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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co | 102 | $20.3K | 0.00% | +102 | New |
| American National Bank | 103 | $20.5K | 0.00% | +103 | New |
| Hoey Investments, Inc | 106 | $21.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 114 | $22.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $23.5K | 0.01% | +118 | New |
| Trust Co of Vermont | 120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $24.0K | 0.02% | −5−4.0% | Reduced |
| Knott David M Jr | 122 | $24.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 118 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $26.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 133 | $26.5K | 0.00% | −149−52.8% | Reduced |
| Magellan Asset Management Ltd | 134 | $26.7K | 0.00% | −178−57.1% | Reduced |
| Old North State Trust, LLC | 135 | $27.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 136 | $27.0K | 0.00% | +95+231.7% | Added |
| Hanson & Doremus Investment Management | 144 | $29.0K | 0.01% | +108+300.0% | Added |
| Quent Capital, LLC | 174 | $34.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $36.0K | 0.02% | +181 | New |
| Focused Wealth Management, Inc | 186 | $37.0K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 24,202 | $37.8K | 0.87% | +34+0.1% | Added |
| Hollencrest Capital Management | 199 | $39.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 201 | $40.0K | 0.00% | −38−15.9% | Reduced |
| Live Oak Investment Partners | – | $40.2K | 0.04% | – | – |
| Headlands Technologies LLC | 224 | $44.6K | 0.03% | +86+62.3% | Added |
| Baystate Wealth Management LLC | 227 | $45.1K | 0.00% | +27+13.5% | Added |
| Tradition Wealth Management, LLC | 232 | $46.0K | 0.01% | −1−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $46.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 241 | $47.9K | 0.01% | −43−15.1% | Reduced |
| Deseret Mutual Benefit Administrators | 242 | $48.1K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 245 | $48.7K | 0.01% | −29−10.6% | Reduced |
| Parkside Financial Bank & Trust | 245 | $48.7K | 0.01% | +16+7.0% | Added |
| Capital Analysts, LLC | 255 | $51.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 257 | $51.1K | 0.01% | +31+13.7% | Added |
| Column Capital Advisors, LLC | 266 | $52.9K | 0.01% | −65−19.6% | Reduced |
| KB Financial Partners, LLC | 268 | $53.0K | 0.02% | −41−13.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 269 | $53.5K | 0.02% | +269 | New |
| Glassman Wealth Services | 282 | $56.1K | 0.01% | +42+17.5% | Added |
| Sun Life Financial INC | 289 | $57.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $57.7K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 293 | $58.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 604 | $60.7K | 0.00% | −667−52.5% | Reduced |
| CVA Family Office, LLC | 325 | $64.6K | 0.01% | +10+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 337 | $67.0K | 0.01% | +337 | New |
| Jackson, Grant Investment Advisers, Inc. | 345 | $68.6K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 352 | $70.0K | 0.01% | +46+15.0% | Added |
| Bay Harbor Wealth Management, LLC | 354 | $70.4K | 0.03% | +342+2,850.0% | Added |
| Oakworth Capital, Inc. | 365 | $72.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 367 | $73.0K | 0.05% | −934−71.8% | Reduced |
| Clear Street Markets LLC | 365 | $73.0K | 0.02% | −1,292−78.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 370 | $73.6K | 0.00% | +1+0.3% | Added |
| Carolinas Wealth Consulting LLC | 381 | $75.8K | 0.02% | −77−16.8% | Reduced |
| Private Trust Co NA | 387 | $77.0K | 0.01% | −7−1.8% | Reduced |
