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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$5,689
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
30
shares
|
$5,689
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
30
shares
|
$5,689
0.0% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
29
shares
|
$5,499
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
29
shares
|
$5,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
29
shares
|
$5,499
0.0% of portfolio
|
Q2 2025
Reduced 62.34%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
28
shares
|
$5,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
28
shares
|
$5,309
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
28
shares
|
$5,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
27
shares
|
$5,120
0.0% of portfolio
|
Q4 2022
Added 80.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
27
shares
|
$5,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$5,120
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$5,120
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
26
shares
|
$4,930
0.0% of portfolio
|
Q2 2025
Added 116.67%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
25
shares
|
$4,741
0.0% of portfolio
|
Q2 2025
Reduced 95.96%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
24
shares
|
$4,551
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
23
shares
|
$4,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
23
shares
|
$4,361
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
22
shares
|
$4,172
0.0% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
21
shares
|
$3,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$3,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$3,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
20
shares
|
$3,792
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,413
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
18
shares
|
$3,413
0.0% of portfolio
|
Q1 2025
New holding
|