IQVIA Holdings Inc.
IQV- Exchange
- NYSE
- Industry
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001478242
In the last 90 days, IQVIA Holdings Inc. insiders filed 0 open-market purchases and 6 sales; 1,091 institutions reported holding it in 13F filings for Q2 2026, worth $30.3B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Greenhaven Associates.
13F holders, Q2 2021
Institutional positions in IQVIA Holdings Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 853
- +82 vs. Q1 2021
- Shares held
- 168.9M
- +1.49M (+0.9%) vs. Q1 2021
- Total value
- $40.9B
- +$8.60B (+26.6%) vs. Q1 2021
- New holders
- 129
- 320 more added
- Sold out
- 47
- 281 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IQV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,091 | $30.3B |
| Q1 2026 | 1,072 | $26.9B |
| Q4 2025 | 1,145 | $36.3B |
| Q3 2025 | 1,008 | $30.1B |
| Q2 2025 | 980 | $25.6B |
| Q1 2025 | 993 | $27.1B |
| Q4 2024 | 1,005 | $30.3B |
| Q3 2024 | 1,066 | $37.2B |
| Q2 2024 | 1,024 | $33.4B |
| Q1 2024 | 1,017 | $40.4B |
| Q4 2023 | 960 | $37.7B |
| Q3 2023 | 945 | $32.2B |
| Q2 2023 | 934 | $36.3B |
| Q1 2023 | 928 | $32.3B |
| Q4 2022 | 925 | $33.4B |
| Q3 2022 | 889 | $29.6B |
| Q2 2022 | 887 | $35.3B |
| Q1 2022 | 898 | $38.2B |
| Q4 2021 | 940 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 4,220 | $1.02M | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,153 | $1.01M | 0.38% | +1,383+49.9% | Added |
| Pathstone Family Office, LLC | 4,103 | $994.0K | 0.03% | +1,073+35.4% | Added |
| IVC Wealth Advisors LLC | 4,064 | $985.0K | 0.69% | −200−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,040 | $979.0K | 0.02% | +3,266+422.0% | Added |
| Crestline Management, LP | 4,039 | $979.0K | 0.08% | +4,039 | New |
| ProVise Management Group, LLC | 4,006 | $971.0K | 0.10% | −1,670−29.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,000 | $969.0K | 0.27% | 00.0% | Unchanged |
| Summit X, LLC | 3,976 | $965.0K | 0.24% | −19−0.5% | Reduced |
| Brinker Capital Investments, LLC | 3,965 | $961.0K | 0.01% | +247+6.6% | Added |
| Rafferty Asset Management, LLC | 3,967 | $961.0K | 0.01% | +358+9.9% | Added |
| Creative Planning | 3,962 | $960.0K | 0.00% | −1,472−27.1% | Reduced |
| Advisory Services Network, LLC | 3,926 | $951.0K | 0.03% | +763+24.1% | Added |
| Oppenheimer Asset Management Inc. | 3,891 | $943.0K | 0.01% | −1,132−22.5% | Reduced |
| Caxton Associates LP | 3,856 | $934.0K | 0.12% | +3,856 | New |
| Atlas Private Wealth Management | 3,827 | $927.0K | 0.57% | +2+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,765 | $912.3K | 0.14% | −1,826−32.7% | Reduced |
| Bridgewater Associates, LP | 3,734 | $905.0K | 0.01% | +3,734 | New |
| Baldwin Investment Management, LLC | 3,730 | $904.0K | 0.15% | −310−7.7% | Reduced |
| Dimension Capital Management LLC | 3,719 | $901.0K | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,669 | $889.1K | 0.04% | −17−0.5% | Reduced |
| Banque Pictet & Cie SA | 3,643 | $883.0K | 0.01% | +43+1.2% | Added |
| Cipher Capital LP | 3,633 | $880.0K | 0.49% | +2,197+153.0% | Added |
| WealthShield Partners, LLC | 3,629 | $879.0K | 0.14% | +228+6.7% | Added |
| Cutter & CO Brokerage, Inc. | 3,624 | $878.0K | 0.20% | −43−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 3,617 | $876.0K | 0.04% | 00.0% | Unchanged |
| Platform Technology Partners | 3,551 | $860.0K | 0.35% | +3,551 | New |
| Signet Investment Advisory Group, Inc. | 3,517 | $852.0K | 0.55% | +3,517 | New |
| Global Trust Asset Management, LLC | 3,443 | $834.0K | 0.40% | −35−1.0% | Reduced |
| Prelude Capital Management, LLC | 3,404 | $825.0K | 0.05% | −896−20.8% | Reduced |
| First Pacific Advisors, LP | 3,385 | $820.0K | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 3,379 | $819.0K | 0.00% | +396+13.3% | Added |
| Wall Street Access Asset Management, LLC | 3,367 | $815.0K | 0.46% | −2,200−39.5% | Reduced |
| Integrated Advisors Network LLC | 3,365 | $815.0K | 0.06% | +171+5.4% | Added |
| Humankind Investments LLC | 3,339 | $809.0K | 0.38% | +1,068+47.0% | Added |
| Michael B. Yongue | 3,319 | $804.0K | 0.59% | −1,041−23.9% | Reduced |
| Lincoln National Corp | 3,319 | $804.0K | 0.02% | +7+0.2% | Added |
| Central Trust Co | 3,289 | $797.0K | 0.03% | −1,051−24.2% | Reduced |
| Natixis Investment Managers International | 3,245 | $786.0K | 0.05% | −490−13.1% | Reduced |
| Papp L Roy & Associates | 3,221 | $781.0K | 0.10% | +385+13.6% | Added |
