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, Q3 2025
Institutional positions in Privia Health Group, Inc. as of Sep 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
- 259
- −18 vs. Q2 2025
- Shares held
- 119.7M
- +2.12M (+1.8%) vs. Q2 2025
- Total value
- $2.98B
- +$276.7M (+10.2%) vs. Q2 2025
- New holders
- 31
- 105 more added
- Sold out
- 49
- 86 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 25 | $0 | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 5 | $124 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10 | $249 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 19 | $474 | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 19 | $474 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 23 | $551 | 0.00% | −137−85.6% | Reduced |
| Bell Investment Advisors, Inc | 27 | $673 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $722 | 0.00% | −80−73.4% | Reduced |
| Picton Mahoney Asset Management | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 46 | $1.15K | 0.00% | +46 | New |
| Kilter Group LLC | 55 | $1.37K | 0.00% | −65−54.2% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 60 | $1.49K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $1.54K | 0.00% | +17+37.8% | Added |
| IFP Advisors, Inc | 68 | $1.69K | 0.00% | +60+750.0% | Added |
| Ancora Advisors, LLC | 103 | $2.56K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 113 | $2.81K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 128 | $3.19K | 0.00% | +128 | New |
| Bellevue Asset Management, LLC | 146 | $3.63K | 0.00% | +40+37.7% | Added |
| Essential Partners LLC | 184 | $4.58K | 0.00% | +8+4.5% | Added |
| Rothschild Investment LLC | 190 | $4.73K | 0.00% | +30+18.8% | Added |
| Hantz Financial Services, Inc. | 203 | $5.00K | 0.00% | +146+256.1% | Added |
| Principal Securities, Inc. | 213 | $5.30K | 0.00% | −2−0.9% | Reduced |
| Geneos Wealth Management Inc. | 216 | $5.38K | 0.00% | +168+350.0% | Added |
| Massmutual Trust Co FSB | 225 | $5.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 233 | $5.80K | 0.00% | +55+30.9% | Added |
| Parallel Advisors, LLC | 235 | $5.85K | 0.00% | −46−16.4% | Reduced |
| Bare Financial Services, Inc | 245 | $6.10K | 0.00% | +29+13.4% | Added |
| Farther Finance Advisors, LLC | 261 | $6.50K | 0.00% | +142+119.3% | Added |
| Private Trust Co NA | 270 | $6.72K | 0.00% | +55+25.6% | Added |
| J.Safra Asset Management Corp | 271 | $6.75K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 317 | $7.89K | 0.00% | −65−17.0% | Reduced |
| Rise Advisors, LLC | 338 | $8.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 347 | $8.64K | 0.00% | +34+10.9% | Added |
| Washington Trust Advisors, Inc. | 385 | $9.59K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 513 | $12.8K | 0.00% | +513 | New |
| EverSource Wealth Advisors, LLC | 571 | $14.2K | 0.00% | +277+94.2% | Added |
| Colonial Trust Co | 623 | $15.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 612 | $15.2K | 0.00% | −12−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 614 | $15.3K | 0.00% | +614 | New |
| Caitong International Asset Management Co., Ltd | 676 | $16.8K | 0.01% | +613+973.0% | Added |
| Bessemer Group Inc | 677 | $17.0K | 0.00% | −1,496−68.8% | Reduced |
| Versant Capital Management, Inc | 739 | $18.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 814 | $20.0K | 0.00% | −2,206−73.0% | Reduced |
| Public Employees Retirement System of Ohio | 837 | $20.8K | 0.00% | +9+1.1% | Added |
| Salomon & Ludwin, LLC | 883 | $21.3K | 0.00% | +883 | New |
| Financial Management Professionals, Inc. | 984 | $24.5K | 0.00% | −295−23.1% | Reduced |
| Allworth Financial LP | 1,210 | $30.1K | 0.00% | +221+22.3% | Added |
| Jones Financial Companies LLLP | 1,276 | $30.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,376 | $34.3K | 0.00% | +324+30.8% | Added |
