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 1,120 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
200
shares
|
$37,476
0.0% of portfolio
|
Q3 2023
Reduced 11.89%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
187
shares
|
$35,040
0.0% of portfolio
|
Q4 2023
Reduced 64.78%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
185
shares
|
$34,665
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
185
shares
|
$34,665
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
183
shares
|
$34,290
0.01% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$33,728
0.02% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
176
shares
|
$32,978
0.01% of portfolio
|
Q1 2025
Reduced 91.96%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
172
shares
|
$32,229
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
164
shares
|
$30,730
0.0% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
161
shares
|
$30,168
0.0% of portfolio
|
Q1 2025
Added 436.67%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
153
shares
|
$28,669
0.0% of portfolio
|
Q2 2025
Added 42.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
145
shares
|
$27,170
0.0% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
143
shares
|
$26,795
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
141
shares
|
$26,420
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
136
shares
|
$25,483
0.01% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
136
shares
|
$25,483
0.01% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
136
shares
|
$25,483
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
134
shares
|
$25,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
131
shares
|
$24,546
0.0% of portfolio
|
Q1 2025
Added 133.93%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
126
shares
|
$23,609
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
122
shares
|
$22,860
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
120
shares
|
$22,485
0.0% of portfolio
|
Q1 2025
Added 31.87%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
118
shares
|
$22,110
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
115
shares
|
$21,548
0.0% of portfolio
|
Q3 2022
Reduced 47.49%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
102
shares
|
$19,112
0.0% of portfolio
|
Q1 2025
Added 466.67%
|