| Belpointe Asset Management LLC | 387 | $77.0K | 0.00% | +10+2.7% | Added |
| Manchester Capital Management LLC | 392 | $78.0K | 0.01% | +329+522.2% | Added |
| Paradigm Asset Management Co LLC | 398 | $79.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 408 | $81.1K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 433 | $86.1K | 0.00% | +56+14.9% | Added |
| Huntington National Bank | 433 | $86.1K | 0.00% | +30+7.4% | Added |
| EverSource Wealth Advisors, LLC | 443 | $88.1K | 0.01% | +25+6.0% | Added |
| C M Bidwell & Associates Ltd | 455 | $90.5K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 496 | $98.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $100.6K | 0.02% | +516 | New |
| Hall Laurie J Trustee | 540 | $107.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 557 | $110.8K | 0.00% | +336+152.0% | Added |
| Colonial Trust Advisors | 563 | $112.0K | 0.01% | −2−0.4% | Reduced |
| Central Trust Co | 579 | $115.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 582 | $116.0K | 0.03% | +453+351.2% | Added |
| Alta Advisers Ltd | 600 | $119.3K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 601 | $119.5K | 0.00% | +11+1.9% | Added |
| Smithfield Trust Co | 595 | $121.0K | 0.01% | +321+117.2% | Added |
| Massmutual Trust Co FSB | 612 | $121.7K | 0.00% | +435+245.8% | Added |
| TD Waterhouse Canada Inc. | 620 | $124.6K | 0.00% | −1−0.2% | Reduced |
| Acadian Asset Management LLC | 646 | $128.0K | 0.00% | +646 | New |
| Desjardins Global Asset Management Inc. | 648 | $129.0K | 0.02% | +648 | New |
| Clearstead Advisors, LLC | 653 | $129.9K | 0.01% | −142−17.9% | Reduced |
| J.Safra Asset Management Corp | 672 | $133.7K | 0.02% | +672 | New |
| Benjamin F. Edwards & Company, Inc. | 678 | $135.0K | 0.01% | +205+43.3% | Added |
| Brown Brothers Harriman & Co | 683 | $135.8K | 0.00% | −466−40.6% | Reduced |
| Kapitalo Investimentos Ltda | 721 | $143.4K | 0.05% | +721 | New |
| State of Wyoming | 729 | $145.0K | 0.05% | −21−2.8% | Reduced |
| Lindbrook Capital, LLC | 736 | $146.4K | 0.02% | +58+8.6% | Added |
| Quadrant Capital Group LLC | 751 | $149.4K | 0.02% | +61+8.8% | Added |
| Mirova | 830 | $165.1K | 0.02% | −145−14.9% | Reduced |
| TD Private Client Wealth LLC | 830 | $165.1K | 0.01% | +201+32.0% | Added |
| Anchor Investment Management, LLC | 900 | $179.0K | 0.02% | +25+2.9% | Added |
| Ofi Invest Asset Management | 36,519,585 | $183.6K | 0.95% | +36,519,585 | New |
| Cary Street Partner Investment Advisory LLC | 953 | $189.5K | 0.01% | −14−1.4% | Reduced |
| Penserra Capital Management LLC | 971 | $192.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 966 | $192.1K | 0.10% | +949+5,582.4% | Added |
| Icon Wealth Partners, LLC | 997 | $198.3K | 0.02% | +997 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,027 | $200.2K | 0.05% | +1,027 | New |
| Good Life Advisors, LLC | 1,017 | $202.3K | 0.03% | +1,017 | New |
| HBK Sorce Advisory LLC | 1,032 | $205.3K | 0.01% | −716−41.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,038 | $206.4K | 0.04% | −4−0.4% | Reduced |
| Scotia Capital Inc. | 1,045 | $207.8K | 0.00% | +1,045 | New |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $208.4K | 0.20% | −22−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,053 | $209.4K | 0.05% | −1−0.1% | Reduced |
| Cim Investment Mangement Inc | 1,053 | $209.4K | 0.08% | +43+4.3% | Added |
| NewEdge Wealth, LLC | 1,062 | $211.2K | 0.01% | +1,062 | New |
| Personal Cfo Solutions, LLC | 1,067 | $212.2K | 0.04% | +3+0.3% | Added |
| Conning Inc. | 1,068 | $212.4K | 0.01% | −12−1.1% | Reduced |