IQVIA Ownership 2024 | Who Owns IQVIA Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

18.68%

Insider Ownership

0.92%

Retail Ownership

80.41%

Institutional Holders

543.00

IQVIA Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	11.15%	0.08%	20,283,577	-784,684	-3.72%	4,288,759,520	Jun 30, 2024
BLACKROCK INC.	8.38%	0.07%	15,234,992	-155,409	-1.01%	3,221,286,701	Jun 30, 2024
HARRIS ASSOCIATES L P	5.87%	3.82%	10,671,294	527,906	5.20%	2,256,338,387	Jun 30, 2024
STATE STREET CORP	4.41%	0.07%	8,028,119	66,076	0.83%	1,697,465,481,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.32%	0.08%	4,221,991	66,048	1.59%	890,273,537	Jun 30, 2024
MORGAN STANLEY	2.25%	0.07%	4,084,172	97,563	2.45%	863,557,977	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	2.21%	0.30%	4,023,229	-200,334	-4.74%	850,671,540	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	1.87%	0.71%	3,403,488	211,653	6.63%	719,633,503	Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC	1.81%	0.87%	3,288,515	24,571	0.75%	695,322,000	Jun 30, 2024
FARALLON CAPITAL MANAGEMENT LLC	1.61%	2.92%	2,923,032	86,870	3.06%	618,045,886	Jun 30, 2024
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.44%	0.67%	2,611,653	100,968	4.02%	552,207,910	Jun 30, 2024
LONGVIEW PARTNERS (GUERNSEY) LTD	1.22%	3.49%	2,227,405	-295,800	-11.72%	470,962,513	Jun 30, 2024
FMR LLC	1.14%	0.03%	2,082,379	-238,864	-10.29%	440,298,092	Jun 30, 2024
CANTILLON CAPITAL MANAGEMENT LLC	1.04%	2.68%	1,895,129	127,789	7.23%	400,706,075	Jun 30, 2024
INVESCO LTD.	0.93%	0.08%	1,695,879	-286,124	-14.44%	358,576,640	Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC	0.90%	1.41%	1,635,201	264,555	19.30%	344,998,190	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.89%	0.06%	1,624,214	121	0.01%	343,423,808	Jun 30, 2024
NORGES BANK	0.89%	0.05%	1,621,332	1,621,332	100.00%	342,814,438	Jun 30, 2024
NORTHERN TRUST CORP	0.88%	0.06%	1,598,876	8,686	0.55%	338,066,341,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.86%	0.06%	1,558,172	223,213	16.72%	329,459,889	Jun 30, 2024

IQVIA's largest institutional shareholder is VANGUARD GROUP INC, holding 11.15% of the company's total share outstanding, currently valued at $4.29B. The top 10 institutional shareholders own together 41.87% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ATALAN CAPITAL PARTNERS, LP	0.31%	10.94%	555,000	-55,000	-9.02%	117,349,200	Jun 30, 2024
TYBOURNE CAPITAL MANAGEMENT (HK) LTD	0.08%	6.57%	152,890	-36,200	-19.14%	32,327,062	Jun 30, 2024
	0.03%	5.88%	51,400	51,400	100.00%	10,580,659	Jun 30, 2024
2XIDEAS AG	0.11%	5.44%	205,900	279	0.14%	43,535,496	Jun 30, 2024
BOONE CAPITAL MANAGEMENT LLC	0.05%	5.22%	94,734	94,734	100.00%	20,030,557	Jun 30, 2024
BAYBERRY CAPITAL PARTNERS LP	0.06%	4.79%	113,000	8,000	7.62%	23,892,720	Jun 30, 2024
EAGLE HEALTH INVESTMENTS LP	0.07%	4.52%	121,895	-	-	25,773,479	Jun 30, 2024
HARRIS ASSOCIATES L P	5.87%	3.82%	10,671,294	527,906	5.20%	2,256,338,387	Jun 30, 2024
TRAN CAPITAL MANAGEMENT, L.P.	0.08%	3.59%	146,178	-10,968	-6.98%	30,907,876	Jun 30, 2024
LONGVIEW PARTNERS (GUERNSEY) LTD	1.22%	3.49%	2,227,405	-295,800	-11.72%	470,962,513	Jun 30, 2024
INVERA WEALTH ADVISORS, LLC	0.01%	3.26%	14,506	46	0.32%	3,183,197	Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP	0.19%	3.08%	338,446	93,604	38.23%	71,561,022	Jun 30, 2024
FARALLON CAPITAL MANAGEMENT LLC	1.61%	2.92%	2,923,032	86,870	3.06%	618,045,886	Jun 30, 2024
WASHINGTON TRUST ADVISORS, INC.	0.08%	2.73%	140,294	-3,029	-2.11%	29,663,765	Jun 30, 2024
KELLY LAWRENCE W & ASSOCIATES INC/CA	0.03%	2.71%	56,202	-62	-0.11%	11,883,351	Jun 30, 2024
CANTILLON CAPITAL MANAGEMENT LLC	1.04%	2.68%	1,895,129	127,789	7.23%	400,706,075	Jun 30, 2024
LIONTRUST INVESTMENT PARTNERS LLP	0.47%	2.56%	851,811	-16,042	-1.85%	180,106,918	Jun 30, 2024
MONTAG & CALDWELL, LLC	0.03%	2.27%	53,243	-13,666	-20.42%	11,257,700	Jun 30, 2024
BOSTON FAMILY OFFICE LLC	0.07%	2.07%	136,037	-1,056	-0.77%	28,764,000	Jun 30, 2024
PREMIER FUND MANAGERS LTD	0.13%	1.96%	230,000	40,000	21.05%	48,953,000	Jun 30, 2024

The largest IQVIA shareholder by % of total assets is ATALAN CAPITAL PARTNERS, LP. The company owns 555.00K shares of IQVIA (IQV), representing 10.94% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.89%	0.05%	1,621,332	1,621,332	100.00%	342,814,438	Jun 30, 2024
CAPITAL WORLD INVESTORS	0.37%	0.02%	665,933	665,933	100.00%	140,804,874	Jun 30, 2024
HARRIS ASSOCIATES L P	5.87%	3.82%	10,671,294	527,906	5.20%	2,256,338,387	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	0.19%	559,443	521,068	1357.83%	118,288,628	Jun 30, 2024
1832 ASSET MANAGEMENT L.P.	0.25%	0.08%	456,335	376,595	472.28%	96,487,472	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.18%	0.12%	333,947	333,947	100.00%	70,609,754	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.65%	0.07%	1,186,311	322,116	37.27%	250,833,597	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.18%	0.16%	323,913	306,408	1750.40%	68,488,165	Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.77%	0.55%	1,404,861	298,344	26.96%	293,531,553	Jun 30, 2024
B. METZLER SEEL. SOHN & CO. AG	0.34%	1.27%	623,986	286,315	84.79%	131,935,600	Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC	0.90%	1.41%	1,635,201	264,555	19.30%	344,998,190	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.14%	0.03%	255,200	243,700	2119.13%	53,959,488	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.86%	0.06%	1,558,172	223,213	16.72%	329,459,889	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	1.87%	0.71%	3,403,488	211,653	6.63%	719,633,503	Jun 30, 2024
D. E. SHAW & CO., INC.	0.15%	0.05%	268,552	198,808	285.05%	56,782,635	Jun 30, 2024
DEUTSCHE BANK AG\	0.39%	0.07%	713,172	183,092	34.54%	150,793,087	Jun 30, 2024
SQUAREPOINT OPS LLC	0.14%	0.09%	248,097	170,865	221.24%	52,457,630	Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC	0.18%	0.06%	328,918	164,771	100.38%	69,546,422	Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.14%	0.12%	248,578	161,172	184.39%	52,559,332	Jun 30, 2024
CRESTWOOD ADVISORS GROUP LLC	0.09%	0.70%	160,245	160,245	100.00%	33,882,504	Jun 30, 2024

