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IQVIA (IQV) Institutional Ownership

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$160.88 -2.37 (-1.45%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$160.76 -0.12 (-0.08%)
As of 07/18/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
89.62%
Number of
Institutional Buyers
(last 12 months)
694
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
517
Total
Institutional Outflows
(last 12 months)
$4.25B
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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
7/18/2025McGuire Investment Group LLC52,637$8.30M1.1%-0.5%0.030%
7/18/2025Parsons Capital Management Inc. RI7,249$1.14M0.1%-1.7%0.004%
7/18/2025Pure Financial Advisors LLC13,557$2.14M0.0%N/A0.008%
7/18/2025Robeco Institutional Asset Management B.V.112,543$17.74M0.0%-0.9%0.065%
7/18/2025BSW Wealth Partners1,981$312K0.0%+28.6%0.001%
7/18/2025PGGM Investments198,698$31.31M0.5%+115.2%0.115%
7/18/2025Truist Financial Corp159,707$25.17M0.0%+8.4%0.092%
7/18/2025Broadway Wealth Solutions Inc.1,944$306K0.2%+33.2%0.001%
7/17/2025 Chicago Capital LLC5,534$872K0.0%N/A0.003%
7/17/2025 Alliance Wealth Advisors LLC1,851$292K0.1%+22.9%0.001%
7/17/2025 Greenleaf Trust1,899$299K0.0%-32.6%0.001%
7/17/2025 Northwest Wealth Management LLC1,301$205K0.0%N/A0.001%
7/17/2025 Raleigh Capital Management Inc.3,350$528K0.2%+85.5%0.002%
7/17/2025 HB Wealth Management LLC2,644$417K0.0%-40.3%0.002%
7/17/2025 Janney Montgomery Scott LLC21,230$3.35M0.0%-40.5%0.012%
7/17/2025 Oakworth Capital Inc.465$73K0.0%-27.1%0.000%
7/17/2025 Archford Capital Strategies LLC2,760$435K0.1%-24.3%0.002%
7/17/2025 Hanson & Doremus Investment Management11,901$1.88M0.3%+6.8%0.007%
7/17/2025 Investment Research & Advisory Group Inc.17,202$2.71M1.0%-4.3%0.010%
7/17/2025 Global Trust Asset Management LLC2,953$465K0.2%-8.5%0.002%
7/17/2025 Smith Salley Wealth Management12,311$1.94M0.1%+6.4%0.007%
7/17/2025 Addenda Capital Inc.49,232$7.76M0.3%+2.0%0.028%
7/17/2025 Camelot Portfolios LLC3,510$553K0.3%N/A0.002%
7/16/2025 ORG Wealth Partners LLC614$100K0.0%+73.9%0.000%
7/16/2025 Signaturefd LLC2,930$462K0.0%+29.6%0.002%
7/16/2025 Howard Capital Management Group LLC128,584$20.26M1.4%+4.6%0.074%
7/16/2025 State of Alaska Department of Revenue27,687$4.36M0.0%-3.9%0.016%
7/16/2025 Patton Fund Management Inc.1,464$231K0.2%N/A0.001%
7/16/2025 Vision Capital Management Inc.35,146$5.54M0.7%+4.5%0.020%
7/16/2025 ST Germain D J Co. Inc.451$71K0.0%+136.1%0.000%
7/16/2025 CX Institutional1,549$244K0.0%+104.4%0.001%
7/16/2025 Hartford Investment Management Co.9,887$1.56M0.0%-2.9%0.006%
7/16/2025 Dakota Wealth Management5,084$801K0.0%N/A0.003%
7/16/2025 Ruffer LLP207,887$32.76M1.4%N/A0.120%
7/16/2025 Perigon Wealth Management LLC2,709$427K0.0%-7.3%0.002%
7/16/2025 Castleview Partners LLC1,343$212K0.1%N/A0.001%
7/15/2025 Regatta Capital Group LLC2,568$405K0.1%+16.4%0.001%
7/15/2025 Public Employees Retirement System of Ohio54,394$8.57M0.0%-2.0%0.031%
7/15/2025 Cigna Investments Inc. New1,745$275K0.0%-3.6%0.001%
7/15/2025 Fifth Third Bancorp24,116$3.80M0.0%+50.6%0.014%
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7/15/2025 Forte Capital LLC ADV26,809$4.23M0.5%+0.3%0.015%
7/15/2025 Compagnie Lombard Odier SCmA114,332$18.02M0.2%-10.4%0.066%
7/15/2025 Oregon Pacific Wealth Management LLC3,109$490K0.5%+26.5%0.002%
7/15/2025 Fortitude Family Office LLC1,774$280K0.1%-7.4%0.001%
7/14/2025 Counterpoint Mutual Funds LLC2,071$326K0.0%N/A0.001%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.1,505$237K0.0%+12.4%0.001%
7/14/2025 Clear Harbor Asset Management LLC13,577$2.14M0.2%+17.3%0.008%
7/14/2025 Park Avenue Securities LLC5,963$940K0.0%+9.9%0.003%
