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 2026
Institutional positions in Privia Health Group, Inc. as of Mar 31, 2026. 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
- 293
- +22 vs. Q4 2025
- Shares held
- 120.9M
- +12.2M (+11.2%) vs. Q4 2025
- Total value
- $2.49B
- −$90.5M (−3.5%) vs. Q4 2025
- New holders
- 52
- 102 more added
- Sold out
- 30
- 98 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $165 | 0.00% | −2−20.0% | Reduced |
| Basecamp Wealth Advisors LLC | 8 | $165 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 13 | $267 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 13 | $268 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $268 | 0.00% | +13 | New |
| Larson Financial Group LLC | 17 | $350 | 0.00% | −305−94.7% | Reduced |
| American Capital Advisory, LLC | 21 | $432 | 0.00% | +21 | New |
| Sunbelt Securities, Inc. | 22 | $453 | 0.00% | +17+340.0% | Added |
| Marquette Asset Management, LLC | 23 | $474 | 0.00% | +23 | New |
| Root Financial Partners, LLC | 24 | $494 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $618 | 0.00% | +6+25.0% | Added |
| WPG Advisers, LLC | 46 | $946 | 0.00% | −34−42.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 53 | $1.09K | 0.00% | +53 | New |
| SBI Securities Co., Ltd. | 60 | $1.23K | 0.00% | −2−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.23K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 60 | $1.23K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 65 | $1.34K | 0.00% | −774−92.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 81 | $1.67K | 0.00% | +81 | New |
| MAI Capital Management | 88 | $1.81K | 0.00% | +88 | New |
| Ancora Advisors, LLC | 103 | $2.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $2.20K | 0.00% | +97+970.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 119 | $2.45K | 0.00% | +119 | New |
| Rockefeller Capital Management L.P. | 121 | $2.49K | 0.00% | −290−70.6% | Reduced |
| Zions Bancorporation, National Association | 137 | $2.82K | 0.00% | +137 | New |
| Advisory Services Network, LLC | 137 | $2.82K | 0.00% | +137 | New |
| Rossby Financial, LCC | 149 | $3.14K | 0.00% | +149 | New |
| UMA Financial Services, Inc. | 163 | $3.35K | 0.00% | +163 | New |
| Bare Financial Services, Inc | 183 | $3.76K | 0.00% | −54−22.8% | Reduced |
| JNBA Financial Advisors | 199 | $4.09K | 0.00% | +199 | New |
| Sound Income Strategies, LLC | 201 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bayban | 218 | $4.48K | 0.00% | −863−79.8% | Reduced |
| Massmutual Trust Co FSB | 225 | $4.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 231 | $4.75K | 0.00% | +209+950.0% | Added |
| Essential Partners LLC | 258 | $5.31K | 0.00% | +74+40.2% | Added |
| Quarry LP | 261 | $5.37K | 0.00% | −82−23.9% | Reduced |
| Cornerstone Planning Group LLC | 230 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 288 | $5.92K | 0.00% | +261+966.7% | Added |
| Owl Creek Wealth Partners LLC | 350 | $7.20K | 0.00% | +350 | New |
| Rothschild Investment LLC | 385 | $7.92K | 0.00% | +180+87.8% | Added |
| Birchwood Financial Partners, Inc. | 402 | $8.27K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 449 | $9.24K | 0.00% | −67−13.0% | Reduced |
| Huntington National Bank | 457 | $9.40K | 0.00% | +1+0.2% | Added |
| Parallel Advisors, LLC | 469 | $9.65K | 0.00% | +155+49.4% | Added |
| Meeder Asset Management Inc | 501 | $10.3K | 0.00% | +501 | New |
| Meramec Financial Planners, LLC | 439 | $10.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 539 | $11.1K | 0.00% | −46−7.9% | Reduced |
| International Assets Investment Management, LLC | 548 | $11.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 588 | $11.8K | 0.00% | −668−53.2% | Reduced |