As of Jun 30 2024, IQVIA's largest institutional buyer is NORGES BANK. The company purchased 1.62M stocks of IQV, valued at $342.81M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSTAINABLE GROWTH ADVISERS, LP	0.00%	0.00%	1,359	-1,613,546	-99.92%	287,347	Jun 30, 2024
BESSEMER GROUP INC	0.01%	0.00%	10,143	-1,252,746	-99.20%	2,144,000	Jun 30, 2024
VANGUARD GROUP INC	11.15%	0.08%	20,283,577	-784,684	-3.72%	4,288,759,520	Jun 30, 2024
JPMORGAN CHASE & CO	0.70%	0.02%	1,281,815	-760,610	-37.24%	271,027,016	Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	0.81%	0.07%	1,476,616	-662,186	-30.96%	312,225,075	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.01%	0.01%	9,180	-507,189	-98.22%	1,913,938	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	0.14%	0.04%	253,790	-451,272	-64.00%	53,679,935	Jun 30, 2024
FIL LTD	0.51%	0.20%	932,839	-357,332	-27.70%	197,239,478	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	0.32%	0.01%	579,823	-307,125	-34.63%	122,598,000	Jun 30, 2024
LONGVIEW PARTNERS (GUERNSEY) LTD	1.22%	3.49%	2,227,405	-295,800	-11.72%	470,962,513	Jun 30, 2024
INVESCO LTD.	0.93%	0.08%	1,695,879	-286,124	-14.44%	358,576,640	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	0.23%	0.05%	419,822	-284,416	-40.39%	88,767,164	Jun 30, 2024
FMR LLC	1.14%	0.03%	2,082,379	-238,864	-10.29%	440,298,092	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	2.21%	0.30%	4,023,229	-200,334	-4.74%	850,671,540	Jun 30, 2024
BLACKROCK INC.	8.38%	0.07%	15,234,992	-155,409	-1.01%	3,221,286,701	Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD	0.00%	0.01%	6,994	-147,173	-95.46%	1,478,811	Jun 30, 2024
JENNISON ASSOCIATES LLC	0.00%	0.00%	7,710	-133,204	-94.53%	1,630,123	Jun 30, 2024
AVIVA PLC	0.17%	0.18%	311,731	-133,011	-29.91%	65,912,403	Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	0.07%	168,800	-119,462	-41.44%	35,691,072	Jun 30, 2024
ROYAL BANK OF CANADA	0.21%	0.02%	382,605	-109,205	-22.20%	80,897,000	Jun 30, 2024

