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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 4,990 | $1.02M | 0.03% | −60,116−92.3% | Reduced |
| Metis Global Partners, LLC | 4,971 | $1.02M | 0.09% | +2,174+77.7% | Added |
| Cipher Capital LP | 4,969 | $1.02M | 0.19% | +4,969 | New |
| L & S Advisors Inc | 4,929 | $1.01M | 0.19% | +4,929 | New |
| Empirical Finance, LLC | 4,899 | $1.00M | 0.10% | +390+8.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,847 | $993.0K | 0.03% | +2,551+111.1% | Added |
| Kinneret Advisory, LLC | 4,846 | $992.9K | 0.13% | +437+9.9% | Added |
| KLK Capital Management LLC | 4,830 | $989.6K | 1.36% | +100+2.1% | Added |
| National Asset Management, Inc. | 4,809 | $985.3K | 0.03% | +939+24.3% | Added |
| Salem Investment Counselors Inc | 4,615 | $945.6K | 0.04% | +514+12.5% | Added |
| Integrated Advisors Network LLC | 4,594 | $941.3K | 0.06% | +142+3.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,544 | $931.0K | 0.05% | −127−2.7% | Reduced |
| PFG Advisors | 4,518 | $925.7K | 0.09% | −279−5.8% | Reduced |
| Itau Unibanco Holding S.A. | 4,367 | $906.6K | 0.04% | −576−11.7% | Reduced |
| Vestcor Inc | 4,424 | $906.0K | 0.03% | −1,644−27.1% | Reduced |
| Chicago Capital, LLC | 4,311 | $883.3K | 0.05% | −65−1.5% | Reduced |
| Summit X, LLC | 4,033 | $875.1K | 0.25% | −23−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,181 | $856.6K | 0.19% | +188+4.7% | Added |
| Lincoln National Corp | 4,131 | $846.4K | 0.02% | +594+16.8% | Added |
| Fiduciary Trust Co | 4,105 | $841.1K | 0.02% | −195−4.5% | Reduced |
| United Community Bank | 4,065 | $832.9K | 0.81% | +15+0.4% | Added |
| Cetera Investment Advisers | 4,017 | $823.0K | 0.01% | +4,017 | New |
| Laurel Wealth Advisors LLC | 4,015 | $822.6K | 0.19% | −190−4.5% | Reduced |
| Unigestion Holding SA | 3,958 | $822.5K | 0.04% | +3,958 | New |
| Papp L Roy & Associates | 4,002 | $820.0K | 0.12% | +70+1.8% | Added |
| Money Concepts Capital Corp | 3,945 | $808.3K | 0.04% | −231−5.5% | Reduced |
| Wealthfront Advisers LLC | 3,930 | $805.2K | 0.00% | +1,261+47.2% | Added |
| Burns Matteson Capital Management, LLC | 3,908 | $800.7K | 0.53% | −33−0.8% | Reduced |
| Lyell Wealth Management, LP | 3,852 | $789.2K | 0.12% | −11−0.3% | Reduced |
| Phoenix Holdings Ltd. | 3,784 | $786.5K | 0.02% | −1,257−24.9% | Reduced |
| Continuum Advisory, LLC | 3,836 | $786.0K | 0.14% | +150+4.1% | Added |
| Humankind Investments LLC | 3,781 | $774.7K | 0.34% | +419+12.5% | Added |
| Liberty One Investment Management, LLC | 3,756 | $769.6K | 0.11% | −185−4.7% | Reduced |
| Biltmore Family Office, LLC | 3,707 | $759.5K | 0.16% | +3,707 | New |
| Swiss Life Asset Management Ltd | 3,688 | $758.3K | 0.01% | +2,361+177.9% | Added |
| Teza Capital Management LLC | 3,693 | $756.7K | 0.14% | −2,721−42.4% | Reduced |
| Dimension Capital Management LLC | 3,685 | $755.0K | 0.18% | 00.0% | Unchanged |
| Michael B. Yongue | 3,662 | $750.3K | 0.70% | −846−18.8% | Reduced |
| Congress Asset Management Co | 3,658 | $749.5K | 0.01% | +3,658 | New |
| Advisor Partners II, LLC | 3,633 | $744.4K | 0.05% | +880+32.0% | Added |
| Atria Wealth Solutions, Inc. | 3,630 | $743.8K | 0.01% | +54+1.5% | Added |
| Guardian Capital LP | 3,601 | $737.8K | 0.02% | −118−3.2% | Reduced |
| IVC Wealth Advisors LLC | 3,564 | $730.2K | 0.54% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,510 | $719.0K | 0.03% | +184+5.5% | Added |
| Client 1st Advisory Group, LLC | 3,507 | $718.5K | 0.42% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,432 | $703.2K | 0.07% | +391+12.9% | Added |
| First Pacific Advisors, LP | 3,385 | $693.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,383 | $693.1K | 0.35% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,342 | $685.0K | 0.55% | 00.0% | Unchanged |
