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 |
|---|---|---|---|---|---|
| Ardevora Asset Management LLP | 2,300 | $471.0K | 0.01% | −241,839−99.1% | Reduced |
| Cigna Investments Inc | 2,286 | $468.0K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,282 | $467.6K | 0.01% | −9,844−81.2% | Reduced |
| Principal Street Partners, LLC | 2,281 | $467.4K | 0.12% | −767−25.2% | Reduced |
| Sentry Investment Management LLC | 2,257 | $462.0K | 0.20% | +724+47.2% | Added |
| Lumature Wealth Partners, LLC | 2,254 | $461.8K | 0.26% | +216+10.6% | Added |
| Symmetry Partners, LLC | 2,244 | $460.0K | 0.03% | +290+14.8% | Added |
| Pitcairn Co | 2,242 | $459.4K | 0.05% | −129−5.4% | Reduced |
| Leonteq Securities AG | 2,225 | $455.9K | 0.02% | +781+54.1% | Added |
| FDx Advisors, Inc. | 2,210 | $453.0K | 0.02% | −126−5.4% | Reduced |
| Level Four Advisory Services, LLC | 2,203 | $451.4K | 0.03% | +2,203 | New |
| Meridian Wealth Management, LLC | 2,188 | $448.3K | 0.04% | +10+0.5% | Added |
| Outlook Wealth Advisors, LLC | 2,183 | $447.3K | 0.21% | +61+2.9% | Added |
| Veracity Capital LLC | 2,161 | $442.8K | 0.21% | +14+0.7% | Added |
| Quantamental Technologies LLC | 2,153 | $441.1K | 0.20% | −6,290−74.5% | Reduced |
| Ironsides Asset Advisors, LLC | 2,145 | $439.0K | 0.20% | +185+9.4% | Added |
| Alliance Wealth Advisors, LLC | 2,136 | $437.6K | 0.36% | +5+0.2% | Added |
| Trust Asset Management LLC | 2,134 | $437.2K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,130 | $436.4K | 0.33% | −117−5.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,123 | $435.0K | 0.15% | 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 |
| John G Ullman & Associates Inc | 2,100 | $430.0K | 0.07% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,091 | $428.5K | 0.06% | −2,590−55.3% | Reduced |
| MidWestOne Financial Group, Inc. | 2,090 | $428.2K | 0.10% | +2,090 | New |
| 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 |
| Keybank National Association | 2,077 | $425.6K | 0.00% | −254−10.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,044 | $418.8K | 0.10% | +250+13.9% | Added |
| Virtue Capital Management, LLC | 2,042 | $418.3K | 0.06% | −277−11.9% | Reduced |
| We Are One Seven, LLC | 2,040 | $418.0K | 0.04% | −432−17.5% | Reduced |
| Meeder Asset Management Inc | 2,007 | $411.2K | 0.04% | −1,527−43.2% | Reduced |
| Park Avenue Securities LLC | 2,002 | $410.0K | 0.01% | −799−28.5% | 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 |
| Regatta Capital Group, LLC | 1,977 | $405.1K | 0.14% | −72−3.5% | Reduced |
| AMG National Trust Bank | 1,975 | $404.7K | 0.01% | +38+2.0% | Added |
| 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 |
| NVWM, LLC | 1,958 | $401.2K | 0.15% | −1,039−34.7% | Reduced |
| Tranquilli Financial Advisor LLC | 1,935 | $396.5K | 0.30% | +364+23.2% | Added |
| Principle Wealth Partners LLC | 1,920 | $393.4K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,859 | $380.9K | 0.01% | +51+2.8% | Added |
| Wedmont Private Capital | 1,842 | $378.3K | 0.06% | +411+28.7% | Added |
| Edge Capital Group, LLC | 1,835 | $376.0K | 0.03% | +1,835 | New |
| BCJ Capital Management, LLC | 1,801 | $369.0K | 0.04% | −458−20.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,793 | $367.4K | 0.06% | +100+5.9% | Added |
| Stock Yards Bank & Trust Co | 1,763 | $361.0K | 0.01% | −3−0.2% | Reduced |
| Altfest L J & Co Inc | 1,754 | $359.0K | 0.06% | −25−1.4% | Reduced |
| HBK Sorce Advisory LLC | 1,748 | $358.0K | 0.01% | +1,748 | New |
| Valeo Financial Advisors, LLC | 1,741 | $356.7K | 0.02% | +1,741 | New |
