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 | 940 | $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 |
|---|---|---|---|---|---|
| Fairhaven Wealth Management, LLC | 12,859 | $2.33M | 1.04% | −86−0.7% | Reduced |
| FORA Capital, LLC | 12,699 | $2.30M | 0.44% | +12,699 | New |
| Natixis | 12,585 | $2.28M | 0.01% | −1,791−12.5% | Reduced |
| Harrell Investment Partners, LLC | 12,476 | $2.26M | 0.94% | +608+5.1% | Added |
| Daiwa Securities Group Inc. | 12,453 | $2.26M | 0.02% | +298+2.5% | Added |
| Copperleaf Capital, LLC | 12,299 | $2.23M | 2.41% | +1,832+17.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 11,937 | $2.22M | 1.82% | +2,070+21.0% | Added |
| Verition Fund Management LLC | 12,126 | $2.20M | 0.03% | +12,126 | New |
| Steinberg Asset Management LLC | 11,931 | $2.16M | 2.30% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,900 | $2.16M | 0.06% | −100−0.8% | Reduced |
| Covington Capital Management | 11,541 | $2.09M | 0.09% | +28+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 11,275 | $2.04M | 0.18% | −132−1.2% | Reduced |
| Advisors Asset Management, Inc. | 11,177 | $2.02M | 0.04% | −454−3.9% | Reduced |
| JustInvest LLC | 11,000 | $1.99M | 0.09% | −145−1.3% | Reduced |
| Metropolitan Life Insurance Co | 10,816 | $1.96M | 0.09% | −294−2.6% | Reduced |
| Meridian Wealth Advisors, LLC | 10,652 | $1.93M | 0.54% | −510−4.6% | Reduced |
| Global Retirement Partners, LLC | 9,202 | $1.93M | 0.15% | +95+1.0% | Added |
| Sumitomo Life Insurance Co | 10,605 | $1.92M | 0.08% | +86+0.8% | Added |
| Quantitative Investment Management, LLC | 10,420 | $1.89M | 0.31% | +10,420 | New |
| Bessemer Securities LLC | 10,399 | $1.88M | 0.68% | −534−4.9% | Reduced |
| Raymond James Trust N.A. | 10,231 | $1.85M | 0.07% | +628+6.5% | Added |
| Sivik Global Healthcare LLC | 10,000 | $1.81M | 1.01% | −7,500−42.9% | Reduced |
| Harbert Fund Advisors, Inc. | 10,000 | $1.81M | 1.45% | +5,075+103.0% | Added |
| Tamarack Advisers, LP | 10,000 | $1.81M | 1.07% | +10,000 | New |
| Rafferty Asset Management, LLC | 9,962 | $1.80M | 0.02% | +5,370+116.9% | Added |
| Fisher Asset Management, LLC | 9,889 | $1.79M | 0.00% | −326−3.2% | Reduced |
| Perpetual Investment Management Ltd | 9,850 | $1.78M | 0.26% | −4,200−29.9% | Reduced |
| Archford Capital Strategies, LLC | 9,842 | $1.78M | 0.46% | +191+2.0% | Added |
| Jacobs Levy Equity Management, Inc | 9,754 | $1.77M | 0.01% | +6,958+248.9% | Added |
| New Mexico Educational Retirement Board | 9,700 | $1.76M | 0.10% | −900−8.5% | Reduced |
| Illinois Municipal Retirement Fund | 9,589 | $1.74M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,569 | $1.73M | 0.01% | −181−1.9% | Reduced |
| Wunderlich Capital Managemnt | 9,362 | $1.70M | 1.09% | +289+3.2% | Added |
| Private Advisor Group, LLC | 9,190 | $1.67M | 0.02% | −35,447−79.4% | Reduced |
| Achmea Investment Management B.V. | 9,156 | $1.66M | 0.06% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 9,000 | $1.63M | 1.22% | +3,000+50.0% | Added |
| Kestra Advisory Services, LLC | 8,984 | $1.63M | 0.02% | +3,213+55.7% | Added |
| Stonebridge Capital Advisors LLC | 8,958 | $1.62M | 0.21% | +338+3.9% | Added |
| Ci Investments Inc. | 8,612 | $1.56M | 0.01% | +217+2.6% | Added |
| Susquehanna International Group, LLP | 8,576 | $1.55M | 0.00% | −20,084−70.1% | Reduced |
| Exchange Traded Concepts, LLC | 8,514 | $1.54M | 0.05% | −9−0.1% | Reduced |
| Quantamental Technologies LLC | 8,443 | $1.53M | 0.59% | +8,443 | New |
| Macquarie Group Ltd | 8,431 | $1.53M | 0.00% | −40,259−82.7% | Reduced |
| Thrivent Financial for Lutherans | 8,304 | $1.50M | 0.00% | −7,098−46.1% | Reduced |
| E. Ohman J:or Asset Management AB | 8,301 | $1.50M | 0.07% | 00.0% | Unchanged |
| Eversept Partners, LP | 8,297 | $1.50M | 0.18% | +2,273+37.7% | Added |
| Chartwell Investment Partners, LLC | 8,199 | $1.49M | 0.06% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 8,028 | $1.45M | 0.66% | +318+4.1% | Added |
