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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 1,150 | $250.0K | 0.10% | −20−1.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,155 | $251.0K | 0.31% | −19−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,166 | $253.0K | 0.00% | −108,590−98.9% | Reduced |
| Taylor Wealth Management Partners | 1,165 | $253.0K | 0.14% | −2−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,185 | $257.0K | 0.04% | −256−17.8% | Reduced |
| Spire Wealth Management | 1,189 | $258.0K | 0.01% | −665−35.9% | Reduced |
| BSW Wealth Partners | 1,192 | $259.0K | 0.06% | −56−4.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,192 | $259.0K | 0.05% | +65+5.8% | Added |
| CAPROCK Group, Inc. | 1,197 | $260.0K | 0.03% | −91−7.1% | Reduced |
| Zeke Capital Advisors, LLC | 1,204 | $261.0K | 0.02% | +1,204 | New |
| Kovitz Investment Group Partners, LLC | 1,207 | $262.0K | 0.01% | −45−3.6% | Reduced |
| Conning Inc. | 1,208 | $262.0K | 0.01% | −14−1.1% | Reduced |
| Regions Financial Corp | 1,209 | $262.0K | 0.00% | +13+1.1% | Added |
| Mirova | 1,217 | $264.0K | 0.04% | +1,217 | New |
| Global Assets Advisory, LLC | 1,266 | $266.0K | 0.57% | +1,266 | New |
| Leonteq Securities AG | 1,247 | $270.6K | 0.01% | +33+2.7% | Added |
| Aprio Wealth Management, LLC | 1,253 | $272.0K | 0.11% | −193−13.3% | Reduced |
| Andesa Financial Management Inc. | 1,255 | $272.0K | 0.17% | +27+2.2% | Added |
| Tudor Investment Corp Et Al | 1,263 | $274.0K | 0.01% | −20,479−94.2% | Reduced |
| Independent Advisor Alliance | 1,268 | $275.0K | 0.02% | +14+1.1% | Added |
| Waldron Private Wealth LLC | 1,275 | $276.0K | 0.02% | −114−8.2% | Reduced |
| Seeyond | 1,278 | $277.0K | 0.03% | −26−2.0% | Reduced |
| Arkadios Wealth Advisors | 1,285 | $279.0K | 0.04% | −91−6.6% | Reduced |
| CIBC World Markets Inc. | 1,294 | $281.0K | 0.00% | +36+2.9% | Added |
| Great Point Wealth Advisors, LLC | 1,304 | $283.0K | 0.10% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $284.0K | 0.21% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,321 | $287.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,329 | $288.0K | 0.13% | −259−16.3% | Reduced |
| Sante Capital Fund, LP | 1,336 | $290.0K | 1.05% | −1,266−48.7% | Reduced |
| Great Diamond Partners, LLC | 1,373 | $297.0K | 0.10% | −66−4.6% | Reduced |
| One Wealth Advisors, LLC | 1,367 | $297.0K | 0.08% | −4−0.3% | Reduced |
| Enterprise Financial Services Corp | 1,382 | $300.0K | 0.06% | +96+7.5% | Added |
| Dynamic Advisor Solutions LLC | 1,401 | $304.0K | 0.02% | +120+9.4% | Added |
| Balentine LLC | 1,401 | $304.0K | 0.01% | +162+13.1% | Added |
| Cypress Wealth Services, LLC | 1,407 | $305.0K | 0.10% | +35+2.6% | Added |
| Harbor Investment Advisory, LLC | 1,406 | $305.0K | 0.05% | +578+69.8% | Added |
| Sawtooth Solutions, LLC | 1,417 | $307.0K | 0.04% | +435+44.3% | Added |
| Avantax Advisory Services, Inc. | 1,420 | $308.0K | 0.00% | +63+4.6% | Added |
| IFP Advisors, Inc | 2,702 | $310.0K | 0.01% | −2,360−46.6% | Reduced |
| Precision Wealth Strategies, LLC | 1,467 | $311.0K | 0.24% | +62+4.4% | Added |
| Allred Capital Management, LLC | 1,464 | $317.0K | 0.20% | +4+0.3% | Added |
| Bremer Bank National Association | 1,479 | $321.0K | 0.06% | −8−0.5% | Reduced |
| Nova R Wealth, Inc. | 1,481 | $321.0K | 0.26% | −2−0.1% | Reduced |
| Zions Bancorporation, N.A. | 1,480 | $321.0K | 0.03% | +63+4.4% | Added |
| Tranquilli Financial Advisor LLC | 1,493 | $324.0K | 0.25% | +183+14.0% | Added |
| Angeles Wealth Management, LLC | 1,500 | $325.0K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,495 | $325.0K | 0.01% | +1,495 | New |
| Ashton Thomas Private Wealth, LLC | 1,510 | $327.7K | 0.04% | −2,475−62.1% | Reduced |
| Gladstone Institutional Advisory LLC | 1,523 | $330.0K | 0.03% | −20−1.3% | Reduced |
| 9258 Wealth Management, LLC | 1,529 | $332.0K | 0.09% | +156+11.4% | Added |
