IQVIA (IQV) Institutional Ownership

$231.18
-3.82 (-1.63%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for IQVIA (NYSE:IQV)

Current
Institutional Ownership
Percentage
89.62%
Number of
Institutional Buyers
(last 12 months)
565
Total
Institutional Inflows
(last 12 months)
$17.09B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$11.14B
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IQV Institutional Buying and Selling by Quarter

IQVIA Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Plato Investment Management Ltd4,108$1.04M0.1%+12,737.5%0.002%
5/17/2024 iA Global Asset Management Inc.303,037$76.64M0.9%-3.4%0.166%
5/17/2024 Semmax Financial Advisors Inc.14,631$3.70M1.2%+14.8%0.008%
5/17/2024 Comerica Bank41,440$10.48M0.0%+2.9%0.023%
5/17/2024 Tidal Investments LLC7,637$1.93M0.0%+101.9%0.004%
5/16/2024 California State Teachers Retirement System300,804$76.07M0.1%+1.2%0.165%
5/16/2024 Meiji Yasuda Life Insurance Co1,810$458K0.0%+24.0%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.3,568$902K0.0%+13.9%0.002%
5/16/2024 Fairbanks Capital Management Inc.5,319$1.35M0.9%-0.9%0.003%
5/16/2024 2Xideas AG205,621$52.00M6.4%-23.4%0.113%
5/16/2024 Janus Henderson Group PLC160,689$40.63M0.0%-2.7%0.088%
5/16/2024 Bayberry Capital Partners LP105,000$26.55M5.0%-23.2%0.058%
5/16/2024 Silvercrest Asset Management Group LLC7,216$1.83M0.0%-35.9%0.004%
5/16/2024 Caxton Associates LP3,329$842K0.0%N/A0.002%
5/15/2024 SVB Wealth LLC30,713$7.77M0.2%-13.3%0.017%
5/15/2024 Mount Yale Investment Advisors LLC1,379$349K0.0%-3.9%0.001%
5/15/2024 Public Employees Retirement System of Ohio83,007$20.99M0.1%-11.1%0.046%
5/15/2024 Public Employees Retirement Association of Colorado222,894$56.37M0.2%-2.0%0.122%
5/15/2024 Bellevue Group AG8,336$2.11M0.0%+0.9%0.005%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund6,023$1.52M0.1%-7.7%0.003%
5/15/2024 Kentucky Retirement Systems13,860$3.51M0.1%-5.4%0.008%
5/15/2024 Price T Rowe Associates Inc. MD886,948$224.30M0.0%+7.3%0.487%
5/15/2024 BOKF NA16,006$3.98M0.1%-4.0%0.009%
5/15/2024 Magnetar Financial LLC8,168$2.07M0.0%N/A0.004%
5/15/2024 Lazard Asset Management LLC3,263,944$825.42M1.0%+0.9%1.791%
5/15/2024 LRI Investments LLC622$157K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.79,740$20.17M0.0%-46.7%0.044%
5/15/2024 Quadrature Capital Ltd13,309$3.37M0.1%N/A0.007%
5/15/2024 Gabelli Funds LLC1,160$293K0.0%-39.4%0.001%
5/15/2024 Stonebridge Capital Advisors LLC10,056$2.54M0.2%+5.5%0.006%
5/15/2024 Longview Partners Guernsey LTD2,523,205$638.09M4.1%-2.7%1.385%
5/14/2024 Canada Pension Plan Investment Board3,191,835$807.18M0.8%+6.4%1.752%
5/14/2024 Capital Research Global Investors2,138,802$540.88M0.1%+7.2%1.174%
5/14/2024 Toronto Dominion Bank55,659$14.08M0.0%-5.5%0.031%
5/14/2024 Advisors Asset Management Inc.1,298$328K0.0%+106.4%0.001%
5/14/2024 CreativeOne Wealth LLC2,800$708K0.0%-13.2%0.002%
5/14/2024 Forte Capital LLC ADV39,529$10.00M1.2%+5.0%0.022%
5/14/2024 LGT Group Foundation203,341$51.42M1.2%-14.6%0.112%
5/14/2024 Shell Asset Management Co.6,276$1.59M0.1%+28.0%0.003%
5/14/2024 Crewe Advisors LLC254$64K0.0%N/A0.000%
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5/14/2024 Titan Global Capital Management USA LLC19,437$4.92M0.8%-4.3%0.011%
5/14/2024 Natixis Investment Managers International5,920$1.50M0.1%+2.9%0.003%
5/14/2024 Natixis42,438$10.73M0.1%+472.9%0.023%
5/14/2024 Pitcairn Co.2,594$656K0.0%+6.1%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,929$994K0.0%+213.8%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co157,380$39.81M0.1%+5.0%0.086%
5/14/2024 American International Group Inc.49,821$12.60M0.0%-1.0%0.027%
5/14/2024 Lake Street Advisors Group LLC1,340$339K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.1,262,889$319.37M0.6%0.0%0.693%
5/13/2024 UniSuper Management Pty Ltd6,029$1.53M0.0%+253.0%0.003%
5/13/2024 O Shaughnessy Asset Management LLC7,501$1.90M0.0%+25.3%0.004%
5/13/2024 Ameritas Investment Partners Inc.1,974$499K0.0%-3.0%0.001%
5/11/2024 Resurgent Financial Advisors LLC1,559$394K0.2%+499.6%0.001%
5/11/2024 Covestor Ltd154$39K0.0%+45.3%0.000%
5/11/2024 Elevatus Welath Management33,750$8.54M3.4%N/A0.019%
5/11/2024 Ironsides Asset Advisors LLC2,000$506K0.2%+10.5%0.001%
5/10/2024 Osaic Holdings Inc.31,191$7.89M0.0%-36.5%0.017%
5/10/2024 Acadian Asset Management LLC3,360$849K0.0%-11.5%0.002%
