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, Q1 2024
Institutional positions in Privia Health Group, Inc. as of Mar 31, 2024. 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
- 234
- +10 vs. Q4 2023
- Shares held
- 119.0M
- +1.87M (+1.6%) vs. Q4 2023
- Total value
- $2.33B
- −$366.8M (−13.6%) vs. Q4 2023
- New holders
- 37
- 95 more added
- Sold out
- 27
- 70 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $20 | 0.00% | 0 | Unchanged |
| Rothschild Investment LLC | 10 | $196 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $216 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $235 | 0.00% | +12 | New |
| Quest Partners LLC | 12 | $235 | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 25 | $490 | 0.00% | −17−40.5% | Reduced |
| Russell Investments Group, Ltd. | 38 | $744 | 0.00% | −13−25.5% | Reduced |
| Umb Bank N A | 40 | $784 | 0.00% | +40 | New |
| STRS Ohio | 100 | $1.00K | 0.00% | −16,500−99.4% | Reduced |
| Avion Wealth | 25 | $1.00K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 60 | $1.18K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 71 | $1.39K | 0.00% | +71 | New |
| Global Retirement Partners, LLC | 94 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $2.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 130 | $2.47K | 0.00% | +128+6,400.0% | Added |
| Parallel Advisors, LLC | 132 | $2.59K | 0.00% | −683−83.8% | Reduced |
| Massmutual Trust Co FSB | 134 | $2.63K | 0.00% | +49+57.6% | Added |
| Spire Wealth Management | 155 | $3.04K | 0.00% | +64+70.3% | Added |
| Public Employees Retirement System of Ohio | 191 | $3.74K | 0.00% | +191 | New |
| CWM, LLC | 209 | $4.00K | 0.00% | +33+18.8% | Added |
| Washington Trust Advisors, Inc. | 281 | $5.50K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 314 | $6.15K | 0.00% | −22,573−98.6% | Reduced |
| Cornerstone Planning Group LLC | 373 | $6.99K | 0.00% | −56−13.1% | Reduced |
| Venturi Wealth Management, LLC | 429 | $8.40K | 0.00% | +178+70.9% | Added |
| Proequities, Inc. | 513 | $10.0K | 0.00% | +248+93.6% | Added |
| Huntington National Bank | 525 | $10.3K | 0.00% | +68+14.9% | Added |
| CIBC Private Wealth Group, LLC | 562 | $10.7K | 0.00% | +562 | New |
| Colonial Trust Co | 623 | $12.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 657 | $12.9K | 0.00% | −181−21.6% | Reduced |
| Nisa Investment Advisors, LLC | 865 | $16.9K | 0.00% | +107+14.1% | Added |
| GAMMA Investing LLC | 892 | $17.5K | 0.00% | +189+26.9% | Added |
| Advisors Asset Management, Inc. | 1,138 | $22.3K | 0.00% | −2−0.2% | Reduced |
| First Horizon Advisors, Inc. | 1,204 | $23.6K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,257 | $24.6K | 0.00% | +370+41.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,307 | $25.6K | 0.00% | +1,307 | New |
| Signaturefd, LLC | 1,352 | $26.5K | 0.00% | +978+261.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,652 | $32.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,854 | $36.3K | 0.01% | −1,466−44.2% | Reduced |
| Park Place Capital Corp | 2,492 | $48.8K | 0.02% | +1,335+115.4% | Added |
| KBC Group NV | 2,514 | $49.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,515 | $49.2K | 0.01% | −5−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,596 | $50.9K | 0.00% | −28,117−91.5% | Reduced |
| Meeder Asset Management Inc | 3,097 | $60.7K | 0.00% | +3,097 | New |
| Fifth Third Bancorp | 3,182 | $62.3K | 0.00% | −143−4.3% | Reduced |
| Shell Asset Management Co | 3,706 | $64.0K | 0.00% | −435−10.5% | Reduced |
| Quadrant Capital Group LLC | 3,332 | $65.3K | 0.01% | +2,324+230.6% | Added |
| Benjamin Edwards Inc | 3,371 | $66.0K | 0.01% | +132+4.1% | Added |
| Covestor Ltd | 5,292 | $104.0K | 0.07% | +1,076+25.5% | Added |
| Metropolitan Life Insurance Co | 6,182 | $121.1K | 0.01% | −298−4.6% | Reduced |
| nVerses Capital, LLC | 6,500 | $127.3K | 0.31% | +6,500 | New |
