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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $18.0K | 0.00% | +6+6.5% | Added |
| FourThought Financial, LLC | 101 | $18.0K | 0.00% | +14+16.1% | Added |
| Cowa, LLC | 102 | $18.0K | 0.01% | +102 | New |
| Earnest Partners LLC | 91 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $16.0K | 0.00% | +5+6.0% | Added |
| China Universal Asset Management Co., Ltd. | 84 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 77 | $13.9K | 0.01% | +11+16.7% | Added |
| Asset Dedication, LLC | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 70 | $13.0K | 0.00% | +11+18.6% | Added |
| JFS Wealth Advisors, LLC | 64 | $12.0K | 0.00% | −18−22.0% | Reduced |
| Rational Advisors LLC | 66 | $12.0K | 0.00% | +1+1.5% | Added |
| McIlrath & Eck, LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 68 | $12.0K | 0.00% | +68 | New |
| Larson Financial Group LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $11.0K | 0.00% | +9+17.3% | Added |
| Core Alternative Capital | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $9.00K | 0.00% | −14−22.2% | Reduced |
| ClariVest Asset Management LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $9.00K | 0.00% | +50 | New |
| Abound Wealth Management | 45 | $8.15K | 0.00% | +45 | New |
| Manchester Capital Management LLC | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $7.00K | 0.00% | −15−27.3% | Reduced |
| Optimum Investment Advisors | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $6.00K | 0.00% | −27−45.8% | Reduced |
| Antonetti Capital Management LLC | 35 | $6.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 33 | $6.00K | 0.00% | +4+13.8% | Added |
| Newbridge Financial Services Group, Inc. | 31 | $6.00K | 0.00% | +13+72.2% | Added |
| Ronald Blue Trust, Inc. | 25 | $6.00K | 0.00% | +15+150.0% | Added |
| Worth Asset Management, LLC | 29 | $5.00K | 0.00% | −54−65.1% | Reduced |
| MUFG Americas Holdings Corp | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $5.00K | 0.00% | +20+222.2% | Added |
| Kenfarb & Co. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $4.00K | 0.00% | −2−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $4.00K | 0.00% | +23 | New |
| Bartlett & Co. Wealth Management LLC | 19 | $3.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $3.44K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 17 | $3.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $3.00K | 0.00% | −7−31.8% | Reduced |
| Bartlett & Co. LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +3+23.1% | Added |
| TFC Financial Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 10 | $2.00K | 0.00% | −15−60.0% | Reduced |
| Country Trust Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.00K | 0.00% | +1+9.1% | Added |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 12 | $2.00K | 0.00% | +12 | New |
| Sandy Spring Bank | 13 | $2.00K | 0.00% | +13 | New |
| NewSquare Capital LLC | 12 | $2.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $906 | 0.00% | −3−37.5% | Reduced |
| Global Financial Private Client, LLC | 4 | $745 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $181 | 0.00% | +1 | New |
| Lee Financial Co | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,472 | – | – | +907+58.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 41,346 | – | – | +4,082+11.0% | Added |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −174,148−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −47,816−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −43,899−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,667−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −29,019−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −16,463−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −14,543−100.0% | Sold out |