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, Q4 2025
Institutional positions in Privia Health Group, Inc. as of Dec 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
- 276
- +22 vs. Q3 2025
- Shares held
- 120.8M
- +1.34M (+1.1%) vs. Q3 2025
- Total value
- $2.86B
- −$110.3M (−3.7%) vs. Q3 2025
- New holders
- 49
- 110 more added
- Sold out
- 27
- 78 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $57 | 0.00% | +2 | New |
| Optima Capital LLC | 4 | $95 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $119 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $237 | 0.00% | −2,354−99.6% | Reduced |
| Ankerstar Wealth, LLC | 10 | $237 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 13 | $309 | 0.00% | +13 | New |
| Flagship Harbor Advisors, LLC | 15 | $356 | 0.00% | +15 | New |
| IFP Advisors, Inc | 22 | $522 | 0.00% | −46−67.6% | Reduced |
| Root Financial Partners, LLC | 24 | $569 | 0.00% | +24 | New |
| Retirement Wealth Solutions LLC | 24 | $570 | 0.00% | +5+26.3% | Added |
| Bell Investment Advisors, Inc | 27 | $641 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $1.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $1.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 68 | $1.61K | 0.00% | +68 | New |
| WPG Advisers, LLC | 80 | $1.90K | 0.00% | +51+175.9% | Added |
| Ancora Advisors, LLC | 103 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 146 | $3.46K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 149 | $3.53K | 0.00% | +149 | New |
| CBIZ Investment Advisory Services, LLC | 176 | $4.17K | 0.00% | +176 | New |
| Essential Partners LLC | 184 | $4.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 201 | $4.69K | 0.00% | +201 | New |
| Rothschild Investment LLC | 205 | $4.86K | 0.00% | +15+7.9% | Added |
| Cornerstone Planning Group LLC | 230 | $5.24K | 0.00% | +207+900.0% | Added |
| Massmutual Trust Co FSB | 225 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 237 | $5.62K | 0.00% | −8−3.3% | Reduced |
| J.Safra Asset Management Corp | 271 | $6.42K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 288 | $6.83K | 0.00% | +175+154.9% | Added |
| Parallel Advisors, LLC | 314 | $7.45K | 0.00% | +79+33.6% | Added |
| Larson Financial Group LLC | 322 | $7.63K | 0.00% | −25−7.2% | Reduced |
| Quarry LP | 343 | $8.13K | 0.00% | +343 | New |
| Birchwood Financial Partners, Inc. | 402 | $9.53K | 0.01% | +402 | New |
| Meramec Financial Planners, LLC | 439 | $9.65K | 0.00% | +439 | New |
| Rockefeller Capital Management L.P. | 411 | $9.74K | 0.00% | −203−33.1% | Reduced |
| Farther Finance Advisors, LLC | 424 | $10.1K | 0.00% | +163+62.5% | Added |
| Huntington National Bank | 456 | $10.8K | 0.00% | −156−25.5% | Reduced |
| First Horizon Corp | 516 | $12.2K | 0.00% | +470+1,021.7% | Added |
| International Assets Investment Management, LLC | 548 | $13.0K | 0.00% | +548 | New |
| EverSource Wealth Advisors, LLC | 569 | $13.5K | 0.00% | −2−0.4% | Reduced |
| Umb Bank N A | 585 | $13.9K | 0.00% | +268+84.5% | Added |
| Private Trust Co NA | 621 | $14.7K | 0.00% | +351+130.0% | Added |
| Los Angeles Capital Management LLC | 636 | $15.6K | 0.00% | +636 | New |
| Colonial Trust Co | 717 | $17.1K | 0.00% | +94+15.1% | Added |
| Public Employees Retirement System of Ohio | 796 | $18.9K | 0.00% | −41−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 839 | $19.9K | 0.00% | −726−46.4% | Reduced |
| Salomon & Ludwin, LLC | 883 | $21.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 897 | $21.9K | 0.00% | +897 | New |
| Financial Management Professionals, Inc. | 984 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bayban | 1,081 | $25.6K | 0.02% | +1,081 | New |