As of Jun 30 2024, IQVIA's biggest institutional seller is SUSTAINABLE GROWTH ADVISERS, LP. The company sold -1.61M shares of IQV, valued at $287.35K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.89%	0.05%	1,621,332	1,621,332	100.00%	342,814,438	Jun 30, 2024
CAPITAL WORLD INVESTORS	0.37%	0.02%	665,933	665,933	100.00%	140,804,874	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.18%	0.12%	333,947	333,947	100.00%	70,609,754	Jun 30, 2024
CRESTWOOD ADVISORS GROUP LLC	0.09%	0.70%	160,245	160,245	100.00%	33,882,504	Jun 30, 2024
HRT FINANCIAL LP	0.09%	0.19%	159,034	159,034	100.00%	33,626,000	Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	0.07%	0.94%	133,836	133,836	100.00%	28,298,284	Jun 30, 2024
	0.07%	1.44%	122,333	122,333	100.00%	25,864,876	Jun 30, 2024
BOONE CAPITAL MANAGEMENT LLC	0.05%	5.22%	94,734	94,734	100.00%	20,030,557	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.05%	0.28%	87,500	87,500	100.00%	18,501,000	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.04%	0.27%	69,544	69,544	100.00%	14,704,384	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.03%	0.08%	57,362	57,362	100.00%	12,129,000	Jun 30, 2024
SAWGRASS ASSET MANAGEMENT LLC	0.03%	1.29%	56,157	56,157	100.00%	11,873,836	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	0.04%	55,435	55,435	100.00%	11,721,176	Jun 30, 2024
	0.03%	5.88%	51,400	51,400	100.00%	10,580,659	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.03%	0.02%	49,131	49,131	100.00%	10,388,258	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.06%	47,365	47,365	100.00%	10,014,856	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.02%	0.10%	40,856	40,856	100.00%	8,639,000	Jun 30, 2024
NOMURA HOLDINGS INC	0.02%	0.02%	37,500	37,500	100.00%	7,929,000	Jun 30, 2024
EDGESTREAM PARTNERS, L.P.	0.01%	0.24%	23,825	23,825	100.00%	5,037,558	Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC	0.01%	0.17%	21,300	21,300	100.00%	4,503,672	Jun 30, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.01%	0.03%	17,829	17,829	100.00%	3,769,763	Jun 30, 2024
SEVEN EIGHT CAPITAL, LP	0.01%	0.35%	15,994	15,994	100.00%	3,381,771	Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD	0.01%	0.17%	14,680	14,680	100.00%	3,103,939	Jun 30, 2024
MIZUHO SECURITIES USA LLC	0.01%	0.07%	14,048	14,048	100.00%	2,970,309	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.01%	0.06%	13,405	13,405	100.00%	2,834,353	Jun 30, 2024
CERTUITY, LLC	0.01%	0.22%	13,275	13,275	100.00%	2,806,866	Jun 30, 2024
MAIA WEALTH LLC	0.01%	0.79%	11,554	11,554	100.00%	2,609,899	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	0.01%	0.07%	11,171	11,171	100.00%	2,361,996	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.01%	0.03%	10,566	10,566	100.00%	2,234,075	Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP	0.01%	0.02%	9,487	9,487	100.00%	2,005,931	Jun 30, 2024
	0.01%	0.51%	9,136	9,136	100.00%	1,931,796	Jun 30, 2024
KNOLLWOOD INVESTMENT ADVISORY, LLC	0.00%	0.20%	8,700	8,700	100.00%	1,839,528	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.00%	0.02%	8,019	8,019	100.00%	1,695,537	Jun 30, 2024
SCIENCAST MANAGEMENT LP	0.00%	0.55%	7,490	7,490	100.00%	1,583,686	Jun 30, 2024
CTC ALTERNATIVE STRATEGIES, LTD.	0.00%	0.65%	7,200	7,200	100.00%	1,522,368	Jun 30, 2024
GARDA CAPITAL PARTNERS LP	0.00%	0.05%	6,627	6,627	100.00%	1,401,213,000	Jun 30, 2024
SIMPLIFY ASSET MANAGEMENT INC.	0.00%	0.08%	5,743	5,743	100.00%	1,214,300	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	0.00%	0.23%	5,712	5,712	100.00%	1,207,745	Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC	0.00%	0.12%	5,156	5,156	100.00%	1,090,185	Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.00%	0.03%	5,099	5,099	100.00%	1,078,133	Jun 30, 2024
CHOREO, LLC	0.00%	0.02%	4,742	4,742	100.00%	989,470	Jun 30, 2024
COLONY GROUP, LLC	0.00%	0.00%	4,656	4,656	100.00%	984,000	Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC	0.00%	0.04%	4,423	4,423	100.00%	935,199	Jun 30, 2024
MQS MANAGEMENT LLC	0.00%	0.45%	3,547	3,547	100.00%	749,978	Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.00%	0.14%	3,289	3,289	100.00%	695,426	Jun 30, 2024
QUANTBOT TECHNOLOGIES LP	0.00%	0.03%	3,210	3,210	100.00%	678,722	Jun 30, 2024
ARISTEIA CAPITAL LLC	0.00%	0.01%	3,001	3,001	100.00%	634,531	Jun 30, 2024
INTACT INVESTMENT MANAGEMENT INC.	0.00%	0.02%	2,610	2,610	100.00%	551,858	Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.00%	0.17%	2,426	2,426	100.00%	512,953	Jun 30, 2024
OAK THISTLE LLC	0.00%	0.38%	2,404	2,404	100.00%	508,302	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.00%	0.01%	2,368	2,368	100.00%	500,690	Jun 30, 2024
PETRUS TRUST COMPANY, LTA	0.00%	0.05%	2,285	2,285	100.00%	483,140	Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI	0.00%	0.01%	2,056	2,056	100.00%	434,721	Jun 30, 2024
ISAM FUNDS (UK) LTD	0.00%	0.32%	2,008	2,008	100.00%	424,572	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.00%	0.00%	2,000	2,000	100.00%	422,880	Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP	0.00%	0.05%	1,900	1,900	100.00%	401,736	Jun 30, 2024
TRADELINK CAPITAL LLC	0.00%	1.04%	1,700	1,700	100.00%	359,000	Jun 30, 2024
BANCO BTG PACTUAL S.A.	0.00%	0.06%	1,629	1,629	100.00%	403,601	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.00%	0.00%	1,600	1,600	100.00%	338,304	Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC	0.00%	0.02%	1,534	1,534	100.00%	324,349	Jun 30, 2024
MACHINA CAPITAL S.A.S.	0.00%	0.14%	1,516	1,516	100.00%	320,543	Jun 30, 2024
CLAL INSURANCE ENTERPRISES HOLDINGS LTD	0.00%	0.00%	1,500	1,500	100.00%	317,000	Jun 30, 2024
QUADCAP WEALTH MANAGEMENT, LLC	0.00%	0.05%	1,386	1,386	100.00%	293,056	Jun 30, 2024
PLATFORM TECHNOLOGY PARTNERS	0.00%	0.10%	1,340	1,340	100.00%	283,330	Jun 30, 2024
GLENVIEW TRUST CO	0.00%	0.01%	1,317	1,317	100.00%	278,466	Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC	0.00%	0.05%	1,307	1,307	100.00%	276,352	Jun 30, 2024
MALAGA COVE CAPITAL, LLC	0.00%	0.10%	1,173	1,173	100.00%	248,019	Jun 30, 2024
CORTON CAPITAL INC.	0.00%	0.12%	1,067	1,067	100.00%	225,606	Jun 30, 2024
SPC FINANCIAL, INC.	0.00%	0.02%	1,026	1,026	100.00%	216,937	Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP	0.00%	0.25%	1,008	1,008	100.00%	213,132	Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC	0.00%	0.01%	973	973	100.00%	205,731	Jun 30, 2024
SIMMONS BANK	0.00%	0.02%	960	960	100.00%	202,982	Jun 30, 2024
1858 WEALTH MANAGEMENT, LLC	0.00%	0.17%	960	960	100.00%	202,982	Jun 30, 2024
WOLFF WIESE MAGANA LLC	0.00%	0.10%	605	605	100.00%	127,922	Jun 30, 2024
	0.00%	0.07%	545	545	100.00%	115,235	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.01%	396	396	100.00%	83,730	Jun 30, 2024
LIVE OAK INVESTMENT PARTNERS	0.00%	0.04%	202	202	100.00%	42,711	Jun 30, 2024
LEBENTHAL GLOBAL ADVISORS, LLC	0.00%	0.01%	200	200	100.00%	42,288	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	0.00%	0.01%	129	129	100.00%	27,276	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	120	120	100.00%	25,374	Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC	-	0.00%	58	58	100.00%	12,264	Jun 30, 2024
SOUTHSTATE CORP	-	0.00%	18	18	100.00%	3,806	Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC	-	0.00%	18	18	100.00%	3,806	Jun 30, 2024
ENRICH FINANCIAL PARTNERS LLC	-	0.00%	16	16	100.00%	3,383	Jun 30, 2024
TRUST CO OF VERMONT	-	0.00%	13	13	100.00%	2,749	Jun 30, 2024
SOUND INCOME STRATEGIES, LLC	-	0.00%	4	4	100.00%	846	Jun 30, 2024
TRADEWINDS CAPITAL MANAGEMENT, LLC	-	0.00%	3	3	100.00%	635	Jun 30, 2024
VALUED WEALTH ADVISORS LLC	-	0.00%	2	2	100.00%	423	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	-	0.00%	1	1	100.00%	211	Jun 30, 2024

