IQVIA HOLDINGS INC (IQV) Institutional Ownership Changes & 13F Activity
IQVIA HOLDINGS INC (IQV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Manufacturers Life Insurance Company, The, Envestnet Asset Management Inc, Allianz Asset Management Gmbh, and Assenagon Asset Management S.A..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Miller Global Investments, Llc | Buy | +1,010 | — | 1,010 | $271.54K | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Buy | +163 | +7.0% | 2,503 | $673.00 | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +126 | +5.5% | 2,417 | $649.81K | Q3 2026 | Oct 02, 2026 |
| Goalvest Advisory Llc | Buy | +42 | — | 42 | $11.29K | Q3 2026 | Oct 02, 2026 |
| Burkett Financial Services, Llc | Buy | +167 | — | 167 | $44.90K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -585,374 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -58,407 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -4,872 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -7,508,244 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -94,005 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Anchor Investment Management, Llc | Sell | -323 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -628,936 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -4,610 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1,569 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Sell | -563,844 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -229,366 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -25 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -47 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -18,567 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -2,531 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Sell | -1,250 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Sell | -254,847 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -456 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -340,476 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -3,084 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -26,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Sell | -57,301 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Sell | -27,459 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -6,320 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Ratan Capital Management Lp | Sell | -3,342 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
Frequently asked questions about IQV activity
Which institutional owners are buying IQV?
Institutional owners buying IQV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IQV activity?
"Buy" means an investor increased their reported position in IQV compared to the prior reporting period. This reflects growing exposure to IQVIA HOLDINGS INC (IQV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IQV increasing?
Institutional interest in IQV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related IQV Institutional Insights
- IQV Overview
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- IQV Top Institutional Shareholders
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Healthcare Stocks By Institutional Investors
- IQV Insider Trading & SEC Form 4 Activity
- IQV Articles
- Top Institutional Investor Stock Rankings