| Everence Capital Management Inc | 7,888 | $1.43M | 0.13% | 00.0% | Unchanged |
| Veriti Management LLC | 7,882 | $1.43M | 0.21% | +144+1.9% | Added |
| Patton Fund Management, Inc. | 7,833 | $1.42M | 0.58% | −660−7.8% | Reduced |
| Change Path, LLC | 7,831 | $1.42M | 0.09% | +477+6.5% | Added |
| M&G Investment Management Ltd | 7,737 | $1.40M | 0.01% | +46+0.6% | Added |
| Pinebridge Investments, L.P. | 7,708 | $1.40M | 0.02% | −91,068−92.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,654 | $1.39M | 0.05% | +7,654 | New |
| Semmax Financial Advisors Inc. | 6,636 | $1.38M | 0.58% | −1,092−14.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,557 | $1.37M | 0.03% | +791+11.7% | Added |
| Credential Qtrade Securities Inc. | 7,538 | $1.37M | 0.11% | −491−6.1% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.34M | 1.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,333 | $1.33M | 0.06% | +176+2.5% | Added |
| Byrne Asset Management LLC | 7,308 | $1.32M | 1.02% | −22−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 7,252 | $1.31M | 0.16% | +7,252 | New |
| Blueshift Asset Management, LLC | 7,149 | $1.29M | 0.28% | +671+10.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,927 | $1.25M | 0.03% | −638−8.4% | Reduced |
| Carret Asset Management, LLC | 6,906 | $1.25M | 0.19% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,894 | $1.25M | 0.09% | −974−12.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,684 | $1.21M | 0.11% | +217+3.4% | Added |
| Graham Capital Management, L.P. | 6,678 | $1.21M | 0.05% | +6,678 | New |
| Chesley Taft & Associates LLC | 6,670 | $1.21M | 0.09% | −25−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 6,654 | $1.21M | 0.05% | +294+4.6% | Added |
| Marshall Financial Group Inc | 6,643 | $1.20M | 0.57% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,597 | $1.20M | 0.04% | +6,597 | New |
| Allstate Corp | 6,459 | $1.17M | 0.03% | −1,509−18.9% | Reduced |
| Consolidated Planning Corp | 6,433 | $1.17M | 0.36% | +340+5.6% | Added |
| Teza Capital Management LLC | 6,414 | $1.16M | 0.24% | +6,414 | New |
| Creative Planning | 6,376 | $1.16M | 0.00% | −94−1.5% | Reduced |
| HighTower Advisors, LLC | 6,355 | $1.15M | 0.00% | +1,195+23.2% | Added |
| North Star Asset Management Inc | 6,340 | $1.15M | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,231 | $1.13M | 0.04% | −85−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,161 | $1.11M | 0.00% | +179+3.0% | Added |
| Gyon Technologies Capital Management, LP | 6,145 | $1.11M | 0.35% | +3,859+168.8% | Added |
| WealthShield Partners, LLC | 6,137 | $1.11M | 0.22% | +437+7.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,125 | $1.11M | 0.33% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,115 | $1.11M | 0.03% | −85−1.4% | Reduced |
| Smith, Salley & Associates | 6,090 | $1.10M | 0.10% | +437+7.7% | Added |
| Vestcor Inc | 6,068 | $1.10M | 0.04% | +21+0.3% | Added |
| Bank Ozk | 6,056 | $1.10M | 0.60% | +6,056 | New |
| Ethic Inc. | 5,958 | $1.08M | 0.07% | −8,509−58.8% | Reduced |
| Davy Global Fund Management Ltd | 5,917 | $1.07M | 0.24% | −423−6.7% | Reduced |
| Paradigm Asset Management Co LLC | 5,898 | $1.07M | 0.36% | −100−1.7% | Reduced |
| Herold Advisors, Inc. | 5,800 | $1.05M | 0.51% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,669 | $1.03M | 0.14% | +3,286+137.9% | Added |
| Boston Financial Mangement LLC | 5,593 | $1.01M | 0.04% | +5,593 | New |
| World Equity Group, Inc. | 5,401 | $978.3K | 0.25% | +86+1.6% | Added |
| United Asset Strategies, Inc. | 5,301 | $960.0K | 0.15% | +5,301 | New |
| MQS Management LLC | 5,266 | $954.0K | 0.62% | +5,266 | New |
| O'Shaughnessy Asset Management, LLC | 5,225 | $946.0K | 0.02% | −3,409−39.5% | Reduced |
| Banque Cantonale Vaudoise | 5,199 | $942.0K | 0.05% | −38−0.7% | Reduced |
| Carmel Capital Partners, LLC | 5,196 | $941.0K | 0.91% | +152+3.0% | Added |
| Phoenix Holdings Ltd. | 5,041 | $926.0K | 0.02% | −1,469−22.6% | Reduced |