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IQVIA (IQV) Institutional Ownership

IQVIA logo
$274.83 -4.21 (-1.51%)
Closing price 03:59 PM Eastern
Extended Trading
$277.06 +2.23 (+0.81%)
As of 04:30 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 Massive. Learn more.

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

Current
Institutional Ownership
Percentage
89.62%
Number of
Institutional Buyers
(last 12 months)
766
Total
Institutional Inflows
(last 12 months)
$10.31B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$3.83B
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Skip Chart & View Institutional Buying and Selling Data

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
10/29/2026True Freedom Investing LLC21,312$5.73M0.9%-4.4%0.013%
10/29/2026Pinkerton Wealth LLC21,360$5.74M0.9%-4.1%0.013%
10/29/2026Heritage Investors Management Corp100,458$27.01M0.8%-9.5%0.061%
10/29/2026Greenleaf Trust2,744$738K0.0%-3.8%0.002%
10/29/2026Nippon Life Global Investors Americas Inc.2,220$597K0.0%-48.4%0.001%
10/29/2026Steinberg Asset Management LLC17,198$4.62M3.0%-31.9%0.010%
10/29/2026Sumitomo Mitsui Trust Group Inc.782,835$210.47M0.1%-5.9%0.476%
10/29/2026Mirae Asset Global Investments Co. Ltd.46,530$12.51M0.0%N/A0.028%
10/29/2026SFE Investment Counsel55,206$14.84M2.1%-6.5%0.034%
10/29/2026Profund Advisors LLC1,788$481K0.0%-3.8%0.001%
10/29/2026ProShare Advisors LLC29,823$8.02M0.0%-0.2%0.018%
10/29/2026Vise Technologies Inc.9,601$2.58M0.0%+17.2%0.006%
10/29/2026Invera Wealth Advisors LLC5,867$1.58M0.8%-3.3%0.004%
10/29/2026MGO One Seven LLC18,987$5.11M0.1%-2.8%0.012%
10/29/2026Avestar Capital LLC1,192$320K0.0%N/A0.001%
10/29/2026Modera Wealth Management LLC16,945$4.56M0.0%-0.8%0.010%
10/29/2026State of Wyoming269$72K0.0%-66.2%0.000%
10/28/2026Raleigh Capital Management Inc.2,395$644K0.2%-13.2%0.001%
10/28/2026Lebenthal Global Advisors LLC3,764$1.01M0.1%-25.2%0.002%
10/28/2026Outlook Wealth Advisors LLC3,434$923K0.2%-7.2%0.002%
10/28/2026Parcion Private Wealth LLC1,312$353K0.0%+13.9%0.001%
10/28/2026Soltis Investment Advisors LLC1,715$461K0.0%N/A0.001%
10/28/2026Choreo LLC5,504$1.48M0.0%-1.4%0.003%
10/28/2026Willner & Heller LLC856$230K0.1%N/A0.000%
10/28/2026Interchange Capital Partners LLC1,036$279K0.0%N/A0.000%
10/28/2026Childress Capital Advisors LLC974$262K0.0%N/A0.000%
10/28/2026D.A. Davidson & CO.22,524$6.06M0.0%-2.7%0.000%
10/28/2026 BOKF NA3,560$957K0.0%-6.1%0.000%
10/28/2026 WPG Advisers LLC661$178K0.1%+273.4%0.000%
10/28/2026 North Dakota State Investment Board5,063$1.36M0.1%+0.8%0.000%
10/27/2026 Financial Insights Inc.1,004$270K0.1%-19.7%0.001%
10/27/2026 Laurel Wealth Advisors LLC5,049$1.36M0.1%-4.0%0.003%
10/27/2026 Generali Asset Management SPA SGR35,111$9.44M0.2%+3.5%0.021%
10/27/2026 Asset Management One Co. Ltd.73,526$19.77M0.0%-0.6%0.045%
10/27/2026 Balance Wealth Partners LLC159$43K0.0%N/A0.000%
10/27/2026 SYM FINANCIAL Corp1,640$441K0.0%+6.9%0.001%
10/27/2026 Independence Bank of Kentucky1,170$315K0.0%-6.0%0.001%
10/27/2026 Angeles Wealth Management LLC1,157$311K0.0%-13.7%0.001%
10/26/2026 Park Avenue Securities LLC15,736$4.23M0.0%+22.1%0.010%
10/26/2026 Verdence Capital Advisors LLC28,801$7.74M0.3%+2.0%0.017%
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10/26/2026 Flagship Harbor Advisors LLC3,843$1.03M0.0%-2.5%0.002%
10/24/2026 IVC Wealth Advisors LLC1,710$460K0.2%-19.0%0.001%
10/24/2026 Apollon Wealth Management LLC2,882$775K0.0%+44.7%0.002%
10/24/2026 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,528$949K0.0%-3.6%0.002%
10/24/2026 Access Investment Management LLC2,886$776K0.2%+12.6%0.002%
10/24/2026 Trueblood Wealth Management LLC924$248K0.1%N/A0.001%
