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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 2,091 | $428.5K | 0.06% | −2,590−55.3% | Reduced |
| John G Ullman & Associates Inc | 2,100 | $430.0K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,105 | $431.0K | 0.01% | +207+10.9% | Added |
| Moody National Bank Trust Division | 2,103 | $431.0K | 0.04% | +258+14.0% | Added |
| Cutter & CO Brokerage, Inc. | 2,123 | $435.0K | 0.15% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,130 | $436.4K | 0.33% | −117−5.2% | Reduced |
| Trust Asset Management LLC | 2,134 | $437.2K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,136 | $437.6K | 0.36% | +5+0.2% | Added |
| Ironsides Asset Advisors, LLC | 2,145 | $439.0K | 0.20% | +185+9.4% | Added |
| Quantamental Technologies LLC | 2,153 | $441.1K | 0.20% | −6,290−74.5% | Reduced |
| Veracity Capital LLC | 2,161 | $442.8K | 0.21% | +14+0.7% | Added |
| Outlook Wealth Advisors, LLC | 2,183 | $447.3K | 0.21% | +61+2.9% | Added |
| Meridian Wealth Management, LLC | 2,188 | $448.3K | 0.04% | +10+0.5% | Added |
| Level Four Advisory Services, LLC | 2,203 | $451.4K | 0.03% | +2,203 | New |
| FDx Advisors, Inc. | 2,210 | $453.0K | 0.02% | −126−5.4% | Reduced |
| Leonteq Securities AG | 2,225 | $455.9K | 0.02% | +781+54.1% | Added |
| Pitcairn Co | 2,242 | $459.4K | 0.05% | −129−5.4% | Reduced |
| Symmetry Partners, LLC | 2,244 | $460.0K | 0.03% | +290+14.8% | Added |
| Lumature Wealth Partners, LLC | 2,254 | $461.8K | 0.26% | +216+10.6% | Added |
| Sentry Investment Management LLC | 2,257 | $462.0K | 0.20% | +724+47.2% | Added |
| Principal Street Partners, LLC | 2,281 | $467.4K | 0.12% | −767−25.2% | Reduced |
| Verition Fund Management LLC | 2,282 | $467.6K | 0.01% | −9,844−81.2% | Reduced |
| Cigna Investments Inc | 2,286 | $468.0K | 0.10% | 00.0% | Unchanged |
| Ardevora Asset Management LLP | 2,300 | $471.0K | 0.01% | −241,839−99.1% | Reduced |
| Neo Ivy Capital Management | 2,358 | $483.0K | 0.33% | +2,358 | New |
| Partners Capital Investment Group, LLP | 2,374 | $486.4K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,375 | $486.6K | 0.05% | −155−6.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,382 | $488.0K | 0.00% | −1,081−31.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,389 | $489.0K | 0.01% | −111−4.4% | Reduced |
| Magnolia Capital Advisors LLC | 2,444 | $501.0K | 0.33% | +20+0.8% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $503.8K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,469 | $505.9K | 0.06% | −19−0.8% | Reduced |
| Paloma Partners Management Co | 2,470 | $506.1K | 0.11% | +2,470 | New |
| Alps Advisors Inc | 2,479 | $507.9K | 0.00% | −10−0.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,502 | $512.6K | 0.20% | +76+3.1% | Added |
| Fifth Third Bancorp | 2,503 | $512.8K | 0.00% | −1,517−37.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,242 | $512.9K | 0.02% | −127−5.4% | Reduced |
| Hantz Financial Services, Inc. | 2,554 | $523.0K | 0.02% | +2,554 | New |
| Welch & Forbes LLC | 2,600 | $532.7K | 0.01% | −200−7.1% | Reduced |
| Lido Advisors, LLC | 2,690 | $551.2K | 0.01% | +12+0.4% | Added |
| Fox Run Management, L.L.C. | 2,690 | $551.2K | 0.22% | +848+46.0% | Added |
| Legato Capital Management LLC | 2,712 | $555.7K | 0.11% | +2,712 | New |
| Coldstream Capital Management Inc | 2,747 | $562.8K | 0.02% | +2,747 | New |
| Wetherby Asset Management Inc | 2,751 | $563.7K | 0.04% | +325+13.4% | Added |
| Apollon Wealth Management, LLC | 2,796 | $572.9K | 0.04% | +1,389+98.7% | Added |
| Platform Technology Partners | 2,800 | $573.7K | 0.30% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,800 | $573.7K | 0.02% | +200+7.7% | Added |
| LMR Partners LLP | 2,842 | $582.3K | 0.01% | +559+24.5% | Added |
| Simplify Asset Management Inc. | 2,871 | $588.2K | 0.10% | +231+8.8% | Added |
