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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
785
shares
|
$173,178
0.01% of portfolio
|
Q4 2025
Added 17.34%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
749
shares
|
$165,236
0.0% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
747
shares
|
$164,795
0.05% of portfolio
|
Q4 2025
Added 14.4%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
736
shares
|
$162,368
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
717
shares
|
$158,177
0.01% of portfolio
|
Q3 2025
Added 54.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
691
shares
|
$152,441
0.01% of portfolio
|
Q2 2020
Added 3.32%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
662
shares
|
$146,043
0.01% of portfolio
|
Q3 2025
Reduced 86.89%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
659
shares
|
$145,381
0.02% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
652
shares
|
$143,837
0.04% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
643
shares
|
$141,852
0.01% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
641
shares
|
$141,411
0.15% of portfolio
|
Q2 2022
Reduced 2.29%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
605
shares
|
$133,469
0.07% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
576
shares
|
$127,071
0.09% of portfolio
|
Q2 2022
Reduced 12.59%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
576
shares
|
$127,071
0.07% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
556
shares
|
$122,659
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
537
shares
|
$118,467
0.0% of portfolio
|
Q4 2025
Added 24.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
533
shares
|
$117,585
0.01% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
521
shares
|
$114,937
0.0% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
498
shares
|
$109,863
0.06% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
490
shares
|
$108,098
0.07% of portfolio
|
Q1 2022
Reduced 7.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
481
shares
|
$106,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
471
shares
|
$103,907
0.05% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
466
shares
|
$102,804
0.05% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
455
shares
|
$100,377
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
451
shares
|
$99,495
0.0% of portfolio
|
Q2 2025
Added 136.13%
|
|