| SG Americas Securities, LLC | 6,706 | $131.0K | 0.00% | +6,706 | New |
| Benjamin F. Edwards & Company, Inc. | 7,090 | $139.0K | 0.00% | +219+3.2% | Added |
| The PNC Financial Services Group, Inc. | 7,241 | $141.9K | 0.00% | +1,258+21.0% | Added |
| Parkside Financial Bank & Trust | 7,913 | $155.0K | 0.02% | +3,820+93.3% | Added |
| Qube Research & Technologies Ltd | 8,854 | $173.4K | 0.00% | +8,854 | New |
| Allspring Global Investments Holdings, LLC | 8,970 | $175.7K | 0.00% | +756+9.2% | Added |
| Catalyst Funds Management Pty Ltd | 9,200 | $180.2K | 0.05% | +9,200 | New |
| Assetmark, Inc | 9,945 | $194.8K | 0.00% | +191+2.0% | Added |
| Quantbot Technologies LP | 9,991 | $195.7K | 0.01% | +9,991 | New |
| Baron Wealth Management LLC | 10,288 | $201.5K | 0.11% | 00.0% | Unchanged |
| Atom Investors LP | 10,340 | $202.6K | 0.03% | +10,340 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,518 | $206.0K | 0.05% | +10,518 | New |
| Ameritas Investment Partners, Inc. | 11,659 | $228.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,174 | $258.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,228 | $259.1K | 0.00% | +13,228 | New |
| Bleakley Financial Group, LLC | 13,601 | $266.4K | 0.01% | +355+2.7% | Added |
| Simplicity Wealth,LLC | 13,601 | $266.4K | 0.01% | +13,601 | New |
| ExodusPoint Capital Management, LP | 13,604 | $267.0K | 0.00% | −40,278−74.8% | Reduced |
| Jump Financial, LLC | 14,470 | $283.5K | 0.01% | +14,470 | New |
| Pearl River Capital, LLC | 14,503 | $284.1K | 0.04% | +4,568+46.0% | Added |
| Handelsbanken Fonder AB | 15,000 | $294.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,229 | $298.3K | 0.00% | +15,229 | New |
| Park Avenue Securities LLC | 15,498 | $304.0K | 0.00% | +466+3.1% | Added |
| HSBC Holdings PLC | 16,020 | $313.8K | 0.00% | +16,020 | New |
| Voya Financial Advisors, Inc. | 17,129 | $334.9K | 0.04% | −565−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 17,137 | $335.7K | 0.06% | −17,138−50.0% | Reduced |
| Truist Financial Corp | 17,533 | $343.5K | 0.00% | +156+0.9% | Added |
| Mutual of America Capital Management LLC | 17,696 | $346.7K | 0.00% | −282−1.6% | Reduced |
| US Bancorp | 18,232 | $357.2K | 0.00% | −3,290−15.3% | Reduced |
| Icon Wealth Advisors, LLC | 18,380 | $360.1K | 0.03% | +8,238+81.2% | Added |
| State Board of Administration of Florida Retirement System | 13,220 | $365.0K | 0.00% | −16,030−54.8% | Reduced |
| Point72 (DIFC) Ltd | 19,488 | $381.8K | 0.03% | +19,488 | New |
| Guidance Capital, Inc | 21,125 | $387.6K | 0.14% | +21,125 | New |
| Lombard Odier Asset Management (Europe) Ltd | 20,000 | $391.8K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 20,067 | $393.0K | 0.06% | +8,374+71.6% | Added |
| Prelude Capital Management, LLC | 20,764 | $406.8K | 0.03% | +20,764 | New |
| Susquehanna International Group, LLP | 21,203 | $415.4K | 0.00% | −29,353−58.1% | Reduced |
| MML Investors Services, LLC | 21,272 | $417.0K | 0.00% | +2,898+15.8% | Added |
| Keebeck Alpha, LP | 21,434 | $419.9K | 0.28% | +21,434 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,089 | $432.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,182 | $434.5K | 0.00% | +17+0.1% | Added |
| Federated Hermes, Inc. | 22,385 | $438.5K | 0.00% | −8,018−26.4% | Reduced |
| ProShare Advisors LLC | 22,483 | $440.4K | 0.00% | +1,562+7.5% | Added |
| UniSuper Management Pty Ltd | 23,762 | $465.5K | 0.00% | +23,762 | New |
| Verition Fund Management LLC | 23,862 | $467.5K | 0.00% | +23,862 | New |
| Quarry LP | 23,889 | $468.0K | 0.19% | +23,453+5,379.1% | Added |
| Bell Bank | 24,812 | $486.1K | 0.04% | −2,946−10.6% | Reduced |
| Scientech Research LLC | 25,063 | $491.0K | 0.26% | +25,063 | New |
| Envestnet Portfolio Solutions, Inc. | 25,378 | $497.2K | 0.00% | +3,487+15.9% | Added |
| Aquatic Capital Management LLC | 25,400 | $497.6K | 0.02% | +22,700+840.7% | Added |