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
- −30 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
- 110
- 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 | 940 | $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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 2,100 | $486.0K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,098 | $485.0K | 0.14% | −1,582−43.0% | Reduced |
| Veracity Capital LLC | 2,084 | $482.0K | 0.20% | +2,084 | New |
| Northeast Financial Consultants Inc | 2,080 | $481.0K | 0.03% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 2,070 | $479.0K | 0.09% | −623−23.1% | Reduced |
| Continuum Advisory, LLC | 2,173 | $474.0K | 0.09% | +2,173 | New |
| Stamos Capital Partners, L.P. | 2,040 | $472.0K | 0.16% | +2,040 | New |
| KRS Capital Management, LLC | 2,040 | $471.0K | 0.51% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,024 | $468.0K | 0.16% | +50+2.5% | 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 |
| Fieldpoint Private Securities, LLC | 1,970 | $455.0K | 0.09% | +244+14.1% | Added |
| Ironsides Asset Advisors, LLC | 1,960 | $453.0K | 0.14% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,945 | $450.0K | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,944 | $449.0K | 0.05% | −2,460−55.9% | Reduced |
| Vident Investment Advisory, LLC | 1,940 | $447.0K | 0.01% | +1,940 | New |
| Principle Wealth Partners LLC | 1,920 | $444.0K | 0.05% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,913 | $442.0K | 0.15% | +25+1.3% | Added |
| Trust Asset Management LLC | 1,890 | $437.0K | 0.05% | +69+3.8% | Added |
| MQS Management LLC | 1,884 | $436.0K | 0.35% | +1,884 | New |
| Spire Wealth Management | 1,854 | $434.0K | 0.01% | −2,932−61.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,868 | $432.0K | 0.04% | +38+2.1% | Added |
| Clarius Group, LLC | 1,529 | $431.0K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,859 | $430.0K | 0.27% | +1,859 | New |
| We Are One Seven, LLC | 1,848 | $427.0K | 0.05% | −379−17.0% | Reduced |
| Keybank National Association | 1,835 | $424.0K | 0.00% | −330−15.2% | Reduced |
| 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 |
| Oak Harbor Wealth Partners, LLC | 1,803 | $417.0K | 0.14% | +236+15.1% | Added |
| Symmetry Partners, LLC | 1,772 | $410.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,758 | $406.0K | 0.01% | +266+17.8% | Added |
| Beacon Financial Group | 7,249 | $405.0K | 0.05% | +2,009+38.3% | 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 |
| 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 |
| United Capital Financial Advisers, LLC | 1,706 | $394.0K | 0.00% | −12−0.7% | Reduced |
| Wedmont Private Capital | 1,585 | $378.0K | 0.08% | +729+85.2% | Added |
| Fund Management at Engine No. 1 LLC | 1,616 | $374.0K | 0.09% | +1,616 | New |
| Beacon Pointe Advisors, LLC | 1,608 | $372.0K | 0.01% | +468+41.1% | Added |
| Sentry Investment Management LLC | 1,588 | $367.0K | 0.12% | −3,946−71.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,560 | $361.0K | 0.04% | +38+2.5% | Added |
| Gladstone Institutional Advisory LLC | 1,543 | $357.0K | 0.02% | +179+13.1% | Added |
| Cetera Investment Advisers | 1,519 | $351.0K | 0.01% | −128−7.8% | Reduced |
| Angeles Wealth Management, LLC | 1,500 | $347.0K | 0.07% | +1,500 | New |
| Bremer Bank National Association | 1,487 | $344.0K | 0.06% | −151−9.2% | 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 |
| Allred Capital Management, LLC | 1,460 | $337.0K | 0.18% | −293−16.7% | Reduced |
| Simplify Asset Management Inc. | 1,452 | $336.0K | 0.04% | +726+100.0% | Added |
| Aprio Wealth Management, LLC | 1,446 | $334.0K | 0.13% | −114−7.3% | Reduced |
| Great Diamond Partners, LLC | 1,439 | $332.0K | 0.09% | −241−14.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,433 | $331.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,417 | $328.0K | 0.03% | −85−5.7% | Reduced |
| Precision Wealth Strategies, LLC | 1,405 | $325.0K | 0.19% | −840−37.4% | Reduced |
| Waldron Private Wealth LLC | 1,389 | $321.0K | 0.02% | +59+4.4% | Added |
| Arkadios Wealth Advisors | 1,376 | $318.0K | 0.04% | +195+16.5% | Added |
| 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 |
| Avantax Advisory Services, Inc. | 1,357 | $315.0K | 0.00% | −1,039−43.4% | Reduced |
| Cahaba Wealth Management, Inc. | 1,441 | $314.0K | 0.04% | −34−2.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,339 | $310.0K | 0.02% | +1,339 | New |
| Klingenstein Fields & Co LP | 1,321 | $305.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| OneAscent Wealth Management LLC | 1,298 | $300.0K | 0.15% | +1,298 | New |
| CAPROCK Group, Inc. | 1,288 | $298.0K | 0.03% | −699−35.2% | Reduced |
| Enterprise Financial Services Corp | 1,286 | $297.0K | 0.05% | +56+4.6% | Added |
| 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 |
| West Bancorporation Inc | 1,263 | $292.0K | 0.18% | −7−0.6% | Reduced |
| CIBC World Markets Inc. | 1,258 | $291.0K | 0.00% | −861−40.6% | Reduced |
| Fulcrum Asset Management LLP | – | $291.0K | 0.08% | – | – |
| Independent Advisor Alliance | 1,254 | $290.0K | 0.01% | −15−1.2% | Reduced |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 1,240 | $287.0K | 0.03% | +450+57.0% | Added |
| Balentine LLC | 1,239 | $286.0K | 0.01% | +1,239 | New |
| 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 |
| Conning Inc. | 1,222 | $283.0K | 0.01% | −125−9.3% | Reduced |
| Leonteq Securities AG | 1,214 | $280.7K | 0.01% | −857−41.4% | 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 |
| Regions Financial Corp | 1,196 | $276.0K | 0.00% | −70−5.5% | Reduced |
| Alps Advisors Inc | 1,190 | $275.0K | 0.00% | −60−4.8% | 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 |
| Taylor Wealth Management Partners | 1,167 | $270.0K | 0.11% | −86−6.9% | Reduced |
| 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 |
| Seven Eight Capital, LP | 1,147 | $265.0K | 0.04% | +1,147 | New |