IQVIA (IQV) Institutional Ownership

$227.88
-1.26 (-0.55%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
89.62%
Number of
Institutional Buyers
(last 12 months)
594
Total
Institutional Inflows
(last 12 months)
$17.52B
Number of
Institutional Sellers
(last 12 months)
449
Total
Institutional Outflows
(last 12 months)
$11.31B
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.2,510,685$634.93M0.9%+3.8%1.378%
5/9/2024Angeles Wealth Management LLC1,527$386K0.0%+5.4%0.001%
5/9/2024Jackson Square Partners LLC24,107$6.10M0.3%-7.2%0.013%
5/9/2024State Board of Administration of Florida Retirement System205,061$51.86M0.1%+8.2%0.113%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.141,613$35.81M0.1%-29.5%0.078%
5/8/2024Entropy Technologies LP7,899$2.00M0.2%+193.6%0.004%
5/8/2024Edmond DE Rothschild Holding S.A.73,543$18.60M0.3%-5.7%0.040%
5/8/2024Sheets Smith Wealth Management60,880$15.40M1.7%+19.7%0.033%
5/8/2024Bleakley Financial Group LLC40,211$10.17M0.3%-17.2%0.022%
5/8/2024Cantillon Capital Management LLC1,767,340$446.94M2.8%-2.0%0.970%
5/8/2024ProShare Advisors LLC30,043$7.60M0.0%-2.0%0.016%
5/8/2024US Bancorp DE16,497$4.17M0.0%-11.0%0.009%
5/8/2024Russell Investments Group Ltd.89,694$22.68M0.0%+1.8%0.049%
5/8/2024 Washington Trust Advisors Inc.143,323$36.25M3.3%-2.1%0.079%
5/8/2024 Qsemble Capital Management LP1,562$395K0.1%-44.4%0.001%
5/8/2024 QRG Capital Management Inc.5,331$1.35M0.0%+9.3%0.003%
5/8/2024 Sustainable Growth Advisers LP1,614,905$408.39M1.7%-0.7%0.886%
5/8/2024 Tranquility Partners LLC16,685$4.22M1.6%+0.3%0.009%
5/8/2024 New Republic Capital LLC1,073$271K0.2%-28.7%0.001%
5/8/2024 Inspire Investing LLC22,114$5.59M0.6%+13.8%0.012%
5/8/2024 Inspire Advisors LLC2,200$556K0.1%+11.8%0.001%
5/7/2024 Meeder Advisory Services Inc.3,148$796K0.1%+5.7%0.002%
5/7/2024 NorthRock Partners LLC921$233K0.0%N/A0.001%
5/7/2024 Fiduciary Family Office LLC2,194$555K0.2%+81.3%0.001%
5/7/2024 Sei Investments Co.57,887$14.64M0.0%+4.8%0.032%
5/7/2024 Chilton Capital Management LLC674$170K0.0%-98.7%0.000%
5/7/2024 Stonebrook Private Inc.3,339$844K0.2%+9.4%0.002%
5/7/2024 Concurrent Investment Advisors LLC4,867$1.23M0.0%-25.8%0.003%
5/7/2024 Nixon Peabody Trust Co.73,509$18.59M1.7%+7.2%0.040%
5/7/2024 Montag A & Associates Inc.26,857$6.79M0.3%+7.5%0.015%
5/7/2024 Swiss National Bank546,480$138.20M0.1%-4.6%0.300%
5/7/2024 Forsta AP Fonden60,700$15.35M0.1%+7.8%0.033%
5/7/2024 Oppenheimer Asset Management Inc.13,467$3.41M0.0%-0.9%0.007%
5/7/2024 PFG Advisors5,411$1.37M0.1%-4.7%0.003%
5/7/2024 Brooklyn Investment Group870$217K0.1%N/A0.000%
5/7/2024 Hilltop National Bank619$157K0.1%N/A0.000%
5/7/2024 SG Americas Securities LLC45,787$11.58M0.1%+80.1%0.025%
5/7/2024 Empowered Funds LLC2,512$635K0.0%+35.5%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.11,096$2.81M0.0%-9.4%0.006%
5/6/2024 Empirical Finance LLC6,660$1.68M0.1%+3.4%0.004%
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5/6/2024 Duality Advisers LP9,095$2.30M0.2%N/A0.005%
5/6/2024 Advisory Alpha LLC1,481$375K0.0%N/A0.001%
5/6/2024 First Long Island Investors LLC1,038$262K0.0%N/A0.001%
5/6/2024 Texas Permanent School Fund Corp37,716$9.54M0.1%-0.2%0.021%
5/4/2024 Geneos Wealth Management Inc.12,138$3.07M0.1%+5.6%0.007%
5/4/2024 9258 Wealth Management LLC2,784$704K0.1%-4.5%0.002%
5/4/2024 Team Hewins LLC973$246K0.0%+5.0%0.001%
5/3/2024 FDx Advisors Inc.1,119$283K0.0%-55.3%0.001%
5/3/2024 Mediolanum International Funds Ltd193,284$48.82M0.8%N/A0.106%
5/3/2024 Markel Group Inc.55,726$14.09M0.1%+10.1%0.031%
5/3/2024 Chevy Chase Trust Holdings LLC106,854$27.02M0.1%-1.6%0.059%
5/3/2024 Commerce Bank72,347$18.30M0.1%-4.1%0.040%
