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 |
|---|---|---|---|---|---|
| Unigestion Holding SA | 3,958 | $822.5K | 0.04% | +3,958 | New |
| Laurel Wealth Advisors LLC | 4,015 | $822.6K | 0.19% | −190−4.5% | Reduced |
| Cetera Investment Advisers | 4,017 | $823.0K | 0.01% | +4,017 | New |
| United Community Bank | 4,065 | $832.9K | 0.81% | +15+0.4% | Added |
| Fiduciary Trust Co | 4,105 | $841.1K | 0.02% | −195−4.5% | Reduced |
| Lincoln National Corp | 4,131 | $846.4K | 0.02% | +594+16.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,181 | $856.6K | 0.19% | +188+4.7% | Added |
| Summit X, LLC | 4,033 | $875.1K | 0.25% | −23−0.6% | Reduced |
| Chicago Capital, LLC | 4,311 | $883.3K | 0.05% | −65−1.5% | Reduced |
| Vestcor Inc | 4,424 | $906.0K | 0.03% | −1,644−27.1% | Reduced |
| Itau Unibanco Holding S.A. | 4,367 | $906.6K | 0.04% | −576−11.7% | Reduced |
| PFG Advisors | 4,518 | $925.7K | 0.09% | −279−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,544 | $931.0K | 0.05% | −127−2.7% | Reduced |
| Integrated Advisors Network LLC | 4,594 | $941.3K | 0.06% | +142+3.2% | Added |
| Salem Investment Counselors Inc | 4,615 | $945.6K | 0.04% | +514+12.5% | Added |
| National Asset Management, Inc. | 4,809 | $985.3K | 0.03% | +939+24.3% | Added |
| KLK Capital Management LLC | 4,830 | $989.6K | 1.36% | +100+2.1% | Added |
| Kinneret Advisory, LLC | 4,846 | $992.9K | 0.13% | +437+9.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,847 | $993.0K | 0.03% | +2,551+111.1% | Added |
| Empirical Finance, LLC | 4,899 | $1.00M | 0.10% | +390+8.6% | Added |
| L & S Advisors Inc | 4,929 | $1.01M | 0.19% | +4,929 | New |
| Cipher Capital LP | 4,969 | $1.02M | 0.19% | +4,969 | New |
| Metis Global Partners, LLC | 4,971 | $1.02M | 0.09% | +2,174+77.7% | Added |
| Quadrature Capital Ltd | 4,990 | $1.02M | 0.03% | −60,116−92.3% | Reduced |
| Beacon Financial Group | 5,013 | $1.03M | 0.14% | +83+1.7% | Added |
| Carmel Capital Partners, LLC | 5,020 | $1.03M | 0.71% | −176−3.4% | Reduced |
| Captrust Financial Advisors | 5,026 | $1.03M | 0.01% | −42−0.8% | Reduced |
| First Horizon Advisors, Inc. | 5,032 | $1.03M | 0.04% | −10−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,083 | $1.04M | 0.10% | −11,827−69.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,149 | $1.05M | 0.02% | −76−1.5% | Reduced |
| Waratah Capital Advisors Ltd. | 5,160 | $1.06M | 0.07% | −43,789−89.5% | Reduced |
| Natixis Investment Managers International | 5,180 | $1.06M | 0.08% | +1,755+51.2% | Added |
| Davy Global Fund Management Ltd | 5,206 | $1.07M | 0.22% | −711−12.0% | Reduced |
| Banque Cantonale Vaudoise | 5,244 | $1.07M | 0.06% | +45+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,275 | $1.08M | 0.03% | +2,224+72.9% | Added |
| Versor Investments LP | 5,391 | $1.10M | 0.09% | +5,391 | New |
| Lombard Odier Asset Management (Europe) Ltd | 5,600 | $1.15M | 0.05% | −9,884−63.8% | Reduced |
| Herold Advisors, Inc. | 5,600 | $1.15M | 0.49% | −200−3.4% | Reduced |
| World Equity Group, Inc. | 5,610 | $1.15M | 0.27% | +209+3.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,260 | $1.15M | 0.70% | +303+6.1% | Added |
| Everence Capital Management Inc | 5,698 | $1.17M | 0.10% | −2,190−27.8% | Reduced |
| HF Advisory Group, LLC | 5,781 | $1.18M | 1.20% | +5,781 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,822 | $1.19M | 0.03% | −1,105−16.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,993 | $1.23M | 0.25% | −132−2.2% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.23M | 0.95% | −3,000−33.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,005 | $1.23M | 0.00% | −156−2.5% | Reduced |
| Smith, Salley & Associates | 6,069 | $1.24M | 0.11% | −21−0.3% | Reduced |
| Geneos Wealth Management Inc. | 6,082 | $1.25M | 0.08% | −812−11.8% | Reduced |
| Bishop Rock Capital, L.P. | 6,173 | $1.26M | 1.69% | −13,323−68.3% | Reduced |
