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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
197
shares
|
$38,879
0.04% of portfolio
|
Q3 2024
Reduced 90.02%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
193
shares
|
$38,090
0.01% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
187
shares
|
$36,906
0.0% of portfolio
|
Q4 2023
Reduced 64.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
184
shares
|
$36,314
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
180
shares
|
$35,524
0.02% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
178
shares
|
$35,130
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
175
shares
|
$34,538
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
174
shares
|
$34,340
0.0% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
173
shares
|
$34,143
0.0% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
168
shares
|
$33,156
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
154
shares
|
$30,393
0.0% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
141
shares
|
$27,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
140
shares
|
$27,630
0.0% of portfolio
|
Q4 2023
Reduced 74.68%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
132
shares
|
$26,051
0.01% of portfolio
|
Q4 2022
Added 26.92%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
130
shares
|
$25,656
0.03% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
127
shares
|
$25,064
0.01% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
125
shares
|
$24,670
0.0% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
120
shares
|
$23,683
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
119
shares
|
$23,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
118
shares
|
$23,288
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
116
shares
|
$22,893
0.02% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$22,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
115
shares
|
$22,696
0.0% of portfolio
|
Q3 2022
Reduced 47.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
115
shares
|
$22,696
0.0% of portfolio
|
Q1 2024
Reduced 21.77%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
111
shares
|
$21,906
0.0% of portfolio
|
Q3 2024
New holding
|