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Privia Health Group Inc (PRVA)

CUSIP: 74276R102 | NYSE | Healthcare · Health Information Services | Mid Cap | 635 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC6,513,3935.1%New 5%+ stakeSep 30, 20265,156,720 sh (Jun 30, 2026)
13G/AFMR LLC6,385,1215.0%New 5%+ stakeSep 30, 202612,848,437 sh (Jun 30, 2026)
13DRubicon Founders LLC6,472,5135.1%New 5%+ stakeSep 1, 20265,971,079 sh (Jun 30, 2026)
13GVanguard Capital Management LLC6,513,393
5.1% of class · Sep 30, 2026New 5%+ stake
5,156,720 sh (Jun 30, 2026)
13G/AFMR LLC6,385,121
5.0% of class · Sep 30, 2026New 5%+ stake
12,848,437 sh (Jun 30, 2026)
13DRubicon Founders LLC6,472,513
5.1% of class · Sep 1, 2026New 5%+ stake
5,971,079 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Van Berkom & Associates Inc.3,685,410
0.0% of portfolio›$72.6K
Riverbridge Partners LLC2,895,288
1.7% of portfolio›$57.0M
Bank of New York Mellon Corp2,780,710
0.0% of portfolio›$54.8M
Dimensional Fund Advisors LP2,626,685
0.0% of portfolio›$51.7M
Principal Financial Group Inc2,472,669
0.0% of portfolio›$48.7M
Fort Washington Investment Advisors Inc1,739,427
0.2% of portfolio›$34.2M
C WorldWide Group Holding A/S610,000
0.0% of portfolio›$12.0K
Oppenheimer Asset Management Inc.210,370
0.0% of portfolio›$4.1M
Kornitzer Capital Management Inc124,535
0.1% of portfolio›$2.5M
Creative Planning104,157
0.0% of portfolio›$2.1M
Thrivent Financial for Lutherans81,242
0.0% of portfolio›$1.6K
OP Asset Management Ltd75,553
0.0% of portfolio›$1.5M
MacKenzie Financial Corp66,807
0.0% of portfolio›$1.3M
Illinois Municipal Retirement Fund60,639
0.0% of portfolio›$1.2M
CenterBook Partners LP58,501
0.1% of portfolio›$1.2M
New York State Teachers Retirement System57,304
0.0% of portfolio›$1.1K
State of New Jersey Common Pension Fund D55,325
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System54,400
0.0% of portfolio›$1.1M
Citigroup Inc40,960
0.0% of portfolio›$806.5K
Fifth Third Bancorp37,234
0.0% of portfolio›$733.1K
Harbor Capital Advisors, Inc.37,211
0.0% of portfolio›$733
SEB Asset Management AB36,467
0.0% of portfolio›$718.0K
Affiance Financial, LLC34,742
0.1% of portfolio›$684.1K
Summit Global Investments33,992
0.0% of portfolio›$669
Yousif Capital Management, LLC33,940
0.0% of portfolio›$668.3K
Amalgamated Bank32,927
0.0% of portfolio›$648
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,096
0.0% of portfolio›$592.6K
Oregon Public Employees Retirement Fund28,614
0.0% of portfolio›$563.4K
Maryland State Retirement & Pension System28,352
0.0% of portfolio›$558.3K
Arizona State Retirement System27,506
0.0% of portfolio›$541.6K
State of Alaska, Department of Revenue27,290
0.0% of portfolio›$536
Strs Ohio24,600
0.0% of portfolio›$484.4K
Counterpoint Mutual Funds LLC23,787
0.0% of portfolio›$468.4K
Atria Investments, Inc23,577
0.0% of portfolio›$464.2K
Evergreen Capital Management LLC21,433
0.0% of portfolio›$422.0K
State of Wyoming21,307
0.0% of portfolio›$419.5K
Financiere des Professionnels - Fonds d'investissement inc.18,249
0.0% of portfolio›$359.3K
Truist Financial Corp18,212
0.0% of portfolio›$358.6K
ProShare Advisors LLC16,655
0.0% of portfolio›$327.9K
Trust Point Inc.16,599
0.0% of portfolio›$326.8K
Pictet Asset Management Holding SA16,076
0.0% of portfolio›$316.5K
Quadrant Capital Group LLC15,778
0.0% of portfolio›$341.6K
Mutual of America Capital Management LLC14,574
0.0% of portfolio›$287.0K
Wealth Enhancement Advisory Services, LLC13,997
0.0% of portfolio›$282.6K
Xponance LLC11,974
0.0% of portfolio›$235.8K
