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, Q4 2024
Institutional positions in Privia Health Group, Inc. as of Dec 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
- 232
- −2 vs. Q3 2024
- Shares held
- 120.1M
- +329.7K (+0.3%) vs. Q3 2024
- Total value
- $2.35B
- +$167.7M (+7.7%) vs. Q3 2024
- New holders
- 28
- 102 more added
- Sold out
- 30
- 64 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $59 | 0.00% | 0 | New |
| Grove Bank & Trust | 4 | $78 | 0.00% | +4 | New |
| Abound Wealth Management | 10 | $196 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 12 | $235 | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 15 | $293 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 27 | $528 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 34 | $665 | 0.00% | +34 | New |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 59 | $1.15K | 0.00% | +59 | New |
| J.Safra Asset Management Corp | 60 | $1.17K | 0.00% | +21+53.8% | Added |
| Farmers & Merchants Investments Inc | 60 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $1.56K | 0.00% | −5−5.9% | Reduced |
| Skopos Labs, Inc. | 83 | $1.62K | 0.00% | +83 | New |
| Russell Investments Group, Ltd. | 90 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $2.00K | 0.00% | +91 | New |
| Sterling Capital Management LLC | 104 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $2.07K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $2.23K | 0.00% | +60+111.1% | Added |
| Amundi | 117 | $2.45K | 0.00% | +117 | New |
| CIBC Private Wealth Group, LLC | 133 | $2.78K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 150 | $2.93K | 0.00% | +150 | New |
| Cornerstone Planning Group LLC | 160 | $3.66K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 201 | $3.93K | 0.00% | −32−13.7% | Reduced |
| Principal Securities, Inc. | 214 | $4.18K | 0.00% | +53+32.9% | Added |
| Umb Bank N A | 222 | $4.34K | 0.00% | −19−7.9% | Reduced |
| Massmutual Trust Co FSB | 225 | $4.40K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 281 | $5.49K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 403 | $7.88K | 0.00% | −289−41.8% | Reduced |
| Covestor Ltd | 425 | $8.00K | 0.01% | −39−8.4% | Reduced |
| Venturi Wealth Management, LLC | 429 | $8.39K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 443 | $10.0K | 0.00% | +2+0.5% | Added |
| Colonial Trust Co | 623 | $12.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 630 | $12.3K | 0.00% | +86+15.8% | Added |
| Versant Capital Management, Inc | 739 | $14.4K | 0.00% | +739 | New |
| Public Employees Retirement System of Ohio | 895 | $17.5K | 0.00% | +236+35.8% | Added |
| Signaturefd, LLC | 1,036 | $20.3K | 0.00% | −86−7.7% | Reduced |
| Allworth Financial LP | 978 | $22.2K | 0.00% | +13+1.3% | Added |
| CWM, LLC | 1,200 | $23.0K | 0.00% | +608+102.7% | Added |
| GAMMA Investing LLC | 1,345 | $26.3K | 0.00% | −356−20.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,652 | $32.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,727 | $33.8K | 0.00% | +705+69.0% | Added |
| Park Place Capital Corp | 1,752 | $34.3K | 0.01% | −64−3.5% | Reduced |
| First Horizon Advisors, Inc. | 1,807 | $35.3K | 0.00% | +632+53.8% | Added |
| EverSource Wealth Advisors, LLC | 2,380 | $46.5K | 0.00% | +2,350+7,833.3% | Added |
| Financial Management Professionals, Inc. | 2,629 | $51.4K | 0.01% | +2,629 | New |
| Quarry LP | 3,475 | $67.9K | 0.01% | +207+6.3% | Added |
| Shell Asset Management Co | 3,507 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,678 | $71.9K | 0.00% | −799−17.8% | Reduced |
| Quadrant Capital Group LLC | 4,855 | $94.9K | 0.01% | +511+11.8% | Added |
| Nisa Investment Advisors, LLC | 4,999 | $97.7K | 0.00% | +3,249+185.7% | Added |
| KBC Group NV | 5,012 | $98.0K | 0.00% | +1,627+48.1% | Added |
