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 | 940 | $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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 2,080 | $451.0K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,077 | $450.0K | 0.18% | +164+8.6% | Added |
| Coronation Fund Managers Ltd. | 2,062 | $447.0K | 0.02% | −4,837−70.1% | Reduced |
| Stamos Capital Partners, L.P. | 2,040 | $443.0K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,835 | $441.0K | 0.04% | +275+17.6% | Added |
| Globeflex Capital L P | 2,030 | $440.0K | 0.11% | +85+4.4% | Added |
| KRS Capital Management, LLC | 2,015 | $437.0K | 0.62% | −25−1.2% | Reduced |
| Wedmont Private Capital | 2,003 | $435.0K | 0.09% | +418+26.4% | Added |
| Roberts Capital Advisors, LLC | 1,999 | $434.0K | 0.60% | 00.0% | Unchanged |
| 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 |
| Resurgent Financial Advisors LLC | 1,987 | $431.0K | 0.29% | +128+6.9% | Added |
| Siemens Fonds Invest GmbH | 1,983 | $430.0K | 0.05% | −16−0.8% | Reduced |
| Ironsides Asset Advisors, LLC | 1,960 | $425.0K | 0.16% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,941 | $421.0K | 0.20% | −83−4.1% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $417.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,911 | $415.0K | 0.11% | +295+18.3% | Added |
| United Capital Financial Advisers, LLC | 1,850 | $401.0K | 0.00% | +144+8.4% | Added |
| Moody National Bank Trust Division | 1,845 | $400.0K | 0.04% | +1,845 | New |
| Knights of Columbus Asset Advisors LLC | 1,832 | $398.0K | 0.04% | −36−1.9% | Reduced |
| Flputnam Investment Management Co | 1,821 | $395.0K | 0.01% | −1−0.1% | Reduced |
| 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 |
| Symmetry Partners, LLC | 1,772 | $385.0K | 0.03% | 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 |
| 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 |
| Fukoku Mutual Life Insurance Co | 1,730 | $375.0K | 0.03% | +500+40.7% | Added |
| V Wealth Advisors LLC | 1,720 | $373.0K | 0.07% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 1,710 | $371.0K | 0.09% | −360−17.4% | Reduced |
| AMG National Trust Bank | 1,500 | $360.0K | 0.01% | −216−12.6% | Reduced |
| MSH Capital Advisors LLC | 1,632 | $354.1K | 0.16% | +1,632 | New |
| Horizon Investments, LLC | 1,604 | $348.0K | 0.01% | −154−8.8% | Reduced |
| We Are One Seven, LLC | 1,565 | $340.0K | 0.05% | −283−15.3% | Reduced |
| Clarius Group, LLC | 1,550 | $336.0K | 0.03% | +21+1.4% | Added |
| 9258 Wealth Management, LLC | 1,529 | $332.0K | 0.09% | +156+11.4% | Added |
| Gladstone Institutional Advisory LLC | 1,523 | $330.0K | 0.03% | −20−1.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,510 | $327.7K | 0.04% | −2,475−62.1% | Reduced |
| 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 |
| Tranquilli Financial Advisor LLC | 1,493 | $324.0K | 0.25% | +183+14.0% | 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 |
| Allred Capital Management, LLC | 1,464 | $317.0K | 0.20% | +4+0.3% | Added |
| Precision Wealth Strategies, LLC | 1,467 | $311.0K | 0.24% | +62+4.4% | Added |
| IFP Advisors, Inc | 2,702 | $310.0K | 0.01% | −2,360−46.6% | Reduced |
| Avantax Advisory Services, Inc. | 1,420 | $308.0K | 0.00% | +63+4.6% | Added |
| Sawtooth Solutions, LLC | 1,417 | $307.0K | 0.04% | +435+44.3% | 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 |
| 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 |
| Enterprise Financial Services Corp | 1,382 | $300.0K | 0.06% | +96+7.5% | Added |
| 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 |
| Sante Capital Fund, LP | 1,336 | $290.0K | 1.05% | −1,266−48.7% | Reduced |
| Sentry Investment Management LLC | 1,329 | $288.0K | 0.13% | −259−16.3% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $287.0K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $284.0K | 0.21% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,304 | $283.0K | 0.10% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,294 | $281.0K | 0.00% | +36+2.9% | Added |
| Arkadios Wealth Advisors | 1,285 | $279.0K | 0.04% | −91−6.6% | Reduced |
| Seeyond | 1,278 | $277.0K | 0.03% | −26−2.0% | Reduced |
| Waldron Private Wealth LLC | 1,275 | $276.0K | 0.02% | −114−8.2% | Reduced |
| Independent Advisor Alliance | 1,268 | $275.0K | 0.02% | +14+1.1% | Added |
| Tudor Investment Corp Et Al | 1,263 | $274.0K | 0.01% | −20,479−94.2% | Reduced |
| 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 |
| Leonteq Securities AG | 1,247 | $270.6K | 0.01% | +33+2.7% | Added |
| Global Assets Advisory, LLC | 1,266 | $266.0K | 0.57% | +1,266 | New |
| Mirova | 1,217 | $264.0K | 0.04% | +1,217 | 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 |
| Zeke Capital Advisors, LLC | 1,204 | $261.0K | 0.02% | +1,204 | New |
| CAPROCK Group, Inc. | 1,197 | $260.0K | 0.03% | −91−7.1% | 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 |
| Spire Wealth Management | 1,189 | $258.0K | 0.01% | −665−35.9% | Reduced |
| Cahaba Wealth Management, Inc. | 1,185 | $257.0K | 0.04% | −256−17.8% | 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 |
| Meadow Creek Wealth Advisors LLC | 1,155 | $251.0K | 0.31% | −19−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $250.0K | 0.10% | −20−1.7% | Reduced |
| Shelton Capital Management | 1,146 | $249.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,482 | $248.0K | 0.00% | −675−31.3% | Reduced |
| Forum Financial Management, LP | 1,134 | $246.0K | 0.01% | −11−1.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 1,060 | $230.0K | 0.03% | −180−14.5% | Reduced |
| Acorn Financial Advisory Services Inc | 1,054 | $229.0K | 0.05% | −12−1.1% | Reduced |
| Mutual Advisors, LLC | 1,049 | $228.0K | 0.02% | −178−14.5% | Reduced |
| Beacon Pointe Advisors, LLC | 1,040 | $227.0K | 0.00% | −568−35.3% | Reduced |