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 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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 12,714 | $254.5K | 0.01% | −1,681−11.7% | Reduced |
| Mirabella Financial Services LLP | 12,302 | $253.1K | 0.02% | +860+7.5% | Added |
| Blueshift Asset Management, LLC | 12,273 | $252.5K | 0.08% | +1,627+15.3% | Added |
| CWM, LLC | 12,187 | $250.7K | 0.00% | +5,380+79.0% | Added |
| Public Employees Retirement Association of Colorado | 11,922 | $245.0K | 0.00% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 11,214 | $230.7K | 0.06% | +11,214 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,138 | $229.1K | 0.01% | +11,138 | New |
| Xponance, Inc. | 11,017 | $226.6K | 0.00% | +1,837+20.0% | Added |
| Parkside Financial Bank & Trust | 10,420 | $214.3K | 0.02% | −966−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 10,361 | $213.1K | 0.00% | +840+8.8% | Added |
| Swiss Life Asset Management Ltd | 9,940 | $204.5K | 0.00% | +9,940 | New |
| Ensign Peak Advisors, Inc | 9,727 | $200.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,611 | $197.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 9,342 | $192.2K | 0.00% | −5,316−36.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,973 | $164.0K | 0.00% | +3,482+77.5% | Added |
| Kemnay Advisory Services Inc. | 6,808 | $140.0K | 0.02% | +802+13.4% | Added |
| Assetmark, Inc | 6,751 | $138.9K | 0.00% | −23−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 5,364 | $110.3K | 0.01% | −142−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 5,048 | $103.8K | 0.00% | +90+1.8% | Added |
| GAMMA Investing LLC | 4,227 | $86.9K | 0.00% | −87−2.0% | Reduced |
| Signaturefd, LLC | 3,832 | $78.8K | 0.00% | +2,470+181.4% | Added |
| KBC Group NV | 3,597 | $74.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,510 | $72.2K | 0.01% | +2,207+169.4% | Added |
| Covestor Ltd | 3,379 | $70.0K | 0.05% | −1,530−31.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,192 | $65.7K | 0.00% | +1,264+65.6% | Added |
| Hantz Financial Services, Inc. | 2,995 | $62.0K | 0.00% | +1,866+165.3% | Added |
| Salomon & Ludwin, LLC | 2,041 | $43.3K | 0.00% | +1,158+131.1% | Added |
| Federated Hermes, Inc. | 2,037 | $41.9K | 0.00% | −53,887−96.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,850 | $38.1K | 0.00% | +198+12.0% | Added |
| Allworth Financial LP | 1,670 | $34.4K | 0.00% | +494+42.0% | Added |
| Park Place Capital Corp | 1,617 | $33.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,382 | $28.4K | 0.00% | −3,179−69.7% | Reduced |
| Bessemer Group Inc | 1,303 | $27.0K | 0.00% | −132−9.2% | Reduced |
| Central Pacific Bank - Trust Division | 1,258 | $25.9K | 0.00% | +1,258 | New |
| Financial Management Professionals, Inc. | 984 | $20.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 897 | $19.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 891 | $18.3K | 0.00% | +95+11.9% | Added |
| EverSource Wealth Advisors, LLC | 890 | $18.3K | 0.00% | +321+56.4% | Added |
| J.Safra Asset Management Corp | 836 | $17.2K | 0.00% | +565+208.5% | Added |
| Hilltop National Bank | 702 | $14.4K | 0.00% | +702 | New |
| Colonial Trust Co | 717 | $14.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 617 | $13.0K | 0.00% | +193+45.5% | Added |
| Private Trust Co NA | 621 | $12.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 588 | $11.8K | 0.00% | −668−53.2% | Reduced |
| International Assets Investment Management, LLC | 548 | $11.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 539 | $11.1K | 0.00% | −46−7.9% | Reduced |
| Meramec Financial Planners, LLC | 439 | $10.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 501 | $10.3K | 0.00% | +501 | New |
| Parallel Advisors, LLC | 469 | $9.65K | 0.00% | +155+49.4% | Added |
| Huntington National Bank | 457 | $9.40K | 0.00% | +1+0.2% | Added |
| First Horizon Corp | 449 | $9.24K | 0.00% | −67−13.0% | Reduced |
| Birchwood Financial Partners, Inc. | 402 | $8.27K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 385 | $7.92K | 0.00% | +180+87.8% | Added |
| Owl Creek Wealth Partners LLC | 350 | $7.20K | 0.00% | +350 | New |
| Bell Investment Advisors, Inc | 288 | $5.92K | 0.00% | +261+966.7% | Added |
| Cornerstone Planning Group LLC | 230 | $5.59K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 261 | $5.37K | 0.00% | −82−23.9% | Reduced |
| Essential Partners LLC | 258 | $5.31K | 0.00% | +74+40.2% | Added |
| IFP Advisors, Inc | 231 | $4.75K | 0.00% | +209+950.0% | Added |
| Massmutual Trust Co FSB | 225 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bayban | 218 | $4.48K | 0.00% | −863−79.8% | Reduced |
| Sound Income Strategies, LLC | 201 | $4.24K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 199 | $4.09K | 0.00% | +199 | New |
| Bare Financial Services, Inc | 183 | $3.76K | 0.00% | −54−22.8% | Reduced |
| UMA Financial Services, Inc. | 163 | $3.35K | 0.00% | +163 | New |
| Rossby Financial, LCC | 149 | $3.14K | 0.00% | +149 | New |
| Zions Bancorporation, National Association | 137 | $2.82K | 0.00% | +137 | New |
| Advisory Services Network, LLC | 137 | $2.82K | 0.00% | +137 | New |
| Rockefeller Capital Management L.P. | 121 | $2.49K | 0.00% | −290−70.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 119 | $2.45K | 0.00% | +119 | New |
| SRS Capital Advisors, Inc. | 107 | $2.20K | 0.00% | +97+970.0% | Added |
| Ancora Advisors, LLC | 103 | $2.12K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 88 | $1.81K | 0.00% | +88 | New |
| Keating Financial Advisory Services, Inc. | 81 | $1.67K | 0.00% | +81 | New |
| Advisor Group Holdings, Inc. | 65 | $1.34K | 0.00% | −774−92.3% | Reduced |
| 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 |
| Caitong International Asset Management Co., Ltd | 53 | $1.09K | 0.00% | +53 | New |
| WPG Advisers, LLC | 46 | $946 | 0.00% | −34−42.5% | Reduced |
| Retirement Wealth Solutions LLC | 30 | $618 | 0.00% | +6+25.0% | Added |
| Root Financial Partners, LLC | 24 | $494 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $474 | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 22 | $453 | 0.00% | +17+340.0% | Added |
| American Capital Advisory, LLC | 21 | $432 | 0.00% | +21 | New |
| Larson Financial Group LLC | 17 | $350 | 0.00% | −305−94.7% | Reduced |
| Gilpin Wealth Management, LLC | 13 | $268 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $268 | 0.00% | +13 | New |
| Godfrey Financial Associates, Inc. | 13 | $267 | 0.00% | +13 | New |
| Ankerstar Wealth, LLC | 8 | $165 | 0.00% | −2−20.0% | Reduced |
| Basecamp Wealth Advisors LLC | 8 | $165 | 0.00% | +8 | New |
| Abound Wealth Management | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −125,265−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −112,615−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −74,346−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −28,065−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −25,451−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −25,251−100.0% | Sold out |