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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 186 | $43.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 190 | $44.0K | 0.00% | +190 | New |
| Baystate Wealth Management LLC | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $46.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 207 | $48.0K | 0.01% | −40−16.2% | Reduced |
| RE Advisers Corp | 212 | $49.0K | 0.00% | +28+15.2% | Added |
| Massmutual Trust Co FSB | 210 | $49.0K | 0.00% | +100+90.9% | Added |
| CVA Family Office, LLC | 215 | $50.0K | 0.01% | −40−15.7% | Reduced |
| Trustcore Financial Services, LLC | 219 | $51.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 261 | $60.0K | 0.01% | −16−5.8% | Reduced |
| Vectors Research Management, LLC | 260 | $60.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 274 | $63.0K | 0.00% | +127+86.4% | Added |
| Smithfield Trust Co | 282 | $64.0K | 0.00% | +54+23.7% | Added |
| Sun Life Financial INC | 289 | $67.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $67.1K | 0.01% | −30−9.4% | Reduced |
| KB Financial Partners, LLC | 300 | $69.0K | 0.02% | −51−14.5% | Reduced |
| Clearstead Advisors, LLC | 300 | $69.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 314 | $72.0K | 0.00% | −598,298−99.9% | Reduced |
| NuWave Investment Management, LLC | 320 | $74.0K | 0.10% | +320 | New |
| Lansing Street Advisors | 293 | $74.0K | 0.05% | +293 | New |
| TD Ameritrade Investment Management, LLC | 326 | $75.0K | 0.00% | +127+63.8% | Added |
| Column Capital Advisors, LLC | 331 | $77.0K | 0.01% | +163+97.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 345 | $80.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 365 | $84.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 380 | $88.0K | 0.00% | +6+1.6% | Added |
| Parkside Financial Bank & Trust | 388 | $90.0K | 0.02% | +144+59.0% | Added |
| HM Payson & Co | 408 | $94.0K | 0.00% | −13−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 421 | $97.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 431 | $100.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 447 | $103.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 471 | $109.0K | 0.03% | +6+1.3% | Added |
| Koshinski Asset Management, Inc. | 489 | $113.1K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 490 | $113.3K | 0.03% | −42−7.9% | Reduced |
| Credit Agricole S A | 503 | $116.0K | 0.00% | +253+101.2% | Added |
| Deseret Mutual Benefit Administrators | 508 | $117.0K | 0.02% | −95−15.8% | Reduced |
| Covestor Ltd | 554 | $128.0K | 0.09% | +250+82.2% | Added |
| Ellevest, Inc. | 571 | $132.0K | 0.01% | −494−46.4% | Reduced |
| Hall Laurie J Trustee | 580 | $134.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 586 | $135.0K | 0.01% | −36−5.8% | Reduced |
| Ancora Advisors, LLC | 587 | $136.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 614 | $142.0K | 0.00% | −5−0.8% | Reduced |
| Central Trust Co | 642 | $148.0K | 0.00% | −7−1.1% | Reduced |
| Private Capital Group, LLC | 659 | $152.0K | 0.03% | +54+8.9% | Added |
| Quadrant Capital Group LLC | 696 | $161.0K | 0.02% | −12−1.7% | Reduced |
| Lindbrook Capital, LLC | 719 | $166.0K | 0.03% | +28+4.1% | Added |
| Itau Unibanco Holding S.A. | 778 | $180.0K | 0.01% | +404+108.0% | Added |
| Monolith Advisors | 656 | $185.0K | 0.15% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 805 | $186.0K | 0.01% | −16−1.9% | Reduced |
| TD Private Client Wealth LLC | 811 | $189.4K | 0.01% | −56−6.5% | Reduced |
| Harbor Investment Advisory, LLC | 828 | $191.0K | 0.03% | +710+601.7% | Added |
| Interchange Capital Partners, LLC | 866 | $200.0K | 0.21% | +866 | New |
