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 |
|---|---|---|---|---|---|
| Wall Street Access Asset Management, LLC | 3,367 | $949.0K | 0.50% | −5,639−62.6% | Reduced |
| Westover Capital Advisors, LLC | 3,377 | $953.0K | 0.28% | +1,971+140.2% | Added |
| First Pacific Advisors, LP | 3,385 | $955.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 3,384 | $955.0K | 0.64% | +65+2.0% | Added |
| Atlas Private Wealth Management | 3,425 | $966.0K | 0.54% | −100−2.8% | Reduced |
| Global Trust Asset Management, LLC | 3,443 | $971.0K | 0.38% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 3,457 | $975.4K | 0.66% | +338+10.8% | Added |
| Lincoln National Corp | 3,471 | $979.0K | 0.02% | +83+2.4% | Added |
| TD Waterhouse Canada Inc. | 3,640 | $983.4K | 0.01% | +3,640 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 4,246 | $993.0K | 0.64% | +4,246 | New |
| Banque Pictet & Cie SA | 3,533 | $997.0K | 0.01% | +250+7.6% | Added |
| BCJ Capital Management, LLC | 3,615 | $1.02M | 0.10% | +411+12.8% | Added |
| United Community Bank | 3,637 | $1.03M | 1.03% | +3,637 | New |
| Humankind Investments LLC | 3,668 | $1.03M | 0.42% | +197+5.7% | Added |
| Cutter & CO Brokerage, Inc. | 3,680 | $1.04M | 0.28% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,700 | $1.04M | 0.27% | +45+1.2% | Added |
| Engineers Gate Manager LP | 3,715 | $1.05M | 0.05% | −13,589−78.5% | Reduced |
| Dimension Capital Management LLC | 3,719 | $1.05M | 0.20% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,741 | $1.06M | 0.03% | +388+11.6% | Added |
| Integrated Advisors Network LLC | 3,762 | $1.06M | 0.06% | +110+3.0% | Added |
| IVC Wealth Advisors LLC | 3,764 | $1.06M | 0.68% | −250−6.2% | Reduced |
| Ratan Capital Management LP | 3,842 | $1.08M | 0.17% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,892 | $1.10M | 0.10% | −14−0.4% | Reduced |
| Advisory Services Network, LLC | 3,945 | $1.11M | 0.03% | +101+2.6% | Added |
| Avestar Capital, LLC | 3,956 | $1.12M | 0.20% | +3,956 | New |
| Summit X, LLC | 4,022 | $1.13M | 0.26% | +75+1.9% | Added |
| Natixis Investment Managers International | 4,030 | $1.14M | 0.06% | +1,035+34.6% | Added |
| Laurel Wealth Advisors LLC | 4,155 | $1.17M | 0.25% | +65+1.6% | Added |
| Kinneret Advisory, LLC | 4,220 | $1.19M | 0.12% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 4,250 | $1.20M | 0.22% | +4,250 | New |
| Ashton Thomas Private Wealth, LLC | 4,262 | $1.20M | 0.12% | +184+4.5% | Added |
| Liberty One Investment Management, LLC | 4,317 | $1.22M | 0.18% | −552−11.3% | Reduced |
| Cigna Investments Inc | 4,341 | $1.22M | 0.10% | −1,510−25.8% | Reduced |
| CWM Advisors, LLC | 4,404 | $1.24M | 0.14% | +584+15.3% | Added |
| Bridgewater Associates, LP | 4,456 | $1.26M | 0.01% | −3,432−43.5% | Reduced |
| Fiduciary Trust Co | 4,514 | $1.27M | 0.02% | −86−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,569 | $1.29M | 0.02% | +352+8.3% | Added |
| Latitude Advisors, LLC | 4,608 | $1.30M | 0.36% | −146−3.1% | Reduced |
| Montag & Caldwell, LLC | 4,611 | $1.30M | 0.13% | +83+1.8% | Added |
| Banque Cantonale Vaudoise | 4,716 | $1.33M | 0.05% | −473−9.1% | Reduced |
| Spire Wealth Management | 4,786 | $1.35M | 0.03% | +3,485+267.9% | Added |
| National Asset Management, Inc. | 4,809 | $1.36M | 0.04% | −458−8.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,847 | $1.37M | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,937 | $1.39M | 0.00% | −11−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,976 | $1.41M | 0.00% | +321+6.9% | Added |
| KLK Capital Management LLC | 4,993 | $1.41M | 1.34% | −107−2.1% | Reduced |
| Boston Partners | 5,059 | $1.43M | 0.00% | −512−9.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,065 | $1.43M | 0.13% | +16+0.3% | Added |
| Beacon Financial Group | 5,240 | $1.43M | 0.19% | +188+3.7% | Added |
