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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
2,048
shares
|
$451,809
0.03% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,041
shares
|
$450,265
0.01% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,032
shares
|
$448,279
0.03% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,011
shares
|
$443,646
0.02% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,980
shares
|
$436,807
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,962
shares
|
$432,836
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,948
shares
|
$429,748
0.0% of portfolio
|
Q3 2025
Added 69.83%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
1,929
shares
|
$425,556
0.03% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,923
shares
|
$424,233
0.02% of portfolio
|
Q3 2025
Added 15.08%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,920
shares
|
$423,571
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
1,919
shares
|
$423,350
0.03% of portfolio
|
Q3 2025
Reduced 60.63%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,917
shares
|
$422,909
0.06% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
1,900
shares
|
$419,159
0.05% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,895
shares
|
$418,055
0.0% of portfolio
|
Q3 2025
Reduced 35.48%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,883
shares
|
$415,408
0.02% of portfolio
|
Q3 2025
Reduced 30.1%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,874
shares
|
$413,423
0.01% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,873
shares
|
$413,202
0.17% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,867
shares
|
$411,878
0.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
1,862
shares
|
$410,775
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,857
shares
|
$409,672
0.14% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,854
shares
|
$409,010
0.01% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,851
shares
|
$408,349
0.01% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
1,842
shares
|
$406,363
0.04% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,832
shares
|
$404,157
0.09% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
1,814
shares
|
$400,186
0.07% of portfolio
|
Q4 2025
Added 3.3%
|
|