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 1,110 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
2,067
shares
|
$364,412
0.01% of portfolio
|
Q4 2024
Added 53.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,063
shares
|
$363,706
0.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
2,024
shares
|
$356,831
0.02% of portfolio
|
Q4 2024
Reduced 51.73%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,023
shares
|
$356,654
0.32% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,020
shares
|
$356,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,011
shares
|
$354,539
0.02% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
2,001
shares
|
$352,776
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$352,600
0.11% of portfolio
|
Q1 2024
Added 10.5%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,998
shares
|
$352,247
0.09% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,995
shares
|
$351,718
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
1,989
shares
|
$350,660
0.04% of portfolio
|
Q4 2024
Reduced 90.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,962
shares
|
$345,900
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,956
shares
|
$344,842
0.14% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,920
shares
|
$338,496
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
1,914
shares
|
$337,438
0.01% of portfolio
|
Q4 2024
Reduced 93.88%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
1,900
shares
|
$334,970
0.06% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,877
shares
|
$330,915
0.04% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,864
shares
|
$328,623
0.31% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
1,861
shares
|
$328,094
0.18% of portfolio
|
Q2 2024
Added 93.65%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,860
shares
|
$327,918
0.11% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,855
shares
|
$327,036
0.01% of portfolio
|
Q4 2024
Added 46.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,839
shares
|
$324,215
0.02% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,835
shares
|
$323,510
0.06% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,830
shares
|
$322,629
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,819
shares
|
$320,689
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|