10/23/2026 Signaturefd LLC2,969$798K0.0%+6.3%0.002%
10/23/2026 BG Investment Services LLC3,185$856K0.1%N/A0.002%
10/23/2026 McGuire Investment Group LLC51,623$13.88M1.3%+0.3%0.031%
10/23/2026 Citizens Financial Group Inc. RI5,251$1.41M0.0%+67.8%0.003%
10/23/2026 Middleton & Co. Inc. MA32,993$8.87M0.9%-0.7%0.020%
10/23/2026 Sowell Financial Services LLC4,884$1.31M0.0%+7.6%0.003%
10/23/2026 Evergreen Capital Management LLC2,054$552K0.0%-4.5%0.001%
10/23/2026 Murphy Pohlad Asset Management LLC10,797$2.90M0.9%-1.3%0.007%
10/23/2026 Wedbush Securities Inc.1,210$325K0.0%-9.8%0.001%
10/23/2026 Fifth Third Wealth Advisors LLC4,226$1.14M0.0%+91.8%0.003%
10/23/2026 Sterling Capital Management LLC5,150$1.39M0.0%-33.3%0.003%
10/23/2026 WASHINGTON TRUST Co90,286$24.27M0.7%+2.6%0.055%
10/23/2026 Washington Trust Advisors Inc.116,186$31.24M2.2%-3.9%0.071%
10/23/2026 Inspire Investing LLC29,817$8.02M0.3%-23.0%0.018%
10/22/2026 Yousif Capital Management LLC19,608$5.27M0.1%+1.9%0.012%
10/22/2026 MBL Wealth LLC1,295$348K0.0%N/A0.001%
10/22/2026 Brookstone Capital Management1,874$504K0.0%-43.3%0.001%
10/22/2026 NBT Bank N.A.2,240$602K0.0%N/A0.001%
10/22/2026 Root Financial Partners LLC582$156K0.0%N/A0.000%
10/22/2026 SBI Securities Co. Ltd.186$50K0.0%-25.3%0.000%
10/22/2026 Sage Private Wealth Group LLC1,112$299K0.1%-4.7%0.001%
10/21/2026 Eagle Rock Investment Company LLC57,338$15.42M1.8%-6.9%0.035%
10/21/2026 Crossmark Global Holdings Inc.16,042$4.31M0.1%-7.1%0.010%
10/21/2026 Arvest Investments Inc.6,747$1.81M0.2%+3.4%0.004%
10/21/2026 Sowell Financial Services LLC4,884$1.31M0.0%+7.6%0.003%
10/21/2026 Pinnacle Associates Ltd.1,348$362K0.0%+12.9%0.001%
10/21/2026 Nisa Investment Advisors LLC5,314$1.43M0.0%+8.6%0.003%
10/21/2026 Integrated Advisors Network LLC10,655$2.87M0.1%+14.3%0.006%
10/21/2026 Oregon Pacific Wealth Management LLC1,398$376K0.3%-54.2%0.001%
10/21/2026 Robeco Institutional Asset Management B.V.151,293$40.68M0.0%-13.8%0.092%
10/21/2026 Capital Management Associates Inc882$237K0.0%N/A0.001%
10/20/2026 Revisor Wealth Management LLC853$228K0.1%-43.4%0.001%
10/20/2026 South Shore Capital Advisors984$265K0.2%N/A0.001%
10/20/2026 55 North Private Wealth LLC922$248K0.0%N/A0.001%
10/20/2026 Prime Capital Investment Advisors LLC757$204K0.0%N/A0.000%
10/20/2026 Vision Capital Management Inc.23,641$6.36M0.7%-13.7%0.014%
10/20/2026 Sumitomo Mitsui DS Asset Management Company Ltd22,982$6.18M0.0%+1.4%0.014%
10/20/2026 Grandview Asset Management LLC1,152$310K0.1%N/A0.001%
10/20/2026 Investment Research Partners LLC2,294$617K0.2%+3.2%0.001%
10/20/2026 Maia Wealth LLC3,678$989K0.1%-44.0%0.002%
10/19/2026 Sterling Investment Counsel LLC3,847$1.03M0.2%+2.2%0.002%
10/19/2026 Investment Research & Advisory Group Inc.17,554$4.72M1.4%-2.8%0.011%
10/17/2026 IFP Advisors Inc14,764$3.97M0.1%-19.3%0.009%
10/16/2026 Vontobel Holding Ltd.282,916$76.06M0.3%+12.0%0.172%
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10/16/2026 TD Waterhouse Canada Inc.7,923$2.07M0.0%-41.9%0.005%
10/16/2026 Cyndeo Wealth Partners LLC1,172$315K0.0%N/A0.001%
10/16/2026 Hanson & Doremus Investment Management15,699$4.22M0.4%+1.7%0.010%
10/16/2026 Pension & Wealth Management Advisors Inc.113$30K0.0%N/A0.000%
10/16/2026 Howard Capital Management LLC900$242K0.0%N/A0.001%
10/16/2026 Goelzer Investment Management Inc.11,090$2.98M0.1%+2.7%0.007%
10/15/2026 V Square Quantitative Management LLC4,112$1.11M0.1%-3.8%0.002%
10/15/2026 Comprehensive Financial Consultants Institutional Inc.15,283$4.11M1.1%-5.5%0.009%
10/15/2026 Community Trust & Investment Co.79,885$21.48M1.0%-13.8%0.049%
10/15/2026 Assenagon Asset Management S.A.326,418$87.76M0.1%-4.1%0.198%