| GAMMA Investing LLC | 1,445 | $36.0K | 0.00% | −1,490−50.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,434 | $36.0K | 0.00% | +163+12.8% | Added |
| Advisor Group Holdings, Inc. | 1,565 | $38.5K | 0.00% | +726+86.5% | Added |
| Park Place Capital Corp | 1,617 | $40.3K | 0.01% | −525−24.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,669 | $41.6K | 0.00% | +15+0.9% | Added |
| SRS Capital Advisors, Inc. | 2,364 | $58.9K | 0.00% | +2,270+2,414.9% | Added |
| Tower Research Capital LLC (TRC) | 2,504 | $62.4K | 0.00% | −8,043−76.3% | Reduced |
| Fifth Third Bancorp | 3,284 | $81.8K | 0.00% | +79+2.5% | Added |
| KBC Group NV | 3,597 | $90.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,326 | $107.7K | 0.01% | −3,863−47.2% | Reduced |
| Nisa Investment Advisors, LLC | 4,914 | $122.4K | 0.00% | −7,678−61.0% | Reduced |
| Covestor Ltd | 5,824 | $145.0K | 0.08% | +1,657+39.8% | Added |
| CWM, LLC | 6,634 | $165.0K | 0.00% | +3,218+94.2% | Added |
| Assetmark, Inc | 7,098 | $176.7K | 0.00% | −332−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,731 | $192.5K | 0.00% | +675+9.6% | Added |
| Walleye Capital LLC | 8,397 | $209.1K | 0.00% | +8,397 | New |
| M&T Bank Corp | 8,930 | $222.6K | 0.00% | +8,930 | New |
| Xponance, Inc. | 9,014 | $224.4K | 0.00% | +114+1.3% | Added |
| Ameritas Investment Partners, Inc. | 9,611 | $239.3K | 0.01% | −2,134−18.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,765 | $243.1K | 0.00% | +1,033+11.8% | Added |
| Sequoia Financial Advisors, LLC | 9,861 | $245.5K | 0.00% | −11,120−53.0% | Reduced |
| Epoch Investment Partners, Inc. | 10,240 | $255.0K | 0.00% | −38,072−78.8% | Reduced |
| SG Americas Securities, LLC | 10,244 | $255.0K | 0.00% | −1,424−12.2% | Reduced |
| Evergreen Capital Management LLC | 10,874 | $270.8K | 0.01% | +1,669+18.1% | Added |
| Parkside Financial Bank & Trust | 11,006 | $274.1K | 0.02% | −100−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 11,922 | $297.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,956 | $297.7K | 0.05% | +11,956 | New |
| Wealth Alliance | 11,979 | $298.3K | 0.03% | +508+4.4% | Added |
| Smartleaf Asset Management LLC | 12,398 | $302.8K | 0.02% | +3,373+37.4% | Added |
| RSM US Wealth Management LLC | 12,255 | $305.1K | 0.00% | −13,903−53.2% | Reduced |
| CIBC Bancorp USA Inc. | 12,263 | $305.3K | 0.00% | +12,263 | New |
| OP Asset Management Ltd | 12,890 | $321.0K | 0.00% | +5,475+73.8% | Added |
| Acadian Asset Management LLC | 12,969 | $321.0K | 0.00% | +12,969 | New |
| Mutual of America Capital Management LLC | 12,923 | $321.8K | 0.00% | −546−4.1% | Reduced |
| Voya Financial Advisors, Inc. | 13,492 | $329.5K | 0.03% | −1,241−8.4% | Reduced |
| Stephens Inc | 13,361 | $332.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 13,944 | $347.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,235 | $354.0K | 0.00% | −626−4.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,810 | $368.8K | 0.00% | +4,607+45.2% | Added |
| Quantinno Capital Management LP | 15,008 | $373.7K | 0.00% | +15,008 | New |
| Quadrant Capital Group LLC | 15,287 | $380.6K | 0.01% | −371−2.4% | Reduced |
| JustInvest LLC | 15,347 | $382.3K | 0.00% | +15,347 | New |
| HighTower Advisors, LLC | 16,261 | $404.9K | 0.00% | +1,530+10.4% | Added |
| Two Sigma Advisers, LP | 16,500 | $410.9K | 0.00% | −65,100−79.8% | Reduced |
| Maryland State Retirement & Pension System | 16,585 | $413.0K | 0.01% | −14,229−46.2% | Reduced |
| Bleakley Financial Group, LLC | 16,623 | $413.9K | 0.01% | +63+0.4% | Added |
| Round Rock Advisors, LLC | 16,747 | $417.2K | 0.07% | +16,747 | New |
| Mariner, LLC | 17,151 | $427.1K | 0.00% | −19,537−53.3% | Reduced |
| Benjamin Edwards Inc | 17,253 | $429.5K | 0.00% | +6,961+67.6% | Added |