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 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 904 | $255.0K | 0.19% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 909 | $256.0K | 0.03% | −16−1.7% | Reduced |
| GraniteShares Advisors LLC | 908 | $256.0K | 0.12% | +908 | New |
| Confluence Wealth Services, Inc. | 910 | $256.0K | 0.08% | +910 | New |
| Fractal Investments LLC | 910 | $257.0K | 0.09% | +910 | New |
| First Business Financial Services, Inc. | 943 | $266.0K | 0.03% | +105+12.5% | Added |
| One + One Wealth Management, LLC | 946 | $267.0K | 0.18% | −80−7.8% | Reduced |
| Proficio Capital Partners LLC | 951 | $268.0K | 0.04% | −50−5.0% | Reduced |
| Terra Nova Asset Management LLC | 979 | $276.0K | 0.21% | −119−10.8% | Reduced |
| AIA Group Ltd | 993 | $280.0K | 0.01% | +19+2.0% | Added |
| Gabelli Funds LLC | 1,000 | $282.0K | 0.00% | +1,000 | New |
| Axiom Investment Management LLC | 1,010 | $284.0K | 0.28% | −2−0.2% | Reduced |
| Brown Advisory Inc | 1,019 | $288.0K | 0.00% | +79+8.4% | Added |
| Gateway Investment Advisers LLC | 1,025 | $289.0K | 0.00% | −95−8.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,029 | $290.0K | 0.01% | +1,029 | New |
| Pictet North America Advisors SA | 1,033 | $291.0K | 0.03% | −50−4.6% | Reduced |
| Quantinno Capital Management LP | 1,036 | $292.0K | 0.05% | +1,036 | New |
| Ergoteles LLC | 1,037 | $293.0K | 0.01% | +1,037 | New |
| Cypress Capital Group | 1,046 | $295.0K | 0.04% | +176+20.2% | Added |
| Cim Investment Mangement Inc | 1,044 | $295.0K | 0.09% | +1,044 | New |
| First Long Island Investors, LLC | 1,049 | $296.0K | 0.02% | +1,049 | New |
| Ellevest, Inc. | 1,065 | $300.0K | 0.03% | +818+331.2% | Added |
| Acorn Financial Advisory Services Inc | 1,066 | $301.0K | 0.06% | +12+1.1% | Added |
| Center for Financial Planning, Inc. | 1,092 | $308.0K | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,728 | $310.0K | 0.01% | +310+21.9% | Added |
| Pitcairn Co | 1,103 | $311.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,112 | $314.0K | 0.02% | +10+0.9% | Added |
| Sustainable Growth Advisers, LP | 1,120 | $316.0K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 1,125 | $317.0K | 0.10% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,122 | $317.0K | 0.16% | +149+15.3% | Added |
| Beacon Pointe Advisors, LLC | 1,140 | $322.0K | 0.01% | −16−1.4% | Reduced |
| Shelton Capital Management | 1,146 | $323.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,144 | $323.0K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,145 | $323.0K | 0.02% | +1,145 | New |
| 9258 Wealth Management, LLC | 1,147 | $324.0K | 0.07% | +1,147 | New |
| High Net Worth Advisory Group LLC | 1,170 | $330.0K | 0.12% | +1,170 | New |
| Barrett Asset Management, LLC | 1,174 | $331.0K | 0.01% | +1,054+878.3% | Added |
| Arkadios Wealth Advisors | 1,181 | $333.0K | 0.04% | +213+22.0% | Added |
| Machina Capital S.A.S. | 1,190 | $336.0K | 0.81% | −1,809−60.3% | Reduced |
| Tranquilli Financial Advisor LLC | 1,197 | $338.0K | 0.24% | +3+0.3% | Added |
| First Horizon Advisors, Inc. | 1,211 | $340.0K | 0.01% | −107−8.1% | Reduced |
| OneAscent Financial Services LLC | 1,209 | $341.0K | 0.65% | −709−37.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,215 | $343.0K | 0.07% | +109+9.9% | Added |
| Hayden Royal, LLC | 1,230 | $347.0K | 0.81% | +2+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,230 | $347.0K | 0.03% | +40+3.4% | Added |
| Enterprise Financial Services Corp | 1,230 | $347.0K | 0.05% | +50+4.2% | Added |
| Jane Street Group, LLC | 1,247 | $352.0K | 0.00% | −6,188−83.2% | Reduced |
| Cypress Wealth Services, LLC | 1,247 | $352.0K | 0.10% | +92+8.0% | Added |
| Alps Advisors Inc | 1,250 | $353.0K | 0.00% | +105+9.2% | Added |
