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IQVIA (IQV) Institutional Ownership

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$197.25 -0.41 (-0.21%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for IQVIA (NYSE:IQV)

Current
Institutional Ownership
Percentage
89.62%
Number of
Institutional Buyers
(last 12 months)
549
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
404
Total
Institutional Outflows
(last 12 months)
$2.59B
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IQV Institutional Buying and Selling by Quarter

IQVIA Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Veracity Capital LLC1,266$249K0.1%-3.9%0.001%
1/17/2025IVC Wealth Advisors LLC2,269$446K0.2%-8.4%0.001%
1/17/2025Inspire Investing LLC17,791$3.50M0.4%-4.8%0.010%
1/17/2025Raleigh Capital Management Inc.374$73K0.0%-77.8%0.000%
1/17/2025Mutual Advisors LLC1,689$334K0.0%+14.8%0.001%
1/17/2025Janney Montgomery Scott LLC36,512$7.18M0.0%+3.3%0.020%
1/17/2025SG Americas Securities LLC19,050$3.74M0.0%-71.9%0.010%
1/17/2025Kelleher Financial Advisors2,625$516K0.2%-27.5%0.001%
1/17/2025Advisory Alpha LLC3,189$627K0.0%+18.2%0.002%
1/17/2025Nisa Investment Advisors LLC10,835$2.13M0.0%-4.5%0.006%
1/17/2025Aspire Private Capital LLC1,368$269K0.1%-69.6%0.001%
1/17/2025Howard Capital Management Group LLC121,894$23.95M1.6%+1.5%0.067%
1/17/2025Clear Harbor Asset Management LLC6,262$1.23M0.1%+57.8%0.003%
1/16/2025Crossmark Global Holdings Inc.14,362$2.82M0.1%+17.9%0.008%
1/16/2025Addenda Capital Inc.48,662$9.56M0.4%+7.8%0.027%
1/16/2025Harbor Investment Advisory LLC1,286$253K0.0%+4.7%0.001%
1/16/2025MassMutual Private Wealth & Trust FSB1,172$230K0.0%+16.8%0.001%
1/16/2025UMB Bank n.a.401$79K0.0%+72.8%0.000%
1/16/2025Client 1ST Advisory Group LLC3,122$614K0.2%N/A0.002%
1/16/2025Liberty One Investment Management LLC3,143$618K0.1%+4.8%0.002%
1/15/2025 HF Advisory Group LLC9,892$1.94M0.9%+32.4%0.005%
1/15/2025 Bowman & Co S.C.4,712$926K0.5%-12.8%0.003%
1/15/2025 Smith Salley Wealth Management11,106$2.18M0.1%+6.9%0.006%
1/15/2025 HB Wealth Management LLC3,127$614K0.0%-22.1%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.4,255$836K0.0%-40.6%0.002%
1/15/2025 Merit Financial Group LLC4,293$844K0.0%+32.8%0.002%
1/15/2025 Avanza Fonder AB13,971$2.75M0.1%N/A0.008%
1/15/2025 Everpar Advisors LLC1,515$298K0.2%-4.8%0.001%
1/15/2025 Central Valley Advisors LLC6,871$1.35M0.6%+12.3%0.004%
1/15/2025 Cypress Wealth Services LLC1,243$244K0.0%+4.8%0.001%
1/14/2025 Sendero Wealth Management LLC45,221$8.89M1.3%+25.4%0.025%
1/14/2025 Laurel Wealth Advisors LLC4,572$898K0.1%+3.2%0.003%
1/14/2025 Park Avenue Securities LLC3,863$759K0.0%-2.5%0.002%
1/14/2025 Assenagon Asset Management S.A.255,602$50.23M0.1%-18.7%0.141%
1/14/2025 Fifth Third Wealth Advisors LLC1,839$361K0.0%+26.1%0.001%
1/14/2025 Community Trust & Investment Co.77,240$15.18M0.9%+4.9%0.043%
1/13/2025 Cullen Investment Group LTD.20,575$4.04M0.6%+1.3%0.011%
1/13/2025 Pallas Capital Advisors LLC1,519$298K0.0%N/A0.001%
1/13/2025 Eastern Bank59,042$11.60M0.2%-1.9%0.033%
1/13/2025 Claro Advisors LLC1,429$281K0.0%N/A0.001%
1/13/2025 Wedmont Private Capital1,538$313K0.0%-24.7%0.001%
1/13/2025 Aprio Wealth Management LLC1,255$247K0.0%-18.9%0.001%
1/13/2025 Czech National Bank37,386$7.35M0.1%+6.0%0.021%
1/10/2025 Wealth Enhancement Advisory Services LLC5,434$1.07M0.0%+1.0%0.003%
1/8/2025 First Hawaiian Bank3,535$695K0.0%-25.2%0.002%
1/8/2025 Fulton Bank N.A.2,605$512K0.0%-47.6%0.001%
