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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
54
shares
|
$10,240
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
53
shares
|
$10,050
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
50
shares
|
$9,482
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
50
shares
|
$9,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$9,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
49
shares
|
$9,292
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
49
shares
|
$9,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$8,913
0.0% of portfolio
|
Q2 2022
Reduced 6.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
47
shares
|
$8,913
0.0% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$8,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$8,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
45
shares
|
$8,533
0.0% of portfolio
|
Q2 2025
Reduced 98.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
44
shares
|
$8,344
0.0% of portfolio
|
Q1 2025
Reduced 74.71%
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
42
shares
|
$7,964
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
42
shares
|
$7,964
0.0% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
36
shares
|
$6,827
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
36
shares
|
$6,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$6,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
35
shares
|
$6,637
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
34
shares
|
$6,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$6,447
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$6,258
0.0% of portfolio
|
Q4 2020
Reduced 59.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
33
shares
|
$6,258
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
33
shares
|
$6,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
32
shares
|
$6,068
0.0% of portfolio
|
Q1 2025
Reduced 39.62%
|