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 1,146 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
20
shares
|
$4,412
0.0% of portfolio
|
Q3 2025
Reduced 90.87%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
19
shares
|
$4,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
18
shares
|
$3,970
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
18
shares
|
$3,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
18
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
18
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
17
shares
|
$3,750
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$3,750
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,426
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$2,426
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$2,426
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
11
shares
|
$2,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
10
shares
|
$2,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
9
shares
|
$1,985
0.0% of portfolio
|
Q3 2025
Reduced 70.0%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$1,764
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|