| Duality Advisers, LP | 6,273 | $1.29M | 0.15% | −16,442−72.4% | Reduced |
| Ethic Inc. | 6,290 | $1.29M | 0.07% | +332+5.6% | Added |
| Pathstone Family Office, LLC | 8,349 | $1.30M | 0.03% | +3,623+76.7% | Added |
| North Star Asset Management Inc | 6,340 | $1.30M | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,340 | $1.30M | 0.03% | +225+3.7% | Added |
| Bank Ozk | 6,393 | $1.31M | 0.65% | +337+5.6% | Added |
| Jefferies Financial Group Inc. | 6,453 | $1.32M | 0.02% | +6,453 | New |
| Kids Capital Management, L.P. | 6,500 | $1.33M | 4.74% | +6,500 | New |
| Boston Financial Mangement LLC | 6,519 | $1.34M | 0.05% | +926+16.6% | Added |
| Harbert Fund Advisors, Inc. | 6,575 | $1.35M | 1.16% | −3,425−34.3% | Reduced |
| Allstate Corp | 6,602 | $1.35M | 0.04% | +143+2.2% | Added |
| Allstate Investment Management Co | 6,602 | $1.35M | 0.04% | +6,602 | New |
| Chesley Taft & Associates LLC | 6,610 | $1.35M | 0.09% | −60−0.9% | Reduced |
| Marshall Financial Group Inc | 6,643 | $1.36M | 0.58% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,684 | $1.37M | 0.12% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,762 | $1.39M | 0.38% | +329+5.1% | Added |
| Orion Portfolio Solutions, LLC | 6,816 | $1.40M | 0.05% | +162+2.4% | Added |
| Carret Asset Management, LLC | 6,891 | $1.41M | 0.20% | −15−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 6,917 | $1.42M | 0.16% | −335−4.6% | Reduced |
| Byrne Asset Management LLC | 7,023 | $1.44M | 1.04% | −285−3.9% | Reduced |
| Prudential PLC | 7,034 | $1.44M | 0.02% | +3,559+102.4% | Added |
| Graham Capital Management, L.P. | 7,148 | $1.46M | 0.06% | +470+7.0% | Added |
| JustInvest LLC | 7,181 | $1.47M | 0.06% | −3,819−34.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,269 | $1.49M | 0.03% | −288−3.8% | Reduced |
| Veriti Management LLC | 7,292 | $1.49M | 0.20% | −590−7.5% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.52M | 1.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,424 | $1.52M | 0.00% | −2,465−24.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,430 | $1.52M | 0.06% | −16,830−69.4% | Reduced |
| Credential Qtrade Securities Inc. | 7,431 | $1.52M | 0.11% | −107−1.4% | Reduced |
| Kestra Advisory Services, LLC | 7,450 | $1.53M | 0.01% | −1,534−17.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,504 | $1.54M | 0.23% | −12,890−63.2% | Reduced |
| Change Path, LLC | 7,620 | $1.56M | 0.09% | −211−2.7% | Reduced |
| Patton Fund Management, Inc. | 7,696 | $1.58M | 0.46% | −137−1.7% | Reduced |
| WealthShield Partners, LLC | 7,766 | $1.59M | 0.30% | +1,629+26.5% | Added |
| Creative Planning | 7,787 | $1.60M | 0.00% | +1,411+22.1% | Added |
| Greenup Street Wealth Management LLC | 7,905 | $1.62M | 0.68% | −123−1.5% | Reduced |
| Semmax Financial Advisors Inc. | 7,324 | $1.62M | 0.65% | +688+10.4% | Added |
| Blair William & Co | 7,940 | $1.63M | 0.01% | +2,922+58.2% | Added |
| Chartwell Investment Partners, LLC | 8,199 | $1.68M | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,290 | $1.68M | 0.00% | +1,935+30.4% | Added |
| Thrivent Financial for Lutherans | 8,298 | $1.70M | 0.00% | −6−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 8,301 | $1.70M | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,458 | $1.73M | 0.08% | +1,125+15.3% | Added |
| Gsa Capital Partners LLP | 8,533 | $1.75M | 0.22% | +2,864+50.5% | Added |
| Achmea Investment Management B.V. | 9,156 | $1.76M | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,724 | $1.79M | 0.05% | +210+2.5% | Added |
| Ci Investments Inc. | 8,873 | $1.82M | 0.01% | +261+3.0% | Added |
| Resources Investment Advisors, LLC. | 8,901 | $1.82M | 0.05% | +1,247+16.3% | Added |
| New Mexico Educational Retirement Board | 8,900 | $1.82M | 0.10% | −800−8.2% | Reduced |
| Stonebridge Capital Advisors LLC | 9,167 | $1.88M | 0.22% | +209+2.3% | Added |
| Global Retirement Partners, LLC | 9,173 | $1.88M | 0.13% | −29−0.3% | Reduced |