IQV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,264 institutional investors and hedge funds held shares of IQVIA. The most heavily invested institutionals were Vanguard Group Inc. ($4.43B), BlackRock Inc. ($2.81B), State Street Corp ($1.68B), Geode Capital Management LLC ($982.27M), Boston Partners ($923.28M), JPMorgan Chase & Co. ($856.47M), and Artisan Partners Limited Partnership ($759.94M).Learn more on IQVIA's institutional investors.

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

Of the 1,114 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: BlackRock Inc. ($14.55M), Norges Bank ($5.63M), Boston Partners ($4.09M), Artisan Partners Limited Partnership ($3.43M), JPMorgan Chase & Co. ($2.49M), Canada Pension Plan Investment Board ($2.27M), and AQR Capital Management LLC ($1.95M).

Institutional investors have bought a total of 51,265,523 shares in the last 24 months. This purchase volume represents approximately $10.31B in transactions.

Of the 457 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: Farallon Capital Management LLC ($2.91M), Nordea Investment Management AB ($1.60M), Capital Research Global Investors ($937.11K), Two Sigma Investments LP ($936.16K), Qube Research & Technologies Ltd ($788.91K), Laurel Wealth Advisors LLC ($775.18K), and Vulcan Value Partners LLC ($715.46K).

Institutional investors have sold a total of 18,960,684 shares in the last 24 months. This volume of shares sold represents approximately $3.83B in transactions.



Institutional ownership data for NYSE:IQV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/29/2026. New 13F filings are added each quarter as they're published.
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