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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 5,238 | $1.04M | 0.02% | +89+1.7% | Added |
| Banque Cantonale Vaudoise | 5,211 | $1.04M | 0.05% | −33−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,178 | $1.03M | 0.09% | +95+1.9% | Added |
| Geneos Wealth Management Inc. | 5,126 | $1.02M | 0.06% | −956−15.7% | Reduced |
| Empirical Finance, LLC | 5,111 | $1.02M | 0.10% | +212+4.3% | Added |
| First Horizon Advisors, Inc. | 5,020 | $998.4K | 0.04% | −12−0.2% | Reduced |
| Davy Global Fund Management Ltd | 4,979 | $990.3K | 0.19% | −227−4.4% | Reduced |
| Pathstone Family Office, LLC | 4,901 | $988.6K | 0.02% | −3,448−41.3% | Reduced |
| KLK Capital Management LLC | 4,854 | $965.4K | 1.24% | +24+0.5% | Added |
| Private Advisor Group, LLC | 4,832 | $961.0K | 0.01% | −6,110−55.8% | Reduced |
| Walleye Trading LLC | 4,771 | $948.9K | 0.03% | −4,699−49.6% | Reduced |
| Quarry LP | 4,679 | $930.6K | 0.52% | +3,090+194.5% | Added |
| Poplar Forest Capital LLC | 4,667 | $928.2K | 0.11% | +3,016+182.7% | Added |
| Natixis Investment Managers International | 4,660 | $926.8K | 0.07% | −520−10.0% | Reduced |
| Kinneret Advisory, LLC | 4,599 | $914.7K | 0.12% | −247−5.1% | Reduced |
| National Asset Management, Inc. | 4,586 | $912.1K | 0.02% | −223−4.6% | Reduced |
| First Foundation Advisors | 4,544 | $903.8K | 0.04% | −13,440−74.7% | Reduced |
| PFG Advisors | 4,518 | $898.6K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,430 | $881.1K | 0.19% | +415+10.3% | Added |
| Chicago Capital, LLC | 4,332 | $861.6K | 0.04% | +21+0.5% | Added |
| Lincoln National Corp | 4,267 | $848.7K | 0.02% | +136+3.3% | Added |
| Papp L Roy & Associates | 4,247 | $844.7K | 0.11% | +245+6.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,223 | $839.9K | 0.17% | +42+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 4,185 | $832.0K | 0.02% | −3,084−42.4% | Reduced |
| L & S Advisors Inc | 4,168 | $829.0K | 0.12% | −761−15.4% | Reduced |
| Beacon Financial Group | 4,183 | $824.0K | 0.11% | −830−16.6% | Reduced |
| Hantz Financial Services, Inc. | 4,139 | $823.0K | 0.02% | +1,585+62.1% | Added |
| Fiduciary Trust Co | 4,134 | $822.2K | 0.02% | +29+0.7% | Added |
| World Equity Group, Inc. | 2,561 | $821.8K | 0.14% | −3,049−54.3% | Reduced |
| Salem Investment Counselors Inc | 4,126 | $820.6K | 0.03% | −489−10.6% | Reduced |
| Glenmede Trust Co NA | 4,074 | $810.3K | 0.00% | −7,818−65.7% | Reduced |
| United Community Bank | 4,065 | $808.5K | 0.76% | 00.0% | Unchanged |
| Summit X, LLC | 3,958 | $787.2K | 0.20% | −75−1.9% | Reduced |
| Burns Matteson Capital Management, LLC | 3,937 | $783.0K | 0.50% | +29+0.7% | Added |
| Fairbanks Capital Management, Inc. | 3,924 | $780.4K | 0.62% | +3,924 | New |
| Tokio Marine Asset Management Co Ltd | 3,901 | $775.9K | 0.05% | +625+19.1% | Added |
| Continuum Advisory, LLC | 3,841 | $763.9K | 0.13% | +5+0.1% | Added |
| Money Concepts Capital Corp | 3,818 | $759.4K | 0.04% | −127−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,791 | $754.0K | 0.02% | −3,639−49.0% | Reduced |
| Strategic Investment Advisors | 3,756 | $747.0K | 0.14% | +3,756 | New |
| Toroso Investments, LLC | 3,742 | $744.0K | 0.02% | +232+6.6% | Added |
| Advisor Partners II, LLC | 3,738 | $743.5K | 0.04% | +105+2.9% | Added |
| Liberty One Investment Management, LLC | 3,727 | $741.3K | 0.10% | −29−0.8% | Reduced |
| Biltmore Family Office, LLC | 3,707 | $737.3K | 0.16% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,697 | $735.3K | 0.31% | −84−2.2% | Reduced |
| Dimension Capital Management LLC | 3,685 | $732.9K | 0.17% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 3,677 | $731.3K | 0.10% | −175−4.5% | Reduced |
