Also trades as: 0JDM.L (LSE) · $vol 1M
IQV Institutional Ownership
IQVIA Holdings Inc.
1W: +2.9%
1M: +1.1%
3M: +12.6%
YTD: +21.4%
1Y: +24.4%
3Y: +46.5%
5Y: +10.1%
$271.55
-2.05 (-0.75%)
After Hours: $273.59 (+2.04, +0.75%)
Weekly Expected Move ±3.7%
$259
$269
$279
$290
$300
Credit Risk of going bust: lower than 51% of companies Debt: 26.5% of company value Bonds: $734.0M held by 498 funds, 76 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $8.48 (down 97%), IQVIA Holdings Inc. would be worth roughly what it owes.
Total debt $16.24B against a stock market value of $44.98B.
Distance to default 5.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.15B (short-term plus half of long-term), stock volatility 40.1%; Altman Z'' 1.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $8.48 (down 97%), IQVIA Holdings Inc. would be worth roughly what it owes.
Total debt $16.24B against a stock market value of $44.98B.
Distance to default 5.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.15B (short-term plus half of long-term), stock volatility 40.1%; Altman Z'' 1.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — IQV
1,199
Institutional Holders
-49 vs prior quarter
0.0%
Ownership
+0.00pp
$30B
Total Invested
136
New Positions
397
Increased
534
Reduced
104
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (411 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 49,241,537 | $13.4B | +48,980,106 | +18735.4% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 7,508,244 | $2.0B | +7,508,244 | — | 1Q | SEC ↗ |
| 3 | Artisan Partners Limited Partnership NEW | 4,743,434 | $1.3B | +4,743,434 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 1,949,797 | $529M | +1,949,797 | — | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 1,624,321 | $441M | +1,624,321 | — | 1Q | SEC ↗ |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 1,250,053 | $339M | +1,250,053 | — | 1Q | SEC ↗ |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, | 628,936 | $171M | -11,762 | -1.8% | 2Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC NEW | 585,374 | $159M | +585,374 | — | 1Q | SEC ↗ |
| 9 | Allianz Asset Management GmbH NEW | 563,844 | $153M | +563,844 | — | 1Q | SEC ↗ |
| 10 | GREENHAVEN ASSOCIATES INC | 544,925 | $148M | -223,120 | -29.1% | 2Q | SEC ↗ |
| 11 | EDMOND DE ROTHSCHILD HOLDING S.A. NEW | 411,578 | $112M | +411,578 | — | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN NEW | 388,264 | $105M | +388,264 | — | 1Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 356,505 | $97M | +356,505 | — | 1Q | SEC ↗ |
| 14 | Assenagon Asset Management S.A. NEW | 340,476 | $92M | +340,476 | — | 1Q | SEC ↗ |
| 15 | HSBC HOLDINGS PLC | 315,338 | $86M | +44,634 | +16.5% | 27Q | SEC ↗ |
| 16 | Artemis Investment Management LLP NEW | 297,972 | $81M | +297,972 | — | 1Q | SEC ↗ |
| 17 | Man Group plc NEW | 295,679 | $80M | +295,679 | — | 1Q | SEC ↗ |
| 18 | Vontobel Holding Ltd. NEW | 282,916 | $77M | +282,916 | — | 1Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC NEW | 229,366 | $62M | +229,366 | — | 1Q | SEC ↗ |
