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 1,120 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
23
shares
|
$4,309
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
22
shares
|
$4,122
0.0% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
21
shares
|
$3,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$3,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20
shares
|
$3,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
20
shares
|
$3,747
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,372
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
18
shares
|
$3,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
18
shares
|
$3,372
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
17
shares
|
$3,185
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$3,185
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
16
shares
|
$2,998
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
16
shares
|
$2,998
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15
shares
|
$2,810
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
15
shares
|
$2,810
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
14
shares
|
$2,623
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
12
shares
|
$2,248
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
12
shares
|
$2,248
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$2,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,061
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$2,061
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$2,061
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
11
shares
|
$2,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$1,873
0.0% of portfolio
|
Q4 2024
New holding
|