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, Q4 2023
Institutional positions in Privia Health Group, Inc. as of Dec 31, 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
- 226
- +12 vs. Q3 2023
- Shares held
- 117.2M
- +6.38M (+5.8%) vs. Q3 2023
- Total value
- $2.70B
- +$151.0M (+5.9%) vs. Q3 2023
- New holders
- 31
- 96 more added
- Sold out
- 19
- 73 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $12 | 0.00% | −1−100.0% | Reduced |
| Farther Finance Advisors, LLC | 2 | $46 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 11 | $247 | 0.00% | +1+10.0% | Added |
| Abound Wealth Management | 11 | $254 | 0.00% | +11 | New |
| Allworth Financial LP | 13 | $300 | 0.00% | +2+18.2% | Added |
| Lindbrook Capital, LLC | 42 | $967 | 0.00% | −12−22.2% | Reduced |
| Russell Investments Group, Ltd. | 51 | $1.18K | 0.00% | +20+64.5% | Added |
| Farmers & Merchants Investments Inc | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 91 | $1.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $1.96K | 0.00% | +85 | New |
| Global Retirement Partners, LLC | 94 | $2.01K | 0.00% | +94 | New |
| Bellevue Asset Management, LLC | 106 | $2.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 158 | $3.64K | 0.00% | +71+81.6% | Added |
| CWM, LLC | 176 | $4.00K | 0.00% | −29−14.1% | Reduced |
| EverSource Wealth Advisors, LLC | 181 | $4.17K | 0.00% | +181 | New |
| Venturi Wealth Management, LLC | 251 | $5.78K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 265 | $6.10K | 0.00% | −168−38.8% | Reduced |
| Washington Trust Advisors, Inc. | 281 | $6.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 374 | $8.61K | 0.00% | +356+1,977.8% | Added |
| Tradition Wealth Management, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 372 | $9.00K | 0.02% | +372 | New |
| Cornerstone Planning Group LLC | 429 | $9.88K | 0.00% | +60+16.3% | Added |
| Quarry LP | 436 | $10.0K | 0.01% | −640−59.5% | Reduced |
| Huntington National Bank | 457 | $10.5K | 0.00% | +133+41.0% | Added |
| GAMMA Investing LLC | 703 | $14.2K | 0.00% | +703 | New |
| Colonial Trust Co | 623 | $14.9K | 0.00% | +234+60.2% | Added |
| Nisa Investment Advisors, LLC | 758 | $17.5K | 0.00% | −1,043−57.9% | Reduced |
| Parallel Advisors, LLC | 815 | $18.8K | 0.00% | −9,289−91.9% | Reduced |
| Principal Securities, Inc. | 838 | $19.3K | 0.00% | +838 | New |
| SYSTM Wealth Solutions LLC | 887 | $20.4K | 0.00% | +887 | New |
| HighMark Wealth Management LLC | 900 | $20.7K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,008 | $23.2K | 0.00% | −666−39.8% | Reduced |
| Advisors Asset Management, Inc. | 1,140 | $26.3K | 0.00% | +145+14.6% | Added |
| Park Place Capital Corp | 1,157 | $26.6K | 0.01% | −710−38.0% | Reduced |
| First Horizon Advisors, Inc. | 1,204 | $27.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,652 | $38.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,800 | $41.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,514 | $58.0K | 0.00% | −344−12.0% | Reduced |
| Smartleaf Asset Management LLC | 2,520 | $60.3K | 0.02% | +2,520 | New |
| Aquatic Capital Management LLC | 2,700 | $62.0K | 0.00% | −23,600−89.7% | Reduced |
| Benjamin Edwards Inc | 3,239 | $75.0K | 0.02% | +1,003+44.9% | Added |
| State of Wyoming | 3,320 | $76.5K | 0.01% | +1,973+146.5% | Added |
| Fifth Third Bancorp | 3,325 | $76.6K | 0.00% | +142+4.5% | Added |
| Parkside Financial Bank & Trust | 4,093 | $94.3K | 0.02% | +362+9.7% | Added |
| Shell Asset Management Co | 4,141 | $95.0K | 0.00% | −1,259−23.3% | Reduced |
| Covestor Ltd | 4,216 | $97.0K | 0.07% | −2,487−37.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,983 | $137.8K | 0.00% | −684−10.3% | Reduced |
| Metropolitan Life Insurance Co | 6,480 | $149.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,871 | $158.0K | 0.00% | +6,871 | New |
| Allspring Global Investments Holdings, LLC | 8,214 | $189.2K | 0.00% | +1,928+30.7% | Added |
