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 1,106 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
Reduced 91.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$1,208
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6
shares
|
$1,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6
shares
|
$1,208
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
6
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,208
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
5
shares
|
$1,006
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
5
shares
|
$1,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q3 2024
Reduced 69.23%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q1 2024
Reduced 93.65%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4
shares
|
$805
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3
shares
|
$604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$402
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2
shares
|
$402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$201
0.0% of portfolio
|
Q2 2022
Reduced 66.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$201
0.03% of portfolio
|
Q4 2024
Reduced 99.97%
|