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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 1,437 | $260.0K | 0.19% | +55+4.0% | Added |
| Mutual Advisors, LLC | 1,434 | $260.0K | 0.01% | +385+36.7% | Added |
| Leonteq Securities AG | 1,444 | $261.6K | 0.01% | +197+15.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,448 | $262.0K | 0.05% | +256+21.5% | Added |
| Gladstone Institutional Advisory LLC | 1,450 | $263.0K | 0.02% | −73−4.8% | Reduced |
| Sawtooth Solutions, LLC | 1,459 | $264.0K | 0.04% | +42+3.0% | Added |
| Allred Capital Management, LLC | 1,464 | $265.0K | 0.17% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,493 | $270.0K | 0.03% | +13+0.9% | Added |
| Nova R Wealth, Inc. | 1,492 | $270.0K | 0.22% | +11+0.7% | Added |
| Ossiam | 1,499 | $272.0K | 0.01% | +1,444+2,625.5% | Added |
| MTM Investment Management, LLC | 1,507 | $273.0K | 0.16% | +1,507 | New |
| Capstone Investment Advisors, LLC | 1,513 | $274.0K | 0.01% | +1,513 | New |
| Angeles Wealth Management, LLC | 1,523 | $276.0K | 0.05% | +23+1.5% | Added |
| Sentry Investment Management LLC | 1,533 | $278.0K | 0.13% | +204+15.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,550 | $281.0K | 0.02% | +1,550 | New |
| Telemetry Investments, L.L.C. | 1,563 | $283.0K | 0.46% | +1,563 | New |
| Clarius Group, LLC | 1,575 | $285.0K | 0.03% | +25+1.6% | Added |
| Tranquilli Financial Advisor LLC | 1,571 | $285.0K | 0.23% | +78+5.2% | Added |
| 9258 Wealth Management, LLC | 1,586 | $287.0K | 0.07% | +57+3.7% | Added |
| Global Assets Advisory, LLC | 1,377 | $289.0K | 0.29% | +111+8.8% | Added |
| MSH Capital Advisors LLC | 1,632 | $295.6K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,635 | $296.0K | 0.03% | −200−10.9% | Reduced |
| Fort Washington Investment Advisors Inc | 1,654 | $299.0K | 0.00% | −75−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,693 | $307.0K | 0.05% | +287+20.4% | Added |
| Chiron Investment Management, LLC | 1,710 | $310.0K | 0.06% | −2,086−55.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,709 | $310.0K | 0.08% | −1−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,719 | $311.0K | 0.03% | −113−6.2% | Reduced |
| V Wealth Advisors LLC | 1,720 | $311.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,730 | $313.0K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,732 | $314.0K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,765 | $320.0K | 0.22% | −222−11.2% | Reduced |
| Stock Yards Bank & Trust Co | 1,766 | $320.0K | 0.01% | +271+18.1% | Added |
| Altfest L J & Co Inc | 1,779 | $322.0K | 0.06% | +40+2.3% | Added |
| Signaturefd, LLC | 1,790 | $324.0K | 0.01% | −321−15.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,794 | $325.0K | 0.10% | −117−6.1% | Reduced |
| Flputnam Investment Management Co | 1,808 | $328.0K | 0.01% | −13−0.7% | Reduced |
| Moody National Bank Trust Division | 1,845 | $334.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,842 | $334.0K | 0.13% | +1,842 | New |
| Siemens Fonds Invest GmbH | 1,847 | $335.0K | 0.04% | −136−6.9% | Reduced |
| Acadian Asset Management LLC | 1,875 | $339.0K | 0.00% | +1,862+14,323.1% | Added |
| Horizon Investments, LLC | 1,898 | $344.0K | 0.01% | +294+18.3% | Added |
| Principle Wealth Partners LLC | 1,920 | $348.0K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,937 | $351.0K | 0.01% | +437+29.1% | Added |
| Symmetry Partners, LLC | 1,954 | $354.0K | 0.02% | +182+10.3% | Added |
| Ironsides Asset Advisors, LLC | 1,960 | $355.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,178 | $358.0K | 0.01% | +476+17.6% | Added |
| Roberts Capital Advisors, LLC | 1,999 | $362.0K | 0.52% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,015 | $364.0K | 0.55% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,038 | $369.0K | 0.20% | −120−5.6% | Reduced |
