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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 147 | $41.0K | 0.00% | +21+16.7% | Added |
| Amplius Wealth Advisors, LLC | 160 | $45.0K | 0.01% | +160 | New |
| Hexagon Capital Partners LLC | 163 | $46.0K | 0.01% | −11−6.3% | Reduced |
| Column Capital Advisors, LLC | 168 | $47.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 177 | $50.0K | 0.00% | −44−19.9% | Reduced |
| Focused Wealth Management, Inc | 186 | $52.0K | 0.01% | 00.0% | Unchanged |
| RE Advisers Corp | 184 | $52.0K | 0.00% | +43+30.5% | Added |
| Baystate Wealth Management LLC | 200 | $56.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $56.0K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 199 | $56.0K | 0.00% | +2+1.0% | Added |
| Aquatic Capital Management LLC | 200 | $56.0K | 0.11% | +200 | New |
| Harbour Investments, Inc. | 203 | $57.0K | 0.00% | −39−16.1% | Reduced |
| Trustcore Financial Services, LLC | 219 | $62.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 228 | $66.0K | 0.00% | +56+32.6% | Added |
| Signet Financial Management, LLC | 238 | $67.0K | 0.01% | +238 | New |
| Parkside Financial Bank & Trust | 244 | $69.0K | 0.02% | +15+6.6% | Added |
| Carolinas Wealth Consulting LLC | 247 | $70.0K | 0.02% | +16+6.9% | Added |
| Ossiam | 251 | $71.0K | 0.00% | +122+94.6% | Added |
| Credit Agricole S A | 250 | $71.0K | 0.00% | +250 | New |
| CVA Family Office, LLC | 255 | $72.0K | 0.02% | +255 | New |
| Vectors Research Management, LLC | 260 | $73.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 260 | $73.0K | 0.03% | +260 | New |
| Community Bank, N.A. | 275 | $78.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 277 | $78.0K | 0.01% | +52+23.1% | Added |
| Sun Life Financial INC | 289 | $82.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $85.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $86.0K | 0.12% | +304 | New |
| Atlas Capital Advisors LLC | 320 | $90.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $97.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 351 | $99.0K | 0.03% | +351 | New |
| Howe & Rusling Inc | 355 | $100.0K | 0.01% | +105+42.0% | Added |
| Oakworth Capital, Inc. | 365 | $103.0K | 0.01% | −55−13.1% | Reduced |
| Itau Unibanco Holding S.A. | 374 | $106.0K | 0.00% | −348−48.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 374 | $106.0K | 0.00% | +5+1.4% | Added |
| State of Wyoming | 389 | $110.0K | 0.05% | −345−47.0% | Reduced |
| Reilly Financial Advisors, LLC | 407 | $115.0K | 0.01% | +105+34.8% | Added |
| Harvest Fund Management Co., Ltd | 421 | $118.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 421 | $119.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 431 | $122.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 447 | $126.0K | 0.03% | +24+5.7% | Added |
| Concord Wealth Partners | 465 | $131.0K | 0.03% | +39+9.2% | Added |
| Koshinski Asset Management, Inc. | 489 | $138.0K | 0.01% | +8+1.7% | Added |
| Stelac Advisory Services LLC | 527 | $149.0K | 0.04% | −3,466−86.8% | Reduced |
| Exane Derivatives | 532 | $150.1K | 0.04% | +530+26,500.0% | Added |
| Hall Laurie J Trustee | 580 | $164.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 587 | $166.0K | 0.00% | −400−40.5% | Reduced |
| Centaurus Financial, Inc. | 600 | $169.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 603 | $170.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 605 | $171.0K | 0.04% | +103+20.5% | Added |
| Brown Brothers Harriman & Co | 619 | $175.0K | 0.00% | −141−18.6% | Reduced |
| Desjardins Global Asset Management Inc. | 622 | $175.0K | 0.01% | +622 | New |
| Central Trust Co | 649 | $183.0K | 0.01% | −40−5.8% | Reduced |
| Monolith Advisors | 656 | $185.0K | 0.15% | +656 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 675 | $190.0K | 0.09% | +675 | New |
| Lindbrook Capital, LLC | 691 | $195.0K | 0.03% | +26+3.9% | Added |
| Anchor Investment Management, LLC | 700 | $197.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 708 | $200.0K | 0.02% | +105+17.4% | Added |
| Palladiem, LLC | 715 | $202.0K | 0.16% | +715 | New |
| Simplify Asset Management Inc. | 726 | $205.0K | 0.03% | +726 | New |
| Pinnacle Associates Ltd | 730 | $206.0K | 0.00% | +730 | New |
| Garrett Investment Advisors LLC | 731 | $206.0K | 0.05% | +731 | New |
| Icon Wealth Partners, LLC | 738 | $208.0K | 0.02% | +738 | New |
| Venture Visionary Partners LLC | 739 | $208.0K | 0.01% | +739 | New |
| Geller Advisors LLC | 739 | $209.0K | 0.04% | +739 | New |
| Personal Cfo Solutions, LLC | 745 | $210.0K | 0.04% | +745 | New |
| Diversified, LLC | 750 | $212.0K | 0.09% | +750 | New |
| Levin Capital Strategies, L.P. | 754 | $213.0K | 0.02% | +754 | New |
| TrinityPoint Wealth, LLC | 758 | $214.0K | 0.04% | +758 | New |
| Synovus Financial Corp | 774 | $216.0K | 0.00% | +774 | New |
| Wedmont Private Capital | 856 | $216.0K | 0.07% | +856 | New |
| Sandhill Capital Partners LLC | 780 | $220.0K | 0.02% | +780 | New |
| Wealthsource Partners, LLC | 792 | $223.0K | 0.02% | −112−12.4% | Reduced |
| NBT Bank N A | 790 | $223.0K | 0.03% | +790 | New |
| Dixon Hubard Feinour & Brown Inc | 790 | $223.0K | 0.02% | +790 | New |
| Paragon Private Wealth Management, LLC | 795 | $224.0K | 0.20% | +795 | New |
| Good Life Advisors, LLC | 798 | $225.0K | 0.03% | +798 | New |
| Supplemental Annuity Collective Trust of NJ | 800 | $226.0K | 0.07% | +800 | New |
| Sargent Investment Group, LLC | 800 | $226.0K | 0.05% | +800 | New |
| Cook Wealth Management Group LLC | 906 | $226.0K | 0.23% | +906 | New |
| Csenge Advisory Group | 920 | $227.0K | 0.02% | −4−0.4% | Reduced |
| Central Bank & Trust Co | 820 | $231.0K | 0.04% | +288+54.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 821 | $232.0K | 0.01% | +336+69.3% | Added |
| Prelude Capital Management, LLC | 829 | $234.0K | 0.01% | −216−20.7% | Reduced |
| Schechter Investment Advisors, LLC | 832 | $235.0K | 0.02% | +832 | New |
| Peapack Gladstone Financial Corp | 854 | $241.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 865 | $244.0K | 0.00% | +865 | New |
| Clear Creek Financial Management, LLC | 864 | $244.0K | 0.04% | +864 | New |
| TD Private Client Wealth LLC | 867 | $244.6K | 0.01% | +36+4.3% | Added |
| Stephens Inc | 869 | $245.0K | 0.00% | +16+1.9% | Added |
| E Fund Management Co., Ltd. | 873 | $246.0K | 0.01% | −38−4.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 873 | $246.0K | 0.06% | +873 | New |
| Proequities, Inc. | 880 | $248.0K | 0.01% | +292+49.7% | Added |
| Peterson Wealth Services | 878 | $248.0K | 0.16% | +878 | New |
| American Portfolios Advisors | 893 | $252.0K | 0.01% | −129−12.6% | Reduced |
| Eqis Capital Management, Inc. | 893 | $252.0K | 0.02% | −118−11.7% | Reduced |
| Morris Retirement Advisors, LLC | 894 | $252.0K | 0.19% | −7−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 892 | $252.0K | 0.01% | +49+5.8% | Added |
| HBK Sorce Advisory LLC | 896 | $253.0K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 896 | $253.0K | 0.09% | +4+0.4% | Added |
| Graham Capital Management, L.P. | 903 | $254.0K | 0.01% | +903 | New |