Who holds IQVticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

IQVIA HLDGS INC · COM · quarter ended 2026-03-31 · 9 members disclosed IQV ↗

767

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$22.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

381

addsholders whose share count rose or who opened the position (new + add), by shares

163

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of IQV ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.6B	15,027,444	+867,371	add
2	HARRIS ASSOCIATES L P	$2.1B	12,183,275	+863,557	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	11,026,983	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	7,576,001	—	no prior
5	STATE STREET CORP	$1.3B	7,476,962	+30,050	add
6	Artisan Partners Limited Partnership	$863M	5,058,865	+1,687,480	add
7	Boston Partners	$723M	4,238,958	+151,578	add
8	ALLIANCEBERNSTEIN L.P.	$649M	2,878,897	−425,134	trim
9	Invesco Ltd.	$556M	3,261,778	+780,761	add
10	MORGAN STANLEY	$445M	2,609,867	+31,874	add
11	CANADA PENSION PLAN INVESTMENT BOARD	$341M	1,999,089	+295,669	add
12	Longview Partners (Guernsey) LTD	$324M	1,897,474	−322,950	trim
13	LAZARD ASSET MANAGEMENT LLC	$317M	1,858,834	−38,116	trim
14	FMR LLC	$316M	1,850,127	−1,628,128	trim
15	NORTHERN TRUST CORP	$295M	1,729,996	−4,421	trim
16	CANTILLON CAPITAL MANAGEMENT LLC	$292M	1,710,896	−230,248	trim
17	DIMENSIONAL FUND ADVISORS LP	$283M	1,657,696	+66,643	add
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$256M	1,499,267	+230,806	add
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$241M	1,412,147	+33,860	add
20	CIBC Bancorp USA Inc.	$224M	1,311,106	—	no prior
21	BANK OF AMERICA CORP /DE/	$222M	1,299,122	−96,756	trim
22	VICTORY CAPITAL MANAGEMENT INC	$221M	1,296,289	−379,190	trim
23	AQR CAPITAL MANAGEMENT LLC	$209M	1,240,858	−898,370	trim
24	RAYMOND JAMES FINANCIAL INC	$204M	1,202,725	+21,632	add
25	Legal & General Group Plc	$184M	1,079,804	+5,539	add
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$169M	992,190	+30,051	add
27	AMERICAN CENTURY COMPANIES INC	$164M	961,429	−35,010	trim
28	VANGUARD FIDUCIARY TRUST CO	$163M	954,718	—	no prior
29	Amundi	$148M	869,003	−206,218	trim
30	DEUTSCHE BANK AG\	$145M	852,671	+161,642	add
31	CADIAN CAPITAL MANAGEMENT, LP	$139M	813,152	+263,483	add
32	UBS Group AG	$131M	770,866	−43,191	trim
33	1832 Asset Management L.P.	$129M	757,430	−13,278	trim
34	FIL Ltd	$127M	745,630	−317,606	trim
35	Vontobel Holding Ltd.	$124M	724,918	+266,850	add
36	NORDEA INVESTMENT MANAGEMENT AB	$119M	705,547	−7,766	trim
37	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$109M	640,698	+117,021	add
38	Capital World Investors	$102M	599,624	+4,880	add
39	ENVESTNET ASSET MANAGEMENT INC	$101M	589,635	−2,156	trim
40	EARNEST PARTNERS LLC	$91.2M	534,647	−19,295	trim
41	FRANKLIN RESOURCES INC	$86.0M	504,242	−997	trim
42	Swiss National Bank	$85.2M	499,780	+33,900	add
43	Nuveen, LLC	$84.3M	494,490	−18,647	trim
44	ROYAL BANK OF CANADA	$68.5M	401,428	−115,491	trim
45	CITADEL ADVISORS LLC	$66.5M	390,042	−157,898	trim
46	WELLS FARGO & COMPANY/MN	$66.2M	388,264	+31,622	add
47	Mitsubishi UFJ Asset Management Co., Ltd.	$65.3M	383,060	+30,003	add
48	Vanguard Global Advisers, LLC	$63.3M	371,124	—	no prior
49	CITIGROUP INC	$62.9M	368,674	−172,164	trim
50	National Pension Service	$60.1M	352,562	+352,562	new
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$59.0M	346,188	+86,388	add
52	HSBC HOLDINGS PLC	$58.9M	344,929	−331,751	trim
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$57.5M	337,191	+6,563	add
54	EDMOND DE ROTHSCHILD HOLDING S.A.	$56.2M	329,393	−3,038	trim
55	FIRST MANHATTAN CO. LLC.	$51.2M	300,056	+31,190	add
56	VANGUARD ASSET MANAGEMENT, Ltd	$50.7M	297,131	—	no prior
