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 |
|---|---|---|---|---|---|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,619
shares
|
$319,525
0.06% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,618
shares
|
$319,328
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,618
shares
|
$319,328
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,612
shares
|
$318,144
0.05% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,604
shares
|
$316,565
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,600
shares
|
$315,776
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$315,776
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,583
shares
|
$312,420
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,574
shares
|
$310,644
0.0% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,573
shares
|
$310,447
0.15% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,571
shares
|
$310,052
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,555
shares
|
$306,894
0.12% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,538
shares
|
$303,539
0.02% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,523
shares
|
$300,579
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
1,519
shares
|
$299,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,519
shares
|
$299,789
0.02% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,515
shares
|
$299,000
0.15% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,483
shares
|
$292,684
0.07% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,454
shares
|
$286,961
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 12, 2024 Q3 2024 |
1,454
shares
|
$286,961
0.26% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,446
shares
|
$285,382
0.01% of portfolio
|
Q3 2024
Reduced 71.64%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,439
shares
|
$284,001
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$284,001
0.01% of portfolio
|
Q3 2024
Reduced 39.23%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,429
shares
|
$282,027
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,418
shares
|
$279,856
0.05% of portfolio
|
Q3 2024
Reduced 0.98%
|