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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
19
shares
|
$4,191
0.0% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
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
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
17
shares
|
$3,750
0.0% of portfolio
|
Q4 2025
Added 41.67%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
17
shares
|
$3,750
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
17
shares
|
$3,750
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
16
shares
|
$3,529
0.0% of portfolio
|
Q4 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%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
12
shares
|
$2,647
0.0% of portfolio
|
Q4 2025
Reduced 55.56%
|
|
|
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
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
11
shares
|
$2,426
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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
|
Jan 16, 2026 Q4 2025 |
10
shares
|
$2,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
10
shares
|
$2,206
0.0% of portfolio
|
Q4 2025
Added 11.11%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
9
shares
|
$1,985
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
9
shares
|
$1,985
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
9
shares
|
$1,985
0.0% of portfolio
|
Q4 2025
Added 28.57%
|
|