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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 904 | $217.0K | 0.02% | −52−5.4% | Reduced |
| Phoenix Wealth Advisors | 904 | $217.0K | 0.16% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 901 | $216.0K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 896 | $215.0K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 892 | $214.0K | 0.09% | +27+3.1% | Added |
| Cypress Capital Group | 870 | $208.0K | 0.03% | +20+2.4% | Added |
| Eudaimonia Partners, LLC | 859 | $206.0K | 0.04% | −72−7.7% | Reduced |
| Peapack Gladstone Financial Corp | 854 | $205.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 853 | $204.0K | 0.00% | −23−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 843 | $202.0K | 0.01% | −31−3.5% | Reduced |
| First Business Financial Services, Inc. | 838 | $201.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 831 | $199.1K | 0.01% | +23+2.8% | Added |
| Fieldpoint Private Securities, LLC | 825 | $198.0K | 0.04% | +679+465.1% | Added |
| Salem Investment Counselors Inc | 814 | $195.0K | 0.01% | +652+402.5% | Added |
| Brown Brothers Harriman & Co | 760 | $182.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 734 | $176.0K | 0.11% | +580+376.6% | Added |
| Itau Unibanco Holding S.A. | 722 | $173.0K | 0.01% | +391+118.1% | Added |
| Berman Capital Advisors, LLC | 716 | $170.0K | 0.03% | +146+25.6% | Added |
| Anchor Investment Management, LLC | 700 | $167.7K | 0.02% | +200+40.0% | Added |
| Central Trust Co | 689 | $165.0K | 0.01% | −2,600−79.1% | Reduced |
| Penserra Capital Management LLC | 679 | $162.0K | 0.00% | +66+10.8% | Added |
| Lindbrook Capital, LLC | 665 | $159.0K | 0.04% | +8+1.2% | Added |
| 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 |
| Proequities, Inc. | 588 | $141.0K | 0.01% | −38−6.1% | Reduced |
| First Mercantile Trust Co | 590 | $141.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 580 | $139.0K | 0.05% | −25−4.1% | Reduced |
| Carroll Financial Associates, Inc. | 554 | $132.0K | 0.01% | +92+19.9% | Added |
| Central Bank & Trust Co | 532 | $127.0K | 0.02% | +474+817.2% | Added |
| Private Capital Group, LLC | 502 | $120.0K | 0.03% | +75+17.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 485 | $116.0K | 0.01% | +29+6.4% | Added |
| Koshinski Asset Management, Inc. | 481 | $115.2K | 0.01% | +481 | New |
| NuWave Investment Management, LLC | 468 | $112.0K | 0.13% | −237−33.6% | Reduced |
| CX Institutional | 438 | $105.0K | 0.01% | +28+6.8% | Added |
| Capital Analysts, LLC | 431 | $103.0K | 0.01% | −48−10.0% | Reduced |
| Concord Wealth Partners | 426 | $102.0K | 0.04% | −42−9.0% | Reduced |
| 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 |
| Harvest Fund Management Co., Ltd | 421 | $100.0K | 0.02% | 00.0% | Unchanged |
| SG3 Management, LLC | 400 | $96.0K | 0.03% | −1,100−73.3% | Reduced |
| Prentice Wealth Management LLC | 388 | $93.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $88.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $83.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 320 | $76.7K | 0.01% | +25+8.5% | Added |
| Fred Alger Management, LLC | 314 | $75.0K | 0.00% | +89+39.6% | Added |
| 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 |
| Kowal Investment Group, LLC | 298 | $71.0K | 0.02% | +298 | New |
| Sun Life Financial INC | 289 | $69.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 275 | $66.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 271 | $64.0K | 0.03% | +271 | New |
| Vectors Research Management, LLC | 260 | $62.0K | 0.01% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 250 | $61.0K | 0.03% | +250 | New |
| 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 |
| Ellevest, Inc. | 247 | $59.0K | 0.01% | +44+21.7% | Added |
| Harbour Investments, Inc. | 242 | $58.0K | 0.00% | +17+7.6% | Added |
| Manchester Capital Management LLC | 238 | $57.0K | 0.01% | −15−5.9% | Reduced |
| 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 |
| Glassman Wealth Services | 225 | $54.0K | 0.01% | +11+5.1% | Added |
| Toth Financial Advisory Corp | 225 | $54.0K | 0.01% | +225 | New |
| Altshuler Shaham Ltd | 221 | $53.0K | 0.00% | +12+5.7% | Added |
| Trustcore Financial Services, LLC | 219 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $48.0K | 0.07% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 327 | $46.0K | 0.05% | +201+159.5% | Added |
| Burleson & Company, LLC | 188 | $45.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 186 | $45.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 174 | $42.0K | 0.01% | −35−16.7% | Reduced |
| Smithfield Trust Co | 172 | $41.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 165 | $40.0K | 0.01% | −476−74.3% | Reduced |
| Column Capital Advisors, LLC | 168 | $40.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 168 | $40.0K | 0.01% | 00.0% | Unchanged |
| RE Advisers Corp | 141 | $34.0K | 0.00% | +49+53.3% | Added |
| Eagle Bay Advisors LLC | 134 | $33.0K | 0.02% | +22+19.6% | Added |
| Old North State Trust, LLC | 135 | $32.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 129 | $31.0K | 0.00% | −48,929−99.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 197 | $31.0K | 0.00% | −7−3.4% | Reduced |
| Allworth Financial LP | 126 | $30.0K | 0.00% | +53+72.6% | Added |
| Barrett Asset Management, LLC | 120 | $29.0K | 0.00% | +120 | New |
| Harbor Investment Advisory, LLC | 118 | $28.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 106 | $26.0K | 0.01% | +106 | New |
| Farmers & Merchants Investments Inc | 99 | $24.0K | 0.00% | +2+2.1% | Added |
| Blume Capital Management, Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 101 | $24.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $23.0K | 0.00% | −3−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 97 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 91 | $22.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 92 | $22.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 92 | $22.0K | 0.00% | +25+37.3% | Added |
| Clean Yield Group | 72 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $16.0K | 0.00% | +37+127.6% | Added |
| Asset Dedication, LLC | 64 | $15.0K | 0.00% | +64 | New |
| Sutton Wealth Advisors Inc. | 60 | $14.4K | 0.01% | +8+15.4% | Added |