Central Pacific Bank - Trust Division11,801
0.0% of portfolio›$232.4K
Y-Intercept (Hong Kong) Ltd11,730
0.0% of portfolio›$231.0K
Olympiad Research LP11,323
0.3% of portfolio›$223.0K
Vise Technologies, Inc.10,929
0.0% of portfolio›$215.2K
Choreo, LLC10,232
0.0% of portfolio›$201.5K
Axxion S.A.9,478
0.0% of portfolio›$186.6K
Assetmark, Inc9,259
0.0% of portfolio›$182.3K
Parkside Financial Bank & Trust8,358
0.0% of portfolio›$164.6K
DekaBank Deutsche Girozentrale7,462
0.0% of portfolio›$149
Nisa Investment Advisors, LLC6,687
0.0% of portfolio›$131.7K
Gamma Investing LLC6,432
0.0% of portfolio›$126.6K
Covestor Ltd4,330
0.0% of portfolio›$85
Sterling Capital Management LLC3,989
0.0% of portfolio›$78.5K
US Bancorp \de\3,743
0.0% of portfolio›$73.7K
KBC Group NV3,597
0.0% of portfolio›$71
China Universal Asset Management Co., Ltd.3,200
0.0% of portfolio›$62.8K
Legacies Wealth LLC2,904
0.0% of portfolio›$57.2K
Signaturefd, LLC2,811
0.0% of portfolio›$55.3K
Harbor Investment Advisory, LLC2,700
0.0% of portfolio›$53.2K
Parallel Advisors, LLC2,180
0.0% of portfolio›$42.9K
Spire Wealth Management1,871
0.0% of portfolio›$36.8K
Heritage Family Offices, LLP1,721
0.0% of portfolio›$33.9K
Summit Securities Group LLC1,717
0.0% of portfolio›$33.8K
Pinnacle Wealth Planning Services, Inc.1,500
0.0% of portfolio›$29.5K
Versant Capital Management, Inc1,072
0.0% of portfolio›$21.1K
Financial Management Professionals, Inc.984
0.0% of portfolio›$19.4K
Private Trust Co NA710
0.0% of portfolio›$14.0K
Hilltop National Bank702
0.0% of portfolio›$13.8K
Salomon & Ludwin, LLC665
0.0% of portfolio›$13.1K
Root Financial Partners, LLC425
0.0% of portfolio›$8.4K
Birchwood Financial Partners, Inc.395
0.0% of portfolio›$7.8K
First Horizon Corp360
0.0% of portfolio›$7.1K
Owl Creek Wealth Partners LLC350
0.0% of portfolio›$6.9K
EverSource Wealth Advisors, LLC315
0.0% of portfolio›$6.2K
IFP Advisors, Inc270
0.0% of portfolio›$5.3K
Farther Finance Advisors, LLC266
0.0% of portfolio›$5.2K
Essential Partners LLC146
0.0% of portfolio›$2.9K
MassMutual Private Wealth & Trust, FSB141
0.0% of portfolio›$2.8K
Farmers & Merchants Investments Inc113
0.0% of portfolio›$2.2K
Ascentis Wealth Management, LLC108
0.0% of portfolio›$2.1K
Bare Financial Services, Inc108
0.0% of portfolio›$2.1K
Fortitude Family Office, LLC73
0.0% of portfolio›$1.4K
TD Private Client Wealth LLC65
0.0% of portfolio›$1.3K
SBI Securities Co., Ltd.60
0.0% of portfolio›$1.2K
WPG Advisers, LLC47
0.0% of portfolio›$925
Valley National Advisers Inc33
0.0% of portfolio›$650
Retirement Wealth Solutions LLC31
0.0% of portfolio›$611
Bell Investment Advisors, Inc27
0.0% of portfolio›$532
Marquette Asset Management, LLC26
0.0% of portfolio›$512
Physician Wealth Advisors, Inc.25
0.0% of portfolio›$493
JFS Wealth Advisors, LLC22
0.0% of portfolio›$434
SJS Investment Consulting Inc.20
0.0% of portfolio›$394
UMB Private Wealth Management, LLC20
0.0% of portfolio›$394
American Capital Advisory, LLC20
0.0% of portfolio›$394
Gilpin Wealth Management, LLC18
0.0% of portfolio›$355
Breakwater Investment Management17
0.0% of portfolio›$335
Proathlete Wealth Management LLC15
0.0% of portfolio›$295
Mather Group, Llc.12
0.0% of portfolio›$236
Creative Capital Management Investments LLC10
0.0% of portfolio›$197
James T. Borello RIA6
0.0% of portfolio›$118
Abound Wealth Management5
0.0% of portfolio›$99
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$20
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$20
DecisionPoint Financial, LLC1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Van Berkom & Associates Inc.
