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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 91 | $18.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $20.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $20.5K | 0.00% | +100 | New |
| Caldwell Trust Co | 102 | $20.9K | 0.00% | +102 | New |
| Hoey Investments, Inc | 106 | $21.7K | 0.01% | +106 | New |
| Clean Yield Group | 114 | $23.4K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 115 | $23.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 115 | $23.6K | 0.01% | +115 | New |
| Dividend Assets Capital, LLC | 118 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 120 | $24.6K | 0.00% | −130−52.0% | Reduced |
| Knott David M Jr | 122 | $25.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $26.0K | 0.02% | −140−52.6% | Reduced |
| Harvest Fund Management Co., Ltd | 129 | $26.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $27.0K | 0.01% | +28+26.9% | Added |
| Old North State Trust, LLC | 135 | $28.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 138 | $28.0K | 0.02% | +138 | New |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $29.0K | 0.04% | +35+32.7% | Added |
| Glassy Mountain Advisors, Inc. | 153 | $31.3K | 0.02% | +153 | New |
| Spire Wealth Management | 167 | $34.0K | 0.00% | +48+40.3% | Added |
| Quent Capital, LLC | 174 | $35.7K | 0.01% | −25−12.6% | Reduced |
| Massmutual Trust Co FSB | 177 | $36.0K | 0.00% | −38−17.7% | Reduced |
| Focused Wealth Management, Inc | 186 | $38.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $40.8K | 0.01% | +199 | New |
| Baystate Wealth Management LLC | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $41.4K | 0.04% | – | New |
| Heritage Wealth Advisors | 210 | $43.0K | 0.00% | +210 | New |
| HealthInvest Partners AB | 215 | $44.1K | 0.09% | +215 | New |
| Allworth Financial LP | 221 | $45.3K | 0.00% | +59+36.4% | Added |
| MV Capital Management, Inc. | 226 | $46.3K | 0.01% | −68−23.1% | Reduced |
| 1832 Asset Management L.P. | 228 | $46.7K | 0.00% | −20−8.1% | Reduced |
| Parkside Financial Bank & Trust | 229 | $46.9K | 0.01% | −51−18.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $47.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 233 | $48.0K | 0.01% | +1+0.4% | Added |
| Harbour Investments, Inc. | 239 | $49.0K | 0.00% | −10−4.0% | Reduced |
| Glassman Wealth Services | 240 | $49.2K | 0.01% | −77−24.3% | Reduced |
| Deseret Mutual Benefit Administrators | 242 | $49.6K | 0.02% | −196−44.7% | Reduced |
| MBM Wealth Consultants, LLC | 251 | $51.0K | 0.02% | +251 | New |
| Capital Analysts, LLC | 255 | $52.0K | 0.00% | −176−40.8% | Reduced |
| Cornerstone Management, Inc. | 264 | $54.1K | 0.02% | +264 | New |
| Central Bank & Trust Co | 274 | $56.1K | 0.01% | +26+10.5% | Added |
| Smithfield Trust Co | 274 | $57.0K | 0.00% | −8−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 282 | $57.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 284 | $58.2K | 0.02% | +284 | New |
| Sun Life Financial INC | 289 | $59.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $59.4K | 0.01% | −100−25.6% | Reduced |
| Lansing Street Advisors | 293 | $60.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 306 | $62.7K | 0.01% | −105−25.5% | Reduced |
| KB Financial Partners, LLC | 309 | $63.0K | 0.02% | −90−22.6% | Reduced |
| Magellan Asset Management Ltd | 312 | $63.9K | 0.00% | +312 | New |
| CVA Family Office, LLC | 315 | $64.5K | 0.02% | +160+103.2% | Added |
| Column Capital Advisors, LLC | 331 | $67.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $70.7K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 346 | $70.9K | 0.00% | +346 | New |
| ICA Group Wealth Management, LLC | 347 | $71.1K | 0.02% | +347 | New |
| Oakworth Capital, Inc. | 365 | $74.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $75.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 377 | $77.2K | 0.00% | +377 | New |
| RE Advisers Corp | 377 | $77.2K | 0.00% | +14+3.9% | Added |
| Private Trust Co NA | 394 | $81.0K | 0.01% | +34+9.4% | Added |
| Paradigm Asset Management Co LLC | 398 | $81.5K | 0.02% | −5,500−93.3% | Reduced |
| Huntington National Bank | 403 | $82.6K | 0.00% | −18−4.3% | Reduced |
| HM Payson & Co | 408 | $83.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 418 | $85.6K | 0.01% | −159−27.6% | Reduced |
| General Partner, Inc. | 437 | $89.5K | 0.08% | +437 | New |
| C M Bidwell & Associates Ltd | 455 | $93.2K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 458 | $93.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 458 | $93.8K | 0.02% | +46+11.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 473 | $97.0K | 0.00% | −164−25.7% | Reduced |
| TCTC Holdings, LLC | 496 | $101.6K | 0.00% | +496 | New |
| One Wealth Advisors, LLC | 502 | $102.9K | 0.02% | +502 | New |
| Centaurus Financial, Inc. | 513 | $105.0K | 0.01% | −1,714−77.0% | Reduced |
| Hall Laurie J Trustee | 540 | $111.0K | 0.05% | −20−3.6% | Reduced |
| Colonial Trust Advisors | 565 | $115.8K | 0.01% | +565 | New |
| Central Trust Co | 579 | $118.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 590 | $121.0K | 0.00% | +3+0.5% | Added |
| Alta Advisers Ltd | 600 | $123.0K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 621 | $127.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 629 | $128.9K | 0.01% | −165−20.8% | Reduced |
| Lindbrook Capital, LLC | 678 | $138.9K | 0.02% | −32−4.5% | Reduced |
| IFP Advisors, Inc | 1,271 | $140.0K | 0.00% | −1,907−60.0% | Reduced |
| Quadrant Capital Group LLC | 690 | $141.4K | 0.02% | −195−22.0% | Reduced |
| State of Wyoming | 750 | $153.7K | 0.05% | +397+112.5% | Added |
| Clearstead Advisors, LLC | 795 | $162.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 875 | $179.3K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 971 | $198.0K | 0.00% | +56+6.1% | Added |
| Cary Street Partner Investment Advisory LLC | 967 | $198.1K | 0.01% | +967 | New |
| Mirova | 975 | $199.8K | 0.03% | +100+11.4% | Added |
| Cook Wealth Management Group LLC | 980 | $200.8K | 0.19% | −116−10.6% | Reduced |
| MAI Capital Management | 984 | $201.6K | 0.00% | +984 | New |
| Fort Washington Investment Advisors Inc | 993 | $204.0K | 0.00% | −661−40.0% | Reduced |
| Icon Wealth Advisors, LLC | 997 | $204.3K | 0.02% | +997 | New |
| NorthRock Partners, LLC | 998 | $204.4K | 0.02% | +998 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 998 | $204.5K | 0.09% | +998 | New |
| Cim Investment Mangement Inc | 1,010 | $206.9K | 0.08% | +1,010 | New |
| Cowen and Company, LLC | 1,020 | $209.0K | 0.02% | −1,697−62.5% | Reduced |
| Gateway Investment Advisers LLC | 1,027 | $210.4K | 0.00% | +1,027 | New |
| Proequities, Inc. | 1,042 | $213.5K | 0.02% | −4−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 1,042 | $213.5K | 0.05% | +1,042 | New |