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 | 940 | $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 |
|---|---|---|---|---|---|
| Steinberg Asset Management LLC | 11,931 | $2.37M | 2.41% | 00.0% | Unchanged |
| Natixis | 11,886 | $2.36M | 0.02% | −18,968−61.5% | Reduced |
| Raymond James Trust N.A. | 11,837 | $2.35M | 0.07% | −40−0.3% | Reduced |
| Harrell Investment Partners, LLC | 11,828 | $2.35M | 0.84% | +1,234+11.6% | Added |
| BOK Financial Private Wealth, Inc. | 11,389 | $2.27M | 0.18% | +613+5.7% | Added |
| Richard Bernstein Advisors LLC | 11,373 | $2.26M | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,299 | $2.25M | 0.08% | +456+4.2% | Added |
| Achmea Investment Management B.V. | 11,242 | $2.24M | 0.06% | +2,086+22.8% | Added |
| Advisory Services Network, LLC | 11,082 | $2.20M | 0.06% | +1,209+12.2% | Added |
| Resources Investment Advisors, LLC. | 10,983 | $2.18M | 0.05% | +2,082+23.4% | Added |
| Vestcor Inc | 10,978 | $2.18M | 0.08% | +6,554+148.1% | Added |
| ING Groep NV | 10,904 | $2.17M | 0.02% | +10,904 | New |
| Ethic Inc. | 10,578 | $2.10M | 0.09% | +4,288+68.2% | Added |
| Archford Capital Strategies, LLC | 10,618 | $2.09M | 0.44% | +388+3.8% | Added |
| La Banque Postale Asset Management SA | 10,387 | $2.07M | 0.05% | −519−4.8% | Reduced |
| Sumitomo Life Insurance Co | 10,382 | $2.06M | 0.17% | −57−0.5% | Reduced |
| Shell Asset Management Co | 10,297 | $2.05M | 0.08% | −13,273−56.3% | Reduced |
| First Hawaiian Bank | 10,290 | $2.05M | 0.07% | −5,780−36.0% | Reduced |
| Copperleaf Capital, LLC | 10,083 | $2.01M | 1.99% | −638−6.0% | Reduced |
| Bessemer Securities LLC | 9,899 | $1.97M | 0.92% | −1,900−16.1% | Reduced |
| Perpetual Ltd | 9,850 | $1.96M | 0.02% | +9,850 | New |
| JustInvest LLC | 9,697 | $1.93M | 0.07% | +2,516+35.0% | Added |
| Wunderlich Capital Managemnt | 9,637 | $1.92M | 1.00% | +154+1.6% | Added |
| Mercer Global Advisors Inc | 9,633 | $1.92M | 0.01% | −10−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 9,600 | $1.91M | 0.03% | +9,600 | New |
| Illinois Municipal Retirement Fund | 9,589 | $1.91M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,391 | $1.87M | 0.03% | −12,446−57.0% | Reduced |
| HighTower Advisors, LLC | 9,290 | $1.85M | 0.00% | +1,000+12.1% | Added |
| Greenup Street Wealth Management LLC | 9,255 | $1.84M | 0.65% | +1,350+17.1% | Added |
| Icon Advisers Inc | 9,238 | $1.84M | 0.47% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9,128 | $1.82M | 0.21% | −39−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 9,247 | $1.80M | 0.22% | −947−9.3% | Reduced |
| Quantamental Technologies LLC | 9,060 | $1.80M | 0.97% | +6,907+320.8% | Added |
| Global Retirement Partners, LLC | 9,539 | $1.78M | 0.09% | +366+4.0% | Added |
| Creative Planning | 8,774 | $1.75M | 0.00% | +987+12.7% | Added |
| Keybank National Association | 8,694 | $1.73M | 0.01% | +6,617+318.6% | Added |
| WealthShield Partners, LLC | 8,639 | $1.72M | 0.28% | +873+11.2% | Added |
| Artemis Investment Management LLP | 8,613 | $1.71M | 0.02% | −79,646−90.2% | Reduced |
| New Mexico Educational Retirement Board | 8,600 | $1.71M | 0.09% | −300−3.4% | Reduced |
| Cetera Investment Advisers | 8,404 | $1.67M | 0.01% | +4,387+109.2% | Added |
| Thrivent Financial for Lutherans | 8,315 | $1.65M | 0.00% | +17+0.2% | Added |
| Metropolitan Life Insurance Co | 8,306 | $1.65M | 0.08% | −2,228−21.2% | Reduced |
| Exchange Traded Concepts, LLC | 8,253 | $1.64M | 0.04% | −471−5.4% | Reduced |
| Parallel Advisors, LLC | 8,236 | $1.64M | 0.06% | −222−2.6% | Reduced |
| Simplify Asset Management Inc. | 8,025 | $1.60M | 0.29% | +5,154+179.5% | Added |
| UBS Oconnor LLC | 8,019 | $1.59M | 0.04% | +8,019 | New |
| Cape Investment Advisory, Inc. | 7,988 | $1.59M | 0.97% | +7,988 | New |
| E. Ohman J:or Asset Management AB | 7,701 | $1.53M | 0.06% | −600−7.2% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.47M | 1.00% | 00.0% | Unchanged |
