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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
1,416
shares
|
$279,461
0.0% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,416
shares
|
$279,461
0.05% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,409
shares
|
$278,080
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,408
shares
|
$277,882
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,406
shares
|
$277,488
0.02% of portfolio
|
Q4 2024
Added 27.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,405
shares
|
$277,290
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 25, 2024 Q3 2024 |
1,400
shares
|
$276,304
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,397
shares
|
$275,711
0.02% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,396
shares
|
$275,514
0.08% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,379
shares
|
$272,159
0.15% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,374
shares
|
$271,172
0.0% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,373
shares
|
$270,975
0.14% of portfolio
|
Q3 2024
Added 17.05%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,368
shares
|
$269,988
0.07% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,351
shares
|
$266,633
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$266,436
0.02% of portfolio
|
Q3 2024
Reduced 89.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,349
shares
|
$266,238
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
1,340
shares
|
$264,462
0.1% of portfolio
|
Q2 2024
Reduced 50.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,339
shares
|
$264,265
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,321
shares
|
$260,712
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,321
shares
|
$260,712
0.11% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,314
shares
|
$259,331
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
1,300
shares
|
$256,568
0.01% of portfolio
|
Q1 2024
Reduced 59.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,286
shares
|
$253,804
0.02% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,268
shares
|
$250,252
0.01% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,266
shares
|
$249,857
0.09% of portfolio
|
Q4 2024
Reduced 3.87%
|