57	Allianz Asset Management GmbH	$50.1M	293,532	−29,143	trim
58	BARCLAYS PLC	$49.2M	288,563	+26,608	add
59	Ilex Capital Partners (UK) LLP	$47.1M	276,395	+276,395	new
60	MILLENNIUM MANAGEMENT LLC	$45.7M	268,185	−468,673	trim
61	CIBC Asset Management Inc	$44.1M	258,540	+25,839	add
62	Quantinno Capital Management LP	$39.9M	233,974	+130,979	add
63	LAKEWOOD CAPITAL MANAGEMENT, LP	$39.6M	232,400	+75,400	add
64	Assenagon Asset Management S.A.	$39.4M	231,192	+7,467	add
65	SEB Asset Management AB	$39.0M	228,726	—	no prior
66	Candriam S.C.A.	$38.7M	226,794	−220,525	trim
67	COUNTRY TRUST BANK	$38.1M	223,631	+26,097	add
68	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$38.1M	223,568	−3,078	trim
69	TWO SIGMA INVESTMENTS, LP	$37.5M	219,984	+132,959	add
70	Jefferies Financial Group Inc.	$37.3M	218,675	+81,610	add
71	Orbis Allan Gray Ltd	$37.2M	218,248	−1,682,843	trim
72	Aberdeen Group plc	$37.0M	216,774	+24,078	add
73	Danica Pension, Livsforsikringsaktieselskab	$36.0M	211,164	+211,164	new
74	Freestone Grove Partners LP	$34.8M	203,851	+203,851	new
75	BANK OF MONTREAL /CAN/	$34.4M	201,588	−13,213	trim
76	PRINCIPAL FINANCIAL GROUP INC	$33.5M	196,198	+6,897	add
77	ASSETMARK, INC	$31.3M	183,483	+10,858	add
78	ASSOCIATED BANC-CORP	$30.9M	181,003	+4,840	add
79	BNP Paribas Asset Management Holding S.A.	$30.8M	180,880	−26,023	trim
80	Trajan Wealth LLC	$30.4M	178,071	+15,914	add
81	Robeco Institutional Asset Management B.V.	$30.2M	177,005	−4,258	trim
82	CI INVESTMENTS INC.	$30.0M	176,021	+63,900	add
83	Korea Investment CORP	$29.4M	172,126	+35,640	add
84	Dana Investment Advisors, Inc.	$28.4M	166,811	+10,543	add
85	JUPITER ASSET MANAGEMENT LTD	$27.4M	160,621	+160,621	new
86	Act Two Investors LLC	$27.1M	158,622	−6,132	trim
87	STIFEL FINANCIAL CORP	$26.4M	154,592	+9,225	add
88	TRUIST FINANCIAL CORP	$25.7M	150,630	−1,812	trim
89	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$25.5M	149,586	+149,586	new
90	AVIVA PLC	$25.4M	149,054	+3,982	add
91	PANAGORA ASSET MANAGEMENT INC	$25.1M	147,215	−45,565	trim
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$25.1M	146,928	0	no change
93	Calamos Advisors LLC	$24.8M	145,688	−43,019	trim
94	Cerity Partners LLC	$24.6M	144,059	−35,616	trim
95	LPL Financial LLC	$24.3M	142,354	+6,883	add
96	MML INVESTORS SERVICES, LLC	$22.9M	134,525	−27,831	trim
97	Ensign Peak Advisors, Inc	$22.9M	134,401	+84,503	add
98	SEI INVESTMENTS CO	$22.2M	130,461	+8,925	add
99	Clarkston Capital Partners, LLC	$22.2M	130,423	−122,102	trim
100	Banco Santander, S.A.	$21.2M	124,100	−26,457	trim
101	Artemis Investment Management LLP	$20.8M	122,020	−112,262	trim
102	Andra AP-fonden	$20.7M	121,405	+92,505	add
103	Zurcher Kantonalbank (Zurich Cantonalbank)	$20.7M	121,284	+121,284	new
104	Cetera Investment Advisers	$20.5M	119,946	+7,517	add
105	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.3M	112,691	−5,073	trim
106	Gotham Asset Management, LLC	$19.0M	111,419	+46,747	add
107	NATIONAL BANK OF CANADA /FI/	$18.8M	110,275	+32,839	add
108	Compagnie Lombard Odier SCmA	$18.4M	108,098	+11,672	add
109	TD ASSET MANAGEMENT INC	$18.3M	107,556	+8,049	add
110	Hardman Johnston Global Advisors LLC	$17.4M	101,825	−8,082	trim
111	Coronation Fund Managers Ltd.	$17.1M	100,522	+25,739	add
112	FRANKLIN STREET ADVISORS INC /NC	$16.9M	99,196	+29,440	add
113	Zurich Insurance Group Ltd/FI	$16.8M	98,727	+98,727	new
114	GDS Wealth Management	$16.8M	98,388	+5,864	add
115	IEQ CAPITAL, LLC	$16.4M	96,067	−56,308	trim
116	Focus Partners Wealth	$16.3M	95,605	+8,009	add
117	CLARK ESTATES INC/NY	$16.2M	95,200	+35,000	add
118	Pictet Asset Management Holding SA	$16.1M	94,585	−592	trim
119	Redwood Grove Capital, LLC	$15.9M	93,500	+47,600	add
120	Swedbank AB	$15.6M	91,532	+174	add
121	STATE OF WISCONSIN INVESTMENT BOARD	$15.6M	91,193	+2,578	add
