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 | 940 | $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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 11,721 | $2.40M | 0.02% | −81,669−87.4% | Reduced |
| FORA Capital, LLC | 11,662 | $2.39M | 0.39% | −1,037−8.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,438 | $2.34M | 1.72% | −499−4.2% | Reduced |
| Richard Bernstein Advisors LLC | 11,373 | $2.33M | 0.05% | +11,373 | New |
| Guggenheim Capital LLC | 10,995 | $2.25M | 0.02% | −1,960−15.1% | Reduced |
| La Banque Postale Asset Management SA | 10,906 | $2.23M | 0.06% | +10,906 | New |
| Eversept Partners, LP | 10,889 | $2.23M | 0.21% | +2,592+31.2% | Added |
| Foundations Investment Advisors, LLC | 10,843 | $2.22M | 0.09% | −7,771−41.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,776 | $2.21M | 0.18% | −499−4.4% | Reduced |
| Copperleaf Capital, LLC | 10,721 | $2.20M | 2.53% | −1,578−12.8% | Reduced |
| Advisors Asset Management, Inc. | 10,648 | $2.18M | 0.04% | −529−4.7% | Reduced |
| SYSTM Wealth Solutions LLC | 10,643 | $2.18M | 0.27% | +10,643 | New |
| Harrell Investment Partners, LLC | 10,594 | $2.17M | 0.85% | −1,882−15.1% | Reduced |
| Metropolitan Life Insurance Co | 10,534 | $2.16M | 0.10% | −282−2.6% | Reduced |
| Sumitomo Life Insurance Co | 10,439 | $2.14M | 0.16% | −166−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 10,194 | $2.12M | 0.28% | −3,100−23.3% | Reduced |
| Archford Capital Strategies, LLC | 10,230 | $2.10M | 0.48% | +388+3.9% | Added |
| Advisory Services Network, LLC | 9,873 | $2.02M | 0.06% | +3,642+58.4% | Added |
| Perpetual Investment Management Ltd | 9,850 | $2.02M | 0.24% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,643 | $1.98M | 0.01% | +74+0.8% | Added |
| Illinois Municipal Retirement Fund | 9,589 | $1.97M | 0.04% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,483 | $1.94M | 1.08% | +121+1.3% | Added |
| Walleye Trading LLC | 9,470 | $1.94M | 0.05% | +9,470 | New |
| Icon Advisers Inc | 9,238 | $1.89M | 0.48% | +4,800+108.2% | Added |
| Global Retirement Partners, LLC | 9,173 | $1.88M | 0.13% | −29−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 9,167 | $1.88M | 0.22% | +209+2.3% | Added |
| New Mexico Educational Retirement Board | 8,900 | $1.82M | 0.10% | −800−8.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,901 | $1.82M | 0.05% | +1,247+16.3% | Added |
| Ci Investments Inc. | 8,873 | $1.82M | 0.01% | +261+3.0% | Added |
| Exchange Traded Concepts, LLC | 8,724 | $1.79M | 0.05% | +210+2.5% | Added |
| Achmea Investment Management B.V. | 9,156 | $1.76M | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,533 | $1.75M | 0.22% | +2,864+50.5% | Added |
| Parallel Advisors, LLC | 8,458 | $1.73M | 0.08% | +1,125+15.3% | Added |
| E. Ohman J:or Asset Management AB | 8,301 | $1.70M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,298 | $1.70M | 0.00% | −6−0.1% | Reduced |
| HighTower Advisors, LLC | 8,290 | $1.68M | 0.00% | +1,935+30.4% | Added |
| Chartwell Investment Partners, LLC | 8,199 | $1.68M | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 7,940 | $1.63M | 0.01% | +2,922+58.2% | Added |
| Semmax Financial Advisors Inc. | 7,324 | $1.62M | 0.65% | +688+10.4% | Added |
| Greenup Street Wealth Management LLC | 7,905 | $1.62M | 0.68% | −123−1.5% | Reduced |
| Creative Planning | 7,787 | $1.60M | 0.00% | +1,411+22.1% | Added |
| WealthShield Partners, LLC | 7,766 | $1.59M | 0.30% | +1,629+26.5% | Added |
| Patton Fund Management, Inc. | 7,696 | $1.58M | 0.46% | −137−1.7% | Reduced |
| Change Path, LLC | 7,620 | $1.56M | 0.09% | −211−2.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,504 | $1.54M | 0.23% | −12,890−63.2% | Reduced |
| Kestra Advisory Services, LLC | 7,450 | $1.53M | 0.01% | −1,534−17.1% | Reduced |
| Credential Qtrade Securities Inc. | 7,431 | $1.52M | 0.11% | −107−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,430 | $1.52M | 0.06% | −16,830−69.4% | Reduced |
