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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 2,209 | $623.0K | 0.01% | +2,209 | New |
| Sawtooth Solutions, LLC | 2,188 | $618.0K | 0.07% | +1,247+132.5% | Added |
| FSB Premier Wealth Management, Inc. | 2,182 | $615.0K | 0.26% | +2,182 | New |
| IFP Advisors, Inc | 2,166 | $614.0K | 0.01% | +214+11.0% | Added |
| Keybank National Association | 2,165 | $611.0K | 0.00% | −65−2.9% | Reduced |
| Fifth Third Bancorp | 2,146 | $605.0K | 0.00% | +472+28.2% | Added |
| Captrust Financial Advisors | 2,137 | $603.0K | 0.00% | −210−8.9% | Reduced |
| Busey Wealth Management | 2,130 | $601.0K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,119 | $598.0K | 0.00% | +941+79.9% | Added |
| Meridian Wealth Management, LLC | 2,111 | $596.0K | 0.06% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $592.0K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,080 | $587.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,071 | $584.3K | 0.03% | +242+13.2% | Added |
| KRS Capital Management, LLC | 2,040 | $575.0K | 0.49% | +2,040 | New |
| Jackson Creek Investment Advisors LLC | 2,006 | $566.0K | 0.20% | +868+76.3% | Added |
| Siemens Fonds Invest GmbH | 1,999 | $565.0K | 0.04% | −7−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,999 | $564.0K | 0.04% | +145+7.8% | Added |
| Roberts Capital Advisors, LLC | 1,999 | $564.0K | 0.53% | +1,999 | New |
| CAPROCK Group, Inc. | 1,987 | $561.0K | 0.05% | +612+44.5% | Added |
| Regatta Capital Group, LLC | 1,974 | $557.0K | 0.19% | +1,974 | New |
| Ironsides Asset Advisors, LLC | 1,960 | $553.0K | 0.15% | −100−4.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,961 | $553.0K | 0.45% | +29+1.5% | Added |
| Inverness Counsel LLC | 1,948 | $550.0K | 0.02% | −943−32.6% | Reduced |
| Globeflex Capital L P | 1,945 | $549.0K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,945 | $549.0K | 0.08% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,925 | $543.0K | 0.27% | +248+14.8% | Added |
| Principle Wealth Partners LLC | 1,920 | $542.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,912 | $539.0K | 0.02% | +1,912 | New |
| Davenport & Co LLC | 1,906 | $538.0K | 0.00% | +385+25.3% | Added |
| Outlook Wealth Advisors, LLC | 1,888 | $533.0K | 0.16% | +61+3.3% | Added |
| Cowen and Company, LLC | 1,878 | $530.0K | 0.05% | +1,878 | New |
| Clear Perspective Advisors, LLC | 1,848 | $521.0K | 0.16% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,835 | $518.0K | 0.01% | +1,835 | New |
| Knights of Columbus Asset Advisors LLC | 1,830 | $516.0K | 0.04% | +16+0.9% | Added |
| Trust Asset Management LLC | 1,821 | $514.0K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,812 | $511.0K | 0.02% | +4+0.2% | Added |
| Tarbox Family Office, Inc. | 1,797 | $507.0K | 0.09% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,772 | $500.0K | 0.03% | −836−32.1% | Reduced |
| Allred Capital Management, LLC | 1,753 | $494.0K | 0.24% | +117+7.2% | Added |
| Fundamentun, LLC | 1,732 | $489.0K | 0.08% | −799−31.6% | Reduced |
| Lido Advisors, LLC | 1,734 | $489.0K | 0.01% | +443+34.3% | Added |
| Fort Washington Investment Advisors Inc | 1,729 | $487.0K | 0.00% | −40−2.3% | Reduced |
| Fieldpoint Private Securities, LLC | 1,726 | $487.0K | 0.10% | +901+109.2% | Added |
| United Capital Financial Advisers, LLC | 1,718 | $485.0K | 0.00% | +38+2.3% | Added |
| AMG National Trust Bank | 1,702 | $480.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,680 | $473.0K | 0.12% | +32+1.9% | Added |
| Metis Global Partners, LLC | 1,672 | $472.0K | 0.13% | +1,672 | New |
| Cetera Investment Advisers | 1,647 | $465.0K | 0.01% | +114+7.4% | Added |
| Bremer Bank National Association | 1,638 | $462.0K | 0.08% | −76−4.4% | Reduced |