122	PRUDENTIAL FINANCIAL INC	$15.1M	88,835	−6,386	trim
123	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$15.1M	88,490	+98	add
124	Parkman Healthcare Partners LLC	$14.8M	86,702	+51,472	add
125	Chevy Chase Trust Holdings, LLC	$14.8M	86,635	−3,010	trim
126	Vanguard Investments Australia, Ltd.	$14.5M	85,306	—	no prior
127	EASTERN BANK	$14.3M	84,033	−1,610	trim
128	World Investment Advisors	$14.0M	82,112	+430	add
129	Steward Partners Investment Advisory, LLC	$13.9M	81,427	+6,307	add
130	Moran Wealth Management, LLC	$13.7M	80,434	+40,217	add
131	Squarepoint Ops LLC	$13.7M	80,301	+74,174	add
132	Running Oak Capital LLC	$13.6M	79,596	+3,377	add
133	Nippon Life Global Investors Americas, Inc.	$13.5M	78,960	−440	trim
134	FIFTH THIRD BANCORP	$13.4M	78,755	+56,151	add
135	ROYAL LONDON ASSET MANAGEMENT LTD	$13.4M	78,478	0	no change
136	APG Asset Management N.V.	$12.9M	86,976	−11,593	trim
137	EULAV Asset Management	$12.8M	75,034	−233,969	trim
138	CREDIT AGRICOLE S A	$12.6M	73,990	−8,916	trim
139	BLI - Banque de Luxembourg Investments	$12.5M	55,825	+55,825	new
140	Asset Management One Co., Ltd.	$12.4M	72,913	−60	trim
141	WELLINGTON MANAGEMENT GROUP LLP	$12.4M	72,874	+19,029	add
142	Lombard Odier Asset Management (Europe) Ltd	$11.9M	69,585	+19,255	add
143	Vinva Investment Management Ltd	$11.7M	70,531	−140,905	trim
144	Stanley Capital Management, LLC	$11.5M	67,400	0	no change
145	BRUNI J V & CO /CO	$11.5M	67,350	−457	trim
146	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.4M	66,773	+36,619	add
147	EAGLE ROCK INVESTMENT COMPANY, LLC	$11.1M	64,975	+4,559	add
148	SCHWARTZ INVESTMENT COUNSEL INC	$10.9M	64,000	0	no change
149	Arvest Bank Trust Division	$10.9M	63,667	−1,667	trim
150	Tredje AP-fonden	$10.7M	62,825	+62,825	new
151	PRIMECAP MANAGEMENT CO/CA/	$10.6M	62,332	−369,739	trim
152	Taikang Asset Management (Hong Kong) Co Ltd	$10.5M	61,835	+15,292	add
153	ARMISTICE CAPITAL, LLC	$10.4M	60,884	+60,884	new
154	Mariner, LLC	$10.3M	60,612	−26,692	trim
155	NOMURA ASSET MANAGEMENT CO LTD	$10.0M	58,803	+759	add
156	ADAGE CAPITAL PARTNERS GP, L.L.C.	$9.9M	57,852	−30,608	trim
157	State of New Jersey Common Pension Fund D	$9.8M	57,680	+79	add
158	MACKENZIE FINANCIAL CORP	$9.7M	56,982	+22,743	add
159	Freshford Capital Management, LLC	$9.6M	56,371	+16,734	add
160	OSAIC HOLDINGS, INC.	$9.6M	56,189	−6,420	trim
161	EXENCIAL WEALTH ADVISORS, LLC	$9.3M	54,823	−2,209	trim
162	Baird Financial Group, Inc.	$9.2M	53,899	+53,899	new
163	Walter Public Investments Inc.	$9.1M	53,572	−12,132	trim
164	Resona Asset Management Co.,Ltd.	$9.1M	53,692	+810	add
165	Federation des caisses Desjardins du Quebec	$9.1M	53,351	−10,684	trim
166	Rhenman & Partners Asset Management AB	$9.0M	53,000	+26,500	add
167	Lansforsakringar Fondforvaltning AB (publ)	$8.9M	52,206	−1,157	trim
168	SFE Investment Counsel	$8.9M	51,922	+3,903	add
169	McGuire Investment Group, LLC	$8.8M	51,769	−131	trim
170	Creative Planning	$8.8M	51,674	−7,683	trim
171	Calamos Wealth Management LLC	$8.7M	50,926	−1,984	trim
172	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.6M	50,658	+19,750	add
173	VOYA INVESTMENT MANAGEMENT LLC	$8.6M	50,596	−102,264	trim
174	TORONTO DOMINION BANK	$8.5M	50,042	−6,810	trim
175	SaddleRock Capital Management LLC	$8.4M	49,536	+15,530	add
176	Allspring Global Investments Holdings, LLC	$8.3M	48,376	+40,124	add
177	Diversified Trust Co	$8.3M	48,817	−59	trim
178	Sendero Wealth Management, LLC	$8.3M	48,756	+1,353	add
179	Varma Mutual Pension Insurance Co	$8.2M	48,050	−5,000	trim
180	Bridgewater Associates, LP	$8.0M	47,119	+33,354	add
181	MARKEL GROUP INC.	$8.0M	46,900	0	no change
182	Telos Capital Management, Inc.	$7.9M	46,575	+2,359	add
