Filing Research | IQV - IQVIA HLDGS INC Institutional Holdings

Snapshot holdings

50 / 254 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	340.5KSH	$65.8M
2	COUNTRY TRUST BANK	Shares	212.4KSH	$41.0M
3	Robeco Institutional Asset Management B.V.	Shares	175.5KSH	$33.9M
4	Howard Capital Management Group, LLC	Shares	134.7KSH	$26.0M
5	Artemis Investment Management LLP	Shares	116.0KSH	$22.4M
6	COMMUNITY TRUST & INVESTMENT CO	Shares	92.7KSH	$17.9M
7	Swedbank AB	Shares	90.3KSH	$17.4M
8	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	61.6KSH	$11.9M
9	QRG CAPITAL MANAGEMENT, INC.	Shares	58.4KSH	$11.3M
10	Czech National Bank	Shares	47.5KSH	$9.2M
11	Telos Capital Management, Inc.	Shares	46.8KSH	$9.0M
12	Mirae Asset Global Investments Co., Ltd.	Shares	42.6KSH	$8.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.0KSH	$8.1M
14	IFM Investors Pty Ltd	Shares	38.2KSH	$7.4M
15	SHEETS SMITH WEALTH MANAGEMENT	Shares	38.1KSH	$7.4M
16	Pine Valley Investments Ltd Liability Co	Shares	37.2KSH	$7.2M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.9KSH	$7.1M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	30.1KSH	$5.8M
19	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	29.0KSH	$5.6M
20	Police & Firemen's Retirement System of New Jersey	Shares	25.2KSH	$4.9M
21	Sava Infond d.o.o.	Shares	24.4KSH	$4.7M
22	D.A. DAVIDSON & CO.	Shares	23.2KSH	$4.5M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	22.7KSH	$4.4M
24	ABN AMRO INVESTMENT SOLUTIONS	Shares	20.7KSH	$4.0M
25	Graphene Investments SAS	Shares	20.4KSH	$3.9M
26	CULLEN INVESTMENT GROUP, LTD.	Shares	20.1KSH	$3.9M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.2KSH	$3.7M
28	Oliver Luxxe Assets LLC	Shares	18.6KSH	$3.6M
29	IFP Advisors, Inc	Shares	18.3KSH	$3.5M
30	Investment Research & Advisory Group, Inc.	Shares	18.1KSH	$3.5M
31	Crossmark Global Holdings, Inc.	Shares	17.3KSH	$3.3M
32	Morningstar Investment Management LLC	Shares	19.3KSH	$3.3M
33	Comprehensive Financial Consultants Institutional, Inc.	Shares	16.2KSH	$3.1M
34	Farther Finance Advisors, LLC	Shares	15.1KSH	$2.9M
35	Merit Financial Group, LLC	Shares	14.7KSH	$2.8M
36	Smith Salley Wealth Management	Shares	13.3KSH	$2.6M
37	ASR Vermogensbeheer N.V.	Shares	11.3KSH	$2.2M
38	Aspire Private Capital, LLC	Shares	11.2KSH	$2.2M
39	Y-Intercept (Hong Kong) Ltd	Shares	10.9KSH	$2.1M
40	Murphy Pohlad Asset Management LLC	Shares	10.9KSH	$2.1M
41	Goelzer Investment Management, Inc.	Shares	10.8KSH	$2.1M
42	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	10.1KSH	$2.0M
43	Sequoia Financial Advisors, LLC	Shares	9.5KSH	$1.8M
44	Cape Investment Advisory, Inc.	Shares	9.4KSH	$1.8M
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	9.2KSH	$1.8M
46	HF Advisory Group, LLC	Shares	9.1KSH	$1.8M
47	MIZUHO SECURITIES USA LLC	Shares	10.3KSH	$1.7M
48	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	8.8KSH	$1.7M
49	SBI Okasan Asset Management Co.Ltd.	Shares	8.8KSH	$1.7M
50	Louisiana State Employees Retirement System	Shares	8.5KSH	$1.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 281 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+109.3K	+$26.4M	$65.8M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+27.3K	+$6.0M	$11.3M
