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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
558
shares
|
$105,819
0.03% of portfolio
|
Q2 2025
Added 36.76%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
527
shares
|
$99,940
0.05% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
491
shares
|
$93,113
0.0% of portfolio
|
Q2 2025
Added 64.21%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
490
shares
|
$92,923
0.07% of portfolio
|
Q1 2022
Reduced 7.89%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
486
shares
|
$92,165
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
479
shares
|
$90,837
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
468
shares
|
$88,751
0.01% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$88,182
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
453
shares
|
$85,906
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
451
shares
|
$85,527
0.0% of portfolio
|
Q2 2025
Added 136.13%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
444
shares
|
$84,200
0.04% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
442
shares
|
$83,820
0.0% of portfolio
|
Q2 2025
Reduced 62.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
404
shares
|
$76,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
400
shares
|
$75,856
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
398
shares
|
$75,476
0.02% of portfolio
|
Q4 2022
Reduced 93.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
398
shares
|
$75,476
0.0% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
384
shares
|
$72,821
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
376
shares
|
$71,304
0.02% of portfolio
|
Q2 2025
Added 113.64%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
373
shares
|
$70,735
0.01% of portfolio
|
Q2 2025
Added 60.09%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
362
shares
|
$68,649
0.02% of portfolio
|
Q4 2023
Reduced 54.81%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
346
shares
|
$65,615
0.0% of portfolio
|
Q3 2023
Added 30.08%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
333
shares
|
$63,150
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
329
shares
|
$62,391
0.0% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
320
shares
|
$60,684
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
314
shares
|
$59,546
0.01% of portfolio
|
Q1 2025
Added 0.32%
|