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, Q1 2025
Institutional positions in Privia Health Group, Inc. as of Mar 31, 2025. 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
- 250
- +20 vs. Q4 2024
- Shares held
- 120.7M
- +2.07M (+1.7%) vs. Q4 2024
- Total value
- $2.71B
- +$390.0M (+16.8%) vs. Q4 2024
- New holders
- 37
- 87 more added
- Sold out
- 17
- 88 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $67 | 0.00% | 0 | Unchanged |
| Abound Wealth Management | 5 | $113 | 0.00% | −5−50.0% | Reduced |
| Bell Investment Advisors, Inc | 27 | $607 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $674 | 0.00% | +30 | New |
| Aventura Private Wealth, LLC | 34 | $763 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $764 | 0.00% | +34 | New |
| SBI Securities Co., Ltd. | 35 | $786 | 0.00% | +20+133.3% | Added |
| Lindbrook Capital, LLC | 40 | $898 | 0.00% | +40 | New |
| Sierra Ocean, LLC | 40 | $898 | 0.00% | +40 | New |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 47 | $1.05K | 0.00% | +47 | New |
| Geneos Wealth Management Inc. | 49 | $1.10K | 0.00% | +49 | New |
| Steward Partners Investment Advisory, LLC | 59 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 62 | $1.39K | 0.00% | −21−25.3% | Reduced |
| Boston Private Wealth LLC | 98 | $2.20K | 0.00% | +98 | New |
| Bellevue Asset Management, LLC | 106 | $2.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 114 | $2.56K | 0.00% | +114 | New |
| Rothschild Investment LLC | 150 | $3.37K | 0.00% | +70+87.5% | Added |
| Amundi | 172 | $3.83K | 0.00% | +55+47.0% | Added |
| CIBC Private Wealth Group, LLC | 180 | $3.91K | 0.00% | +47+35.3% | Added |
| Principal Securities, Inc. | 214 | $4.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 191 | $4.29K | 0.00% | −2,189−92.0% | Reduced |
| Cornerstone Planning Group LLC | 184 | $4.30K | 0.00% | +24+15.0% | Added |
| Larson Financial Group LLC | 194 | $4.36K | 0.00% | +193+19,300.0% | Added |
| Private Trust Co NA | 215 | $4.83K | 0.00% | +215 | New |
| Massmutual Trust Co FSB | 229 | $5.14K | 0.00% | +4+1.8% | Added |
| Grove Bank & Trust | 257 | $5.77K | 0.00% | +253+6,325.0% | Added |
| Parallel Advisors, LLC | 270 | $6.06K | 0.00% | +69+34.3% | Added |
| Washington Trust Advisors, Inc. | 281 | $6.31K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 309 | $6.94K | 0.00% | +249+415.0% | Added |
| Umb Bank N A | 337 | $7.57K | 0.00% | +115+51.8% | Added |
| Rise Advisors, LLC | 338 | $7.59K | 0.00% | +338 | New |
| Covestor Ltd | 423 | $10.0K | 0.01% | −2−0.5% | Reduced |
| Huntington National Bank | 616 | $13.8K | 0.00% | −14−2.2% | Reduced |
| Colonial Trust Co | 623 | $14.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 681 | $15.3K | 0.00% | −1,046−60.6% | Reduced |
| Quarry LP | 734 | $16.5K | 0.00% | −2,741−78.9% | Reduced |
| Versant Capital Management, Inc | 739 | $16.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 919 | $20.6K | 0.00% | +24+2.7% | Added |
| Allworth Financial LP | 988 | $23.2K | 0.00% | +10+1.0% | Added |
| Signaturefd, LLC | 1,036 | $23.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,110 | $25.1K | 0.00% | +707+175.4% | Added |
| Tower Research Capital LLC (TRC) | 1,503 | $33.7K | 0.00% | −2,175−59.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,652 | $37.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,804 | $40.0K | 0.00% | +604+50.3% | Added |
| First Horizon Advisors, Inc. | 1,807 | $40.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,092 | $47.0K | 0.00% | +2,092 | New |
| Park Place Capital Corp | 2,142 | $48.1K | 0.01% | +390+22.3% | Added |
| Bessemer Group Inc | 2,269 | $51.0K | 0.00% | +2,178+2,393.4% | Added |
| Canada Pension Plan Investment Board | 2,500 | $56.1K | 0.00% | +2,500 | New |
