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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 2,130 | $423.6K | 0.31% | 00.0% | Unchanged |
| Inceptionr LLC | 2,134 | $424.4K | 0.14% | +144+7.2% | Added |
| Lumature Wealth Partners, LLC | 2,142 | $426.0K | 0.24% | −112−5.0% | Reduced |
| Veracity Capital LLC | 2,144 | $426.4K | 0.20% | −17−0.8% | Reduced |
| Ironsides Asset Advisors, LLC | 2,145 | $426.6K | 0.19% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,162 | $430.0K | 0.03% | −634−22.7% | Reduced |
| MSH Capital Advisors LLC | 2,176 | $432.8K | 0.18% | +482+28.5% | Added |
| Trust Asset Management LLC | 2,194 | $436.4K | 0.05% | +60+2.8% | Added |
| We Are One Seven, LLC | 2,218 | $441.1K | 0.03% | +178+8.7% | Added |
| Cigna Investments Inc | 2,236 | $445.0K | 0.09% | −50−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,242 | $445.9K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,244 | $446.0K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,243 | $446.1K | 0.01% | +138+6.6% | Added |
| Fund Management at Engine No. 1 LLC | 2,251 | $447.7K | 0.09% | +207+10.1% | Added |
| Outlook Wealth Advisors, LLC | 2,270 | $451.5K | 0.20% | +87+4.0% | Added |
| FDx Advisors, Inc. | 2,210 | $453.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,280 | $453.5K | 0.06% | +189+9.0% | Added |
| Gabelli Funds LLC | 2,300 | $457.4K | 0.00% | +850+58.6% | Added |
| Pitcairn Co | 2,327 | $462.8K | 0.04% | +85+3.8% | Added |
| Partners Capital Investment Group, LLP | 2,374 | $472.2K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,413 | $479.9K | 0.01% | −277−10.3% | Reduced |
| Strategic Blueprint, LLC | 2,426 | $482.5K | 0.05% | −43−1.7% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $489.1K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,459 | $489.1K | 0.12% | +178+7.8% | Added |
| Meridian Wealth Management, LLC | 2,478 | $492.8K | 0.04% | +290+13.3% | Added |
| Integrated Wealth Concepts LLC | 2,483 | $494.0K | 0.01% | +94+3.9% | Added |
| Renaissance Technologies LLC | 2,500 | $497.0K | 0.00% | +2,500 | New |
| Welch & Forbes LLC | 2,600 | $517.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,645 | $526.1K | 0.17% | +2,645 | New |
| Wetherby Asset Management Inc | 2,664 | $529.8K | 0.03% | −87−3.2% | Reduced |
| Mirabella Financial Services LLP | 2,693 | $535.6K | 0.11% | +2,693 | New |
| MQS Management LLC | 2,718 | $540.6K | 0.35% | +1,598+142.7% | Added |
| Financial Insights, Inc. | 2,729 | $542.8K | 0.22% | +2,729 | New |
| CWM, LLC | 2,742 | $545.0K | 0.00% | −296−9.7% | Reduced |
| Magnolia Capital Advisors LLC | 2,744 | $545.8K | 0.28% | +300+12.3% | Added |
| Veritable, L.P. | 2,772 | $551.3K | 0.01% | −562−16.9% | Reduced |
| Echo Street Capital Management LLC | 2,799 | $556.7K | 0.01% | −13,841−83.2% | Reduced |
| Intact Investment Management Inc. | 2,800 | $556.9K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 2,800 | $556.9K | 0.28% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,821 | $561.1K | 0.01% | −69−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,837 | $564.3K | 0.00% | +455+19.1% | Added |
| Profund Advisors LLC | 2,840 | $564.8K | 0.03% | −19,075−87.0% | Reduced |
| Coldstream Capital Management Inc | 2,871 | $571.0K | 0.02% | +124+4.5% | Added |
| Perigon Wealth Management, LLC | 2,919 | $580.6K | 0.03% | +4+0.1% | Added |
| Unigestion Holding SA | 2,990 | $582.9K | 0.03% | −968−24.5% | Reduced |
| Greenleaf Trust | 2,939 | $584.5K | 0.01% | −182−5.8% | Reduced |
| Baldwin Investment Management, LLC | 2,988 | $594.3K | 0.11% | −87−2.8% | Reduced |
| S&CO Inc | 3,000 | $596.0K | 0.05% | 00.0% | Unchanged |
| AtonRa Partners | 3,017 | $600.1K | 0.88% | −313−9.4% | Reduced |
| V Wealth Advisors LLC | 3,020 | $600.6K | 0.11% | −18−0.6% | Reduced |
| Cetera Advisors LLC | 3,055 | $607.6K | 0.01% | −89−2.8% | Reduced |
