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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2,580 | $618.0K | 0.02% | −67−2.5% | Reduced |
| NEXT Financial Group, Inc | 2,591 | $621.0K | 0.05% | +1,991+331.8% | Added |
| Lyell Wealth Management, LP | 2,599 | $623.0K | 0.08% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,608 | $624.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 2,631 | $630.0K | 0.01% | +16+0.6% | Added |
| Advisors Asset Management, Inc. | 2,628 | $630.0K | 0.01% | +987+60.1% | Added |
| Virtue Capital Management, LLC | 2,645 | $634.0K | 0.11% | −7−0.3% | Reduced |
| Wetherby Asset Management Inc | 2,659 | $637.0K | 0.04% | +6+0.2% | Added |
| SG Americas Securities, LLC | 2,703 | $647.0K | 0.00% | −2,007−42.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,730 | $654.0K | 0.02% | +2,730 | New |
| Wellington Shields Capital Management, LLC | 2,746 | $658.0K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,757 | $659.0K | 0.00% | +1,694+159.4% | Added |
| Advisor Partners LLC | 2,787 | $668.0K | 0.05% | −60−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 2,785 | $668.0K | 0.01% | +707+34.0% | Added |
| Magnolia Capital Advisors LLC | 2,794 | $669.0K | 0.23% | +329+13.3% | Added |
| Welch & Forbes LLC | 2,800 | $671.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,825 | $677.0K | 0.02% | −393−12.2% | Reduced |
| Heartland Bank & Trust Co | 2,886 | $691.0K | 0.60% | +89+3.2% | Added |
| Inverness Counsel LLC | 2,891 | $693.0K | 0.03% | +1,370+90.1% | Added |
| EFG Asset Management (Americas) Corp. | 2,909 | $697.0K | 0.12% | +25+0.9% | Added |
| Quest Capital Management Inc | 2,920 | $699.0K | 0.14% | +17+0.6% | Added |
| Greenleaf Trust | 2,971 | $712.0K | 0.01% | +160+5.7% | Added |
| Natixis Investment Managers International | 2,995 | $717.0K | 0.04% | −250−7.7% | Reduced |
| S&CO Inc | 3,000 | $718.0K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,999 | $718.0K | 1.55% | +1,499+99.9% | Added |
| Park Avenue Securities LLC | 3,000 | $719.0K | 0.01% | +213+7.6% | Added |
| Pensionfund DSM Netherlands | 3,000 | $719.0K | 0.09% | +3,000 | New |
| Capital CS Group, LLC | 2,993 | $723.0K | 0.67% | +2,993 | New |
| Verition Fund Management LLC | 3,021 | $724.0K | 0.01% | −8,317−73.4% | Reduced |
| Platform Technology Partners | 3,033 | $727.0K | 0.33% | −518−14.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,107 | $744.0K | 0.13% | +566+22.3% | Added |
| Burns Matteson Capital Management, LLC | 3,119 | $747.1K | 0.57% | +165+5.6% | Added |
| Demars Financial Group, LLC | 3,128 | $749.0K | 0.44% | +1,326+73.6% | Added |
| BCJ Capital Management, LLC | 3,204 | $767.0K | 0.08% | +528+19.7% | Added |
| IndexIQ Advisors LLC | 3,254 | $779.0K | 0.03% | +157+5.1% | Added |
| Banque Pictet & Cie SA | 3,283 | $786.0K | 0.01% | −360−9.9% | Reduced |
| Creative Planning | 3,305 | $792.0K | 0.00% | −657−16.6% | Reduced |
| Michael B. Yongue | 3,319 | $795.0K | 0.58% | 00.0% | Unchanged |
| Papp L Roy & Associates | 3,321 | $796.0K | 0.10% | +100+3.1% | Added |
| Toroso Investments, LLC | 3,353 | $803.0K | 0.03% | +498+17.4% | Added |
| First Pacific Advisors, LP | 3,385 | $811.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 3,388 | $812.0K | 0.02% | +69+2.1% | Added |
| Global Trust Asset Management, LLC | 3,443 | $825.0K | 0.37% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,471 | $831.0K | 0.38% | +132+4.0% | Added |
| Lebenthal Global Advisors, LLC | 3,501 | $838.0K | 0.53% | +1,542+78.7% | Added |
| Atlas Private Wealth Management | 3,525 | $844.0K | 0.52% | −302−7.9% | Reduced |
| Integrated Advisors Network LLC | 3,652 | $875.0K | 0.06% | +287+8.5% | Added |
| Baldwin Investment Management, LLC | 3,655 | $876.0K | 0.15% | −75−2.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,680 | $882.0K | 0.21% | +56+1.5% | Added |
