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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 1,144 | $274.0K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 1,146 | $275.0K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,155 | $277.0K | 0.08% | −217−15.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,156 | $277.0K | 0.01% | −15−1.3% | Reduced |
| CIBC World Markets Inc. | 1,178 | $282.0K | 0.00% | −24,841−95.5% | Reduced |
| We Are One Seven, LLC | 1,079 | $282.0K | 0.04% | −102−8.6% | Reduced |
| Enterprise Financial Services Corp | 1,180 | $283.0K | 0.04% | +199+20.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,190 | $285.0K | 0.02% | +190+19.0% | Added |
| Tranquilli Financial Advisor LLC | 1,194 | $286.0K | 0.21% | +143+13.6% | Added |
| Waldron Private Wealth LLC | 1,210 | $289.0K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,215 | $291.0K | 0.00% | +1,215 | New |
| Hayden Royal, LLC | 1,228 | $294.0K | 0.48% | −326−21.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,237 | $296.0K | 0.00% | +1,046+547.6% | Added |
| Regions Financial Corp | 1,254 | $301.0K | 0.00% | +3+0.2% | Added |
| Lido Advisors, LLC | 1,291 | $309.0K | 0.01% | +1,291 | New |
| Gotham Asset Management, LLC | 1,293 | $310.0K | 0.01% | +1,293 | New |
| Spire Wealth Management | 1,301 | $312.0K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $314.0K | 0.22% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,318 | $315.0K | 0.01% | +182+16.0% | Added |
| Klingenstein Fields & Co LP | 1,321 | $316.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,327 | $318.0K | 0.03% | +312+30.7% | Added |
| Seeyond | 1,344 | $321.0K | 0.03% | −14−1.0% | Reduced |
| Cresset Asset Management, LLC | 1,345 | $322.0K | 0.00% | +142+11.8% | Added |
| Campbell & CO Investment Adviser LLC | 1,350 | $323.0K | 0.11% | +1,350 | New |
| Pendal Group Limited | 1,357 | $325.0K | 0.00% | −120−8.1% | Reduced |
| Davy Global Fund Management Ltd | 1,375 | $329.0K | 0.05% | −90−6.1% | Reduced |
| CAPROCK Group, Inc. | 1,375 | $329.0K | 0.03% | +61+4.6% | Added |
| BSW Wealth Partners | 1,377 | $330.0K | 0.09% | +166+13.7% | Added |
| Phoenix Holdings Ltd. | 1,372 | $332.0K | 0.01% | +1,372 | New |
| Clarius Group, LLC | 1,390 | $333.0K | 0.03% | +99+7.7% | Added |
| Dynamic Advisor Solutions LLC | 1,397 | $335.0K | 0.03% | +311+28.6% | Added |
| Westover Capital Advisors, LLC | 1,406 | $337.0K | 0.11% | +1,406 | New |
| Kovitz Investment Group Partners, LLC | 1,418 | $340.0K | 0.01% | −190−11.8% | Reduced |
| Horizon Investments, LLC | 1,418 | $340.0K | 0.01% | +45+3.3% | Added |
| Marathon Capital Management | 1,423 | $341.0K | 0.08% | +1,423 | New |
| Cahaba Wealth Management, Inc. | 1,490 | $356.0K | 0.05% | +1,490 | New |
| Checchi Capital Advisers, LLC | 1,511 | $362.0K | 0.04% | +22+1.5% | Added |
| Precision Wealth Strategies, LLC | 1,519 | $364.0K | 0.28% | +567+59.6% | Added |
| Davenport & Co LLC | 1,521 | $364.0K | 0.00% | +1,521 | New |
| Cetera Investment Advisers | 1,533 | $367.0K | 0.01% | −299−16.3% | Reduced |
| PFG Advisors | 1,556 | $373.0K | 0.04% | +1,556 | New |
| Main Street Research LLC | 1,576 | $378.0K | 0.03% | +76+5.1% | Added |
| Conning Inc. | 1,582 | $379.0K | 0.01% | −504−24.2% | Reduced |
| Zions Bancorporation, N.A. | 1,596 | $382.0K | 0.04% | −124−7.2% | Reduced |
| Aprio Wealth Management, LLC | 1,610 | $386.0K | 0.18% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,628 | $390.0K | 0.21% | +99+6.5% | Added |
| Allred Capital Management, LLC | 1,636 | $392.0K | 0.21% | −76−4.4% | Reduced |
| Great Diamond Partners, LLC | 1,648 | $394.0K | 0.11% | −20−1.2% | Reduced |
| Fifth Third Bancorp | 1,674 | $401.0K | 0.00% | +337+25.2% | Added |
| United Capital Financial Advisers, LLC | 1,680 | $402.0K | 0.00% | −130−7.2% | Reduced |
