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
- 940
- +90 vs. Q3 2021
- Shares held
- 166.7M
- −319.6K (−0.2%) vs. Q3 2021
- Total value
- $47.0B
- +$6.96B (+17.4%) vs. Q3 2021
- New holders
- 150
- 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 | 940 | $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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 11,556 | $3.26M | 0.02% | +395+3.5% | Added |
| Boothbay Fund Management, LLC | 11,536 | $3.25M | 0.11% | +10,498+1,011.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,438 | $3.23M | 0.16% | −76−0.7% | Reduced |
| Sofos Investments, Inc. | 6,251 | $3.22M | 0.25% | +6,192+10,494.9% | Added |
| Tower Research Capital LLC (TRC) | 11,291 | $3.19M | 0.06% | +5,240+86.6% | Added |
| Corient Capital Partners, LLC | 11,023 | $3.11M | 0.21% | +9+0.1% | Added |
| Exchange Traded Concepts, LLC | 11,014 | $3.11M | 0.06% | −1,725−13.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,010 | $3.11M | 0.03% | −352−3.1% | Reduced |
| Barometer Capital Management Inc. | 10,962 | $3.09M | 0.52% | +10,962 | New |
| AtonRa Partners | 10,749 | $3.03M | 1.05% | +1,019+10.5% | Added |
| Fisher Asset Management, LLC | 10,727 | $3.03M | 0.00% | −1,358−11.2% | Reduced |
| Covington Capital Management | 10,713 | $3.02M | 0.10% | +925+9.5% | Added |
| Harrell Investment Partners, LLC | 10,635 | $3.00M | 0.92% | +922+9.5% | Added |
| Buffington Mohr McNeal | 10,549 | $2.98M | 0.51% | −75−0.7% | Reduced |
| Sumitomo Life Insurance Co | 10,490 | $2.96M | 0.07% | −259−2.4% | Reduced |
| Voya Financial Advisors, Inc. | 10,406 | $2.94M | 0.33% | −12−0.1% | Reduced |
| Paradiem, LLC | 11,913 | $2.92M | 0.95% | +1,508+14.5% | Added |
| Connable Office Inc | 10,248 | $2.89M | 0.37% | +275+2.8% | Added |
| Pacer Advisors, Inc. | 10,011 | $2.83M | 0.03% | −2,430−19.5% | Reduced |
| Copperleaf Capital, LLC | 9,952 | $2.81M | 2.43% | −1,295−11.5% | Reduced |
| Ninety One SA (PTY) Ltd | 9,779 | $2.77M | 0.81% | +174+1.8% | Added |
| Legacy CG, LLC | 9,790 | $2.76M | 1.66% | +9,790 | New |
| Meridian Wealth Advisors, LLC | 9,779 | $2.76M | 0.67% | +829+9.3% | Added |
| Van Leeuwen & Company, LLC | 9,681 | $2.73M | 1.53% | +9,681 | New |
| Raymond James Trust N.A. | 9,369 | $2.64M | 0.08% | +1,090+13.2% | Added |
| Penserra Capital Management LLC | 9,284 | $2.62M | 0.06% | +8,605+1,267.3% | Added |
| Semmax Financial Advisors Inc. | 9,249 | $2.61M | 0.96% | −2,598−21.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,201 | $2.60M | 0.07% | +700+8.2% | Added |
| SG Americas Securities, LLC | 9,198 | $2.60M | 0.02% | +6,495+240.3% | Added |
| Caption Management, LLC | 9,193 | $2.59M | 0.16% | +9,193 | New |
| Achmea Investment Management B.V. | 9,156 | $2.58M | 0.12% | 00.0% | Unchanged |
| Icon Advisers Inc | 9,138 | $2.58M | 0.41% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,680 | $2.49M | 0.04% | +651+7.2% | Added |
| Swiss Life Asset Management Ltd | 8,727 | $2.46M | 0.03% | −26,954−75.5% | Reduced |
| Geneos Wealth Management Inc. | 8,636 | $2.44M | 0.09% | +657+8.2% | Added |
| Quantbot Technologies LP | 8,601 | $2.43M | 0.20% | −12,245−58.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,594 | $2.42M | 0.05% | −109−1.3% | Reduced |
| Bowling Portfolio Management LLC | 8,491 | $2.40M | 0.50% | −149−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,407 | $2.37M | 0.04% | −21−0.2% | Reduced |
| Credential Qtrade Securities Inc. | 8,093 | $2.28M | 0.15% | +299+3.8% | Added |
| Rockefeller Capital Management L.P. | 7,945 | $2.24M | 0.01% | +875+12.4% | Added |
| Stonebridge Capital Advisors LLC | 7,921 | $2.23M | 0.25% | +205+2.7% | Added |