| 20 | Freestone Grove Partners LP | 200,320 | $54M | -3,531 | -1.7% | 2Q | SEC ↗ |
| 21 | PRINCIPAL FINANCIAL GROUP INC NEW | 192,211 | $52M | +192,211 | — | 1Q | SEC ↗ |
| 22 | Handelsbanken Fonder AB NEW | 163,816 | $44M | +163,816 | — | 1Q | SEC ↗ |
| 23 | Robeco Institutional Asset Management NEW | 151,293 | $41M | +151,293 | — | 1Q | SEC ↗ |
| 24 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 143,119 | $39M | +143,119 | — | 1Q | SEC ↗ |
| 25 | Candriam S.C.A. | 139,445 | $38M | -87,349 | -38.5% | 2Q | SEC ↗ |
| 26 | Howard Capital Management Group, LLC NEW | 134,733 | $37M | +134,733 | — | 1Q | SEC ↗ |
| 27 | Washington Trust Advisors, Inc. | 116,186 | $32M | -125,600 | -51.9% | 3Q | SEC ↗ |
| 28 | Andra AP-fonden NEW | 94,005 | $26M | +94,005 | — | 1Q | SEC ↗ |
| 29 | Redwood Grove Capital, LLC NEW | 93,500 | $25M | +93,500 | — | 1Q | SEC ↗ |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 91,680 | $25M | +91,680 | — | 1Q | SEC ↗ |
| 31 | CONGRESS ASSET MANAGEMENT CO NEW | 91,352 | $25M | +91,352 | — | 1Q | SEC ↗ |
| 32 | Ensign Peak Advisors, Inc NEW | 90,990 | $25M | +90,990 | — | 1Q | SEC ↗ |
| 33 | WASHINGTON TRUST Co NEW | 90,286 | $25M | +90,286 | — | 1Q | SEC ↗ |
| 34 | IEQ CAPITAL, LLC NEW | 88,387 | $24M | +88,387 | — | 1Q | SEC ↗ |
| 35 | Jefferies Financial Group Inc. NEW | 84,902 | $23M | +84,902 | — | 1Q | SEC ↗ |
| 36 | COMMUNITY TRUST & INVESTMENT CO | 79,885 | $22M | +78,409 | +5312.3% | 3Q | SEC ↗ |
| 37 | Moran Wealth Management, LLC | 75,946 | $21M | -84,888 | -52.8% | 2Q | SEC ↗ |
| 38 | NIXON PEABODY TRUST CO | 73,209 | $20M | +1,034 | +1.4% | 2Q | SEC ↗ |
| 39 | OP Asset Management Ltd NEW | 72,625 | $20M | +72,625 | — | 1Q | SEC ↗ |
| 40 | Mariner, LLC | 72,560 | $20M | -44,572 | -38.1% | 2Q | SEC ↗ |
| 41 | Taikang Asset Management (Hong Kong) C NEW | 66,542 | $18M | +66,542 | — | 1Q | SEC ↗ |
| 42 | SCHWARTZ INVESTMENT COUNSEL INC NEW | 64,000 | $17M | +64,000 | — | 1Q | SEC ↗ |
| 43 | SFE Investment Counsel | 59,043 | $16M | +7,121 | +13.7% | 2Q | SEC ↗ |
| 44 | Running Oak Capital LLC NEW | 58,673 | $16M | +58,673 | — | 1Q | SEC ↗ |
| 45 | QRG CAPITAL MANAGEMENT, INC. | 58,407 | $16M | +27,283 | +87.7% | 2Q | SEC ↗ |
| 46 | EAGLE ROCK INVESTMENT COMPANY, LLC NEW | 57,338 | $16M | +57,338 | — | 1Q | SEC ↗ |
| 47 | Liontrust Investment Partners LLP | 57,301 | $16M | -6,627 | -10.4% | 2Q | SEC ↗ |
| 48 | Nykredit A/S NEW | 53,299 | $14M | +53,299 | — | 1Q | SEC ↗ |
| 49 | CLARK ESTATES INC/NY NEW | 52,185 | $14M | +52,185 | — | 1Q | SEC ↗ |
| 50 | TORONTO DOMINION BANK NEW | 51,975 | $14M | +51,975 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 7,508,244 | $2.0B |
| Artisan Partners Limited Partnershi | 4,743,434 | $1.3B |
| GOLDMAN SACHS GROUP INC | 1,949,797 | $529M |
| AMERIPRISE FINANCIAL INC | 1,624,321 | $441M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 1,250,053 | $339M |
| ENVESTNET ASSET MANAGEMENT INC | 585,374 | $159M |
| Allianz Asset Management GmbH | 563,844 | $153M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 411,578 | $112M |
