IQVIA (IQV) Institutional Ownership

$232.98

-0.24 (-0.10%)

(As of 10/15/2024 ET)

Current Institutional Ownership Percentage: 89.62%
Number of Institutional Buyers (last 12 months): 557
Total Institutional Inflows (last 12 months): $3.62B

Number of Institutional Sellers (last 12 months): 411
Total Institutional Outflows (last 12 months): $2.66B

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IQV Institutional Buying and Selling by Quarter

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IQVIA Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/15/2024	Swedbank AB	91,489	$21.68M	0.0%	+0.9%	0.050%
10/11/2024	Creative Planning	21,013	$4.98M	0.0%	+17.8%	0.012%
10/11/2024	Muirfield Wealth Advisors LLC	1,038	$246K	0.2%	N/A	0.001%
10/11/2024	Harrell Investment Partners LLC	12,779	$3.03M	0.9%	+4.6%	0.007%
10/11/2024	Stablepoint Partners LLC	5,450	$1.29M	0.2%	+2.4%	0.003%
10/11/2024	Paladin Wealth LLC	1,853	$439K	0.4%	N/A	0.001%
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10/11/2024	MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH	130,661	$30.96M	1.0%	-2.4%	0.072%
10/11/2024	Compagnie Lombard Odier SCmA	162,868	$38.60M	0.6%	-8.6%	0.089%
10/10/2024	McGuire Investment Group LLC	59,528	$14.11M	2.0%	-1.7%	0.033%
10/10/2024	Exchange Traded Concepts LLC	4,388	$1.04M	0.0%	+2.3%	0.002%
10/10/2024	Inspire Investing LLC	18,695	$4.43M	0.5%	-1.8%	0.010%
10/10/2024	Burns Matteson Capital Management LLC	3,886	$921K	0.5%	-2.4%	0.002%
10/10/2024	Asio Capital LLC	10,537	$2.50M	0.5%	N/A	0.006%
10/10/2024	Livforsakringsbolaget Skandia Omsesidigt	1,233	$292K	0.0%	+429.2%	0.001%
10/9/2024	Clarius Group LLC	868	$202K	0.0%	N/A	0.000%
10/9/2024	Sendero Wealth Management LLC	36,068	$8.55M	1.3%	+5.6%	0.020%
10/9/2024	UMB Bank n.a.	232	$55K	0.0%	+74.4%	0.000%
10/9/2024	Bruce G. Allen Investments LLC	245	$58K	0.0%	+1,013.6%	0.000%
10/9/2024	Sanibel Captiva Trust Company Inc.	7,167	$1.70M	0.1%	-17.4%	0.004%
10/9/2024	Wedmont Private Capital	2,042	$460K	0.0%	+9.5%	0.001%
10/8/2024	CWM LLC	5,703	$1.35M	0.0%	-14.1%	0.003%
10/8/2024	Country Trust Bank	213,221	$50.53M	1.2%	+3.5%	0.117%
10/8/2024	Park Place Capital Corp	119	$28K	0.0%	N/A	0.000%
10/8/2024	Dynamic Advisor Solutions LLC	1,618	$383K	0.0%	-5.1%	0.001%
10/8/2024	Aprio Wealth Management LLC	1,547	$367K	0.1%	+21.9%	0.001%
10/8/2024	Heartwood Wealth Advisors LLC	1,877	$445K	0.0%	-6.0%	0.001%
10/7/2024	Fulton Bank N.A.	4,969	$1.18M	0.0%	+44.4%	0.003%
10/7/2024	Everpar Advisors LLC	1,592	$377K	0.2%	N/A	0.001%
10/7/2024	Diversified Trust Co	3,001	$711K	0.0%	N/A	0.002%
10/7/2024	GAMMA Investing LLC	1,101	$261K	0.0%	+36.1%	0.001%
10/7/2024	Czech National Bank	35,279	$8.36M	0.1%	+1.6%	0.019%
10/5/2024	Handelsbanken Fonder AB	267,319	$63.35M	0.3%	+12.3%	0.147%
10/5/2024	Cullen Investment Group LTD.	20,308	$4.81M	0.7%	+2.3%	0.011%
10/5/2024	Harbor Investment Advisory LLC	1,228	$291K	0.0%	+12.0%	0.001%
10/5/2024	Central Valley Advisors LLC	6,120	$1.45M	0.8%	+3.0%	0.003%