7/14/2025 Sowell Financial Services LLC2,049$323K0.0%+18.5%0.001%
7/11/2025 Meriwether Wealth & Planning LLC1,664$262K0.2%-35.3%0.001%
7/11/2025 Farther Finance Advisors LLC398$63K0.0%+34.0%0.000%
7/11/2025 Busey Bank2,089$329K0.0%-8.5%0.001%
7/11/2025 CX Institutional1,549$244K0.0%+104.4%0.001%
7/11/2025 UMB Bank n.a.675$106K0.0%+150.9%0.000%
7/11/2025 Phillips Wealth Planners LLC1,364$224K0.2%N/A0.001%
7/11/2025 Diversified Trust Co27,092$4.27M0.1%+1,415.2%0.016%
7/11/2025 Assenagon Asset Management S.A.214,301$33.77M0.1%-46.1%0.124%
7/11/2025 IFM Investors Pty Ltd34,407$5.42M0.1%+2.2%0.020%
7/10/2025 HF Advisory Group LLC10,758$1.70M0.7%+11.2%0.006%
7/10/2025 Exchange Traded Concepts LLC6,178$974K0.0%+15.3%0.004%
7/10/2025 Fulton Bank N.A.2,609$411K0.0%+12.6%0.002%
7/10/2025 NorthCrest Asset Manangement LLC1,252$206K0.0%N/A0.001%
7/10/2025 Community Trust & Investment Co.113,439$17.88M1.0%+42.8%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC20,289$3.33M0.0%+53.0%0.012%
7/10/2025 Atticus Wealth Management LLC333$52K0.0%N/A0.000%
7/10/2025 Swedbank AB92,551$14.59M0.0%+6.5%0.053%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd21,803$3.44M0.0%-52.1%0.013%
7/9/2025 Sivia Capital Partners LLC3,259$514K0.2%N/A0.002%
7/9/2025 Pallas Capital Advisors LLC12,000$1.89M0.1%+113.2%0.007%
7/9/2025 Goelzer Investment Management Inc.19,311$3.04M0.2%-3.2%0.011%
7/9/2025 Breakwater Capital Group2,030$320K0.1%N/A0.001%
7/9/2025 Balefire LLC16,979$2.68M0.6%N/A0.010%
7/9/2025 Byrne Asset Management LLC6,436$1.01M0.7%+4.1%0.004%
7/9/2025 Veracity Capital LLC5,616$885K0.3%+330.0%0.003%
7/9/2025 Bowman & Co S.C.6,024$949K0.4%+13.2%0.003%
7/9/2025 Czech National Bank40,172$6.33M0.0%+4.5%0.023%
7/9/2025 MassMutual Private Wealth & Trust FSB1,100$173K0.0%+16.6%0.001%
7/8/2025 Everpar Advisors LLC1,404$221K0.1%+4.6%0.001%
7/8/2025 Parallel Advisors LLC5,521$870K0.0%-37.8%0.003%
7/7/2025 Investors Research Corp2,186$344K0.1%+19,772.7%0.001%
7/1/2025 Legacy Wealth Management LLC MS22,239$3.51M1.1%+14.5%0.013%
7/1/2025 Cullen Investment Group LTD.23,651$3.73M0.5%+21.4%0.014%
6/26/2025AG2R LA Mondiale Gestion D Actifs7,848$1.38M0.1%N/A0.005%
6/24/2025 Rainier Family Wealth Inc.1,306$230K0.3%-26.0%0.001%
6/23/2025 Swedbank AB86,882$15.32M0.0%-1.6%0.050%
6/18/2025Voya Investment Management LLC55,996$9.87M0.0%-1.7%0.032%
6/10/2025Birchbrook Inc.3,568$629K0.4%+5.8%0.002%
6/3/2025Inspire Investing LLC19,087$3.37M0.4%+7.3%0.011%
5/28/2025Strs Ohio130,000$22.92M0.1%N/A0.075%
5/21/2025Acadian Asset Management LLC34,361$6.05M0.0%-27.1%0.020%
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5/21/2025Geneos Wealth Management Inc.8,472$1.49M0.1%+3.0%0.005%
5/20/2025Focus Partners Wealth64,052$11.29M0.0%+10.1%0.037%
5/20/2025Plato Investment Management Ltd8,125$1.45M0.1%+17.0%0.005%
5/19/2025Bayforest Capital Ltd1,151$203K0.1%N/A0.001%
5/19/2025SCS Capital Management LLC2,720$480K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,327,922$234.11M0.1%-4.7%0.768%
5/16/2025Semmax Financial Advisors Inc.19,005$3.35M0.9%+8.7%0.011%
5/16/2025Empowered Funds LLC9,728$1.72M0.0%+102.1%0.006%
5/16/2025Logan Capital Management Inc.14,796$2.61M0.1%-1.9%0.009%
5/16/2025MBB Public Markets I LLC1,655$292K0.0%N/A0.001%
(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, 1,143 institutional investors and hedge funds held shares of IQVIA. The most heavily invested institutionals were BlackRock Inc. ($3.50B), Vanguard Group Inc. ($3.50B), State Street Corp ($1.84B), Geode Capital Management LLC ($818.32M), Canada Pension Plan Investment Board ($810.07M), Morgan Stanley ($733.15M), and Alliancebernstein L.P. ($623.46M).Learn more on IQVIA's institutional investors.