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.9M	46,506	+20,750	add
184	Arizona State Retirement System	$7.9M	46,283	−400	trim
185	Czech National Bank	$7.9M	46,190	+1,285	add
186	PRUDENTIAL PLC	$7.8M	45,666	+2,976	add
187	Graham Capital Management, L.P.	$7.8M	45,475	+45,475	new
188	Sone Capital Management, LLC	$7.7M	44,878	−38,059	trim
189	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.6M	44,294	−300	trim
190	COMMERCE BANK	$7.5M	44,126	−1,989	trim
191	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.3M	42,781	−22,351	trim
192	Pine Valley Investments Ltd Liability Co	$7.3M	42,533	−10,669	trim
193	Daiwa Securities Group Inc.	$7.1M	41,841	−3,215	trim
194	STEPHENS INC /AR/	$6.9M	40,725	+12,117	add
195	SECTOR GAMMA AS	$6.9M	40,230	+40,230	new
196	Mirae Asset Global Investments Co., Ltd.	$6.8M	39,728	−492	trim
197	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.7M	39,507	−106	trim
198	SHEETS SMITH WEALTH MANAGEMENT	$6.5M	38,194	−7,367	trim
199	Verdence Capital Advisors LLC	$6.2M	36,485	−3,242	trim
200	Retirement Systems of Alabama	$6.1M	36,016	−213	trim
201	EDENTREE ASSET MANAGEMENT Ltd	$6.1M	35,600	+11,000	add
202	NewEdge Advisors, LLC	$6.0M	35,368	+6,252	add
203	GUGGENHEIM CAPITAL LLC	$6.0M	35,151	+1,449	add
204	IFM Investors Pty Ltd	$6.0M	35,037	+1,755	add
205	Integral Health Asset Management, LLC	$6.0M	35,000	+35,000	new
206	WCG Wealth Advisors LLC	$5.9M	34,786	+1,204	add
207	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.9M	34,615	+1,082	add
208	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.9M	34,579	+5,555	add
209	B. Metzler seel. Sohn & Co. AG	$5.9M	34,323	+4,146	add
210	Swiss Life Asset Management Ltd	$5.8M	34,165	−2,654	trim
211	USS Investment Management Ltd	$5.8M	34,025	+1,128	add
212	Militia Capital Management LLC	$5.8M	34,000	—	no prior
213	Inspire Investing, LLC	$5.8M	33,955	+15,238	add
214	Woodline Partners LP	$5.7M	33,247	+4,196	add
215	Broyhill Asset Management, LLC	$5.6M	32,704	+7,196	add
216	CWM, LLC	$5.5M	32,272	−23,558	trim
217	Marks Group Wealth Management, Inc	$5.5M	32,107	−8,888	trim
218	PEAK6 LLC	$5.4M	31,809	−13,879	trim
219	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.4M	32,827	−3,133	trim
220	US BANCORP \DE\	$5.4M	31,459	+885	add
221	QRG CAPITAL MANAGEMENT, INC.	$5.3M	31,124	+26,630	add
222	COMMONWEALTH EQUITY SERVICES, LLC	$5.2M	30,380	+4,211	add
223	OP Asset Management Ltd	$5.2M	30,227	—	no prior
224	PRINCIPAL SECURITIES, INC.	$5.1M	29,713	−1,922	trim
225	MAI Capital Management	$5.1M	29,649	+2,333	add
226	BRANDES INVESTMENT PARTNERS, LP	$5.0M	29,496	0	no change
227	ProShare Advisors LLC	$5.0M	29,295	−5,044	trim
228	Eurizon Capital SGR S.p.A.	$5.0M	29,247	+511	add
229	MERIDIAN MANAGEMENT CO	$5.0M	29,148	−140	trim
230	Invenomic Capital Management LP	$4.9M	28,859	+28,859	new
231	Vanguard Personalized Indexing Management, LLC	$4.9M	28,778	−3,494	trim
232	NEOS Investment Management LLC	$4.9M	28,569	−59	trim
233	Generali Asset Management SPA SGR	$4.9M	28,537	−3,505	trim
234	XPONANCE LLC	$4.8M	28,373	+3,895	add
235	PINKERTON WEALTH, LLC	$4.8M	21,247	−400	trim
236	FIRST TRUST ADVISORS LP	$4.8M	28,023	−34,759	trim
237	Vision Capital Management, Inc.	$4.8M	27,970	−23	trim
238	Utah Retirement Systems	$4.7M	27,453	−456	trim
239	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.7M	27,337	+5,053	add
240	PLATINUM INVESTMENT MANAGEMENT LTD	$4.6M	26,708	0	no change
241	MGO ONE SEVEN LLC	$4.5M	26,295	−1,610	trim
242	SUPERSTRING CAPITAL MANAGEMENT LP	$4.4M	25,668	+25,668	new
243	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.3M	25,170	+532	add
244	BANK OF NOVA SCOTIA	$4.3M	24,971	−6,975	trim
245	Tidal Investments LLC	$4.2M	24,683	−35,205	trim
246	Atria Investments, Inc	$4.2M	24,659	−2,821	trim
