Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.06K- 9.87% |
$167K - $212K
|
9.65K
$2.13M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 8.64% |
$110K - $141K
|
7.4K
$1.63M
|
|
|
Dec 05, 2025
Q3 2025
|
Lynwood Price Capital Management LP
Austin, TX |
SELL
|
- |
-25.1K- 47.25% |
$3.95M - $5.04M
|
28K
$6.18M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.37% |
$946 - $1.2K
|
1.64K
$361K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
667+ 68.76% |
$105K - $134K
|
1.64K
$361K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.98KNew |
$312K - $398K
|
1.98K
$437K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
100New |
$15.8K - $20.1K
|
100
$22.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
41New |
$6.46K - $8.23K
|
41
$9.05K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 92.86% |
$4.1K - $5.22K
|
54
$11.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.32M- 98.24% |
$207M - $264M
|
23.6K
$5.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.6K- 1.02% |
$2.15M - $2.73M
|
1.32M
$291M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-171- 70.37% |
$27K - $34.3K
|
72
$15.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.68K- 88.48% |
$1.21M - $1.54M
|
1K
$221K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.01K+ 74.01% |
$474K - $604K
|
7.07K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-565- 70.01% |
$89.1K - $113K
|
242
$53.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
446+ 2.33% |
$70.3K - $89.6K
|
19.6K
$4.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
116+ 1.03% |
$18.3K - $23.3K
|
11.4K
$2.52M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.29K+ 38.28% |
$204K - $260K
|
4.67K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.15K+ 17.91% |
$655K - $834K
|
27.3K
$6.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$4.89K - $6.23K
|
31
$6.84K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$190K - $242K
|
1.2K
$266K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.2K- 4.95% |
$820K - $1.04M
|
99.9K
$22M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-96- 1.64% |
$15.1K - $19.3K
|
5.74K
$1.27M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$3.59M - $4.58M
|
22.8K
$5.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-568- 0.41% |
$89.6K - $114K
|
139K
$30.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
5New |
$788 - $1K
|
5
$1.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-116- 3.3% |
$18.3K - $23.3K
|
3.39K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.66K- 11.35% |
$578K - $736K
|
28.6K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48K- 2.08% |
$233K - $297K
|
69.6K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-375K- 87.16% |
$59.1M - $75.2M
|
55.2K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.77K+ 569.55% |
$436K - $556K
|
3.25K
$718K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.69K+ 1.78% |
$267K - $340K
|
96.8K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-25- 1.01% |
$3.94K - $5.02K
|
2.46K
$542K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.81K+ 87.63% |
$601K - $765K
|
8.16K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-42- 0.79% |
$6.62K - $8.43K
|
5.27K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
252+ 15.08% |
$39.7K - $50.6K
|
1.92K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.07K+ 15.42% |
$168K - $214K
|
7.98K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
158New |
$24.9K - $31.7K
|
158
$34.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Integral Health Asset Management, LLC
|
BUY
|
- |
45KNew |
$7.1M - $9.04M
|
45K
$9.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 6.9% |
$2.56M - $3.26M
|
252K
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-44.2K- 90.8% |
$6.97M - $8.88M
|
4.48K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-5.79K- 51.73% |
$913K - $1.16M
|
5.4K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
4.39K+ 46.39% |
$692K - $881K
|
13.8K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 6.38% |
$473 - $602
|
44
$9.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
252+ 0.29% |
$39.7K - $50.6K
|
87.4K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
3K+ 1.34% |
$473K - $602K
|
227K
$50.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.2KNew |
$2.08M - $2.65M
|
13.2K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-12.4K- 19.75% |
$1.96M - $2.49M
|
50.5K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-75.9K- 1.0% |
$12M - $15.2M
|
7.55M
$1.67B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-822K- 99.45% |
$130M - $165M
|
4.53K
$1M
|
|