| Dimension Capital Management LLC | 3,719 | $891.0K | 0.18% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,820 | $915.0K | 0.12% | −9,850−72.1% | Reduced |
| Ratan Capital Management LP | 3,842 | $920.0K | 0.12% | −55,325−93.5% | Reduced |
| Advisory Services Network, LLC | 3,844 | $921.0K | 0.03% | −82−2.1% | Reduced |
| ProVise Management Group, LLC | 3,906 | $936.0K | 0.09% | −100−2.5% | Reduced |
| Wolverine Trading, LLC | 3,886 | $944.0K | 0.02% | −5,421−58.2% | Reduced |
| Summit X, LLC | 3,947 | $954.0K | 0.24% | −29−0.7% | Reduced |
| Stelac Advisory Services LLC | 3,993 | $956.0K | 0.26% | −3,842−49.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,000 | $958.0K | 0.26% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,965 | $961.0K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,014 | $962.0K | 0.66% | −50−1.2% | Reduced |
| WealthShield Partners, LLC | 4,034 | $966.0K | 0.26% | +405+11.2% | Added |
| Ashton Thomas Private Wealth, LLC | 4,078 | $976.8K | 0.14% | +313+8.3% | Added |
| Laurel Wealth Advisors LLC | 4,090 | $980.0K | 0.22% | −1,000−19.6% | Reduced |
| Kinneret Advisory, LLC | 4,220 | $1.01M | 0.12% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,217 | $1.01M | 0.01% | +326+8.4% | Added |
| Paloma Partners Management Co | 4,231 | $1.01M | 0.04% | −53,990−92.7% | Reduced |
| Illinois Municipal Retirement Fund | 4,247 | $1.02M | 0.04% | +630+17.4% | Added |
| Nomura Holdings Inc | 4,303 | $1.04M | 0.01% | −1,553−26.5% | Reduced |
| Echo Street Capital Management LLC | 4,389 | $1.05M | 0.01% | +1,461+49.9% | Added |
| World Asset Management Inc | 4,440 | $1.06M | 0.11% | −356−7.4% | Reduced |
| Montag & Caldwell, LLC | 4,528 | $1.08M | 0.10% | −1,025−18.5% | Reduced |
| USA Financial Portformulas Corp | 4,547 | $1.09M | 0.97% | +4,545+227,250.0% | Added |
| Fiduciary Trust Co | 4,600 | $1.10M | 0.02% | −93−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 4,605 | $1.10M | 0.11% | +2,030+78.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,655 | $1.11M | 0.00% | +241+5.5% | Added |
| Optimal Asset Management, Inc. | 4,700 | $1.13M | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,754 | $1.14M | 0.37% | +2,321+95.4% | Added |
| Bamco Inc | 4,774 | $1.14M | 0.00% | +1,395+41.3% | Added |
| Redpoint Investment Management Pty Ltd | 4,847 | $1.16M | 0.10% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 4,869 | $1.17M | 0.20% | −253−4.9% | Reduced |
| HighTower Advisors, LLC | 4,948 | $1.18M | 0.00% | +395+8.7% | Added |
| Blair William & Co | 4,971 | $1.19M | 0.00% | +96+2.0% | Added |
| Acadian Asset Management LLC | 4,999 | $1.20M | 0.00% | −7,842−61.1% | Reduced |
| Pathstone Family Office, LLC | 5,002 | $1.20M | 0.03% | +899+21.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,049 | $1.21M | 0.13% | +61+1.2% | Added |
| KLK Capital Management LLC | 5,100 | $1.22M | 1.12% | −430−7.8% | Reduced |
| Beacon Financial Group | 5,052 | $1.23M | 0.17% | +158+3.2% | Added |
| Parallel Advisors, LLC | 5,146 | $1.23M | 0.05% | +500+10.8% | Added |
| Banque Cantonale Vaudoise | 5,189 | $1.24M | 0.05% | −236−4.4% | Reduced |
| National Asset Management, Inc. | 5,267 | $1.26M | 0.04% | −150−2.8% | Reduced |
| IBM Retirement Fund | 5,369 | $1.29M | 0.10% | +15+0.3% | Added |
| Ativo Capital Management LLC | 5,417 | $1.30M | 0.61% | −95−1.7% | Reduced |
| Krilogy Financial LLC | 5,505 | $1.32M | 0.13% | −40−0.7% | Reduced |
| Sentry Investment Management LLC | 5,534 | $1.33M | 0.39% | −808−12.7% | Reduced |
| Boston Partners | 5,571 | $1.33M | 0.00% | −413,170−98.7% | Reduced |
| Paradigm Asset Management Co LLC | 5,600 | $1.34M | 0.37% | −300−5.1% | Reduced |
| Smith, Salley & Associates | 5,646 | $1.35M | 0.11% | +868+18.2% | Added |
| Everence Capital Management Inc | 5,688 | $1.36M | 0.11% | 00.0% | Unchanged |
| Allstate Corp | 5,759 | $1.38M | 0.06% | −554−8.8% | Reduced |
| Cigna Investments Inc | 5,851 | $1.40M | 0.10% | −170−2.8% | Reduced |