Purchases and Sales Made in Q2 2025 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2025. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Ruffer LLP
|
BUY
|
- |
208KNew |
$28.5M - $36.2M
|
208K
$33.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
84.5K+ 11.93% |
$11.6M - $14.7M
|
793K
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
34K+ 42.81% |
$4.66M - $5.93M
|
113K
$18.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
25.3K+ 1415.21% |
$3.47M - $4.41M
|
27.1K
$4.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$2.33M - $2.96M
|
17K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$1.86M - $2.36M
|
13.6K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 8.44% |
$1.7M - $2.17M
|
160K
$26.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.1K+ 50.6% |
$1.11M - $1.41M
|
24.1K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.03K+ 53.02% |
$963K - $1.23M
|
20.3K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.37K+ 113.18% |
$873K - $1.11M
|
12K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.67K+ 4.61% |
$777K - $989K
|
129K
$21M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.67K+ 6.52% |
$777K - $989K
|
92.6K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
5.53KNew |
$758K - $965K
|
5.53K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.08KNew |
$697K - $886K
|
5.08K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.31K+ 330.02% |
$590K - $752K
|
5.62K
$917K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.18K+ 21.45% |
$572K - $728K
|
23.7K
$3.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.51KNew |
$481K - $612K
|
3.51K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.26KNew |
$446K - $568K
|
3.26K
$532K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
2.81K+ 14.47% |
$385K - $490K
|
22.2K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.18K+ 19772.73% |
$298K - $379K
|
2.19K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.07KNew |
$284K - $361K
|
2.07K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.03KNew |
$278K - $354K
|
2.03K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.01K+ 17.35% |
$275K - $350K
|
13.6K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.75K+ 4.55% |
$239K - $305K
|
40.2K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.54K+ 85.49% |
$212K - $269K
|
3.35K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.5K+ 4.46% |
$206K - $262K
|
35.1K
$5.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 83.28% |
$202K - $257K
|
3.24K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.46KNew |
$201K - $255K
|
1.46K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.36KNew |
$187K - $238K
|
1.36K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$184K - $234K
|
1.34K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$178K - $227K
|
1.3K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.25KNew |
$172K - $218K
|
1.25K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.08K+ 11.17% |
$148K - $188K
|
10.8K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
984+ 2.04% |
$135K - $172K
|
49.2K
$8.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 15.33% |
$112K - $143K
|
6.18K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
791+ 104.35% |
$108K - $138K
|
1.55K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
760+ 6.82% |
$104K - $133K
|
11.9K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
754+ 2.24% |
$103K - $131K
|
34.4K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
739+ 6.39% |
$101K - $129K
|
12.3K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
703+ 13.21% |
$96.3K - $123K
|
6.02K
$983K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
669+ 29.59% |
$91.7K - $117K
|
2.93K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
652+ 26.54% |
$89.3K - $114K
|
3.11K
$508K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
538+ 9.92% |
$73.7K - $93.8K
|
5.96K
$973K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
484+ 33.15% |
$66.3K - $84.4K
|
1.94K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
441+ 28.64% |
$60.4K - $76.9K
|
1.98K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
406+ 150.93% |
$55.6K - $70.8K
|
675
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
362+ 16.41% |
$49.6K - $63.1K
|
2.57K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
345+ 22.91% |
$47.3K - $60.2K
|
1.85K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
333New |
$45.6K - $58.1K
|
333
$54.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
320+ 18.51% |
$43.8K - $55.8K
|
2.05K
$334K
|