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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
Allred Capital Management, LLC1,753$494.0K0.24%+117+7.2%Added
Symmetry Partners, LLC1,772$500.0K0.03%−836−32.1%Reduced
Tarbox Family Office, Inc.1,797$507.0K0.09%00.0%Unchanged
Flputnam Investment Management Co1,812$511.0K0.02%+4+0.2%Added
Trust Asset Management LLC1,821$514.0K0.06%00.0%Unchanged
Knights of Columbus Asset Advisors LLC1,830$516.0K0.04%+16+0.9%Added
Group One Trading, L.P.1,835$518.0K0.01%+1,835New
Clear Perspective Advisors, LLC1,848$521.0K0.16%00.0%Unchanged
Cowen and Company, LLC1,878$530.0K0.05%+1,878New
Outlook Wealth Advisors, LLC1,888$533.0K0.16%+61+3.3%Added
Davenport & Co LLC1,906$538.0K0.00%+385+25.3%Added
Coldstream Capital Management Inc1,912$539.0K0.02%+1,912New
Principle Wealth Partners LLC1,920$542.0K0.06%00.0%Unchanged
Client 1st Advisory Group, LLC1,925$543.0K0.27%+248+14.8%Added
Globeflex Capital L P1,945$549.0K0.11%00.0%Unchanged
V Wealth Advisors LLC1,945$549.0K0.08%00.0%Unchanged
Inverness Counsel LLC1,948$550.0K0.02%−943−32.6%Reduced
Ironsides Asset Advisors, LLC1,960$553.0K0.15%−100−4.9%Reduced
Alliance Wealth Advisors, LLC1,961$553.0K0.45%+29+1.5%Added
Regatta Capital Group, LLC1,974$557.0K0.19%+1,974New
CAPROCK Group, Inc.1,987$561.0K0.05%+612+44.5%Added
Tokio Marine Asset Management Co Ltd1,999$564.0K0.04%+145+7.8%Added
Roberts Capital Advisors, LLC1,999$564.0K0.53%+1,999New
Siemens Fonds Invest GmbH1,999$565.0K0.04%−7−0.3%Reduced
Jackson Creek Investment Advisors LLC2,006$566.0K0.20%+868+76.3%Added
KRS Capital Management, LLC2,040$575.0K0.49%+2,040New
Leonteq Securities AG2,071$584.3K0.03%+242+13.2%Added
Northeast Financial Consultants Inc2,080$587.0K0.04%00.0%Unchanged
John G Ullman & Associates Inc2,100$592.0K0.08%00.0%Unchanged
Meridian Wealth Management, LLC2,111$596.0K0.06%00.0%Unchanged
CIBC World Markets Inc.2,119$598.0K0.00%+941+79.9%Added
Busey Wealth Management2,130$601.0K0.02%00.0%Unchanged
Captrust Financial Advisors2,137$603.0K0.00%−210−8.9%Reduced
Fifth Third Bancorp2,146$605.0K0.00%+472+28.2%Added
Keybank National Association2,165$611.0K0.00%−65−2.9%Reduced
IFP Advisors, Inc2,166$614.0K0.01%+214+11.0%Added
FSB Premier Wealth Management, Inc.2,182$615.0K0.26%+2,182New
Sawtooth Solutions, LLC2,188$618.0K0.07%+1,247+132.5%Added
Ontario Teachers Pension Plan Board2,209$623.0K0.01%+2,209New
FORA Capital, LLC2,216$625.0K0.24%+2,216New
We Are One Seven, LLC2,227$628.0K0.07%+1,148+106.4%Added
Perigon Wealth Management, LLC2,229$629.0K0.05%+47+2.2%Added
Precision Wealth Strategies, LLC2,245$633.0K0.46%+726+47.8%Added
XTX Topco Ltd2,246$634.0K0.36%+1,243+123.9%Added
Signaturefd, LLC2,251$635.0K0.02%+234+11.6%Added
Regentatlantic Capital LLC2,283$644.0K0.02%+459+25.2%Added
Dynamic Technology Lab Private Ltd2,328$657.0K0.07%−5,638−70.8%Reduced
Bowman & Co S.C.2,358$663.0K0.51%+2,358New
Fox Run Management, L.L.C.2,356$665.0K0.39%+2,356New
