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 2026
Institutional positions in Privia Health Group, Inc. as of Jun 30, 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
- 302
- +12 vs. Q1 2026
- Shares held
- 123.5M
- +2.72M (+2.3%) vs. Q1 2026
- Total value
- $3.18B
- +$692.2M (+27.8%) vs. Q1 2026
- New holders
- 46
- 114 more added
- Sold out
- 34
- 103 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Privia Health Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Vanguard Advisers Inc | 1 | $26 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $26 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $26 | 0.00% | +1 | New |
| Abound Wealth Management | 5 | $129 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $154 | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $155 | 0.00% | +6 | New |
| Larson Financial Group LLC | 13 | $334 | 0.00% | −4−23.5% | Reduced |
| Godfrey Financial Associates, Inc. | 13 | $334 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 14 | $360 | 0.00% | +6+75.0% | Added |
| Clearstead Advisors, LLC | 18 | $464 | 0.00% | +18 | New |
| American Capital Advisory, LLC | 21 | $541 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $567 | 0.00% | +22 | New |
| Marquette Asset Management, LLC | 23 | $592 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $592 | 0.00% | +10+76.9% | Added |
| JFS Wealth Advisors, LLC | 24 | $618 | 0.00% | +24 | New |
| Caitong International Asset Management Co., Ltd | 28 | $720 | 0.00% | −25−47.2% | Reduced |
| Fortitude Family Office, LLC | 44 | $1.13K | 0.00% | +44 | New |
| WPG Advisers, LLC | 46 | $1.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $1.29K | 0.00% | −113−69.3% | Reduced |
| Retirement Wealth Solutions LLC | 50 | $1.29K | 0.00% | +20+66.7% | Added |
| Farmers & Merchants Investments Inc | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 63 | $1.62K | 0.00% | −195−75.6% | Reduced |
| Whittier Trust Co | 63 | $1.71K | 0.00% | +63 | New |
| High Note Wealth, LLC | 73 | $1.88K | 0.00% | +73 | New |
| Manning & Napier Advisors LLC | 75 | $1.92K | 0.00% | +75 | New |
| Keating Financial Advisory Services, Inc. | 92 | $2.37K | 0.00% | +11+13.6% | Added |
| Anchor Investment Management, LLC | 94 | $2.42K | 0.00% | +94 | New |
| Rockefeller Capital Management L.P. | 97 | $2.50K | 0.00% | −24−19.8% | Reduced |
| Ancora Advisors, LLC | 103 | $2.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 141 | $3.63K | 0.00% | −84−37.3% | Reduced |
| Zions Bancorporation, National Association | 141 | $3.63K | 0.00% | +4+2.9% | Added |
| Bare Financial Services, Inc | 146 | $3.76K | 0.00% | −37−20.2% | Reduced |
| Rossby Financial, LCC | 155 | $3.99K | 0.00% | +6+4.0% | Added |
| SJS Investment Consulting Inc. | 164 | $4.22K | 0.00% | +151+1,161.5% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $4.45K | 0.00% | +173 | New |
| Picton Mahoney Asset Management | 181 | $4.66K | 0.00% | +121+201.7% | Added |
| IMA Wealth, Inc. | 220 | $5.66K | 0.00% | +220 | New |
| Cornerstone Planning Group LLC | 230 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 288 | $7.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 319 | $8.20K | 0.00% | −298−48.3% | Reduced |
| Global Retirement Partners, LLC | 325 | $8.36K | 0.00% | +325 | New |
| Quarry LP | 343 | $8.82K | 0.00% | +82+31.4% | Added |
| Owl Creek Wealth Partners LLC | 350 | $9.01K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 355 | $9.13K | 0.00% | +290+446.2% | Added |
| First Horizon Corp | 375 | $9.65K | 0.00% | −74−16.5% | Reduced |
| Birchwood Financial Partners, Inc. | 399 | $10.3K | 0.01% | −3−0.7% | Reduced |
| Rothschild Investment LLC | 423 | $10.9K | 0.00% | +38+9.9% | Added |