| Vestcor Inc | 3,218 | $780.0K | 0.03% | −350−9.8% | Reduced |
| Meeder Asset Management Inc | 3,205 | $777.0K | 0.04% | +1,973+160.1% | Added |
| IndexIQ Advisors LLC | 3,097 | $750.0K | 0.03% | +92+3.1% | Added |
| Sectoral Asset Management Inc | 3,000 | $727.0K | 0.06% | +3,000 | New |
| S&CO Inc | 3,000 | $726.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,981 | $722.0K | 0.02% | +2,981 | New |
| Burns Matteson Capital Management, LLC | 2,954 | $715.8K | 0.57% | −704−19.2% | Reduced |
| Engineers Gate Manager LP | 2,950 | $715.0K | 0.05% | −19,270−86.7% | Reduced |
| ClariVest Asset Management LLC | 2,951 | $715.0K | 0.02% | +2,945+49,083.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,933 | $711.0K | 0.04% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,928 | $710.0K | 0.01% | −101,455−97.2% | Reduced |
| Quest Capital Management Inc | 2,903 | $703.0K | 0.14% | −27−0.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,884 | $699.0K | 0.13% | −33−1.1% | Reduced |
| Toroso Investments, LLC | 2,855 | $692.0K | 0.03% | +371+14.9% | Added |
| Advisor Partners LLC | 2,847 | $690.0K | 0.05% | +55+2.0% | Added |
| Greenleaf Trust | 2,811 | $681.0K | 0.01% | +159+6.0% | Added |
| Welch & Forbes LLC | 2,800 | $678.0K | 0.01% | +2,800 | New |
| Heartland Bank & Trust Co | 2,797 | $678.0K | 0.62% | +2,797 | New |
| Park Avenue Securities LLC | 2,787 | $675.0K | 0.01% | +385+16.0% | Added |
| Wellington Shields Capital Management, LLC | 2,746 | $665.0K | 0.08% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,676 | $648.0K | 0.07% | +826+44.6% | Added |
| Virtue Capital Management, LLC | 2,652 | $643.0K | 0.13% | +45+1.7% | Added |
| Wetherby Asset Management Inc | 2,653 | $643.0K | 0.04% | +433+19.5% | Added |
| HighPoint Advisor Group LLC | 2,647 | $641.0K | 0.06% | −158−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,647 | $641.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 2,615 | $634.0K | 0.01% | +81+3.2% | Added |
| Symmetry Partners, LLC | 2,608 | $632.0K | 0.04% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,599 | $630.0K | 0.08% | +203+8.5% | Added |
| Great Lakes Advisors, LLC | 2,592 | $628.0K | 0.01% | −36−1.4% | Reduced |
| Adell Harriman & Carpenter Inc | 2,575 | $624.0K | 0.07% | +2,575 | New |
| Oppenheimer & Co Inc | 2,554 | $619.0K | 0.01% | +747+41.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,541 | $616.0K | 0.11% | +609+31.5% | Added |
| Guardian Capital LP | 2,535 | $614.0K | 0.01% | −169−6.3% | Reduced |
| Fulton Bank, N.A. | 2,522 | $611.0K | 0.03% | −120−4.5% | Reduced |
| Walleye Capital LLC | 2,470 | $599.0K | 0.02% | +2,470 | New |
| Magnolia Capital Advisors LLC | 2,465 | $597.0K | 0.26% | +71+3.0% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $596.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,433 | $590.0K | 0.44% | −82−3.3% | Reduced |
| Captrust Financial Advisors | 2,416 | $585.0K | 0.01% | −48−1.9% | Reduced |
| Wealthfront Advisers LLC | 2,394 | $580.0K | 0.00% | +650+37.3% | Added |
| Spotlight Asset Group, Inc. | 2,303 | $558.0K | 0.22% | +8+0.3% | Added |
| Pitcairn Co | 2,252 | $546.0K | 0.04% | −27−1.2% | Reduced |
| Ironsides Asset Advisors, LLC | 2,160 | $523.0K | 0.16% | −840−28.0% | Reduced |
| XTX Topco Ltd | 2,155 | $522.0K | 0.18% | +2,155 | New |
| Meridian Wealth Management, LLC | 2,113 | $512.0K | 0.07% | +205+10.7% | Added |
| Empirical Finance, LLC | 2,104 | $510.0K | 0.08% | +325+18.3% | Added |
| John G Ullman & Associates Inc | 2,100 | $509.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,102 | $509.0K | 0.05% | +330+18.6% | Added |
| Conning Inc. | 2,086 | $505.0K | 0.01% | −227−9.8% | Reduced |
| Northeast Financial Consultants Inc | 2,080 | $504.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,078 | $503.0K | 0.01% | +2,078 | New |
| IFP Advisors, Inc | 2,032 | $493.0K | 0.01% | −719−26.1% | Reduced |
| Lebenthal Global Advisors, LLC | 1,959 | $474.0K | 0.25% | +1,959 | New |
| Globeflex Capital L P | 1,945 | $471.0K | 0.08% | −4,239−68.5% | Reduced |
| V Wealth Advisors LLC | 1,945 | $471.0K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,937 | $469.0K | 0.00% | −228−10.5% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $465.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,920 | $465.0K | 0.05% | +1,920 | New |
| Alliance Wealth Advisors, LLC | 1,913 | $464.0K | 0.42% | +137+7.7% | Added |
| Clear Perspective Advisors, LLC | 1,898 | $460.0K | 0.16% | 00.0% | Unchanged |