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, Q2 2025
Institutional positions in Privia Health Group, Inc. as of Jun 30, 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
- 281
- +33 vs. Q1 2025
- Shares held
- 117.7M
- −2.94M (−2.4%) vs. Q1 2025
- Total value
- $2.71B
- −$1.81M (−0.1%) vs. Q1 2025
- New holders
- 52
- 109 more added
- Sold out
- 19
- 89 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $506 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 27 | $621 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 43 | $989 | 0.00% | +43 | New |
| UMA Financial Services, Inc. | 43 | $989 | 0.00% | +43 | New |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 57 | $1.00K | 0.00% | +57 | New |
| SBI Securities Co., Ltd. | 45 | $1.03K | 0.00% | +10+28.6% | Added |
| Geneos Wealth Management Inc. | 48 | $1.10K | 0.00% | −1−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 60 | $1.38K | 0.00% | +60 | New |
| Russell Investments Group, Ltd. | 61 | $1.40K | 0.00% | −2,596−97.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 63 | $1.45K | 0.00% | −3,260−98.1% | Reduced |
| High Note Wealth, LLC | 68 | $1.56K | 0.00% | +68 | New |
| IFP Advisors, Inc | 8 | $1.84K | 0.00% | +8 | Added |
| Sierra Ocean, LLC | 82 | $1.89K | 0.00% | +42+105.0% | Added |
| SRS Capital Advisors, Inc. | 94 | $2.16K | 0.00% | +60+176.5% | Added |
| Ancora Advisors, LLC | 103 | $2.37K | 0.00% | +103 | New |
| Skopos Labs, Inc. | 105 | $2.42K | 0.00% | +43+69.4% | Added |
| Bellevue Asset Management, LLC | 106 | $2.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 109 | $2.51K | 0.00% | −5−4.4% | Reduced |
| CIBC Private Wealth Group, LLC | 113 | $2.60K | 0.00% | −67−37.2% | Reduced |
| Farther Finance Advisors, LLC | 119 | $2.74K | 0.00% | +119 | New |
| Kilter Group LLC | 120 | $2.76K | 0.00% | +120 | New |
| Cornerstone Planning Group LLC | 160 | $3.11K | 0.00% | −24−13.0% | Reduced |
| Rothschild Investment LLC | 160 | $3.68K | 0.00% | +10+6.7% | Added |
| Essential Partners LLC | 176 | $4.05K | 0.00% | +176 | New |
| Global Retirement Partners, LLC | 178 | $4.09K | 0.00% | +178 | New |
| MAI Capital Management | 200 | $4.60K | 0.00% | +200 | New |
| Private Trust Co NA | 215 | $4.95K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 215 | $4.95K | 0.00% | +1+0.5% | Added |
| Bare Financial Services, Inc | 216 | $4.97K | 0.00% | +169+359.6% | Added |
| Massmutual Trust Co FSB | 225 | $5.17K | 0.00% | −4−1.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 278 | $5.76K | 0.00% | +278 | New |
| J.Safra Asset Management Corp | 271 | $6.23K | 0.00% | −38−12.3% | Reduced |
| Parallel Advisors, LLC | 281 | $6.46K | 0.00% | +11+4.1% | Added |
| EverSource Wealth Advisors, LLC | 294 | $6.76K | 0.00% | +103+53.9% | Added |
| Larson Financial Group LLC | 313 | $7.20K | 0.00% | +119+61.3% | Added |
| Rise Advisors, LLC | 338 | $7.77K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 382 | $8.79K | 0.00% | +45+13.4% | Added |
| Washington Trust Advisors, Inc. | 385 | $8.86K | 0.00% | +104+37.0% | Added |
| Simplex Trading, LLC | 419 | $9.00K | 0.00% | +419 | New |
| Colonial Trust Co | 623 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 624 | $14.4K | 0.00% | +8+1.3% | Added |
| Versant Capital Management, Inc | 739 | $17.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 828 | $19.0K | 0.00% | −91−9.9% | Reduced |
| Advisor Group Holdings, Inc. | 839 | $19.2K | 0.00% | +158+23.2% | Added |
| Allworth Financial LP | 989 | $22.7K | 0.00% | +1+0.1% | Added |
| Signaturefd, LLC | 1,052 | $24.2K | 0.00% | +16+1.5% | Added |
| Quarry LP | 1,220 | $28.1K | 0.01% | +486+66.2% | Added |
