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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 447 | $126.0K | 0.03% | +24+5.7% | Added |
| Capital Analysts, LLC | 431 | $122.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 421 | $119.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 421 | $118.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 407 | $115.0K | 0.01% | +105+34.8% | Added |
| State of Wyoming | 389 | $110.0K | 0.05% | −345−47.0% | Reduced |
| Itau Unibanco Holding S.A. | 374 | $106.0K | 0.00% | −348−48.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 374 | $106.0K | 0.00% | +5+1.4% | Added |
| Oakworth Capital, Inc. | 365 | $103.0K | 0.01% | −55−13.1% | Reduced |
| Howe & Rusling Inc | 355 | $100.0K | 0.01% | +105+42.0% | Added |
| KB Financial Partners, LLC | 351 | $99.0K | 0.03% | +351 | New |
| Jackson, Grant Investment Advisers, Inc. | 345 | $97.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 320 | $90.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $86.0K | 0.12% | +304 | New |
| Clearstead Advisors, LLC | 300 | $85.0K | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 289 | $82.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 275 | $78.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 277 | $78.0K | 0.01% | +52+23.1% | Added |
| Vectors Research Management, LLC | 260 | $73.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 260 | $73.0K | 0.03% | +260 | New |
| CVA Family Office, LLC | 255 | $72.0K | 0.02% | +255 | New |
| Ossiam | 251 | $71.0K | 0.00% | +122+94.6% | Added |
| Credit Agricole S A | 250 | $71.0K | 0.00% | +250 | New |
| Carolinas Wealth Consulting LLC | 247 | $70.0K | 0.02% | +16+6.9% | Added |
| Parkside Financial Bank & Trust | 244 | $69.0K | 0.02% | +15+6.6% | Added |
| Signet Financial Management, LLC | 238 | $67.0K | 0.01% | +238 | New |
| Smithfield Trust Co | 228 | $66.0K | 0.00% | +56+32.6% | Added |
| Trustcore Financial Services, LLC | 219 | $62.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 203 | $57.0K | 0.00% | −39−16.1% | Reduced |
| Baystate Wealth Management LLC | 200 | $56.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $56.0K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 199 | $56.0K | 0.00% | +2+1.0% | Added |
| Aquatic Capital Management LLC | 200 | $56.0K | 0.11% | +200 | New |
| Focused Wealth Management, Inc | 186 | $52.0K | 0.01% | 00.0% | Unchanged |
| RE Advisers Corp | 184 | $52.0K | 0.00% | +43+30.5% | Added |
| Altshuler Shaham Ltd | 177 | $50.0K | 0.00% | −44−19.9% | Reduced |
| Column Capital Advisors, LLC | 168 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 163 | $46.0K | 0.01% | −11−6.3% | Reduced |
| Amplius Wealth Advisors, LLC | 160 | $45.0K | 0.01% | +160 | New |
| Allworth Financial LP | 147 | $41.0K | 0.00% | +21+16.7% | Added |
| Old North State Trust, LLC | 135 | $38.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 134 | $38.0K | 0.00% | +134 | New |
| Johnson Financial Group, Inc. | 120 | $34.0K | 0.00% | +120 | New |
| Harbor Investment Advisory, LLC | 118 | $33.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 110 | $31.0K | 0.00% | +12+12.2% | Added |
| Assetmark, Inc | 98 | $28.0K | 0.00% | −14,852−99.3% | Reduced |
| Farmers & Merchants Investments Inc | 99 | $28.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 101 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 97 | $27.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 91 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 92 | $26.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 92 | $26.0K | 0.00% | +92 | New |
| Fred Alger Management, LLC | 90 | $25.0K | 0.00% | −224−71.3% | Reduced |
| FourThought Financial, LLC | 87 | $25.0K | 0.00% | −5−5.4% | Reduced |
| MV Capital Management, Inc. | 73 | $21.0K | 0.00% | +7+10.6% | Added |
| Eagle Bay Advisors LLC | 72 | $20.0K | 0.01% | −62−46.3% | Reduced |
| Clean Yield Group | 72 | $20.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $20.0K | 0.00% | +72 | New |
| Carroll Financial Associates, Inc. | 67 | $18.0K | 0.00% | −487−87.9% | Reduced |
| McIlrath & Eck, LLC | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $18.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 64 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 63 | $18.0K | 0.00% | +18+40.0% | Added |
| Jones Financial Companies LLLP | 65 | $18.0K | 0.00% | +32+97.0% | Added |
| Tyler-Stone Wealth Management | 65 | $18.0K | 0.01% | +65 | New |
| Tradition Wealth Management, LLC | 60 | $17.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 59 | $17.0K | 0.00% | +59 | New |
| Delos Wealth Advisors, LLC | 61 | $17.0K | 0.02% | +61 | New |
| Sutton Wealth Advisors Inc. | 60 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 54 | $15.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $14.0K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 46 | $13.0K | 0.00% | −192−80.7% | Reduced |
| Burleson & Company, LLC | 47 | $13.0K | 0.00% | −141−75.0% | Reduced |
| TCI Wealth Advisors, Inc. | 46 | $13.0K | 0.00% | +8+21.1% | Added |
| Retirement Planning Co of New England, Inc. | 48 | $13.0K | 0.01% | +48 | New |
| Bell Investment Advisors, Inc | 43 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 43 | $12.0K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 44 | $12.0K | 0.00% | +44 | New |
| Quent Capital, LLC | 39 | $11.0K | 0.00% | +39 | New |
| Hanson & Doremus Investment Management | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 29 | $8.00K | 0.00% | −23−44.2% | Reduced |
| Delta Asset Management LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 24 | $7.00K | 0.01% | +24 | New |
| Kelly Financial Services LLC | 22 | $6.21K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $6.00K | 0.00% | +10+100.0% | Added |