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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 10,972 | $282.3K | 0.01% | +1,361+14.2% | Added |
| Bailard, Inc. | 10,700 | $275.3K | 0.01% | +10,700 | New |
| Parkside Financial Bank & Trust | 10,199 | $262.4K | 0.02% | −221−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,728 | $250.3K | 0.00% | −633−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 9,727 | $250.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,045 | $232.7K | 0.00% | +9,045 | New |
| Quadrature Capital Ltd | 9,033 | $232.4K | 0.00% | +9,033 | New |
| DRW Securities, LLC | 8,669 | $223.1K | 0.01% | −10,278−54.2% | Reduced |
| Mercer Global Advisors Inc | 8,619 | $221.8K | 0.00% | +8,619 | New |
| Axxion S.A. | 8,448 | $217.4K | 0.02% | +8,448 | New |
| Balyasny Asset Management LLC | 8,311 | $213.8K | 0.00% | +8,311 | New |
| Marex Group plc | 7,982 | $205.4K | 0.00% | +7,982 | New |
| Assetmark, Inc | 7,476 | $192.4K | 0.00% | +725+10.7% | Added |
| Kemnay Advisory Services Inc. | 7,269 | $187.0K | 0.02% | +461+6.8% | Added |
| Central Pacific Bank - Trust Division | 7,001 | $180.1K | 0.02% | +5,743+456.5% | Added |
| Nisa Investment Advisors, LLC | 5,947 | $153.0K | 0.00% | +899+17.8% | Added |
| New Age Alpha Advisors, LLC | 5,156 | $132.7K | 0.01% | −208−3.9% | Reduced |
| GAMMA Investing LLC | 4,819 | $124.0K | 0.00% | +592+14.0% | Added |
| US Bancorp | 4,031 | $103.7K | 0.00% | −5,311−56.9% | Reduced |
| Signaturefd, LLC | 4,008 | $103.1K | 0.00% | +176+4.6% | Added |
| Versant Capital Management, Inc | 3,800 | $97.8K | 0.01% | +290+8.3% | Added |
| KBC Group NV | 3,597 | $93.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,317 | $85.3K | 0.00% | +1,280+62.8% | Added |
| Covestor Ltd | 3,238 | $83.0K | 0.05% | −141−4.2% | Reduced |
| Hantz Financial Services, Inc. | 3,149 | $81.0K | 0.00% | +154+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,739 | $70.5K | 0.00% | +889+48.1% | Added |
| Harbor Investment Advisory, LLC | 2,700 | $69.5K | 0.00% | +2,700 | New |
| SRS Capital Advisors, Inc. | 2,212 | $56.9K | 0.00% | +2,105+1,967.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,957 | $50.4K | 0.00% | −1,235−38.7% | Reduced |
| Nykredit A/S | 1,932 | $49.7K | 0.00% | +1,932 | New |
| Allworth Financial LP | 1,879 | $48.3K | 0.00% | +209+12.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,808 | $46.5K | 0.00% | +426+30.8% | Added |
| Park Place Capital Corp | 1,617 | $41.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,424 | $38.3K | 0.00% | −617−30.2% | Reduced |
| Bessemer Group Inc | 1,086 | $28.0K | 0.00% | −217−16.7% | Reduced |
| SMA Capital LLC | 1,074 | $27.6K | 0.01% | +1,074 | New |
| Optiver Holding B.V. | 1,023 | $26.3K | 0.00% | +1,023 | New |
| Public Employees Retirement System of Ohio | 1,002 | $25.8K | 0.00% | +111+12.5% | Added |
| Financial Management Professionals, Inc. | 984 | $25.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 892 | $24.3K | 0.00% | −5−0.6% | Reduced |
| IFP Advisors, Inc | 844 | $21.7K | 0.00% | +613+265.4% | Added |
| Colonial Trust Co | 717 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 702 | $18.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 693 | $17.8K | 0.00% | −143−17.1% | Reduced |
| Private Trust Co NA | 673 | $17.3K | 0.00% | +52+8.4% | Added |
| Neo Ivy Capital Management | 624 | $16.1K | 0.00% | +624 | New |
| EverSource Wealth Advisors, LLC | 621 | $16.0K | 0.00% | −269−30.2% | Reduced |
