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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: 940 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 2021940$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
Welch & Forbes LLC2,600$517.1K0.01%00.0%Unchanged
Renaissance Technologies LLC2,500$497.0K0.00%+2,500New
Integrated Wealth Concepts LLC2,483$494.0K0.01%+94+3.9%Added
Meridian Wealth Management, LLC2,478$492.8K0.04%+290+13.3%Added
Jasper Ridge Partners, L.P.2,459$489.1K0.02%00.0%Unchanged
Principal Street Partners, LLC2,459$489.1K0.12%+178+7.8%Added
Strategic Blueprint, LLC2,426$482.5K0.05%−43−1.7%Reduced
Lido Advisors, LLC2,413$479.9K0.01%−277−10.3%Reduced
Partners Capital Investment Group, LLP2,374$472.2K0.02%00.0%Unchanged
Pitcairn Co2,327$462.8K0.04%+85+3.8%Added
Gabelli Funds LLC2,300$457.4K0.00%+850+58.6%Added
CWM Advisors, LLC2,280$453.5K0.06%+189+9.0%Added
FDx Advisors, Inc.2,210$453.0K0.02%00.0%Unchanged
Outlook Wealth Advisors, LLC2,270$451.5K0.20%+87+4.0%Added
Fund Management at Engine No. 1 LLC2,251$447.7K0.09%+207+10.1%Added
Horizon Investments, LLC2,243$446.1K0.01%+138+6.6%Added
Symmetry Partners, LLC2,244$446.0K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.2,242$445.9K0.02%00.0%Unchanged
Cigna Investments Inc2,236$445.0K0.09%−50−2.2%Reduced
We Are One Seven, LLC2,218$441.1K0.03%+178+8.7%Added
Trust Asset Management LLC2,194$436.4K0.05%+60+2.8%Added
MSH Capital Advisors LLC2,176$432.8K0.18%+482+28.5%Added
Apollon Wealth Management, LLC2,162$430.0K0.03%−634−22.7%Reduced
Ironsides Asset Advisors, LLC2,145$426.6K0.19%00.0%Unchanged
Veracity Capital LLC2,144$426.4K0.20%−17−0.8%Reduced
Lumature Wealth Partners, LLC2,142$426.0K0.24%−112−5.0%Reduced
Inceptionr LLC2,134$424.4K0.14%+144+7.2%Added
Latitude Advisors, LLC2,130$423.6K0.31%00.0%Unchanged
Stevens Capital Management LP2,128$423.0K0.10%+2,128New
Level Four Advisory Services, LLC2,117$421.1K0.03%−86−3.9%Reduced
Moody National Bank Trust Division2,103$418.3K0.04%00.0%Unchanged
John G Ullman & Associates Inc2,100$418.0K0.07%00.0%Unchanged
Cutter & CO Brokerage, Inc.2,098$417.3K0.13%−25−1.2%Reduced
Northeast Financial Consultants Inc2,080$413.7K0.03%00.0%Unchanged
Busey Wealth Management2,080$413.7K0.02%00.0%Unchanged
Tranquilli Financial Advisor LLC2,066$410.9K0.31%+131+6.8%Added
Regatta Capital Group, LLC1,977$405.1K0.14%00.0%Unchanged
Centaurus Financial, Inc.2,035$405.0K0.03%+1,522+296.7%Added
Valeo Financial Advisors, LLC2,031$403.9K0.02%+290+16.7%Added
Alliance Wealth Advisors, LLC2,028$403.3K0.30%−108−5.1%Reduced
Great Valley Advisor Group, Inc.2,025$402.8K0.02%+520+34.6%Added
KRS Capital Management, LLC1,990$395.8K0.45%00.0%Unchanged
Signaturefd, LLC1,988$395.4K0.01%+26+1.3%Added
Simplex Trading, LLC1,937$385.0K0.02%+1,937New
EFG Asset Management (Americas) Corp.1,924$382.7K0.09%+210+12.3%Added
