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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, Q4 2021

Institutional positions in IQVIA Holdings Inc. as of Dec 31, 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
939
+89 vs. Q3 2021
Shares held
166.7M
−320.5K (−0.2%) vs. Q3 2021
Total value
$47.0B
+$6.96B (+17.4%) vs. Q3 2021
New holders
149
348 more added
Sold out
60
301 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 939 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ4 2021: $47.0B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2021.

Institutions holding IQV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$00.00%00.0%Unchanged
WestEnd Advisors, LLC1$2820.00%––
USA Financial Portformulas Corp4$1.00K0.00%−4,543−99.9%Reduced
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC4$1.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$1.00K0.00%+3New
Ellis Investment Partners, LLC7$1.00K0.00%+7New
Addison Advisors LLC4$1.00K0.00%+4New
CarsonAllaria Wealth Management, Ltd.3$1.00K0.00%+3New
Cassady Schiller Wealth Management, LLC5$1.00K0.00%+5New
Bivin & Associates, Inc.5$1.00K0.00%+5New
Raleigh Capital Management Inc.4$1.00K0.00%+4New
Global Financial Private Client, LLC4$1.13K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$2.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC6$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$2.00K0.00%+3+50.0%Added
Arlington Partners LLC7$2.00K0.00%+7New
TSFG, LLC7$2.00K0.00%+7New
Morton Brown Family Wealth, LLC6$2.00K0.00%+6New
Acadian Asset Management LLC13$3.00K0.00%−4,986−99.7%Reduced
Huntington National Bank10$3.00K0.00%−44−81.5%Reduced
Country Trust Bank10$3.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC10$3.00K0.00%00.0%Unchanged
Surevest, LLC11$3.00K0.00%+11New
Sierra Capital LLC10$3.00K0.00%+10New
Lee Financial Co13$4.00K0.00%00.0%Unchanged
Edge Wealth Management LLC14$4.00K0.00%00.0%Unchanged
TFC Financial Management14$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC15$4.00K0.00%+15New
Standard Family Office LLC14$4.00K0.04%+14New
Schubert & Co13$4.00K0.00%+13New
Raffa Wealth Management, LLC17$4.80K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC17$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.18$5.00K0.00%00.0%Unchanged
Core Alternative Capital16$5.00K0.00%+16New
Front Row Advisors LLC23$6.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$6.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc20$6.00K0.00%+10+100.0%Added
Blue Bell Private Wealth Management, LLC22$6.00K0.00%+22New
Zullo Investment Group, Inc.22$6.00K0.00%+22New
Kelly Financial Services LLC22$6.21K0.00%00.0%Unchanged
Kenfarb & Co.24$7.00K0.01%+24New
Hudock, Inc.29$8.00K0.00%−23−44.2%Reduced
Delta Asset Management LLC30$8.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp30$8.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$8.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC30$8.00K0.00%00.0%Unchanged
Webster Bank, N. A.32$9.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC33$9.00K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC33$9.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management36$10.0K0.00%00.0%Unchanged
Antonetti Capital Management LLC35$10.0K0.01%00.0%Unchanged
Quent Capital, LLC39$11.0K0.00%+39New
Bell Investment Advisors, Inc43$12.0K0.00%00.0%Unchanged
Cambridge Trust Co43$12.0K0.00%+43New
EverSource Wealth Advisors, LLC44$12.0K0.00%+44New
Manchester Capital Management LLC46$13.0K0.00%−192−80.7%Reduced
Burleson & Company, LLC47$13.0K0.00%−141−75.0%Reduced
TCI Wealth Advisors, Inc.46$13.0K0.00%+8+21.1%Added
Retirement Planning Co of New England, Inc.48$13.0K0.01%+48New
Financial Management Professionals, Inc.49$14.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC48$14.0K0.00%00.0%Unchanged
Albion Financial Group50$14.0K0.00%+50New
Sound Income Strategies, LLC54$15.0K0.00%00.0%Unchanged
ClariVest Asset Management LLC51$15.0K0.00%00.0%Unchanged
Bogart Wealth, LLC52$15.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.60$16.9K0.01%00.0%Unchanged
Tradition Wealth Management, LLC60$17.0K0.00%00.0%Unchanged
Agf Investments Inc.59$17.0K0.00%+59New
Delos Wealth Advisors, LLC61$17.0K0.02%+61New
Carroll Financial Associates, Inc.67$18.0K0.00%−487−87.9%Reduced
McIlrath & Eck, LLC65$18.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$18.0K0.01%00.0%Unchanged
Emfo, LLC65$18.0K0.02%00.0%Unchanged
Asset Dedication, LLC64$18.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC63$18.0K0.00%+18+40.0%Added
Jones Financial Companies LLLP65$18.0K0.00%+32+97.0%Added
Tyler-Stone Wealth Management65$18.0K0.01%+65New
Eagle Bay Advisors LLC72$20.0K0.01%−62−46.3%Reduced
Clean Yield Group72$20.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC72$20.0K0.00%+72New
MV Capital Management, Inc.73$21.0K0.00%+7+10.6%Added
Fred Alger Management, LLC90$25.0K0.00%−224−71.3%Reduced
FourThought Financial, LLC87$25.0K0.00%−5−5.4%Reduced
Earnest Partners LLC91$26.0K0.00%00.0%Unchanged
Evoke Wealth, LLC92$26.0K0.00%00.0%Unchanged
Umb Bank N A92$26.0K0.00%+92New
Sterling Investment Advisors, Ltd.97$27.0K0.01%00.0%Unchanged
Assetmark, Inc98$28.0K0.00%−14,852−99.3%Reduced
Farmers & Merchants Investments Inc99$28.0K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$28.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.101$28.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB110$31.0K0.00%+12+12.2%Added
Harbor Investment Advisory, LLC118$33.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.120$34.0K0.00%+120New
Old North State Trust, LLC135$38.0K0.03%00.0%Unchanged
Catalyst Capital Advisors LLC134$38.0K0.00%+134New