What percentage of IQVIA's stock is owned by institutional investors?

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

Which institutional investors have been buying IQVIA's stock?

Of the 956 institutional investors that purchased IQVIA's 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 ($57.55M), Norges Bank ($3.37M), JPMorgan Chase & Co. ($2.44M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($1.60M), Canada Pension Plan Investment Board ($1.43M), American Century Companies Inc. ($1.21M), and Raymond James Financial Inc. ($1.20M).

How much institutional buying is happening at IQVIA?

Institutional investors have bought a total of 28,665,905 shares in the last 24 months. This purchase volume represents approximately $5.69B in transactions.

Which of IQVIA's major shareholders have been selling company stock?

Of the 516 institutional investors that sold IQVIA's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Impax Asset Management Group plc ($1.77M), FMR LLC ($1.75M), Wellington Management Group LLP ($1.62M), Lazard Asset Management LLC ($712.19K), B. Metzler seel. Sohn & Co. AG ($614.03K), AGF Management Ltd. ($541.67K), and Longview Partners Guernsey LTD ($511.86K).

How much institutional selling is happening at IQVIA?

Institutional investors have sold a total of 21,210,632 shares in the last 24 months. This volume of shares sold represents approximately $4.25B in transactions.



This page (NYSE:IQV) was last updated on 7/19/2025 by MarketBeat.com Staff
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