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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 1,046 | $214.2K | 0.05% | +1,046 | New |
| Confluence Wealth Services, Inc. | 1,054 | $216.0K | 0.06% | +1,054 | New |
| Zeke Capital Advisors, LLC | 1,055 | $216.2K | 0.01% | −126−10.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,064 | $218.0K | 0.05% | −44−4.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,070 | $219.2K | 0.23% | +1,070 | New |
| Callan Capital, LLC | 1,074 | $220.1K | 0.03% | +1,074 | New |
| Beacon Pointe Advisors, LLC | 1,074 | $220.1K | 0.00% | +1,074 | New |
| Aprio Wealth Management, LLC | 1,078 | $220.9K | 0.08% | −35−3.1% | Reduced |
| Conning Inc. | 1,080 | $221.3K | 0.01% | +1,080 | New |
| Brown Advisory Inc | 1,085 | $222.3K | 0.00% | −102−8.6% | Reduced |
| Algert Global LLC | 1,100 | $225.4K | 0.01% | +1,100 | New |
| Glenview Trust Co | 1,103 | $226.0K | 0.01% | +1,103 | New |
| MQS Management LLC | 1,120 | $229.5K | 0.16% | −4,146−78.7% | Reduced |
| Bridgefront Capital, LLC | 1,137 | $233.0K | 0.16% | −2,817−71.2% | Reduced |
| Shelton Capital Management | 1,146 | $234.8K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,301 | $235.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,149 | $235.4K | 0.00% | +448+63.9% | Added |
| High Net Worth Advisory Group LLC | 1,150 | $235.6K | 0.09% | 00.0% | Unchanged |
| Regions Financial Corp | 1,152 | $236.0K | 0.00% | −44−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,174 | $240.4K | 0.04% | −274−18.9% | Reduced |
| Seeyond | 1,207 | $247.3K | 0.02% | −3−0.2% | Reduced |
| Pacer Advisors, Inc. | 1,211 | $248.1K | 0.00% | −2,276−65.3% | Reduced |
| Zions Bancorporation, N.A. | 1,217 | $249.4K | 0.02% | −276−18.5% | Reduced |
| Peterson Wealth Services | 1,242 | $254.5K | 0.15% | +31+2.6% | Added |
| Gladstone Institutional Advisory LLC | 1,273 | $260.8K | 0.02% | −177−12.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,284 | $263.1K | 0.14% | +1,284 | New |
| Precision Wealth Strategies, LLC | 1,287 | $263.7K | 0.27% | −14−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,292 | $264.7K | 0.06% | −3,732−74.3% | Reduced |
| Dynamic Advisor Solutions LLC | 1,296 | $265.5K | 0.02% | −98−7.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,300 | $266.4K | 0.04% | −1,000−43.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,301 | $266.6K | 0.14% | −464−26.3% | Reduced |
| Accretive Wealth Partners, LLC | 1,310 | $268.4K | 0.18% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,311 | $268.6K | 0.09% | +7+0.5% | Added |
| Center for Financial Planning, Inc. | 1,312 | $268.8K | 0.07% | +220+20.1% | Added |
| Cahaba Wealth Management, Inc. | 1,317 | $269.8K | 0.03% | +15+1.2% | Added |
| Klingenstein Fields & Co LP | 1,321 | $270.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,328 | $272.1K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,330 | $272.5K | 0.08% | −23−1.7% | Reduced |
| Vident Investment Advisory, LLC | 1,332 | $272.9K | 0.01% | +1,332 | New |
| Andesa Financial Management Inc. | 1,345 | $275.6K | 0.15% | −748−35.7% | Reduced |
| Fort, L.P. | 1,346 | $275.8K | 0.42% | −897−40.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,354 | $277.4K | 0.03% | −75−5.2% | Reduced |
| Arkadios Wealth Advisors | 1,362 | $279.1K | 0.04% | +7+0.5% | Added |
| Bremer Bank National Association | 1,365 | $280.0K | 0.05% | −11−0.8% | Reduced |
| Enterprise Financial Services Corp | 1,446 | $296.3K | 0.20% | +9+0.6% | Added |
| Gabelli Funds LLC | 1,450 | $297.1K | 0.00% | +1,450 | New |
| AlphaQ Advisors LLC | 1,451 | $297.3K | 0.26% | +1,451 | New |
| MTM Investment Management, LLC | 1,453 | $297.7K | 0.15% | −54−3.6% | Reduced |
| Allred Capital Management, LLC | 1,460 | $299.1K | 0.16% | −4−0.3% | Reduced |
