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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 1,147 | $265.0K | 0.04% | +1,147 | New |
| Taylor Wealth Management Partners | 1,167 | $270.0K | 0.11% | −86−6.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,174 | $271.0K | 0.29% | −417−26.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,170 | $271.0K | 0.10% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,172 | $271.0K | 0.14% | +1,172 | New |
| Alps Advisors Inc | 1,190 | $275.0K | 0.00% | −60−4.8% | Reduced |
| Regions Financial Corp | 1,196 | $276.0K | 0.00% | −70−5.5% | Reduced |
| Sustainable Growth Advisers, LP | 1,209 | $280.0K | 0.00% | +89+7.9% | Added |
| Ossiam | 1,213 | $280.0K | 0.01% | +962+383.3% | Added |
| Leonteq Securities AG | 1,214 | $280.7K | 0.01% | −857−41.4% | Reduced |
| Conning Inc. | 1,222 | $283.0K | 0.01% | −125−9.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,230 | $284.0K | 0.02% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,228 | $284.0K | 0.15% | +106+9.4% | Added |
| Mutual Advisors, LLC | 1,227 | $284.0K | 0.02% | +115+10.3% | Added |
| Balentine LLC | 1,239 | $286.0K | 0.01% | +1,239 | New |
| Dixon Hubard Feinour & Brown Inc | 1,240 | $287.0K | 0.03% | +450+57.0% | Added |
| BSW Wealth Partners | 1,248 | $289.0K | 0.07% | −216−14.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,252 | $289.0K | 0.01% | −476−27.5% | Reduced |
| Independent Advisor Alliance | 1,254 | $290.0K | 0.01% | −15−1.2% | Reduced |
| CIBC World Markets Inc. | 1,258 | $291.0K | 0.00% | −861−40.6% | Reduced |
| Fulcrum Asset Management LLP | – | $291.0K | 0.08% | – | – |
| West Bancorporation Inc | 1,263 | $292.0K | 0.18% | −7−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,281 | $296.0K | 0.02% | −214−14.3% | Reduced |
| Central Bank & Trust Co | 1,279 | $296.0K | 0.05% | +459+56.0% | Added |
| Enterprise Financial Services Corp | 1,286 | $297.0K | 0.05% | +56+4.6% | Added |
| CAPROCK Group, Inc. | 1,288 | $298.0K | 0.03% | −699−35.2% | Reduced |
| OneAscent Wealth Management LLC | 1,298 | $300.0K | 0.15% | +1,298 | New |
| Versor Investments LP | 1,302 | $301.0K | 0.01% | −141−9.8% | Reduced |
| Seeyond | 1,304 | $301.0K | 0.03% | −40−3.0% | Reduced |
| Great Point Wealth Advisors, LLC | 1,304 | $301.0K | 0.09% | 00.0% | Unchanged |
| AIA Group Ltd | 1,303 | $301.0K | 0.01% | +310+31.2% | Added |
| Accretive Wealth Partners, LLC | 1,310 | $303.0K | 0.19% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,310 | $303.0K | 0.22% | +113+9.4% | Added |
| Freemont Management S.A. | 38,000 | $303.0K | 0.05% | +38,000 | New |
| Klingenstein Fields & Co LP | 1,321 | $305.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,339 | $310.0K | 0.02% | +1,339 | New |
| Cahaba Wealth Management, Inc. | 1,441 | $314.0K | 0.04% | −34−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,357 | $315.0K | 0.00% | −1,039−43.4% | Reduced |
| One Wealth Advisors, LLC | 1,371 | $317.0K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,372 | $317.0K | 0.09% | +125+10.0% | Added |
| 9258 Wealth Management, LLC | 1,373 | $317.0K | 0.07% | +226+19.7% | Added |
| Arkadios Wealth Advisors | 1,376 | $318.0K | 0.04% | +195+16.5% | Added |
| Waldron Private Wealth LLC | 1,389 | $321.0K | 0.02% | +59+4.4% | Added |
| Precision Wealth Strategies, LLC | 1,405 | $325.0K | 0.19% | −840−37.4% | Reduced |
| Zions Bancorporation, N.A. | 1,417 | $328.0K | 0.03% | −85−5.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,433 | $331.0K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,439 | $332.0K | 0.09% | −241−14.3% | Reduced |
| Aprio Wealth Management, LLC | 1,446 | $334.0K | 0.13% | −114−7.3% | Reduced |
| Simplify Asset Management Inc. | 1,452 | $336.0K | 0.04% | +726+100.0% | Added |