247	Rakuten Investment Management, Inc.	$4.2M	25,205	+2,815	add
248	Meridian Wealth Advisors, LLC	$4.1M	24,093	+5,849	add
249	CIBC WORLD MARKET INC.	$4.1M	23,899	+2,916	add
250	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.0M	23,471	−6,645	trim
251	Rockefeller Capital Management L.P.	$3.9M	22,950	−184,953	trim
252	SHERMAN PORFOLIOS, LLC	$3.9M	22,781	+2,291	add
253	Fideuram Asset Management (Ireland) dac	$3.9M	22,204	+20,271	add
254	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.9M	22,668	+434	add
255	CASTLEARK MANAGEMENT LLC	$3.9M	22,580	+22,580	new
256	D.A. DAVIDSON & CO.	$3.8M	22,261	−4,929	trim
257	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.7M	21,906	+343	add
258	Janus Henderson Group Ltd.	$3.7M	21,686	−818	trim
259	2Xideas AG	$3.7M	21,656	−8,036	trim
260	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$3.6M	21,000	+18,500	add
261	M&T BANK CORP	$3.5M	20,351	−5,623	trim
262	Man Group plc	$3.5M	20,308	+3,611	add
263	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.4M	19,674	+1,060	add
264	Empowered Funds, LLC	$3.3M	19,519	+11,642	add
265	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.3M	19,409	+19,409	new
266	Morningstar Investment Management LLC	$3.3M	19,341	+897	add
267	Corient Private Wealth LLC	$3.1M	18,666	−23,495	trim
268	Investment Research & Advisory Group, Inc.	$3.1M	18,320	+362	add
269	Glassy Mountain Advisors, Inc.	$3.1M	18,309	+540	add
270	Taproot Management LP	$3.1M	18,208	+3,424	add
271	Cannell & Spears LLC	$3.1M	17,961	−211	trim
272	UniSuper Management Pty Ltd	$3.1M	17,906	+1,377	add
273	Clear Harbor Asset Management, LLC	$3.0M	17,846	+3,011	add
274	MACQUARIE GROUP LTD	$3.0M	17,845	−16,329	trim
275	STOREBRAND ASSET MANAGEMENT AS	$3.0M	17,647	—	no prior
276	Carmel Capital Partners, LLC	$2.9M	17,226	+2,137	add
277	REGIONS FINANCIAL CORP	$2.9M	16,853	−2,254	trim
278	Legacy Wealth Management, LLC / MS	$2.8M	16,687	−3,953	trim
279	Modera Wealth Management, LLC	$2.8M	16,512	−650	trim
280	Balefire, LLC	$2.8M	16,467	+1,749	add
281	Sanctuary Advisors, LLC	$2.8M	16,216	+1,576	add
282	Crossmark Global Holdings, Inc.	$2.7M	16,084	—	no prior
283	Pathstone Holdings, LLC	$2.7M	16,051	−727	trim
284	MERCER GLOBAL ADVISORS INC /ADV	$2.7M	16,029	−6,739	trim
285	Sava Infond d.o.o.	$2.7M	15,910	0	no change
286	Voya Financial Advisors, Inc.	$2.6M	15,967	−113	trim
287	Manhattan West Asset Management, LLC	$2.5M	14,791	+14,791	new
288	Comprehensive Financial Consultants Institutional, Inc.	$2.5M	14,494	+1,358	add
289	Merit Financial Group, LLC	$2.4M	14,365	−3,105	trim
290	Orion Porfolio Solutions, LLC	$2.4M	14,173	−3,550	trim
291	Summit Trail Advisors, LLC	$2.4M	13,866	+6,766	add
292	NLB Skladi, upravljanje premozenja, d.o.o.	$2.3M	13,585	+2,085	add
293	Rafferty Asset Management, LLC	$2.2M	13,109	−5,226	trim
294	Edgestream Partners, L.P.	$2.2M	13,108	+13,108	new
295	Smith Salley Wealth Management	$2.2M	12,987	+71	add
296	FEDERATED HERMES, INC.	$2.2M	12,915	−8,068	trim
297	New Age Alpha Advisors, LLC	$2.2M	12,902	−423	trim
298	Wealthfront Advisers LLC	$2.2M	12,824	+835	add
299	Osmosis Investment Management UK Ltd	$2.2M	12,653	+12,653	new
300	Farringdon Capital, Ltd.	$2.1M	12,535	+12,535	new
301	Concurrent Investment Advisors, LLC	$2.1M	12,238	+290	add
302	Investment Management Corp of Ontario	$2.1M	12,183	−1,982	trim
303	Pure Financial Advisors, LLC	$2.0M	11,831	+100	add
304	Aspire Private Capital, LLC	$2.0M	11,665	+779	add
305	FULLER & THALER ASSET MANAGEMENT, INC.	$1.9M	11,424	+11,424	new
306	JAG CAPITAL MANAGEMENT, LLC	$1.9M	11,274	−23	trim
307	Goelzer Investment Management, Inc.	$1.9M	11,266	+6,789	add
308	GeoWealth Management, LLC	$1.9M	10,954	+130	add
309	CALIBER WEALTH MANAGEMENT, LLC / KS	$1.9M	10,950	+153	add
310	&PARTNERS	$1.8M	10,802	+258	add