| PFG Advisors | 1,636 | $462.0K | 0.05% | +80+5.1% | Added |
| Meadow Creek Wealth Advisors LLC | 1,591 | $449.0K | 0.42% | +1,591 | New |
| Fulcrum Asset Management LLP | – | $445.0K | 0.22% | – | – |
| Main Street Research LLC | 1,576 | $445.0K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,567 | $442.0K | 0.15% | +1,567 | New |
| Heartland Bank & Trust Co | 1,558 | $440.0K | 0.33% | −1,328−46.0% | Reduced |
| Aprio Wealth Management, LLC | 1,560 | $440.0K | 0.18% | −50−3.1% | Reduced |
| Angeles Investment Advisors, LLC | 1,537 | $434.0K | 0.02% | −281−15.5% | Reduced |
| Clarius Group, LLC | 1,529 | $431.0K | 0.03% | +139+10.0% | Added |
| Checchi Capital Advisers, LLC | 1,522 | $429.0K | 0.05% | +11+0.7% | Added |
| Zions Bancorporation, N.A. | 1,502 | $424.0K | 0.04% | −94−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,495 | $422.0K | 0.03% | +98+7.0% | Added |
| Horizon Investments, LLC | 1,492 | $421.0K | 0.01% | +74+5.2% | Added |
| Nova R Wealth, Inc. | 1,483 | $418.0K | 0.34% | +1,483 | New |
| Cahaba Wealth Management, Inc. | 1,475 | $416.0K | 0.06% | −15−1.0% | Reduced |
| Inspire Advisors, LLC | 1,474 | $416.0K | 0.12% | +475+47.5% | Added |
| BSW Wealth Partners | 1,464 | $413.0K | 0.10% | +87+6.3% | Added |
| Versor Investments LP | 1,443 | $407.0K | 0.01% | +1,443 | New |
| Convergence Investment Partners, LLC | 1,435 | $405.0K | 0.21% | −193−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,433 | $404.0K | 0.03% | −900−38.6% | Reduced |
| Lebenthal Global Advisors, LLC | 1,405 | $396.0K | 0.16% | −2,096−59.9% | Reduced |
| Davy Global Fund Management Ltd | 1,375 | $388.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,371 | $387.0K | 0.10% | +251+22.4% | Added |
| Gladstone Institutional Advisory LLC | 1,364 | $385.0K | 0.03% | +37+2.8% | Added |
| Teza Capital Management LLC | 1,360 | $384.0K | 0.10% | +1,360 | New |
| PAX Financial Group, LLC | 1,360 | $384.0K | 0.09% | +1,360 | New |
| Jump Financial, LLC | 1,350 | $381.0K | 0.02% | −5,006−78.8% | Reduced |
| Conning Inc. | 1,347 | $380.0K | 0.01% | −235−14.9% | Reduced |
| Seeyond | 1,344 | $379.0K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,330 | $375.0K | 0.02% | +120+9.9% | Added |
| Klingenstein Fields & Co LP | 1,321 | $373.0K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $370.0K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,309 | $369.0K | 0.07% | +1,309 | New |
| MBB Public Markets I LLC | 1,307 | $369.0K | 0.01% | +1,307 | New |
| Panagora Asset Management Inc | 1,303 | $368.0K | 0.00% | −155,571−99.2% | Reduced |
| Engine No. 1 LLC | 1,306 | $368.0K | 0.08% | +277+26.9% | Added |
| Great Point Wealth Advisors, LLC | 1,304 | $368.0K | 0.11% | +1,304 | New |
| Independent Advisor Alliance | 1,269 | $358.0K | 0.02% | +169+15.4% | Added |
| West Bancorporation Inc | 1,270 | $358.0K | 0.28% | +1,270 | New |
| Regions Financial Corp | 1,266 | $357.0K | 0.00% | +12+1.0% | Added |
| Taylor Wealth Management Partners | 1,253 | $354.0K | 0.12% | +200+19.0% | Added |
| Alps Advisors Inc | 1,250 | $353.0K | 0.00% | +105+9.2% | Added |
| Jane Street Group, LLC | 1,247 | $352.0K | 0.00% | −6,188−83.2% | Reduced |
| Cypress Wealth Services, LLC | 1,247 | $352.0K | 0.10% | +92+8.0% | Added |
| Hayden Royal, LLC | 1,230 | $347.0K | 0.81% | +2+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,230 | $347.0K | 0.03% | +40+3.4% | Added |
| Enterprise Financial Services Corp | 1,230 | $347.0K | 0.05% | +50+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,215 | $343.0K | 0.07% | +109+9.9% | Added |
| OneAscent Financial Services LLC | 1,209 | $341.0K | 0.65% | −709−37.0% | Reduced |
| First Horizon Advisors, Inc. | 1,211 | $340.0K | 0.01% | −107−8.1% | Reduced |
| Tranquilli Financial Advisor LLC | 1,197 | $338.0K | 0.24% | +3+0.3% | Added |