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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
Pinnacle Associates Ltd1,070$212.8K0.00%+1,070New
Zions Bancorporation, N.A.1,073$213.4K0.02%−144−11.8%Reduced
Callan Capital, LLC1,074$213.6K0.02%00.0%Unchanged
Schechter Investment Advisors, LLC1,085$215.8K0.02%+1,085New
Ballentine Partners, LLC1,104$219.6K0.01%+1,104New
Glenview Trust Co1,111$221.0K0.01%+8+0.7%Added
Proequities, Inc.1,114$221.6K0.02%+72+6.9%Added
Shelton Capital Management1,146$227.9K0.01%00.0%Unchanged
Two Sigma Securities, LLC1,148$228.3K0.02%+1,148New
High Net Worth Advisory Group LLC1,150$228.7K0.09%00.0%Unchanged
Fundamentun, LLC1,173$233.3K0.04%−559−32.3%Reduced
Brown Advisory Inc1,183$235.3K0.00%+98+9.0%Added
Peterson Wealth Services1,186$235.9K0.12%−56−4.5%Reduced
Inspire Advisors, LLC1,192$237.1K0.05%+146+14.0%Added
Bremer Bank National Association1,232$245.0K0.05%−133−9.7%Reduced
Aprio Wealth Management, LLC1,256$249.8K0.08%+178+16.5%Added
Ostrum Asset Management1,260$250.6K0.02%+1,260New
Cahaba Wealth Management, Inc.1,262$251.0K0.03%−55−4.2%Reduced
Pinebridge Investments, L.P.1,265$251.6K0.00%−27,107−95.5%Reduced
Wedmont Private Capital1,283$252.6K0.03%−559−30.3%Reduced
Harbor Investment Advisory, LLC1,277$254.0K0.04%−516−28.8%Reduced
Arkadios Wealth Advisors1,278$254.2K0.03%−84−6.2%Reduced
Eqis Capital Management, Inc.1,290$256.5K0.03%+1,290New
PKO Investment Management Joint-Stock Co1,300$258.6K0.03%00.0%Unchanged
Accretive Wealth Partners, LLC1,310$260.5K0.17%00.0%Unchanged
Dynamic Advisor Solutions LLC1,310$260.5K0.02%+14+1.1%Added
Great Point Wealth Advisors, LLC1,311$260.7K0.08%00.0%Unchanged
Center for Financial Planning, Inc.1,312$260.9K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC1,319$262.3K0.00%+245+22.8%Added
Independent Advisor Alliance1,320$262.5K0.01%+1,320New
Klingenstein Fields & Co LP1,321$262.7K0.01%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,322$262.8K0.04%+148+12.6%Added
Phoenix Holdings Ltd.1,360$262.8K0.01%−2,424−64.1%Reduced
Great Diamond Partners, LLC1,322$262.9K0.08%−8−0.6%Reduced
CAPROCK Group, Inc.1,325$263.5K0.02%−157−10.6%Reduced
Blueshift Asset Management, LLC1,330$264.5K0.11%−632−32.2%Reduced
Forum Financial Management, LP1,344$267.3K0.01%+16+1.2%Added
Waldron Private Wealth LLC1,349$268.3K0.01%+48+3.7%Added
Ashton Thomas Private Wealth, LLC1,352$268.9K0.02%−2−0.1%Reduced
Enterprise Financial Services Corp1,358$270.1K0.18%−88−6.1%Reduced
TownSquare Capital, LLC1,368$272.1K0.01%+1,368New
Courier Capital LLC1,379$274.3K0.03%+1,379New
Knights of Columbus Asset Advisors LLC1,389$276.3K0.03%+1,389New
AlphaQ Advisors LLC1,393$277.1K0.24%−58−4.0%Reduced
Gladstone Institutional Advisory LLC1,398$278.0K0.02%+125+9.8%Added
Campbell & CO Investment Adviser LLC1,402$278.8K0.05%+110+8.5%Added
Atom Investors LP1,443$287.0K0.16%+1,443New
Regions Financial Corp1,442$287.0K0.00%+290+25.2%Added
Stock Yards Bank & Trust Co1,451$289.0K0.01%−312−17.7%Reduced