10/5/2024	Goelzer Investment Management Inc.	19,952	$4.73M	0.3%	-2.0%	0.011%
10/3/2024	Park Avenue Securities LLC	3,961	$939K	0.0%	+103.4%	0.002%
10/3/2024	SG Americas Securities LLC	67,897	$16.09M	0.1%	+77.3%	0.037%
10/3/2024	Czech National Bank	35,279	$8.36M	0.1%	+1.6%	0.019%
10/2/2024	Central Pacific Bank Trust Division	249	$59K	0.0%	-87.1%	0.000%
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10/2/2024	Trust Co of the South	980	$232K	0.0%	N/A	0.001%
10/1/2024	Appleton Partners Inc. MA	32,191	$7.63M	0.6%	+1.9%	0.018%
9/30/2024	Mattson Financial Services LLC	4,864	$1.03M	0.4%	N/A	0.003%
9/23/2024	Centaurus Financial Inc.	3,023	$639K	0.0%	+80.6%	0.002%
9/17/2024	University of Texas Texas AM Investment Management Co.	145	$31K	0.0%	-58.0%	0.000%
9/10/2024	SS&H Financial Advisors Inc.	1,115	$235K	0.1%	N/A	0.001%
9/5/2024	Sanctuary Advisors LLC	3,419	$803K	0.0%	N/A	0.002%
8/30/2024	Brown Financial Advisors	3,036	$642K	0.3%	N/A	0.002%
8/27/2024	Dana Investment Advisors Inc.	87,145	$18.43M	0.6%	+7.4%	0.048%
8/26/2024	Teachers Retirement System of The State of Kentucky	14,628	$3.09M	0.0%	-2.7%	0.008%
8/22/2024	Cetera Investment Advisers	71,602	$15.14M	0.0%	+3.3%	0.039%
8/21/2024	Heartland Bank & Trust Co	1,202	$254K	0.1%	N/A	0.001%
8/21/2024	SPC Financial Inc.	1,026	$217K	0.0%	N/A	0.001%
8/21/2024	Advisory Alpha LLC	2,137	$452K	0.0%	+44.3%	0.001%
8/21/2024	Truist Financial Corp	519,564	$109.86M	0.2%	+0.0%	0.285%
8/19/2024	B. Riley Wealth Advisors Inc.	3,194	$675K	0.0%	-10.5%	0.002%
8/16/2024	Ecofi Investissements SA	51,400	$10.58M	5.8%	N/A	0.028%
8/16/2024	Quarry LP	619	$131K	0.0%	+272.9%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	10,252	$2.17M	0.0%	+8.4%	0.006%
8/16/2024	NewEdge Advisors LLC	20,119	$4.25M	0.0%	+4.8%	0.011%
8/16/2024	Nemes Rush Group LLC	25,933	$5.48M	0.8%	+4.0%	0.014%
8/16/2024	Creative Planning	17,837	$3.77M	0.0%	-1.8%	0.010%
8/16/2024	Magnolia Capital Advisors LLC	3,041	$643K	0.0%	+7.9%	0.002%
8/16/2024	MidWestOne Financial Group Inc.	4,554	$963K	0.2%	+7.2%	0.002%
8/15/2024	Scientech Research LLC	3,516	$743K	0.2%	+105.7%	0.002%
8/15/2024	Legal & General Group Plc	1,514,237	$320.17M	0.1%	+0.8%	0.831%
8/15/2024	Mackenzie Financial Corp	92,543	$19.57M	0.0%	+11.0%	0.051%
8/15/2024	The Manufacturers Life Insurance Company	450,744	$95.31M	0.1%	-3.9%	0.247%
8/15/2024	MBB Public Markets I LLC	13,405	$2.83M	0.1%	N/A	0.007%
8/15/2024	D. E. Shaw & Co. Inc.	268,552	$56.78M	0.1%	+285.1%	0.147%
8/15/2024	Drucker Wealth 3.0 LLC	9,136	$1.93M	0.5%	N/A	0.005%
8/15/2024	APG Asset Management N.V.	130,242	$25.70M	0.0%	+16.4%	0.071%
8/15/2024	APG Asset Management US Inc.	100,345	$20.92M	0.1%	+2.0%	0.055%
8/15/2024	AQR Capital Management LLC	90,689	$19.18M	0.0%	+173.8%	0.050%
8/15/2024	AXA S.A.	76,236	$16.12M	0.0%	+10.7%	0.042%
8/15/2024	Toronto Dominion Bank	54,267	$11.47M	0.0%	-2.5%	0.030%
8/14/2024	Squarepoint Ops LLC	248,097	$52.46M	0.1%	+221.2%	0.136%
8/14/2024	Aristeia Capital L.L.C.	3,001	$635K	0.0%	N/A	0.002%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	34,860	$7.37M	0.0%	+60.0%	0.019%