| Jones Financial Companies LLLP | 1,276 | $28.1K | 0.00% | +166+15.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,271 | $29.0K | 0.00% | +1,271 | New |
| Financial Management Professionals, Inc. | 1,279 | $29.4K | 0.00% | −2,104−62.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,654 | $38.0K | 0.00% | +2+0.1% | Added |
| First Horizon Advisors, Inc. | 1,807 | $41.6K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,820 | $41.9K | 0.00% | +1,820 | New |
| Park Place Capital Corp | 2,142 | $48.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,173 | $50.0K | 0.00% | −96−4.2% | Reduced |
| Point72 (DIFC) Ltd | 2,696 | $62.0K | 0.00% | +2,696 | New |
| GAMMA Investing LLC | 2,935 | $67.5K | 0.00% | +69+2.4% | Added |
| Shell Asset Management Co | 3,020 | $69.0K | 0.00% | −339−10.1% | Reduced |
| Fifth Third Bancorp | 3,205 | $73.7K | 0.00% | −2,055−39.1% | Reduced |
| CWM, LLC | 3,416 | $79.0K | 0.00% | +1,612+89.4% | Added |
| KBC Group NV | 3,597 | $83.0K | 0.00% | −1,415−28.2% | Reduced |
| Canada Pension Plan Investment Board | 3,700 | $85.1K | 0.00% | +1,200+48.0% | Added |
| Covestor Ltd | 4,167 | $96.0K | 0.06% | +3,744+885.1% | Added |
| Raymond James Financial Inc | 4,895 | $112.6K | 0.00% | +4,895 | New |
| Icon Wealth Advisors, LLC | 5,104 | $117.4K | 0.01% | −774−13.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,645 | $152.8K | 0.01% | +6,645 | New |
| The PNC Financial Services Group, Inc. | 7,056 | $162.3K | 0.00% | −44−0.6% | Reduced |
| OP Asset Management Ltd | 7,415 | $170.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7,430 | $170.9K | 0.00% | −309−4.0% | Reduced |
| Quest Partners LLC | 8,189 | $188.3K | 0.02% | +1,503+22.5% | Added |
| Smartleaf Asset Management LLC | 9,025 | $198.6K | 0.02% | −35−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,732 | $200.8K | 0.00% | +8,732 | New |
| Hardy Reed LLC | 8,813 | $202.7K | 0.02% | +8,813 | New |
| Xponance, Inc. | 8,900 | $204.7K | 0.00% | +8,900 | New |
| Summit Global Investments | 9,007 | $207.0K | 0.01% | +9,007 | New |
| Evergreen Capital Management LLC | 9,205 | $211.7K | 0.01% | −1,212−11.6% | Reduced |
| Vestcor Inc | 9,373 | $216.0K | 0.01% | +6,006+178.4% | Added |
| Schonfeld Strategic Advisors LLC | 9,474 | $217.9K | 0.00% | +9,474 | New |
| Inceptionr LLC | 9,583 | $220.4K | 0.05% | +9,583 | New |
| MQS Management LLC | 10,167 | $233.8K | 0.13% | +795+8.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,203 | $234.7K | 0.00% | −17,657−63.4% | Reduced |
| Benjamin Edwards Inc | 10,292 | $236.7K | 0.00% | −442−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,547 | $242.6K | 0.01% | +9,044+601.7% | Added |
| Parkside Financial Bank & Trust | 11,106 | $255.4K | 0.03% | −35−0.3% | Reduced |
| Wealth Alliance | 11,471 | $263.8K | 0.03% | +860+8.1% | Added |
| Magnetar Financial LLC | 11,493 | $264.3K | 0.00% | +11,493 | New |
| SG Americas Securities, LLC | 11,668 | $268.0K | 0.00% | +11,668 | New |
| Ameritas Investment Partners, Inc. | 11,745 | $270.1K | 0.01% | +1,072+10.0% | Added |
| Public Employees Retirement Association of Colorado | 11,922 | $274.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,421 | $285.7K | 0.00% | −3,881−23.8% | Reduced |
| Nisa Investment Advisors, LLC | 12,592 | $289.6K | 0.00% | +7,666+155.6% | Added |
| Entropy Technologies, LP | 13,284 | $305.5K | 0.02% | +13,284 | New |
| Stephens Inc | 13,361 | $307.3K | 0.00% | −20.0% | Reduced |
| Mutual of America Capital Management LLC | 13,469 | $309.8K | 0.00% | −1,559−10.4% | Reduced |
| Pictet Asset Management Holding SA | 13,944 | $320.7K | 0.00% | +1,542+12.4% | Added |
| Voya Financial Advisors, Inc. | 14,733 | $324.1K | 0.03% | −503−3.3% | Reduced |
| CIBC World Markets Corp | 14,175 | $326.0K | 0.00% | −8,719−38.1% | Reduced |