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 |
|---|---|---|---|---|---|
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,033 | $224.0K | 0.02% | −400−27.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,028 | $223.0K | 0.02% | +20+2.0% | Added |
| Summit Trail Advisors, LLC | 1,011 | $219.0K | 0.01% | −1,400−58.1% | Reduced |
| Gabelli Funds LLC | 1,000 | $217.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Advocates Investment Management | 955 | $207.0K | 0.02% | +955 | New |
| Proequities, Inc. | 950 | $206.0K | 0.02% | −30−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 948 | $206.0K | 0.05% | +948 | New |
| Pictet North America Advisors SA | 943 | $205.0K | 0.03% | −90−8.7% | Reduced |
| Sandhill Capital Partners LLC | 940 | $204.0K | 0.02% | +940 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 930 | $202.0K | 0.09% | +15+1.6% | Added |
| Berger Financial Group, Inc | 928 | $201.0K | 0.03% | +19+2.1% | Added |
| Fieldpoint Private Securities, LLC | 923 | $200.0K | 0.06% | −1,047−53.1% | Reduced |
| Penserra Capital Management LLC | 893 | $193.0K | 0.01% | −1−0.1% | Reduced |
| Anchor Investment Management, LLC | 875 | $189.9K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 827 | $179.0K | 0.02% | +256+44.8% | Added |
| American Portfolios Advisors | 818 | $177.5K | 0.01% | −93−10.2% | Reduced |
| Quantbot Technologies LP | 800 | $173.0K | 0.02% | +800 | New |
| TD Private Client Wealth LLC | 789 | $171.2K | 0.01% | −22−2.7% | Reduced |
| Quadrant Capital Group LLC | 780 | $169.0K | 0.02% | +84+12.1% | Added |
| Venture Visionary Partners LLC | 739 | $160.4K | 0.01% | +739 | New |
| Clearstead Advisors, LLC | 728 | $158.0K | 0.01% | +428+142.7% | Added |
| Lindbrook Capital, LLC | 717 | $156.0K | 0.03% | −2−0.3% | Reduced |
| Brown Brothers Harriman & Co | 650 | $141.0K | 0.00% | +36+5.9% | Added |
| Monolith Advisors | 641 | $139.0K | 0.15% | −15−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 630 | $137.0K | 0.01% | −175−21.7% | Reduced |
| Central Trust Co | 612 | $132.0K | 0.00% | −30−4.7% | Reduced |
| Ancora Advisors, LLC | 593 | $129.0K | 0.00% | +6+1.0% | Added |
| Private Capital Group, LLC | 576 | $125.0K | 0.09% | −83−12.6% | Reduced |
| Concord Wealth Partners | 572 | $124.0K | 0.03% | +101+21.4% | Added |
| Hall Laurie J Trustee | 560 | $122.0K | 0.06% | −20−3.4% | Reduced |
| Covestor Ltd | 547 | $119.0K | 0.10% | −7−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 508 | $110.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 490 | $106.3K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 483 | $104.0K | 0.06% | +297+159.7% | Added |
| GPS Wealth Strategies Group, LLC | 462 | $100.0K | 0.03% | +15+3.4% | Added |
| C M Bidwell & Associates Ltd | 455 | $99.0K | 0.08% | +455 | New |
| Capital Analysts, LLC | 431 | $94.0K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 38,000 | $93.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 424 | $92.0K | 0.03% | +124+41.3% | Added |
| HM Payson & Co | 408 | $89.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 395 | $86.0K | 0.03% | +316+400.0% | Added |
| Credit Agricole S A | 377 | $82.0K | 0.00% | −126−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $80.0K | 0.00% | −11−2.9% | Reduced |
| Oakworth Capital, Inc. | 365 | $79.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 360 | $78.0K | 0.01% | +360 | New |
| CX Institutional | 361 | $78.0K | 0.01% | +361 | New |
| Jackson, Grant Investment Advisers, Inc. | 345 | $75.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 331 | $72.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 322 | $70.0K | 0.02% | +115+55.6% | Added |
| Allworth Financial LP | 317 | $69.0K | 0.00% | +43+15.7% | Added |
| 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 |
| Parkside Financial Bank & Trust | 295 | $64.0K | 0.02% | −93−24.0% | Reduced |
| Lansing Street Advisors | 293 | $64.0K | 0.05% | 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 |
| Atlas Capital Advisors LLC | 290 | $62.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 282 | $61.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 275 | $60.0K | 0.02% | +60+27.9% | Added |
| TD Ameritrade Investment Management, LLC | 267 | $58.0K | 0.00% | −59−18.1% | Reduced |
| RE Advisers Corp | 264 | $57.0K | 0.00% | +52+24.5% | Added |
| 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 |
| MV Capital Management, Inc. | 251 | $54.0K | 0.01% | +217+638.2% | Added |
| Harbour Investments, Inc. | 249 | $54.0K | 0.00% | +249 | New |
| 1832 Asset Management L.P. | 241 | $52.0K | 0.00% | −73−23.2% | Reduced |
| Trustcore Financial Services, LLC | 219 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $44.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 188 | $41.0K | 0.00% | +188 | New |
| Total Clarity Wealth Management, Inc. | 187 | $41.0K | 0.02% | +187 | New |
| Focused Wealth Management, Inc | 186 | $40.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $37.0K | 0.01% | +25+17.2% | Added |
| Hexagon Capital Partners LLC | 163 | $35.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 156 | $34.0K | 0.00% | −2−1.3% | Reduced |
| Harvest Fund Management Co., Ltd | 129 | $28.0K | 0.01% | −292−69.4% | Reduced |
| Dividend Assets Capital, LLC | 118 | $26.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 122 | $26.0K | 0.01% | +122 | New |
| Clean Yield Group | 114 | $25.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 109 | $24.0K | 0.00% | −6−5.2% | Reduced |
| Riverview Trust Co | 109 | $24.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 106 | $23.0K | 0.02% | +106 | New |
| Brown, Lisle/Cummings, Inc. | 104 | $22.6K | 0.01% | +28+36.8% | Added |
| Blume Capital Management, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 97 | $21.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 92 | $20.0K | 0.00% | −2−2.1% | Reduced |
| Fred Alger Management, LLC | 90 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 91 | $20.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 88 | $19.0K | 0.00% | −79−47.3% | Reduced |
| FourThought Financial, LLC | 87 | $19.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 84 | $18.0K | 0.01% | −789−90.4% | Reduced |
| Worth Asset Management, LLC | 83 | $18.0K | 0.01% | −5−5.7% | Reduced |
| Financial Management Professionals, Inc. | 84 | $18.0K | 0.00% | +33+64.7% | Added |
| JFS Wealth Advisors, LLC | 82 | $18.0K | 0.00% | +52+173.3% | Added |