IQVIA Ownership | Who Owns IQVIA?

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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 2.98% 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	88.01%	8.90%	3.09%
Industry	Diagnostics & Research Stocks	53.64%	8.31%	38.05%
Idea	SaaS Stocks List	70.86%	6.75%	22.39%

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
Longview partners (guernsey)	2.23M	3.49%	$470.96M
Invera wealth advisors	14.51K	3.26%	$3.18M
Hawk ridge capital management lp	338.45K	3.08%	$71.56M

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
Nordea investment management ab	1.41M	0.29%	452.03K

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
Reston wealth management	-1.00
Financial network wealth advisors	-1.00
Brown brothers harriman	-1.00
Mcf advisors	-1.00
Peak6 investments	-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	5.40M	2.98%	-40.38K
Vanguard Institutional 500 Index Trust	4.67M	2.57%	14.35K
Vanguard Mid Cap Index Institutional	3.71M	2.04%	14.07K
Oakmark Investor	2.75M	1.52%	140.00K
Oakmark Select Investor	2.64M	1.45%	712.00K
SPDR® S&P 500® ETF Trust	2.16M	1.19%	16.16K
Fidelity 500 Index	2.14M	1.18%	14.54K
iShares Core S&P 500 ETF	2.02M	1.12%	1.43K
Vanguard Health Care Inv	1.60M	0.88%	-
Vanguard Value Index Inv	1.47M	0.81%	-13.00K

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

Who Owns IQVIA?

IQVIA shareholders are primarily institutional investors at 85.12%, followed by 0.92% insiders and 13.96% retail investors. The average institutional ownership in IQVIA's industry, Diagnostics & Research Stocks, is 53.64%, which IQVIA exceeds.

Who owns the most shares of IQVIA?

IQVIA’s largest shareholders are Vanguard group (20.28M shares, 11.15%), Blackrock (15.23M shares, 8.38%), and Harris associates l p (10.67M shares, 5.87%). Together, they hold 25.39% of IQVIA’s total shares outstanding.

Does Blackrock own IQVIA?

Yes, BlackRock owns 8.38% of IQVIA, totaling 15.23M shares as of Jun 2024. This represents 0.07% of BlackRock's total assets, with a market value of 3.22B$. In the last quarter, BlackRock decreased its holdings by -155K shares, a -1.01% change.

Who is IQVIA’s biggest shareholder by percentage of total assets invested?

Atalan capital partners, lp is IQVIA’s biggest shareholder by percentage of total assets invested, with 10.94% of its assets in 555K IQVIA shares, valued at 117.35M$.

Who is the top mutual fund holder of IQVIA shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of IQVIA shares, with 2.98% of its total shares outstanding invested in 5.4M IQVIA shares.

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