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, Q3 2022
Institutional positions in IQVIA Holdings Inc. as of Sep 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
- 889
- +11 vs. Q2 2022
- Shares held
- 163.2M
- +273.2K (+0.2%) vs. Q2 2022
- Total value
- $29.6B
- −$5.75B (−16.3%) vs. Q2 2022
- New holders
- 85
- 327 more added
- Sold out
- 74
- 339 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Investment Research, LLC | 150 | $27.0K | 0.06% | +150 | New |
| CVA Family Office, LLC | 155 | $28.0K | 0.01% | −120−43.6% | Reduced |
| Allworth Financial LP | 162 | $29.0K | 0.00% | −155−48.9% | Reduced |
| Howe & Rusling Inc | 158 | $29.0K | 0.00% | +2+1.3% | Added |
| Focused Wealth Management, Inc | 186 | $34.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 201 | $36.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 199 | $36.0K | 0.01% | +29+17.1% | Added |
| Massmutual Trust Co FSB | 215 | $39.0K | 0.00% | −85−28.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $42.0K | 0.01% | −800−77.4% | Reduced |
| Tradition Wealth Management, LLC | 232 | $42.0K | 0.01% | +172+286.7% | Added |
| Central Bank & Trust Co | 248 | $45.0K | 0.01% | −712−74.2% | Reduced |
| 1832 Asset Management L.P. | 248 | $45.0K | 0.00% | +7+2.9% | Added |
| Trust Co of Vermont | 250 | $45.0K | 0.00% | +250 | New |
| Credit Agricole S A | 253 | $46.0K | 0.00% | −124−32.9% | Reduced |
| Covestor Ltd | 266 | $48.0K | 0.04% | −281−51.4% | Reduced |
| Silver Oak Securities, Inc | 248 | $48.8K | 0.01% | +248 | New |
| Parkside Financial Bank & Trust | 280 | $51.0K | 0.02% | −15−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 282 | $51.0K | 0.00% | +24+9.3% | Added |
| Sun Life Financial INC | 289 | $52.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 282 | $52.0K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 293 | $53.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $53.0K | 0.01% | +43+17.1% | Added |
| Harbour Investments, Inc. | 249 | $54.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 300 | $54.0K | 0.01% | +300 | New |
| Glassman Wealth Services | 317 | $57.0K | 0.01% | +19+6.4% | Added |
| Column Capital Advisors, LLC | 331 | $60.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $62.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 353 | $63.0K | 0.03% | −130−26.9% | Reduced |
| Private Trust Co NA | 360 | $65.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 365 | $66.0K | 0.01% | 00.0% | Unchanged |
| RE Advisers Corp | 363 | $66.0K | 0.00% | +99+37.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $67.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 390 | $70.6K | 0.01% | +100+34.5% | Added |
| KB Financial Partners, LLC | 399 | $72.0K | 0.03% | −25−5.9% | Reduced |
| Ellevest, Inc. | 411 | $74.0K | 0.01% | −416−50.3% | Reduced |
| HM Payson & Co | 408 | $74.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 412 | $75.0K | 0.02% | +90+28.0% | Added |
| Huntington National Bank | 421 | $76.0K | 0.00% | +411+4,110.0% | Added |
| Capital Analysts, LLC | 431 | $78.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 438 | $79.0K | 0.02% | −70−13.8% | Reduced |
| C M Bidwell & Associates Ltd | 455 | $82.0K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 458 | $83.0K | 0.03% | +458 | New |
| GPS Wealth Strategies Group, LLC | 462 | $84.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 560 | $101.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 577 | $104.0K | 0.02% | +287+99.0% | Added |
| Central Trust Co | 579 | $105.0K | 0.00% | −33−5.4% | Reduced |
| Ancora Advisors, LLC | 587 | $106.0K | 0.00% | −6−1.0% | Reduced |
| Alta Advisers Ltd | 600 | $109.0K | 0.07% | +600 | New |
| Benjamin F. Edwards & Company, Inc. | 637 | $115.0K | 0.01% | +7+1.1% | Added |
