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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$11,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
58
shares
|
$11,446
0.01% of portfolio
|
Q3 2024
Added 205.26%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
55
shares
|
$10,854
0.0% of portfolio
|
Q2 2024
Added 89.66%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
55
shares
|
$10,854
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
53
shares
|
$10,460
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
53
shares
|
$10,460
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
53
shares
|
$10,460
0.01% of portfolio
|
Q3 2024
Reduced 90.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$9,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
49
shares
|
$9,670
0.0% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
47
shares
|
$9,275
0.0% of portfolio
|
Q2 2022
Reduced 6.0%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
45
shares
|
$8,881
0.0% of portfolio
|
Q4 2024
Reduced 51.09%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
45
shares
|
$8,881
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
44
shares
|
$8,683
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
43
shares
|
$8,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
42
shares
|
$8,289
0.0% of portfolio
|
Q4 2023
Reduced 63.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
42
shares
|
$8,289
0.0% of portfolio
|
Q3 2024
Added 425.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
38
shares
|
$7,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$7,302
0.0% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$7,104
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
36
shares
|
$7,104
0.0% of portfolio
|
Q4 2024
Reduced 77.64%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$6,907
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
35
shares
|
$6,907
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
35
shares
|
$6,907
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
34
shares
|
$6,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33
shares
|
$6,512
0.0% of portfolio
|
Q4 2020
Reduced 59.26%
|