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, Q2 2024
Institutional positions in Privia Health Group, Inc. as of Jun 30, 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
- 225
- −7 vs. Q1 2024
- Shares held
- 118.0M
- −402.9K (−0.3%) vs. Q1 2024
- Total value
- $2.05B
- −$268.7M (−11.6%) vs. Q1 2024
- New holders
- 30
- 70 more added
- Sold out
- 37
- 93 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $17 | 0.00% | +1 | New |
| Abound Wealth Management | 11 | $192 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12 | $209 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $261 | 0.00% | +5+50.0% | Added |
| Bell Investment Advisors, Inc | 27 | $470 | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 30 | $622 | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 37 | $643 | 0.00% | +25+208.3% | Added |
| Farmers & Merchants Investments Inc | 60 | $1.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $1.20K | 0.00% | +69 | New |
| Russell Investments Group, Ltd. | 72 | $1.25K | 0.00% | +34+89.5% | Added |
| Beaird Harris Wealth Management, LLC | 76 | $1.32K | 0.00% | +76 | New |
| Umb Bank N A | 84 | $1.46K | 0.00% | +44+110.0% | Added |
| Global Retirement Partners, LLC | 94 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $1.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $2.04K | 0.00% | +104 | New |
| Farther Finance Advisors, LLC | 130 | $2.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 130 | $2.26K | 0.00% | −25−16.1% | Reduced |
| Cornerstone Planning Group LLC | 160 | $3.08K | 0.00% | −213−57.1% | Reduced |
| Massmutual Trust Co FSB | 188 | $3.27K | 0.00% | +54+40.3% | Added |
| Point72 (DIFC) Ltd | 196 | $3.41K | 0.00% | −19,292−99.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $3.48K | 0.00% | −9,000−97.8% | Reduced |
| Parallel Advisors, LLC | 215 | $3.74K | 0.00% | +83+62.9% | Added |
| CIBC Private Wealth Group, LLC | 274 | $4.67K | 0.00% | −288−51.2% | Reduced |
| Washington Trust Advisors, Inc. | 281 | $4.88K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 302 | $5.25K | 0.00% | +302 | New |
| Venturi Wealth Management, LLC | 429 | $7.46K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 441 | $7.67K | 0.00% | +250+130.9% | Added |
| CWM, LLC | 469 | $8.00K | 0.00% | +260+124.4% | Added |
| Proequities, Inc. | 513 | $8.91K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 542 | $9.42K | 0.00% | +17+3.2% | Added |
| Colonial Trust Co | 623 | $10.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 633 | $11.0K | 0.00% | −24−3.7% | Reduced |
| Quarry LP | 735 | $12.8K | 0.01% | −23,154−96.9% | Reduced |
| GAMMA Investing LLC | 856 | $14.9K | 0.00% | −36−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 964 | $16.8K | 0.00% | +650+207.0% | Added |
| Jones Financial Companies LLLP | 970 | $16.9K | 0.00% | +970 | New |
| Allworth Financial LP | 965 | $18.5K | 0.00% | +965 | New |
| Advisors Asset Management, Inc. | 1,138 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,175 | $20.4K | 0.00% | −29−2.4% | Reduced |
| STRS Ohio | 1,400 | $24.3K | 0.00% | +1,300+1,300.0% | Added |
| Canada Pension Plan Investment Board | 1,500 | $26.1K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 1,775 | $30.8K | 0.00% | +123+7.4% | Added |
| Nisa Investment Advisors, LLC | 1,795 | $31.2K | 0.00% | +930+107.5% | Added |
| Park Place Capital Corp | 1,840 | $32.0K | 0.01% | −652−26.2% | Reduced |
| Signaturefd, LLC | 1,978 | $34.4K | 0.00% | +626+46.3% | Added |
| KBC Group NV | 2,514 | $44.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,840 | $48.6K | 0.01% | +325+12.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,052 | $53.1K | 0.01% | −7,466−71.0% | Reduced |
| Benjamin Edwards Inc | 3,118 | $54.0K | 0.01% | −253−7.5% | Reduced |
| Fifth Third Bancorp | 3,616 | $62.8K | 0.00% | +434+13.6% | Added |
| Quadrant Capital Group LLC | 4,052 | $70.4K | 0.01% | +720+21.6% | Added |
