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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, Q3 2021

Institutional positions in IQVIA Holdings Inc. as of Sep 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
865
+23 vs. Q2 2021
Shares held
167.6M
−965.7K (−0.6%) vs. Q2 2021
Total value
$40.2B
−$699.3M (−1.7%) vs. Q2 2021
New holders
64
355 more added
Sold out
41
319 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 865 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ3 2021: $40.2B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2021.

Institutions holding IQV in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.3$00.00%+1+50.0%Added
JJJ Advisors Inc.1$00.00%+1New
WestEnd Advisors, LLC–$2390.00%––
Exane Derivatives2$4790.00%00.0%Unchanged
Global Financial Private Client, LLC4$9660.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$1.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC6$1.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC6$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC4$1.00K0.00%+4New
Gemmer Asset Management LLC3$1.00K0.00%+3New
PEAK6 Investments LLC3$1.00K0.00%+3New
Lloyd Advisory Services, LLC.10$2.00K0.00%−1−9.1%Reduced
Crescent Capital Consulting, LLC10$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$2.00K0.00%+5+100.0%Added
Country Trust Bank10$2.00K0.00%+10New
MCF Advisors LLC7$2.00K0.00%+7New
D'Orazio & Associates, Inc.9$2.00K0.00%+9New
Lee Financial Co13$3.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC12$3.00K0.00%00.0%Unchanged
TFC Financial Management14$3.00K0.00%00.0%Unchanged
Edge Wealth Management LLC14$3.00K0.00%+14New
Red Tortoise LLC17$3.00K0.00%+17New
Bartlett & Co. Wealth Management LLC15$3.59K0.00%+12+400.0%Added
BDO Wealth Advisors, LLC17$4.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.18$4.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC18$4.00K0.00%+9+100.0%Added
Bartlett & Co. LLC15$4.00K0.00%+12+400.0%Added
Cahill Financial Advisors Inc15$4.00K0.00%+15New
Raffa Wealth Management, LLC17$4.07K0.00%00.0%Unchanged
Guidance Point Advisors, LLC25$5.00K0.00%+25New
Kelly Financial Services LLC22$5.27K0.00%−5,309−99.6%Reduced
Front Row Advisors LLC23$6.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$6.00K0.00%00.0%Unchanged
BBVA USA28$7.00K0.00%−36−56.3%Reduced
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp30$7.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC30$7.00K0.00%00.0%Unchanged
JNBA Financial Advisors29$7.00K0.00%+29New
Systematic Alpha Investments, LLC25$7.00K0.00%+25New
Jones Financial Companies LLLP33$8.00K0.00%00.0%Unchanged
Webster Bank, N. A.32$8.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC33$8.00K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC33$8.00K0.00%+17+106.3%Added
Antonetti Capital Management LLC35$8.00K0.01%+35New
West Paces Advisors Inc.37$8.86K0.00%00.0%Unchanged
Resolute Partners Group37$9.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.38$9.00K0.00%+11+40.7%Added
Hanson & Doremus Investment Management36$9.00K0.00%+36New
Capstone Investment Advisors, LLC38$9.00K0.00%+38New
Bell Investment Advisors, Inc43$10.0K0.00%+43New
Plante Moran Financial Advisors, LLC45$11.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC48$11.0K0.00%+48New
ClariVest Asset Management LLC51$12.0K0.00%−2,900−98.3%Reduced
Bogart Wealth, LLC52$12.0K0.00%−1−1.9%Reduced
Atlas Private Wealth Advisors52$12.0K0.01%00.0%Unchanged
Hudock, Inc.52$12.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.49$12.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC54$13.0K0.00%−87−61.7%Reduced
Sound Income Strategies, LLC54$13.0K0.00%−10−15.6%Reduced
Huntington National Bank54$13.0K0.00%+45+500.0%Added
Tradition Wealth Management, LLC60$14.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.60$14.4K0.01%+8+15.4%Added
Asset Dedication, LLC64$15.0K0.00%+64New
McIlrath & Eck, LLC65$16.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$16.0K0.01%00.0%Unchanged
Emfo, LLC65$16.0K0.01%00.0%Unchanged
MV Capital Management, Inc.66$16.0K0.00%+37+127.6%Added
Clean Yield Group72$17.0K0.01%00.0%Unchanged
Earnest Partners LLC91$22.0K0.00%00.0%Unchanged
Evoke Wealth, LLC92$22.0K0.00%00.0%Unchanged
FourThought Financial, LLC92$22.0K0.00%+25+37.3%Added
Massmutual Trust Co FSB98$23.0K0.00%−3−3.0%Reduced
Sterling Investment Advisors, Ltd.97$23.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc99$24.0K0.00%+2+2.1%Added
Blume Capital Management, Inc.100$24.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.101$24.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC106$26.0K0.01%+106New
Harbor Investment Advisory, LLC118$28.0K0.00%00.0%Unchanged
Barrett Asset Management, LLC120$29.0K0.00%+120New
Allworth Financial LP126$30.0K0.00%+53+72.6%Added
Ossiam129$31.0K0.00%−48,929−99.7%Reduced
TD Ameritrade Investment Management, LLC197$31.0K0.00%−7−3.4%Reduced
Old North State Trust, LLC135$32.0K0.03%00.0%Unchanged
Eagle Bay Advisors LLC134$33.0K0.02%+22+19.6%Added
RE Advisers Corp141$34.0K0.00%+49+53.3%Added
Dark Forest Capital Management LP165$40.0K0.01%−476−74.3%Reduced
Column Capital Advisors, LLC168$40.0K0.01%00.0%Unchanged
Jacobi Capital Management LLC168$40.0K0.01%00.0%Unchanged
Smithfield Trust Co172$41.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC174$42.0K0.01%−35−16.7%Reduced
Burleson & Company, LLC188$45.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc186$45.0K0.01%00.0%Unchanged
Neo Ivy Capital Management327$46.0K0.05%+201+159.5%Added
Sage Private Wealth Group, LLC201$48.0K0.07%00.0%Unchanged
Baystate Wealth Management LLC200$48.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC219$52.0K0.01%00.0%Unchanged
Altshuler Shaham Ltd221$53.0K0.00%+12+5.7%Added