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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
101
shares
|
$18,925
0.0% of portfolio
|
Q3 2022
Added 16.09%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$18,738
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$18,738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
100
shares
|
$18,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
100
shares
|
$18,738
0.0% of portfolio
|
Q1 2019
Reduced 66.67%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
100
shares
|
$18,738
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$18,175
0.01% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
89
shares
|
$16,676
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$16,676
0.02% of portfolio
|
Q1 2025
Added 50.85%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
86
shares
|
$16,114
0.01% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
83
shares
|
$15,552
0.0% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
81
shares
|
$15,177
0.0% of portfolio
|
Q1 2025
Reduced 52.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
81
shares
|
$15,177
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
78
shares
|
$14,615
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
77
shares
|
$14,428
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
75
shares
|
$14,053
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
74
shares
|
$13,866
0.0% of portfolio
|
Q2 2023
Added 37.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
72
shares
|
$13,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$13,303
0.0% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
71
shares
|
$13,303
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
71
shares
|
$13,303
0.01% of portfolio
|
Q3 2023
Added 16.39%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
69
shares
|
$12,929
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
68
shares
|
$12,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
68
shares
|
$12,741
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
66
shares
|
$12,367
0.0% of portfolio
|
Q1 2025
Added 20.0%
|