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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
16
shares
|
$2,966
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
16
shares
|
$2,966
0.0% of portfolio
|
Q4 2024
Reduced 67.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
15
shares
|
$2,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
14
shares
|
$2,595
0.0% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$2,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
12
shares
|
$2,225
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$2,039
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,039
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$2,039
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
11
shares
|
$2,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
11
shares
|
$2,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$1,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
8
shares
|
$1,483
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
8
shares
|
$1,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$1,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6
shares
|
$1,112
0.0% of portfolio
|
Q4 2024
Reduced 91.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$1,112
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6
shares
|
$1,112
0.0% of portfolio
|
Q1 2021
New holding
|