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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 225 | $54.0K | 0.01% | +11+5.1% | Added |
| Toth Financial Advisory Corp | 225 | $54.0K | 0.01% | +225 | New |
| Carolinas Wealth Consulting LLC | 231 | $55.0K | 0.01% | −50−17.8% | Reduced |
| Parkside Financial Bank & Trust | 229 | $55.0K | 0.02% | +38+19.9% | Added |
| Manchester Capital Management LLC | 238 | $57.0K | 0.01% | −15−5.9% | Reduced |
| Harbour Investments, Inc. | 242 | $58.0K | 0.00% | +17+7.6% | Added |
| Ellevest, Inc. | 247 | $59.0K | 0.01% | +44+21.7% | Added |
| Howe & Rusling Inc | 250 | $60.0K | 0.01% | −6−2.3% | Reduced |
| Sonora Investment Management, LLC | 250 | $60.0K | 0.01% | +137+121.2% | Added |
| Pinz Capital Management, LP | 250 | $61.0K | 0.03% | +250 | New |
| Vectors Research Management, LLC | 260 | $62.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 271 | $64.0K | 0.03% | +271 | New |
| Community Bank, N.A. | 275 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 289 | $69.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 298 | $71.0K | 0.02% | +298 | New |
| Clearstead Advisors, LLC | 300 | $72.0K | 0.01% | −18−5.7% | Reduced |
| Reilly Financial Advisors, LLC | 302 | $72.0K | 0.01% | +225+292.2% | Added |
| Fred Alger Management, LLC | 314 | $75.0K | 0.00% | +89+39.6% | Added |
| Atlas Capital Advisors LLC | 320 | $76.7K | 0.01% | +25+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 345 | $83.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $88.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 388 | $93.0K | 0.04% | 00.0% | Unchanged |
| SG3 Management, LLC | 400 | $96.0K | 0.03% | −1,100−73.3% | Reduced |
| Harvest Fund Management Co., Ltd | 421 | $100.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 423 | $101.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 421 | $101.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 420 | $101.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 426 | $102.0K | 0.04% | −42−9.0% | Reduced |
| Capital Analysts, LLC | 431 | $103.0K | 0.01% | −48−10.0% | Reduced |
| CX Institutional | 438 | $105.0K | 0.01% | +28+6.8% | Added |
| NuWave Investment Management, LLC | 468 | $112.0K | 0.13% | −237−33.6% | Reduced |
| Koshinski Asset Management, Inc. | 481 | $115.2K | 0.01% | +481 | New |
| Benjamin F. Edwards & Company, Inc. | 485 | $116.0K | 0.01% | +29+6.4% | Added |
| Private Capital Group, LLC | 502 | $120.0K | 0.03% | +75+17.6% | Added |
| Central Bank & Trust Co | 532 | $127.0K | 0.02% | +474+817.2% | Added |
| Carroll Financial Associates, Inc. | 554 | $132.0K | 0.01% | +92+19.9% | Added |
| Hall Laurie J Trustee | 580 | $139.0K | 0.05% | −25−4.1% | Reduced |
| Proequities, Inc. | 588 | $141.0K | 0.01% | −38−6.1% | Reduced |
| First Mercantile Trust Co | 590 | $141.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 600 | $144.0K | 0.01% | −300−33.3% | Reduced |
| Deseret Mutual Benefit Administrators | 603 | $144.0K | 0.03% | −187−23.7% | Reduced |
| Quadrant Capital Group LLC | 603 | $144.0K | 0.02% | −3−0.5% | Reduced |
| Lindbrook Capital, LLC | 665 | $159.0K | 0.04% | +8+1.2% | Added |
| Penserra Capital Management LLC | 679 | $162.0K | 0.00% | +66+10.8% | Added |
| Central Trust Co | 689 | $165.0K | 0.01% | −2,600−79.1% | Reduced |
| Anchor Investment Management, LLC | 700 | $167.7K | 0.02% | +200+40.0% | Added |
| Berman Capital Advisors, LLC | 716 | $170.0K | 0.03% | +146+25.6% | Added |
| Itau Unibanco Holding S.A. | 722 | $173.0K | 0.01% | +391+118.1% | Added |
| State of Wyoming | 734 | $176.0K | 0.11% | +580+376.6% | Added |
| Brown Brothers Harriman & Co | 760 | $182.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 814 | $195.0K | 0.01% | +652+402.5% | Added |