| Taylor Wealth Management Partners | 1,253 | $354.0K | 0.12% | +200+19.0% | Added |
| Regions Financial Corp | 1,266 | $357.0K | 0.00% | +12+1.0% | Added |
| Independent Advisor Alliance | 1,269 | $358.0K | 0.02% | +169+15.4% | Added |
| West Bancorporation Inc | 1,270 | $358.0K | 0.28% | +1,270 | New |
| Panagora Asset Management Inc | 1,303 | $368.0K | 0.00% | −155,571−99.2% | Reduced |
| Engine No. 1 LLC | 1,306 | $368.0K | 0.08% | +277+26.9% | Added |
| Great Point Wealth Advisors, LLC | 1,304 | $368.0K | 0.11% | +1,304 | New |
| Two Sigma Securities, LLC | 1,309 | $369.0K | 0.07% | +1,309 | New |
| MBB Public Markets I LLC | 1,307 | $369.0K | 0.01% | +1,307 | New |
| Accretive Wealth Partners, LLC | 1,310 | $370.0K | 0.24% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,321 | $373.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,330 | $375.0K | 0.02% | +120+9.9% | Added |
| Seeyond | 1,344 | $379.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 1,347 | $380.0K | 0.01% | −235−14.9% | Reduced |
| Jump Financial, LLC | 1,350 | $381.0K | 0.02% | −5,006−78.8% | Reduced |
| Teza Capital Management LLC | 1,360 | $384.0K | 0.10% | +1,360 | New |
| PAX Financial Group, LLC | 1,360 | $384.0K | 0.09% | +1,360 | New |
| Gladstone Institutional Advisory LLC | 1,364 | $385.0K | 0.03% | +37+2.8% | Added |
| One Wealth Advisors, LLC | 1,371 | $387.0K | 0.10% | +251+22.4% | Added |
| Davy Global Fund Management Ltd | 1,375 | $388.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,405 | $396.0K | 0.16% | −2,096−59.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,433 | $404.0K | 0.03% | −900−38.6% | Reduced |
| Convergence Investment Partners, LLC | 1,435 | $405.0K | 0.21% | −193−11.9% | Reduced |
| Versor Investments LP | 1,443 | $407.0K | 0.01% | +1,443 | New |
| BSW Wealth Partners | 1,464 | $413.0K | 0.10% | +87+6.3% | Added |
| Cahaba Wealth Management, Inc. | 1,475 | $416.0K | 0.06% | −15−1.0% | Reduced |
| Inspire Advisors, LLC | 1,474 | $416.0K | 0.12% | +475+47.5% | Added |
| Nova R Wealth, Inc. | 1,483 | $418.0K | 0.34% | +1,483 | New |
| Horizon Investments, LLC | 1,492 | $421.0K | 0.01% | +74+5.2% | Added |
| Dynamic Advisor Solutions LLC | 1,495 | $422.0K | 0.03% | +98+7.0% | Added |
| Zions Bancorporation, N.A. | 1,502 | $424.0K | 0.04% | −94−5.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,522 | $429.0K | 0.05% | +11+0.7% | Added |
| Clarius Group, LLC | 1,529 | $431.0K | 0.03% | +139+10.0% | Added |
| Angeles Investment Advisors, LLC | 1,537 | $434.0K | 0.02% | −281−15.5% | Reduced |
| Heartland Bank & Trust Co | 1,558 | $440.0K | 0.33% | −1,328−46.0% | Reduced |
| Aprio Wealth Management, LLC | 1,560 | $440.0K | 0.18% | −50−3.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,567 | $442.0K | 0.15% | +1,567 | New |
| Fulcrum Asset Management LLP | – | $445.0K | 0.22% | – | – |
| Main Street Research LLC | 1,576 | $445.0K | 0.03% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,591 | $449.0K | 0.42% | +1,591 | New |
| Bremer Bank National Association | 1,638 | $462.0K | 0.08% | −76−4.4% | Reduced |
| PFG Advisors | 1,636 | $462.0K | 0.05% | +80+5.1% | Added |
| Cetera Investment Advisers | 1,647 | $465.0K | 0.01% | +114+7.4% | Added |
| Metis Global Partners, LLC | 1,672 | $472.0K | 0.13% | +1,672 | New |
| Great Diamond Partners, LLC | 1,680 | $473.0K | 0.12% | +32+1.9% | Added |
| AMG National Trust Bank | 1,702 | $480.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,718 | $485.0K | 0.00% | +38+2.3% | Added |
| Fort Washington Investment Advisors Inc | 1,729 | $487.0K | 0.00% | −40−2.3% | Reduced |
| Fieldpoint Private Securities, LLC | 1,726 | $487.0K | 0.10% | +901+109.2% | Added |
| Fundamentun, LLC | 1,732 | $489.0K | 0.08% | −799−31.6% | Reduced |
| Lido Advisors, LLC | 1,734 | $489.0K | 0.01% | +443+34.3% | Added |