8/14/2024	Semmax Financial Advisors Inc.	16,402	$3.47M	1.0%	+12.1%	0.009%
8/14/2024	Marshall Wace LLP	77,610	$16.41M	0.0%	+567.0%	0.043%
8/14/2024	Providence Capital Advisors LLC	21,767	$4.60M	1.0%	+60.6%	0.012%
8/14/2024	Farallon Capital Management LLC	2,923,032	$618.05M	2.9%	+3.1%	1.603%
8/14/2024	Xponance Inc.	26,805	$5.67M	0.1%	-34.6%	0.015%
8/14/2024	Bank of Montreal Can	245,711	$51.97M	0.0%	+9.2%	0.135%
8/14/2024	Lombard Odier Asset Management Europe Ltd	69,887	$14.78M	0.7%	N/A	0.038%
8/14/2024	Magnetar Financial LLC	42,876	$9.07M	0.2%	+424.9%	0.024%
8/14/2024	Public Sector Pension Investment Board	6,994	$1.48M	0.0%	-95.5%	0.004%
8/14/2024	Nippon Life Global Investors Americas Inc.	48,200	$10.19M	0.4%	-0.9%	0.026%
8/14/2024	EverSource Wealth Advisors LLC	1,350	$285K	0.0%	+5.5%	0.001%
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8/14/2024	Gabelli Funds LLC	1,000	$211K	0.0%	-13.8%	0.001%
8/14/2024	Itau Unibanco Holding S.A.	137	$29K	0.0%	N/A	0.000%
8/14/2024	1832 Asset Management L.P.	456,335	$96.49M	0.1%	+472.3%	0.250%
8/14/2024	ProShare Advisors LLC	31,901	$6.75M	0.0%	+6.2%	0.018%
8/13/2024	Longview Partners Guernsey LTD	2,227,405	$470.96M	3.5%	-11.7%	1.223%
8/13/2024	Ensign Peak Advisors Inc	209,632	$44.33M	0.1%	-15.2%	0.115%
8/13/2024	Thrivent Financial for Lutherans	35,808	$7.57M	0.0%	-1.8%	0.020%
8/13/2024	Sei Investments Co.	82,250	$17.39M	0.0%	+42.1%	0.045%
8/13/2024	Pacer Advisors Inc.	17,410	$3.68M	0.0%	+16.9%	0.010%
8/13/2024	Skandinaviska Enskilda Banken AB publ	150,928	$31.91M	0.2%	+0.3%	0.083%

(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, 1,021 institutional investors and hedge funds held shares of IQVIA. The most heavily invested institutionals were 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), Lazard Asset Management LLC ($825.42M), 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 861 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), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($2.22M), Norges Bank ($1.66M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($1.60M), FMR LLC ($1.11M), JPMorgan Chase & Co. ($1.10M), and Alliancebernstein L.P. ($862.22K).

How much institutional buying is happening at IQVIA?: Institutional investors have bought a total of 92,393,573 shares in the last 24 months. This purchase volume represents approximately $20.27B in transactions.
Which IQVIA major shareholders have been selling company stock?: Of the 623 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), Winslow Capital Management LLC ($1.40M), FMR LLC ($1.25M), AMF Tjanstepension AB ($1.17M), Vanguard Group Inc. ($1.16M), Allianz Asset Management GmbH ($1.06M), and Ameriprise Financial Inc. ($876.45K).
How much institutional selling is happening at IQVIA?: Institutional investors have sold a total of 62,977,927 shares in the last 24 months. This volume of shares sold represents approximately $13.73B in transactions.