| Fifth Third Bancorp | 5,105 | $99.8K | 0.00% | +1,415+38.3% | Added |
| Neo Ivy Capital Management | 6,540 | $127.0K | 0.03% | +2,936+81.5% | Added |
| STRS Ohio | 6,600 | $129.0K | 0.00% | +5,200+371.4% | Added |
| The PNC Financial Services Group, Inc. | 7,169 | $140.2K | 0.00% | +533+8.0% | Added |
| Smartleaf Asset Management LLC | 7,275 | $141.6K | 0.01% | +3,779+108.1% | Added |
| Assetmark, Inc | 8,572 | $167.6K | 0.00% | −840−8.9% | Reduced |
| Quest Partners LLC | 9,855 | $192.7K | 0.03% | +9,841+70,292.9% | Added |
| LPL Financial LLC | 10,167 | $198.8K | 0.00% | +10,167 | New |
| Benjamin Edwards Inc | 10,379 | $202.9K | 0.00% | −3,987−27.8% | Reduced |
| Occudo Quantitative Strategies LP | 10,567 | $206.6K | 0.04% | +10,567 | New |
| Ameritas Investment Partners, Inc. | 10,673 | $208.7K | 0.01% | +678+6.8% | Added |
| Parkside Financial Bank & Trust | 10,843 | $212.0K | 0.03% | +1,775+19.6% | Added |
| Cerity Partners LLC | 11,626 | $213.1K | 0.00% | −2,095−15.3% | Reduced |
| Icon Wealth Advisors, LLC | 11,711 | $228.9K | 0.02% | +1,570+15.5% | Added |
| Public Employees Retirement Association of Colorado | 11,922 | $233.0K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 12,318 | $240.8K | 0.00% | −28,797−70.0% | Reduced |
| Pictet Asset Management Holding SA | 12,402 | $242.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,565 | $245.6K | 0.00% | −1,464−10.4% | Reduced |
| PharVision Advisers, LLC | 13,231 | $258.7K | 0.22% | +13,231 | New |
| Atria Investments LLC | 14,014 | $274.0K | 0.00% | +1,494+11.9% | Added |
| Park Avenue Securities LLC | 14,697 | $287.0K | 0.00% | +532+3.8% | Added |
| ExodusPoint Capital Management, LP | 15,181 | $297.0K | 0.00% | −102,397−87.1% | Reduced |
| Natixis Advisors, L.P. | 15,409 | $301.0K | 0.00% | +2,360+18.1% | Added |
| Mutual of America Capital Management LLC | 15,632 | $305.6K | 0.00% | +198+1.3% | Added |
| Voya Financial Advisors, Inc. | 16,784 | $326.8K | 0.04% | +391+2.4% | Added |
| Truist Financial Corp | 16,915 | $330.7K | 0.00% | +313+1.9% | Added |
| Ironwood Investment Counsel, LLC | 17,137 | $335.0K | 0.06% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 17,938 | $350.7K | 0.01% | −12,965−42.0% | Reduced |
| US Bancorp | 18,058 | $353.0K | 0.00% | +1,134+6.7% | Added |
| State of Wyoming | 18,227 | $356.3K | 0.05% | +10,126+125.0% | Added |
| HighTower Advisors, LLC | 19,469 | $380.6K | 0.00% | +932+5.0% | Added |
| KLP Kapitalforvaltning AS | 19,600 | $383.2K | 0.00% | +19,600 | New |
| Blair William & Co | 19,639 | $383.9K | 0.00% | +25+0.1% | Added |
| MML Investors Services, LLC | 20,085 | $393.0K | 0.00% | +1,449+7.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,676 | $404.2K | 0.00% | −697−3.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,850 | $408.0K | 0.07% | −45,342−68.5% | Reduced |
| EntryPoint Capital, LLC | 21,366 | $417.7K | 0.18% | +21,366 | New |
| Handelsbanken Fonder AB | 21,700 | $424.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 21,841 | $425.3K | 0.01% | +1,752+8.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,032 | $430.7K | 0.00% | +99+0.5% | Added |
| Quantbot Technologies LP | 22,331 | $436.6K | 0.02% | −15,044−40.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,379 | $437.5K | 0.00% | +22,379 | New |
| Guggenheim Capital LLC | 22,881 | $447.3K | 0.00% | −4,917−17.7% | Reduced |
| Two Sigma Securities, LLC | 23,688 | $463.1K | 0.08% | +23,688 | New |
| Bank of Montreal | 24,140 | $471.9K | 0.00% | +4,764+24.6% | Added |
| Centiva Capital, LP | 24,289 | $474.9K | 0.02% | −17,325−41.6% | Reduced |
| Oregon Public Employees Retirement Fund | 24,292 | $474.9K | 0.01% | +100+0.4% | Added |
| Los Angeles Capital Management LLC | 24,564 | $480.2K | 0.00% | 00.0% | Unchanged |