| Change Path, LLC | 7,357 | $1.46M | 0.07% | −263−3.5% | Reduced |
| Credential Qtrade Securities Inc. | 7,258 | $1.44M | 0.10% | −173−2.3% | Reduced |
| Cipher Capital LP | 7,210 | $1.43M | 0.26% | +2,241+45.1% | Added |
| Suvretta Capital Management, LLC | 7,175 | $1.43M | 0.07% | +4,216+142.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,160 | $1.42M | 0.17% | −344−4.6% | Reduced |
| Gotham Asset Management, LLC | 7,058 | $1.40M | 0.03% | −25,216−78.1% | Reduced |
| Cumberland Partners Ltd | 7,040 | $1.40M | 0.14% | +4,040+134.7% | Added |
| Capstone Investment Advisors, LLC | 6,973 | $1.39M | 0.04% | +6,973 | New |
| Veriti Management LLC | 6,938 | $1.38M | 0.16% | −354−4.9% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.37M | 0.19% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,842 | $1.36M | 0.09% | +232+3.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,840 | $1.36M | 0.04% | +1,993+41.1% | Added |
| Metis Global Partners, LLC | 6,834 | $1.36M | 0.09% | +1,863+37.5% | Added |
| Consolidated Planning Corp | 6,678 | $1.33M | 0.34% | −84−1.2% | Reduced |
| Byrne Asset Management LLC | 6,653 | $1.32M | 0.94% | −370−5.3% | Reduced |
| Marshall Financial Group Inc | 6,643 | $1.32M | 0.54% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 6,632 | $1.32M | 0.14% | −285−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,608 | $1.31M | 0.11% | −76−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,550 | $1.30M | 0.00% | +545+9.1% | Added |
| Blair William & Co | 6,520 | $1.30M | 0.01% | −1,420−17.9% | Reduced |
| Fisher Asset Management, LLC | 6,503 | $1.29M | 0.00% | −921−12.4% | Reduced |
| Boston Financial Mangement LLC | 6,400 | $1.27M | 0.05% | −119−1.8% | Reduced |
| North Star Asset Management Inc | 6,340 | $1.26M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,334 | $1.26M | 0.02% | +4,052+177.6% | Added |
| Parallax Volatility Advisers, L.P. | 6,291 | $1.25M | 0.04% | +6,291 | New |
| SG Americas Securities, LLC | 6,256 | $1.24M | 0.02% | −5,910−48.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,110 | $1.22M | 0.24% | +117+2.0% | Added |
| Vinva Investment Management Ltd | 6,149 | $1.20M | 0.10% | +6,149 | New |
| Congress Asset Management Co | 6,017 | $1.20M | 0.01% | +2,359+64.5% | Added |
| Aquila Investment Management LLC | 6,000 | $1.19M | 0.98% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,996 | $1.19M | 0.09% | −73−1.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,900 | $1.17M | 1.01% | −5,538−48.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,838 | $1.16M | 0.03% | +16+0.3% | Added |
| Krilogy Financial LLC | 5,790 | $1.15M | 0.10% | +2,358+68.7% | Added |
| Balyasny Asset Management LLC | 5,723 | $1.14M | 0.00% | −108,831−95.0% | Reduced |
| Captrust Financial Advisors | 5,713 | $1.14M | 0.00% | +687+13.7% | Added |
| Everence Capital Management Inc | 5,698 | $1.13M | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,610 | $1.12M | 0.02% | −5,038−47.3% | Reduced |
| Herold Advisors, Inc. | 5,600 | $1.11M | 0.38% | 00.0% | Unchanged |
| Prudential PLC | 5,589 | $1.11M | 0.01% | −1,445−20.5% | Reduced |
| Trexquant Investment LP | 5,575 | $1.11M | 0.03% | +5,575 | New |
| Bridgefront Capital, LLC | 5,529 | $1.10M | 0.67% | +4,392+386.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,511 | $1.10M | 0.03% | +236+4.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 5,500 | $1.09M | 0.06% | −100−1.8% | Reduced |
| HF Advisory Group, LLC | 5,479 | $1.09M | 0.97% | −302−5.2% | Reduced |
| Bishop Rock Capital, L.P. | 5,471 | $1.09M | 1.69% | −702−11.4% | Reduced |
| Stratos Wealth Partners, LTD. | 5,462 | $1.09M | 0.03% | −878−13.8% | Reduced |
| Bank Ozk | 5,435 | $1.08M | 0.54% | −958−15.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,427 | $1.08M | 0.61% | +167+3.2% | Added |
| Seven Eight Capital, LP | 5,362 | $1.07M | 0.22% | +5,362 | New |
| Carmel Capital Partners, LLC | 5,316 | $1.06M | 0.63% | +296+5.9% | Added |