3,685,410$72.6K0.0%Deep ValueMediumMontreal, Austria2026-11-04
Riverbridge Partners LLC
2,895,288$57.0M1.7%GrowthLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
2,780,710$54.8M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
2,626,685$51.7M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
2,472,669$48.7M0.0%CoreLowDes Moines, IA2026-11-02
Fort Washington Investment Advisors Inc
1,739,427$34.2M0.2%CoreLowCincinnati, OH2026-10-15
C WorldWide Group Holding A/S
610,000$12.0K0.0%CoreLowCopenhagen, Greece2026-11-04
Oppenheimer Asset Management Inc.
210,370$4.1M0.0%CoreMediumNew York, NY2026-10-27
Kornitzer Capital Management Inc
124,535$2.5M0.1%CoreLowShawnee Mission, KS2026-11-03
Creative Planning
104,157$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
81,242$1.6K0.0%GARPMediumMinneapolis, MN2026-11-05
OP Asset Management Ltd
75,553$1.5M0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
66,807$1.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Illinois Municipal Retirement Fund
60,639$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
CenterBook Partners LP
58,501$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
New York State Teachers Retirement System
57,304$1.1K0.0%CoreVery LowAlbany, NY2026-10-22
State of New Jersey Common Pension Fund D
55,325$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
54,400$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Citigroup Inc
40,960$806.5K0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
37,234$733.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Harbor Capital Advisors, Inc.
37,211$7330.0%ValueHighChicago, IL2026-10-22
SEB Asset Management AB
36,467$718.0K0.0%CoreN/AStockholm, Sweden2026-11-04
Affiance Financial, LLC
34,742$684.1K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Summit Global Investments
33,992$6690.0%CoreMediumBountiful, UT2026-10-28
Yousif Capital Management, LLC
33,940$668.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
32,927$6480.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
30,096$592.6K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
28,614$563.4K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
28,352$558.3K0.0%IndexVery LowBaltimore, MD2026-11-05
Arizona State Retirement System
27,506$541.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Alaska, Department of Revenue
27,290$5360.0%CoreVery LowJuneau, AK2026-10-15
Strs Ohio
24,600$484.4K0.0%CoreMediumColumbus, OH2026-10-30
Counterpoint Mutual Funds LLC
23,787$468.4K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Atria Investments, Inc
23,577$464.2K0.0%CoreMediumCharlotte, NC2026-10-15
Evergreen Capital Management LLC
21,433$422.0K0.0%GARPMediumBellevue, WA2026-10-23
State of Wyoming
21,307$419.5K0.0%ValueHighCheyenne, WY2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
18,249$359.3K0.0%GrowthHighMontreal, Austria2026-11-03
Truist Financial Corp
18,212$358.6K0.0%CoreLowCharlotte, NC2026-10-30
ProShare Advisors LLC
16,655$327.9K0.0%GrowthLowBethesda, MD2026-10-29
Trust Point Inc.
16,599$326.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Pictet Asset Management Holding SA
16,076$316.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Quadrant Capital Group LLC
15,778$341.6K0.0%CoreLowCincinnati, OH2026-10-20
Mutual of America Capital Management LLC
14,574$287.0K0.0%IndexLowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
13,997$282.6K0.0%CoreLowPlymouth, MN2026-10-13
Xponance LLC
11,974$235.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Central Pacific Bank - Trust Division
11,801$232.4K0.0%CoreMediumHonolulu, HI2026-10-06
Y-Intercept (Hong Kong) Ltd
11,730$231.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Olympiad Research LP
11,323$223.0K0.3%Deep ValueVery HighStamford, CT2026-11-04
Vise Technologies, Inc.
10,929$215.2K0.0%IndexLowNew York, NY2026-10-29
Choreo, LLC
10,232$201.5K0.0%IndexLowRockford, IL2026-10-28
Axxion S.A.