IQVIA's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.62M shares, valued at $342.81M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	-	-	-	-69,053	-100.00%	-	Jun 30, 2024
MORAN WEALTH MANAGEMENT, LLC	-	-	-	-68,330	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-49,821	-100.00%	-	Jun 30, 2024
ELEVATUS WELATH MANAGEMENT	-	-	-	-33,750	-100.00%	-	Jun 30, 2024
MCKINLEY CAPITAL MANAGEMENT LLC	-	-	-	-30,190	-100.00%	-	Jun 30, 2024
GENERATE INVESTMENT MANAGEMENT LTD	-	-	-	-26,794	-100.00%	-	Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	-	-	-	-24,500	-100.00%	-	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	-	-	-	-18,115	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-15,300	-100.00%	-	Jun 30, 2024
SANDLER CAPITAL MANAGEMENT	-	-	-	-15,078	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-12,700	-100.00%	-	Jun 30, 2024
CONSOLIDATED PLANNING CORP	-	-	-	-10,300	-100.00%	-	Jun 30, 2024
MONECO ADVISORS, LLC	-	-	-	-9,136	-100.00%	-	Jun 30, 2024
FIDUCIARY ALLIANCE LLC	-	-	-	-7,488	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-7,360	-100.00%	-	Jun 30, 2024
WEALTHSHIELD PARTNERS, LLC	-	-	-	-7,100	-100.00%	-	Jun 30, 2024
L2 ASSET MANAGEMENT, LLC	-	-	-	-6,785	-100.00%	-	Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP	-	-	-	-6,100	-100.00%	-	Jun 30, 2024
WOLVERINE TRADING, LLC	-	-	-	-5,237	-100.00%	-	Jun 30, 2024
LINCOLN NATIONAL CORP	-	-	-	-4,124	-100.00%	-	Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	-	-	-	-3,929	-100.00%	-	Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP	-	-	-	-3,600	-100.00%	-	Jun 30, 2024
CAXTON ASSOCIATES LP	-	-	-	-3,329	-100.00%	-	Jun 30, 2024
LVM CAPITAL MANAGEMENT LTD/MI	-	-	-	-3,210	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-2,781	-100.00%	-	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-2,769	-100.00%	-	Jun 30, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-2,700	-100.00%	-	Jun 30, 2024
ZWJ INVESTMENT COUNSEL INC	-	-	-	-2,254	-100.00%	-	Jun 30, 2024
CAAS CAPITAL MANAGEMENT LP	-	-	-	-2,000	-100.00%	-	Jun 30, 2024
MOODY ALDRICH PARTNERS LLC	-	-	-	-1,878	-100.00%	-	Jun 30, 2024
BALENTINE LLC	-	-	-	-1,852	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-1,800	-100.00%	-	Jun 30, 2024
BANCO SANTANDER, S.A.	-	-	-	-1,657	-100.00%	-	Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC	-	-	-	-1,612	-100.00%	-	Jun 30, 2024
RESURGENT FINANCIAL ADVISORS LLC	-	-	-	-1,559	-100.00%	-	Jun 30, 2024
FULLERTON FUND MANAGEMENT CO LTD.	-	-	-	-1,498	-100.00%	-	Jun 30, 2024
MAVEN SECURITIES LTD	-	-	-	-1,492	-100.00%	-	Jun 30, 2024
ALPHAQ ADVISORS LLC	-	-	-	-1,465	-100.00%	-	Jun 30, 2024
NOMURA HOLDINGS INC	-	-	-	-1,457	-100.00%	-	Jun 30, 2024
NUMERAI GP LLC	-	-	-	-1,457	-100.00%	-	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	-	-	-	-1,400	-100.00%	-	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-1,243	-100.00%	-	Jun 30, 2024
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.	-	-	-	-1,210	-100.00%	-	Jun 30, 2024
TRUST POINT INC.	-	-	-	-1,198	-100.00%	-	Jun 30, 2024
TREK FINANCIAL, LLC	-	-	-	-1,195	-100.00%	-	Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.	-	-	-	-1,158	-100.00%	-	Jun 30, 2024
PERSONAL CFO SOLUTIONS, LLC	-	-	-	-1,137	-100.00%	-	Jun 30, 2024
MAVERICK CAPITAL LTD	-	-	-	-1,112	-100.00%	-	Jun 30, 2024
NEW REPUBLIC CAPITAL, LLC	-	-	-	-1,073	-100.00%	-	Jun 30, 2024
EFG ASSET MANAGEMENT (AMERICAS) CORP.	-	-	-	-1,014	-100.00%	-	Jun 30, 2024
TEAM HEWINS, LLC	-	-	-	-973	-100.00%	-	Jun 30, 2024
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	-	-	-	-971	-100.00%	-	Jun 30, 2024
CLARIUS GROUP, LLC	-	-	-	-963	-100.00%	-	Jun 30, 2024
CONGRESS ASSET MANAGEMENT CO /MA	-	-	-	-945	-100.00%	-	Jun 30, 2024
GOOD LIFE ADVISORS, LLC	-	-	-	-934	-100.00%	-	Jun 30, 2024
ALERUS FINANCIAL NA	-	-	-	-931	-100.00%	-	Jun 30, 2024
NORTHROCK PARTNERS, LLC	-	-	-	-921	-100.00%	-	Jun 30, 2024
MARSHALL FINANCIAL GROUP INC /ADV	-	-	-	-914	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-913	-100.00%	-	Jun 30, 2024
CAHABA WEALTH MANAGEMENT, INC.	-	-	-	-906	-100.00%	-	Jun 30, 2024
ENTERPRISE FINANCIAL SERVICES CORP	-	-	-	-882	-100.00%	-	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-878	-100.00%	-	Jun 30, 2024
EVERPAR ADVISORS LLC	-	-	-	-869	-100.00%	-	Jun 30, 2024
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC	-	-	-	-860	-100.00%	-	Jun 30, 2024
ADELL HARRIMAN & CARPENTER INC	-	-	-	-858	-100.00%	-	Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC	-	-	-	-857	-100.00%	-	Jun 30, 2024
MCDANIEL TERRY & CO	-	-	-	-852	-100.00%	-	Jun 30, 2024
CONNING INC.	-	-	-	-843	-100.00%	-	Jun 30, 2024
MUIRFIELD WEALTH ADVISORS LLC	-	-	-	-836	-100.00%	-	Jun 30, 2024
PROFICIO CAPITAL PARTNERS LLC	-	-	-	-833	-100.00%	-	Jun 30, 2024
OPTAS, LLC	-	-	-	-828	-100.00%	-	Jun 30, 2024
SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ	-	-	-	-800	-100.00%	-	Jun 30, 2024
CHILTON INVESTMENT CO INC.	-	-	-	-791	-100.00%	-	Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC	-	-	-	-750	-100.00%	-	Jun 30, 2024
ACCORDANT ADVISORY GROUP INC	-	-	-	-687	-100.00%	-	Jun 30, 2024
HOMESTEAD ADVISERS CORP	-	-	-	-564	-100.00%	-	Jun 30, 2024
E FUND MANAGEMENT (HONG KONG) CO., LTD.	-	-	-	-382	-100.00%	-	Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC	-	-	-	-331	-100.00%	-	Jun 30, 2024
CONCORD WEALTH PARTNERS	-	-	-	-241	-100.00%	-	Jun 30, 2024
TRUVESTMENTS CAPITAL LLC	-	-	-	-45	-100.00%	-	Jun 30, 2024
INDIANA TRUST & INVESTMENT MANAGEMENT CO	-	-	-	-21	-100.00%	-	Jun 30, 2024
NEWSQUARE CAPITAL LLC	-	-	-	-12	-100.00%	-	Jun 30, 2024
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	-	-	-	-9	-100.00%	-	Jun 30, 2024
RAKUTEN SECURITIES, INC.	-	-	-	-8	-100.00%	-	Jun 30, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.	-	-	-	-7	-100.00%	-	Jun 30, 2024
GROUP ONE TRADING, L.P.	-	-	-	-5	-100.00%	-	Jun 30, 2024
WEST PACES ADVISORS INC.	-	-	-	-4	-100.00%	-	Jun 30, 2024
BEAIRD HARRIS WEALTH MANAGEMENT, LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	-	-	-	-2	-100.00%	-	Jun 30, 2024
BROWN BROTHERS HARRIMAN & CO	-	-	-	-1	-100.00%	-	Jun 30, 2024

IQVIA's largest sold out institutional shareholder by shares sold is LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA, sold -69.05K shares, valued at -, as of undefined.

