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, 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 443 | $10.0K | 0.00% | +2+0.5% | Added |
| Venturi Wealth Management, LLC | 429 | $8.39K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 425 | $8.00K | 0.01% | −39−8.4% | Reduced |
| Jones Financial Companies LLLP | 403 | $7.88K | 0.00% | −289−41.8% | Reduced |
| Washington Trust Advisors, Inc. | 281 | $5.49K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $4.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 222 | $4.34K | 0.00% | −19−7.9% | Reduced |
| Principal Securities, Inc. | 214 | $4.18K | 0.00% | +53+32.9% | Added |
| Parallel Advisors, LLC | 201 | $3.93K | 0.00% | −32−13.7% | Reduced |
| Cornerstone Planning Group LLC | 160 | $3.66K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 150 | $2.93K | 0.00% | +150 | New |
| CIBC Private Wealth Group, LLC | 133 | $2.78K | 0.00% | 00.0% | Unchanged |
| Amundi | 117 | $2.45K | 0.00% | +117 | New |
| Global Retirement Partners, LLC | 114 | $2.23K | 0.00% | +60+111.1% | Added |
| Bellevue Asset Management, LLC | 106 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 104 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $2.00K | 0.00% | +91 | New |
| Russell Investments Group, Ltd. | 90 | $1.76K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 83 | $1.62K | 0.00% | +83 | New |
| Rothschild Investment LLC | 80 | $1.56K | 0.00% | −5−5.9% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.17K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $1.17K | 0.00% | +21+53.8% | Added |
| Steward Partners Investment Advisory, LLC | 59 | $1.15K | 0.00% | +59 | New |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 34 | $665 | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 27 | $528 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $293 | 0.00% | +15 | New |
| Aster Capital Management (DIFC) Ltd | 12 | $235 | 0.00% | +12 | New |
| Abound Wealth Management | 10 | $196 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $78 | 0.00% | +4 | New |
| IFP Advisors, Inc | 0 | $59 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −466,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −163,203−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −80,880−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −79,941−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,541−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −44,200−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −24,038−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,799−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,746−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,380−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −16,831−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,469−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,889−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,995−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,697−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,265−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |