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 | 940 | $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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 4,217 | $1.01M | 0.01% | +326+8.4% | Added |
| Laurel Wealth Advisors LLC | 4,090 | $980.0K | 0.22% | −1,000−19.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,078 | $976.8K | 0.14% | +313+8.3% | Added |
| WealthShield Partners, LLC | 4,034 | $966.0K | 0.26% | +405+11.2% | Added |
| IVC Wealth Advisors LLC | 4,014 | $962.0K | 0.66% | −50−1.2% | Reduced |
| Brinker Capital Investments, LLC | 3,965 | $961.0K | 0.02% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 4,000 | $958.0K | 0.26% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 3,993 | $956.0K | 0.26% | −3,842−49.0% | Reduced |
| Summit X, LLC | 3,947 | $954.0K | 0.24% | −29−0.7% | Reduced |
| Wolverine Trading, LLC | 3,886 | $944.0K | 0.02% | −5,421−58.2% | Reduced |
| ProVise Management Group, LLC | 3,906 | $936.0K | 0.09% | −100−2.5% | Reduced |
| Advisory Services Network, LLC | 3,844 | $921.0K | 0.03% | −82−2.1% | Reduced |
| Ratan Capital Management LP | 3,842 | $920.0K | 0.12% | −55,325−93.5% | Reduced |
| CWM Advisors, LLC | 3,820 | $915.0K | 0.12% | −9,850−72.1% | Reduced |
| Dimension Capital Management LLC | 3,719 | $891.0K | 0.18% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 3,680 | $882.0K | 0.21% | +56+1.5% | Added |
| Baldwin Investment Management, LLC | 3,655 | $876.0K | 0.15% | −75−2.0% | Reduced |
| Integrated Advisors Network LLC | 3,652 | $875.0K | 0.06% | +287+8.5% | Added |
| Atlas Private Wealth Management | 3,525 | $844.0K | 0.52% | −302−7.9% | Reduced |
| Lebenthal Global Advisors, LLC | 3,501 | $838.0K | 0.53% | +1,542+78.7% | Added |
| Humankind Investments LLC | 3,471 | $831.0K | 0.38% | +132+4.0% | Added |
| Global Trust Asset Management, LLC | 3,443 | $825.0K | 0.37% | 00.0% | Unchanged |
| Lincoln National Corp | 3,388 | $812.0K | 0.02% | +69+2.1% | Added |
| First Pacific Advisors, LP | 3,385 | $811.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,353 | $803.0K | 0.03% | +498+17.4% | Added |
| Papp L Roy & Associates | 3,321 | $796.0K | 0.10% | +100+3.1% | Added |
| Michael B. Yongue | 3,319 | $795.0K | 0.58% | 00.0% | Unchanged |
| Creative Planning | 3,305 | $792.0K | 0.00% | −657−16.6% | Reduced |
| Banque Pictet & Cie SA | 3,283 | $786.0K | 0.01% | −360−9.9% | Reduced |
| IndexIQ Advisors LLC | 3,254 | $779.0K | 0.03% | +157+5.1% | Added |
| BCJ Capital Management, LLC | 3,204 | $767.0K | 0.08% | +528+19.7% | Added |
| Demars Financial Group, LLC | 3,128 | $749.0K | 0.44% | +1,326+73.6% | Added |
| Burns Matteson Capital Management, LLC | 3,119 | $747.1K | 0.57% | +165+5.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,107 | $744.0K | 0.13% | +566+22.3% | Added |
| Platform Technology Partners | 3,033 | $727.0K | 0.33% | −518−14.6% | Reduced |
| Verition Fund Management LLC | 3,021 | $724.0K | 0.01% | −8,317−73.4% | Reduced |
| Capital CS Group, LLC | 2,993 | $723.0K | 0.67% | +2,993 | New |
| 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 |
| 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 |
| Natixis Investment Managers International | 2,995 | $717.0K | 0.04% | −250−7.7% | Reduced |
| Greenleaf Trust | 2,971 | $712.0K | 0.01% | +160+5.7% | Added |
| Quest Capital Management Inc | 2,920 | $699.0K | 0.14% | +17+0.6% | Added |
| EFG Asset Management (Americas) Corp. | 2,909 | $697.0K | 0.12% | +25+0.9% | Added |
| Inverness Counsel LLC | 2,891 | $693.0K | 0.03% | +1,370+90.1% | Added |
| Heartland Bank & Trust Co | 2,886 | $691.0K | 0.60% | +89+3.2% | Added |