IQVIA Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BlackRock Capital Appreciation Fund, Inc.	2.05%	330,137	-	-	Feb 29, 2024
NICHOLAS HIGH INCOME FUND, INC.	1.93%	1,750,000	-	-	Jun 30, 2020
VOYAGEUR MUTUAL FUNDS III	1.35%	13,294	-	-	Jan 31, 2024
Eaton Vance Floating-Rate Income Plus Fund	1.29%	169,312	-	-	May 31, 2021
HIGHLAND FUNDS II	1.28%	19,000	-	-	Dec 31, 2023
AQUILA FUNDS TRUST	0.80%	750,000	-	-	Mar 28, 2024
GENERAL ELECTRIC RSP U.S. EQUITY FUND	0.80%	401,051	-9,935	-2.42%	Mar 31, 2021
T. Rowe Price Corporate Income Fund, Inc.	0.69%	4,065,000	4,065,000	-	Feb 29, 2024
John Hancock Hedged Equity & Income Fund	0.65%	100,000	-	-	Mar 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.63%	430,000	-	-	Jan 31, 2024
Transparent Value Trust	0.51%	8,204	-	-	Dec 31, 2023
AQUILA FUNDS TRUST	0.47%	440,000	-	-	Mar 28, 2024
LAUDUS TRUST	0.45%	231,010	-	-	Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST	0.40%	2,000,000	2,000,000	-	Mar 28, 2024
ALLSPRING INCOME OPPORTUNITIES FUND	0.40%	2,650,000	-	-	Jan 31, 2024
MASTER FOCUS GROWTH LLC	0.40%	138,065	-	-	Nov 30, 2020
MFS INTERMEDIATE HIGH INCOME FUND	0.39%	200,000	-	-	Feb 29, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.	0.39%	2,800,000	2,800,000	-	Feb 29, 2024
Kelly Strategic ETF Trust	0.36%	9,679	3,862	66.39%	Feb 29, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND	0.35%	180,000	-	-	Feb 29, 2024
DELAWARE POOLED TRUST	0.34%	360,000	-	-	Jan 31, 2024
PARNASSUS FUNDS	0.32%	476,093	-363,190	-43.27%	Mar 31, 2024
PIONEER SERIES TRUST XI	0.32%	158,865	-	-	Mar 28, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.31%	107,000	-2,000	-1.83%	Mar 31, 2024
Federated Hermes Equity Income Fund, Inc.	0.30%	44,630	-	-	Feb 29, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.29%	200,000	-	-	Jan 31, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND	0.29%	150,000	-	-	Feb 29, 2024
EATON VANCE SENIOR INCOME TRUST	0.29%	457,187	-	-	Mar 31, 2024
T. Rowe Price Capital Appreciation Fund, Inc.	0.28%	64,230,000	64,230,000	-	Mar 31, 2024
Milliman Variable Insurance Trust	0.27%	114	-11	-8.80%	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.27%	8,647,000	-	-	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.27%	8,647,000	8,647,000	-	Mar 31, 2024
Guggenheim Active Allocation Fund	0.26%	1,600,000	-	-	Feb 29, 2024
JOHN HANCOCK CAPITAL SERIES	0.24%	257,657	-15,507	-5.68%	Jan 31, 2024
Value Line Mid Cap Focused Fund, Inc.	0.24%	208,000	63,000	43.45%	Mar 31, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA	0.24%	13,600,000	13,600,000	-	Jan 31, 2024
EATON VANCE SENIOR INCOME TRUST	0.24%	374,062	-937	-0.25%	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.23%	120,297	-	-	Mar 31, 2024
Eaton Vance Floating-Rate Income Trust	0.23%	1,300,000	1,300,000	-	Feb 29, 2024
SENIOR DEBT PORTFOLIO	0.23%	17,700,000	17,700,000	-	Jan 31, 2024
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.	0.23%	19,795,000	19,795,000	-	Mar 28, 2024
EATON VANCE SENIOR FLOATING RATE TRUST	0.23%	1,350,000	1,350,000	-	Jan 31, 2024
EATON VANCE VARIABLE TRUST	0.22%	1,321,687	-3,312	-0.25%	Mar 31, 2024
EATON VANCE FLOATING RATE PORTFOLIO/MA	0.22%	12,471,747	-	-	Jan 31, 2024
Virtus Convertible & Income Fund II	0.22%	825,000	-	-	Jan 31, 2024
AGF Investments Trust	0.22%	-4,112	1,228	-23.00%	Mar 31, 2024
Virtus Convertible & Income Fund	0.22%	1,065,000	-	-	Jan 31, 2024
PENN SERIES FUNDS INC	0.21%	6,265,000	6,265,000	-	Mar 28, 2024
WESTERN ASSET PREMIER BOND FUND	0.21%	500,000	500,000	-	Mar 28, 2024
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.	0.20%	17,415,000	17,415,000	-	Mar 28, 2024
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.	0.20%	17,415,000	-	-	Mar 28, 2024
FIDELITY MAGELLAN FUND	0.20%	1,562,500	-	-	Mar 31, 2024
TAX-MANAGED GROWTH PORTFOLIO	0.20%	74,076	-	-	Mar 31, 2024
BLACKROCK FLOATING RATE INCOME TRUST	0.19%	751,117	-1,882	-0.25%	Mar 31, 2024
MFS SERIES TRUST VIII	0.18%	8,251,000	-	-	Jan 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.18%	125,000	-	-	Jan 31, 2024
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	0.18%	1,259,000	-	-	Feb 29, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND	0.18%	2,000,000	2,000,000	-	Jan 31, 2024
SENIOR DEBT PORTFOLIO	0.18%	13,619,889	-	-	Jan 31, 2024
NICHOLAS II, INC	0.18%	83,070	-	-	Dec 31, 2023
PIONEER SERIES TRUST XII	0.17%	126,975	-	-	Feb 29, 2024
ADAMS DIVERSIFIED EQUITY FUND, INC.	0.17%	56,200	-	-	Dec 31, 2023
Eaton Vance Floating-Rate Income Trust	0.17%	967,500	-	-	Feb 29, 2024
AMCAP FUND	0.17%	1,444,099	-1,886	-0.13%	Feb 29, 2024
JOHN HANCOCK INVESTORS TRUST	0.17%	492,000	-	-	Jan 31, 2024
ELFUN TRUSTS	0.16%	177,300	-	-	Mar 31, 2024
Virtus Global Multi-Sector Income Fund	0.16%	250,000	-	-	Feb 29, 2024
EATON VANCE SENIOR FLOATING RATE TRUST	0.15%	894,937	-	-	Jan 31, 2024
BlackRock Series Fund II, Inc.	0.14%	30,000	-	-	Mar 31, 2024
EATON VANCE VARIABLE TRUST	0.14%	810,670	-	-	Mar 31, 2024
VOYA CREDIT INCOME FUND	0.14%	200,000	-	-	Feb 29, 2024
BlackRock Private Investments Fund	0.14%	224,000	-	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.13%	2,465,000	-	-	Jan 31, 2024
BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.	0.13%	1,219,942	-3,057	-0.25%	Mar 31, 2024
Virtus Investment Trust	0.13%	4,485,000	-	-	Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND	0.13%	2,745,000	-	-	Mar 31, 2024
HIGH INCOME OPPORTUNITIES PORTFOLIO	0.13%	1,662,000	-	-	Jan 31, 2024
T. Rowe Price Multi-Sector Account Portfolios, Inc.	0.13%	200,000	-	-	Feb 29, 2024
CANTOR SELECT PORTFOLIOS TRUST	0.12%	27,070	-	-	Mar 31, 2024
Natixis ETF Trust	0.12%	25,000	-	-	Mar 31, 2024
Natixis ETF Trust	0.12%	25,000	25,000	-	Mar 31, 2024
EATON VANCE SERIES TRUST II	0.12%	7,663,000	-	-	Jan 31, 2024
Eaton Vance Tax-Managed Buy-Write Strategy Fund	0.12%	1,344	-	-	Mar 31, 2023
ALLSPRING INCOME OPPORTUNITIES FUND	0.12%	770,000	-	-	Jan 31, 2024
DEUTSCHE DWS PORTFOLIO TRUST	0.12%	541,605	-	-	Jan 31, 2024
T. Rowe Price Credit Opportunities Fund, Inc.	0.12%	200,000	-	-	Feb 29, 2024
Nuveen Investment Trust V	0.11%	5,750,000	5,750,000	-	Feb 29, 2024
ALLSPRING INCOME OPPORTUNITIES FUND	0.11%	725,000	-	-	Jan 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.	0.11%	13,863	-	-	Dec 31, 2023
SEI Exchange Traded Funds	0.11%	1,526	-	-	Dec 31, 2023
BRIDGES INVESTMENT FUND INC	0.11%	3,250	-	-	Dec 31, 2022
T. Rowe Price Capital Appreciation Fund, Inc.	0.11%	24,503,000	8,465,000	52.78%	Mar 31, 2024
Value Line Select Growth Fund, Inc.	0.11%	12,000	-	-	Mar 31, 2024
T. Rowe Price High Yield Fund, Inc.	0.10%	8,350,000	1,175,000	16.38%	Feb 29, 2024
NEW AMERICA HIGH INCOME FUND INC	0.10%	280,000	-	-	Mar 31, 2024
MFS INTERMEDIATE INCOME TRUST	0.10%	353,000	353,000	-	Jan 31, 2024
Voya INVESTORS TRUST	0.10%	5,457,000	5,457,000	-	Mar 31, 2024
AMERICAN HIGH INCOME TRUST	0.10%	18,115,000	5,000,000	38.12%	Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II	0.09%	220,000	-	-	Mar 31, 2024
MFS SERIES TRUST IX	0.09%	19,833,000	-	-	Jan 31, 2024

