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 |
|---|---|---|---|---|---|
| Peterson Wealth Services | 1,242 | $254.5K | 0.15% | +31+2.6% | Added |
| Zions Bancorporation, N.A. | 1,217 | $249.4K | 0.02% | −276−18.5% | Reduced |
| Pacer Advisors, Inc. | 1,211 | $248.1K | 0.00% | −2,276−65.3% | Reduced |
| Seeyond | 1,207 | $247.3K | 0.02% | −3−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,174 | $240.4K | 0.04% | −274−18.9% | Reduced |
| Regions Financial Corp | 1,152 | $236.0K | 0.00% | −44−3.7% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $235.6K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,149 | $235.4K | 0.00% | +448+63.9% | Added |
| Waldron Private Wealth LLC | 1,301 | $235.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 1,146 | $234.8K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,137 | $233.0K | 0.16% | −2,817−71.2% | Reduced |
| MQS Management LLC | 1,120 | $229.5K | 0.16% | −4,146−78.7% | Reduced |
| Glenview Trust Co | 1,103 | $226.0K | 0.01% | +1,103 | New |
| Algert Global LLC | 1,100 | $225.4K | 0.01% | +1,100 | New |
| Brown Advisory Inc | 1,085 | $222.3K | 0.00% | −102−8.6% | Reduced |
| Conning Inc. | 1,080 | $221.3K | 0.01% | +1,080 | New |
| Aprio Wealth Management, LLC | 1,078 | $220.9K | 0.08% | −35−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 1,074 | $220.1K | 0.00% | +1,074 | New |
| Callan Capital, LLC | 1,074 | $220.1K | 0.03% | +1,074 | New |
| Barnes Pettey Financial Advisors, LLC | 1,070 | $219.2K | 0.23% | +1,070 | New |
| Personal Cfo Solutions, LLC | 1,064 | $218.0K | 0.05% | −44−4.0% | Reduced |
| Zeke Capital Advisors, LLC | 1,055 | $216.2K | 0.01% | −126−10.7% | Reduced |
| Confluence Wealth Services, Inc. | 1,054 | $216.0K | 0.06% | +1,054 | New |
| Inspire Advisors, LLC | 1,046 | $214.2K | 0.05% | +1,046 | New |
| Proequities, Inc. | 1,042 | $213.5K | 0.02% | −4−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 1,042 | $213.5K | 0.05% | +1,042 | New |
| Gateway Investment Advisers LLC | 1,027 | $210.4K | 0.00% | +1,027 | New |
| Cowen and Company, LLC | 1,020 | $209.0K | 0.02% | −1,697−62.5% | Reduced |
| Cim Investment Mangement Inc | 1,010 | $206.9K | 0.08% | +1,010 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 998 | $204.5K | 0.09% | +998 | New |
| NorthRock Partners, LLC | 998 | $204.4K | 0.02% | +998 | New |
| Icon Wealth Advisors, LLC | 997 | $204.3K | 0.02% | +997 | New |
| Fort Washington Investment Advisors Inc | 993 | $204.0K | 0.00% | −661−40.0% | Reduced |
| MAI Capital Management | 984 | $201.6K | 0.00% | +984 | New |
| Cook Wealth Management Group LLC | 980 | $200.8K | 0.19% | −116−10.6% | Reduced |
| Mirova | 975 | $199.8K | 0.03% | +100+11.4% | Added |
| Cary Street Partner Investment Advisory LLC | 967 | $198.1K | 0.01% | +967 | New |
| Penserra Capital Management LLC | 971 | $198.0K | 0.00% | +56+6.1% | Added |
| Anchor Investment Management, LLC | 875 | $179.3K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 795 | $162.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 750 | $153.7K | 0.05% | +397+112.5% | Added |
| Quadrant Capital Group LLC | 690 | $141.4K | 0.02% | −195−22.0% | Reduced |
| IFP Advisors, Inc | 1,271 | $140.0K | 0.00% | −1,907−60.0% | Reduced |
| Lindbrook Capital, LLC | 678 | $138.9K | 0.02% | −32−4.5% | Reduced |
| TD Private Client Wealth LLC | 629 | $128.9K | 0.01% | −165−20.8% | Reduced |
| TD Waterhouse Canada Inc. | 621 | $127.3K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $123.0K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 590 | $121.0K | 0.00% | +3+0.5% | Added |