| Fundamentun, LLC | 1,732 | $354.9K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,731 | $354.7K | 0.05% | +272+18.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,730 | $354.5K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,724 | $353.0K | 0.05% | −27,345−94.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,714 | $351.2K | 0.09% | +5+0.3% | Added |
| MSH Capital Advisors LLC | 1,694 | $347.1K | 0.16% | +62+3.8% | Added |
| Colony Group LLC | 1,667 | $342.0K | 0.00% | +1,667 | New |
| Clear Street Markets LLC | 1,657 | $340.0K | 0.07% | +873+111.4% | Added |
| Poplar Forest Capital LLC | 1,651 | $338.3K | 0.04% | +1,651 | New |
| 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 |
| 9258 Wealth Management, LLC | 1,612 | $330.3K | 0.07% | +26+1.6% | Added |
| Checchi Capital Advisers, LLC | 1,610 | $329.9K | 0.03% | −25−1.5% | Reduced |
| Ossiam | 1,606 | $329.1K | 0.01% | +107+7.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,604 | $328.6K | 0.02% | +54+3.5% | Added |
| Siemens Fonds Invest GmbH | 1,601 | $328.0K | 0.03% | −246−13.3% | Reduced |
| Quarry LP | 1,589 | $325.6K | 0.36% | +1,589 | New |
| Sequoia Financial Advisors, LLC | 1,525 | $312.5K | 0.01% | +1,525 | New |
| 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 |
| CAPROCK Group, Inc. | 1,482 | $303.6K | 0.03% | +294+24.7% | Added |
| Mutual Advisors, LLC | 1,476 | $302.4K | 0.01% | +42+2.9% | Added |
| Nova R Wealth, Inc. | 1,473 | $301.8K | 0.22% | −19−1.3% | Reduced |
| Angeles Wealth Management, LLC | 1,471 | $301.4K | 0.05% | −52−3.4% | Reduced |
| Allred Capital Management, LLC | 1,460 | $299.1K | 0.16% | −4−0.3% | Reduced |
| MTM Investment Management, LLC | 1,453 | $297.7K | 0.15% | −54−3.6% | Reduced |
| AlphaQ Advisors LLC | 1,451 | $297.3K | 0.26% | +1,451 | New |
| Gabelli Funds LLC | 1,450 | $297.1K | 0.00% | +1,450 | New |
| Enterprise Financial Services Corp | 1,446 | $296.3K | 0.20% | +9+0.6% | Added |
| Bremer Bank National Association | 1,365 | $280.0K | 0.05% | −11−0.8% | Reduced |
| Arkadios Wealth Advisors | 1,362 | $279.1K | 0.04% | +7+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 1,354 | $277.4K | 0.03% | −75−5.2% | Reduced |
| Fort, L.P. | 1,346 | $275.8K | 0.42% | −897−40.0% | Reduced |
| Andesa Financial Management Inc. | 1,345 | $275.6K | 0.15% | −748−35.7% | Reduced |
| Vident Investment Advisory, LLC | 1,332 | $272.9K | 0.01% | +1,332 | New |
| Great Diamond Partners, LLC | 1,330 | $272.5K | 0.08% | −23−1.7% | Reduced |
| Forum Financial Management, LP | 1,328 | $272.1K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,321 | $270.7K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,317 | $269.8K | 0.03% | +15+1.2% | Added |
| Center for Financial Planning, Inc. | 1,312 | $268.8K | 0.07% | +220+20.1% | Added |
| Great Point Wealth Advisors, LLC | 1,311 | $268.6K | 0.09% | +7+0.5% | Added |
| Accretive Wealth Partners, LLC | 1,310 | $268.4K | 0.18% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,301 | $266.6K | 0.14% | −464−26.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,300 | $266.4K | 0.04% | −1,000−43.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,296 | $265.5K | 0.02% | −98−7.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,292 | $264.7K | 0.06% | −3,732−74.3% | Reduced |
| Precision Wealth Strategies, LLC | 1,287 | $263.7K | 0.27% | −14−1.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,284 | $263.1K | 0.14% | +1,284 | New |
| Gladstone Institutional Advisory LLC | 1,273 | $260.8K | 0.02% | −177−12.2% | Reduced |