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 1,129 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,864
shares
|
$367,879
0.38% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
1,861
shares
|
$367,286
0.22% of portfolio
|
Q2 2024
Added 93.65%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,853
shares
|
$365,708
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,839
shares
|
$362,945
0.02% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
1,831
shares
|
$361,366
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,828
shares
|
$360,774
0.15% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,822
shares
|
$359,589
0.02% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
1,818
shares
|
$358,800
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,812
shares
|
$357,616
0.02% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
1,794
shares
|
$354,063
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,782
shares
|
$351,695
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
1,781
shares
|
$351,498
0.05% of portfolio
|
Q3 2024
Reduced 82.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,754
shares
|
$346,169
0.01% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,750
shares
|
$345,380
0.25% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,739
shares
|
$343,209
0.05% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
1,738
shares
|
$343,011
0.02% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
1,735
shares
|
$342,419
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,689
shares
|
$333,341
0.01% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,675
shares
|
$330,578
0.27% of portfolio
|
Q3 2023
Reduced 44.54%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,660
shares
|
$327,617
0.22% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
1,660
shares
|
$327,617
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,655
shares
|
$326,630
0.0% of portfolio
|
Q3 2024
Reduced 78.42%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
1,651
shares
|
$325,841
0.25% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
1,638
shares
|
$323,275
0.1% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
1,631
shares
|
$321,894
0.04% of portfolio
|
Q2 2023
Reduced 55.64%
|