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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2,269 | $51.0K | 0.00% | +2,178+2,393.4% | Added |
| Park Place Capital Corp | 2,142 | $48.1K | 0.01% | +390+22.3% | Added |
| Coldstream Capital Management Inc | 2,092 | $47.0K | 0.00% | +2,092 | New |
| First Horizon Advisors, Inc. | 1,807 | $40.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,804 | $40.0K | 0.00% | +604+50.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,652 | $37.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,503 | $33.7K | 0.00% | −2,175−59.1% | Reduced |
| Jones Financial Companies LLLP | 1,110 | $25.1K | 0.00% | +707+175.4% | Added |
| Signaturefd, LLC | 1,036 | $23.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 988 | $23.2K | 0.00% | +10+1.0% | Added |
| Public Employees Retirement System of Ohio | 919 | $20.6K | 0.00% | +24+2.7% | Added |
| Versant Capital Management, Inc | 739 | $16.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 734 | $16.5K | 0.00% | −2,741−78.9% | Reduced |
| Advisor Group Holdings, Inc. | 681 | $15.3K | 0.00% | −1,046−60.6% | Reduced |
| Colonial Trust Co | 623 | $14.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 616 | $13.8K | 0.00% | −14−2.2% | Reduced |
| Covestor Ltd | 423 | $10.0K | 0.01% | −2−0.5% | Reduced |
| Rise Advisors, LLC | 338 | $7.59K | 0.00% | +338 | New |
| Umb Bank N A | 337 | $7.57K | 0.00% | +115+51.8% | Added |
| J.Safra Asset Management Corp | 309 | $6.94K | 0.00% | +249+415.0% | Added |
| Washington Trust Advisors, Inc. | 281 | $6.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 270 | $6.06K | 0.00% | +69+34.3% | Added |
| Grove Bank & Trust | 257 | $5.77K | 0.00% | +253+6,325.0% | Added |
| Massmutual Trust Co FSB | 229 | $5.14K | 0.00% | +4+1.8% | Added |
| Private Trust Co NA | 215 | $4.83K | 0.00% | +215 | New |
| Larson Financial Group LLC | 194 | $4.36K | 0.00% | +193+19,300.0% | Added |
| Cornerstone Planning Group LLC | 184 | $4.30K | 0.00% | +24+15.0% | Added |
| EverSource Wealth Advisors, LLC | 191 | $4.29K | 0.00% | −2,189−92.0% | Reduced |
| Principal Securities, Inc. | 214 | $4.18K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 180 | $3.91K | 0.00% | +47+35.3% | Added |
| Amundi | 172 | $3.83K | 0.00% | +55+47.0% | Added |
| Rothschild Investment LLC | 150 | $3.37K | 0.00% | +70+87.5% | Added |
| WPG Advisers, LLC | 114 | $2.56K | 0.00% | +114 | New |
| Bellevue Asset Management, LLC | 106 | $2.38K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 98 | $2.20K | 0.00% | +98 | New |
| Skopos Labs, Inc. | 62 | $1.39K | 0.00% | −21−25.3% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 59 | $1.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $1.10K | 0.00% | +49 | New |
| Bare Financial Services, Inc | 47 | $1.05K | 0.00% | +47 | New |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $898 | 0.00% | +40 | New |
| Sierra Ocean, LLC | 40 | $898 | 0.00% | +40 | New |
| SBI Securities Co., Ltd. | 35 | $786 | 0.00% | +20+133.3% | Added |
| SRS Capital Advisors, Inc. | 34 | $764 | 0.00% | +34 | New |
| Aventura Private Wealth, LLC | 34 | $763 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $674 | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 27 | $607 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $113 | 0.00% | −5−50.0% | Reduced |
| IFP Advisors, Inc | 0 | $67 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −349,773−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −115,227−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −97,470−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −40,068−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −24,564−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −17,137−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,181−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −13,231−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,567−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |