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, Q3 2024
Institutional positions in Privia Health Group, Inc. as of Sep 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
- 234
- +11 vs. Q2 2024
- Shares held
- 119.7M
- +19.1M (+19.0%) vs. Q2 2024
- Total value
- $2.18B
- +$430.5M (+24.6%) vs. Q2 2024
- New holders
- 32
- 78 more added
- Sold out
- 21
- 89 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4 | $73 | 0.00% | +4 | New |
| Abound Wealth Management | 10 | $183 | 0.00% | −1−9.1% | Reduced |
| Quest Partners LLC | 14 | $255 | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 27 | $492 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $546 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 37 | $674 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 39 | $705 | 0.00% | +39 | New |
| Global Retirement Partners, LLC | 54 | $983 | 0.00% | −40−42.6% | Reduced |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 60 | $1.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 83 | $1.44K | 0.00% | −21−20.2% | Reduced |
| Rothschild Investment LLC | 85 | $1.55K | 0.00% | +70+466.7% | Added |
| Russell Investments Group, Ltd. | 90 | $1.64K | 0.00% | +18+25.0% | Added |
| Sterling Capital Management LLC | 104 | $1.89K | 0.00% | +104 | New |
| Bellevue Asset Management, LLC | 106 | $1.93K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 133 | $2.42K | 0.00% | −141−51.5% | Reduced |
| Cornerstone Planning Group LLC | 160 | $2.88K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 161 | $2.93K | 0.00% | −472−74.6% | Reduced |
| Massmutual Trust Co FSB | 225 | $4.10K | 0.00% | +37+19.7% | Added |
| Parallel Advisors, LLC | 233 | $4.24K | 0.00% | +18+8.4% | Added |
| Umb Bank N A | 241 | $4.39K | 0.00% | +157+186.9% | Added |
| Simplex Trading, LLC | 314 | $5.00K | 0.00% | +314 | New |
| Washington Trust Advisors, Inc. | 281 | $5.12K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 429 | $7.81K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 464 | $8.00K | 0.01% | −4,261−90.2% | Reduced |
| Proequities, Inc. | 441 | $8.03K | 0.00% | −72−14.0% | Reduced |
| Huntington National Bank | 544 | $9.91K | 0.00% | +2+0.4% | Added |
| CWM, LLC | 592 | $11.0K | 0.00% | +123+26.2% | Added |
| Colonial Trust Co | 623 | $11.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 659 | $12.0K | 0.00% | +218+49.4% | Added |
| Jones Financial Companies LLLP | 692 | $12.5K | 0.00% | −278−28.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 700 | $12.7K | 0.00% | +500+250.0% | Added |
| Allworth Financial LP | 965 | $17.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,020 | $18.6K | 0.00% | −118−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,022 | $18.6K | 0.00% | +58+6.0% | Added |
| Signaturefd, LLC | 1,122 | $20.4K | 0.00% | −856−43.3% | Reduced |
| First Horizon Advisors, Inc. | 1,175 | $21.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,400 | $25.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,652 | $30.1K | 0.00% | −123−6.9% | Reduced |
| GAMMA Investing LLC | 1,701 | $31.0K | 0.00% | +845+98.7% | Added |
| Nisa Investment Advisors, LLC | 1,750 | $31.9K | 0.00% | −45−2.5% | Reduced |
| Park Place Capital Corp | 1,816 | $33.1K | 0.01% | −24−1.3% | Reduced |
| Quarry LP | 3,268 | $59.5K | 0.02% | +2,533+344.6% | Added |
| KBC Group NV | 3,385 | $62.0K | 0.00% | +871+34.6% | Added |
| Smartleaf Asset Management LLC | 3,496 | $63.2K | 0.01% | +656+23.1% | Added |
| Shell Asset Management Co | 3,507 | $64.0K | 0.00% | +3,507 | New |
| Neo Ivy Capital Management | 3,604 | $66.0K | 0.02% | +3,604 | New |
| Fifth Third Bancorp | 3,690 | $67.2K | 0.00% | +74+2.0% | Added |
| Canada Pension Plan Investment Board | 4,100 | $74.7K | 0.00% | +2,600+173.3% | Added |
| Quadrant Capital Group LLC | 4,344 | $79.1K | 0.01% | +292+7.2% | Added |