Vestcor Inc2,365$667.0K0.02%−460−16.3%Reduced
Great Lakes Advisors, LLC2,371$669.0K0.01%−181−7.1%Reduced
Partners Capital Investment Group, LLP2,374$670.0K0.03%+2,374New
Avantax Advisory Services, Inc.2,396$676.0K0.01%−389−14.0%Reduced
Intact Investment Management Inc.2,400$677.0K0.02%+2,400New
Metatron Capital SICAV plc2,400$677.1K0.64%+2,400New
Assenagon Asset Management S.A.2,404$678.0K0.00%−403,124−99.4%Reduced
Toth Financial Advisory Corp2,425$684.0K0.09%+2,200+977.8%Added
Summit Trail Advisors, LLC2,431$686.0K0.04%+2,431New
Partners Group Holding AG2,446$690.0K0.03%00.0%Unchanged
Jasper Ridge Partners, L.P.2,459$694.0K0.03%00.0%Unchanged
BW Gestao de Investimentos Ltda.2,500$705.0K0.21%−4,500−64.3%Reduced
Ameritas Investment Partners, Inc.2,504$706.0K0.02%−76−2.9%Reduced
Cresset Asset Management, LLC2,542$717.0K0.01%+1,197+89.0%Added
Virtue Capital Management, LLC2,566$724.0K0.11%−79−3.0%Reduced
Guardian Capital LP2,581$728.0K0.01%+32+1.3%Added
Strategic Blueprint, LLC2,579$728.0K0.09%+41+1.6%Added
Salem Investment Counselors Inc2,591$731.0K0.03%+1,777+218.3%Added
Lyell Wealth Management, LP2,599$733.0K0.08%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd2,678$756.0K0.18%+2,678New
Kerrisdale Advisers, LLC2,692$760.0K0.16%−160,217−98.3%Reduced
EFG Asset Management (Americas) Corp.2,693$760.0K0.13%−216−7.4%Reduced
Veritable, L.P.2,721$768.0K0.01%+90+3.4%Added
Integrated Wealth Concepts LLC2,725$769.0K0.02%−5−0.2%Reduced
Advisor Partners LLC2,730$771.0K0.05%−57−2.0%Reduced
Wellington Shields Capital Management, LLC2,746$775.0K0.10%00.0%Unchanged
Wetherby Asset Management Inc2,761$779.0K0.04%+102+3.8%Added
AE Wealth Management LLC2,795$789.0K0.01%−10,454−78.9%Reduced
Welch & Forbes LLC2,800$790.0K0.01%00.0%Unchanged
Magnolia Capital Advisors LLC2,807$792.0K0.23%+13+0.5%Added
NEXT Financial Group, Inc2,831$799.0K0.05%+240+9.3%Added
Demars Financial Group, LLC2,841$802.0K0.42%−287−9.2%Reduced
Fulton Bank, N.A.2,928$826.0K0.04%+403+16.0%Added
Wealthfront Advisers LLC2,939$830.0K0.00%+629+27.2%Added
Pensionfund DSM Netherlands3,000$846.0K0.10%00.0%Unchanged
S&CO Inc3,000$846.0K0.06%00.0%Unchanged
Greenleaf Trust3,008$849.0K0.01%+37+1.2%Added
NVWM, LLC3,027$855.0K0.27%+492+19.4%Added
Platform Technology Partners3,033$856.0K0.38%00.0%Unchanged
Quest Capital Management Inc3,050$861.0K0.15%+130+4.5%Added
Glenmede Trust Co NA3,096$872.0K0.00%+339+12.3%Added
IndexIQ Advisors LLC3,139$886.0K0.03%−115−3.5%Reduced
Empirical Finance, LLC3,140$886.0K0.10%+883+39.1%Added
IBM Retirement Fund3,169$894.0K0.11%−2,200−41.0%Reduced
Principal Street Partners, LLC3,174$896.0K0.22%+3,174New
Patriot Financial Group Insurance Agency, LLC3,181$897.0K0.15%+74+2.4%Added
Park Avenue Securities LLC3,181$897.0K0.02%+181+6.0%Added
Creative Planning3,212$906.0K0.00%−93−2.8%Reduced
National Bank of Canada3,287$928.0K0.00%+3,287New
Papp L Roy & Associates3,321$937.0K0.11%00.0%Unchanged
Nomura Holdings Inc3,324$938.0K0.01%−979−22.8%Reduced