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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 8,407 | $2.37M | 0.04% | −21−0.2% | Reduced |
| Bowling Portfolio Management LLC | 8,491 | $2.40M | 0.50% | −149−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,594 | $2.42M | 0.05% | −109−1.3% | Reduced |
| Quantbot Technologies LP | 8,601 | $2.43M | 0.20% | −12,245−58.7% | Reduced |
| Geneos Wealth Management Inc. | 8,636 | $2.44M | 0.09% | +657+8.2% | Added |
| Swiss Life Asset Management Ltd | 8,727 | $2.46M | 0.03% | −26,954−75.5% | Reduced |
| Brookstone Capital Management | 9,680 | $2.49M | 0.04% | +651+7.2% | Added |
| Icon Advisers Inc | 9,138 | $2.58M | 0.41% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 9,156 | $2.58M | 0.12% | 00.0% | Unchanged |
| Caption Management, LLC | 9,193 | $2.59M | 0.16% | +9,193 | New |
| SG Americas Securities, LLC | 9,198 | $2.60M | 0.02% | +6,495+240.3% | Added |
| E. Ohman J:or Asset Management AB | 9,201 | $2.60M | 0.07% | +700+8.2% | Added |
| Semmax Financial Advisors Inc. | 9,249 | $2.61M | 0.96% | −2,598−21.9% | Reduced |
| Penserra Capital Management LLC | 9,284 | $2.62M | 0.06% | +8,605+1,267.3% | Added |
| Raymond James Trust N.A. | 9,369 | $2.64M | 0.08% | +1,090+13.2% | Added |
| Van Leeuwen & Company, LLC | 9,681 | $2.73M | 1.53% | +9,681 | New |
| Meridian Wealth Advisors, LLC | 9,779 | $2.76M | 0.67% | +829+9.3% | Added |
| Legacy CG, LLC | 9,790 | $2.76M | 1.66% | +9,790 | New |
| Ninety One SA (PTY) Ltd | 9,779 | $2.77M | 0.81% | +174+1.8% | Added |
| Copperleaf Capital, LLC | 9,952 | $2.81M | 2.43% | −1,295−11.5% | Reduced |
| Pacer Advisors, Inc. | 10,011 | $2.83M | 0.03% | −2,430−19.5% | Reduced |
| Connable Office Inc | 10,248 | $2.89M | 0.37% | +275+2.8% | Added |
| Paradiem, LLC | 11,913 | $2.92M | 0.95% | +1,508+14.5% | Added |
| Voya Financial Advisors, Inc. | 10,406 | $2.94M | 0.33% | −12−0.1% | Reduced |
| Sumitomo Life Insurance Co | 10,490 | $2.96M | 0.07% | −259−2.4% | Reduced |
| Buffington Mohr McNeal | 10,549 | $2.98M | 0.51% | −75−0.7% | Reduced |
| Harrell Investment Partners, LLC | 10,635 | $3.00M | 0.92% | +922+9.5% | Added |
| Covington Capital Management | 10,713 | $3.02M | 0.10% | +925+9.5% | Added |
| Fisher Asset Management, LLC | 10,727 | $3.03M | 0.00% | −1,358−11.2% | Reduced |
| AtonRa Partners | 10,749 | $3.03M | 1.05% | +1,019+10.5% | Added |
| Barometer Capital Management Inc. | 10,962 | $3.09M | 0.52% | +10,962 | New |
| Federation des caisses Desjardins du Quebec | 11,010 | $3.11M | 0.03% | −352−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 11,014 | $3.11M | 0.06% | −1,725−13.5% | Reduced |
| Corient Capital Partners, LLC | 11,023 | $3.11M | 0.21% | +9+0.1% | Added |
| Tower Research Capital LLC (TRC) | 11,291 | $3.19M | 0.06% | +5,240+86.6% | Added |
| Sofos Investments, Inc. | 6,251 | $3.22M | 0.25% | +6,192+10,494.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,438 | $3.23M | 0.16% | −76−0.7% | Reduced |
| Boothbay Fund Management, LLC | 11,536 | $3.25M | 0.11% | +10,498+1,011.4% | Added |
| Mercer Global Advisors Inc | 11,556 | $3.26M | 0.02% | +395+3.5% | Added |
| Kentucky Retirement Systems | 11,566 | $3.26M | 0.13% | +270+2.4% | Added |
| New Mexico Educational Retirement Board | 11,700 | $3.30M | 0.11% | −800−6.4% | Reduced |
| Schroder Investment Management Group | 11,771 | $3.32M | 0.00% | −24,695−67.7% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $3.39M | 0.07% | +100+0.8% | Added |
| Aquila Investment Management LLC | 12,000 | $3.39M | 1.64% | +12,000 | New |
| Steinberg Asset Management LLC | 12,063 | $3.40M | 4.14% | −1,628−11.9% | Reduced |
| Fairhaven Wealth Management, LLC | 12,501 | $3.53M | 1.38% | +114+0.9% | Added |
| NewSquare Capital LLC | 12,569 | $3.55M | 0.38% | +610+5.1% | Added |
| Daiwa Securities Group Inc. | 11,434 | $3.57M | 0.02% | +454+4.1% | Added |
| BOK Financial Private Wealth, Inc. | 12,679 | $3.58M | 0.25% | −80−0.6% | Reduced |