| Great Lakes Advisors, LLC | 2,890 | $592.1K | 0.03% | −231−7.4% | Reduced |
| Perigon Wealth Management, LLC | 2,915 | $597.3K | 0.04% | +577+24.7% | Added |
| Suvretta Capital Management, LLC | 2,959 | $606.3K | 0.03% | −354,726−99.2% | Reduced |
| Bowman & Co S.C. | 2,968 | $608.1K | 0.47% | +281+10.5% | Added |
| Strategy Asset Managers LLC | 2,971 | $609.0K | 0.15% | −104−3.4% | Reduced |
| S&CO Inc | 3,000 | $614.0K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 3,000 | $614.7K | 0.06% | −1,250−29.4% | Reduced |
| V Wealth Advisors LLC | 3,038 | $622.5K | 0.13% | +1,318+76.6% | Added |
| CWM, LLC | 3,038 | $623.0K | 0.00% | −816−21.2% | Reduced |
| Baldwin Investment Management, LLC | 3,075 | $630.0K | 0.11% | −192−5.9% | Reduced |
| ETF Managers Group, LLC | 3,075 | $630.0K | 0.03% | +112+3.8% | Added |
| GWM Advisors LLC | 18,724 | $631.8K | 0.02% | +658+3.6% | Added |
| Fulton Bank, N.A. | 3,094 | $634.0K | 0.04% | −169−5.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,101 | $635.4K | 0.08% | +3,101 | New |
| Greenleaf Trust | 3,121 | $639.0K | 0.01% | +3+0.1% | Added |
| Private Advisor Group, LLC | 10,942 | $640.6K | 0.03% | +1,752+19.1% | Added |
| Cetera Advisors LLC | 3,144 | $644.2K | 0.01% | +3,144 | New |
| Quantitative Investment Management, LLC | 3,159 | $647.0K | 0.12% | −7,261−69.7% | Reduced |
| Bridgewater Associates, LP | 3,215 | $658.7K | 0.00% | −20−0.6% | Reduced |
| Wall Street Access Asset Management, LLC | 3,249 | $665.7K | 0.50% | −34−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,276 | $671.2K | 0.05% | +309+10.4% | Added |
| Snowden Capital Advisors LLC | 3,298 | $675.7K | 0.03% | −291−8.1% | Reduced |
| Atlas Private Wealth Management | 3,325 | $681.3K | 0.31% | +40+1.2% | Added |
| AtonRa Partners | 3,330 | $682.3K | 0.87% | −1,371−29.2% | Reduced |
| Brookstone Capital Management | 3,326 | $683.0K | 0.01% | −769−18.8% | Reduced |
| Veritable, L.P. | 3,334 | $683.1K | 0.01% | +430+14.8% | Added |
| Ratan Capital Management LP | 3,342 | $685.0K | 0.55% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,383 | $693.1K | 0.35% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 3,385 | $693.6K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,432 | $703.2K | 0.07% | +391+12.9% | Added |
| Client 1st Advisory Group, LLC | 3,507 | $718.5K | 0.42% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,510 | $719.0K | 0.03% | +184+5.5% | Added |
| IVC Wealth Advisors LLC | 3,564 | $730.2K | 0.54% | 00.0% | Unchanged |
| Guardian Capital LP | 3,601 | $737.8K | 0.02% | −118−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 3,630 | $743.8K | 0.01% | +54+1.5% | Added |
| Advisor Partners II, LLC | 3,633 | $744.4K | 0.05% | +880+32.0% | Added |
| Congress Asset Management Co | 3,658 | $749.5K | 0.01% | +3,658 | New |
| Michael B. Yongue | 3,662 | $750.3K | 0.70% | −846−18.8% | Reduced |
| Dimension Capital Management LLC | 3,685 | $755.0K | 0.18% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,693 | $756.7K | 0.14% | −2,721−42.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,688 | $758.3K | 0.01% | +2,361+177.9% | Added |
| Biltmore Family Office, LLC | 3,707 | $759.5K | 0.16% | +3,707 | New |
| Liberty One Investment Management, LLC | 3,756 | $769.6K | 0.11% | −185−4.7% | Reduced |
| Humankind Investments LLC | 3,781 | $774.7K | 0.34% | +419+12.5% | Added |
| Continuum Advisory, LLC | 3,836 | $786.0K | 0.14% | +150+4.1% | Added |
| Phoenix Holdings Ltd. | 3,784 | $786.5K | 0.02% | −1,257−24.9% | Reduced |
| Lyell Wealth Management, LP | 3,852 | $789.2K | 0.12% | −11−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 3,908 | $800.7K | 0.53% | −33−0.8% | Reduced |
| Wealthfront Advisers LLC | 3,930 | $805.2K | 0.00% | +1,261+47.2% | Added |
| Money Concepts Capital Corp | 3,945 | $808.3K | 0.04% | −231−5.5% | Reduced |
| Papp L Roy & Associates | 4,002 | $820.0K | 0.12% | +70+1.8% | Added |