IQVIA Ownership | Who Owns IQVIA?
IQVIA Ownership Summary
IQVIA is owned by 85.12% institutional investors, 0.92% insiders, and 13.96% retail investors. Vanguard group is the largest institutional shareholder, holding 11.15% of IQV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in IQVIA shares.
IQV Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | IQVIA | 85.12% | 0.92% | 13.96% |
Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
Industry | Diagnostics & Research Stocks | 52.07% | 8.42% | 39.50% |
Idea | SaaS Stocks List | 68.23% | 6.57% | 25.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 20.28M | 11.15% | $4.29B |
Blackrock | 15.23M | 8.38% | $3.22B |
Harris associates l p | 10.67M | 5.87% | $2.26B |
State street | 8.03M | 4.41% | $1.70B |
Geode capital management | 4.22M | 2.32% | $890.27M |
Morgan stanley | 4.08M | 2.25% | $863.56M |
Alliancebernstein | 4.02M | 2.21% | $850.67M |
Canada pension plan investment board | 3.40M | 1.87% | $719.63M |
Lazard asset management | 3.29M | 1.81% | $695.32M |
Farallon capital management | 2.92M | 1.61% | $618.05M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Atalan capital partners, lp | 555.00K | 10.94% | $117.35M |
Tybourne capital management (hk) | 152.89K | 6.57% | $32.33M |
Ecofi investissements sa | 51.40K | 5.88% | $10.58M |
2xideas | 205.90K | 5.44% | $43.54M |
Boone capital management | 94.73K | 5.22% | $20.03M |
Bayberry capital partners lp | 113.00K | 4.79% | $23.89M |
Harris associates l p | 10.67M | 3.82% | $2.26B |
Tran capital management | 146.18K | 3.59% | $30.91M |
Longview partners (guernsey) | 2.23M | 3.49% | $470.96M |
Invera wealth advisors | 14.51K | 3.26% | $3.18M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.62M | 0.05% | 1.62M |
Capital world investors | 665.93K | 0.02% | 665.93K |
Harris associates l p | 10.67M | 3.82% | 527.91K |
Qube research | 559.44K | 0.19% | 521.07K |
1832 asset management | 456.33K | 0.08% | 376.60K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Sustainable growth advisers, lp | 1.36K | 0.00% | -1.61M |
Bessemer group | 10.14K | 0.00% | -1.25M |
Vanguard group | 20.28M | 0.08% | -784.68K |
Jpmorgan chase | 1.28M | 0.02% | -760.61K |
Capital research global investors | 1.48M | 0.07% | -662.19K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.62M | 0.05% | 1.62M | $342.81M |
Capital world investors | 665.93K | 0.02% | 665.93K | $140.80M |
Renaissance | 333.95K | 0.12% | 333.95K | $70.61M |
Crestwood advisors group | 160.25K | 0.70% | 160.25K | $33.88M |
Hrt financial lp | 159.03K | 0.19% | 159.03K | $33.63M |
Sold Out
Holder | Change |
---|---|
Brown brothers harriman | -1.00 |
Financial network wealth advisors | -1.00 |
Migdal insurance & financial | -2.00 |
Peak6 investments | -3.00 |
Beaird harris wealth management | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 1,063 | 3.61% | 154,998,308 | -1.80% | 85 | 1.13% | 539 | 1.70% | 351 | 8.67% |
Jun 30, 2024 | 1,012 | -1.36% | 157,732,614 | -0.14% | 86 | 1.15% | 523 | 3.56% | 319 | -9.63% |
Mar 31, 2024 | 1,026 | 5.99% | 157,950,663 | -2.96% | 86 | 1.08% | 505 | 24.38% | 353 | -15.55% |
Dec 31, 2023 | 968 | 1.57% | 162,763,826 | 1.31% | 89 | 1.16% | 406 | -8.76% | 418 | 19.77% |
Sep 30, 2023 | 953 | 1.28% | 160,656,593 | -0.27% | 87 | 1.15% | 445 | 1.37% | 349 | 2.35% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 5.47M | 3.01% | -19.15K |
Vanguard Institutional 500 Index Trust | 4.59M | 2.53% | 53.05K |
Vanguard Mid Cap Index Institutional | 3.67M | 2.02% | 6.64K |
Oakmark Investor | 2.61M | 1.43% | 10.90K |
Fidelity 500 Index | 2.13M | 1.17% | -115.70K |
SPDR® S&P 500® ETF Trust | 2.10M | 1.16% | 714.00 |
iShares Core S&P 500 ETF | 1.93M | 1.06% | 2.96K |
Oakmark Select Investor | 1.92M | 1.06% | - |
Vanguard Health Care Inv | 1.60M | 0.88% | - |
Impax Global Opportunities Strategy Comp | 1.59M | 0.87% | -74.41K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 27, 2024 | Sherbet Eric | See Remarks | Sell | $320.23K |
Mar 01, 2024 | BOUSBIB ARI | See Remarks | Sell | $3.87M |
Mar 01, 2024 | BOUSBIB ARI | See Remarks | Sell | $4.07M |
Feb 29, 2024 | STAUB W RICHARD | See Remarks | Sell | $760.39K |
Feb 29, 2024 | STAUB W RICHARD | See Remarks | Sell | $2.22M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | 1 |
2024 Q2 | - | - |
2024 Q1 | - | 12 |
2023 Q4 | - | 3 |
IQV Ownership FAQ
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