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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 1,304 | $236.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Precision Wealth Strategies, LLC | 1,301 | $234.0K | 0.21% | −166−11.3% | Reduced |
| 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 |
| Cook Wealth Management Group LLC | 1,096 | $220.0K | 0.24% | +135+14.0% | Added |
| Seeyond | 1,210 | $219.0K | 0.03% | −68−5.3% | Reduced |
| Peterson Wealth Services | 1,211 | $219.0K | 0.16% | +106+9.6% | Added |
| Regions Financial Corp | 1,196 | $216.0K | 0.00% | −13−1.1% | 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 |
| Zeke Capital Advisors, LLC | 1,181 | $214.0K | 0.02% | −23−1.9% | Reduced |
| Independent Advisor Alliance | 1,175 | $213.0K | 0.01% | −93−7.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,171 | $212.0K | 0.00% | +5+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 1,155 | $209.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| Aprio Wealth Management, LLC | 1,113 | $202.0K | 0.08% | −140−11.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,108 | $201.0K | 0.05% | +160+16.9% | Added |
| Center for Financial Planning, Inc. | 1,092 | $198.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,046 | $189.0K | 0.02% | +96+10.1% | Added |
| Penserra Capital Management LLC | 915 | $165.0K | 0.00% | +22+2.5% | Added |
| Quadrant Capital Group LLC | 885 | $160.0K | 0.02% | +105+13.5% | Added |
| Anchor Investment Management, LLC | 875 | $158.5K | 0.02% | 00.0% | Unchanged |
| Mirova | 875 | $158.0K | 0.03% | −342−28.1% | Reduced |
| Caption Management, LLC | 807 | $147.0K | 0.03% | +807 | New |
| Clearstead Advisors, LLC | 795 | $144.0K | 0.01% | +67+9.2% | Added |
| TD Private Client Wealth LLC | 794 | $143.8K | 0.01% | +5+0.6% | Added |
| Axiom Investment Management LLC | 788 | $143.0K | 0.29% | +788 | New |
| 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 |
| Lindbrook Capital, LLC | 710 | $129.0K | 0.02% | −7−1.0% | Reduced |
| Brown Brothers Harriman & Co | 701 | $127.0K | 0.00% | +51+7.8% | Added |
| American Portfolios Advisors | 691 | $125.2K | 0.01% | −127−15.5% | Reduced |
| TD Waterhouse Canada Inc. | 621 | $116.2K | 0.00% | −2,824−82.0% | Reduced |
| Monolith Advisors | 641 | $116.0K | 0.13% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 637 | $115.0K | 0.01% | +7+1.1% | Added |
| Alta Advisers Ltd | 600 | $109.0K | 0.07% | +600 | New |
| Ancora Advisors, LLC | 587 | $106.0K | 0.00% | −6−1.0% | Reduced |
| Central Trust Co | 579 | $105.0K | 0.00% | −33−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 577 | $104.0K | 0.02% | +287+99.0% | Added |
| Hall Laurie J Trustee | 560 | $101.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 462 | $84.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 458 | $83.0K | 0.03% | +458 | New |
| C M Bidwell & Associates Ltd | 455 | $82.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 438 | $79.0K | 0.02% | −70−13.8% | Reduced |
| Capital Analysts, LLC | 431 | $78.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 421 | $76.0K | 0.00% | +411+4,110.0% | Added |
| Carolinas Wealth Consulting LLC | 412 | $75.0K | 0.02% | +90+28.0% | Added |
| Ellevest, Inc. | 411 | $74.0K | 0.01% | −416−50.3% | Reduced |
| HM Payson & Co | 408 | $74.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 399 | $72.0K | 0.03% | −25−5.9% | Reduced |
| Atlas Capital Advisors LLC | 390 | $70.6K | 0.01% | +100+34.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $67.0K | 0.00% | 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 |
| Private Trust Co NA | 360 | $65.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 353 | $63.0K | 0.03% | −130−26.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 345 | $62.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 331 | $60.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 317 | $57.0K | 0.01% | +19+6.4% | Added |
| Harbour Investments, Inc. | 249 | $54.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 300 | $54.0K | 0.01% | +300 | New |
| Lansing Street Advisors | 293 | $53.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $53.0K | 0.01% | +43+17.1% | Added |
| Sun Life Financial INC | 289 | $52.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 282 | $52.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Silver Oak Securities, Inc | 248 | $48.8K | 0.01% | +248 | New |
| Covestor Ltd | 266 | $48.0K | 0.04% | −281−51.4% | Reduced |
| Credit Agricole S A | 253 | $46.0K | 0.00% | −124−32.9% | Reduced |
| 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 |
| 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 |
| Massmutual Trust Co FSB | 215 | $39.0K | 0.00% | −85−28.3% | Reduced |
| 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 |
| Focused Wealth Management, Inc | 186 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $29.0K | 0.00% | −155−48.9% | Reduced |
| Howe & Rusling Inc | 158 | $29.0K | 0.00% | +2+1.3% | Added |
| CVA Family Office, LLC | 155 | $28.0K | 0.01% | −120−43.6% | Reduced |
| Clear Investment Research, LLC | 150 | $27.0K | 0.06% | +150 | New |
| TD Ameritrade Investment Management, LLC | 136 | $25.0K | 0.00% | −131−49.1% | Reduced |
| Old North State Trust, LLC | 135 | $24.0K | 0.02% | +135 | New |
| Harvest Fund Management Co., Ltd | 129 | $23.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 119 | $22.0K | 0.00% | −1,070−90.0% | Reduced |
| Knott David M Jr | 122 | $22.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 115 | $21.0K | 0.00% | −104−47.5% | Reduced |
| Dividend Assets Capital, LLC | 118 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 114 | $21.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 115 | $21.0K | 0.00% | +6+5.5% | Added |
| Johnson Financial Group, Inc. | 114 | $21.0K | 0.00% | +42+58.3% | Added |
| Hexagon Capital Partners LLC | 107 | $19.0K | 0.01% | −56−34.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 107 | $19.0K | 0.01% | +107 | New |
| Brown, Lisle/Cummings, Inc. | 104 | $18.8K | 0.01% | 00.0% | Unchanged |