| Fieldpoint Private Securities, LLC | 825 | $198.0K | 0.04% | +679+465.1% | Added |
| TD Private Client Wealth LLC | 831 | $199.1K | 0.01% | +23+2.8% | Added |
| First Business Financial Services, Inc. | 838 | $201.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 843 | $202.0K | 0.01% | −31−3.5% | Reduced |
| Stephens Inc | 853 | $204.0K | 0.00% | −23−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 854 | $205.0K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 859 | $206.0K | 0.04% | −72−7.7% | Reduced |
| Cypress Capital Group | 870 | $208.0K | 0.03% | +20+2.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 892 | $214.0K | 0.09% | +27+3.1% | Added |
| HBK Sorce Advisory LLC | 896 | $215.0K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 901 | $216.0K | 0.18% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 904 | $217.0K | 0.02% | −52−5.4% | Reduced |
| Phoenix Wealth Advisors | 904 | $217.0K | 0.16% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 911 | $218.0K | 0.01% | +911 | New |
| Berger Financial Group, Inc | 925 | $222.0K | 0.04% | −40−4.1% | Reduced |
| Csenge Advisory Group | 924 | $223.0K | 0.02% | +4+0.4% | Added |
| Sawtooth Solutions, LLC | 941 | $225.0K | 0.03% | +941 | New |
| Brown Advisory Inc | 940 | $226.0K | 0.00% | −127−11.9% | Reduced |
| Arkadios Wealth Advisors | 968 | $231.0K | 0.03% | −110−10.2% | Reduced |
| AIA Group Ltd | 974 | $233.0K | 0.01% | −10,646−91.6% | Reduced |
| Andesa Financial Management Inc. | 973 | $233.0K | 0.13% | −915−48.5% | Reduced |
| Ancora Advisors, LLC | 987 | $236.0K | 0.01% | +182+22.6% | Added |
| Inspire Advisors, LLC | 999 | $239.0K | 0.08% | +999 | New |
| XTX Topco Ltd | 1,003 | $240.0K | 0.08% | −1,152−53.5% | Reduced |
| Proficio Capital Partners LLC | 1,001 | $240.0K | 0.03% | +20+2.0% | Added |
| Axiom Investment Management LLC | 1,012 | $241.0K | 0.24% | −1−0.1% | Reduced |
| Eqis Capital Management, Inc. | 1,011 | $242.0K | 0.02% | −28−2.7% | Reduced |
| American Portfolios Advisors | 1,022 | $244.8K | 0.01% | +134+15.1% | Added |
| One + One Wealth Management, LLC | 1,026 | $246.0K | 0.18% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,029 | $246.0K | 0.06% | +1,029 | New |
| Boothbay Fund Management, LLC | 1,038 | $249.0K | 0.01% | −10,334−90.9% | Reduced |
| Prelude Capital Management, LLC | 1,045 | $250.0K | 0.01% | −2,359−69.3% | Reduced |
| Acorn Financial Advisory Services Inc | 1,054 | $252.0K | 0.08% | +69+7.0% | Added |
| Taylor Wealth Management Partners | 1,053 | $252.0K | 0.09% | +216+25.8% | Added |
| Pictet North America Advisors SA | 1,083 | $259.0K | 0.03% | +90+9.1% | Added |
| Kore Private Wealth LLC | 1,085 | $260.0K | 0.03% | +251+30.1% | Added |
| Center for Financial Planning, Inc. | 1,092 | $262.0K | 0.06% | +29+2.7% | Added |
| Terra Nova Asset Management LLC | 1,098 | $263.0K | 0.21% | −17−1.5% | Reduced |
| Independent Advisor Alliance | 1,100 | $263.0K | 0.01% | +52+5.0% | Added |
| Pitcairn Co | 1,103 | $264.0K | 0.02% | −1,149−51.0% | Reduced |
| Mutual Advisors, LLC | 1,102 | $264.0K | 0.02% | +48+4.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,106 | $265.0K | 0.06% | +44+4.1% | Added |
| Gateway Investment Advisers LLC | 1,120 | $268.0K | 0.00% | −44−3.8% | Reduced |
| Sustainable Growth Advisers, LP | 1,120 | $268.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,120 | $268.0K | 0.08% | +1,120 | New |
| Legacy Capital Partners, Inc. | 1,125 | $269.0K | 0.10% | +75+7.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,132 | $271.2K | 0.32% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,138 | $273.0K | 0.10% | −54−4.5% | Reduced |
| Alps Advisors Inc | 1,145 | $274.0K | 0.00% | 00.0% | Unchanged |