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, Q1 2022
Institutional positions in IQVIA Holdings Inc. as of Mar 31, 2022. 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
- 898
- −29 vs. Q4 2021
- Shares held
- 165.2M
- −1.32M (−0.8%) vs. Q4 2021
- Total value
- $38.2B
- −$8.74B (−18.6%) vs. Q4 2021
- New holders
- 80
- 349 more added
- Sold out
- 109
- 329 more reduced
12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $462 | 0.00% | – | – |
| Global Financial Private Client, LLC | 4 | $961 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $1.00K | 0.00% | −9−69.2% | Reduced |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Country Trust Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +4+100.0% | Added |
| MCF Advisors LLC | 7 | $2.00K | 0.00% | +7 | New |
| Heritage Wealth Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Icapital Wealth LLC | 9 | $2.24K | 0.00% | +9 | New |
| Tarbox Family Office, Inc. | 14 | $3.00K | 0.00% | −1,783−99.2% | Reduced |
| TFC Financial Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $3.00K | 0.00% | −2−15.4% | Reduced |
| Acadian Asset Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.00K | 0.00% | +2+22.2% | Added |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 17 | $3.93K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Cordant, Inc. | 19 | $4.00K | 0.00% | +19 | New |
| Assetmark, Inc | 21 | $5.00K | 0.00% | −77−78.6% | Reduced |
| Hudock, Inc. | 25 | $5.00K | 0.00% | −4−13.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $6.00K | 0.00% | −25−50.0% | Reduced |
| Kenfarb & Co. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $6.00K | 0.00% | +5+25.0% | Added |
| TCI Wealth Advisors, Inc. | 29 | $7.00K | 0.00% | −17−37.0% | Reduced |
| Webster Bank, N. A. | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $7.00K | 0.00% | +13+72.2% | Added |
| JFS Wealth Advisors, LLC | 30 | $7.00K | 0.00% | +15+100.0% | Added |
| MV Capital Management, Inc. | 34 | $8.00K | 0.00% | −39−53.4% | Reduced |
| Hanson & Doremus Investment Management | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 38 | $9.00K | 0.00% | +5+15.2% | Added |
| Optimum Investment Advisors | 41 | $9.00K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 44 | $10.0K | 0.00% | −10−18.5% | Reduced |
| Cambridge Trust Co | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 43 | $10.0K | 0.00% | +27+168.8% | Added |
| Huntington National Bank | 43 | $10.0K | 0.00% | +33+330.0% | Added |
| ClariVest Asset Management LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $12.0K | 0.00% | +2+4.1% | Added |
| Burleson & Company, LLC | 50 | $12.0K | 0.00% | +3+6.4% | Added |
| Jones Financial Companies LLLP | 57 | $13.0K | 0.00% | −8−12.3% | Reduced |
| Sutton Wealth Advisors Inc. | 60 | $13.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 60 | $14.0K | 0.00% | −60−50.0% | Reduced |
| Tradition Wealth Management, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 64 | $15.0K | 0.00% | +64 | New |
| Asset Dedication, LLC | 68 | $16.0K | 0.00% | +4+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 76 | $17.6K | 0.01% | +76 | New |
| Clear Street Markets LLC | 79 | $18.0K | 0.01% | +79 | New |
| Worth Asset Management, LLC | 88 | $18.0K | 0.01% | +88 | New |
| FourThought Financial, LLC | 87 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 91 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 90 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 97 | $22.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 94 | $22.0K | 0.00% | +2+2.2% | Added |
| Community Bank, N.A. | 100 | $23.0K | 0.00% | −175−63.6% | Reduced |
| Farmers & Merchants Investments Inc | 101 | $23.0K | 0.00% | +2+2.0% | Added |
| Blume Capital Management, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 104 | $24.0K | 0.00% | +104 | New |
| Riverview Trust Co | 109 | $25.0K | 0.02% | +109 | New |
| Dark Forest Capital Management LP | 110 | $25.0K | 0.01% | +110 | New |
| Clean Yield Group | 114 | $26.0K | 0.01% | +42+58.3% | Added |
| Evoke Wealth, LLC | 115 | $27.0K | 0.00% | +23+25.0% | Added |
| Dividend Assets Capital, LLC | 118 | $27.0K | 0.01% | +118 | New |
| Quent Capital, LLC | 145 | $34.0K | 0.01% | +106+271.8% | Added |
| EverSource Wealth Advisors, LLC | 151 | $35.0K | 0.01% | +107+243.2% | Added |
| Howe & Rusling Inc | 158 | $37.0K | 0.00% | −197−55.5% | Reduced |
| Hexagon Capital Partners LLC | 163 | $38.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 167 | $39.0K | 0.00% | +167 | New |
| Walleye Trading LLC | 175 | $40.0K | 0.00% | +175 | New |
| State of Wyoming | 186 | $43.0K | 0.02% | −203−52.2% | Reduced |