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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 4,134 | $822.2K | 0.02% | +29+0.7% | Added |
| Hantz Financial Services, Inc. | 4,139 | $823.0K | 0.02% | +1,585+62.1% | Added |
| Beacon Financial Group | 4,183 | $824.0K | 0.11% | −830−16.6% | Reduced |
| L & S Advisors Inc | 4,168 | $829.0K | 0.12% | −761−15.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,185 | $832.0K | 0.02% | −3,084−42.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,223 | $839.9K | 0.17% | +42+1.0% | Added |
| Papp L Roy & Associates | 4,247 | $844.7K | 0.11% | +245+6.1% | Added |
| Lincoln National Corp | 4,267 | $848.7K | 0.02% | +136+3.3% | Added |
| Chicago Capital, LLC | 4,332 | $861.6K | 0.04% | +21+0.5% | Added |
| Laurel Wealth Advisors LLC | 4,430 | $881.1K | 0.19% | +415+10.3% | Added |
| PFG Advisors | 4,518 | $898.6K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 4,544 | $903.8K | 0.04% | −13,440−74.7% | Reduced |
| National Asset Management, Inc. | 4,586 | $912.1K | 0.02% | −223−4.6% | Reduced |
| Kinneret Advisory, LLC | 4,599 | $914.7K | 0.12% | −247−5.1% | Reduced |
| Natixis Investment Managers International | 4,660 | $926.8K | 0.07% | −520−10.0% | Reduced |
| Poplar Forest Capital LLC | 4,667 | $928.2K | 0.11% | +3,016+182.7% | Added |
| Quarry LP | 4,679 | $930.6K | 0.52% | +3,090+194.5% | Added |
| Walleye Trading LLC | 4,771 | $948.9K | 0.03% | −4,699−49.6% | Reduced |
| Private Advisor Group, LLC | 4,832 | $961.0K | 0.01% | −6,110−55.8% | Reduced |
| KLK Capital Management LLC | 4,854 | $965.4K | 1.24% | +24+0.5% | Added |
| Pathstone Family Office, LLC | 4,901 | $988.6K | 0.02% | −3,448−41.3% | Reduced |
| Davy Global Fund Management Ltd | 4,979 | $990.3K | 0.19% | −227−4.4% | Reduced |
| First Horizon Advisors, Inc. | 5,020 | $998.4K | 0.04% | −12−0.2% | Reduced |
| Empirical Finance, LLC | 5,111 | $1.02M | 0.10% | +212+4.3% | Added |
| Geneos Wealth Management Inc. | 5,126 | $1.02M | 0.06% | −956−15.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,178 | $1.03M | 0.09% | +95+1.9% | Added |
| Banque Cantonale Vaudoise | 5,211 | $1.04M | 0.05% | −33−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,238 | $1.04M | 0.02% | +89+1.7% | Added |
| Carmel Capital Partners, LLC | 5,316 | $1.06M | 0.63% | +296+5.9% | Added |
| Seven Eight Capital, LP | 5,362 | $1.07M | 0.22% | +5,362 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,427 | $1.08M | 0.61% | +167+3.2% | Added |
| Bank Ozk | 5,435 | $1.08M | 0.54% | −958−15.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,462 | $1.09M | 0.03% | −878−13.8% | Reduced |
| Bishop Rock Capital, L.P. | 5,471 | $1.09M | 1.69% | −702−11.4% | Reduced |
| HF Advisory Group, LLC | 5,479 | $1.09M | 0.97% | −302−5.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 5,500 | $1.09M | 0.06% | −100−1.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,511 | $1.10M | 0.03% | +236+4.5% | Added |
| Bridgefront Capital, LLC | 5,529 | $1.10M | 0.67% | +4,392+386.3% | Added |
| Trexquant Investment LP | 5,575 | $1.11M | 0.03% | +5,575 | New |
| Prudential PLC | 5,589 | $1.11M | 0.01% | −1,445−20.5% | Reduced |
| Herold Advisors, Inc. | 5,600 | $1.11M | 0.38% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,610 | $1.12M | 0.02% | −5,038−47.3% | Reduced |
| Everence Capital Management Inc | 5,698 | $1.13M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,713 | $1.14M | 0.00% | +687+13.7% | Added |
| Balyasny Asset Management LLC | 5,723 | $1.14M | 0.00% | −108,831−95.0% | Reduced |
| Krilogy Financial LLC | 5,790 | $1.15M | 0.10% | +2,358+68.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,838 | $1.16M | 0.03% | +16+0.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 5,900 | $1.17M | 1.01% | −5,538−48.4% | Reduced |
| Smith, Salley & Associates | 5,996 | $1.19M | 0.09% | −73−1.2% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.19M | 0.98% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,017 | $1.20M | 0.01% | +2,359+64.5% | Added |