| Allred Capital Management, LLC | 1,460 | $337.0K | 0.18% | −293−16.7% | Reduced |
| Heartland Bank & Trust Co | 1,482 | $343.0K | 0.26% | −76−4.9% | Reduced |
| Nova R Wealth, Inc. | 1,483 | $343.0K | 0.29% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,487 | $344.0K | 0.06% | −151−9.2% | Reduced |
| Angeles Wealth Management, LLC | 1,500 | $347.0K | 0.07% | +1,500 | New |
| Cetera Investment Advisers | 1,519 | $351.0K | 0.01% | −128−7.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,543 | $357.0K | 0.02% | +179+13.1% | Added |
| Checchi Capital Advisers, LLC | 1,560 | $361.0K | 0.04% | +38+2.5% | Added |
| Sentry Investment Management LLC | 1,588 | $367.0K | 0.12% | −3,946−71.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,608 | $372.0K | 0.01% | +468+41.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,616 | $374.0K | 0.09% | +1,616 | New |
| Wedmont Private Capital | 1,585 | $378.0K | 0.08% | +729+85.2% | Added |
| United Capital Financial Advisers, LLC | 1,706 | $394.0K | 0.00% | −12−0.7% | Reduced |
| V Wealth Advisors LLC | 1,720 | $397.0K | 0.06% | −225−11.6% | Reduced |
| AMG National Trust Bank | 1,716 | $397.0K | 0.01% | +14+0.8% | Added |
| Fundamentun, LLC | 1,732 | $400.0K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,729 | $400.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 7,249 | $405.0K | 0.05% | +2,009+38.3% | Added |
| Horizon Investments, LLC | 1,758 | $406.0K | 0.01% | +266+17.8% | Added |
| Symmetry Partners, LLC | 1,772 | $410.0K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,803 | $417.0K | 0.14% | +236+15.1% | Added |
| Signaturefd, LLC | 1,820 | $421.0K | 0.01% | −431−19.1% | Reduced |
| Flputnam Investment Management Co | 1,822 | $421.0K | 0.01% | +10+0.6% | Added |
| Keybank National Association | 1,835 | $424.0K | 0.00% | −330−15.2% | Reduced |
| We Are One Seven, LLC | 1,848 | $427.0K | 0.05% | −379−17.0% | Reduced |
| Resurgent Financial Advisors LLC | 1,859 | $430.0K | 0.27% | +1,859 | New |
| Clarius Group, LLC | 1,529 | $431.0K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,868 | $432.0K | 0.04% | +38+2.1% | Added |
| Spire Wealth Management | 1,854 | $434.0K | 0.01% | −2,932−61.3% | Reduced |
| MQS Management LLC | 1,884 | $436.0K | 0.35% | +1,884 | New |
| Trust Asset Management LLC | 1,890 | $437.0K | 0.05% | +69+3.8% | Added |
| Outlook Wealth Advisors, LLC | 1,913 | $442.0K | 0.15% | +25+1.3% | Added |
| Principle Wealth Partners LLC | 1,920 | $444.0K | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,940 | $447.0K | 0.01% | +1,940 | New |
| CWM Advisors, LLC | 1,944 | $449.0K | 0.05% | −2,460−55.9% | Reduced |
| Globeflex Capital L P | 1,945 | $450.0K | 0.09% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,960 | $453.0K | 0.14% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,970 | $455.0K | 0.09% | +244+14.1% | Added |
| Siemens Fonds Invest GmbH | 1,999 | $462.0K | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,999 | $462.0K | 0.48% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,024 | $468.0K | 0.16% | +50+2.5% | Added |
| KRS Capital Management, LLC | 2,040 | $471.0K | 0.51% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 2,040 | $472.0K | 0.16% | +2,040 | New |
| Continuum Advisory, LLC | 2,173 | $474.0K | 0.09% | +2,173 | New |
| EFG Asset Management (Americas) Corp. | 2,070 | $479.0K | 0.09% | −623−23.1% | Reduced |
| Northeast Financial Consultants Inc | 2,080 | $481.0K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,084 | $482.0K | 0.20% | +2,084 | New |
| Cutter & CO Brokerage, Inc. | 2,098 | $485.0K | 0.14% | −1,582−43.0% | Reduced |
| John G Ullman & Associates Inc | 2,100 | $486.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,111 | $488.0K | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 2,130 | $492.0K | 0.02% | 00.0% | Unchanged |