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 4 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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 623 | $14.9K | 0.00% | +234+60.2% | Added |
| GAMMA Investing LLC | 703 | $14.2K | 0.00% | +703 | New |
| Huntington National Bank | 457 | $10.5K | 0.00% | +133+41.0% | Added |
| Quarry LP | 436 | $10.0K | 0.01% | −640−59.5% | Reduced |
| Cornerstone Planning Group LLC | 429 | $9.88K | 0.00% | +60+16.3% | Added |
| Tradition Wealth Management, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 372 | $9.00K | 0.02% | +372 | New |
| Signaturefd, LLC | 374 | $8.61K | 0.00% | +356+1,977.8% | Added |
| Washington Trust Advisors, Inc. | 281 | $6.47K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 265 | $6.10K | 0.00% | −168−38.8% | Reduced |
| Venturi Wealth Management, LLC | 251 | $5.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 181 | $4.17K | 0.00% | +181 | New |
| CWM, LLC | 176 | $4.00K | 0.00% | −29−14.1% | Reduced |
| TD Private Client Wealth LLC | 158 | $3.64K | 0.00% | +71+81.6% | Added |
| Bellevue Asset Management, LLC | 106 | $2.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $2.01K | 0.00% | +94 | New |
| Massmutual Trust Co FSB | 85 | $1.96K | 0.00% | +85 | New |
| Spire Wealth Management | 91 | $1.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 51 | $1.18K | 0.00% | +20+64.5% | Added |
| Lindbrook Capital, LLC | 42 | $967 | 0.00% | −12−22.2% | Reduced |
| Allworth Financial LP | 13 | $300 | 0.00% | +2+18.2% | Added |
| Abound Wealth Management | 11 | $254 | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 11 | $247 | 0.00% | +1+10.0% | Added |
| Farther Finance Advisors, LLC | 2 | $46 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 0 | $12 | 0.00% | −1−100.0% | Reduced |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −557,163−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −185,376−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −60,612−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −47,753−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,387−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −43,320−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −25,176−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,266−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,641−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −9,977−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |