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 1,170 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
3,733
shares
|
$823,537
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,728
shares
|
$822,434
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$816,257
0.17% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,690
shares
|
$814,050
0.01% of portfolio
|
Q3 2025
Reduced 24.76%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
3,625
shares
|
$799,711
0.15% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,580
shares
|
$789,783
0.01% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
3,524
shares
|
$777,429
0.01% of portfolio
|
Q4 2025
Added 6.02%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,501
shares
|
$772,355
0.0% of portfolio
|
Q3 2025
Added 32.41%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
3,500
shares
|
$772,135
0.06% of portfolio
|
Q3 2025
Reduced 56.25%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
3,457
shares
|
$762,648
0.07% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
3,448
shares
|
$760,663
0.05% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,440
shares
|
$758,898
0.03% of portfolio
|
Q3 2025
Added 1628.64%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,425
shares
|
$755,589
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
3,419
shares
|
$754,265
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
3,394
shares
|
$748,750
0.39% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,368
shares
|
$743,014
0.12% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,349
shares
|
$738,822
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
3,342
shares
|
$737,278
0.49% of portfolio
|
Q2 2025
Reduced 79.5%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,332
shares
|
$735,072
0.19% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,319
shares
|
$732,204
0.02% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,279
shares
|
$723,380
0.07% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,268
shares
|
$720,953
0.02% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,254
shares
|
$717,864
0.02% of portfolio
|
Q3 2025
Added 569.55%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,121
shares
|
$688,523
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,085
shares
|
$680,581
0.09% of portfolio
|
Q3 2025
Added 59.51%
|
|