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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17
shares
|
$3,355
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$3,355
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
16
shares
|
$3,157
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
16
shares
|
$3,157
0.0% of portfolio
|
Q4 2024
Reduced 67.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
15
shares
|
$2,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
15
shares
|
$2,960
0.0% of portfolio
|
Q1 2024
Reduced 82.35%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$2,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
Reduced 91.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$2,368
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,170
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,170
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$2,170
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
11
shares
|
$2,170
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
10
shares
|
$1,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
10
shares
|
$1,973
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$1,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
9
shares
|
$1,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,776
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
8
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
8
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$1,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6
shares
|
$1,184
0.0% of portfolio
|
Q4 2024
Reduced 91.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$1,184
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|