| Private Trust Co NA | 621 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 617 | $13.0K | 0.00% | +193+45.5% | Added |
| Colonial Trust Co | 717 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 702 | $14.4K | 0.00% | +702 | New |
| J.Safra Asset Management Corp | 836 | $17.2K | 0.00% | +565+208.5% | Added |
| EverSource Wealth Advisors, LLC | 890 | $18.3K | 0.00% | +321+56.4% | Added |
| Public Employees Retirement System of Ohio | 891 | $18.3K | 0.00% | +95+11.9% | Added |
| Whittier Trust Co of Nevada Inc | 897 | $19.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 984 | $20.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,258 | $25.9K | 0.00% | +1,258 | New |
| Bessemer Group Inc | 1,303 | $27.0K | 0.00% | −132−9.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,382 | $28.4K | 0.00% | −3,179−69.7% | Reduced |
| Park Place Capital Corp | 1,617 | $33.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,670 | $34.4K | 0.00% | +494+42.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,850 | $38.1K | 0.00% | +198+12.0% | Added |
| Federated Hermes, Inc. | 2,037 | $41.9K | 0.00% | −53,887−96.4% | Reduced |
| Salomon & Ludwin, LLC | 2,041 | $43.3K | 0.00% | +1,158+131.1% | Added |
| Hantz Financial Services, Inc. | 2,995 | $62.0K | 0.00% | +1,866+165.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,192 | $65.7K | 0.00% | +1,264+65.6% | Added |
| Covestor Ltd | 3,379 | $70.0K | 0.05% | −1,530−31.2% | Reduced |
| Versant Capital Management, Inc | 3,510 | $72.2K | 0.01% | +2,207+169.4% | Added |
| KBC Group NV | 3,597 | $74.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,832 | $78.8K | 0.00% | +2,470+181.4% | Added |
| GAMMA Investing LLC | 4,227 | $86.9K | 0.00% | −87−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,048 | $103.8K | 0.00% | +90+1.8% | Added |
| New Age Alpha Advisors, LLC | 5,364 | $110.3K | 0.01% | −142−2.6% | Reduced |
| Assetmark, Inc | 6,751 | $138.9K | 0.00% | −23−0.3% | Reduced |
| Kemnay Advisory Services Inc. | 6,808 | $140.0K | 0.02% | +802+13.4% | Added |
| Tower Research Capital LLC (TRC) | 7,973 | $164.0K | 0.00% | +3,482+77.5% | Added |
| US Bancorp | 9,342 | $192.2K | 0.00% | −5,316−36.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,611 | $197.7K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,727 | $200.1K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 9,940 | $204.5K | 0.00% | +9,940 | New |
| The PNC Financial Services Group, Inc. | 10,361 | $213.1K | 0.00% | +840+8.8% | Added |
| Parkside Financial Bank & Trust | 10,420 | $214.3K | 0.02% | −966−8.5% | Reduced |
| Xponance, Inc. | 11,017 | $226.6K | 0.00% | +1,837+20.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,138 | $229.1K | 0.01% | +11,138 | New |
| Alpine Woods Capital Investors, LLC | 11,214 | $230.7K | 0.06% | +11,214 | New |
| Public Employees Retirement Association of Colorado | 11,922 | $245.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,187 | $250.7K | 0.00% | +5,380+79.0% | Added |
| Blueshift Asset Management, LLC | 12,273 | $252.5K | 0.08% | +1,627+15.3% | Added |
| Mirabella Financial Services LLP | 12,302 | $253.1K | 0.02% | +860+7.5% | Added |
| Smartleaf Asset Management LLC | 12,714 | $254.5K | 0.01% | −1,681−11.7% | Reduced |
| Cornerstone Investment Partners, LLC | 12,575 | $258.7K | 0.01% | +12,575 | New |
| Russell Investments Group, Ltd. | 12,600 | $259.2K | 0.00% | −384−3.0% | Reduced |
| Wealth Alliance | 12,851 | $264.3K | 0.03% | −20−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,549 | $266.2K | 0.00% | +12,549 | New |
| Mutual of America Capital Management LLC | 13,232 | $272.2K | 0.00% | +17+0.1% | Added |
| Vestcor Inc | 13,632 | $280.0K | 0.01% | −6,006−30.6% | Reduced |
| RSM US Wealth Management LLC | 13,656 | $280.9K | 0.00% | +260+1.9% | Added |