| China Universal Asset Management Co., Ltd. | 873 | $202.0K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 875 | $202.3K | 0.03% | +175+25.0% | Added |
| E Fund Management Co., Ltd. | 877 | $203.0K | 0.01% | +4+0.5% | Added |
| Geller Advisors LLC | 877 | $203.0K | 0.04% | +138+18.7% | Added |
| Eqis Capital Management, Inc. | 881 | $204.0K | 0.02% | −12−1.3% | Reduced |
| Penserra Capital Management LLC | 894 | $206.0K | 0.00% | −8,390−90.4% | Reduced |
| First Long Island Investors, LLC | 896 | $207.0K | 0.02% | −153−14.6% | Reduced |
| HBK Sorce Advisory LLC | 896 | $207.0K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 896 | $207.0K | 0.16% | +2+0.2% | Added |
| Capstone Investment Advisors, LLC | 900 | $208.0K | 0.00% | +900 | New |
| Fractal Investments LLC | 910 | $210.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 909 | $210.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 911 | $210.0K | 0.08% | +1+0.1% | Added |
| American Portfolios Advisors | 911 | $210.6K | 0.01% | +18+2.0% | Added |
| Axiom Investment Management LLC | 912 | $211.0K | 0.46% | −98−9.7% | Reduced |
| Csenge Advisory Group | 912 | $211.0K | 0.02% | −8−0.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 915 | $212.0K | 0.08% | +19+2.1% | Added |
| TrinityPoint Wealth, LLC | 919 | $212.0K | 0.04% | +161+21.2% | Added |
| First Business Financial Services, Inc. | 943 | $218.0K | 0.02% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 946 | $219.0K | 0.15% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 952 | $220.0K | 0.01% | +60+6.7% | Added |
| Delphia (USA) Inc. | 954 | $221.0K | 0.17% | +954 | New |
| DRW Securities, LLC | 960 | $222.0K | 0.06% | +960 | New |
| Terra Nova Asset Management LLC | 971 | $225.0K | 0.21% | −8−0.8% | Reduced |
| FORA Capital, LLC | 975 | $226.0K | 0.04% | −1,241−56.0% | Reduced |
| Sawtooth Solutions, LLC | 982 | $227.0K | 0.03% | −1,206−55.1% | Reduced |
| Proequities, Inc. | 980 | $227.0K | 0.02% | +100+11.4% | Added |
| Gabelli Funds LLC | 1,000 | $231.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,008 | $233.0K | 0.01% | −21−2.0% | Reduced |
| Brown Advisory Inc | 1,008 | $233.0K | 0.00% | −11−1.1% | Reduced |
| Teza Capital Management LLC | 1,010 | $234.0K | 0.09% | −350−25.7% | Reduced |
| Gateway Investment Advisers LLC | 1,022 | $236.0K | 0.00% | −3−0.3% | Reduced |
| OneAscent Financial Services LLC | 1,024 | $237.0K | 0.17% | −185−15.3% | Reduced |
| Pictet North America Advisors SA | 1,033 | $239.0K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,044 | $241.0K | 0.17% | −3,206−75.4% | Reduced |
| Cim Investment Mangement Inc | 1,043 | $241.0K | 0.08% | −1−0.1% | Reduced |
| Peterson Wealth Services | 1,045 | $242.0K | 0.15% | +167+19.0% | Added |
| Buckley Wealth Management, LLC | 1,046 | $242.0K | 0.07% | +1,046 | New |
| Acorn Financial Advisory Services Inc | 1,066 | $246.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,068 | $247.0K | 0.05% | +1,068 | New |
| Center for Financial Planning, Inc. | 1,092 | $252.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 58,958 | $255.0K | 0.01% | +58,958 | New |
| Verition Fund Management LLC | 1,116 | $258.0K | 0.00% | +1,116 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,127 | $260.0K | 0.05% | −88−7.2% | Reduced |
| Legacy Capital Partners, Inc. | 1,125 | $260.0K | 0.09% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,130 | $261.0K | 0.11% | +1,130 | New |
| Forum Financial Management, LP | 1,145 | $264.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,144 | $265.0K | 0.12% | −1,102−49.1% | Reduced |
| Shelton Capital Management | 1,146 | $265.0K | 0.01% | 00.0% | Unchanged |