLC | 25,354 | $583.1K | 0.02% | +25,354 | New |
| Aquatic Capital Management LLC | 26,300 | $605.0K | 0.03% | −300−1.1% | Reduced |
| Arizona State Retirement System | 26,347 | $606.0K | 0.01% | −4,516−14.6% | Reduced |
| New York State Common Retirement Fund | 27,966 | $643.2K | 0.00% | +737+2.7% | Added |
| Avenir Corp | 29,645 | $681.8K | 0.06% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 29,964 | $689.0K | 0.03% | −36,137−54.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,000 | $690.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 30,300 | $696.9K | 0.01% | +1,100+3.8% | Added |
| Sequoia Financial Advisors, LLC | 30,567 | $703.0K | 0.01% | +99+0.3% | Added |
| Ensign Peak Advisors, Inc | 31,290 | $719.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 33,290 | $765.7K | 0.00% | −22,777−40.6% | Reduced |