1/8/2025 Peoples Bank KS252$50K0.0%-16.6%0.000%
1/7/2025 Diversified Trust Co2,922$574K0.0%-2.6%0.002%
1/6/2025 Nordea Investment Management AB1,405,281$277.91M0.3%+47.4%0.774%
1/3/2025 Everence Capital Management Inc.2,920$574K0.0%-48.8%0.002%
1/3/2025 GAMMA Investing LLC1,406$276K0.0%+27.7%0.001%
1/3/2025 Versant Capital Management Inc295$58K0.0%+46.0%0.000%
12/26/2024JPMorgan Chase & Co.1,845,711$437.38M0.0%+46.2%1.017%
12/19/2024Principal Financial Group Inc.209,021$49.53M0.0%+0.8%0.115%
12/13/2024B. Riley Wealth Advisors Inc.2,786$653K0.0%-12.8%0.002%
12/6/2024Logan Capital Management Inc.35,379$8.38M0.3%-0.9%0.019%
12/6/2024Retirement Systems of Alabama37,828$8.96M0.0%-5.9%0.021%
12/3/2024Oddo BHF Asset Management Sas11,695$2.77M0.1%N/A0.006%
11/27/2024Franklin Resources Inc.501,807$117.03M0.0%+1.2%0.276%
11/25/2024Tidal Investments LLC5,980$1.42M0.0%+9.3%0.003%
11/25/2024Wilmington Savings Fund Society FSB9,747$2.31M0.0%N/A0.005%
11/25/2024Arvest Bank Trust Division88,953$21.08M1.2%N/A0.049%
11/25/2024World Investment Advisors LLC61,749$14.63M0.4%N/A0.034%
11/25/2024Sanctuary Advisors LLC5,498$1.30M0.0%+60.8%0.003%
11/25/2024Pine Valley Investments Ltd Liability Co9,481$2.25M0.1%+0.5%0.005%
11/20/2024Virtu Financial LLC5,300$1.26M0.1%-66.0%0.003%
11/19/2024Citizens Business Bank11,089$2.63M0.5%-0.6%0.006%
11/19/2024Unigestion Holding SA2,199$521K0.0%N/A0.001%
11/18/2024TD Private Client Wealth LLC1,031$244K0.0%+8.4%0.001%
11/18/2024Teachers Retirement System of The State of Kentucky13,215$3.13M0.0%-9.7%0.007%
11/18/2024Toronto Dominion Bank60,416$14.32M0.0%+11.3%0.033%
11/18/2024Neo Ivy Capital Management1,980$470K0.2%N/A0.001%
11/18/2024Brown Financial Advisors3,432$813K0.3%+13.0%0.002%
11/18/2024Coldstream Capital Management Inc.3,477$815K0.0%+14.3%0.002%
11/16/2024Geode Capital Management LLC4,097,543$967.59M0.1%-2.9%2.258%
11/15/2024MidWestOne Financial Group Inc.4,786$1.13M0.2%+5.1%0.003%
11/15/2024Vestcor Inc6,620$1.57M0.0%-3.6%0.004%
11/15/2024M&T Bank Corp69,410$16.45M0.1%-27.1%0.038%
11/15/2024Continuum Advisory LLC1,739$412K0.1%+13.1%0.001%
11/15/2024LRI Investments LLC23,823$5.65M0.5%+3,542.7%0.013%
11/15/2024Geller Advisors LLC1,397$331K0.0%-5.4%0.001%
11/15/2024Drucker Wealth 3.0 LLC9,260$2.19M0.5%+1.4%0.005%
11/15/2024Public Employees Retirement System of Ohio65,474$15.52M0.1%-5.7%0.036%
11/15/2024Nomura Asset Management Co. Ltd.54,164$12.84M0.0%+7.7%0.030%
11/15/2024Y Intercept Hong Kong Ltd14,950$3.54M0.2%+1.8%0.008%
11/15/2024MML Investors Services LLC134,396$31.85M0.1%+6.3%0.074%
11/15/2024Tenere Capital LLC62,859$14.90M4.0%N/A0.035%
11/15/2024Orion Portfolio Solutions LLC16,319$3.87M0.1%+2.3%0.009%
11/15/2024XTX Topco Ltd7,809$1.85M0.1%-17.7%0.004%
11/15/2024Zacks Investment Management1,574$373K0.0%-9.8%0.001%
11/15/2024iSAM Funds UK Ltd2,576$610K0.3%+28.3%0.001%
11/15/2024National Bank of Canada FI181,423$42.99M0.1%+245.0%0.100%
11/15/2024iA Global Asset Management Inc.21,612$5.12M0.1%-92.4%0.012%
11/15/2024Kovitz Investment Group Partners LLC14,793$3.51M0.0%-17.0%0.008%
11/15/2024Voya Financial Advisors Inc.12,272$2.88M0.3%+0.6%0.007%
11/15/2024Wellington Management Group LLP8,685$2.06M0.0%-99.5%0.005%
11/15/2024Worldquant Millennium Advisors LLC14,380$3.41M0.0%-88.6%0.008%
11/15/2024Weiss Asset Management LP28,864$6.84M0.2%N/A0.016%
11/15/2024Two Sigma Advisers LP108,600$25.74M0.1%+206.8%0.060%
11/15/2024State Street Corp7,764,688$1.84B0.1%-3.3%4.278%
(Data available from 1/1/2016 forward)

