13FBOX
PRIVIA HEALTH GROUP INC · 13F Institutional Holdings
Options Calculator Rankings
P

PRIVIA HEALTH GROUP INC

PRVA
Institutions
303
Combined AUM (Q2 2026)
$3.18B
Combined Shares (Q2 2026)
123.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+10.3M
164 · 49 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7.4M
137 · 37 Exit · ≈
⚖️ Net
+2.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.18B
Institutions
303
New Buys
49
Adds
115
Reduces
100
Exits
37
Unchanged
39
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#81$550.7M21.4M$392.0M19.1M+2.3M+12.30%Add
FMR LLC
0.01%0.01%#62$330.6M12.8M$268.3M13.0M-197,105-1.51%Reduce
Durable Capital Partners LP
2.91%2.56%#4$299.4M11.6M$248.6M12.1M-451,895-3.74%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#84$169.1M6.6M$129.2M6.3M+290,842+4.63%Add
Rubicon Founders LLC
78.21%88.92%#1$153.6M6.0M$122.4M5.9M+22,415+0.38%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#144$132.7M5.2M$103.0M5.0M+147,897+2.95%Add
STATE STREET CORP
<0.01%<0.01%#126$126.2M4.9M$92.4M4.5M+415,889+9.26%Add
Van Berkom & Associates Inc.
3.08%2.71%#3$95.5M3.7M$83.4M4.1M-341,420-8.42%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#116$80.6M3.1M$59.6M2.9M+234,939+8.11%Add
RIVERBRIDGE PARTNERS LLC
2.15%2.01%#5$77.2M3.0M$80.6M3.9M-919,351-23.47%Reduce
Bank of New York Mellon Corp
0.01%0.01%#65$74.4M2.9M$60.5M2.9M-50,957-1.73%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.03%0.03%#42$66.6M2.6M$56.0M2.7M-135,195-4.96%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#67$65.7M2.6M$49.5M2.4M+145,144+6.03%Add
WELLINGTON MANAGEMENT GROUP LLP
0.01%<0.01%#71$54.8M2.1M$4.6M224,102+1.9M+850.59%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%0.01%#74$50.1M1.9M$42.2M2.1M-103,638-5.05%Reduce
BlackBarn Capital Partners LP
3.44%2.62%#2$40.8M1.6M$32.6M1.6M00.00%Unchanged
Nuveen, LLC
0.01%0.01%#75$37.7M1.5M$19.5M948,136+517,009+54.53%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#153$36.8M1.4M$25.8M1.3M+175,939+14.01%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#107$35.4M1.4M$27.1M1.3M+55,722+4.22%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#141$33.5M1.3M$27.6M1.3M-37,931-2.83%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#125$32.3M1.3M$24.2M1.2M+75,791+6.44%Add
FRANKLIN RESOURCES INC
0.01%0.01%#90$31.6M1.2M$30.4M1.5M-250,142-16.92%Reduce
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.13%0.02%#17$27.1M1.1M$3.9M189,611+863,660+455.49%Add
LOOMIS SAYLES & CO L P
0.03%0.03%#41$26.1M1.0M$21.4M1.0M-27,314-2.62%Reduce
MORGAN STANLEY
<0.01%<0.01%#183$25.9M1.0M$24.5M982,621+23,309+2.37%Add
Qube Research & Technologies Ltd
0.02%0.01%#53$21.8M848,154$11.7M566,795+281,359+49.64%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#105$21.8M846,684$16.4M799,665+47,019+5.88%Add
ROYCE & ASSOCIATES LP
0.17%0.14%#16$21.2M825,171$13.7M667,641+157,530+23.60%Add
EVENTIDE ASSET MANAGEMENT, LLC
0.25%0.25%#14$19.0M737,694$15.2M737,69400.00%Unchanged
Freestone Grove Partners LP
0.11%0.12%#25$17.6M685,489$17.3M839,474-153,985-18.34%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.02%0.02%#51$16.3M632,700$16.0M776,500-143,800-18.52%Reduce
C WorldWide Group Holding A/S
0.38%0.27%#10$15.7M610,000$12.5M610,00000.00%Unchanged
Woodline Partners LP
0.05%0.04%#37$15.6M605,612$9.8M475,955+129,657+27.24%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#136$14.0M544,771$12.5M606,767-61,996-10.22%Reduce
Invesco Ltd.
<0.01%<0.01%#197$11.6M449,755$8.8M429,873+19,882+4.63%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.03%0.03%#47$10.5M406,898$8.5M413,597-6,699-1.62%Reduce
PEREGRINE CAPITAL MANAGEMENT LLC
0.3%0.24%#12$9.3M360,207$6.5M316,718+43,489+13.73%Add
Clearbridge Investments, LLC
0.01%0.01%#83$9.2M359,150$7.4M358,429+721+0.20%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#115$9.1M353,157$3.4M165,341+187,816+113.59%Add
RENAISSANCE GROUP LLC
0.36%0.35%#11$8.8M340,157$8.4M407,308-67,151-16.49%Reduce
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.01%0.01%#66$8.4M326,424$6.7M326,42400.00%Unchanged
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#120$8.3M322,263$3.3M162,576+159,687+98.22%Add
UBS Group AG
<0.01%<0.01%#195$7.3M285,210$7.9M381,785-96,575-25.30%Reduce
RHUMBLINE ADVISERS
0.01%0.01%#97$7.3M284,515$6.2M300,941-16,426-5.46%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%0.01%#154$6.9M268,324$14.7M712,565-444,241-62.34%Reduce
ArrowMark Colorado Holdings LLC
0.28%0.42%#13$6.7M262,195$15.9M775,369-513,174-66.18%Reduce
OneDigital Investment Advisors LLC
0.06%0.06%#33$6.7M258,561$6.2M300,864-42,303-14.06%Reduce
Legal & General Group Plc
<0.01%<0.01%#181$6.6M256,706$5.2M252,986+3,720+1.47%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#156$6.6M255,610$4.8M233,070+22,540+9.67%Add
Weiss Asset Management LP
0.07%0.01%#28$6.5M253,964$553,33326,900+227,064+844.10%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow