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IQVIA (IQV) Institutional Ownership

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$157.71 -2.42 (-1.51%)
Closing price 03:59 PM Eastern
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$157.74 +0.03 (+0.02%)
As of 05:08 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)
687
Total
Institutional Inflows
(last 12 months)
$5.66B
Number of
Institutional Sellers
(last 12 months)
521
Total
Institutional Outflows
(last 12 months)
$4.26B
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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
7/15/2025Public Employees Retirement System of Ohio54,394$8.57M0.0%-2.0%0.031%
7/15/2025Cigna Investments Inc. New1,745$275K0.0%-3.6%0.001%
7/15/2025Fifth Third Bancorp24,116$3.80M0.0%+50.6%0.014%
7/15/2025Forte Capital LLC ADV26,809$4.23M0.5%+0.3%0.015%
7/15/2025Compagnie Lombard Odier SCmA114,332$18.02M0.2%-10.4%0.066%
7/15/2025Oregon Pacific Wealth Management LLC3,109$490K0.5%+26.5%0.002%
7/15/2025Fortitude Family Office LLC1,774$280K0.1%-7.4%0.001%
7/14/2025Counterpoint Mutual Funds LLC2,071$326K0.0%N/A0.001%
7/14/2025Leonard Rickey Investment Advisors P.L.L.C.1,505$237K0.0%+12.4%0.001%
7/14/2025Clear Harbor Asset Management LLC13,577$2.14M0.2%+17.3%0.008%
7/14/2025Park Avenue Securities LLC5,963$940K0.0%+9.9%0.003%
7/14/2025Sowell 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%
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I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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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%
6/24/2025Rainier 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%
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%
5/16/2025United Services Automobile Association4,054$719K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.2,468$435K0.0%-11.5%0.001%
5/16/2025Great Lakes Advisors LLC2,404$424K0.0%-6.2%0.001%
5/16/2025Aristeia Capital L.L.C.2,518$444K0.0%N/A0.001%
5/16/2025Ashton Thomas Private Wealth LLC1,240$219K0.0%-7.0%0.001%
5/16/2025Cape Investment Advisory Inc.7,991$1.41M0.6%-3.7%0.005%
5/16/2025Dynamic Technology Lab Private Ltd7,660$1.35M0.2%N/A0.004%
5/16/2025Teza Capital Management LLC2,391$422K0.2%-49.0%0.001%
5/16/2025UniSuper Management Pty Ltd16,654$2.94M0.0%+3.1%0.010%
5/16/2025Punch & Associates Investment Management Inc.68,765$12.12M0.8%+16.6%0.040%
5/16/2025Petrus Trust Company LTA3,071$541K0.1%+151.1%0.002%
5/16/2025NFJ Investment Group LLC32,902$5.80M0.2%-10.8%0.019%
5/16/2025Nissay Asset Management Corp Japan ADV22,428$3.95M0.0%+0.8%0.013%
5/16/2025NewEdge Advisors LLC21,576$3.80M0.0%+13.9%0.012%
5/16/2025Nippon Life Global Investors Americas Inc.47,350$8.35M0.4%+9.3%0.027%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.50,282$8.87M0.0%+0.6%0.029%
5/16/2025Integrated Wealth Concepts LLC2,126$375K0.0%-23.0%0.001%
5/16/2025Invenomic Capital Management LP88,062$15.53M0.8%+65.7%0.051%
5/16/2025Hawk Ridge Capital Management LP437,302$77.10M3.6%N/A0.253%
5/16/2025Edmond DE Rothschild Holding S.A.67,585$11.92M0.2%-9.4%0.039%
5/16/2025EFG Asset Management North America Corp.10,468$1.85M0.3%-23.8%0.006%
5/16/2025Copperleaf Capital LLC4,969$876K0.5%-42.9%0.003%
5/16/2025Curi RMB Capital LLC44,408$7.83M0.2%-3.5%0.026%
5/16/2025Alliancebernstein L.P.3,536,356$623.46M0.2%-1.6%2.044%
5/16/2025AQR Capital Management LLC675,597$115.87M0.1%+58.1%0.391%
5/16/2025Advisors Asset Management Inc.5,826$1.03M0.0%+25.3%0.003%
5/16/2025AlTi Global Inc.2,935$517K0.0%+64.3%0.002%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/16/2025Amundi874,567$146.66M0.1%-0.4%0.506%
5/16/2025Aprio Wealth Management LLC1,864$329K0.0%+48.5%0.001%
5/16/2025Adage Capital Partners GP L.L.C.72,201$12.73M0.0%+85.8%0.042%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.6,732$1.19M0.2%+4.1%0.004%
5/15/2025Federation des caisses Desjardins du Quebec42,409$7.48M0.0%-38.8%0.025%
5/15/2025Southpoint Capital Advisors LP300,000$52.89M1.2%N/A0.173%
5/15/2025Perbak Capital Partners LLP1,545$272K0.2%N/A0.001%
5/15/2025VeriStar Capital Management LP28,284$4.99M9.1%N/A0.016%
5/15/2025First Manhattan CO. LLC.233,412$41.15M0.1%+13.6%0.135%
5/15/2025Focus Partners Advisor Solutions LLC2,069$365K0.0%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, 1,138 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 953 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 28,397,433 shares in the last 24 months. This purchase volume represents approximately $5.66B in transactions.

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

Of the 521 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 21,242,216 shares in the last 24 months. This volume of shares sold represents approximately $4.26B in transactions.



This page (NYSE:IQV) was last updated on 7/15/2025 by MarketBeat.com Staff
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