9,478$186.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Assetmark, Inc
9,259$182.3K0.0%ETFLowConcord, CA2026-10-21
Parkside Financial Bank & Trust
8,358$164.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
DekaBank Deutsche Girozentrale
7,462$1490.0%CoreLowFrankfurt, Hong Kong2026-10-27
Nisa Investment Advisors, LLC
6,687$131.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
6,432$126.6K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
4,330$850.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
3,989$78.5K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
3,743$73.7K0.0%IndexLowMinneapolis, MN2026-11-05
KBC Group NV
3,597$710.0%CoreMediumBrussels, Czech Republic2026-10-22
China Universal Asset Management Co., Ltd.
3,200$62.8K0.0%GrowthMediumShanghai, France2026-10-28
Legacies Wealth LLC
2,904$57.2K0.0%ETFLowMinnetonka, MN2026-11-02
Signaturefd, LLC
2,811$55.3K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Investment Advisory, LLC
2,700$53.2K0.0%GrowthLowLutherville, MD2026-10-13
Parallel Advisors, LLC
2,180$42.9K0.0%IndexLowSan Francisco, CA2026-11-03
Spire Wealth Management
1,871$36.8K0.0%GrowthMediumMclean, VA2026-10-30
Heritage Family Offices, LLP
1,721$33.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Summit Securities Group LLC
1,717$33.8K0.0%CoreVery HighNew York, NY2026-11-05
Pinnacle Wealth Planning Services, Inc.
1,500$29.5K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
1,072$21.1K0.0%GARPLowPhoenix, AZ2026-10-02
Financial Management Professionals, Inc.
984$19.4K0.0%ETFMediumAustin, TX2026-10-23
Private Trust Co NA
710$14.0K0.0%CoreLowCleveland, OH2026-10-20
Hilltop National Bank
702$13.8K0.0%CoreLowCasper, WY2026-10-14
Salomon & Ludwin, LLC
665$13.1K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
425$8.4K0.0%ETFMediumEncinitas, CA2026-10-21
Birchwood Financial Partners, Inc.
395$7.8K0.0%ETFVery LowBloomington, MN2026-11-02
First Horizon Corp
360$7.1K0.0%CoreLowMemphis, TN2026-10-26
Owl Creek Wealth Partners LLC
350$6.9K0.0%IndexLowGreenwood Village, CO2026-10-20
EverSource Wealth Advisors, LLC
315$6.2K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
270$5.3K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
266$5.2K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
146$2.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
MassMutual Private Wealth & Trust, FSB
141$2.8K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
113$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
108$2.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Bare Financial Services, Inc
108$2.1K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
73$1.4K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Private Client Wealth LLC
65$1.3K0.0%ETFLowNew York, NY2026-10-28
SBI Securities Co., Ltd.
60$1.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
WPG Advisers, LLC
47$9250.0%CoreLowBaltimore, MD2026-10-27
Valley National Advisers Inc
33$6500.0%ETFLowBethlehem, PA2026-10-23
Retirement Wealth Solutions LLC
31$6110.0%ETFLowMarshfield, WI2026-10-07
Bell Investment Advisors, Inc
27$5320.0%ETFVery LowOrinda, CA2026-10-29
Marquette Asset Management, LLC
26$5120.0%ETFVery LowMinneapolis, MN2026-10-09
Physician Wealth Advisors, Inc.
25$4930.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
22$4340.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
20$3940.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
20$3940.0%GrowthN/AKansas City, MO2026-10-19
American Capital Advisory, LLC
20$3940.0%ETFLowKetchum, ID2026-10-28
Gilpin Wealth Management, LLC
18$3550.0%GrowthLowDenver, CO2026-10-09
Breakwater Investment Management
17$3350.0%ETFLowSeattle, WA2026-10-20
Proathlete Wealth Management LLC
15$2950.0%ETFVery LowBoca Raton, FL2026-10-15
Mather Group, Llc.
12$2360.0%ETFMediumChicago, IL2026-10-14
Creative Capital Management Investments LLC
10$1970.0%ETFLowSan Diego, CA2026-10-28
James T. Borello RIA
6$1180.0%ETFVery LowEast Dundee, IL2026-10-16
Abound Wealth Management
5$990.0%ETFVery LowFranklin, TN2026-10-26
Bay Harbor Wealth Management, LLC
1$200.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
1$200.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
1$210.0%ETFVery LowMesa, AZ2026-10-27