| Blair William & Co | 5,084 | $1.43M | 0.00% | +113+2.3% | Added |
| WealthShield Partners, LLC | 5,111 | $1.44M | 0.24% | +1,077+26.7% | Added |
| Centiva Capital, LP | 5,202 | $1.47M | 0.09% | +5,202 | New |
| Chicago Capital, LLC | 5,392 | $1.52M | 0.06% | −744−12.1% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 5,400 | $1.52M | 0.22% | +5,400 | New |
| Ativo Capital Management LLC | 5,417 | $1.53M | 0.68% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,482 | $1.55M | 0.16% | −23−0.4% | Reduced |
| Sentry Investment Management LLC | 5,534 | $1.56M | 0.41% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 5,643 | $1.59M | 1.13% | +5,643 | New |
| Illinois Municipal Retirement Fund | 5,721 | $1.61M | 0.05% | +1,474+34.7% | Added |
| Brinker Capital Investments, LLC | 5,722 | $1.61M | 0.02% | +1,757+44.3% | Added |
| Pathstone Family Office, LLC | 5,752 | $1.62M | 0.04% | +750+15.0% | Added |
| Herold Advisors, Inc. | 5,900 | $1.66M | 0.65% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,998 | $1.69M | 0.42% | +398+7.1% | Added |
| Fort, L.P. | 6,075 | $1.71M | 0.56% | −468−7.2% | Reduced |
| Bamco Inc | 6,081 | $1.72M | 0.00% | +1,307+27.4% | Added |
| Kestra Advisory Services, LLC | 6,095 | $1.72M | 0.02% | −4,730−43.7% | Reduced |
| Parallel Advisors, LLC | 6,095 | $1.72M | 0.06% | +949+18.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,140 | $1.73M | 0.11% | +216+3.6% | Added |
| Carmel Capital Partners, LLC | 6,143 | $1.73M | 1.29% | +6,143 | New |
| Cinctive Capital Management LP | 6,288 | $1.77M | 0.08% | −21,831−77.6% | Reduced |
| Adell Harriman & Carpenter Inc | 6,302 | $1.78M | 0.16% | +1,697+36.9% | Added |
| North Star Asset Management Inc | 6,340 | $1.79M | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 6,381 | $1.80M | 0.08% | +6,381 | New |
| FDx Advisors, Inc. | 6,382 | $1.80M | 0.05% | +49+0.8% | Added |
| Advisor Resource Council | 6,395 | $1.80M | 0.14% | +4,687+274.4% | Added |
| Rafferty Asset Management, LLC | 6,421 | $1.81M | 0.01% | +312+5.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,430 | $1.81M | 0.32% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,499 | $1.83M | 0.46% | +139+2.2% | Added |
| Smith, Salley & Associates | 6,499 | $1.83M | 0.13% | +853+15.1% | Added |
| Byrne Asset Management LLC | 6,724 | $1.90M | 1.23% | +6,724 | New |
| Orion Portfolio Solutions, LLC | 6,758 | $1.91M | 0.06% | +500+8.0% | Added |
| Change Path, LLC | 6,758 | $1.91M | 0.09% | +859+14.6% | Added |
| Chesley Taft & Associates LLC | 6,785 | $1.91M | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 6,785 | $1.91M | 0.11% | +711+11.7% | Added |
| Ieq Capital, LLC | 6,795 | $1.92M | 0.04% | −126−1.8% | Reduced |
| Arabesque Asset Management Ltd | 6,839 | $1.93M | 0.56% | −18−0.3% | Reduced |
| Carret Asset Management, LLC | 6,906 | $1.95M | 0.22% | −134−1.9% | Reduced |
| Donoghue Forlines LLC | 6,916 | $1.95M | 0.33% | −341−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 7,095 | $2.00M | 0.04% | −703−9.0% | Reduced |
| Archford Capital Strategies, LLC | 7,152 | $2.02M | 0.46% | +312+4.6% | Added |
| Veriti Management LLC | 7,346 | $2.07M | 0.27% | +203+2.8% | Added |
| Barings LLC | 7,462 | $2.10M | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,482 | $2.11M | 0.04% | −792−9.6% | Reduced |
| Chartwell Investment Partners, LLC | 7,615 | $2.15M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,719 | $2.18M | 0.03% | +5,091+193.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 9,675 | $2.21M | 1.40% | +9,675 | New |
| Everence Capital Management Inc | 7,888 | $2.23M | 0.17% | +2,200+38.7% | Added |
| Stonebridge Capital Advisors LLC | 7,921 | $2.23M | 0.25% | +205+2.7% | Added |
| Rockefeller Capital Management L.P. | 7,945 | $2.24M | 0.01% | +875+12.4% | Added |
| Credential Qtrade Securities Inc. | 8,093 | $2.28M | 0.15% | +299+3.8% | Added |