| Veritable, L.P. | 3,334 | $683.1K | 0.01% | +430+14.8% | Added |
| Brookstone Capital Management | 3,326 | $683.0K | 0.01% | −769−18.8% | Reduced |
| AtonRa Partners | 3,330 | $682.3K | 0.87% | −1,371−29.2% | Reduced |
| Atlas Private Wealth Management | 3,325 | $681.3K | 0.31% | +40+1.2% | Added |
| Snowden Capital Advisors LLC | 3,298 | $675.7K | 0.03% | −291−8.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,276 | $671.2K | 0.05% | +309+10.4% | Added |
| Wall Street Access Asset Management, LLC | 3,249 | $665.7K | 0.50% | −34−1.0% | Reduced |
| Bridgewater Associates, LP | 3,215 | $658.7K | 0.00% | −20−0.6% | Reduced |
| Quantitative Investment Management, LLC | 3,159 | $647.0K | 0.12% | −7,261−69.7% | Reduced |
| Cetera Advisors LLC | 3,144 | $644.2K | 0.01% | +3,144 | New |
| Private Advisor Group, LLC | 10,942 | $640.6K | 0.03% | +1,752+19.1% | Added |
| Greenleaf Trust | 3,121 | $639.0K | 0.01% | +3+0.1% | Added |
| Meeder Advisory Services, Inc. | 3,101 | $635.4K | 0.08% | +3,101 | New |
| Fulton Bank, N.A. | 3,094 | $634.0K | 0.04% | −169−5.2% | Reduced |
| GWM Advisors LLC | 18,724 | $631.8K | 0.02% | +658+3.6% | Added |
| 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 |
| CWM, LLC | 3,038 | $623.0K | 0.00% | −816−21.2% | Reduced |
| V Wealth Advisors LLC | 3,038 | $622.5K | 0.13% | +1,318+76.6% | Added |
| Cumberland Partners Ltd | 3,000 | $614.7K | 0.06% | −1,250−29.4% | Reduced |
| S&CO Inc | 3,000 | $614.0K | 0.05% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,971 | $609.0K | 0.15% | −104−3.4% | Reduced |
| Bowman & Co S.C. | 2,968 | $608.1K | 0.47% | +281+10.5% | Added |
| Suvretta Capital Management, LLC | 2,959 | $606.3K | 0.03% | −354,726−99.2% | Reduced |
| Perigon Wealth Management, LLC | 2,915 | $597.3K | 0.04% | +577+24.7% | Added |
| Great Lakes Advisors, LLC | 2,890 | $592.1K | 0.03% | −231−7.4% | Reduced |
| Simplify Asset Management Inc. | 2,871 | $588.2K | 0.10% | +231+8.8% | Added |
| LMR Partners LLP | 2,842 | $582.3K | 0.01% | +559+24.5% | 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 |
| Apollon Wealth Management, LLC | 2,796 | $572.9K | 0.04% | +1,389+98.7% | Added |
| Wetherby Asset Management Inc | 2,751 | $563.7K | 0.04% | +325+13.4% | Added |
| Coldstream Capital Management Inc | 2,747 | $562.8K | 0.02% | +2,747 | New |
| Legato Capital Management LLC | 2,712 | $555.7K | 0.11% | +2,712 | New |
| 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 |
| Welch & Forbes LLC | 2,600 | $532.7K | 0.01% | −200−7.1% | Reduced |
| Hantz Financial Services, Inc. | 2,554 | $523.0K | 0.02% | +2,554 | New |
| Ameritas Investment Partners, Inc. | 2,242 | $512.9K | 0.02% | −127−5.4% | Reduced |
| Fifth Third Bancorp | 2,503 | $512.8K | 0.00% | −1,517−37.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,502 | $512.6K | 0.20% | +76+3.1% | Added |
| Alps Advisors Inc | 2,479 | $507.9K | 0.00% | −10−0.4% | Reduced |
| Paloma Partners Management Co | 2,470 | $506.1K | 0.11% | +2,470 | New |
| Strategic Blueprint, LLC | 2,469 | $505.9K | 0.06% | −19−0.8% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $503.8K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,444 | $501.0K | 0.33% | +20+0.8% | Added |
| Integrated Wealth Concepts LLC | 2,389 | $489.0K | 0.01% | −111−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,382 | $488.0K | 0.00% | −1,081−31.2% | Reduced |
| ProVise Management Group, LLC | 2,375 | $486.6K | 0.05% | −155−6.1% | Reduced |
| Partners Capital Investment Group, LLP | 2,374 | $486.4K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,358 | $483.0K | 0.33% | +2,358 | New |