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 1,119 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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
10
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
9
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
9
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8
shares
|
$1,499
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8
shares
|
$1,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7
shares
|
$1,311
0.0% of portfolio
|
Q2 2025
Reduced 98.53%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
7
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$1,124
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$1,124
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6
shares
|
$1,124
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
6
shares
|
$1,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6
shares
|
$1,124
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
5
shares
|
$936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
5
shares
|
$936
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5
shares
|
$936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
5
shares
|
$936
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
4
shares
|
$749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
4
shares
|
$749
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$749
0.0% of portfolio
|
Q1 2024
Reduced 93.65%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4
shares
|
$749
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4
shares
|
$749
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$562
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|