IQV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IQV shares?

During the previous two years, 1,034 institutional investors and hedge funds held shares of IQVIA. The most heavily invested institutionals were Vanguard Group Inc. ($5.33B), BlackRock Inc. ($3.50B), State Street Corp ($1.84B), Alliancebernstein L.P. ($1.02B), Geode Capital Management LLC ($967.59M), Lazard Asset Management LLC ($825.42M), and Morgan Stanley ($733.15M).Learn more on IQV's institutional investors.

What percentage of IQVIA stock is owned by institutional investors?

89.62% of IQVIA stock is owned by institutional investors. Learn more on IQV's institutional investor holdings.

Which institutional investors have been buying IQVIA stock?

Of the 850 institutional investors that purchased IQVIA stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($57.57M), FMR LLC ($1.92M), JPMorgan Chase & Co. ($1.68M), Norges Bank ($1.66M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($1.60M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($960.56K), and AMF Tjanstepension AB ($855.11K).

How much institutional buying is happening at IQVIA?

Institutional investors have bought a total of 91,186,353 shares in the last 24 months. This purchase volume represents approximately $20.29B in transactions.

Which IQVIA major shareholders have been selling company stock?

Of the 629 institutional investors that sold IQVIA stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($36.52M), Wellington Management Group LLP ($1.71M), Winslow Capital Management LLC ($1.40M), FMR LLC ($1.25M), AMF Tjanstepension AB ($1.17M), Vanguard Group Inc. ($1.08M), and Ameriprise Financial Inc. ($876.45K).

How much institutional selling is happening at IQVIA?

Institutional investors have sold a total of 62,739,422 shares in the last 24 months. This volume of shares sold represents approximately $13.89B in transactions.


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This page (NYSE:IQV) was last updated on 1/18/2025 by MarketBeat.com Staff
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