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 1,107 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
125
shares
|
$23,177
0.0% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
121
shares
|
$22,435
0.0% of portfolio
|
Q4 2024
Reduced 34.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
120
shares
|
$22,250
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
119
shares
|
$22,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
118
shares
|
$21,879
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
116
shares
|
$21,508
0.02% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
115
shares
|
$21,323
0.0% of portfolio
|
Q3 2022
Reduced 47.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
115
shares
|
$21,323
0.0% of portfolio
|
Q1 2024
Reduced 21.77%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
111
shares
|
$20,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
108
shares
|
$20,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
104
shares
|
$19,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
101
shares
|
$18,727
0.0% of portfolio
|
Q3 2022
Added 16.09%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$18,542
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
100
shares
|
$18,542
0.0% of portfolio
|
Q1 2019
Reduced 66.67%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
100
shares
|
$18,542
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$17,985
0.01% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
96
shares
|
$17,800
0.0% of portfolio
|
Q4 2024
Reduced 99.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
91
shares
|
$16,873
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
90
shares
|
$16,687
0.0% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
89
shares
|
$16,502
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
83
shares
|
$15,389
0.01% of portfolio
|
Q4 2024
Added 822.22%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
81
shares
|
$15,019
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
74
shares
|
$13,721
0.0% of portfolio
|
Q2 2023
Added 37.04%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
72
shares
|
$13,350
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$13,350
0.01% of portfolio
|
Q4 2024
Reduced 98.76%
|