Public ownership evidence

IQVIA Holdings Inc. (IQV) Ownership Disclosures

Read IQV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

IQVIA Holdings Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-05
Trade date
2026-09-02
Reporting owners
Berkshire James G.
Code
S
Shares
2,668
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001628280-26-060755
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IQV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IQV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-052026-09-02Berkshire James G.S2,668Not reported
2026-08-052026-08-03STAUB W RICHARDS5,500Not reported
2026-08-052026-07-31Patel BhavikS1,855Not reported
2026-08-012026-07-29Sherbet EricS5,000Not reported
2026-08-012026-07-29Cherofsky KeriannS558Not reported
2026-08-012026-07-29BOUSBIB ARIS53,191Not reported
2026-08-012026-07-29BOUSBIB ARIS44,039Not reported
2026-08-012026-07-29BOUSBIB ARIS4,584Not reported
2026-08-012026-07-29BOUSBIB ARIS4,465Not reported
2026-07-172026-07-14Wims Morris LeslieA148Not reported
2026-07-172026-07-14GOGGINS COLLEEN AA183Not reported
2026-07-172026-07-14Fasano JimA195Not reported
2026-07-172026-07-14DANHAKL JOHN GA160Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2947$9,081None
Cornerstone Financial Management LLC2026-03-312026-08-2919$3,240None
Cornerstone Financial Management LLC2025-12-312026-08-2942$9,467None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,387$597,132None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-282,531$489,040None
Advisors Asset Management, Inc.2021-12-312026-08-287,719$2,177,839None
Advisors Asset Management, Inc.2022-12-312026-08-2810,648$2,181,669None
Advisors Asset Management, Inc.2020-06-302026-08-281,315$186,572None
Advisors Asset Management, Inc.2022-06-302026-08-2811,631$2,524,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,628$630,000None
Corient Private Wealth LP2026-06-302026-08-284,646$897,700None
Corient Private Wealth LP2026-06-302026-08-2813,921$2,689,765None
Formuepleje A/S2026-06-302026-08-2823,265$4,495,263None
Formuepleje A/S2026-03-312026-08-2817,987$3,067,503None
Formuepleje A/S2024-09-302026-08-28142,637$33,800,690None
Formuepleje A/S2024-06-302026-08-28121,263$25,639,849None
Formuepleje A/S2024-03-312026-08-28104,530$26,434,592None
Formuepleje A/S2023-12-312026-08-28117,545$27,197,562None
Formuepleje A/S2023-09-302026-08-28150,833$29,676,393None
Formuepleje A/S2023-06-302026-08-28142,308$31,986,569None
Formuepleje A/S2023-03-312026-08-28194,631$38,710,160None
Formuepleje A/S2022-12-312026-08-28188,702$38,663,153None
Formuepleje A/S2022-09-302026-08-2888,845$16,093,383None
Formuepleje A/S2022-06-302026-08-2827,869$6,047,294None
Formuepleje A/S2022-03-312026-08-2836,193$8,372,165None
Formuepleje A/S2021-12-312026-08-2834,150$9,635,081None
Formuepleje A/S2021-09-302026-08-2837,762$9,045,509None
Formuepleje A/S2021-06-302026-08-2832,866$7,964,089None
Formuepleje A/S2021-03-312026-08-2837,494$7,241,591None
Formuepleje A/S2020-12-312026-08-2838,846$6,960,038None
Formuepleje A/S2020-09-302026-08-2836,806$5,801,730None
Formuepleje A/S2020-06-302026-08-2837,065$5,258,782None
Formuepleje A/S2020-03-312026-08-2838,294$4,130,391None
Formuepleje A/S2019-12-312026-08-2833,774$5,218,421None
Formuepleje A/S2019-09-302026-08-2827,946$4,174,573None
Principia Wealth Advisory, LLC2026-06-302026-08-2725$4,831None
Principia Wealth Advisory, LLC2026-03-312026-08-2723$3,922None
Advisors Asset Management, Inc.2024-03-312026-08-271,298$328,251None
Advisors Asset Management, Inc.2025-03-312026-08-275,826$1,027,124None
Advisors Asset Management, Inc.2022-09-302026-08-2711,177$2,025,000None
Advisors Asset Management, Inc.2020-12-312026-08-271,273$228,000None
Advisors Asset Management, Inc.2022-03-312026-08-2711,036$2,551,634None
Advisors Asset Management, Inc.2023-06-302026-08-273,186$716,117None
Advisors Asset Management, Inc.2023-09-302026-08-273,525$693,544None
Advisors Asset Management, Inc.2023-03-312026-08-275,610$1,115,773None
Advisors Asset Management, Inc.2021-03-312026-08-271,220$235,631None
Advisors Asset Management, Inc.2021-06-302026-08-271,641$398,000None
Advisors Asset Management, Inc.2020-09-302026-08-271,297$204,446None
Advisors Asset Management, Inc.2025-09-302026-08-277,052$1,339,457None
Advisors Asset Management, Inc.2023-12-312026-08-27629$145,538None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

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Kevin Hern2026-09-262026-09-08sale$1,001 - $15,000
Kevin Hern2026-09-262026-09-14sale$15,001 - $50,000
Kevin Hern2026-09-262026-09-03sale$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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