5/3/2024 GSA Capital Partners LLP2,769$700K0.1%N/A0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S8,197$2.07M0.0%-47.5%0.005%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.7,625$1.93M0.8%+6.1%0.004%
5/3/2024 Central Pacific Bank Trust Division4,199$1.05M0.1%N/A0.002%
5/3/2024 Smith Salley Wealth Management8,945$2.26M0.2%+31.0%0.005%
5/3/2024 Whittier Trust Co. of Nevada Inc.47,454$12M0.3%+38.2%0.026%
5/3/2024 Whittier Trust Co.113,437$28.69M0.4%+33.9%0.062%
5/2/2024 Jennison Associates LLC140,914$35.64M0.0%+7.3%0.078%
5/2/2024 Mutual of America Capital Management LLC23,982$6.07M0.1%-2.4%0.013%
5/2/2024 Magnolia Capital Advisors LLC2,818$713K0.6%+7.6%0.002%
5/2/2024 Daiwa Securities Group Inc.35,457$8.97M0.1%+1.4%0.020%
5/2/2024 Graypoint LLC806$204K0.0%N/A0.000%
5/2/2024 Stack Financial Management Inc90,907$22.99M2.1%+0.2%0.050%
5/2/2024 Consolidated Planning Corp10,300$2.61M0.4%+28.6%0.006%
5/2/2024 Nordea Investment Management AB808,398$203.64M0.2%+17.8%0.445%
5/2/2024 Fidelis Capital Partners LLC1,110$281K0.0%N/A0.001%
5/2/2024 Goelzer Investment Management Inc.20,549$5.20M0.3%-3.4%0.011%
5/2/2024 BNP Paribas4,328$1.10M0.1%N/A0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.5,078$1.28M0.1%+10.2%0.003%
5/1/2024 Janney Montgomery Scott LLC36,288$9.18M0.0%+3.3%0.020%
5/1/2024 Fairhaven Wealth Management LLC14,191$3.59M1.2%-2.6%0.008%
5/1/2024 BNP Paribas Financial Markets164,147$41.51M0.0%+48.4%0.090%
5/1/2024 Mirae Asset Global Investments Co. Ltd.153,709$36.17M0.1%-38.5%0.085%
5/1/2024 BOK Financial Private Wealth Inc.6,527$1.65M0.1%-11.4%0.004%
5/1/2024 Braun Stacey Associates Inc.59,141$14.96M0.6%N/A0.033%
5/1/2024 Sequoia Financial Advisors LLC53,723$13.59M0.2%-6.8%0.030%
4/30/2024 Private Advisor Group LLC4,699$1.19M0.0%-9.9%0.003%
4/30/2024 Cutter & CO Brokerage Inc.1,638$414K0.1%-6.6%0.001%
4/30/2024 Retirement Systems of Alabama40,279$10.19M0.0%-0.2%0.022%
4/30/2024 Norden Group LLC2,781$703K0.1%N/A0.002%
4/30/2024 Van ECK Associates Corp99,179$25.08M0.0%-15.5%0.055%
4/30/2024 HB Wealth Management LLC2,389$604K0.0%+8.5%0.001%
4/30/2024 SpiderRock Advisors LLC2,140$543K0.0%N/A0.001%
4/30/2024Concord Wealth Partners241$61K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors946$239K0.0%-7.1%0.001%
4/30/2024 Caprock Group LLC2,158$546K0.0%+75.9%0.001%
4/30/2024 Perigon Wealth Management LLC2,942$744K0.0%-3.4%0.002%
4/30/2024 Hutchens & Kramer Investment Management Group LLC4,182$1.04M0.6%-5.7%0.002%
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4/30/2024 OFI 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%
4/29/2024 Mcdaniel Terry & Co.852$215K0.0%N/A0.000%
4/29/2024 Greenleaf Trust3,212$812K0.0%+1.8%0.002%
4/29/2024 Principal Financial Group Inc.218,839$55.34M0.0%+0.7%0.121%
4/29/2024 Benjamin F. Edwards & Company Inc.2,335$590K0.0%+5.6%0.001%
4/29/2024 Heritage Investors Management Corp70,848$17.92M0.6%+0.6%0.039%
4/29/2024 Phillips Wealth Planners LLC1,008$255K0.3%N/A0.001%
4/29/2024 Tower Bridge Advisors81,876$20.71M2.1%-27.3%0.045%
(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, 1,014 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 874 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 100,517,823 shares in the last 24 months. This purchase volume represents approximately $22.08B in transactions.

Which IQVIA major shareholders have been selling company stock?

Of the 638 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 68,087,907 shares in the last 24 months. This volume of shares sold represents approximately $14.86B in transactions.


This page (NYSE:IQV) was last updated on 5/9/2024 by MarketBeat.com Staff

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