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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 1,829 | $438.1K | 0.02% | +311+20.5% | Added |
| Outlook Wealth Advisors, LLC | 1,827 | $438.0K | 0.14% | +42+2.4% | Added |
| Regentatlantic Capital LLC | 1,824 | $437.0K | 0.01% | +841+85.6% | Added |
| Trust Asset Management LLC | 1,821 | $436.0K | 0.06% | +124+7.3% | 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 |
| Flputnam Investment Management Co | 1,808 | $433.0K | 0.01% | +39+2.2% | Added |
| Tarbox Family Office, Inc. | 1,797 | $430.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Bremer Bank National Association | 1,714 | $411.0K | 0.08% | −64−3.6% | Reduced |
| Advisor Resource Council | 1,708 | $409.0K | 0.13% | −2,592−60.3% | Reduced |
| AMG National Trust Bank | 1,702 | $408.0K | 0.01% | −76−4.3% | Reduced |
| 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 |
| Fifth Third Bancorp | 1,674 | $401.0K | 0.00% | +337+25.2% | Added |
| Great Diamond Partners, LLC | 1,648 | $394.0K | 0.11% | −20−1.2% | Reduced |
| Allred Capital Management, LLC | 1,636 | $392.0K | 0.21% | −76−4.4% | Reduced |
| Convergence Investment Partners, LLC | 1,628 | $390.0K | 0.21% | +99+6.5% | Added |
| Aprio Wealth Management, LLC | 1,610 | $386.0K | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,596 | $382.0K | 0.04% | −124−7.2% | Reduced |
| Conning Inc. | 1,582 | $379.0K | 0.01% | −504−24.2% | Reduced |
| Main Street Research LLC | 1,576 | $378.0K | 0.03% | +76+5.1% | Added |
| PFG Advisors | 1,556 | $373.0K | 0.04% | +1,556 | New |
| Cetera Investment Advisers | 1,533 | $367.0K | 0.01% | −299−16.3% | Reduced |
| 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 |
| Checchi Capital Advisers, LLC | 1,511 | $362.0K | 0.04% | +22+1.5% | Added |
| Cahaba Wealth Management, Inc. | 1,490 | $356.0K | 0.05% | +1,490 | New |
| Marathon Capital Management | 1,423 | $341.0K | 0.08% | +1,423 | 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 |
| Westover Capital Advisors, LLC | 1,406 | $337.0K | 0.11% | +1,406 | New |
| Dynamic Advisor Solutions LLC | 1,397 | $335.0K | 0.03% | +311+28.6% | Added |
| Clarius Group, LLC | 1,390 | $333.0K | 0.03% | +99+7.7% | Added |
| Phoenix Holdings Ltd. | 1,372 | $332.0K | 0.01% | +1,372 | New |
| BSW Wealth Partners | 1,377 | $330.0K | 0.09% | +166+13.7% | Added |
| 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 |
| Pendal Group Limited | 1,357 | $325.0K | 0.00% | −120−8.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,350 | $323.0K | 0.11% | +1,350 | New |
| Cresset Asset Management, LLC | 1,345 | $322.0K | 0.00% | +142+11.8% | Added |
| Seeyond | 1,344 | $321.0K | 0.03% | −14−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 1,327 | $318.0K | 0.03% | +312+30.7% | Added |
| Klingenstein Fields & Co LP | 1,321 | $316.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,318 | $315.0K | 0.01% | +182+16.0% | Added |
| Accretive Wealth Partners, LLC | 1,310 | $314.0K | 0.22% | 00.0% | Unchanged |
| Spire Wealth Management | 1,301 | $312.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,293 | $310.0K | 0.01% | +1,293 | New |
| Lido Advisors, LLC | 1,291 | $309.0K | 0.01% | +1,291 | New |
| Regions Financial Corp | 1,254 | $301.0K | 0.00% | +3+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,237 | $296.0K | 0.00% | +1,046+547.6% | Added |
| Hayden Royal, LLC | 1,228 | $294.0K | 0.48% | −326−21.0% | Reduced |
| Driehaus Capital Management LLC | 1,215 | $291.0K | 0.00% | +1,215 | New |
| Waldron Private Wealth LLC | 1,210 | $289.0K | 0.02% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,194 | $286.0K | 0.21% | +143+13.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,190 | $285.0K | 0.02% | +190+19.0% | Added |
| Enterprise Financial Services Corp | 1,180 | $283.0K | 0.04% | +199+20.3% | Added |
| 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 |
| 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 |
| Shelton Capital Management | 1,146 | $275.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,145 | $274.0K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,144 | $274.0K | 0.07% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,138 | $273.0K | 0.10% | −54−4.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,132 | $271.2K | 0.32% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 1,125 | $269.0K | 0.10% | +75+7.1% | 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 |
| Pinnacle Wealth Planning Services, Inc. | 1,106 | $265.0K | 0.06% | +44+4.1% | 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 |
| 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 |
| Center for Financial Planning, Inc. | 1,092 | $262.0K | 0.06% | +29+2.7% | Added |
| Kore Private Wealth LLC | 1,085 | $260.0K | 0.03% | +251+30.1% | Added |
| Pictet North America Advisors SA | 1,083 | $259.0K | 0.03% | +90+9.1% | Added |
| 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 |
| Prelude Capital Management, LLC | 1,045 | $250.0K | 0.01% | −2,359−69.3% | Reduced |
| Boothbay Fund Management, LLC | 1,038 | $249.0K | 0.01% | −10,334−90.9% | Reduced |
| 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 |
| American Portfolios Advisors | 1,022 | $244.8K | 0.01% | +134+15.1% | Added |
| Eqis Capital Management, Inc. | 1,011 | $242.0K | 0.02% | −28−2.7% | Reduced |
| Axiom Investment Management LLC | 1,012 | $241.0K | 0.24% | −1−0.1% | Reduced |
| 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 |
| Inspire Advisors, LLC | 999 | $239.0K | 0.08% | +999 | New |
| Ancora Advisors, LLC | 987 | $236.0K | 0.01% | +182+22.6% | Added |
| 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 |
| Arkadios Wealth Advisors | 968 | $231.0K | 0.03% | −110−10.2% | Reduced |
| Brown Advisory Inc | 940 | $226.0K | 0.00% | −127−11.9% | Reduced |
| Sawtooth Solutions, LLC | 941 | $225.0K | 0.03% | +941 | New |
| Csenge Advisory Group | 924 | $223.0K | 0.02% | +4+0.4% | Added |
| Berger Financial Group, Inc | 925 | $222.0K | 0.04% | −40−4.1% | Reduced |
| E Fund Management Co., Ltd. | 911 | $218.0K | 0.01% | +911 | New |