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 1,101 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
11
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$1,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
10
shares
|
$1,550
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
9
shares
|
$1,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
8
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8
shares
|
$1,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
8
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7
shares
|
$1,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$930
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$930
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6
shares
|
$930
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
6
shares
|
$930
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
6
shares
|
$930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6
shares
|
$930
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
6
shares
|
$930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
5
shares
|
$775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
5
shares
|
$775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5
shares
|
$775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4
shares
|
$620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
4
shares
|
$620
0.0% of portfolio
|
Q3 2024
New holding
|