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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 1,190 | $336.0K | 0.81% | −1,809−60.3% | Reduced |
| Arkadios Wealth Advisors | 1,181 | $333.0K | 0.04% | +213+22.0% | Added |
| Barrett Asset Management, LLC | 1,174 | $331.0K | 0.01% | +1,054+878.3% | Added |
| High Net Worth Advisory Group LLC | 1,170 | $330.0K | 0.12% | +1,170 | New |
| 9258 Wealth Management, LLC | 1,147 | $324.0K | 0.07% | +1,147 | New |
| Shelton Capital Management | 1,146 | $323.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,144 | $323.0K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,145 | $323.0K | 0.02% | +1,145 | New |
| Beacon Pointe Advisors, LLC | 1,140 | $322.0K | 0.01% | −16−1.4% | Reduced |
| Legacy Capital Partners, Inc. | 1,125 | $317.0K | 0.10% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,122 | $317.0K | 0.16% | +149+15.3% | Added |
| Sustainable Growth Advisers, LP | 1,120 | $316.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,112 | $314.0K | 0.02% | +10+0.9% | Added |
| Pitcairn Co | 1,103 | $311.0K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,728 | $310.0K | 0.01% | +310+21.9% | Added |
| Center for Financial Planning, Inc. | 1,092 | $308.0K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,066 | $301.0K | 0.06% | +12+1.1% | Added |
| Ellevest, Inc. | 1,065 | $300.0K | 0.03% | +818+331.2% | Added |
| First Long Island Investors, LLC | 1,049 | $296.0K | 0.02% | +1,049 | New |
| Cypress Capital Group | 1,046 | $295.0K | 0.04% | +176+20.2% | Added |
| Cim Investment Mangement Inc | 1,044 | $295.0K | 0.09% | +1,044 | New |
| Ergoteles LLC | 1,037 | $293.0K | 0.01% | +1,037 | New |
| Quantinno Capital Management LP | 1,036 | $292.0K | 0.05% | +1,036 | New |
| Pictet North America Advisors SA | 1,033 | $291.0K | 0.03% | −50−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,029 | $290.0K | 0.01% | +1,029 | New |
| Gateway Investment Advisers LLC | 1,025 | $289.0K | 0.00% | −95−8.5% | Reduced |
| Brown Advisory Inc | 1,019 | $288.0K | 0.00% | +79+8.4% | Added |
| Axiom Investment Management LLC | 1,010 | $284.0K | 0.28% | −2−0.2% | Reduced |
| Gabelli Funds LLC | 1,000 | $282.0K | 0.00% | +1,000 | New |
| AIA Group Ltd | 993 | $280.0K | 0.01% | +19+2.0% | Added |
| Terra Nova Asset Management LLC | 979 | $276.0K | 0.21% | −119−10.8% | Reduced |
| Proficio Capital Partners LLC | 951 | $268.0K | 0.04% | −50−5.0% | Reduced |
| One + One Wealth Management, LLC | 946 | $267.0K | 0.18% | −80−7.8% | Reduced |
| First Business Financial Services, Inc. | 943 | $266.0K | 0.03% | +105+12.5% | Added |
| Fractal Investments LLC | 910 | $257.0K | 0.09% | +910 | New |
| Berger Financial Group, Inc | 909 | $256.0K | 0.03% | −16−1.7% | Reduced |
| GraniteShares Advisors LLC | 908 | $256.0K | 0.12% | +908 | New |
| Confluence Wealth Services, Inc. | 910 | $256.0K | 0.08% | +910 | New |
| Phoenix Wealth Advisors | 904 | $255.0K | 0.19% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 903 | $254.0K | 0.01% | +903 | New |
| HBK Sorce Advisory LLC | 896 | $253.0K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 896 | $253.0K | 0.09% | +4+0.4% | Added |
| Eqis Capital Management, Inc. | 893 | $252.0K | 0.02% | −118−11.7% | Reduced |
| Morris Retirement Advisors, LLC | 894 | $252.0K | 0.19% | −7−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 892 | $252.0K | 0.01% | +49+5.8% | Added |
| American Portfolios Advisors | 893 | $252.0K | 0.01% | −129−12.6% | Reduced |
| Proequities, Inc. | 880 | $248.0K | 0.01% | +292+49.7% | Added |
| Peterson Wealth Services | 878 | $248.0K | 0.16% | +878 | New |