| International Assets Investment Management, LLC | 582 | $15.6K | 0.00% | +34+6.2% | Added |
| Jones Financial Companies LLLP | 597 | $15.3K | 0.00% | +9+1.5% | Added |
| Umb Bank N A | 572 | $14.7K | 0.00% | +33+6.1% | Added |
| Parallel Advisors, LLC | 527 | $13.6K | 0.00% | +58+12.4% | Added |
| Huntington National Bank | 440 | $11.3K | 0.00% | −17−3.7% | Reduced |
| Sterling Capital Management LLC | 425 | $10.9K | 0.00% | −34,474−98.8% | Reduced |
| Rothschild Investment LLC | 423 | $10.9K | 0.00% | +38+9.9% | Added |
| Birchwood Financial Partners, Inc. | 399 | $10.3K | 0.01% | −3−0.7% | Reduced |
| First Horizon Corp | 375 | $9.65K | 0.00% | −74−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 355 | $9.13K | 0.00% | +290+446.2% | Added |
| Owl Creek Wealth Partners LLC | 350 | $9.01K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 343 | $8.82K | 0.00% | +82+31.4% | Added |
| Global Retirement Partners, LLC | 325 | $8.36K | 0.00% | +325 | New |
| Farther Finance Advisors, LLC | 319 | $8.20K | 0.00% | −298−48.3% | Reduced |
| Bell Investment Advisors, Inc | 288 | $7.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 230 | $5.83K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 220 | $5.66K | 0.00% | +220 | New |
| Picton Mahoney Asset Management | 181 | $4.66K | 0.00% | +121+201.7% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $4.45K | 0.00% | +173 | New |
| SJS Investment Consulting Inc. | 164 | $4.22K | 0.00% | +151+1,161.5% | Added |
| Rossby Financial, LCC | 155 | $3.99K | 0.00% | +6+4.0% | Added |
| Bare Financial Services, Inc | 146 | $3.76K | 0.00% | −37−20.2% | Reduced |
| 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 |
| Ancora Advisors, LLC | 103 | $2.65K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $2.50K | 0.00% | −24−19.8% | Reduced |
| Anchor Investment Management, LLC | 94 | $2.42K | 0.00% | +94 | New |
| Keating Financial Advisory Services, Inc. | 92 | $2.37K | 0.00% | +11+13.6% | Added |
| Manning & Napier Advisors LLC | 75 | $1.92K | 0.00% | +75 | New |
| High Note Wealth, LLC | 73 | $1.88K | 0.00% | +73 | New |
| Whittier Trust Co | 63 | $1.71K | 0.00% | +63 | New |
| Essential Partners LLC | 63 | $1.62K | 0.00% | −195−75.6% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $1.54K | 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 |
| WPG Advisers, LLC | 46 | $1.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $1.13K | 0.00% | +44 | New |
| Caitong International Asset Management Co., Ltd | 28 | $720 | 0.00% | −25−47.2% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $618 | 0.00% | +24 | New |
| Marquette Asset Management, LLC | 23 | $592 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $592 | 0.00% | +10+76.9% | Added |
| Rialto Wealth Management, LLC | 22 | $567 | 0.00% | +22 | New |
| American Capital Advisory, LLC | 21 | $541 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $464 | 0.00% | +18 | New |
| Ankerstar Wealth, LLC | 14 | $360 | 0.00% | +6+75.0% | Added |
| Larson Financial Group LLC | 13 | $334 | 0.00% | −4−23.5% | Reduced |
| Godfrey Financial Associates, Inc. | 13 | $334 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $155 | 0.00% | +6 | New |
| Davis Capital Management | 6 | $154 | 0.00% | +6 | New |
| Abound Wealth Management | 5 | $129 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 1 | $26 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $26 | 0.00% | +1 | New |