| Bridgewater Associates, LP | 3,659 | $727.7K | 0.00% | +444+13.8% | Added |
| Wall Street Access Asset Management, LLC | 3,649 | $725.8K | 0.48% | +400+12.3% | Added |
| IVC Wealth Advisors LLC | 3,564 | $708.8K | 0.50% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,514 | $698.9K | 0.00% | −416−10.6% | Reduced |
| Client 1st Advisory Group, LLC | 3,507 | $697.5K | 0.38% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,502 | $697.0K | 0.14% | +3,502 | New |
| Michael B. Yongue | 3,477 | $691.5K | 0.66% | −185−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 3,420 | $680.2K | 0.01% | −210−5.8% | Reduced |
| Kestra Advisory Services, LLC | 3,392 | $674.6K | 0.01% | −4,058−54.5% | Reduced |
| First Pacific Advisors, LP | 3,385 | $673.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 3,365 | $669.0K | 0.28% | +1,108+49.1% | Added |
| Brookstone Capital Management | 3,294 | $667.4K | 0.01% | −32−1.0% | Reduced |
| Versor Investments LP | 3,352 | $666.7K | 0.09% | −2,039−37.8% | Reduced |
| Ratan Capital Management LP | 3,342 | $665.0K | 1.80% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,325 | $661.3K | 0.40% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,284 | $653.0K | 0.03% | −1,260−27.7% | Reduced |
| Bowman & Co S.C. | 3,279 | $652.2K | 0.48% | +311+10.5% | Added |
| Guardian Capital LP | 3,224 | $641.2K | 0.02% | −377−10.5% | Reduced |
| Snowden Capital Advisors LLC | 3,195 | $635.5K | 0.02% | −103−3.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,173 | $631.1K | 0.23% | +671+26.8% | Added |
| Harbor Capital Advisors, Inc. | 3,164 | $629.3K | 0.18% | +3,164 | New |
| Integrated Advisors Network LLC | 3,126 | $621.7K | 0.04% | −1,468−32.0% | Reduced |
| ETF Managers Group, LLC | 3,121 | $620.7K | 0.02% | +46+1.5% | Added |
| Jefferies Financial Group Inc. | 3,118 | $620.1K | 0.01% | −3,335−51.7% | Reduced |
| Ameliora Wealth Management Ltd. | 3,090 | $614.6K | 0.36% | +3,090 | New |
| Meeder Advisory Services, Inc. | 3,086 | $613.8K | 0.07% | −15−0.5% | Reduced |
| Agf Management Ltd | 3,077 | $612.0K | 0.00% | +3,077 | New |
| Leonteq Securities AG | 3,062 | $609.0K | 0.06% | +837+37.6% | Added |
| Cetera Advisors LLC | 3,055 | $607.6K | 0.01% | −89−2.8% | Reduced |
| V Wealth Advisors LLC | 3,020 | $600.6K | 0.11% | −18−0.6% | Reduced |
| AtonRa Partners | 3,017 | $600.1K | 0.88% | −313−9.4% | Reduced |
| S&CO Inc | 3,000 | $596.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,988 | $594.3K | 0.11% | −87−2.8% | Reduced |
| Greenleaf Trust | 2,939 | $584.5K | 0.01% | −182−5.8% | Reduced |
| Unigestion Holding SA | 2,990 | $582.9K | 0.03% | −968−24.5% | Reduced |
| Perigon Wealth Management, LLC | 2,919 | $580.6K | 0.03% | +4+0.1% | Added |
| Coldstream Capital Management Inc | 2,871 | $571.0K | 0.02% | +124+4.5% | Added |
| Profund Advisors LLC | 2,840 | $564.8K | 0.03% | −19,075−87.0% | Reduced |
| United Capital Financial Advisers, LLC | 2,837 | $564.3K | 0.00% | +455+19.1% | Added |
| Great Lakes Advisors, LLC | 2,821 | $561.1K | 0.01% | −69−2.4% | 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 |
| Echo Street Capital Management LLC | 2,799 | $556.7K | 0.01% | −13,841−83.2% | Reduced |
| Veritable, L.P. | 2,772 | $551.3K | 0.01% | −562−16.9% | Reduced |
| Magnolia Capital Advisors LLC | 2,744 | $545.8K | 0.28% | +300+12.3% | Added |
| CWM, LLC | 2,742 | $545.0K | 0.00% | −296−9.7% | Reduced |
| Financial Insights, Inc. | 2,729 | $542.8K | 0.22% | +2,729 | New |
| MQS Management LLC | 2,718 | $540.6K | 0.35% | +1,598+142.7% | Added |
| Mirabella Financial Services LLP | 2,693 | $535.6K | 0.11% | +2,693 | New |
| Wetherby Asset Management Inc | 2,664 | $529.8K | 0.03% | −87−3.2% | Reduced |
| Aspire Private Capital, LLC | 2,645 | $526.1K | 0.17% | +2,645 | New |