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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 72 | $16.0K | 0.00% | +12+20.0% | Added |
| Asset Dedication, LLC | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 66 | $14.3K | 0.01% | +6+10.0% | Added |
| Rational Advisors LLC | 65 | $14.0K | 0.00% | +1+1.6% | Added |
| McIlrath & Eck, LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63 | $14.0K | 0.00% | +6+10.5% | Added |
| Prospera Financial Services Inc | 59 | $13.0K | 0.00% | −131−68.9% | Reduced |
| Tradition Wealth Management, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 59 | $13.0K | 0.00% | +34+136.0% | Added |
| Larson Financial Group LLC | 60 | $13.0K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 59 | $13.0K | 0.00% | +59 | New |
| Ossiam | 55 | $12.0K | 0.00% | −1,158−95.5% | Reduced |
| Core Alternative Capital | 57 | $12.0K | 0.00% | +14+32.6% | Added |
| CoreCap Advisors, LLC | 54 | $12.0K | 0.00% | +54 | New |
| Eagle Bay Advisors LLC | 55 | $11.9K | 0.01% | +55 | New |
| Bogart Wealth, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $11.0K | 0.00% | +52 | New |
| Burleson & Company, LLC | 47 | $10.0K | 0.00% | −3−6.0% | Reduced |
| Manchester Capital Management LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legacy CG, LLC | 45 | $10.0K | 0.01% | +45 | New |
| Optimum Investment Advisors | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $6.00K | 0.00% | +9+47.4% | Added |
| Coston, McIsaac & Partners | 29 | $6.00K | 0.00% | +29 | New |
| Sound Income Strategies, LLC | 25 | $5.00K | 0.00% | −19−43.2% | Reduced |
| Albion Financial Group | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $5.00K | 0.00% | +1+4.8% | Added |
| Blue Bell Private Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $5.00K | 0.00% | +13+118.2% | Added |
| Bartlett & Co. Wealth Management LLC | 19 | $4.12K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 18 | $4.00K | 0.00% | −13−41.9% | Reduced |
| BDO Wealth Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 19 | $4.00K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 17 | $3.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.00K | 0.00% | −16−50.0% | Reduced |
| Acadian Asset Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 12 | $3.00K | 0.00% | +12 | New |
| RWM Asset Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Huntington National Bank | 10 | $2.00K | 0.00% | −33−76.7% | Reduced |
| Surevest, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Tfo-TDC, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Standard Family Office LLC | 10 | $2.00K | 0.02% | +10 | New |
| Ronald Blue Trust, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 8 | $1.74K | 0.00% | +8 | New |
| Dark Forest Capital Management LP | 4 | $1.00K | 0.00% | −106−96.4% | Reduced |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $860 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $433 | 0.00% | – | – |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $0 | 0.00% | −64,824−100.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | −7−87.5% | Reduced |
| Private Ocean, LLC | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 37,264 | – | – | −276−0.7% | Reduced |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −175,150−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −82,070−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −44,781−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −30,976−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −27,395−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,558−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −22,840−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −16,393−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −16,249−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −15,584−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −15,490−100.0% | Sold out |