| Covestor Ltd | 4,725 | $82.0K | 0.05% | −567−10.7% | Reduced |
| State of Wyoming | 6,792 | $118.0K | 0.02% | +4,938+266.3% | Added |
| SG Americas Securities, LLC | 6,912 | $120.0K | 0.00% | +206+3.1% | Added |
| EntryPoint Capital, LLC | 7,420 | $129.0K | 0.06% | +7,420 | New |
| Benjamin F. Edwards & Company, Inc. | 7,695 | $134.0K | 0.00% | +605+8.5% | Added |
| Parkside Financial Bank & Trust | 8,684 | $150.9K | 0.02% | +771+9.7% | Added |
| Assetmark, Inc | 9,095 | $158.1K | 0.00% | −850−8.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,758 | $169.6K | 0.00% | +788+8.8% | Added |
| Ameritas Investment Partners, Inc. | 9,995 | $173.7K | 0.01% | −1,664−14.3% | Reduced |
| Baron Wealth Management LLC | 10,246 | $178.1K | 0.09% | −42−0.4% | Reduced |
| Versor Investments LP | 10,500 | $182.5K | 0.03% | +10,500 | New |
| Polar Capital Holdings Plc | 10,540 | $183.2K | 0.00% | +10,540 | New |
| The PNC Financial Services Group, Inc. | 11,061 | $192.2K | 0.00% | +3,820+52.8% | Added |
| Two Sigma Advisers, LP | 11,500 | $199.9K | 0.00% | +11,500 | New |
| Public Employees Retirement Association of Colorado | 11,922 | $207.0K | 0.00% | −1,252−9.5% | Reduced |
| Atria Investments LLC | 12,030 | $209.1K | 0.00% | +12,030 | New |
| Pictet Asset Management Holding SA | 12,402 | $215.5K | 0.00% | −14,271−53.5% | Reduced |
| Simplicity Wealth,LLC | 13,161 | $228.7K | 0.01% | −440−3.2% | Reduced |
| Bleakley Financial Group, LLC | 13,161 | $228.7K | 0.01% | −440−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 14,717 | $255.8K | 0.00% | +14,717 | New |
| Park Avenue Securities LLC | 15,155 | $263.0K | 0.00% | −343−2.2% | Reduced |
| Gsa Capital Partners LLP | 15,536 | $270.0K | 0.02% | +15,536 | New |
| Engineers Gate Manager LP | 15,745 | $273.6K | 0.01% | −21,572−57.8% | Reduced |
| Voya Financial Advisors, Inc. | 16,726 | $286.3K | 0.03% | −403−2.4% | Reduced |
| Truist Financial Corp | 16,973 | $295.0K | 0.00% | −560−3.2% | Reduced |
| Mutual of America Capital Management LLC | 17,063 | $296.6K | 0.00% | −633−3.6% | Reduced |
| Ironwood Investment Counsel, LLC | 17,137 | $297.8K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,159 | $298.2K | 0.00% | −5,324−23.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,811 | $309.6K | 0.01% | +15,215+586.1% | Added |
| Icon Wealth Advisors, LLC | 14,969 | $310.5K | 0.03% | −3,411−18.6% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $313.0K | 0.00% | +3,000+20.0% | Added |
| RSM US Wealth Management LLC | 18,933 | $323.8K | 0.01% | +18,933 | New |
| US Bancorp | 19,343 | $336.2K | 0.00% | +1,111+6.1% | Added |
| Bank of Montreal | 19,521 | $339.5K | 0.00% | −34,031−63.5% | Reduced |
| MML Investors Services, LLC | 19,643 | $341.0K | 0.00% | −1,629−7.7% | Reduced |
| Gotham Asset Management, LLC | 20,037 | $348.2K | 0.00% | −44,800−69.1% | Reduced |
| Natixis Advisors, L.P. | 20,057 | $349.0K | 0.00% | +20,057 | New |
| Bell Bank | 20,207 | $351.2K | 0.03% | −4,605−18.6% | Reduced |
| Creative Planning | 20,445 | $355.3K | 0.00% | +7,217+54.6% | Added |
| Quantbot Technologies LP | 20,471 | $355.8K | 0.02% | +10,480+104.9% | Added |
| Centiva Capital, LP | 20,541 | $357.0K | 0.02% | +20,541 | New |
| First Trust Advisors LP | 21,278 | $369.8K | 0.00% | −36,555−63.2% | Reduced |
| HighTower Advisors, LLC | 21,676 | $374.0K | 0.00% | −8,540−28.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,066 | $383.5K | 0.00% | −3,312−13.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,368 | $388.8K | 0.00% | +186+0.8% | Added |
| Balyasny Asset Management LLC | 23,656 | $411.1K | 0.00% | −23,119−49.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,742 | $412.6K | 0.00% | +1,653+7.5% | Added |
| UniSuper Management Pty Ltd | 23,762 | $413.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,985 | $416.9K | 0.00% | +23,985 | New |