5/10/2024 Vanguard Group Inc.21,068,261$5.33B0.1%0.0%11.563%
5/10/2024 Spirepoint Private Client LLC10,815$2.74M0.4%N/A0.006%
5/10/2024 Intech Investment Management LLC857$217K0.0%-53.0%0.000%
5/10/2024 Clearstead Trust LLC288$73K0.0%+323.5%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp94,821$23.98M0.1%-5.8%0.052%
5/10/2024 Pinkerton Retirement Specialists LLC11,073$2.80M0.5%-0.5%0.006%
5/10/2024 Banco Santander S.A.1,657$419K0.0%N/A0.001%
5/10/2024 Motco37,661$9.52M0.6%+3.7%0.021%
5/9/2024 Great Lakes Retirement Inc.2,393$605K0.1%+3.6%0.001%
5/9/2024 Trillium Asset Management LLC97,324$24.61M0.6%-4.9%0.053%
5/9/2024 ProVise Management Group LLC2,504$633K0.1%+8.0%0.001%
5/9/2024 Blair William & Co. IL3,744$947K0.0%-45.0%0.002%
5/9/2024 Orion Portfolio Solutions LLC50,413$12.75M0.1%+3.1%0.028%
5/9/2024 HBK Sorce Advisory LLC989$250K0.0%+10.9%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.2,510,685$634.93M0.9%+3.8%1.378%
5/9/2024 Angeles Wealth Management LLC1,527$386K0.0%+5.4%0.001%
5/9/2024 Jackson Square Partners LLC24,107$6.10M0.3%-7.2%0.013%
5/9/2024 State Board of Administration of Florida Retirement System205,061$51.86M0.1%+8.2%0.113%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.141,613$35.81M0.1%-29.5%0.078%
5/8/2024 Entropy Technologies LP7,899$2.00M0.2%+193.6%0.004%
5/8/2024 Edmond DE Rothschild Holding S.A.73,543$18.60M0.3%-5.7%0.040%
5/8/2024 Sheets Smith Wealth Management60,880$15.40M1.7%+19.7%0.033%
5/8/2024 Bleakley Financial Group LLC40,211$10.17M0.3%-17.2%0.022%
5/8/2024 Cantillon Capital Management LLC1,767,340$446.94M2.8%-2.0%0.970%
5/8/2024 ProShare Advisors LLC30,043$7.60M0.0%-2.0%0.016%
5/8/2024 US Bancorp DE16,497$4.17M0.0%-11.0%0.009%
5/8/2024 Russell Investments Group Ltd.89,694$22.68M0.0%+1.8%0.049%
5/8/2024 Washington Trust Advisors Inc.143,323$36.25M3.3%-2.1%0.079%
5/8/2024 Qsemble Capital Management LP1,562$395K0.1%-44.4%0.001%
5/8/2024 QRG Capital Management Inc.5,331$1.35M0.0%+9.3%0.003%
5/8/2024 Sustainable Growth Advisers LP1,614,905$408.39M1.7%-0.7%0.886%
5/8/2024 Tranquility Partners LLC16,685$4.22M1.6%+0.3%0.009%
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5/8/2024 New Republic Capital LLC1,073$271K0.2%-28.7%0.001%
5/8/2024 Inspire Investing LLC22,114$5.59M0.6%+13.8%0.012%
5/8/2024 Inspire Advisors LLC2,200$556K0.1%+11.8%0.001%
5/7/2024 Meeder Advisory Services Inc.3,148$796K0.1%+5.7%0.002%
5/7/2024 NorthRock Partners LLC921$233K0.0%N/A0.001%
5/7/2024 Fiduciary Family Office LLC2,194$555K0.2%+81.3%0.001%
5/7/2024 Sei Investments Co.57,887$14.64M0.0%+4.8%0.032%
5/7/2024 Chilton Capital Management LLC674$170K0.0%-98.7%0.000%
5/7/2024 Stonebrook Private Inc.3,339$844K0.2%+9.4%0.002%
5/7/2024 Concurrent Investment Advisors LLC4,867$1.23M0.0%-25.8%0.003%
(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, 1,005 institutional investors and hedge funds held shares of IQVIA. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($44.59B), Vanguard Group Inc. ($5.33B), BlackRock Inc. ($3.50B), State Street Corp ($1.90B), Alliancebernstein L.P. ($1.02B), Geode Capital Management LLC ($875.86M), and Lazard Asset Management LLC ($825.42M).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 856 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), Bishop Rock Capital L.P. ($4.02M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($2.23M), Norges Bank ($1.66M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($1.62M), JPMorgan Chase & Co. ($1.24M), and CIBC Private Wealth Group LLC ($1.20M).

How much institutional buying is happening at IQVIA?

Institutional investors have bought a total of 97,049,875 shares in the last 24 months. This purchase volume represents approximately $21.29B in transactions.

Which IQVIA major shareholders have been selling company stock?

Of the 624 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), FMR LLC ($3.36M), Winslow Capital Management LLC ($1.40M), Vanguard Group Inc. ($1.16M), Allianz Asset Management GmbH ($1.06M), Ameriprise Financial Inc. ($876.45K), and Boston Partners ($588.94K).

How much institutional selling is happening at IQVIA?

Institutional investors have sold a total of 66,170,922 shares in the last 24 months. This volume of shares sold represents approximately $14.43B in transactions.


This page (NYSE:IQV) was last updated on 5/19/2024 by MarketBeat.com Staff

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