This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IQV/capital-change-brief"
Use Arkolith's capital_change_brief for IQV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 15.0M | ▲+6.1% Added · +867K sh | Q1 2026 | |
| 2 | HARRIS ASSOCIATES L P | $2.1B | 12.2M | ▲+7.6% Added · +864K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 11.0M | ▲New +11.0M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 7.6M | ▲New +7.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.3B | 7.5M | ▲+0.4% Added · +30K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $898.5M | 5.4M | ▲+42% Added · +1.6M sh | Q1 2026 | |
| 7 | Artisan Partners Limited Partnership | $862.7M | 5.1M | ▲+50% Added · +1.7M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $758.2M | 4.5M | ▲+2.0% Added · +88K sh | Q1 2026 | |
| 9 | Boston Partners | $723.3M | 4.2M | ▲+3.7% Added · +152K sh | Q1 2026 | |
| 10 | ALLIANCEBERNSTEIN L.P. | $648.9M | 2.9M | ▼−13% Reduced · −425K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $445.1M | 2.6M | ▲+1.2% Added · +32K sh | Q1 2026 | |
| 12 | NORGES BANK | $497.4M | 2.2M | ▲+29% Added · +493K sh | Q4 2025 | |
| 13 | CANADA PENSION PLAN INVESTMENT BOARD | $340.9M | 2.0M | ▲+17% Added · +296K sh | Q1 2026 | |
| 14 | Longview Partners (Guernsey) LTD | $323.6M | 1.9M | ▼−15% Reduced · −323K sh | Q1 2026 | |
| 15 | LAZARD ASSET MANAGEMENT LLC | $317.0M | 1.9M | ▼−2.0% Reduced · −38K sh | Q1 2026 | |
| 16 | FMR LLC | $315.5M | 1.9M | ▼−47% Reduced · −1.6M sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $295.0M | 1.7M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 18 | CANTILLON CAPITAL MANAGEMENT LLC | $291.8M | 1.7M | ▼−12% Reduced · −230K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $282.7M | 1.7M | ▲+4.2% Added · +67K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $277.0M | 1.6M | ▲+230% Added · +1.1M sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $255.7M | 1.5M | ▲+18% Added · +231K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $240.8M | 1.4M | ▲+2.5% Added · +34K sh | Q1 2026 | |
| 23 | CIBC Bancorp USA Inc. | $223.7M | 1.3M | ▲56× Added · +1.3M sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $221.6M | 1.3M | ▼−6.9% Reduced · −97K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $221.1M | 1.3M | ▼−23% Reduced · −379K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Wims Morris Leslie | Director | Grant (A) | 148 | $31K |
| Jul 14, 2026 | GOGGINS COLLEEN A | Director | Grant (A) | 183 | $38K |
| Jul 14, 2026 | Fasano Jim | Director | Grant (A) | 195 | $41K |
| Jul 14, 2026 | DANHAKL JOHN G | Director | Grant (A) | 160 | $33K |
| May 7, 2026 | Wims Morris Leslie | Director | Grant (A) | 171 | $31K |
| May 7, 2026 | GOGGINS COLLEEN A | Director | Grant (A) | 214 | $38K |
| May 7, 2026 | Fasano Jim | Director | Grant (A) | 228 | $41K |
| May 7, 2026 | DANHAKL JOHN G | Director | Grant (A) | 185 | $33K |
| Apr 23, 2026 | Stamps Sheila A | Director | Grant (A) | 2K | $252K |
| Apr 23, 2026 | Wims Morris Leslie | Director | Grant (A) | 2K | $252K |
| Apr 23, 2026 | Kaelin William G Jr | Director | Grant (A) | 2K | $252K |
| Apr 23, 2026 | LEONARD JOHN M | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 335 funds | $281.6B |
| ALPHABET INC-CL AGOOGL | 330 funds | $195.9B |
| AMAZON.COM INCAMZN | 329 funds | $217.7B |
| NVIDIA CORPNVDA | 328 funds | $400.2B |
| META PLATFORMS INC-CLASS AMETA | 327 funds | $117.5B |
| VISA INC-CLASS A SHARESV | 324 funds | $62.8B |
| APPLE INCAAPL | 323 funds | $301.2B |
| BROADCOM INCAVGO | 323 funds | $152.8B |
| ELI LILLY & COLLY | 320 funds | $83.9B |
| MASTERCARD INC - AMA | 318 funds | $55.6B |
| THERMO FISHER SCIENTIFIC INCTMO | 316 funds | $30.1B |
| UNITEDHEALTH GROUP INCUNH | 315 funds | $24.8B |
Ranked by how many of IQV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IQV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.