Latest Institutional Purchases of Iqvia Holdings Inc. (IQV)
This list provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
351+ 10.28% |
$69.6K - $78.5K
|
3.77K
$831K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
350+ 26.24% |
$69.4K - $78.2K
|
1.68K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
316+ 3.98% |
$62.6K - $70.6K
|
8.25K
$1.82M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 4.11% |
$52.7K - $59.5K
|
6.74K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
258+ 17.09% |
$51.1K - $57.7K
|
1.77K
$390K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
251+ 19.0% |
$49.7K - $56.1K
|
1.57K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
236+ 4.69% |
$46.8K - $52.8K
|
5.27K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
209New |
$41.4K - $46.7K
|
209
$46.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 6.02% |
$39.6K - $44.7K
|
3.52K
$777K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
187+ 3.33% |
$37.1K - $41.8K
|
5.81K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
174+ 8.84% |
$34.5K - $38.9K
|
2.14K
$473K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
158+ 6.97% |
$31.3K - $35.3K
|
2.42K
$535K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
153+ 1912.5% |
$30.3K - $34.2K
|
161
$35.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
146+ 0.82% |
$28.9K - $32.6K
|
18K
$3.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
144+ 1.74% |
$28.5K - $32.2K
|
8.4K
$1.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
116+ 17.34% |
$23K - $25.9K
|
785
$173K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
111New |
$22K - $24.8K
|
111
$24.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107+ 3.96% |
$21.2K - $23.9K
|
2.81K
$619K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 24.31% |
$20.8K - $23.5K
|
537
$118K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
94+ 8.47% |
$18.6K - $21K
|
1.2K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
94+ 14.4% |
$18.6K - $21K
|
747
$165K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
89+ 12.01% |
$17.6K - $19.9K
|
830
$183K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
84New |
$16.6K - $18.8K
|
84
$18.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
63+ 2.2% |
$12.5K - $14.1K
|
2.93K
$647K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 871.43% |
$12.1K - $13.6K
|
68
$15K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
58+ 3.3% |
$11.5K - $13K
|
1.81K
$400K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 51.52% |
$6.74K - $7.6K
|
100
$22.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 24.41% |
$6.14K - $6.93K
|
158
$34.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
30+ 0.51% |
$5.95K - $6.71K
|
5.94K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20New |
$3.96K - $4.47K
|
20
$4.41K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 58.06% |
$3.57K - $4.02K
|
49
$10.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
16New |
$3.17K - $3.58K
|
16
$3.53K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
12+ 0.99% |
$2.38K - $2.68K
|
1.22K
$270K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11New |
$2.18K - $2.46K
|
11
$2.43K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.89% |
$1.98K - $2.24K
|
1.14K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 90.91% |
$1.98K - $2.24K
|
21
$4.63K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9New |
$1.78K - $2.01K
|
9
$1.99K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.63% |
$1.59K - $1.79K
|
1.27K
$281K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 4.08% |
$1.19K - $1.34K
|
153
$33.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
6+ 0.52% |
$1.19K - $1.34K
|
1.16K
$255K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 300.0% |
$1.19K - $1.34K
|
8
$1.76K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 41.67% |
$991 - $1.12K
|
17
$3.75K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.76% |
$991 - $1.12K
|
659
$145K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 11.11% |
$793 - $894
|
40
$8.82K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4New |
$793 - $894
|
4
$882
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 11.11% |
$396 - $447
|
20
$4.41K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.11% |
$396 - $447
|
1.77K
$391K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 28.57% |
$396 - $447
|
9
$1.99K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 12.5% |
$198 - $224
|
9
$1.99K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 5.56% |
$198 - $224
|
19
$4.19K
|
|