IQVIA's largest mutual fund holder by % of total assets is "BlackRock Capital Appreciation Fund, Inc.", owning 330.14K shares, compromising 2.05% of its total assets.

IQVIA Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	543	-46.97%
31 Mar, 24	1,024	6.22%
31 Dec, 23	964	1.47%
30 Sep, 23	950	1.39%
30 Jun, 23	937	0.54%
31 Mar, 23	932	0.76%
31 Dec, 22	925	4.28%
30 Sep, 22	887	0.68%
30 Jun, 22	881	-3.29%
31 Mar, 22	911	-4.71%
31 Dec, 21	956	8.51%
30 Sep, 21	881	1.50%
30 Jun, 21	868	10.57%
31 Mar, 21	785	1.42%
31 Dec, 20	774	7.20%
30 Sep, 20	722	3.44%
30 Jun, 20	698	2.20%
31 Mar, 20	683	-4.61%
31 Dec, 19	716	3.77%
30 Sep, 19	690	2.22%
30 Jun, 19	675	1.05%
31 Mar, 19	668	11.71%
31 Dec, 18	598	3.10%
30 Sep, 18	580	11.11%
30 Jun, 18	522	0.58%
31 Mar, 18	519	-1.70%
31 Dec, 17	528	52700.00%
30 Sep, 17	1	-
31 Mar, 16	1	-
30 Sep, 11	1	-
30 Jun, 10	1	-

As of 30 Jun 24, 543 institutions are holding IQVIA's shares, representing a decrease of -46.97% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	33,974,762	-78.49%
31 Mar, 24	157,951,379	-2.90%
31 Dec, 23	162,663,751	1.31%
30 Sep, 23	160,559,910	1.02%
30 Jun, 23	158,932,898	-20.17%
31 Mar, 23	199,095,217	23.14%
31 Dec, 22	161,677,205	-0.34%
30 Sep, 22	162,232,705	-0.15%
30 Jun, 22	162,481,523	-1.34%
31 Mar, 22	164,683,491	-0.88%
31 Dec, 21	166,143,905	-0.64%
30 Sep, 21	167,213,951	-0.78%
30 Jun, 21	168,526,627	0.64%
31 Mar, 21	167,461,071	-0.10%
31 Dec, 20	167,627,919	-0.53%
30 Sep, 20	168,523,092	-0.81%
30 Jun, 20	169,894,893	-0.23%
31 Mar, 20	170,289,216	-0.50%
31 Dec, 19	171,137,704	-2.30%
30 Sep, 19	175,161,320	-1.00%
30 Jun, 19	176,930,067	-0.70%
31 Mar, 19	178,176,414	-1.08%
31 Dec, 18	180,124,908	-0.88%
30 Sep, 18	181,722,780	-1.82%
30 Jun, 18	185,085,753	-2.73%
31 Mar, 18	190,280,376	-1.16%
31 Dec, 17	192,522,839	1503984.68%
30 Sep, 17	12,800	-
31 Mar, 16	1,248	-
30 Sep, 11	2,338	-
30 Jun, 10	35	-