3	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+29.0K	+$5.6M	$5.6M
4	Robeco Institutional Asset Management B.V. trimmed	Shares	-1.5K	+$3.7M	$33.9M
5	Oliver Luxxe Assets LLC new	Shares	+18.6K	+$3.6M	$3.6M
6	Howard Capital Management Group, LLC added	Shares	+214	+$3.1M	$26.0M
7	COUNTRY TRUST BANK trimmed	Shares	-11.2K	+$2.9M	$41.0M
8	COMMUNITY TRUST & INVESTMENT CO added	Shares	+4.4K	+$2.9M	$17.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.2K	+$2.7M	$8.1M
10	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+11.1K	+$2.4M	$4.0M
11	Sava Infond d.o.o. added	Shares	+8.5K	+$2.0M	$4.7M
12	Swedbank AB trimmed	Shares	-1.2K	+$1.8M	$17.4M
13	Y-Intercept (Hong Kong) Ltd added	Shares	+8.5K	+$1.7M	$2.1M
14	Artemis Investment Management LLP trimmed	Shares	-6.0K	+$1.6M	$22.4M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.8K	+$1.4M	$8.2M
16	IFM Investors Pty Ltd added	Shares	+3.1K	+$1.4M	$7.4M
17	Oak Thistle LLC new	Shares	+7.0K	+$1.4M	$1.4M
18	Czech National Bank added	Shares	+1.3K	+$1.3M	$9.2M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.7K	+$1.1M	$5.8M
20	Telos Capital Management, Inc. added	Shares	+180	+$1.1M	$9.0M
21	Graphene Investments SAS added	Shares	+3.5K	+$1.1M	$3.9M
22	Munich Reinsurance Co Stock Corp in Munich new	Shares	+5.3K	+$1.0M	$1.0M
23	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-114	+$844.2K	$7.4M
24	Sivia Capital Partners, LLC added	Shares	+4.1K	+$830.1K	$1.2M
25	EAGLE ROCK INVESTMENT COMPANY, LLC trimmed	Shares	-3.4K	+$813.4K	$11.9M
26	Farther Finance Advisors, LLC added	Shares	+2.8K	+$795.4K	$2.9M
27	Prospera Financial Services Inc added	Shares	+3.5K	+$717.8K	$1.1M
28	IFP Advisors, Inc added	Shares	+1.6K	+$683.0K	$3.5M
29	D.A. DAVIDSON & CO. added	Shares	+897	+$678.2K	$4.5M
30	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+1.7K	+$654.5K	$3.1M
31	Crossmark Global Holdings, Inc. added	Shares	+1.2K	+$594.7K	$3.3M
32	HF Advisory Group, LLC added	Shares	+1.9K	+$523.6K	$1.8M
33	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$514.1K	$4.4M
34	Murphy Pohlad Asset Management LLC added	Shares	+1.3K	+$462.9K	$2.1M
35	CULLEN INVESTMENT GROUP, LTD. trimmed	Shares	-32	+$450.9K	$3.9M
36	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-746	+$444.2K	$4.9M
37	Trust Asset Management LLC added	Shares	+1.9K	+$396.8K	$725.8K
38	Merit Financial Group, LLC added	Shares	+330	+$389.5K	$2.8M
39	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.6K	+$385.3K	$7.1M
40	WADDELL & ASSOCIATES, LLC new	Shares	+1.9K	+$372.3K	$372.3K
41	Investment Research & Advisory Group, Inc. trimmed	Shares	-262	+$364.9K	$3.5M
42	Curated Wealth Partners LLC new	Shares	+13.7K	+$364.0K	$364.0K
43	Smith Salley Wealth Management added	Shares	+343	+$360.8K	$2.6M
44	ASR Vermogensbeheer N.V. added	Shares	+492	+$339.3K	$2.2M
45	NorthCrest Asset Manangement, LLC added	Shares	+1.3K	+$335.5K	$651.1K
46	Generali Investments CEE, investicni spolecnost, a.s. added	Shares	+1.1K	+$326.5K	$1.1M
47	PFG Investments, LLC new	Shares	+1.4K	+$279.0K	$279.0K
48	MISSION WEALTH MANAGEMENT, LP new	Shares	+1.4K	+$278.7K	$278.7K
49	Abel Hall, LLC new	Shares	+1.4K	+$274.6K	$274.6K
50	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-983	+$268.6K	$3.7M

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