Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 767 holders are listed, largest first: 767
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $22.5B
holders whose share count rose or who opened the position (new + add), by shares: 381
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 163

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

Newest 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: 1 Kevin Hern R–OK-1 $17K–$80K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
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

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed IQV — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).