| Hantz Financial Services, Inc. | 1,129 | $27.0K | 0.00% | +926+456.2% | Added |
| SageView Advisory Group, LLC | 1,154 | $27.4K | 0.00% | +1,154 | New |
| Allworth Financial LP | 1,176 | $27.9K | 0.00% | −34−2.8% | Reduced |
| Jones Financial Companies LLLP | 1,256 | $29.8K | 0.00% | −20−1.6% | Reduced |
| Versant Capital Management, Inc | 1,303 | $30.9K | 0.00% | +564+76.3% | Added |
| Signaturefd, LLC | 1,362 | $32.3K | 0.00% | −14−1.0% | Reduced |
| Bessemer Group Inc | 1,435 | $34.0K | 0.00% | +758+112.0% | Added |
| Global Retirement Partners, LLC | 1,584 | $37.6K | 0.00% | +1,351+579.8% | Added |
| Park Place Capital Corp | 1,617 | $38.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,652 | $39.2K | 0.00% | −17−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,928 | $46.0K | 0.00% | +494+34.4% | Added |
| Fifth Third Bancorp | 3,325 | $78.8K | 0.00% | +41+1.2% | Added |
| KBC Group NV | 3,597 | $85.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,921 | $93.0K | 0.00% | +3,921 | New |
| GAMMA Investing LLC | 4,314 | $102.3K | 0.01% | +2,869+198.5% | Added |
| Quest Partners LLC | 4,326 | $102.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,491 | $106.5K | 0.00% | +1,987+79.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,561 | $108.1K | 0.01% | +4,561 | New |
| Covestor Ltd | 4,909 | $116.0K | 0.06% | −915−15.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,958 | $117.6K | 0.00% | +44+0.9% | Added |
| New Age Alpha Advisors, LLC | 5,506 | $130.5K | 0.01% | +5,506 | New |
| Kemnay Advisory Services Inc. | 6,006 | $142.4K | 0.02% | +6,006 | New |
| Assetmark, Inc | 6,774 | $160.6K | 0.00% | −324−4.6% | Reduced |
| CWM, LLC | 6,807 | $161.0K | 0.00% | +173+2.6% | Added |
| EntryPoint Capital, LLC | 8,582 | $203.5K | 0.08% | +8,582 | New |
| Caxton Associates LLP | 8,726 | $206.9K | 0.00% | +8,726 | New |
| Amundi | 8,837 | $209.5K | 0.00% | +8,837 | New |
| Xponance, Inc. | 9,180 | $217.7K | 0.00% | +166+1.8% | Added |
| M&T Bank Corp | 9,190 | $218.2K | 0.00% | +260+2.9% | Added |
| Sanctuary Advisors, LLC | 9,208 | $218.3K | 0.00% | +9,208 | New |
| Two Sigma Securities, LLC | 9,244 | $219.2K | 0.03% | +9,244 | New |
| Sheets Smith Wealth Management | 9,497 | $225.2K | 0.02% | −10,379−52.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,521 | $225.7K | 0.00% | +1,790+23.2% | Added |
| Ameritas Investment Partners, Inc. | 9,611 | $227.9K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,727 | $230.6K | 0.00% | −29,150−75.0% | Reduced |
| Blueshift Asset Management, LLC | 10,646 | $252.4K | 0.07% | +10,646 | New |
| Bank of Montreal | 11,266 | $267.1K | 0.00% | −7,545−40.1% | Reduced |
| Parkside Financial Bank & Trust | 11,386 | $270.0K | 0.02% | +380+3.5% | Added |
| Holocene Advisors, LP | 11,410 | $270.5K | 0.00% | −14,618−56.2% | Reduced |
| Mirabella Financial Services LLP | 11,442 | $271.3K | 0.03% | +11,442 | New |
| Public Employees Retirement Association of Colorado | 11,922 | $283.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 12,378 | $293.5K | 0.03% | +12,378 | New |
| Raymond James Financial Inc | 12,500 | $296.4K | 0.00% | +12,500 | New |
| Wealth Alliance | 12,871 | $305.2K | 0.03% | +892+7.4% | Added |
| Russell Investments Group, Ltd. | 12,984 | $307.9K | 0.00% | −7,685−37.2% | Reduced |
| Mutual of America Capital Management LLC | 13,215 | $313.3K | 0.00% | +292+2.3% | Added |
| Headlands Technologies LLC | 13,337 | $316.2K | 0.03% | +13,337 | New |
| RSM US Wealth Management LLC | 13,396 | $319.6K | 0.00% | +1,141+9.3% | Added |
| Verition Fund Management LLC | 13,587 | $322.1K | 0.00% | −13,196−49.3% | Reduced |