| Central Trust Co | 579 | $118.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 565 | $115.8K | 0.01% | +565 | New |
| Hall Laurie J Trustee | 540 | $111.0K | 0.05% | −20−3.6% | Reduced |
| Centaurus Financial, Inc. | 513 | $105.0K | 0.01% | −1,714−77.0% | Reduced |
| One Wealth Advisors, LLC | 502 | $102.9K | 0.02% | +502 | New |
| TCTC Holdings, LLC | 496 | $101.6K | 0.00% | +496 | New |
| Benjamin F. Edwards & Company, Inc. | 473 | $97.0K | 0.00% | −164−25.7% | Reduced |
| Activest Wealth Management | 458 | $93.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 458 | $93.8K | 0.02% | +46+11.2% | Added |
| C M Bidwell & Associates Ltd | 455 | $93.2K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 437 | $89.5K | 0.08% | +437 | New |
| EverSource Wealth Advisors, LLC | 418 | $85.6K | 0.01% | −159−27.6% | Reduced |
| HM Payson & Co | 408 | $83.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 403 | $82.6K | 0.00% | −18−4.3% | Reduced |
| Paradigm Asset Management Co LLC | 398 | $81.5K | 0.02% | −5,500−93.3% | Reduced |
| Private Trust Co NA | 394 | $81.0K | 0.01% | +34+9.4% | Added |
| RE Advisers Corp | 377 | $77.2K | 0.00% | +14+3.9% | Added |
| Belpointe Asset Management LLC | 377 | $77.2K | 0.00% | +377 | New |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $75.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 365 | $74.8K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 347 | $71.1K | 0.02% | +347 | New |
| PEAK6 Investments LLC | 346 | $70.9K | 0.00% | +346 | New |
| Jackson, Grant Investment Advisers, Inc. | 345 | $70.7K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 331 | $67.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $64.5K | 0.02% | +160+103.2% | Added |
| Magellan Asset Management Ltd | 312 | $63.9K | 0.00% | +312 | New |
| KB Financial Partners, LLC | 309 | $63.0K | 0.02% | −90−22.6% | Reduced |
| Ellevest, Inc. | 306 | $62.7K | 0.01% | −105−25.5% | Reduced |
| Lansing Street Advisors | 293 | $60.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $59.4K | 0.01% | −100−25.6% | Reduced |
| Sun Life Financial INC | 289 | $59.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 284 | $58.2K | 0.02% | +284 | New |
| Farmers & Merchants Investments Inc | 282 | $57.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 274 | $57.0K | 0.00% | −8−2.8% | Reduced |
| Central Bank & Trust Co | 274 | $56.1K | 0.01% | +26+10.5% | Added |
| Cornerstone Management, Inc. | 264 | $54.1K | 0.02% | +264 | New |
| Capital Analysts, LLC | 255 | $52.0K | 0.00% | −176−40.8% | Reduced |
| MBM Wealth Consultants, LLC | 251 | $51.0K | 0.02% | +251 | New |
| Deseret Mutual Benefit Administrators | 242 | $49.6K | 0.02% | −196−44.7% | Reduced |
| Glassman Wealth Services | 240 | $49.2K | 0.01% | −77−24.3% | Reduced |
| Harbour Investments, Inc. | 239 | $49.0K | 0.00% | −10−4.0% | Reduced |
| Tradition Wealth Management, LLC | 233 | $48.0K | 0.01% | +1+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $47.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 229 | $46.9K | 0.01% | −51−18.2% | Reduced |
| 1832 Asset Management L.P. | 228 | $46.7K | 0.00% | −20−8.1% | Reduced |
| MV Capital Management, Inc. | 226 | $46.3K | 0.01% | −68−23.1% | Reduced |
| Allworth Financial LP | 221 | $45.3K | 0.00% | +59+36.4% | Added |
| HealthInvest Partners AB | 215 | $44.1K | 0.09% | +215 | New |
| Heritage Wealth Advisors | 210 | $43.0K | 0.00% | +210 | New |
| Live Oak Investment Partners | – | $41.4K | 0.04% | – | New |
| Baystate Wealth Management LLC | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 199 | $40.8K | 0.01% | +199 | New |