311	ASR Vermogensbeheer N.V.	$1.8M	10,767	+149	add
312	Avanza Fonder AB	$1.8M	10,761	0	no change
313	Metis Global Partners, LLC	$1.8M	10,700	+118	add
314	Norinchukin Bank, The	$1.8M	10,672	+16	add
315	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.8M	10,656	+3,924	add
316	TWIN CITY PRIVATE WEALTH, LLC	$1.8M	10,570	+557	add
317	Stamos Capital Partners, L.P.	$1.8M	10,452	+2,988	add
318	Pallas Capital Advisors LLC	$1.8M	10,412	−1,571	trim
319	Cape Investment Advisory, Inc.	$1.8M	10,380	−290	trim
320	MIZUHO SECURITIES USA LLC	$1.7M	10,253	−2,147	trim
321	WealthShield Partners, LLC	$1.7M	10,208	+10,208	new
322	Cumberland Partners Ltd	$1.7M	10,005	−2,713	trim
323	Sequoia Financial Advisors, LLC	$1.7M	9,811	+1,421	add
324	HighTower Advisors, LLC	$1.7M	9,680	+2,325	add
325	Murphy Pohlad Asset Management LLC	$1.7M	9,677	+9,677	new
326	L2 Asset Management, LLC	$1.6M	9,600	+7,737	add
327	ABN AMRO INVESTMENT SOLUTIONS	$1.6M	9,557	+3,234	add
328	OneDigital Investment Advisors LLC	$1.6M	9,546	+3,121	add
329	KEYBANK NATIONAL ASSOCIATION/OH	$1.6M	9,486	+383	add
330	Maia Wealth LLC	$1.6M	9,453	−2,754	trim
331	Callan Family Office, LLC	$1.6M	9,304	−1,276	trim
332	FIDUCIARY FAMILY OFFICE, LLC	$1.6M	9,204	+1,161	add
333	Banque Cantonale Vaudoise	$1.5M	8,525	+2,502	add
334	Dynamic Technology Lab Private Ltd	$1.4M	8,428	+8,428	new
335	Maryland State Retirement & Pension System	$1.4M	8,419	0	no change
336	OMERS ADMINISTRATION Corp	$1.4M	8,350	+1,822	add
337	CRUX WEALTH ADVISORS	$1.4M	8,300	−100	trim
338	AE Wealth Management LLC	$1.4M	8,228	+411	add
339	OPPENHEIMER ASSET MANAGEMENT INC.	$1.4M	8,164	+862	add
340	CHAPMAN FINANCIAL GROUP, LLC	$1.4M	8,130	+9	add
341	LOM Asset Management Ltd	$1.4M	8,107	−220	trim
342	MOORE CAPITAL MANAGEMENT, LP	$1.4M	8,097	+8,097	new
343	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.3M	7,887	+7,887	new
344	XTX Topco Ltd	$1.3M	7,837	−16,019	trim
345	Brevan Howard Capital Management LP	$1.3M	7,723	−16,500	trim
346	Dai-ichi Life Insurance Company, Ltd	$1.3M	7,723	−4,000	trim
347	JANE STREET GROUP, LLC	$1.3M	7,722	−118,635	trim
348	TD Waterhouse Canada Inc.	$1.3M	7,607	+7,251	add
349	Integrated Advisors Network LLC	$1.3M	7,613	+441	add
350	Geneos Wealth Management Inc.	$1.3M	7,427	−424	trim
351	CenterBook Partners LP	$1.3M	7,416	+2,115	add
352	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	7,301	+3,828	add
353	HF Advisory Group, LLC	$1.2M	7,234	−916	trim
354	Caprock Group, LLC	$1.2M	7,205	+4,182	add
355	SUVRETTA CAPITAL MANAGEMENT, LLC	$1.2M	7,175	0	no change
356	Stratos Wealth Partners, LTD.	$1.2M	7,148	−744	trim
357	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$1.2M	7,045	+164	add
358	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	6,977	+513	add
359	MUFG Securities EMEA plc	$1.2M	6,977	0	no change
360	Numerai GP LLC	$1.2M	6,753	+3,384	add
361	MILFORD FUNDS LTD	$1.1M	6,732	+6,732	new
362	AlTi Global, Inc.	$1.1M	6,633	+16	add
363	ARVEST INVESTMENTS, INC.	$1.1M	6,583	−42	trim
364	EXCHANGE TRADED CONCEPTS, LLC	$1.1M	6,513	+704	add
365	NICOLET BANKSHARES INC	$1.1M	6,339	+6,339	new
366	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.1M	6,309	−34	trim
367	SPWM Advisors LLC	$1.1M	6,042	−565	trim
368	PARSONS CAPITAL MANAGEMENT INC/RI	$1.1M	6,183	−764	trim
369	Empirical Finance, LLC	$1.1M	6,181	−16	trim
370	Private Advisor Group, LLC	$1.0M	6,146	−106	trim
371	SAGESPRING WEALTH PARTNERS, LLC	$1.0M	6,140	+16	add
372	Advisors Asset Management, Inc.	$1.0M	6,113	−234	trim
373	EVOLVE PRIVATE WEALTH, LLC	$1.0M	6,076	−24	trim
374	ELEVATION POINT WEALTH PARTNERS, LLC	$1.0M	6,062	+5,032	add
375	Laird Norton Wetherby Trust Company, LLC	$1.0M	5,965	+90	add
376	OFI INVEST ASSET MANAGEMENT	$1.0M	6,113	+2,732	add