| Fisher Asset Management, LLC | 7,424 | $1.52M | 0.00% | −2,465−24.9% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.52M | 1.07% | 00.0% | Unchanged |
| Veriti Management LLC | 7,292 | $1.49M | 0.20% | −590−7.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,269 | $1.49M | 0.03% | −288−3.8% | Reduced |
| JustInvest LLC | 7,181 | $1.47M | 0.06% | −3,819−34.7% | Reduced |
| Graham Capital Management, L.P. | 7,148 | $1.46M | 0.06% | +470+7.0% | Added |
| Prudential PLC | 7,034 | $1.44M | 0.02% | +3,559+102.4% | Added |
| Byrne Asset Management LLC | 7,023 | $1.44M | 1.04% | −285−3.9% | Reduced |
| Adell Harriman & Carpenter Inc | 6,917 | $1.42M | 0.16% | −335−4.6% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.41M | 0.20% | −15−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 6,816 | $1.40M | 0.05% | +162+2.4% | Added |
| Consolidated Planning Corp | 6,762 | $1.39M | 0.38% | +329+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,684 | $1.37M | 0.12% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 6,643 | $1.36M | 0.58% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,610 | $1.35M | 0.09% | −60−0.9% | 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 |
| Harbert Fund Advisors, Inc. | 6,575 | $1.35M | 1.16% | −3,425−34.3% | Reduced |
| Boston Financial Mangement LLC | 6,519 | $1.34M | 0.05% | +926+16.6% | Added |
| Kids Capital Management, L.P. | 6,500 | $1.33M | 4.74% | +6,500 | New |
| Jefferies Financial Group Inc. | 6,453 | $1.32M | 0.02% | +6,453 | New |
| Bank Ozk | 6,393 | $1.31M | 0.65% | +337+5.6% | 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 |
| Pathstone Family Office, LLC | 8,349 | $1.30M | 0.03% | +3,623+76.7% | Added |
| Ethic Inc. | 6,290 | $1.29M | 0.07% | +332+5.6% | Added |
| Duality Advisers, LP | 6,273 | $1.29M | 0.15% | −16,442−72.4% | Reduced |
| Bishop Rock Capital, L.P. | 6,173 | $1.26M | 1.69% | −13,323−68.3% | Reduced |
| Geneos Wealth Management Inc. | 6,082 | $1.25M | 0.08% | −812−11.8% | Reduced |
| Smith, Salley & Associates | 6,069 | $1.24M | 0.11% | −21−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,005 | $1.23M | 0.00% | −156−2.5% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.23M | 0.95% | −3,000−33.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,993 | $1.23M | 0.25% | −132−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,822 | $1.19M | 0.03% | −1,105−16.0% | Reduced |
| HF Advisory Group, LLC | 5,781 | $1.18M | 1.20% | +5,781 | New |
| Everence Capital Management Inc | 5,698 | $1.17M | 0.10% | −2,190−27.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,260 | $1.15M | 0.70% | +303+6.1% | Added |
| World Equity Group, Inc. | 5,610 | $1.15M | 0.27% | +209+3.9% | Added |
| Herold Advisors, Inc. | 5,600 | $1.15M | 0.49% | −200−3.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 5,600 | $1.15M | 0.05% | −9,884−63.8% | Reduced |
| Versor Investments LP | 5,391 | $1.10M | 0.09% | +5,391 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,275 | $1.08M | 0.03% | +2,224+72.9% | Added |
| Banque Cantonale Vaudoise | 5,244 | $1.07M | 0.06% | +45+0.9% | Added |
| Davy Global Fund Management Ltd | 5,206 | $1.07M | 0.22% | −711−12.0% | Reduced |
| Natixis Investment Managers International | 5,180 | $1.06M | 0.08% | +1,755+51.2% | Added |
| Waratah Capital Advisors Ltd. | 5,160 | $1.06M | 0.07% | −43,789−89.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,149 | $1.05M | 0.02% | −76−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,083 | $1.04M | 0.10% | −11,827−69.9% | Reduced |
| First Horizon Advisors, Inc. | 5,032 | $1.03M | 0.04% | −10−0.2% | Reduced |
| Captrust Financial Advisors | 5,026 | $1.03M | 0.01% | −42−0.8% | Reduced |
| Carmel Capital Partners, LLC | 5,020 | $1.03M | 0.71% | −176−3.4% | Reduced |
| Beacon Financial Group | 5,013 | $1.03M | 0.14% | +83+1.7% | Added |