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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
144
shares
|
$31,767
0.0% of portfolio
|
Q3 2025
Added 1340.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
141
shares
|
$31,106
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
136
shares
|
$30,002
0.01% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
122
shares
|
$26,914
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
121
shares
|
$26,693
0.0% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
120
shares
|
$26,473
0.02% of portfolio
|
Q2 2025
Added 34.83%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
118
shares
|
$26,031
0.0% of portfolio
|
Q3 2025
Added 57.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
118
shares
|
$26,031
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
118
shares
|
$26,031
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
115
shares
|
$25,370
0.0% of portfolio
|
Q3 2022
Reduced 47.49%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
115
shares
|
$25,370
0.0% of portfolio
|
Q3 2025
Reduced 40.1%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
111
shares
|
$24,487
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
109
shares
|
$24,046
0.0% of portfolio
|
Q2 2025
Reduced 67.56%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
102
shares
|
$22,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
101
shares
|
$22,281
0.0% of portfolio
|
Q3 2022
Added 16.09%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$22,061
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$22,061
0.0% of portfolio
|
Q3 2025
Added 47.06%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$22,061
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
100
shares
|
$22,061
0.0% of portfolio
|
Q4 2025
Added 51.52%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
100
shares
|
$22,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
100
shares
|
$22,061
0.02% of portfolio
|
Q4 2025
Reduced 90.91%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
98
shares
|
$21,619
0.0% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$21,399
0.01% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
89
shares
|
$19,634
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
84
shares
|
$18,531
0.05% of portfolio
|
Q3 2025
New holding
|
|