| Vestcor Inc | 2,825 | $677.0K | 0.02% | −393−12.2% | Reduced |
| Welch & Forbes LLC | 2,800 | $671.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,794 | $669.0K | 0.23% | +329+13.3% | 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 |
| Glenmede Trust Co NA | 2,757 | $659.0K | 0.00% | +1,694+159.4% | Added |
| Wellington Shields Capital Management, LLC | 2,746 | $658.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,730 | $654.0K | 0.02% | +2,730 | New |
| SG Americas Securities, LLC | 2,703 | $647.0K | 0.00% | −2,007−42.6% | Reduced |
| Wetherby Asset Management Inc | 2,659 | $637.0K | 0.04% | +6+0.2% | Added |
| Virtue Capital Management, LLC | 2,645 | $634.0K | 0.11% | −7−0.3% | Reduced |
| 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 |
| Symmetry Partners, LLC | 2,608 | $624.0K | 0.04% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,599 | $623.0K | 0.08% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,591 | $621.0K | 0.05% | +1,991+331.8% | Added |
| Ameritas Investment Partners, Inc. | 2,580 | $618.0K | 0.02% | −67−2.5% | 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 |
| Strategic Blueprint, LLC | 2,538 | $608.0K | 0.10% | −5,556−68.6% | Reduced |
| NVWM, LLC | 2,535 | $607.0K | 0.22% | +2,535 | New |
| Fundamentun, LLC | 2,531 | $606.0K | 0.11% | +799+46.1% | Added |
| Fulton Bank, N.A. | 2,525 | $605.0K | 0.03% | +3+0.1% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $589.0K | 0.03% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,446 | $586.0K | 0.04% | +2,446 | New |
| Pearl River Capital, LLC | 2,443 | $585.0K | 0.16% | +1,334+120.3% | Added |
| HighPoint Advisor Group LLC | 2,381 | $570.0K | 0.06% | −266−10.0% | Reduced |
| Captrust Financial Advisors | 2,347 | $562.0K | 0.00% | −69−2.9% | Reduced |
| OneAscent Wealth Management LLC | 2,343 | $561.0K | 0.64% | +2,343 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,333 | $559.0K | 0.03% | −600−20.5% | Reduced |
| Wealthfront Advisers LLC | 2,310 | $553.0K | 0.00% | −84−3.5% | Reduced |
| Empirical Finance, LLC | 2,257 | $541.0K | 0.08% | +153+7.3% | Added |
| Keybank National Association | 2,230 | $534.0K | 0.00% | +842+60.7% | Added |
| Perigon Wealth Management, LLC | 2,182 | $523.0K | 0.05% | +80+3.8% | Added |
| Bridgefront Capital, LLC | 2,161 | $518.0K | 0.54% | −1,992−48.0% | Reduced |
| Busey Wealth Management | 2,130 | $511.0K | 0.02% | +845+65.8% | Added |
| Meridian Wealth Management, LLC | 2,111 | $506.0K | 0.06% | −2−0.1% | Reduced |
| John G Ullman & Associates Inc | 2,100 | $503.0K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,080 | $498.0K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,061 | $494.0K | 0.25% | −242−10.5% | Reduced |
| Ironsides Asset Advisors, LLC | 2,060 | $493.0K | 0.16% | −100−4.6% | Reduced |
| Signaturefd, LLC | 2,017 | $483.0K | 0.02% | +181+9.9% | Added |
| Siemens Fonds Invest GmbH | 2,006 | $481.0K | 0.03% | +2,006 | New |
| Trexquant Investment LP | 1,964 | $470.0K | 0.04% | −3,772−65.8% | Reduced |
| IFP Advisors, Inc | 1,952 | $468.0K | 0.01% | −80−3.9% | Reduced |
| 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 |
| Alliance Wealth Advisors, LLC | 1,932 | $463.0K | 0.41% | +19+1.0% | Added |
| Principle Wealth Partners LLC | 1,920 | $460.0K | 0.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,918 | $459.0K | 0.61% | +1,918 | New |
| Fulcrum Asset Management LLP | – | $445.0K | 0.22% | – | – |
| Tokio Marine Asset Management Co Ltd | 1,854 | $444.0K | 0.04% | +112+6.4% | Added |
| Clear Perspective Advisors, LLC | 1,848 | $443.0K | 0.15% | −50−2.6% | Reduced |