| Russell Investments Group, Ltd. | 2,657 | $59.6K | 0.00% | +2,567+2,852.2% | Added |
| GAMMA Investing LLC | 2,866 | $64.3K | 0.00% | +1,521+113.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,323 | $74.6K | 0.06% | +3,173+2,115.3% | Added |
| Shell Asset Management Co | 3,359 | $75.0K | 0.00% | −148−4.2% | Reduced |
| Financial Management Professionals, Inc. | 3,383 | $75.9K | 0.01% | +754+28.7% | Added |
| Vestcor Inc | 3,367 | $76.0K | 0.00% | +3,367 | New |
| Nisa Investment Advisors, LLC | 4,926 | $110.6K | 0.00% | −73−1.5% | Reduced |
| KBC Group NV | 5,012 | $113.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,260 | $118.1K | 0.00% | +155+3.0% | Added |
| Icon Wealth Advisors, LLC | 5,878 | $132.0K | 0.01% | −5,833−49.8% | Reduced |
| Quest Partners LLC | 6,686 | $150.1K | 0.02% | −3,169−32.2% | Reduced |
| Acadian Asset Management LLC | 6,900 | $154.0K | 0.00% | +6,900 | New |
| The PNC Financial Services Group, Inc. | 7,100 | $159.4K | 0.00% | −69−1.0% | Reduced |
| OP Asset Management Ltd | 7,415 | $166.5K | 0.00% | +7,415 | New |
| Assetmark, Inc | 7,739 | $173.7K | 0.00% | −833−9.7% | Reduced |
| Two Sigma Securities, LLC | 9,061 | $203.4K | 0.03% | −14,627−61.7% | Reduced |
| Smartleaf Asset Management LLC | 9,060 | $204.7K | 0.02% | +1,785+24.5% | Added |
| MQS Management LLC | 9,372 | $210.4K | 0.12% | +9,372 | New |
| Versor Investments LP | 9,500 | $213.3K | 0.03% | −27,400−74.3% | Reduced |
| Guggenheim Capital LLC | 10,123 | $227.3K | 0.00% | −12,758−55.8% | Reduced |
| Elo Mutual Pension Insurance Co | 10,151 | $227.9K | 0.01% | +10,151 | New |
| Evergreen Capital Management LLC | 10,417 | $233.9K | 0.01% | +10,417 | New |
| Wealth Alliance | 10,611 | $238.2K | 0.03% | +10,611 | New |
| Ameritas Investment Partners, Inc. | 10,673 | $239.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,734 | $241.0K | 0.00% | +355+3.4% | Added |
| Sherbrooke Park Advisers LLC | 11,004 | $247.0K | 0.12% | +11,004 | New |
| Parkside Financial Bank & Trust | 11,141 | $250.1K | 0.03% | +298+2.7% | Added |
| Public Employees Retirement Association of Colorado | 11,922 | $268.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,310 | $276.4K | 0.04% | −5,917−32.5% | Reduced |
| Fox Run Management, L.L.C. | 12,317 | $276.5K | 0.04% | +12,317 | New |
| Pictet Asset Management Holding SA | 12,402 | $278.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 13,363 | $300.0K | 0.00% | +13,363 | New |
| HRT Financial LP | 13,869 | $311.0K | 0.00% | −50,072−78.3% | Reduced |
| Mutual of America Capital Management LLC | 15,028 | $337.4K | 0.00% | −604−3.9% | Reduced |
| Avantax Advisory Services, Inc. | 15,039 | $337.6K | 0.00% | +2,474+19.7% | Added |
| Park Avenue Securities LLC | 15,229 | $342.0K | 0.00% | +532+3.6% | Added |
| Voya Financial Advisors, Inc. | 15,236 | $344.2K | 0.04% | −1,548−9.2% | Reduced |
| Atria Investments LLC | 16,243 | $364.7K | 0.00% | +2,229+15.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,302 | $366.0K | 0.00% | −4,374−21.2% | Reduced |
| Quadrant Capital Group LLC | 16,327 | $366.5K | 0.01% | +11,472+236.3% | Added |
| Truist Financial Corp | 16,945 | $380.4K | 0.00% | +30+0.2% | Added |
| Centiva Capital, LP | 17,012 | $381.9K | 0.02% | −7,277−30.0% | Reduced |
| Teacher Retirement System of Texas | 17,236 | $386.9K | 0.00% | +17,236 | New |
| Bleakley Financial Group, LLC | 17,296 | $388.3K | 0.01% | −642−3.6% | Reduced |
| Natixis Advisors, L.P. | 17,751 | $399.0K | 0.00% | +2,342+15.2% | Added |
| HighTower Advisors, LLC | 17,819 | $400.0K | 0.00% | −1,650−8.5% | Reduced |
| US Bancorp | 18,487 | $415.0K | 0.00% | +429+2.4% | Added |
| EntryPoint Capital, LLC | 19,006 | $426.7K | 0.20% | −2,360−11.0% | Reduced |
| KLP Kapitalforvaltning AS | 19,600 | $440.0K | 0.00% | 00.0% | Unchanged |