| Beacon Pointe Advisors, LLC | 9,051 | $208.4K | 0.00% | −2,569−22.1% | Reduced |
| Everence Capital Management Inc | 9,310 | $214.0K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 9,630 | $221.8K | 0.07% | +9,630 | New |
| Assetmark, Inc | 9,754 | $224.6K | 0.00% | +2,370+32.1% | Added |
| Polar Capital Holdings Plc | 9,838 | $226.6K | 0.00% | −10,904−52.6% | Reduced |
| Pearl River Capital, LLC | 9,935 | $228.8K | 0.04% | −1,117−10.1% | Reduced |
| Mariner, LLC | 9,965 | $229.5K | 0.00% | +418+4.4% | Added |
| Icon Wealth Advisors, LLC | 10,142 | $233.6K | 0.02% | +10,142 | New |
| Baron Wealth Management LLC | 10,288 | $236.9K | 0.13% | +10,288 | New |
| Dynamic Technology Lab Private Ltd | 11,168 | $257.0K | 0.03% | −1,982−15.1% | Reduced |
| Bullseye Asset Management LLC | 11,651 | $268.0K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,659 | $268.5K | 0.01% | +736+6.7% | Added |
| FDx Advisors, Inc. | 11,693 | $269.0K | 0.02% | +11,693 | New |
| Cubist Systematic Strategies, LLC | 12,208 | $281.1K | 0.00% | +12,208 | New |
| HighTower Advisors, LLC | 13,294 | $298.0K | 0.00% | −219−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 13,174 | $303.0K | 0.00% | −266−2.0% | Reduced |
| Sawtooth Solutions, LLC | 13,246 | $305.1K | 0.01% | +13,246 | New |
| Bleakley Financial Group, LLC | 13,246 | $305.1K | 0.01% | +13,246 | New |
| Bradley Foster & Sargent Inc | 13,921 | $320.6K | 0.01% | +13,921 | New |
| Handelsbanken Fonder AB | 15,000 | $345.0K | 0.00% | +4,400+41.5% | Added |
| Park Avenue Securities LLC | 15,032 | $346.0K | 0.00% | +3,819+34.1% | Added |
| PEAK6 Investments LLC | 15,626 | $359.9K | 0.02% | +2,940+23.2% | Added |
| STRS Ohio | 16,600 | $382.0K | 0.00% | −3,400−17.0% | Reduced |
| Truist Financial Corp | 17,377 | $400.2K | 0.00% | +1,899+12.3% | Added |
| Mutual of America Capital Management LLC | 17,978 | $414.0K | 0.00% | +83+0.5% | Added |
| Premier Fund Managers Ltd | 17,400 | $417.0K | 0.02% | −12,564−41.9% | Reduced |
| MML Investors Services, LLC | 18,374 | $423.0K | 0.00% | +6,262+51.7% | Added |
| Voya Financial Advisors, Inc. | 17,694 | $423.6K | 0.05% | +6,572+59.1% | Added |
| Winton Group Ltd | 18,639 | $429.3K | 0.03% | +1,327+7.7% | Added |
| Bank of Montreal | 18,499 | $448.0K | 0.00% | +8,962+94.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,000 | $460.6K | 0.03% | +1,000+5.3% | Added |
| ProShare Advisors LLC | 20,921 | $481.8K | 0.00% | +4,262+25.6% | Added |
| US Bancorp | 21,522 | $495.7K | 0.00% | +483+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,891 | $504.1K | 0.00% | +4,435+25.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,089 | $508.7K | 0.00% | +1,260+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,165 | $510.5K | 0.00% | −46,098−67.5% | Reduced |
| Blair William & Co | 22,875 | $526.8K | 0.00% | −723,320−96.9% | Reduced |
| Advisor Group Holdings, Inc. | 22,887 | $526.9K | 0.00% | −34,509−60.1% | Reduced |
| Graham Capital Management, L.P. | 24,066 | $554.2K | 0.02% | +24,066 | New |
| Pictet Asset Management Holding SA | 25,113 | $578.4K | 0.00% | +2,482+11.0% | Added |
| Algert Global LLC | 25,381 | $584.5K | 0.02% | +11,872+87.9% | Added |
| Trust Point Inc. | 25,397 | $584.9K | 0.05% | +25,397 | New |
| AQR Capital Management LLC | 25,800 | $594.2K | 0.00% | +15,922+161.2% | Added |
| Arizona State Retirement System | 26,246 | $604.4K | 0.00% | −101−0.4% | Reduced |
| Guggenheim Capital LLC | 27,100 | $624.1K | 0.00% | +2,132+8.5% | Added |
| Bell Bank | 27,758 | $639.3K | 0.06% | +9,143+49.1% | Added |
| Sequoia Financial Advisors, LLC | 27,892 | $642.4K | 0.01% | −2,675−8.8% | Reduced |
| State Board of Administration of Florida Retirement System | 29,250 | $673.6K | 0.00% | +9,830+50.6% | Added |
| Teachers Retirement System of the State of Kentucky | 30,000 | $691.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 30,019 | $691.3K | 0.01% | −281−0.9% | Reduced |