| Coronation Fund Managers Ltd. | 2,062 | $374.0K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 2,080 | $377.0K | 0.02% | −50−2.3% | Reduced |
| Northeast Financial Consultants Inc | 2,080 | $377.0K | 0.03% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $380.0K | 0.07% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,093 | $381.0K | 0.13% | +838+66.8% | Added |
| DRW Securities, L.L.C. | 2,117 | $383.0K | 0.12% | +2,117 | New |
| Cutter & CO Brokerage, Inc. | 2,123 | $385.0K | 0.14% | +25+1.2% | Added |
| Outlook Wealth Advisors, LLC | 2,122 | $385.0K | 0.17% | +45+2.2% | Added |
| Alliance Wealth Advisors, LLC | 2,131 | $386.0K | 0.36% | −65−3.0% | Reduced |
| Trust Asset Management LLC | 2,134 | $387.0K | 0.05% | +138+6.9% | Added |
| Veracity Capital LLC | 2,147 | $389.0K | 0.21% | +36+1.7% | Added |
| Meridian Wealth Management, LLC | 2,178 | $395.0K | 0.04% | −3−0.1% | Reduced |
| Boulder Hill Capital Management LP | 2,200 | $399.0K | 0.30% | +2,200 | New |
| Partners Group Holding AG | 2,225 | $403.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,227 | $403.0K | 0.04% | +2,227 | New |
| Fort, L.P. | 2,243 | $406.0K | 0.51% | −1,486−39.8% | Reduced |
| Latitude Advisors, LLC | 2,247 | $407.0K | 0.34% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,247 | $407.0K | 0.34% | +2,247 | New |
| BCJ Capital Management, LLC | 2,259 | $409.0K | 0.04% | −308−12.0% | Reduced |
| Parametrica Management Ltd | 2,276 | $413.0K | 0.84% | +2,276 | New |
| Cigna Investments Inc | 2,286 | $414.0K | 0.09% | −131−5.4% | Reduced |
| LMR Partners LLP | 2,283 | $414.0K | 0.01% | +2,283 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,296 | $416.0K | 0.02% | +43+1.9% | Added |
| PKO Investment Management Joint-Stock Co | 2,300 | $416.6K | 0.07% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,319 | $420.0K | 0.07% | −109−4.5% | Reduced |
| Caxton Associates LP | 2,320 | $420.0K | 0.07% | +2,320 | New |
| Keybank National Association | 2,331 | $422.0K | 0.00% | +143+6.5% | Added |
| FDx Advisors, Inc. | 2,336 | $423.0K | 0.02% | −384−14.1% | Reduced |
| Perigon Wealth Management, LLC | 2,338 | $424.0K | 0.04% | −175−7.0% | Reduced |
| Regentatlantic Capital LLC | 2,347 | $425.0K | 0.01% | −692−22.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,369 | $429.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 2,371 | $429.0K | 0.05% | +79+3.4% | Added |
| Partners Capital Investment Group, LLP | 2,374 | $430.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,424 | $439.0K | 0.37% | −44−1.8% | Reduced |
| Wetherby Asset Management Inc | 2,426 | $439.0K | 0.03% | −34−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,426 | $439.0K | 0.17% | +162+7.2% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $445.0K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,049 | $445.0K | 0.18% | +108+5.6% | Added |
| Pendal Group Limited | 2,468 | $447.0K | 0.00% | +2,468 | New |
| Strategic Blueprint, LLC | 2,488 | $451.0K | 0.06% | +132+5.6% | Added |
| Alps Advisors Inc | 2,489 | $451.0K | 0.00% | +2,489 | New |
| Integrated Wealth Concepts LLC | 2,500 | $453.0K | 0.01% | −179−6.7% | Reduced |
| ProVise Management Group, LLC | 2,530 | $458.0K | 0.05% | −39−1.5% | Reduced |
| Intact Investment Management Inc. | 2,600 | $471.0K | 0.02% | −300−10.3% | Reduced |
| Simplify Asset Management Inc. | 2,640 | $478.0K | 0.07% | +825+45.5% | Added |
| Wealthfront Advisers LLC | 2,669 | $483.0K | 0.00% | −975−26.8% | Reduced |
| Lido Advisors, LLC | 2,678 | $485.0K | 0.01% | −207−7.2% | Reduced |
| Stamos Capital Partners, L.P. | 2,680 | $485.0K | 0.12% | +640+31.4% | Added |
| Bowman & Co S.C. | 2,687 | $487.0K | 0.44% | +84+3.2% | Added |
| Cowen and Company, LLC | 2,717 | $492.0K | 0.05% | +2,717 | New |
| Ritholtz Wealth Management | 2,749 | $498.0K | 0.03% | +2,749 | New |