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, 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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,257 | $24.6K | 0.00% | +370+41.7% | Added |
| First Horizon Advisors, Inc. | 1,204 | $23.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,138 | $22.3K | 0.00% | −2−0.2% | Reduced |
| GAMMA Investing LLC | 892 | $17.5K | 0.00% | +189+26.9% | Added |
| Nisa Investment Advisors, LLC | 865 | $16.9K | 0.00% | +107+14.1% | Added |
| Principal Securities, Inc. | 657 | $12.9K | 0.00% | −181−21.6% | Reduced |
| Colonial Trust Co | 623 | $12.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 562 | $10.7K | 0.00% | +562 | New |
| Huntington National Bank | 525 | $10.3K | 0.00% | +68+14.9% | Added |
| Proequities, Inc. | 513 | $10.0K | 0.00% | +248+93.6% | Added |
| Venturi Wealth Management, LLC | 429 | $8.40K | 0.00% | +178+70.9% | Added |
| Cornerstone Planning Group LLC | 373 | $6.99K | 0.00% | −56−13.1% | Reduced |
| Advisor Group Holdings, Inc. | 314 | $6.15K | 0.00% | −22,573−98.6% | Reduced |
| Washington Trust Advisors, Inc. | 281 | $5.50K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 209 | $4.00K | 0.00% | +33+18.8% | Added |
| Public Employees Retirement System of Ohio | 191 | $3.74K | 0.00% | +191 | New |
| Spire Wealth Management | 155 | $3.04K | 0.00% | +64+70.3% | Added |
| Massmutual Trust Co FSB | 134 | $2.63K | 0.00% | +49+57.6% | Added |
| Parallel Advisors, LLC | 132 | $2.59K | 0.00% | −683−83.8% | Reduced |
| Farther Finance Advisors, LLC | 130 | $2.47K | 0.00% | +128+6,400.0% | Added |
| Bellevue Asset Management, LLC | 106 | $2.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $1.84K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 71 | $1.39K | 0.00% | +71 | New |
| Farmers & Merchants Investments Inc | 60 | $1.18K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $1.00K | 0.00% | −16,500−99.4% | Reduced |
| Avion Wealth | 25 | $1.00K | 0.00% | +25 | New |
| Umb Bank N A | 40 | $784 | 0.00% | +40 | New |
| Russell Investments Group, Ltd. | 38 | $744 | 0.00% | −13−25.5% | Reduced |
| Lindbrook Capital, LLC | 25 | $490 | 0.00% | −17−40.5% | Reduced |
| AdvisorNet Financial, Inc | 12 | $235 | 0.00% | +12 | New |
| Quest Partners LLC | 12 | $235 | 0.00% | +12 | New |
| Abound Wealth Management | 11 | $216 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $196 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 0 | $20 | 0.00% | 0 | Unchanged |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −152,292−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −90,149−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −91,537−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −90,310−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −88,877−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −71,299−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −52,836−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −51,706−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −33,978−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −33,171−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,066−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,626−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −9,310−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −9,051−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |