Position in IQV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$24,277,051
-$6,259,467 QoQ
Shares Held
142,354
+5.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27.445663627295335.ToString("F0")%
Shared 0.ToString("F0")%
None 72.55433637270467.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $527,881,008 across 29 Diagnostics & Research names. IQV ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
337,275 | $165,780,780 | |
| 2 | DHR |
Danaher Corp /De/
|
452,682 | $85,828,507 | |
| 3 | WAT |
Waters Corp /De/
|
253,713 | $75,555,731 | |
| 4 | NTRA |
Natera, Inc.
|
153,696 | $30,737,663 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
43,832 | $24,628,762 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
142,354 | $24,277,051 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
45,830 | $22,007,107 | |
| 8 | DGX |
Quest Diagnostics Inc
|
110,753 | $21,705,372 |
All Filings in IQV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,277,051 | 142,354 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,536,518 | 135,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,391,870 | 123,154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,905,126 | 119,964 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,003,932 | 102,121 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,964,394 | 96,506 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,558,359 | 95,195 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,835,286 | 89,081 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $21,846,661 | 86,388 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,669,382 | 85,009 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,151,207 | 82,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,766,272 | 83,491 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,003,882 | 80,466 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,919,201 | 82,577 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,619,084 | 80,706 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,480,497 | 80,559 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,450,574 | 75,475 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,634,686 | 69,592 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,178,771 | 67,541 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,751,417 | 56,749 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,623,279 | 55,003 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,745,646 | 48,812 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,934,454 | 37,648 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,058,447 | 35,653 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,115,506 | 38,156 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||