| Clarius Group, LLC | 1,550 | $336.0K | 0.03% | +21+1.4% | Added |
| We Are One Seven, LLC | 1,565 | $340.0K | 0.05% | −283−15.3% | Reduced |
| Horizon Investments, LLC | 1,604 | $348.0K | 0.01% | −154−8.8% | Reduced |
| MSH Capital Advisors LLC | 1,632 | $354.1K | 0.16% | +1,632 | New |
| AMG National Trust Bank | 1,500 | $360.0K | 0.01% | −216−12.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,710 | $371.0K | 0.09% | −360−17.4% | Reduced |
| V Wealth Advisors LLC | 1,720 | $373.0K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,730 | $375.0K | 0.03% | +500+40.7% | Added |
| Fort Washington Investment Advisors Inc | 1,729 | $376.0K | 0.00% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,732 | $376.0K | 0.07% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,739 | $377.0K | 0.07% | +1,739 | New |
| Advisor Resource Council | 1,739 | $377.0K | 0.04% | +1,739 | New |
| Symmetry Partners, LLC | 1,772 | $385.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,815 | $394.0K | 0.05% | −129−6.6% | Reduced |
| Simplify Asset Management Inc. | 1,815 | $394.0K | 0.05% | +363+25.0% | Added |
| Flputnam Investment Management Co | 1,821 | $395.0K | 0.01% | −1−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,832 | $398.0K | 0.04% | −36−1.9% | Reduced |
| Moody National Bank Trust Division | 1,845 | $400.0K | 0.04% | +1,845 | New |
| United Capital Financial Advisers, LLC | 1,850 | $401.0K | 0.00% | +144+8.4% | Added |
| Fund Management at Engine No. 1 LLC | 1,911 | $415.0K | 0.11% | +295+18.3% | Added |
| Principle Wealth Partners LLC | 1,920 | $417.0K | 0.05% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,941 | $421.0K | 0.20% | −83−4.1% | Reduced |
| Ironsides Asset Advisors, LLC | 1,960 | $425.0K | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,983 | $430.0K | 0.05% | −16−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 1,987 | $431.0K | 0.29% | +128+6.9% | Added |
| AlphaCrest Capital Management LLC | 1,995 | $433.0K | 0.02% | −4,271−68.2% | Reduced |
| Trust Asset Management LLC | 1,996 | $433.0K | 0.06% | +106+5.6% | Added |
| Roberts Capital Advisors, LLC | 1,999 | $434.0K | 0.60% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,003 | $435.0K | 0.09% | +418+26.4% | Added |
| KRS Capital Management, LLC | 2,015 | $437.0K | 0.62% | −25−1.2% | Reduced |
| Globeflex Capital L P | 2,030 | $440.0K | 0.11% | +85+4.4% | Added |
| Checchi Capital Advisers, LLC | 1,835 | $441.0K | 0.04% | +275+17.6% | Added |
| Stamos Capital Partners, L.P. | 2,040 | $443.0K | 0.13% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 2,062 | $447.0K | 0.02% | −4,837−70.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,077 | $450.0K | 0.18% | +164+8.6% | Added |
| Northeast Financial Consultants Inc | 2,080 | $451.0K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,098 | $455.0K | 0.16% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $456.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,111 | $458.0K | 0.24% | +27+1.3% | Added |
| Signaturefd, LLC | 2,111 | $458.0K | 0.02% | +291+16.0% | Added |
| Busey Wealth Management | 2,130 | $462.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,158 | $468.0K | 0.21% | +2,120+5,578.9% | Added |
| Meridian Wealth Management, LLC | 2,181 | $473.0K | 0.04% | +70+3.3% | Added |
| Davenport & Co LLC | 2,191 | $475.0K | 0.00% | −35−1.6% | Reduced |
| Keybank National Association | 2,188 | $475.0K | 0.00% | +353+19.2% | Added |
| Alliance Wealth Advisors, LLC | 2,196 | $477.0K | 0.41% | +20+0.9% | Added |
| Partners Group Holding AG | 2,225 | $483.0K | 0.03% | −1,236−35.7% | Reduced |
| Latitude Advisors, LLC | 2,247 | $488.0K | 0.45% | −4,794−68.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,253 | $489.0K | 0.02% | +2,253 | New |
| Oak Harbor Wealth Partners, LLC | 2,264 | $491.0K | 0.20% | +461+25.6% | Added |