377	FULTON BANK, N.A.	$1.0M	5,943	+474	add
378	BLAIR WILLIAM & CO/IL	$1.0M	5,936	−2,046	trim
379	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.0M	5,900	0	no change
380	Vident Advisory, LLC	$1.0M	5,898	+1,587	add
381	Clearstead Advisors, LLC	$1.0M	5,888	−1,441	trim
382	Invera Wealth Advisors, LLC	$1.0M	5,880	−4,657	trim
383	CHOREO, LLC	$996K	5,837	+571	add
384	Tranquility Partners, LLC	$995K	5,834	−367	trim
385	Aviso Financial Inc.	$993K	5,822	−555	trim
386	OSSIAM	$974K	5,710	+724	add
387	Brooklyn Investment Group	$950K	5,569	+2,810	add
388	Oasis Advisors, LLC	$939K	5,505	—	no prior
389	Holocene Advisors, LP	$930K	5,454	+5,454	new
390	Laurel Wealth Advisors LLC	$928K	5,194	+407	add
391	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$926K	5,427	−14	trim
392	Lebenthal Global Advisors, LLC	$905K	5,307	−962	trim
393	TODD ASSET MANAGEMENT LLC	$888K	5,208	0	no change
394	Focus Partners Advisor Solutions, LLC	$878K	5,153	−4,183	trim
395	PRELUDE CAPITAL MANAGEMENT, LLC	$876K	5,138	−186	trim
396	Lido Advisors, LLC	$865K	5,074	+353	add
397	Verition Fund Management LLC	$855K	5,013	−17,543	trim
398	Malaga Cove Capital, LLC	$848K	4,970	−19	trim
399	Allred Capital Management, LLC	$841K	4,933	+94	add
400	One Wealth Map LLC	$840K	5,322	0	no change
401	Sowell Financial Services LLC	$835K	4,899	+153	add
402	North Dakota State Investment Board	$833K	4,883	−909	trim
403	QUADRANT CAPITAL GROUP LLC	$831K	4,874	+82	add
404	Chicago Partners Investment Group LLC	$812K	4,635	+70	add
405	Arax Advisory Partners	$812K	4,759	−3,296	trim
406	Fisher Asset Management, LLC	$809K	4,743	−250	trim
407	FIDUCIARY TRUST CO	$807K	4,732	−399	trim
408	Envestnet Portfolio Solutions, Inc.	$801K	4,698	−1,154	trim
409	Marex Group Ltd	$792K	4,642	+1,141	add
410	SECURIAN ASSET MANAGEMENT, INC	$780K	4,571	0	no change
411	HB Wealth Management, LLC	$768K	4,505	−227	trim
412	PFG Advisors	$758K	4,444	+300	add
413	TWO SIGMA SECURITIES, LLC	$745K	4,367	−5,116	trim
414	Van Diest Capital, LLC	$732K	4,293	+799	add
415	TRILLIUM ASSET MANAGEMENT, LLC	$720K	4,219	−164	trim
416	Dynamic Advisor Solutions LLC	$717K	4,205	+128	add
417	COLDSTREAM CAPITAL MANAGEMENT INC	$697K	4,089	−490	trim
418	Tulsa Wealth Advisors, INC	$697K	4,087	+4,087	new
419	MONTAG A & ASSOCIATES INC	$697K	4,086	−289	trim
420	BIRCHBROOK, INC.	$687K	4,028	−274	trim
421	State of Wyoming	$685K	4,019	−124	trim
422	Vestmark Advisory Solutions, Inc.	$668K	3,918	+2,916	add
423	Ritter Daniher Financial Advisory LLC / DE	$660K	3,871	−198	trim
424	Clearstead Trust, LLC	$660K	3,868	−270	trim
425	FLAGSHIP HARBOR ADVISORS, LLC	$655K	3,843	+3,843	new
426	Choate Investment Advisors	$655K	3,838	−6,516	trim
427	MAGNOLIA CAPITAL ADVISORS LLC	$649K	3,803	−420	trim
428	INTACT INVESTMENT MANAGEMENT INC.	$648K	3,800	+3,800	new
429	Kintegral Advisory, LLC	$637K	3,735	−166	trim
430	Outlook Wealth Advisors, LLC	$622K	3,645	−114	trim
431	VEGA INVESTMENT SOLUTIONS	$619K	3,627	+889	add
432	Sterling Investment Counsel, LLC	$616K	3,612	+277	add
433	CSS LLC/IL	$614K	3,600	+2,350	add
434	CLIENT 1ST ADVISORY GROUP, LLC	$612K	3,589	−232	trim
435	Walleye Trading LLC	$608K	3,564	+3,564	new
436	Tempo Wealth, LLC	$593K	3,477	0	no change
437	Independence Wealth Advisors, LLC	$590K	3,462	−271	trim
438	BEACON FINANCIAL GROUP	$577K	3,382	—	no prior
439	Kestra Advisory Services, LLC	$575K	3,373	−3,531	trim
440	Davis Investment Partners, LLC	$553K	3,240	+3,240	new
441	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$549K	3,219	+322	add
442	Herold Advisors, Inc.	$546K	3,200	0	no change
443	Oregon Pacific Wealth Management, LLC	$537K	3,147	+490	add
444	Camelot Portfolios, LLC	$532K	3,118	−108	trim
445	Leonteq Securities AG	$531K	3,114	+454	add
446	TEMA ETFS LLC	$525K	3,080	+365	add