| Ninety One North America, Inc. | 12,920 | $3.65M | 0.13% | −514−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 13,078 | $3.69M | 0.05% | −8,057−38.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 13,085 | $3.69M | 0.65% | +236+1.8% | Added |
| Spears Abacus Advisors LLC | 13,103 | $3.70M | 0.25% | −202−1.5% | Reduced |
| AlphaCrest Capital Management LLC | 13,153 | $3.71M | 0.14% | +1,246+10.5% | Added |
| Ethic Inc. | 13,240 | $3.74M | 0.29% | +1,728+15.0% | Added |
| Phoenix Holdings Ltd. | 13,787 | $3.89M | 0.07% | +12,415+904.9% | Added |
| Tranquility Partners, LLC | 13,883 | $3.92M | 1.81% | +35+0.3% | Added |
| Citizens Business Bank | 14,045 | $3.96M | 0.49% | −182−1.3% | Reduced |
| Twin Tree Management, LP | 14,422 | $4.07M | 0.10% | −3,029−17.4% | Reduced |
| Bank of the West | 14,471 | $4.08M | 0.39% | −1,025−6.6% | Reduced |
| Maryland State Retirement & Pension System | 14,543 | $4.10M | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 14,555 | $4.11M | 0.11% | +1,087+8.1% | Added |
| PFS Investments Inc. | 14,793 | $4.17M | 0.08% | +5,553+60.1% | Added |
| Sivik Global Healthcare LLC | 15,000 | $4.23M | 1.81% | −20,000−57.1% | Reduced |
| First Hawaiian Bank | 15,076 | $4.25M | 0.12% | −1,694−10.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,108 | $4.26M | 2.62% | −657−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,275 | $4.31M | 0.01% | +1,158+8.2% | Added |
| Oregon Public Employees Retirement Fund | 15,539 | $4.38M | 0.05% | −500−3.1% | Reduced |
| GWM Advisors LLC | 15,753 | $4.44M | 0.07% | +2,374+17.7% | Added |
| Susquehanna Fundamental Investments, LLC | 15,916 | $4.49M | 0.12% | −80,435−83.5% | Reduced |
| Crossmark Global Holdings, Inc. | 16,028 | $4.52M | 0.10% | −852−5.0% | Reduced |
| D.A. Davidson & Co. | 16,025 | $4.53M | 0.05% | −61−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,168 | $4.56M | 0.04% | +4,593+39.7% | Added |
| Securian Asset Management, Inc | 16,173 | $4.56M | 0.08% | −198−1.2% | Reduced |
| Jefferies Group LLC | 16,235 | $4.58M | 0.09% | +16,235 | New |
| Norinchukin Bank, The | 16,426 | $4.63M | 0.06% | −171−1.0% | Reduced |
| GAM Holding AG | 16,568 | $4.67M | 0.21% | +2,929+21.5% | Added |
| Schwartz Investment Counsel Inc | 16,940 | $4.78M | 0.19% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 17,104 | $4.83M | 4.53% | −859−4.8% | Reduced |
| Parsons Capital Management Inc | 17,368 | $4.90M | 0.35% | −409−2.3% | Reduced |
| Perpetual Investment Management Ltd | 17,500 | $4.94M | 0.57% | 00.0% | Unchanged |
| Appleton Partners Inc | 17,506 | $4.94M | 0.37% | −30−0.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,890 | $5.01M | 0.80% | +1,678+9.2% | Added |
| Shanda Asset Management Holdings Ltd | 17,900 | $5.05M | 0.79% | 00.0% | Unchanged |
| Tredje AP-fonden | 18,082 | $5.10M | 0.10% | +18,082 | New |
| Guggenheim Capital LLC | 18,101 | $5.11M | 0.03% | +2,632+17.0% | Added |
| PDT Partners, LLC | 18,262 | $5.15M | 0.39% | −5,838−24.2% | Reduced |
| Alerus Financial NA | 18,589 | $5.25M | 0.43% | +1,117+6.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,908 | $5.33M | 1.06% | 00.0% | Unchanged |
| US Bancorp | 18,946 | $5.34M | 0.01% | +116+0.6% | Added |
| Allstate Corp | 19,090 | $5.39M | 0.10% | +13,331+231.5% | Added |
| Amitell Capital Pte Ltd | 19,171 | $5.41M | 3.75% | +705+3.8% | Added |
| Hartford Investment Management Co | 19,432 | $5.48M | 0.13% | +1,496+8.3% | Added |
| Comerica Bank | 23,270 | $5.50M | 0.04% | −1,193−4.9% | Reduced |
| Chase Investment Counsel Corp | 19,509 | $5.50M | 2.21% | −24−0.1% | Reduced |
| Bessemer Securities LLC | 19,533 | $5.51M | 1.49% | +4,211+27.5% | Added |
| Argent Trust Co | 19,751 | $5.57M | 0.33% | +155+0.8% | Added |
| Picton Mahoney Asset Management | 19,965 | $5.63M | 0.20% | +19,965 | New |
| Cornerstone Advisors, LLC | 20,000 | $5.64M | 0.31% | 00.0% | Unchanged |
| First American Trust, FSB | 20,016 | $5.65M | 0.77% | −10,528−34.5% | Reduced |