| Everence Capital Management Inc | 7,888 | $2.23M | 0.17% | +2,200+38.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 9,675 | $2.21M | 1.40% | +9,675 | New |
| Advisors Asset Management, Inc. | 7,719 | $2.18M | 0.03% | +5,091+193.7% | Added |
| Chartwell Investment Partners, LLC | 7,615 | $2.15M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,482 | $2.11M | 0.04% | −792−9.6% | Reduced |
| Barings LLC | 7,462 | $2.10M | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 7,346 | $2.07M | 0.27% | +203+2.8% | Added |
| Archford Capital Strategies, LLC | 7,152 | $2.02M | 0.46% | +312+4.6% | Added |
| Stratos Wealth Partners, LTD. | 7,095 | $2.00M | 0.04% | −703−9.0% | Reduced |
| Donoghue Forlines LLC | 6,916 | $1.95M | 0.33% | −341−4.7% | Reduced |
| Carret Asset Management, LLC | 6,906 | $1.95M | 0.22% | −134−1.9% | Reduced |
| Arabesque Asset Management Ltd | 6,839 | $1.93M | 0.56% | −18−0.3% | Reduced |
| Ieq Capital, LLC | 6,795 | $1.92M | 0.04% | −126−1.8% | Reduced |
| 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 |
| 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 |
| Byrne Asset Management LLC | 6,724 | $1.90M | 1.23% | +6,724 | New |
| 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 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,430 | $1.81M | 0.32% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 6,421 | $1.81M | 0.01% | +312+5.1% | Added |
| Advisor Resource Council | 6,395 | $1.80M | 0.14% | +4,687+274.4% | Added |
| FDx Advisors, Inc. | 6,382 | $1.80M | 0.05% | +49+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 6,381 | $1.80M | 0.08% | +6,381 | New |
| North Star Asset Management Inc | 6,340 | $1.79M | 0.09% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 6,302 | $1.78M | 0.16% | +1,697+36.9% | Added |
| Cinctive Capital Management LP | 6,288 | $1.77M | 0.08% | −21,831−77.6% | Reduced |
| Carmel Capital Partners, LLC | 6,143 | $1.73M | 1.29% | +6,143 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,140 | $1.73M | 0.11% | +216+3.6% | 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 |
| Bamco Inc | 6,081 | $1.72M | 0.00% | +1,307+27.4% | Added |
| Fort, L.P. | 6,075 | $1.71M | 0.56% | −468−7.2% | Reduced |
| Paradigm Asset Management Co LLC | 5,998 | $1.69M | 0.42% | +398+7.1% | Added |
| Herold Advisors, Inc. | 5,900 | $1.66M | 0.65% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,752 | $1.62M | 0.04% | +750+15.0% | Added |
| 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 |
| Sheets Smith Investment Management | 5,643 | $1.59M | 1.13% | +5,643 | New |
| Sentry Investment Management LLC | 5,534 | $1.56M | 0.41% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,482 | $1.55M | 0.16% | −23−0.4% | Reduced |
| Ativo Capital Management LLC | 5,417 | $1.53M | 0.68% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 5,400 | $1.52M | 0.22% | +5,400 | New |
| Chicago Capital, LLC | 5,392 | $1.52M | 0.06% | −744−12.1% | Reduced |
| Centiva Capital, LP | 5,202 | $1.47M | 0.09% | +5,202 | New |
| WealthShield Partners, LLC | 5,111 | $1.44M | 0.24% | +1,077+26.7% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,065 | $1.43M | 0.13% | +16+0.3% | Added |
| Boston Partners | 5,059 | $1.43M | 0.00% | −512−9.2% | Reduced |
| KLK Capital Management LLC | 4,993 | $1.41M | 1.34% | −107−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,976 | $1.41M | 0.00% | +321+6.9% | Added |
| HighTower Advisors, LLC | 4,937 | $1.39M | 0.00% | −11−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,847 | $1.37M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,809 | $1.36M | 0.04% | −458−8.7% | Reduced |
| Spire Wealth Management | 4,786 | $1.35M | 0.03% | +3,485+267.9% | Added |
| Banque Cantonale Vaudoise | 4,716 | $1.33M | 0.05% | −473−9.1% | Reduced |