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IQVIA (IQV) Institutional Ownership

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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)
584
Total
Institutional Inflows
(last 12 months)
$17.45B
Number of
Institutional Sellers
(last 12 months)
450
Total
Institutional Outflows
(last 12 months)
$11.34B
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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
4/30/2024Arkadios Wealth Advisors946$239K0.0%-7.1%0.001%
4/30/2024Caprock Group LLC2,158$546K0.0%+75.9%0.001%
4/30/2024Perigon Wealth Management LLC2,942$744K0.0%-3.4%0.002%
4/30/2024Hutchens & Kramer Investment Management Group LLC4,182$1.04M0.6%-5.7%0.002%
4/30/2024OFI Invest Asset Management501$117K0.0%-99.7%0.000%
4/30/2024 Allspring Global Investments Holdings LLC170,451$43.11M0.1%+3.2%0.094%
4/29/2024Commonwealth Equity Services LLC23,856$6.03M0.0%+6.9%0.013%
4/29/2024Mcdaniel Terry & Co.852$215K0.0%N/A0.000%
4/29/2024Greenleaf Trust3,212$812K0.0%+1.8%0.002%
4/29/2024Principal Financial Group Inc.218,839$55.34M0.0%+0.7%0.121%
4/29/2024Benjamin F. Edwards & Company Inc.2,335$590K0.0%+5.6%0.001%
4/29/2024Heritage Investors Management Corp70,848$17.92M0.6%+0.6%0.039%
4/29/2024Phillips Wealth Planners LLC1,008$255K0.3%N/A0.001%
4/29/2024Tower Bridge Advisors81,876$20.71M2.1%-27.3%0.045%
4/29/2024Mn Services Vermogensbeheer B.V.73,800$18.66M0.1%-14.8%0.041%
4/29/2024Nichols & Pratt Advisers LLP MA100,714$25.42M1.7%+6.0%0.055%
4/29/2024Marks Group Wealth Management Inc30,903$7.82M0.8%+0.3%0.017%
4/27/2024 Conning Inc.843$213K0.0%N/A0.000%
4/26/2024 Sterling Investment Counsel LLC1,346$340K0.2%+18.8%0.001%
4/26/2024 Securian Asset Management Inc.10,748$2.72M0.1%-7.4%0.006%
4/26/2024 McGuire Investment Group LLC61,751$15.62M2.3%-16.3%0.034%
4/26/2024 Yousif Capital Management LLC25,880$6.55M0.1%-2.5%0.014%
4/26/2024 ZWJ Investment Counsel Inc.2,254$570K0.0%N/A0.001%
4/26/2024 Sumitomo Life Insurance Co.9,639$2.44M0.1%-9.6%0.005%
4/26/2024 MONECO Advisors LLC9,136$2.31M0.4%N/A0.005%
4/26/2024 Financial Insights Inc.4,719$1.19M0.3%-7.3%0.003%
4/26/2024 Checchi Capital Advisers LLC1,568$397K0.0%+9.9%0.001%
4/25/2024 New York State Teachers Retirement System181,816$45.98M0.1%-4.3%0.100%
4/25/2024 Bank of New York Mellon Corp1,207,947$305.48M0.1%-6.5%0.666%
4/25/2024 Bridges Investment Management Inc.1,239$313K0.0%-9.8%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 71,810$18.16M0.1%-9.8%0.040%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund39,456$9.98M0.1%+3.4%0.022%
4/25/2024 Valeo Financial Advisors LLC2,090$503K0.0%-25.9%0.001%
4/25/2024 Telos Capital Management Inc.38,053$9.62M1.1%+3.1%0.021%
4/25/2024 Cambridge Investment Research Advisors Inc.21,641$5.47M0.0%+2.9%0.012%
4/24/2024 CENTRAL TRUST Co511$129K0.0%+29.4%0.000%
4/24/2024 V Square Quantitative Management LLC1,658$419K0.1%+80.2%0.001%
4/24/2024 Demars Financial Group LLC1,352$342K0.2%N/A0.001%
4/24/2024 Simplicity Wealth LLC40,193$10.16M0.2%N/A0.022%
4/24/2024 Archford Capital Strategies LLC10,725$2.71M0.5%-0.6%0.006%
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4/24/2024 NBT Bank N A NY6,996$1.77M0.1%+1.2%0.004%
4/24/2024 Spire Wealth Management749$189K0.0%-26.3%0.000%
4/24/2024 H&H Retirement Design & Management INC4,603$1.07M0.7%N/A0.003%
4/24/2024 E Fund Management Hong Kong Co. Ltd.382$97K0.1%N/A0.000%
4/23/2024 BSW Wealth Partners1,094$277K0.0%N/A0.001%
4/23/2024 Milestone Asset Management LLC1,492$377K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC9,986$2.53M0.1%+3.9%0.006%
4/23/2024 Louisiana State Employees Retirement System10,600$2.68M0.1%-4.5%0.006%
4/23/2024 Aquila Investment Management LLC8,000$2.02M1.7%+33.3%0.004%
4/23/2024 WASHINGTON TRUST Co107,501$27.19M1.0%+0.1%0.059%
4/23/2024 Amalgamated Bank39,608$10.02M0.1%-13.8%0.022%
4/23/2024 Gradient Investments LLC39,267$9.93M0.2%-2.1%0.022%
4/23/2024 New Mexico Educational Retirement Board9,200$2.33M0.1%-5.2%0.005%
4/23/2024 Fifth Third Bancorp5,742$1.45M0.0%-8.2%0.003%
4/23/2024 Wesbanco Bank Inc.14,674$3.71M0.1%N/A0.008%