| WELLS FARGO & COMPANY/MN | 388,264 | $105M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 356,505 | $97M |
| Assenagon Asset Management S.A. | 340,476 | $92M |
| Artemis Investment Management LLP | 297,972 | $81M |
| Man Group plc | 295,679 | $80M |
| Vontobel Holding Ltd. | 282,916 | $77M |
| CITADEL ADVISORS LLC | 229,366 | $62M |
| PRINCIPAL FINANCIAL GROUP INC | 192,211 | $52M |
| Handelsbanken Fonder AB | 163,816 | $44M |
| Robeco Institutional Asset Manageme | 151,293 | $41M |
| STATE BOARD OF ADMINISTRATION OF FL | 143,119 | $39M |
| Howard Capital Management Group, LL | 134,733 | $37M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +48,980,106 | +18735.4% | 49,241,537 |
| HSBC HOLDINGS PLC | +209,655 | +206.5% | 311,169 |
| COMMUNITY TRUST & INVESTMENT CO | +78,952 | +16047.2% | 79,444 |
| QRG CAPITAL MANAGEMENT, INC. | +27,283 | +87.7% | 58,407 |
| Mariner, LLC | +11,697 | +20.0% | 70,263 |
| SFE Investment Counsel | +7,121 | +13.7% | 59,043 |
| FULTON BANK, N.A. | +5,710 | +1399.5% | 6,118 |
| Merit Financial Group, LLC | +4,547 | +48.7% | 13,887 |
| Prospera Financial Services Inc | +3,451 | +153.1% | 5,705 |
| FIRST HORIZON CORP | +3,047 | +15235.0% | 3,067 |
| CITIZENS FINANCIAL GROUP INC/RI | +2,121 | +67.8% | 5,251 |
| Fifth Third Wealth Advisors LLC | +2,023 | +91.8% | 4,226 |
| Parkside Financial Bank & Trust | +1,256 | +800.0% | 1,413 |
| HB Wealth Management, LLC | +1,192 | +26.5% | 5,697 |
| NIXON PEABODY TRUST CO | +1,034 | +1.4% | 73,209 |
| D.A. DAVIDSON & CO. | +897 | +4.0% | 23,158 |
| GAMMA Investing LLC | +692 | +20.3% | 4,105 |
| TD PRIVATE CLIENT WEALTH LLC | +594 | +12.9% | 5,188 |
| Wedmont Private Capital | +351 | +36.0% | 1,326 |
| Krilogy Financial LLC | +177 | +10.3% | 1,898 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GREENHAVEN ASSOCIATES INC | -223,120 | -29.1% | 544,925 |
| HSBC HOLDINGS PLC | -165,021 | -97.5% | 4,169 |
| Washington Trust Advisors, Inc. | -125,600 | -51.9% | 116,186 |
| Candriam S.C.A. | -87,349 | -38.5% | 139,445 |
| Moran Wealth Management, LLC | -84,888 | -52.8% | 75,946 |
| Mariner, LLC | -56,269 | -96.1% | 2,297 |
| Merit Financial Group, LLC | -31,882 | -97.5% | 808 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -11,762 | -1.8% | 628,936 |
| Pure Financial Advisors, LLC | -10,522 | -88.9% | 1,309 |
| Cape Investment Advisory, Inc. | -10,498 | -68.7% | 4,788 |
| Legacy Wealth Management, LLC / MS | -8,935 | -53.5% | 7,752 |
| Liontrust Investment Partners LLP | -6,627 | -10.4% | 57,301 |
| Pine Valley Investments Ltd Liabili | -5,330 | -12.5% | 37,203 |
| EASTERN BANK | -5,058 | -61.2% | 3,212 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | -4,162 | -58.6% | 2,943 |
| Wealthfront Advisers LLC | -3,575 | -27.9% | 9,249 |
| IFP Advisors, Inc | -3,537 | -19.3% | 14,764 |
| Freestone Grove Partners LP | -3,531 | -1.7% | 200,320 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -2,643 | -6.7% | 36,864 |
| Balefire, LLC | -1,669 | -38.6% | 2,657 |