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, Q2 2022
Institutional positions in IQVIA Holdings Inc. as of Jun 30, 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
- 887
- +2 vs. Q1 2022
- Shares held
- 163.0M
- −1.24M (−0.8%) vs. Q1 2022
- Total value
- $35.3B
- −$2.61B (−6.9%) vs. Q1 2022
- New holders
- 85
- 329 more added
- Sold out
- 83
- 347 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 109 | $24.0K | 0.00% | −6−5.2% | Reduced |
| Riverview Trust Co | 109 | $24.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 114 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 118 | $26.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 122 | $26.0K | 0.01% | +122 | New |
| Harvest Fund Management Co., Ltd | 129 | $28.0K | 0.01% | −292−69.4% | Reduced |
| Howe & Rusling Inc | 156 | $34.0K | 0.00% | −2−1.3% | Reduced |
| Hexagon Capital Partners LLC | 163 | $35.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $37.0K | 0.01% | +25+17.2% | Added |
| Focused Wealth Management, Inc | 186 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 188 | $41.0K | 0.00% | +188 | New |
| Total Clarity Wealth Management, Inc. | 187 | $41.0K | 0.02% | +187 | New |
| Baystate Wealth Management LLC | 200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $44.0K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 219 | $48.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 241 | $52.0K | 0.00% | −73−23.2% | Reduced |
| MV Capital Management, Inc. | 251 | $54.0K | 0.01% | +217+638.2% | Added |
| Harbour Investments, Inc. | 249 | $54.0K | 0.00% | +249 | New |
| Vectors Research Management, LLC | 260 | $56.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 258 | $56.0K | 0.00% | +157+155.4% | Added |
| RE Advisers Corp | 264 | $57.0K | 0.00% | +52+24.5% | Added |
| TD Ameritrade Investment Management, LLC | 267 | $58.0K | 0.00% | −59−18.1% | Reduced |
| CVA Family Office, LLC | 275 | $60.0K | 0.02% | +60+27.9% | Added |
| Smithfield Trust Co | 282 | $61.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $62.9K | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 289 | $63.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 290 | $63.0K | 0.02% | +139+92.1% | Added |
| Parkside Financial Bank & Trust | 295 | $64.0K | 0.02% | −93−24.0% | Reduced |
| Lansing Street Advisors | 293 | $64.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 298 | $65.0K | 0.01% | +37+14.2% | Added |
| Massmutual Trust Co FSB | 300 | $65.0K | 0.00% | +90+42.9% | Added |
| Allworth Financial LP | 317 | $69.0K | 0.00% | +43+15.7% | Added |
| Carolinas Wealth Consulting LLC | 322 | $70.0K | 0.02% | +115+55.6% | Added |
| Column Capital Advisors, LLC | 331 | $72.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $75.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 360 | $78.0K | 0.01% | +360 | New |
| CX Institutional | 361 | $78.0K | 0.01% | +361 | New |
| Oakworth Capital, Inc. | 365 | $79.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $80.0K | 0.00% | −11−2.9% | Reduced |
| Credit Agricole S A | 377 | $82.0K | 0.00% | −126−25.0% | Reduced |
| Clear Street Markets LLC | 395 | $86.0K | 0.03% | +316+400.0% | Added |
| HM Payson & Co | 408 | $89.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 424 | $92.0K | 0.03% | +124+41.3% | Added |
| Freemont Management S.A. | 38,000 | $93.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 431 | $94.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 455 | $99.0K | 0.08% | +455 | New |
| GPS Wealth Strategies Group, LLC | 462 | $100.0K | 0.03% | +15+3.4% | Added |
| State of Wyoming | 483 | $104.0K | 0.06% | +297+159.7% | Added |
| Exane Derivatives | 490 | $106.3K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 508 | $110.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 547 | $119.0K | 0.10% | −7−1.3% | Reduced |
