Institutional Ownership Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV). We have compiled data on the 1,118 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,109
shares
|
$589,590
0.46% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,104
shares
|
$588,642
0.05% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,063
shares
|
$580,867
0.01% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,000
shares
|
$568,920
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,998
shares
|
$568,540
0.11% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,953
shares
|
$560,006
0.26% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,952
shares
|
$559,817
0.33% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,950
shares
|
$559,438
0.01% of portfolio
|
Q2 2025
Added 103.45%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,946
shares
|
$558,679
0.0% of portfolio
|
Q2 2025
Reduced 31.65%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
2,940
shares
|
$557,541
0.26% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,937
shares
|
$556,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,930
shares
|
$555,645
0.01% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,907
shares
|
$551,283
0.02% of portfolio
|
Q2 2025
Added 63.59%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
2,907
shares
|
$551,283
0.22% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,860
shares
|
$542,370
0.01% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
2,847
shares
|
$539,905
0.3% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,817
shares
|
$534,215
0.01% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
2,810
shares
|
$532,888
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,804
shares
|
$531,750
0.09% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,800
shares
|
$530,992
0.04% of portfolio
|
Q2 2022
Added 19.56%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,783
shares
|
$527,768
0.05% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,760
shares
|
$523,406
0.06% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,717
shares
|
$515,251
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,709
shares
|
$513,734
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,694
shares
|
$510,890
0.03% of portfolio
|
Q2 2025
Added 6.99%
|