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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, Q1 2023

Institutional positions in IQVIA Holdings Inc. as of Mar 31, 2023. 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
928
+23 vs. Q4 2022
Shares held
200.0M
+37.6M (+23.2%) vs. Q4 2022
Total value
$32.3B
−$961.7M (−2.9%) vs. Q4 2022
New holders
86
355 more added
Sold out
63
342 more reduced

20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 928 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ1 2023: $32.3B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2022.

Institutions holding IQV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC1$00.00%+1New
SOA Wealth Advisors, LLC.1$1990.00%00.0%Unchanged
WestEnd Advisors, LLC–$3980.00%––
CarsonAllaria Wealth Management, Ltd.3$5970.00%00.0%Unchanged
True Wealth Design, LLC3$5970.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.3$5970.00%+3New
TCI Wealth Advisors, Inc.4$7960.00%−23−85.2%Reduced
Sandy Spring Bank4$7960.00%+4New
USA Financial Portformulas Corp4$7960.00%+4New
Global Financial Private Client, LLC4$8000.00%00.0%Unchanged
Wolff Wiese Magana LLC5$9950.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$1.00K0.00%−8−61.5%Reduced
TSFG, LLC7$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$1.19K0.00%+6New
Morton Brown Family Wealth, LLC6$1.19K0.00%+6New
Trifecta Capital Advisors, LLC6$1.19K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.7$1.39K0.00%00.0%Unchanged
North Star Investment Management Corp.7$1.39K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.8$1.59K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC8$1.59K0.00%+2+33.3%Added
RFP Financial Group LLC9$1.79K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1.99K0.00%−4−28.6%Reduced
Country Trust Bank10$1.99K0.00%00.0%Unchanged
WealthPLAN Partners, LLC10$1.99K0.00%+10New
Sofos Investments, Inc.199$1.99K0.09%+199New
SkyView Investment Advisors, LLC10$2.00K0.00%+10New
Lee Financial Co11$2.19K0.00%−2−15.4%Reduced
NewSquare Capital LLC12$2.39K0.00%00.0%Unchanged
Values First Advisors, Inc.12$2.46K0.00%+12New
Assetmark, Inc13$2.59K0.00%−2−13.3%Reduced
Baker Avenue Asset Management, LP14$2.78K0.00%−4−22.2%Reduced
TFC Financial Management14$2.79K0.00%00.0%Unchanged
Heritage Wealth Advisors15$2.98K0.00%−195−92.9%Reduced
Webster Bank, N. A.16$3.18K0.00%00.0%Unchanged
Disciplined Investments, LLC16$3.18K0.00%+4+33.3%Added
Raffa Wealth Management, LLC17$3.38K0.00%00.0%Unchanged
Red Tortoise LLC17$3.38K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$3.58K0.00%+8+80.0%Added
Bartlett & Co. Wealth Management LLC19$3.78K0.00%−32−62.7%Reduced
Bartlett & Co. LLC19$4.00K0.00%−32−62.7%Reduced
Blue Bell Private Wealth Management, LLC22$4.38K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$4.58K0.00%00.0%Unchanged
Kenfarb & Co.24$4.77K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$4.77K0.00%−7−22.6%Reduced
Front Row Advisors LLC23$5.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners29$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$5.37K0.00%00.0%Unchanged
Crewe Advisors LLC29$5.77K0.00%−23−44.2%Reduced
Worth Asset Management, LLC29$5.77K0.00%00.0%Unchanged
Abound Wealth Management29$5.77K0.00%+16+123.1%Added
Delta Asset Management LLC30$5.97K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$5.97K0.00%00.0%Unchanged
Grove Bank & Trust30$5.97K0.00%00.0%Unchanged
Schubert & Co31$6.17K0.01%−2−6.1%Reduced
Glen Eagle Advisors, LLC32$6.36K0.00%+13+68.4%Added
Jones Financial Companies LLLP33$6.56K0.00%−16−32.7%Reduced
Carolina Wealth Advisors, LLC33$6.56K0.00%00.0%Unchanged
Antonetti Capital Management LLC35$6.96K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC35$7.00K0.00%−107−75.4%Reduced
Steward Financial Group LLC40$7.00K0.00%+30+300.0%Added
Close Asset Management Ltd35$7.00K0.00%+35New
Farther Finance Advisors, LLC40$8.03K0.00%+5+14.3%Added
Prestige Wealth Management Group LLC41$8.15K0.00%00.0%Unchanged
Eagle Bay Advisors LLC44$8.75K0.00%−16−26.7%Reduced
WR Wealth Planners, LLC46$9.15K0.00%+46New
Colonial Trust Co49$9.75K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.50$9.95K0.00%00.0%Unchanged
ClariVest Asset Management LLC51$10.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC54$10.7K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.55$11.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC57$11.3K0.00%−8−12.3%Reduced
Core Alternative Capital59$11.7K0.00%+2+3.5%Added
Larson Financial Group LLC60$11.9K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.60$11.9K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC62$12.6K0.00%+62New
McIlrath & Eck, LLC65$12.9K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$12.9K0.00%00.0%Unchanged
Emfo, LLC65$12.9K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC64$13.0K0.00%+64New
Rational Advisors LLC66$13.1K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.67$13.3K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$13.5K0.01%00.0%Unchanged
AdvisorNet Financial, Inc70$13.9K0.00%+16+29.6%Added
Financial Management Professionals, Inc.71$14.0K0.00%−18−20.2%Reduced
Bogart Wealth, LLC73$14.5K0.00%+21+40.4%Added
Asset Dedication, LLC74$15.0K0.00%+10+15.6%Added
West Paces Advisors Inc.76$15.1K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.84$16.7K0.01%00.0%Unchanged
Riverview Trust Co85$16.9K0.02%00.0%Unchanged
Hexagon Capital Partners LLC86$17.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$17.1K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC91$18.0K0.00%+4+4.6%Added
Earnest Partners LLC91$18.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.92$19.0K0.00%+10+12.2%Added
GeoWealth Management, LLC93$19.0K0.00%+93New
Umb Bank N A98$19.5K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$19.9K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$19.9K0.01%00.0%Unchanged
Community Bank, N.A.100$19.9K0.00%00.0%Unchanged
Caldwell Trust Co102$20.3K0.00%00.0%Unchanged