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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, Q4 2022

Institutional positions in IQVIA Holdings Inc. as of Dec 31, 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
925
+53 vs. Q3 2022
Shares held
162.7M
−7.95K (0.0%) vs. Q3 2022
Total value
$33.4B
+$3.86B (+13.1%) vs. Q3 2022
New holders
119
312 more added
Sold out
66
371 more reduced

17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 925 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ4 2022: $33.4B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2022.

Institutions holding IQV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$2050.00%00.0%Unchanged
JJJ Advisors Inc.1$2200.00%00.0%Unchanged
WestEnd Advisors, LLC2$4100.00%00.0%Unchanged
True Wealth Design, LLC3$6150.00%+3New
Addison Advisors LLC4$8200.00%00.0%Unchanged
Global Financial Private Client, LLC4$8200.00%00.0%Unchanged
Freedom Wealth Alliance, LLC4$8200.00%+4New
Red Cedar Capital, LLC6$1.00K0.00%00.0%Unchanged
TSFG, LLC7$1.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.3$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.02K0.00%+4+400.0%Added
BerganKDV Wealth Management, LLC6$1.23K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.23K0.00%+6New
Cullen/Frost Bankers, Inc.7$1.43K0.00%00.0%Unchanged
North Star Investment Management Corp.7$1.43K0.00%+7New
Financial Synergies Wealth Advisors, Inc.8$1.64K0.00%+3+60.0%Added
RFP Financial Group LLC9$1.84K0.00%+9New
Bay Harbor Wealth Management, LLC12$2.00K0.00%00.0%Unchanged
Sierra Capital LLC10$2.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.8$2.00K0.00%+8New
Steward Financial Group LLC10$2.00K0.00%+10New
Country Trust Bank10$2.05K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$2.05K0.00%00.0%Unchanged
Disciplined Investments, LLC12$2.46K0.00%−4−25.0%Reduced
NewSquare Capital LLC12$2.46K0.00%00.0%Unchanged
Abound Wealth Management13$2.66K0.00%−32−71.1%Reduced
Lee Financial Co13$2.66K0.00%+11+550.0%Added
TFC Financial Management14$2.87K0.00%00.0%Unchanged
SJS Investment Consulting Inc.14$2.87K0.00%+8+133.3%Added
Capital Advisors, Ltd. LLC13$3.00K0.00%−16−55.2%Reduced
Webster Bank, N. A.16$3.00K0.00%00.0%Unchanged
Assetmark, Inc15$3.07K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC15$3.07K0.00%+15New
Raffa Wealth Management, LLC17$3.48K0.00%00.0%Unchanged
Raleigh Capital Management Inc.17$3.48K0.00%+1+6.3%Added
Red Tortoise LLC17$3.48K0.00%+17New
Baker Avenue Asset Management, LP18$3.69K0.00%+18New
Glen Eagle Advisors, LLC19$3.89K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC22$4.51K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$4.71K0.00%00.0%Unchanged
Kenfarb & Co.24$4.92K0.00%00.0%Unchanged
Dark Forest Capital Management LP24$4.92K0.00%+24New
Coston, McIsaac & Partners29$5.00K0.00%00.0%Unchanged
Front Row Advisors LLC23$5.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.27$5.53K0.00%−6−18.2%Reduced
Moisand Fitzgerald Tamayo, LLC27$5.53K0.00%+12+80.0%Added
Worth Asset Management, LLC29$5.94K0.00%00.0%Unchanged
Grove Bank & Trust30$6.00K0.00%+30New
Tortoise Investment Management, LLC30$6.15K0.00%00.0%Unchanged
Delta Asset Management LLC30$6.15K0.00%+30New
Bell Investment Advisors, Inc31$6.35K0.00%−1−3.1%Reduced
Schubert & Co33$6.76K0.01%+11+50.0%Added
U.S. Capital Wealth Advisors, LLC34$6.97K0.00%+34New
CoreCap Advisors, LLC34$6.97K0.00%+34New
Hanson & Doremus Investment Management36$7.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC33$7.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC35$7.17K0.01%00.0%Unchanged
Farther Finance Advisors, LLC35$7.25K0.00%+35New
My Personal CFO, LLC36$7.38K0.01%+36New
Fiduciary Alliance LLC39$7.99K0.00%+39New
Johnson Financial Group, Inc.41$8.40K0.00%−73−64.0%Reduced
Optimum Investment Advisors41$8.40K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC41$8.40K0.00%+11+36.7%Added
Burleson & Company, LLC47$9.63K0.00%00.0%Unchanged
Accurate Wealth Management, LLC46$9.91K0.00%+46New
Jones Financial Companies LLLP49$10.0K0.00%00.0%Unchanged
ClariVest Asset Management LLC51$10.0K0.00%00.0%Unchanged
Bartlett & Co. LLC51$10.0K0.00%+32+168.4%Added
Colonial Trust Co49$10.0K0.00%+49New
Corrado Advisors, LLC50$10.2K0.01%+50New
Riggs Asset Managment Co. Inc.50$10.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC51$10.4K0.00%+32+168.4%Added
Comerica Securities,inc.51$10.4K0.00%+51New
Crewe Advisors LLC52$10.7K0.00%−9−14.8%Reduced
Bogart Wealth, LLC52$10.7K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.55$11.0K0.00%+55New
AdvisorNet Financial, Inc54$11.1K0.00%−16−22.9%Reduced
BDO Wealth Advisors, LLC54$11.1K0.00%+54New
Core Alternative Capital57$11.7K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.60$12.3K0.00%−17−22.1%Reduced
Larson Financial Group LLC60$12.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$12.3K0.01%+20+50.0%Added
Manchester Capital Management LLC63$12.9K0.00%+17+37.0%Added
Asset Dedication, LLC64$13.0K0.00%−4−5.9%Reduced
Tyler-Stone Wealth Management65$13.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC65$13.3K0.00%+1+1.6%Added
McIlrath & Eck, LLC65$13.3K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$13.3K0.00%00.0%Unchanged
Emfo, LLC65$13.3K0.01%00.0%Unchanged
Rational Advisors LLC66$13.5K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$13.9K0.01%+68New
Fuller & Thaler Asset Management, Inc.67$14.0K0.00%+67New
Ronald Blue Trust, Inc.82$15.0K0.00%+57+228.0%Added
West Paces Advisors Inc.76$15.6K0.00%+76New
Riverview Trust Co85$17.0K0.02%+85New
China Universal Asset Management Co., Ltd.84$17.2K0.01%00.0%Unchanged
Hexagon Capital Partners LLC86$17.6K0.01%−21−19.6%Reduced
Newbridge Financial Services Group, Inc.86$17.6K0.01%+55+177.4%Added
TD Ameritrade Investment Management, LLC87$18.0K0.00%−49−36.0%Reduced
Financial Management Professionals, Inc.89$18.0K0.00%00.0%Unchanged