| Tower Research Capital LLC (TRC) | 4,477 | $81.5K | 0.00% | −13,334−74.9% | Reduced |
| Values First Advisors, Inc. | 4,569 | $83.2K | 0.05% | +4,569 | New |
| Acadian Asset Management LLC | 5,433 | $98.0K | 0.00% | +5,433 | New |
| The PNC Financial Services Group, Inc. | 6,636 | $120.8K | 0.00% | −4,425−40.0% | Reduced |
| State of Wyoming | 8,101 | $147.5K | 0.02% | +1,309+19.3% | Added |
| Allspring Global Investments Holdings, LLC | 8,265 | $150.5K | 0.00% | −1,493−15.3% | Reduced |
| Parkside Financial Bank & Trust | 9,068 | $165.1K | 0.02% | +384+4.4% | Added |
| Assetmark, Inc | 9,412 | $171.4K | 0.00% | +317+3.5% | Added |
| Ameritas Investment Partners, Inc. | 9,995 | $182.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,021 | $182.5K | 0.01% | +10,021 | New |
| Icon Wealth Advisors, LLC | 10,141 | $184.7K | 0.02% | −4,828−32.3% | Reduced |
| Polar Capital Holdings Plc | 10,540 | $191.9K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,697 | $194.8K | 0.13% | +10,697 | New |
| Prelude Capital Management, LLC | 10,995 | $200.2K | 0.02% | +10,995 | New |
| Balyasny Asset Management LLC | 11,889 | $216.5K | 0.00% | −11,767−49.7% | Reduced |
| MQS Management LLC | 11,905 | $216.8K | 0.12% | +11,905 | New |
| Public Employees Retirement Association of Colorado | 11,922 | $217.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,990 | $218.0K | 0.01% | +11,990 | New |
| Pictet Asset Management Holding SA | 12,402 | $225.8K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 12,520 | $228.0K | 0.00% | +490+4.1% | Added |
| Natixis Advisors, L.P. | 13,049 | $238.0K | 0.00% | −7,008−34.9% | Reduced |
| Cerity Partners LLC | 13,721 | $249.9K | 0.00% | +13,721 | New |
| Avantax Advisory Services, Inc. | 14,029 | $255.5K | 0.00% | −688−4.7% | Reduced |
| Park Avenue Securities LLC | 14,165 | $258.0K | 0.00% | −990−6.5% | Reduced |
| Benjamin Edwards Inc | 14,366 | $261.6K | 0.00% | +11,248+360.7% | Added |
| Virtu Financial LLC | 14,469 | $263.0K | 0.01% | +14,469 | New |
| Algert Global LLC | 14,619 | $266.2K | 0.01% | −29,140−66.6% | Reduced |
| Mutual of America Capital Management LLC | 15,434 | $281.1K | 0.00% | −1,629−9.5% | Reduced |
| Voya Financial Advisors, Inc. | 16,393 | $296.4K | 0.03% | −333−2.0% | Reduced |
| International Assets Investment Management, LLC | 5,499 | $302.0K | 0.00% | +5,197+1,720.9% | Added |
| Truist Financial Corp | 16,602 | $302.3K | 0.00% | −371−2.2% | Reduced |
| Sherbrooke Park Advisers LLC | 16,831 | $306.5K | 0.07% | +16,831 | New |
| US Bancorp | 16,924 | $308.2K | 0.00% | −2,419−12.5% | Reduced |
| Ironwood Investment Counsel, LLC | 17,137 | $312.1K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,537 | $338.0K | 0.00% | −3,139−14.5% | Reduced |
| MML Investors Services, LLC | 18,636 | $339.0K | 0.00% | −1,007−5.1% | Reduced |
| Bank of Montreal | 19,376 | $350.3K | 0.00% | −145−0.7% | Reduced |
| RSM US Wealth Management LLC | 20,089 | $352.8K | 0.01% | +1,156+6.1% | Added |
| Boothbay Fund Management, LLC | 19,380 | $352.9K | 0.01% | +19,380 | New |
| Blair William & Co | 19,614 | $357.2K | 0.00% | −29,100−59.7% | Reduced |
| Jefferies Financial Group Inc. | 20,746 | $377.8K | 0.01% | +20,746 | New |
| ProShare Advisors LLC | 21,295 | $387.8K | 0.00% | +4,136+24.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,373 | $389.2K | 0.00% | −693−3.1% | Reduced |
| Handelsbanken Fonder AB | 21,700 | $395.0K | 0.00% | +3,700+20.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,933 | $399.4K | 0.00% | −435−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,742 | $432.3K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 23,799 | $433.4K | 0.00% | −79,819−77.0% | Reduced |
| Federated Hermes, Inc. | 23,877 | $434.8K | 0.00% | −524−2.1% | Reduced |