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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
18
shares
|
$3,413
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$3,223
0.0% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
17
shares
|
$3,223
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$3,223
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
16
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
16
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
16
shares
|
$3,034
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15
shares
|
$2,844
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
15
shares
|
$2,844
0.0% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
15
shares
|
$2,844
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
14
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
12
shares
|
$2,275
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
12
shares
|
$2,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
12
shares
|
$2,275
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,086
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$2,086
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$2,086
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$1,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$1,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,706
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
8
shares
|
$1,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7
shares
|
$1,327
0.0% of portfolio
|
Q2 2025
Reduced 98.53%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7
shares
|
$1,327
0.0% of portfolio
|
Q2 2025
Added 16.67%
|