| Leonteq Securities AG | 3,062 | $609.0K | 0.06% | +837+37.6% | Added |
| Agf Management Ltd | 3,077 | $612.0K | 0.00% | +3,077 | New |
| Meeder Advisory Services, Inc. | 3,086 | $613.8K | 0.07% | −15−0.5% | Reduced |
| Ameliora Wealth Management Ltd. | 3,090 | $614.6K | 0.36% | +3,090 | New |
| Jefferies Financial Group Inc. | 3,118 | $620.1K | 0.01% | −3,335−51.7% | Reduced |
| ETF Managers Group, LLC | 3,121 | $620.7K | 0.02% | +46+1.5% | Added |
| Integrated Advisors Network LLC | 3,126 | $621.7K | 0.04% | −1,468−32.0% | Reduced |
| Harbor Capital Advisors, Inc. | 3,164 | $629.3K | 0.18% | +3,164 | New |
| Oak Harbor Wealth Partners, LLC | 3,173 | $631.1K | 0.23% | +671+26.8% | Added |
| Snowden Capital Advisors LLC | 3,195 | $635.5K | 0.02% | −103−3.1% | Reduced |
| Guardian Capital LP | 3,224 | $641.2K | 0.02% | −377−10.5% | Reduced |
| Bowman & Co S.C. | 3,279 | $652.2K | 0.48% | +311+10.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,284 | $653.0K | 0.03% | −1,260−27.7% | Reduced |
| Atlas Private Wealth Management | 3,325 | $661.3K | 0.40% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,342 | $665.0K | 1.80% | 00.0% | Unchanged |
| Versor Investments LP | 3,352 | $666.7K | 0.09% | −2,039−37.8% | Reduced |
| Brookstone Capital Management | 3,294 | $667.4K | 0.01% | −32−1.0% | Reduced |
| Sentry Investment Management LLC | 3,365 | $669.0K | 0.28% | +1,108+49.1% | Added |
| Global Trust Asset Management, LLC | 3,378 | $671.9K | 0.32% | −5−0.1% | Reduced |
| Fulton Bank, N.A. | 3,378 | $671.9K | 0.04% | +284+9.2% | Added |
| First Pacific Advisors, LP | 3,385 | $673.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,392 | $674.6K | 0.01% | −4,058−54.5% | Reduced |
| Atria Wealth Solutions, Inc. | 3,420 | $680.2K | 0.01% | −210−5.8% | Reduced |
| Michael B. Yongue | 3,477 | $691.5K | 0.66% | −185−5.1% | Reduced |
| SlateStone Wealth, LLC | 3,502 | $697.0K | 0.14% | +3,502 | New |
| Client 1st Advisory Group, LLC | 3,507 | $697.5K | 0.38% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,514 | $698.9K | 0.00% | −416−10.6% | Reduced |
| IVC Wealth Advisors LLC | 3,564 | $708.8K | 0.50% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,649 | $725.8K | 0.48% | +400+12.3% | Added |
| Bridgewater Associates, LP | 3,659 | $727.7K | 0.00% | +444+13.8% | Added |
| Lyell Wealth Management, LP | 3,677 | $731.3K | 0.10% | −175−4.5% | Reduced |
| Dimension Capital Management LLC | 3,685 | $732.9K | 0.17% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,697 | $735.3K | 0.31% | −84−2.2% | Reduced |
| Biltmore Family Office, LLC | 3,707 | $737.3K | 0.16% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 3,727 | $741.3K | 0.10% | −29−0.8% | Reduced |
| Advisor Partners II, LLC | 3,738 | $743.5K | 0.04% | +105+2.9% | Added |
| Toroso Investments, LLC | 3,742 | $744.0K | 0.02% | +232+6.6% | Added |
| Strategic Investment Advisors | 3,756 | $747.0K | 0.14% | +3,756 | New |
| Tower Research Capital LLC (TRC) | 3,791 | $754.0K | 0.02% | −3,639−49.0% | Reduced |
| Money Concepts Capital Corp | 3,818 | $759.4K | 0.04% | −127−3.2% | Reduced |
| Continuum Advisory, LLC | 3,841 | $763.9K | 0.13% | +5+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,901 | $775.9K | 0.05% | +625+19.1% | Added |
| Fairbanks Capital Management, Inc. | 3,924 | $780.4K | 0.62% | +3,924 | New |
| Burns Matteson Capital Management, LLC | 3,937 | $783.0K | 0.50% | +29+0.7% | Added |
| Summit X, LLC | 3,958 | $787.2K | 0.20% | −75−1.9% | Reduced |
| United Community Bank | 4,065 | $808.5K | 0.76% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,074 | $810.3K | 0.00% | −7,818−65.7% | Reduced |
| Salem Investment Counselors Inc | 4,126 | $820.6K | 0.03% | −489−10.6% | Reduced |
| World Equity Group, Inc. | 2,561 | $821.8K | 0.14% | −3,049−54.3% | Reduced |