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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Partners Capital Investment Group, LLP | 2,374 | $430.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Regentatlantic Capital LLC | 2,347 | $425.0K | 0.01% | −692−22.8% | Reduced |
| Perigon Wealth Management, LLC | 2,338 | $424.0K | 0.04% | −175−7.0% | Reduced |
| FDx Advisors, Inc. | 2,336 | $423.0K | 0.02% | −384−14.1% | Reduced |
| Keybank National Association | 2,331 | $422.0K | 0.00% | +143+6.5% | Added |
| 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 |
| PKO Investment Management Joint-Stock Co | 2,300 | $416.6K | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,296 | $416.0K | 0.02% | +43+1.9% | Added |
| 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 |
| Parametrica Management Ltd | 2,276 | $413.0K | 0.84% | +2,276 | New |
| BCJ Capital Management, LLC | 2,259 | $409.0K | 0.04% | −308−12.0% | 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 |
| Fort, L.P. | 2,243 | $406.0K | 0.51% | −1,486−39.8% | Reduced |
| 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 |
| Boulder Hill Capital Management LP | 2,200 | $399.0K | 0.30% | +2,200 | New |
| Meridian Wealth Management, LLC | 2,178 | $395.0K | 0.04% | −3−0.1% | Reduced |
| Veracity Capital LLC | 2,147 | $389.0K | 0.21% | +36+1.7% | Added |
| Trust Asset Management LLC | 2,134 | $387.0K | 0.05% | +138+6.9% | Added |
| Alliance Wealth Advisors, LLC | 2,131 | $386.0K | 0.36% | −65−3.0% | Reduced |
| 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 |
| DRW Securities, L.L.C. | 2,117 | $383.0K | 0.12% | +2,117 | New |
| Andesa Financial Management Inc. | 2,093 | $381.0K | 0.13% | +838+66.8% | Added |
| John G Ullman & Associates Inc | 2,100 | $380.0K | 0.07% | 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 |
| Coronation Fund Managers Ltd. | 2,062 | $374.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,038 | $369.0K | 0.20% | −120−5.6% | Reduced |
| KRS Capital Management, LLC | 2,015 | $364.0K | 0.55% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,999 | $362.0K | 0.52% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,178 | $358.0K | 0.01% | +476+17.6% | Added |
| Ironsides Asset Advisors, LLC | 1,960 | $355.0K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,954 | $354.0K | 0.02% | +182+10.3% | Added |
| AMG National Trust Bank | 1,937 | $351.0K | 0.01% | +437+29.1% | Added |
| Principle Wealth Partners LLC | 1,920 | $348.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,898 | $344.0K | 0.01% | +294+18.3% | Added |
| Acadian Asset Management LLC | 1,875 | $339.0K | 0.00% | +1,862+14,323.1% | Added |
| Siemens Fonds Invest GmbH | 1,847 | $335.0K | 0.04% | −136−6.9% | 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 |
| Flputnam Investment Management Co | 1,808 | $328.0K | 0.01% | −13−0.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,794 | $325.0K | 0.10% | −117−6.1% | Reduced |
| Signaturefd, LLC | 1,790 | $324.0K | 0.01% | −321−15.2% | Reduced |
| Altfest L J & Co Inc | 1,779 | $322.0K | 0.06% | +40+2.3% | Added |
| 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 |
| Fundamentun, LLC | 1,732 | $314.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,730 | $313.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Harbor Investment Advisory, LLC | 1,693 | $307.0K | 0.05% | +287+20.4% | Added |
| Fort Washington Investment Advisors Inc | 1,654 | $299.0K | 0.00% | −75−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,635 | $296.0K | 0.03% | −200−10.9% | Reduced |
| MSH Capital Advisors LLC | 1,632 | $295.6K | 0.15% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,377 | $289.0K | 0.29% | +111+8.8% | Added |
| 9258 Wealth Management, LLC | 1,586 | $287.0K | 0.07% | +57+3.7% | Added |
| 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 |
| Telemetry Investments, L.L.C. | 1,563 | $283.0K | 0.46% | +1,563 | New |
| Vestmark Advisory Solutions, Inc. | 1,550 | $281.0K | 0.02% | +1,550 | New |
| Sentry Investment Management LLC | 1,533 | $278.0K | 0.13% | +204+15.3% | Added |
| Angeles Wealth Management, LLC | 1,523 | $276.0K | 0.05% | +23+1.5% | Added |
| Capstone Investment Advisors, LLC | 1,513 | $274.0K | 0.01% | +1,513 | New |
| MTM Investment Management, LLC | 1,507 | $273.0K | 0.16% | +1,507 | New |
| Ossiam | 1,499 | $272.0K | 0.01% | +1,444+2,625.5% | Added |
| 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 |
| Allred Capital Management, LLC | 1,464 | $265.0K | 0.17% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,459 | $264.0K | 0.04% | +42+3.0% | Added |
| Gladstone Institutional Advisory LLC | 1,450 | $263.0K | 0.02% | −73−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,448 | $262.0K | 0.05% | +256+21.5% | Added |
| Leonteq Securities AG | 1,444 | $261.6K | 0.01% | +197+15.8% | Added |
| 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 |
| Wedmont Private Capital | 1,431 | $259.0K | 0.05% | −572−28.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,429 | $258.8K | 0.03% | −81−5.4% | 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 |
| Dynamic Advisor Solutions LLC | 1,394 | $253.0K | 0.02% | −7−0.5% | Reduced |
| Bremer Bank National Association | 1,376 | $249.0K | 0.06% | −103−7.0% | Reduced |
| 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 |
| Forum Financial Management, LP | 1,328 | $241.0K | 0.01% | +194+17.1% | Added |
| Swiss Life Asset Management Ltd | 1,327 | $240.2K | 0.00% | −1,402−51.4% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $239.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,314 | $238.0K | 0.02% | +1,314 | New |
| Accretive Wealth Partners, LLC | 1,310 | $237.0K | 0.18% | 00.0% | Unchanged |