| Angeles Wealth Management, LLC | 1,471 | $301.4K | 0.05% | −52−3.4% | Reduced |
| Nova R Wealth, Inc. | 1,473 | $301.8K | 0.22% | −19−1.3% | Reduced |
| Mutual Advisors, LLC | 1,476 | $302.4K | 0.01% | +42+2.9% | Added |
| CAPROCK Group, Inc. | 1,482 | $303.6K | 0.03% | +294+24.7% | Added |
| Avantax Advisory Services, Inc. | 1,505 | $308.4K | 0.00% | +95+6.7% | Added |
| Great Valley Advisor Group, Inc. | 1,505 | $308.4K | 0.02% | +1,505 | New |
| Sequoia Financial Advisors, LLC | 1,525 | $312.5K | 0.01% | +1,525 | New |
| Quarry LP | 1,589 | $325.6K | 0.36% | +1,589 | New |
| Siemens Fonds Invest GmbH | 1,601 | $328.0K | 0.03% | −246−13.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,604 | $328.6K | 0.02% | +54+3.5% | Added |
| Ossiam | 1,606 | $329.1K | 0.01% | +107+7.1% | Added |
| Checchi Capital Advisers, LLC | 1,610 | $329.9K | 0.03% | −25−1.5% | Reduced |
| 9258 Wealth Management, LLC | 1,612 | $330.3K | 0.07% | +26+1.6% | Added |
| CIBC World Markets Inc. | 1,630 | $334.0K | 0.00% | −1,182−42.0% | Reduced |
| Clarius Group, LLC | 1,629 | $334.0K | 0.03% | +54+3.4% | Added |
| Poplar Forest Capital LLC | 1,651 | $338.3K | 0.04% | +1,651 | New |
| Clear Street Markets LLC | 1,657 | $340.0K | 0.07% | +873+111.4% | Added |
| Colony Group LLC | 1,667 | $342.0K | 0.00% | +1,667 | New |
| MSH Capital Advisors LLC | 1,694 | $347.1K | 0.16% | +62+3.8% | Added |
| EFG Asset Management (Americas) Corp. | 1,714 | $351.2K | 0.09% | +5+0.3% | Added |
| Virtu Financial LLC | 1,724 | $353.0K | 0.05% | −27,345−94.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,730 | $354.5K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,731 | $354.7K | 0.05% | +272+18.6% | Added |
| Fundamentun, LLC | 1,732 | $354.9K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,741 | $356.7K | 0.02% | +1,741 | New |
| HBK Sorce Advisory LLC | 1,748 | $358.0K | 0.01% | +1,748 | New |
| Altfest L J & Co Inc | 1,754 | $359.0K | 0.06% | −25−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,763 | $361.0K | 0.01% | −3−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,793 | $367.4K | 0.06% | +100+5.9% | Added |
| BCJ Capital Management, LLC | 1,801 | $369.0K | 0.04% | −458−20.3% | Reduced |
| Edge Capital Group, LLC | 1,835 | $376.0K | 0.03% | +1,835 | New |
| Wedmont Private Capital | 1,842 | $378.3K | 0.06% | +411+28.7% | Added |
| Flputnam Investment Management Co | 1,859 | $380.9K | 0.01% | +51+2.8% | Added |
| Principle Wealth Partners LLC | 1,920 | $393.4K | 0.04% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,935 | $396.5K | 0.30% | +364+23.2% | Added |
| NVWM, LLC | 1,958 | $401.2K | 0.15% | −1,039−34.7% | Reduced |
| Blueshift Asset Management, LLC | 1,962 | $402.0K | 0.19% | −5,187−72.6% | Reduced |
| Signaturefd, LLC | 1,962 | $402.0K | 0.01% | +172+9.6% | Added |
| AMG National Trust Bank | 1,975 | $404.7K | 0.01% | +38+2.0% | Added |
| Regatta Capital Group, LLC | 1,977 | $405.1K | 0.14% | −72−3.5% | Reduced |
| KRS Capital Management, LLC | 1,990 | $407.7K | 0.56% | −25−1.2% | Reduced |
| Inceptionr LLC | 1,990 | $407.7K | 0.21% | +1,990 | New |
| Park Avenue Securities LLC | 2,002 | $410.0K | 0.01% | −799−28.5% | Reduced |
| Meeder Asset Management Inc | 2,007 | $411.2K | 0.04% | −1,527−43.2% | Reduced |
| We Are One Seven, LLC | 2,040 | $418.0K | 0.04% | −432−17.5% | Reduced |
| Virtue Capital Management, LLC | 2,042 | $418.3K | 0.06% | −277−11.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,044 | $418.8K | 0.10% | +250+13.9% | Added |
| Keybank National Association | 2,077 | $425.6K | 0.00% | −254−10.9% | Reduced |
| Busey Wealth Management | 2,080 | $426.2K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,080 | $426.2K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,090 | $428.2K | 0.10% | +2,090 | New |