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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 4,611 | $1.30M | 0.13% | +83+1.8% | Added |
| Latitude Advisors, LLC | 4,608 | $1.30M | 0.36% | −146−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,569 | $1.29M | 0.02% | +352+8.3% | Added |
| Fiduciary Trust Co | 4,514 | $1.27M | 0.02% | −86−1.9% | Reduced |
| Bridgewater Associates, LP | 4,456 | $1.26M | 0.01% | −3,432−43.5% | Reduced |
| CWM Advisors, LLC | 4,404 | $1.24M | 0.14% | +584+15.3% | Added |
| Cigna Investments Inc | 4,341 | $1.22M | 0.10% | −1,510−25.8% | Reduced |
| Liberty One Investment Management, LLC | 4,317 | $1.22M | 0.18% | −552−11.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,262 | $1.20M | 0.12% | +184+4.5% | Added |
| Gyon Technologies Capital Management, LP | 4,250 | $1.20M | 0.22% | +4,250 | New |
| Kinneret Advisory, LLC | 4,220 | $1.19M | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,155 | $1.17M | 0.25% | +65+1.6% | Added |
| Natixis Investment Managers International | 4,030 | $1.14M | 0.06% | +1,035+34.6% | Added |
| Summit X, LLC | 4,022 | $1.13M | 0.26% | +75+1.9% | Added |
| Avestar Capital, LLC | 3,956 | $1.12M | 0.20% | +3,956 | New |
| Advisory Services Network, LLC | 3,945 | $1.11M | 0.03% | +101+2.6% | Added |
| ProVise Management Group, LLC | 3,892 | $1.10M | 0.10% | −14−0.4% | Reduced |
| Ratan Capital Management LP | 3,842 | $1.08M | 0.17% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,764 | $1.06M | 0.68% | −250−6.2% | Reduced |
| Integrated Advisors Network LLC | 3,762 | $1.06M | 0.06% | +110+3.0% | Added |
| Toroso Investments, LLC | 3,741 | $1.06M | 0.03% | +388+11.6% | Added |
| Dimension Capital Management LLC | 3,719 | $1.05M | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,715 | $1.05M | 0.05% | −13,589−78.5% | Reduced |
| Baldwin Investment Management, LLC | 3,700 | $1.04M | 0.27% | +45+1.2% | Added |
| Cutter & CO Brokerage, Inc. | 3,680 | $1.04M | 0.28% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,668 | $1.03M | 0.42% | +197+5.7% | Added |
| United Community Bank | 3,637 | $1.03M | 1.03% | +3,637 | New |
| BCJ Capital Management, LLC | 3,615 | $1.02M | 0.10% | +411+12.8% | Added |
| Banque Pictet & Cie SA | 3,533 | $997.0K | 0.01% | +250+7.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,246 | $993.0K | 0.64% | +4,246 | New |
| TD Waterhouse Canada Inc. | 3,640 | $983.4K | 0.01% | +3,640 | New |
| Lincoln National Corp | 3,471 | $979.0K | 0.02% | +83+2.4% | Added |
| Burns Matteson Capital Management, LLC | 3,457 | $975.4K | 0.66% | +338+10.8% | Added |
| Global Trust Asset Management, LLC | 3,443 | $971.0K | 0.38% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,425 | $966.0K | 0.54% | −100−2.8% | Reduced |
| 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 |
| Westover Capital Advisors, LLC | 3,377 | $953.0K | 0.28% | +1,971+140.2% | Added |
| Wall Street Access Asset Management, LLC | 3,367 | $949.0K | 0.50% | −5,639−62.6% | Reduced |
| Nomura Holdings Inc | 3,324 | $938.0K | 0.01% | −979−22.8% | Reduced |
| Papp L Roy & Associates | 3,321 | $937.0K | 0.11% | 00.0% | Unchanged |
| National Bank of Canada | 3,287 | $928.0K | 0.00% | +3,287 | New |
| Creative Planning | 3,212 | $906.0K | 0.00% | −93−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,181 | $897.0K | 0.15% | +74+2.4% | Added |
| Park Avenue Securities LLC | 3,181 | $897.0K | 0.02% | +181+6.0% | Added |
| Principal Street Partners, LLC | 3,174 | $896.0K | 0.22% | +3,174 | New |
| IBM Retirement Fund | 3,169 | $894.0K | 0.11% | −2,200−41.0% | Reduced |
| IndexIQ Advisors LLC | 3,139 | $886.0K | 0.03% | −115−3.5% | Reduced |
| Empirical Finance, LLC | 3,140 | $886.0K | 0.10% | +883+39.1% | Added |
| Glenmede Trust Co NA | 3,096 | $872.0K | 0.00% | +339+12.3% | Added |