| Client 1st Advisory Group, LLC | 1,677 | $402.0K | 0.21% | +91+5.7% | Added |
| AMG National Trust Bank | 1,702 | $408.0K | 0.01% | −76−4.3% | Reduced |
| Advisor Resource Council | 1,708 | $409.0K | 0.13% | −2,592−60.3% | Reduced |
| Bremer Bank National Association | 1,714 | $411.0K | 0.08% | −64−3.6% | Reduced |
| Meeder Asset Management Inc | 1,772 | $424.0K | 0.02% | −1,433−44.7% | Reduced |
| Fort Washington Investment Advisors Inc | 1,769 | $424.0K | 0.00% | −168−8.7% | Reduced |
| Tarbox Family Office, Inc. | 1,797 | $430.0K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,808 | $433.0K | 0.01% | +39+2.2% | Added |
| Angeles Investment Advisors, LLC | 1,818 | $435.0K | 0.03% | +509+38.9% | Added |
| Knights of Columbus Asset Advisors LLC | 1,814 | $435.0K | 0.04% | +1,814 | New |
| Trust Asset Management LLC | 1,821 | $436.0K | 0.06% | +124+7.3% | Added |
| Regentatlantic Capital LLC | 1,824 | $437.0K | 0.01% | +841+85.6% | Added |
| Outlook Wealth Advisors, LLC | 1,827 | $438.0K | 0.14% | +42+2.4% | Added |
| Leonteq Securities AG | 1,829 | $438.1K | 0.02% | +311+20.5% | Added |
| Clear Perspective Advisors, LLC | 1,848 | $443.0K | 0.15% | −50−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,854 | $444.0K | 0.04% | +112+6.4% | Added |
| Fulcrum Asset Management LLP | – | $445.0K | 0.22% | – | – |
| OneAscent Financial Services LLC | 1,918 | $459.0K | 0.61% | +1,918 | New |
| Principle Wealth Partners LLC | 1,920 | $460.0K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,932 | $463.0K | 0.41% | +19+1.0% | Added |
| Globeflex Capital L P | 1,945 | $466.0K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,945 | $466.0K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,952 | $468.0K | 0.01% | −80−3.9% | Reduced |
| Trexquant Investment LP | 1,964 | $470.0K | 0.04% | −3,772−65.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,006 | $481.0K | 0.03% | +2,006 | New |
| Signaturefd, LLC | 2,017 | $483.0K | 0.02% | +181+9.9% | Added |
| Ironsides Asset Advisors, LLC | 2,060 | $493.0K | 0.16% | −100−4.6% | Reduced |
| Spotlight Asset Group, Inc. | 2,061 | $494.0K | 0.25% | −242−10.5% | Reduced |
| Northeast Financial Consultants Inc | 2,080 | $498.0K | 0.03% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $503.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,111 | $506.0K | 0.06% | −2−0.1% | Reduced |
| Busey Wealth Management | 2,130 | $511.0K | 0.02% | +845+65.8% | Added |
| Bridgefront Capital, LLC | 2,161 | $518.0K | 0.54% | −1,992−48.0% | Reduced |
| Perigon Wealth Management, LLC | 2,182 | $523.0K | 0.05% | +80+3.8% | Added |
| Keybank National Association | 2,230 | $534.0K | 0.00% | +842+60.7% | Added |
| Empirical Finance, LLC | 2,257 | $541.0K | 0.08% | +153+7.3% | Added |
| Wealthfront Advisers LLC | 2,310 | $553.0K | 0.00% | −84−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,333 | $559.0K | 0.03% | −600−20.5% | Reduced |
| OneAscent Wealth Management LLC | 2,343 | $561.0K | 0.64% | +2,343 | New |
| Captrust Financial Advisors | 2,347 | $562.0K | 0.00% | −69−2.9% | Reduced |
| HighPoint Advisor Group LLC | 2,381 | $570.0K | 0.06% | −266−10.0% | Reduced |
| Pearl River Capital, LLC | 2,443 | $585.0K | 0.16% | +1,334+120.3% | Added |
| Partners Group Holding AG | 2,446 | $586.0K | 0.04% | +2,446 | New |
| Jasper Ridge Partners, L.P. | 2,459 | $589.0K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,525 | $605.0K | 0.03% | +3+0.1% | Added |
| Fundamentun, LLC | 2,531 | $606.0K | 0.11% | +799+46.1% | Added |
| NVWM, LLC | 2,535 | $607.0K | 0.22% | +2,535 | New |
| Strategic Blueprint, LLC | 2,538 | $608.0K | 0.10% | −5,556−68.6% | Reduced |
| Great Lakes Advisors, LLC | 2,552 | $611.0K | 0.01% | −40−1.5% | Reduced |
| Guardian Capital LP | 2,549 | $611.0K | 0.01% | +14+0.6% | Added |