| E Fund Management Co., Ltd. | 873 | $246.0K | 0.01% | −38−4.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 873 | $246.0K | 0.06% | +873 | New |
| Stephens Inc | 869 | $245.0K | 0.00% | +16+1.9% | Added |
| TD Private Client Wealth LLC | 867 | $244.6K | 0.01% | +36+4.3% | Added |
| LMR Partners LLP | 865 | $244.0K | 0.00% | +865 | New |
| Clear Creek Financial Management, LLC | 864 | $244.0K | 0.04% | +864 | New |
| Peapack Gladstone Financial Corp | 854 | $241.0K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 832 | $235.0K | 0.02% | +832 | New |
| Prelude Capital Management, LLC | 829 | $234.0K | 0.01% | −216−20.7% | Reduced |
| Woodward Financial Advisors, Inc. | 823 | $232.2K | 0.23% | +823 | New |
| Benjamin F. Edwards & Company, Inc. | 821 | $232.0K | 0.01% | +336+69.3% | Added |
| Central Bank & Trust Co | 820 | $231.0K | 0.04% | +288+54.1% | Added |
| Csenge Advisory Group | 920 | $227.0K | 0.02% | −4−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 800 | $226.0K | 0.07% | +800 | New |
| Sargent Investment Group, LLC | 800 | $226.0K | 0.05% | +800 | New |
| Cook Wealth Management Group LLC | 906 | $226.0K | 0.23% | +906 | New |
| Good Life Advisors, LLC | 798 | $225.0K | 0.03% | +798 | New |
| Paragon Private Wealth Management, LLC | 795 | $224.0K | 0.20% | +795 | New |
| Wealthsource Partners, LLC | 792 | $223.0K | 0.02% | −112−12.4% | Reduced |
| NBT Bank N A | 790 | $223.0K | 0.03% | +790 | New |
| Dixon Hubard Feinour & Brown Inc | 790 | $223.0K | 0.02% | +790 | New |
| Sandhill Capital Partners LLC | 780 | $220.0K | 0.02% | +780 | New |
| Synovus Financial Corp | 774 | $216.0K | 0.00% | +774 | New |
| Wedmont Private Capital | 856 | $216.0K | 0.07% | +856 | New |
| TrinityPoint Wealth, LLC | 758 | $214.0K | 0.04% | +758 | New |
| Levin Capital Strategies, L.P. | 754 | $213.0K | 0.02% | +754 | New |
| Diversified, LLC | 750 | $212.0K | 0.09% | +750 | New |
| Personal Cfo Solutions, LLC | 745 | $210.0K | 0.04% | +745 | New |
| Geller Advisors LLC | 739 | $209.0K | 0.04% | +739 | New |
| Icon Wealth Partners, LLC | 738 | $208.0K | 0.02% | +738 | New |
| Venture Visionary Partners LLC | 739 | $208.0K | 0.01% | +739 | New |
| Pinnacle Associates Ltd | 730 | $206.0K | 0.00% | +730 | New |
| Garrett Investment Advisors LLC | 731 | $206.0K | 0.05% | +731 | New |
| Simplify Asset Management Inc. | 726 | $205.0K | 0.03% | +726 | New |
| Palladiem, LLC | 715 | $202.0K | 0.16% | +715 | New |
| Quadrant Capital Group LLC | 708 | $200.0K | 0.02% | +105+17.4% | Added |
| Anchor Investment Management, LLC | 700 | $197.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 691 | $195.0K | 0.03% | +26+3.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 675 | $190.0K | 0.09% | +675 | New |
| Monolith Advisors | 656 | $185.0K | 0.15% | +656 | New |
| Central Trust Co | 649 | $183.0K | 0.01% | −40−5.8% | Reduced |
| Brown Brothers Harriman & Co | 619 | $175.0K | 0.00% | −141−18.6% | Reduced |
| Desjardins Global Asset Management Inc. | 622 | $175.0K | 0.01% | +622 | New |
| Private Capital Group, LLC | 605 | $171.0K | 0.04% | +103+20.5% | Added |
| Deseret Mutual Benefit Administrators | 603 | $170.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 600 | $169.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 587 | $166.0K | 0.00% | −400−40.5% | Reduced |
| Hall Laurie J Trustee | 580 | $164.0K | 0.06% | 00.0% | Unchanged |
| Exane Derivatives | 532 | $150.1K | 0.04% | +530+26,500.0% | Added |
| Stelac Advisory Services LLC | 527 | $149.0K | 0.04% | −3,466−86.8% | Reduced |
| Koshinski Asset Management, Inc. | 489 | $138.0K | 0.01% | +8+1.7% | Added |
| Concord Wealth Partners | 465 | $131.0K | 0.03% | +39+9.2% | Added |