Kestra Private Wealth Services, LLC1,460$290.4K0.01%+1,460New
Angeles Wealth Management, LLC1,470$292.4K0.04%−1−0.1%Reduced
Nova R Wealth, Inc.1,485$295.4K0.20%+12+0.8%Added
MidWestOne Financial Group, Inc.1,490$296.3K0.07%−600−28.7%Reduced
Richard W. Paul & Associates, LLC1,519$302.1K0.14%+1,519New
MTM Investment Management, LLC1,531$304.5K0.16%+78+5.4%Added
Allred Capital Management, LLC1,538$305.9K0.16%+78+5.3%Added
Mutual Advisors, LLC1,554$309.1K0.01%+78+5.3%Added
Optas, LLC1,559$310.1K0.11%+1,559New
Andesa Financial Management Inc.2,545$310.8K0.16%+1,200+89.2%Added
9258 Wealth Management, LLC1,574$313.1K0.06%−38−2.4%Reduced
Siemens Fonds Invest GmbH1,574$313.1K0.03%−27−1.7%Reduced
BCJ Capital Management, LLC1,582$314.6K0.03%−219−12.2%Reduced
Sequoia Financial Advisors, LLC1,594$317.0K0.01%+69+4.5%Added
Avantax Advisory Services, Inc.1,601$318.4K0.00%+96+6.4%Added
Kula Investments, LLC1,604$319.0K0.08%+1,604New
Petrus Trust Company, LTA1,610$320.2K0.04%+1,610New
Vestmark Advisory Solutions, Inc.1,623$322.8K0.01%+19+1.2%Added
CIBC World Markets Inc.1,648$328.0K0.00%+18+1.1%Added
Clarius Group, LLC1,653$328.8K0.03%+24+1.5%Added
Checchi Capital Advisers, LLC1,720$342.1K0.03%+110+6.8%Added
Group One Trading, L.P.1,723$342.7K0.02%+1,723New
Fukoku Mutual Life Insurance Co1,730$344.1K0.03%00.0%Unchanged
Altfest L J & Co Inc1,755$349.0K0.05%+1+0.1%Added
ProVise Management Group, LLC1,755$349.1K0.03%−620−26.1%Reduced
AMG National Trust Bank1,755$349.1K0.01%−220−11.1%Reduced
EP Wealth Advisors, LLC5,050$353.8K0.01%+5,050New
Gsa Capital Partners LLP1,843$367.0K0.04%−6,690−78.4%Reduced
Edge Capital Group, LLC1,848$367.5K0.02%+13+0.7%Added
Virtue Capital Management, LLC1,952$370.8K0.06%−90−4.4%Reduced
Vident Investment Advisory, LLC1,873$372.5K0.01%+541+40.6%Added
Ossiam1,905$378.9K0.01%+299+18.6%Added
Principle Wealth Partners LLC1,920$381.9K0.04%00.0%Unchanged
Flputnam Investment Management Co1,923$382.5K0.01%+64+3.4%Added
EFG Asset Management (Americas) Corp.1,924$382.7K0.09%+210+12.3%Added
Simplex Trading, LLC1,937$385.0K0.02%+1,937New
Signaturefd, LLC1,988$395.4K0.01%+26+1.3%Added
KRS Capital Management, LLC1,990$395.8K0.45%00.0%Unchanged
Great Valley Advisor Group, Inc.2,025$402.8K0.02%+520+34.6%Added
Alliance Wealth Advisors, LLC2,028$403.3K0.30%−108−5.1%Reduced
Valeo Financial Advisors, LLC2,031$403.9K0.02%+290+16.7%Added
Centaurus Financial, Inc.2,035$405.0K0.03%+1,522+296.7%Added
Regatta Capital Group, LLC1,977$405.1K0.14%00.0%Unchanged
Tranquilli Financial Advisor LLC2,066$410.9K0.31%+131+6.8%Added
Busey Wealth Management2,080$413.7K0.02%00.0%Unchanged
Northeast Financial Consultants Inc2,080$413.7K0.03%00.0%Unchanged
Cutter & CO Brokerage, Inc.2,098$417.3K0.13%−25−1.2%Reduced
John G Ullman & Associates Inc2,100$418.0K0.07%00.0%Unchanged
Moody National Bank Trust Division2,103$418.3K0.04%00.0%Unchanged
Level Four Advisory Services, LLC2,117$421.1K0.03%−86−3.9%Reduced
Stevens Capital Management LP2,128$423.0K0.10%+2,128New