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 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
236+ 4.69% |
$46.8K - $52.8K
|
5.27K
$1.16M
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
215+ 12.13% |
$42.6K - $48.1K
|
1.99K
$439K
|
|
|
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 27, 2026
Q4 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
162+ 2.57% |
$32.1K - $36.2K
|
6.46K
$1.43M
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
160+ 3.46% |
$31.7K - $35.8K
|
4.79K
$1.06M
|
|
|
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 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 72.82% |
$29.7K - $33.5K
|
356
$78.5K
|
|
|
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 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
BUY
|
- |
132+ 1.03% |
$26.2K - $29.5K
|
12.9K
$2.85M
|
|
|
Jan 29, 2026
Q4 2025
|
Middleton & CO Inc
|
BUY
|
- |
124+ 0.27% |
$24.6K - $27.7K
|
45.7K
$10.1M
|
|
|
Jan 30, 2026
Q4 2025
|
Activest Wealth Management
|
BUY
|
- |
118+ 590.0% |
$23.4K - $26.4K
|
138
$30.4K
|
|
|
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 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
108New |
$21.4K - $24.1K
|
108
$23.8K
|
|
|
Jan 30, 2026
Q4 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
107+ 14.92% |
$21.2K - $23.9K
|
824
$182K
|
|
|
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 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
86+ 1.39% |
$17K - $19.2K
|
6.27K
$1.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
84New |
$16.6K - $18.8K
|
84
$18.5K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
82New |
$16.2K - $18.3K
|
82
$18.1K
|
|
|
Jan 29, 2026
Q4 2025
|
Ares Financial Consulting, LLC
Calabasas, CA |
BUY
|
- |
76New |
$15.1K - $17K
|
76
$16.8K
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
BUY
|
- |
67+ 0.74% |
$13.3K - $15K
|
9.1K
$2.01M
|
|
|
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 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
29+ 0.08% |
$5.75K - $6.48K
|
36.7K
$8.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
20+ 4.4% |
$3.96K - $4.47K
|
475
$105K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20New |
$3.96K - $4.47K
|
20
$4.41K
|
|
|
Jan 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18New |
$3.57K - $4.02K
|
18
$3.97K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 58.06% |
$3.57K - $4.02K
|
49
$10.8K
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
BUY
|
- |
16+ 1.05% |
$3.17K - $3.58K
|
1.55K
$341K
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
16New |
$3.17K - $3.58K
|
16
$3.53K
|
|
|
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
|
|