447	Meeder Advisory Services, Inc.	$524K	3,073	−81	trim
448	SIGNATUREFD, LLC	$524K	3,071	−453	trim
449	AIA Group Ltd	$522K	3,063	+3,063	new
450	Waverly Advisors, LLC	$518K	3,036	−898	trim
451	Inscription Capital, LLC	$516K	3,023	+1,749	add
452	Cresset Asset Management, LLC	$515K	3,018	+377	add
453	Alpine Global Management, LLC	$514K	3,012	+3,012	new
454	CORSAIR CAPITAL MANAGEMENT, L.P.	$502K	2,943	−300	trim
455	Plan A Wealth LLC	$499K	2,926	+169	add
456	New England Research & Management, Inc.	$491K	2,880	−2,200	trim
457	Brookstone Capital Management	$487K	2,856	−75	trim
458	Inspire Advisors, LLC	$484K	2,840	−100	trim
459	Vise Technologies, Inc.	$484K	2,145	0	no change
460	Raleigh Capital Management Inc.	$481K	2,821	−101	trim
461	Havemeyer Place LP	$477K	2,796	+697	add
462	Harbour Wealth Management Group, Inc.	$473K	2,771	−155	trim
463	Snowden Capital Advisors LLC	$471K	2,762	−150	trim
464	Equitable Holdings, Inc.	$461K	2,277	+793	add
465	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$457K	2,677	+815	add
466	Kera Capital Partners, Inc.	$454K	2,664	+1,180	add
467	L. Roy Papp & Associates, LLP	$452K	2,652	−207	trim
468	DAVENPORT & Co LLC	$449K	2,633	+390	add
469	Apollon Wealth Management, LLC	$446K	2,618	+397	add
470	Clear Trail Advisors, LLC	$439K	2,572	−38	trim
471	TEACHER RETIREMENT SYSTEM OF TEXAS	$435K	2,548	−3,086	trim
472	EFG International AG	$433K	2,539	−130	trim
473	GREAT VALLEY ADVISOR GROUP, INC.	$432K	2,535	+429	add
474	BALYASNY ASSET MANAGEMENT L.P.	$432K	2,531	−286,913	trim
475	Rehmann Capital Advisory Group	$431K	2,531	+335	add
476	Curi Capital, LLC	$430K	2,519	−2,444	trim
477	Dynasty Wealth Management, LLC	$428K	2,508	+835	add
478	Magnetar Financial LLC	$424K	2,550	+2,550	new
479	DoubleLine ETF Adviser LP	$424K	2,484	+2,484	new
480	CITIZENS FINANCIAL GROUP INC/RI	$423K	2,481	−322	trim
481	Siemens Fonds Invest GmbH	$422K	2,475	+85	add
482	REGATTA CAPITAL GROUP, LLC	$422K	2,474	+50	add
483	Jasper Ridge Partners, L.P.	$420K	2,463	0	no change
484	ANCHYRA PARTNERS LLC	$417K	2,446	−212	trim
485	Y-Intercept (Hong Kong) Ltd	$411K	2,411	+258	add
486	Annis Gardner Whiting Capital Advisors, LLC	$410K	2,406	−101	trim
487	E Fund Management Co., Ltd.	$409K	2,396	—	no prior
488	Veracity Capital LLC	$408K	2,393	−876	trim
489	Perigon Wealth Management, LLC	$404K	2,370	−437	trim
490	NATIXIS	$400K	2,345	−3,272	trim
491	Mutual Advisors, LLC	$398K	2,333	−66	trim
492	Hutchens & Kramer Investment Management Group, LLC	$393K	2,303	−758	trim
493	Tower Research Capital LLC (TRC)	$392K	2,296	−5,281	trim
494	Fieldview Capital Management, LLC	$389K	2,281	+2,281	new
495	Tranquilli Financial Advisor LLC	$388K	2,274	−19	trim
496	EVERPAR ADVISORS LLC	$385K	2,260	+166	add
497	Prospera Financial Services Inc	$384K	2,254	+238	add
498	KESTRA PRIVATE WEALTH SERVICES, LLC	$380K	2,230	+2,230	new
499	Kuhn & Co Investment Counsel	$379K	2,225	0	no change
500	PKO Investment Management Joint-Stock Co	$375K	2,200	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · IQV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Moore Capital Management $28.4M held
Trimming: 3 Viking Global Investors, Glenview Capital, Appaloosa $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · IQVIA HLDGS INC

Merged timeline of congressional filings and notable-manager moves on IQV
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+46,747 sh
2026-05-15	Bridgewater Associates 13F	add	+33,354 sh
2026-05-15	Moore Capital Management 13F	new	+8,097 sh
2026-05-15	Viking Global Investors 13F	exit	−619,236 sh
2026-05-15	Glenview Capital 13F	exit	−199,726 sh
2026-05-15	Appaloosa 13F	exit	−280,000 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed IQV — the congressional view ↗