IQVIA (IQV) has 33.97M shares outstanding as of 30 Jun 24, down -78.49% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	18.68%	0.25%
31 Mar, 24	86.83%	1.09%
31 Dec, 23	89.42%	1.16%
30 Sep, 23	87.79%	1.18%
30 Jun, 23	86.19%	0.75%
31 Mar, 23	107.16%	1.44%
31 Dec, 22	86.18%	1.14%
30 Sep, 22	86.99%	1.17%
30 Jun, 22	86.29%	1.15%
31 Mar, 22	86.68%	1.15%
31 Dec, 21	86.80%	1.14%
30 Sep, 21	87.32%	1.13%
30 Jun, 21	87.96%	1.15%
31 Mar, 21	87.45%	1.14%
31 Dec, 20	87.63%	1.13%
30 Sep, 20	88.09%	1.11%
30 Jun, 20	89.00%	1.13%
31 Mar, 20	88.88%	1.16%
31 Dec, 19	87.72%	1.08%
30 Sep, 19	90.06%	1.11%
30 Jun, 19	90.18%	1.10%
31 Mar, 19	90.44%	1.11%
31 Dec, 18	90.29%	1.12%
30 Sep, 18	89.83%	1.11%
30 Jun, 18	89.98%	1.07%
31 Mar, 18	91.70%	1.17%
31 Dec, 17	88.39%	246652393.33%
30 Sep, 17	0.01%	-
31 Mar, 16	0.00%	-
30 Sep, 11	0.00%	-
30 Jun, 10	-	-

As of 30 Jun 24, IQVIA is held by 18.68% institutional shareholders, representing a 0.25% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	260	-48.41%
31 Mar, 24	504	24.75%
31 Dec, 23	404	-9.01%
30 Sep, 23	444	1.83%
30 Jun, 23	436	0.46%
31 Mar, 23	434	1.40%
31 Dec, 22	428	4.90%
30 Sep, 22	408	0.74%
30 Jun, 22	405	-3.57%
31 Mar, 22	420	-14.81%
31 Dec, 21	493	19.66%
30 Sep, 21	412	-6.15%
30 Jun, 21	439	12.85%
31 Mar, 21	389	-10.16%
31 Dec, 20	433	14.25%
30 Sep, 20	379	8.91%
30 Jun, 20	348	5.14%
31 Mar, 20	331	0.30%
31 Dec, 19	330	-4.35%
30 Sep, 19	345	-0.58%
30 Jun, 19	347	1.17%
31 Mar, 19	343	17.87%
31 Dec, 18	291	-4.28%
30 Sep, 18	304	12.18%
30 Jun, 18	271	13.87%
31 Mar, 18	238	-53.33%
31 Dec, 17	510	50900.00%
30 Sep, 17	1	-
31 Mar, 16	1	-
30 Sep, 11	1	-
30 Jun, 10	1	-

260 institutional shareholders have increased their position in IQV stock as of 30 Jun 24 compared to 504 in the previous quarter (a -48.41% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	183	-48.01%
31 Mar, 24	352	-15.38%
31 Dec, 23	416	19.88%
30 Sep, 23	347	2.06%
30 Jun, 23	340	-
31 Mar, 23	340	-7.36%
31 Dec, 22	367	10.21%
30 Sep, 22	333	-2.35%
30 Jun, 22	341	2.40%
31 Mar, 22	333	11.00%
31 Dec, 21	300	-5.66%
30 Sep, 21	318	12.77%
30 Jun, 21	282	12.80%
31 Mar, 21	250	8.23%
31 Dec, 20	231	5.48%
30 Sep, 20	219	-10.25%
30 Jun, 20	244	-0.41%
31 Mar, 20	245	-2.78%
31 Dec, 19	252	9.09%
30 Sep, 19	231	6.45%
30 Jun, 19	217	-6.06%
31 Mar, 19	231	4.52%
31 Dec, 18	221	21.43%
30 Sep, 18	182	2.82%
30 Jun, 18	177	-9.23%
31 Mar, 18	195	-
31 Dec, 17	-	-
30 Sep, 17	-	-
31 Mar, 16	-	-
30 Sep, 11	-	-
30 Jun, 10	-	-

183 institutional shareholders have reduced their position in IQV stock as of 30 Jun 24 compared to 352 in the previous quarter (a -48.01% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	543	-46.97%	33,974,762	-78.49%	18.68%	0.25%	260	-48.41%	183	-48.01%
31 Mar, 24	1,024	6.22%	157,951,379	-2.90%	86.83%	1.09%	504	24.75%	352	-15.38%
31 Dec, 23	964	1.47%	162,663,751	1.31%	89.42%	1.16%	404	-9.01%	416	19.88%
30 Sep, 23	950	1.39%	160,559,910	1.02%	87.79%	1.18%	444	1.83%	347	2.06%
30 Jun, 23	937	0.54%	158,932,898	-20.17%	86.19%	0.75%	436	0.46%	340	-
31 Mar, 23	932	0.76%	199,095,217	23.14%	107.16%	1.44%	434	1.40%	340	-7.36%
31 Dec, 22	925	4.28%	161,677,205	-0.34%	86.18%	1.14%	428	4.90%	367	10.21%
30 Sep, 22	887	0.68%	162,232,705	-0.15%	86.99%	1.17%	408	0.74%	333	-2.35%
30 Jun, 22	881	-3.29%	162,481,523	-1.34%	86.29%	1.15%	405	-3.57%	341	2.40%
31 Mar, 22	911	-4.71%	164,683,491	-0.88%	86.68%	1.15%	420	-14.81%	333	11.00%
31 Dec, 21	956	8.51%	166,143,905	-0.64%	86.80%	1.14%	493	19.66%	300	-5.66%
30 Sep, 21	881	1.50%	167,213,951	-0.78%	87.32%	1.13%	412	-6.15%	318	12.77%
30 Jun, 21	868	10.57%	168,526,627	0.64%	87.96%	1.15%	439	12.85%	282	12.80%
31 Mar, 21	785	1.42%	167,461,071	-0.10%	87.45%	1.14%	389	-10.16%	250	8.23%
31 Dec, 20	774	7.20%	167,627,919	-0.53%	87.63%	1.13%	433	14.25%	231	5.48%
30 Sep, 20	722	3.44%	168,523,092	-0.81%	88.09%	1.11%	379	8.91%	219	-10.25%
30 Jun, 20	698	2.20%	169,894,893	-0.23%	89.00%	1.13%	348	5.14%	244	-0.41%
31 Mar, 20	683	-4.61%	170,289,216	-0.50%	88.88%	1.16%	331	0.30%	245	-2.78%
31 Dec, 19	716	3.77%	171,137,704	-2.30%	87.72%	1.08%	330	-4.35%	252	9.09%
30 Sep, 19	690	2.22%	175,161,320	-1.00%	90.06%	1.11%	345	-0.58%	231	6.45%
30 Jun, 19	675	1.05%	176,930,067	-0.70%	90.18%	1.10%	347	1.17%	217	-6.06%
31 Mar, 19	668	11.71%	178,176,414	-1.08%	90.44%	1.11%	343	17.87%	231	4.52%
31 Dec, 18	598	3.10%	180,124,908	-0.88%	90.29%	1.12%	291	-4.28%	221	21.43%
30 Sep, 18	580	11.11%	181,722,780	-1.82%	89.83%	1.11%	304	12.18%	182	2.82%
30 Jun, 18	522	0.58%	185,085,753	-2.73%	89.98%	1.07%	271	13.87%	177	-9.23%
31 Mar, 18	519	-1.70%	190,280,376	-1.16%	91.70%	1.17%	238	-53.33%	195	-
31 Dec, 17	528	52700.00%	192,522,839	1503984.68%	88.39%	246652393.33%	510	50900.00%	-	-
30 Sep, 17	1	-	12,800	-	0.01%	-	1	-	-	-
31 Mar, 16	1	-	1,248	-	0.00%	-	1	-	-	-
30 Sep, 11	1	-	2,338	-	0.00%	-	1	-	-	-
30 Jun, 10	1	-	35	-	-	-	1	-	-	-