| Monolith Advisors | 641 | $116.0K | 0.13% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 621 | $116.2K | 0.00% | −2,824−82.0% | Reduced |
| American Portfolios Advisors | 691 | $125.2K | 0.01% | −127−15.5% | Reduced |
| Brown Brothers Harriman & Co | 701 | $127.0K | 0.00% | +51+7.8% | Added |
| Lindbrook Capital, LLC | 710 | $129.0K | 0.02% | −7−1.0% | Reduced |
| Clear Street Markets LLC | 784 | $142.0K | 0.03% | +389+98.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 782 | $142.0K | 0.00% | +781+78,100.0% | Added |
| Axiom Investment Management LLC | 788 | $143.0K | 0.29% | +788 | New |
| TD Private Client Wealth LLC | 794 | $143.8K | 0.01% | +5+0.6% | Added |
| Clearstead Advisors, LLC | 795 | $144.0K | 0.01% | +67+9.2% | Added |
| Caption Management, LLC | 807 | $147.0K | 0.03% | +807 | New |
| Mirova | 875 | $158.0K | 0.03% | −342−28.1% | Reduced |
| Anchor Investment Management, LLC | 875 | $158.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 885 | $160.0K | 0.02% | +105+13.5% | Added |
| Penserra Capital Management LLC | 915 | $165.0K | 0.00% | +22+2.5% | Added |
| Proequities, Inc. | 1,046 | $189.0K | 0.02% | +96+10.1% | Added |
| Center for Financial Planning, Inc. | 1,092 | $198.0K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,108 | $201.0K | 0.05% | +160+16.9% | Added |
| Aprio Wealth Management, LLC | 1,113 | $202.0K | 0.08% | −140−11.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $208.0K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 1,146 | $208.0K | 0.01% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,155 | $209.0K | 0.28% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,171 | $212.0K | 0.00% | +5+0.4% | Added |
| Independent Advisor Alliance | 1,175 | $213.0K | 0.01% | −93−7.3% | Reduced |
| Zeke Capital Advisors, LLC | 1,181 | $214.0K | 0.02% | −23−1.9% | Reduced |
| CAPROCK Group, Inc. | 1,188 | $215.0K | 0.02% | −9−0.8% | Reduced |
| Brown Advisory Inc | 1,187 | $215.0K | 0.00% | +227+23.6% | Added |
| Regions Financial Corp | 1,196 | $216.0K | 0.00% | −13−1.1% | Reduced |
| Seeyond | 1,210 | $219.0K | 0.03% | −68−5.3% | Reduced |
| Peterson Wealth Services | 1,211 | $219.0K | 0.16% | +106+9.6% | Added |
| Cook Wealth Management Group LLC | 1,096 | $220.0K | 0.24% | +135+14.0% | Added |
| Diversified Trust Co | 1,248 | $226.0K | 0.01% | +1,248 | New |
| Garrett Investment Advisors LLC | 1,250 | $226.0K | 0.06% | +1,250 | New |
| Precision Wealth Strategies, LLC | 1,301 | $234.0K | 0.21% | −166−11.3% | Reduced |
| Waldron Private Wealth LLC | 1,301 | $235.0K | 0.01% | +26+2.0% | Added |
| Cahaba Wealth Management, Inc. | 1,302 | $235.0K | 0.03% | +117+9.9% | Added |
| Great Point Wealth Advisors, LLC | 1,304 | $236.0K | 0.09% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $237.0K | 0.18% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,314 | $238.0K | 0.02% | +1,314 | New |
| Klingenstein Fields & Co LP | 1,321 | $239.0K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,327 | $240.2K | 0.00% | −1,402−51.4% | Reduced |
| Forum Financial Management, LP | 1,328 | $241.0K | 0.01% | +194+17.1% | Added |
| Great Diamond Partners, LLC | 1,353 | $245.0K | 0.08% | −20−1.5% | Reduced |
| Arkadios Wealth Advisors | 1,355 | $245.0K | 0.04% | +70+5.4% | Added |
| Bremer Bank National Association | 1,376 | $249.0K | 0.06% | −103−7.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,394 | $253.0K | 0.02% | −7−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 1,410 | $255.0K | 0.00% | −10−0.7% | Reduced |
| Apollon Wealth Management, LLC | 1,407 | $255.0K | 0.02% | +1,407 | New |
| Ashton Thomas Private Wealth, LLC | 1,429 | $258.8K | 0.03% | −81−5.4% | Reduced |
| Wedmont Private Capital | 1,431 | $259.0K | 0.05% | −572−28.6% | Reduced |