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 1,097 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $36.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
35
shares
|
$8,289
0.01% of portfolio
|
Q2 2010
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
34
shares
|
$8,052
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$8,052
0.0% of portfolio
|
Q2 2024
Added 47.83%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
33
shares
|
$7,815
0.0% of portfolio
|
Q4 2020
Reduced 59.26%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
33
shares
|
$7,815
0.0% of portfolio
|
Q2 2024
Added 153.85%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
32
shares
|
$7,578
0.0% of portfolio
|
Q2 2024
Added 166.67%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
32
shares
|
$7,578
0.0% of portfolio
|
Q2 2024
Added 3100.0%
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
30
shares
|
$7,105
0.0% of portfolio
|
Q2 2024
Reduced 68.09%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
30
shares
|
$7,105
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
30
shares
|
$7,105
0.0% of portfolio
|
Q4 2023
Reduced 26.83%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
30
shares
|
$7,105
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pier Capital, LLC
Stamford, CT |
Aug 07, 2024 Q2 2024 |
30
shares
|
$7,105
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
29
shares
|
$6,868
0.0% of portfolio
|
Q2 2022
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
29
shares
|
$6,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
27
shares
|
$6,394
0.0% of portfolio
|
Q4 2022
Added 80.0%
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
24
shares
|
$5,684
0.0% of portfolio
|
Q4 2021
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
23
shares
|
$5,447
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
23
shares
|
$5,447
0.0% of portfolio
|
Q2 2020
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
23
shares
|
$5,447
0.0% of portfolio
|
Q1 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
22
shares
|
$5,210
0.0% of portfolio
|
Q4 2021
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
22
shares
|
$5,210
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
22
shares
|
$5,210
0.0% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$4,736
0.0% of portfolio
|
Q2 2023
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$4,736
0.0% of portfolio
|
Q2 2023
New holding
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
20
shares
|
$4,736
0.0% of portfolio
|
Q3 2023
New holding
|