| Quest Capital Management Inc | 3,050 | $861.0K | 0.15% | +130+4.5% | Added |
| Platform Technology Partners | 3,033 | $856.0K | 0.38% | 00.0% | Unchanged |
| NVWM, LLC | 3,027 | $855.0K | 0.27% | +492+19.4% | Added |
| Greenleaf Trust | 3,008 | $849.0K | 0.01% | +37+1.2% | Added |
| Pensionfund DSM Netherlands | 3,000 | $846.0K | 0.10% | 00.0% | Unchanged |
| S&CO Inc | 3,000 | $846.0K | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,939 | $830.0K | 0.00% | +629+27.2% | Added |
| Fulton Bank, N.A. | 2,928 | $826.0K | 0.04% | +403+16.0% | Added |
| Demars Financial Group, LLC | 2,841 | $802.0K | 0.42% | −287−9.2% | Reduced |
| NEXT Financial Group, Inc | 2,831 | $799.0K | 0.05% | +240+9.3% | Added |
| Magnolia Capital Advisors LLC | 2,807 | $792.0K | 0.23% | +13+0.5% | Added |
| Welch & Forbes LLC | 2,800 | $790.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,795 | $789.0K | 0.01% | −10,454−78.9% | Reduced |
| Wetherby Asset Management Inc | 2,761 | $779.0K | 0.04% | +102+3.8% | Added |
| Wellington Shields Capital Management, LLC | 2,746 | $775.0K | 0.10% | 00.0% | Unchanged |
| Advisor Partners LLC | 2,730 | $771.0K | 0.05% | −57−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 2,725 | $769.0K | 0.02% | −5−0.2% | Reduced |
| Veritable, L.P. | 2,721 | $768.0K | 0.01% | +90+3.4% | Added |
| Kerrisdale Advisers, LLC | 2,692 | $760.0K | 0.16% | −160,217−98.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,693 | $760.0K | 0.13% | −216−7.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,678 | $756.0K | 0.18% | +2,678 | New |
| Lyell Wealth Management, LP | 2,599 | $733.0K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,591 | $731.0K | 0.03% | +1,777+218.3% | Added |
| Guardian Capital LP | 2,581 | $728.0K | 0.01% | +32+1.3% | Added |
| Strategic Blueprint, LLC | 2,579 | $728.0K | 0.09% | +41+1.6% | Added |
| Virtue Capital Management, LLC | 2,566 | $724.0K | 0.11% | −79−3.0% | Reduced |
| Cresset Asset Management, LLC | 2,542 | $717.0K | 0.01% | +1,197+89.0% | Added |
| Ameritas Investment Partners, Inc. | 2,504 | $706.0K | 0.02% | −76−2.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 2,500 | $705.0K | 0.21% | −4,500−64.3% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $694.0K | 0.03% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,446 | $690.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,431 | $686.0K | 0.04% | +2,431 | New |
| Toth Financial Advisory Corp | 2,425 | $684.0K | 0.09% | +2,200+977.8% | Added |
| Assenagon Asset Management S.A. | 2,404 | $678.0K | 0.00% | −403,124−99.4% | Reduced |
| Metatron Capital SICAV plc | 2,400 | $677.1K | 0.64% | +2,400 | New |
| Intact Investment Management Inc. | 2,400 | $677.0K | 0.02% | +2,400 | New |
| Avantax Advisory Services, Inc. | 2,396 | $676.0K | 0.01% | −389−14.0% | Reduced |
| Partners Capital Investment Group, LLP | 2,374 | $670.0K | 0.03% | +2,374 | New |
| Great Lakes Advisors, LLC | 2,371 | $669.0K | 0.01% | −181−7.1% | Reduced |
| Vestcor Inc | 2,365 | $667.0K | 0.02% | −460−16.3% | Reduced |
| Fox Run Management, L.L.C. | 2,356 | $665.0K | 0.39% | +2,356 | New |
| Bowman & Co S.C. | 2,358 | $663.0K | 0.51% | +2,358 | New |
| Dynamic Technology Lab Private Ltd | 2,328 | $657.0K | 0.07% | −5,638−70.8% | Reduced |
| Regentatlantic Capital LLC | 2,283 | $644.0K | 0.02% | +459+25.2% | Added |
| Signaturefd, LLC | 2,251 | $635.0K | 0.02% | +234+11.6% | Added |
| XTX Topco Ltd | 2,246 | $634.0K | 0.36% | +1,243+123.9% | Added |
| Precision Wealth Strategies, LLC | 2,245 | $633.0K | 0.46% | +726+47.8% | Added |
| Perigon Wealth Management, LLC | 2,229 | $629.0K | 0.05% | +47+2.2% | Added |
| We Are One Seven, LLC | 2,227 | $628.0K | 0.07% | +1,148+106.4% | Added |
| FORA Capital, LLC | 2,216 | $625.0K | 0.24% | +2,216 | New |