| Sterling Capital Management LLC | 425 | $10.9K | 0.00% | −34,474−98.8% | Reduced |
| Huntington National Bank | 440 | $11.3K | 0.00% | −17−3.7% | Reduced |
| Parallel Advisors, LLC | 527 | $13.6K | 0.00% | +58+12.4% | Added |
| Umb Bank N A | 572 | $14.7K | 0.00% | +33+6.1% | Added |
| Jones Financial Companies LLLP | 597 | $15.3K | 0.00% | +9+1.5% | Added |
| International Assets Investment Management, LLC | 582 | $15.6K | 0.00% | +34+6.2% | Added |
| EverSource Wealth Advisors, LLC | 621 | $16.0K | 0.00% | −269−30.2% | Reduced |
| Neo Ivy Capital Management | 624 | $16.1K | 0.00% | +624 | New |
| Private Trust Co NA | 673 | $17.3K | 0.00% | +52+8.4% | Added |
| J.Safra Asset Management Corp | 693 | $17.8K | 0.00% | −143−17.1% | Reduced |
| Hilltop National Bank | 702 | $18.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 717 | $18.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 844 | $21.7K | 0.00% | +613+265.4% | Added |
| Whittier Trust Co of Nevada Inc | 892 | $24.3K | 0.00% | −5−0.6% | Reduced |
| Financial Management Professionals, Inc. | 984 | $25.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,002 | $25.8K | 0.00% | +111+12.5% | Added |
| Optiver Holding B.V. | 1,023 | $26.3K | 0.00% | +1,023 | New |
| SMA Capital LLC | 1,074 | $27.6K | 0.01% | +1,074 | New |
| Bessemer Group Inc | 1,086 | $28.0K | 0.00% | −217−16.7% | Reduced |
| Salomon & Ludwin, LLC | 1,424 | $38.3K | 0.00% | −617−30.2% | Reduced |
| Park Place Capital Corp | 1,617 | $41.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,808 | $46.5K | 0.00% | +426+30.8% | Added |
| Allworth Financial LP | 1,879 | $48.3K | 0.00% | +209+12.5% | Added |
| Nykredit A/S | 1,932 | $49.7K | 0.00% | +1,932 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,957 | $50.4K | 0.00% | −1,235−38.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,212 | $56.9K | 0.00% | +2,105+1,967.3% | Added |
| Harbor Investment Advisory, LLC | 2,700 | $69.5K | 0.00% | +2,700 | New |
| Northwestern Mutual Wealth Management Co | 2,739 | $70.5K | 0.00% | +889+48.1% | Added |
| Hantz Financial Services, Inc. | 3,149 | $81.0K | 0.00% | +154+5.1% | Added |
| Covestor Ltd | 3,238 | $83.0K | 0.05% | −141−4.2% | Reduced |
| Federated Hermes, Inc. | 3,317 | $85.3K | 0.00% | +1,280+62.8% | Added |
| KBC Group NV | 3,597 | $93.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,800 | $97.8K | 0.01% | +290+8.3% | Added |
| Signaturefd, LLC | 4,008 | $103.1K | 0.00% | +176+4.6% | Added |
| US Bancorp | 4,031 | $103.7K | 0.00% | −5,311−56.9% | Reduced |
| GAMMA Investing LLC | 4,819 | $124.0K | 0.00% | +592+14.0% | Added |
| New Age Alpha Advisors, LLC | 5,156 | $132.7K | 0.01% | −208−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 5,947 | $153.0K | 0.00% | +899+17.8% | Added |
| Central Pacific Bank - Trust Division | 7,001 | $180.1K | 0.02% | +5,743+456.5% | Added |
| Kemnay Advisory Services Inc. | 7,269 | $187.0K | 0.02% | +461+6.8% | Added |
| Assetmark, Inc | 7,476 | $192.4K | 0.00% | +725+10.7% | Added |
| Marex Group plc | 7,982 | $205.4K | 0.00% | +7,982 | New |
| Balyasny Asset Management LLC | 8,311 | $213.8K | 0.00% | +8,311 | New |
| Axxion S.A. | 8,448 | $217.4K | 0.02% | +8,448 | New |
| Mercer Global Advisors Inc | 8,619 | $221.8K | 0.00% | +8,619 | New |
| DRW Securities, LLC | 8,669 | $223.1K | 0.01% | −10,278−54.2% | Reduced |
| Quadrature Capital Ltd | 9,033 | $232.4K | 0.00% | +9,033 | New |
| Sanctuary Advisors, LLC | 9,045 | $232.7K | 0.00% | +9,045 | New |
| Ensign Peak Advisors, Inc | 9,727 | $250.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,728 | $250.3K | 0.00% | −633−6.1% | Reduced |
| Parkside Financial Bank & Trust | 10,199 | $262.4K | 0.02% | −221−2.1% | Reduced |