| Vinva Investment Management Ltd | 6,149 | $1.20M | 0.10% | +6,149 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,110 | $1.22M | 0.24% | +117+2.0% | Added |
| SG Americas Securities, LLC | 6,256 | $1.24M | 0.02% | −5,910−48.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,291 | $1.25M | 0.04% | +6,291 | New |
| Verition Fund Management LLC | 6,334 | $1.26M | 0.02% | +4,052+177.6% | Added |
| North Star Asset Management Inc | 6,340 | $1.26M | 0.07% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,400 | $1.27M | 0.05% | −119−1.8% | Reduced |
| Fisher Asset Management, LLC | 6,503 | $1.29M | 0.00% | −921−12.4% | Reduced |
| Blair William & Co | 6,520 | $1.30M | 0.01% | −1,420−17.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,550 | $1.30M | 0.00% | +545+9.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,608 | $1.31M | 0.11% | −76−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 6,632 | $1.32M | 0.14% | −285−4.1% | Reduced |
| Marshall Financial Group Inc | 6,643 | $1.32M | 0.54% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,653 | $1.32M | 0.94% | −370−5.3% | Reduced |
| Consolidated Planning Corp | 6,678 | $1.33M | 0.34% | −84−1.2% | Reduced |
| Metis Global Partners, LLC | 6,834 | $1.36M | 0.09% | +1,863+37.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,840 | $1.36M | 0.04% | +1,993+41.1% | Added |
| Chesley Taft & Associates LLC | 6,842 | $1.36M | 0.09% | +232+3.5% | Added |
| Carret Asset Management, LLC | 6,891 | $1.37M | 0.19% | 00.0% | Unchanged |
| Veriti Management LLC | 6,938 | $1.38M | 0.16% | −354−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 6,973 | $1.39M | 0.04% | +6,973 | New |
| Cumberland Partners Ltd | 7,040 | $1.40M | 0.14% | +4,040+134.7% | Added |
| Gotham Asset Management, LLC | 7,058 | $1.40M | 0.03% | −25,216−78.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,160 | $1.42M | 0.17% | −344−4.6% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.43M | 0.07% | +4,216+142.5% | Added |
| Cipher Capital LP | 7,210 | $1.43M | 0.26% | +2,241+45.1% | Added |
| Credential Qtrade Securities Inc. | 7,258 | $1.44M | 0.10% | −173−2.3% | Reduced |
| Change Path, LLC | 7,357 | $1.46M | 0.07% | −263−3.5% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.47M | 1.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,701 | $1.53M | 0.06% | −600−7.2% | Reduced |
| Cape Investment Advisory, Inc. | 7,988 | $1.59M | 0.97% | +7,988 | New |
| UBS Oconnor LLC | 8,019 | $1.59M | 0.04% | +8,019 | New |
| Simplify Asset Management Inc. | 8,025 | $1.60M | 0.29% | +5,154+179.5% | Added |
| Parallel Advisors, LLC | 8,236 | $1.64M | 0.06% | −222−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 8,253 | $1.64M | 0.04% | −471−5.4% | Reduced |
| Metropolitan Life Insurance Co | 8,306 | $1.65M | 0.08% | −2,228−21.2% | Reduced |
| Thrivent Financial for Lutherans | 8,315 | $1.65M | 0.00% | +17+0.2% | Added |
| Cetera Investment Advisers | 8,404 | $1.67M | 0.01% | +4,387+109.2% | Added |
| New Mexico Educational Retirement Board | 8,600 | $1.71M | 0.09% | −300−3.4% | Reduced |
| Artemis Investment Management LLP | 8,613 | $1.71M | 0.02% | −79,646−90.2% | Reduced |
| WealthShield Partners, LLC | 8,639 | $1.72M | 0.28% | +873+11.2% | Added |
| Keybank National Association | 8,694 | $1.73M | 0.01% | +6,617+318.6% | Added |
| Creative Planning | 8,774 | $1.75M | 0.00% | +987+12.7% | Added |
| Global Retirement Partners, LLC | 9,539 | $1.78M | 0.09% | +366+4.0% | Added |
| Quantamental Technologies LLC | 9,060 | $1.80M | 0.97% | +6,907+320.8% | Added |
| Voya Financial Advisors, Inc. | 9,247 | $1.80M | 0.22% | −947−9.3% | Reduced |
| Stonebridge Capital Advisors LLC | 9,128 | $1.82M | 0.21% | −39−0.4% | Reduced |
| Icon Advisers Inc | 9,238 | $1.84M | 0.47% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 9,255 | $1.84M | 0.65% | +1,350+17.1% | Added |