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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
84
shares
|
$18,531
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
81
shares
|
$17,869
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
78
shares
|
$17,207
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$16,545
0.0% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
74
shares
|
$16,325
0.0% of portfolio
|
Q2 2023
Added 37.04%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
72
shares
|
$15,883
0.0% of portfolio
|
Q3 2025
Reduced 70.37%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
71
shares
|
$15,663
0.01% of portfolio
|
Q3 2023
Added 16.39%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
69
shares
|
$15,222
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
68
shares
|
$15,001
0.0% of portfolio
|
Q4 2025
Added 871.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
68
shares
|
$15,001
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
66
shares
|
$14,560
0.0% of portfolio
|
Q3 2025
Added 106.25%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
65
shares
|
$14,339
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
65
shares
|
$14,339
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
65
shares
|
$14,339
0.01% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
60
shares
|
$13,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
57
shares
|
$12,574
0.0% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
55
shares
|
$12,133
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
55
shares
|
$12,133
0.0% of portfolio
|
Q2 2025
Added 1733.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
54
shares
|
$11,912
0.0% of portfolio
|
Q3 2025
Added 92.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
53
shares
|
$11,692
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
53
shares
|
$11,692
0.0% of portfolio
|
Q4 2025
Reduced 5.36%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
50
shares
|
$11,030
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
50
shares
|
$11,030
0.08% of portfolio
|
Q3 2025
Reduced 98.08%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$11,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
49
shares
|
$10,809
0.0% of portfolio
|
Q3 2025
Reduced 31.94%
|
|