4/23/2024 Summit Trail Advisors LLC1,538$389K0.0%+43.9%0.001%
4/23/2024 Regatta Capital Group LLC2,127$538K0.1%+3.0%0.001%
4/23/2024 Stablepoint Partners LLC4,871$1.23M0.2%+31.8%0.003%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,950$1.61M0.0%-24.3%0.004%
4/23/2024 Cigna Investments Inc. New1,917$485K0.1%-2.3%0.001%
4/23/2024 Strategic Blueprint LLC3,362$850K0.1%+12.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.500,126$126.48M0.2%-4.5%0.276%
4/23/2024 Paradiem LLC14,888$3.77M0.9%+29.6%0.008%
4/22/2024 Confluence Wealth Services Inc.1,700$430K0.0%+33.8%0.001%
4/22/2024 Cahaba Wealth Management Inc.906$229K0.0%-12.1%0.000%
4/22/2024 Byrne Asset Management LLC6,370$1.61M1.1%-0.9%0.004%
4/22/2024 HF Advisory Group LLC7,373$1.87M1.0%+5.7%0.004%
4/22/2024 Parsons Capital Management Inc. RI11,213$2.84M0.2%-3.5%0.006%
4/22/2024 Outlook Wealth Advisors LLC2,634$666K0.2%-6.2%0.001%
4/22/2024 Raymond James & Associates794,957$201.04M0.1%-4.7%0.438%
4/22/2024 Accordant Advisory Group Inc687$174K0.1%N/A0.000%
4/22/2024 EFG Asset Management Americas Corp.1,014$256K0.1%-32.6%0.001%
4/22/2024 IFM Investors Pty Ltd36,572$9.25M0.1%-1.8%0.020%
4/22/2024 Everpar Advisors LLC869$220K0.1%-13.1%0.000%
4/22/2024 Berry Wealth Group LP1,675$424K0.4%-27.1%0.001%
4/19/2024 Veracity Capital LLC1,712$433K0.2%-22.0%0.001%
4/19/2024 American National Bank & Trust Co. VA817$207K0.0%N/A0.000%
4/19/2024 Tran Capital Management L.P.157,146$39.74M4.4%-19.8%0.087%
4/19/2024 First Trust Direct Indexing L.P.9,299$2.35M0.2%+2.7%0.005%
4/19/2024 Financial Sense Advisors Inc.21,158$5.35M1.8%N/A0.012%
4/19/2024 Norden Group LLC2,781$703K0.0%N/A0.002%
4/19/2024 Arvest Investments Inc.10,001$2.53M0.4%-1.2%0.006%
4/19/2024 IVC Wealth Advisors LLC3,375$854K0.5%-2.9%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,013,710$256.36M0.2%-2.5%0.559%
4/19/2024 Handelsinvest Investeringsforvaltning3,975$1.01M0.5%-16.0%0.002%
4/18/2024 State of Michigan Retirement System49,994$12.64M0.1%-0.2%0.028%
4/18/2024 Allspring Global Investments Holdings LLC170,451$43.11M0.1%+3.2%0.094%
4/18/2024 Vaughan Nelson Investment Management L.P.247,926$62.70M0.6%+12.2%0.137%
4/18/2024 Citizens Business Bank11,434$2.89M0.6%-3.2%0.006%
4/18/2024 Optas LLC828$209K0.1%N/A0.000%
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4/17/2024 Deltec Asset Management LLC19,725$4.99M1.0%-10.3%0.011%
4/17/2024 Fiduciary Alliance LLC7,488$1.86M0.3%N/A0.004%
4/16/2024 Reliant Investment Management LLC19,060$4.82M2.3%+0.3%0.011%
4/16/2024 KRS Capital Management LLC1,765$446K0.4%-9.9%0.001%
4/16/2024 AMF Tjanstepension AB1,197,037$302.72M2.3%+9.4%0.660%
4/16/2024 Addenda Capital Inc.42,187$10.67M0.5%-4.9%0.023%
4/16/2024 Sendero Wealth Management LLC33,122$8.38M1.4%+0.7%0.018%
4/16/2024 Cypress Wealth Services LLC1,101$278K0.1%+5.3%0.001%
4/16/2024 Dohj LLC1,667$422K0.1%-59.1%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC5,898$1.49M0.0%+5.4%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, 1,004 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. ($4.01B), BlackRock Inc. ($3.50B), State Street Corp ($1.90B), Alliancebernstein L.P. ($1.02B), Geode Capital Management LLC ($875.86M), 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 862 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 100,240,148 shares in the last 24 months. This purchase volume represents approximately $22.00B in transactions.

Which IQVIA major shareholders have been selling company stock?

Of the 637 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 ($1.41M), Vanguard Group Inc. ($1.15M), Allianz Asset Management GmbH ($1.06M), Ameriprise Financial Inc. ($876.45K), and BlackRock Inc. ($694.52K).

How much institutional selling is happening at IQVIA?

Institutional investors have sold a total of 68,073,455 shares in the last 24 months. This volume of shares sold represents approximately $14.85B in transactions.


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This page (NYSE:IQV) was last updated on 4/30/2024 by MarketBeat.com Staff

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