IQVIA Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 30, 2024	Patel Bhavik	officer	See Remarks	F-InKind	Sell	83	$239.67	$19.89K	545
Jul 30, 2024	Cherofsky Keriann	officer	See Remarks	F-InKind	Sell	35	$239.67	$8.39K	753
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	-	-	-	628
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	1,740	$236.01	$410.66K	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	2,549	$250.43	$638.35K	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	5,150	$232.11	$1.20M	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	6,906	$214.34	$1.48M	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 30, 2024	Patel Bhavik	officer	See Remarks	F-InKind	Sell	83	$239.67	$19.89K	545
Jul 30, 2024	Cherofsky Keriann	officer	See Remarks	F-InKind	Sell	35	$239.67	$8.39K	753
Jul 22, 2024	Wims Morris Leslie	director	-	A-Award	Buy	123	-	-	2,423
Jul 22, 2024	GOGGINS COLLEEN A	director	-	A-Award	Buy	156	-	-	3,790
Jul 22, 2024	Fasano Jim	director	-	A-Award	Buy	155	-	-	1,518
Jul 22, 2024	DANHAKL JOHN G	director	-	A-Award	Buy	134	-	-	1,988
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	-	-	-	628
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	1,740	$236.01	$410.66K	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	2,549	$250.43	$638.35K	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	5,150	$232.11	$1.20M	-
May 17, 2024	Patel Bhavik	officer	See Remarks		Sell	6,906	$214.34	$1.48M	-
May 09, 2024	GOGGINS COLLEEN A	director	-	A-Award	Buy	1,047	-	-	11,290
May 09, 2024	GOGGINS COLLEEN A	director	-	A-Award	Buy	153	-	-	3,634
May 09, 2024	GOGGINS COLLEEN A	director	-	A-Award	Buy	163	-	-	3,481
May 09, 2024	Fasano Jim	director	-	A-Award	Buy	1,200	-	-	1,363
May 09, 2024	Fasano Jim	director	-	A-Award	Buy	163	-	-	163
May 09, 2024	Wims Morris Leslie	director	-	A-Award	Buy	1,167	-	-	2,300
May 09, 2024	Wims Morris Leslie	director	-	A-Award	Buy	128	-	-	1,133
May 09, 2024	DANHAKL JOHN G	director	-	A-Award	Buy	1,047	-	-	27,449
May 09, 2024	DANHAKL JOHN G	director	-	A-Award	Buy	131	-	-	1,854

The last insider sell of IQVIA's stock was made by Patel Bhavik on Jul 30 2024, selling 83 shares at $239.67 per share (valued at $19.89K).

IQVIA Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	4	2	200.00%
Q2 2024	10	5	200.00%
Q1 2024	19	37	51.35%
Q4 2023	5	6	83.33%
Q3 2023	7	12	58.33%
Q2 2023	10	2	500.00%
Q1 2023	13	21	61.90%
Q4 2022	3	1	300.00%
Q3 2022	3	4	75.00%
Q2 2022	10	-	-
Q1 2022	20	11	181.82%
Q4 2021	3	5	60.00%
Q3 2021	4	2	200.00%
Q2 2021	7	-	-
Q1 2021	19	7	271.43%
Q4 2020	4	5	80.00%
Q3 2020	11	17	64.71%
Q2 2020	9	5	180.00%
Q1 2020	19	25	76.00%
Q4 2019	4	6	66.67%

4 total buy trades, and 2 total sell trades (buy/sell ratio of 2.00%) were made by IQVIA's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	-	-
Q2 2024	-	-	-
Q1 2024	-	12	-
Q4 2023	-	3	-
Q3 2023	-	2	-
Q2 2023	-	2	-
Q1 2023	-	3	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	1	2	50.00%
Q3 2021	2	1	200.00%
Q2 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	1	3	33.33%
Q3 2020	1	6	16.67%
Q2 2020	-	2	-
Q1 2020	-	10	-
Q4 2019	-	2	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of IQVIA's stocks.

IQVIA Peer Ownership

Ticker	Company
RVTY	Revvity, Inc.
IDXX	IDEXX Laboratories, Inc.
ICLR	ICON Public Limited Company
TWST	Twist Bioscience Corporation
LH	Laboratory Corporation of America Holdings
QGEN	Qiagen N.V.
NEOG	Neogen Corporation
MEDP	Medpace Holdings, Inc.
CRL	Charles River Laboratories International, Inc.
MTD	Mettler-Toledo International Inc.
WAT	Waters Corporation

IQV Ownership FAQ

Who Owns IQVIA?

IQVIA is owned by institutional shareholders (18.68%), insiders (0.92%), and public (80.41%). The largest institutional shareholder of IQVIA is VANGUARD GROUP INC (11.15% of total shares) and the top mutual fund owner is BlackRock Capital Appreciation Fund, Inc. (2.05% of total shares).

Who are the major institutional shareholders of IQVIA?

IQVIA's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., HARRIS ASSOCIATES L P, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 32.13% of the company's share outstanding.

How many IQVIA shareholders are there?

As of Jun 2024, there are 543 institutional shareholders of IQVIA.

What percentage of IQVIA is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 20.28M shares of IQVIA, representing 11.15% of the company's total shares outstanding, valued at $4.29B (as of Jun 2024).

What percentage of IQVIA is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 15.23M shares of IQVIA (IQV), compromising 8.38% of the company, valued at $3.22B.

What percentage of IQVIA is owned by HARRIS ASSOCIATES L P?

HARRIS ASSOCIATES L P is the third largest holder of IQVIA. The company owns 10.67M of the company's shares outstanding (worth $2.26B).