| Hall Laurie J Trustee | 560 | $122.0K | 0.06% | −20−3.4% | Reduced |
| Concord Wealth Partners | 572 | $124.0K | 0.03% | +101+21.4% | Added |
| Private Capital Group, LLC | 576 | $125.0K | 0.09% | −83−12.6% | Reduced |
| Ancora Advisors, LLC | 593 | $129.0K | 0.00% | +6+1.0% | Added |
| Central Trust Co | 612 | $132.0K | 0.00% | −30−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 630 | $137.0K | 0.01% | −175−21.7% | Reduced |
| Monolith Advisors | 641 | $139.0K | 0.15% | −15−2.3% | Reduced |
| Brown Brothers Harriman & Co | 650 | $141.0K | 0.00% | +36+5.9% | Added |
| Lindbrook Capital, LLC | 717 | $156.0K | 0.03% | −2−0.3% | Reduced |
| Clearstead Advisors, LLC | 728 | $158.0K | 0.01% | +428+142.7% | Added |
| Venture Visionary Partners LLC | 739 | $160.4K | 0.01% | +739 | New |
| Quadrant Capital Group LLC | 780 | $169.0K | 0.02% | +84+12.1% | Added |
| TD Private Client Wealth LLC | 789 | $171.2K | 0.01% | −22−2.7% | Reduced |
| Quantbot Technologies LP | 800 | $173.0K | 0.02% | +800 | New |
| American Portfolios Advisors | 818 | $177.5K | 0.01% | −93−10.2% | Reduced |
| Ellevest, Inc. | 827 | $179.0K | 0.02% | +256+44.8% | Added |
| Anchor Investment Management, LLC | 875 | $189.9K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 893 | $193.0K | 0.01% | −1−0.1% | Reduced |
| Fieldpoint Private Securities, LLC | 923 | $200.0K | 0.06% | −1,047−53.1% | Reduced |
| Berger Financial Group, Inc | 928 | $201.0K | 0.03% | +19+2.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 930 | $202.0K | 0.09% | +15+1.6% | Added |
| Sandhill Capital Partners LLC | 940 | $204.0K | 0.02% | +940 | New |
| Pictet North America Advisors SA | 943 | $205.0K | 0.03% | −90−8.7% | Reduced |
| Proequities, Inc. | 950 | $206.0K | 0.02% | −30−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 948 | $206.0K | 0.05% | +948 | New |
| Financial Advocates Investment Management | 955 | $207.0K | 0.02% | +955 | New |
| Central Bank & Trust Co | 960 | $208.0K | 0.04% | −319−24.9% | Reduced |
| Brown Advisory Inc | 960 | $208.0K | 0.00% | −48−4.8% | Reduced |
| Gabelli Funds LLC | 1,000 | $217.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,011 | $219.0K | 0.01% | −1,400−58.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,028 | $223.0K | 0.02% | +20+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,033 | $224.0K | 0.02% | −400−27.9% | Reduced |
| Buckley Wealth Management, LLC | 1,035 | $225.0K | 0.07% | −11−1.1% | Reduced |
| Cim Investment Mangement Inc | 1,035 | $225.0K | 0.09% | −8−0.8% | Reduced |
| Cook Wealth Management Group LLC | 961 | $225.0K | 0.23% | +961 | New |
| Beacon Pointe Advisors, LLC | 1,040 | $227.0K | 0.00% | −568−35.3% | Reduced |
| Mutual Advisors, LLC | 1,049 | $228.0K | 0.02% | −178−14.5% | Reduced |
| Acorn Financial Advisory Services Inc | 1,054 | $229.0K | 0.05% | −12−1.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,060 | $230.0K | 0.03% | −180−14.5% | Reduced |
| Center for Financial Planning, Inc. | 1,092 | $237.0K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,091 | $237.0K | 0.01% | +1,091 | New |
| Cetera Investment Advisers | 1,107 | $240.0K | 0.00% | −412−27.1% | Reduced |
| Peterson Wealth Services | 1,105 | $240.0K | 0.17% | +60+5.7% | Added |
| Gateway Investment Advisers LLC | 1,107 | $240.0K | 0.00% | +85+8.3% | Added |
| Confluence Wealth Services, Inc. | 1,005 | $243.0K | 0.11% | +94+10.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,119 | $243.0K | 0.02% | +1,119 | New |
| Forum Financial Management, LP | 1,134 | $246.0K | 0.01% | −11−1.0% | Reduced |
| Cresset Asset Management, LLC | 1,482 | $248.0K | 0.00% | −675−31.3% | Reduced |
| Shelton Capital Management | 1,146 | $249.0K | 0.01% | 00.0% | Unchanged |