Flputnam Investment Management Co1,923$382.5K0.01%+64+3.4%Added
Principle Wealth Partners LLC1,920$381.9K0.04%00.0%Unchanged
Ossiam1,905$378.9K0.01%+299+18.6%Added
Vident Investment Advisory, LLC1,873$372.5K0.01%+541+40.6%Added
Virtue Capital Management, LLC1,952$370.8K0.06%−90−4.4%Reduced
Edge Capital Group, LLC1,848$367.5K0.02%+13+0.7%Added
Gsa Capital Partners LLP1,843$367.0K0.04%−6,690−78.4%Reduced
EP Wealth Advisors, LLC5,050$353.8K0.01%+5,050New
ProVise Management Group, LLC1,755$349.1K0.03%−620−26.1%Reduced
AMG National Trust Bank1,755$349.1K0.01%−220−11.1%Reduced
Altfest L J & Co Inc1,755$349.0K0.05%+1+0.1%Added
Fukoku Mutual Life Insurance Co1,730$344.1K0.03%00.0%Unchanged
Group One Trading, L.P.1,723$342.7K0.02%+1,723New
Checchi Capital Advisers, LLC1,720$342.1K0.03%+110+6.8%Added
Clarius Group, LLC1,653$328.8K0.03%+24+1.5%Added
CIBC World Markets Inc.1,648$328.0K0.00%+18+1.1%Added
Vestmark Advisory Solutions, Inc.1,623$322.8K0.01%+19+1.2%Added
Petrus Trust Company, LTA1,610$320.2K0.04%+1,610New
Kula Investments, LLC1,604$319.0K0.08%+1,604New
Avantax Advisory Services, Inc.1,601$318.4K0.00%+96+6.4%Added
Sequoia Financial Advisors, LLC1,594$317.0K0.01%+69+4.5%Added
BCJ Capital Management, LLC1,582$314.6K0.03%−219−12.2%Reduced
9258 Wealth Management, LLC1,574$313.1K0.06%−38−2.4%Reduced
Siemens Fonds Invest GmbH1,574$313.1K0.03%−27−1.7%Reduced
Andesa Financial Management Inc.2,545$310.8K0.16%+1,200+89.2%Added
Optas, LLC1,559$310.1K0.11%+1,559New
Mutual Advisors, LLC1,554$309.1K0.01%+78+5.3%Added
Allred Capital Management, LLC1,538$305.9K0.16%+78+5.3%Added
MTM Investment Management, LLC1,531$304.5K0.16%+78+5.4%Added
Richard W. Paul & Associates, LLC1,519$302.1K0.14%+1,519New
MidWestOne Financial Group, Inc.1,490$296.3K0.07%−600−28.7%Reduced
Nova R Wealth, Inc.1,485$295.4K0.20%+12+0.8%Added
Angeles Wealth Management, LLC1,470$292.4K0.04%−1−0.1%Reduced
Kestra Private Wealth Services, LLC1,460$290.4K0.01%+1,460New
Stock Yards Bank & Trust Co1,451$289.0K0.01%−312−17.7%Reduced
Regions Financial Corp1,442$287.0K0.00%+290+25.2%Added
Atom Investors LP1,443$287.0K0.16%+1,443New
Campbell & CO Investment Adviser LLC1,402$278.8K0.05%+110+8.5%Added
Gladstone Institutional Advisory LLC1,398$278.0K0.02%+125+9.8%Added
AlphaQ Advisors LLC1,393$277.1K0.24%−58−4.0%Reduced
Knights of Columbus Asset Advisors LLC1,389$276.3K0.03%+1,389New
Courier Capital LLC1,379$274.3K0.03%+1,379New
TownSquare Capital, LLC1,368$272.1K0.01%+1,368New
Enterprise Financial Services Corp1,358$270.1K0.18%−88−6.1%Reduced
Ashton Thomas Private Wealth, LLC1,352$268.9K0.02%−2−0.1%Reduced
Waldron Private Wealth LLC1,349$268.3K0.01%+48+3.7%Added
Forum Financial Management, LP1,344$267.3K0.01%+16+1.2%Added
Blueshift Asset Management, LLC1,330$264.5K0.11%−632−32.2%Reduced
CAPROCK Group, Inc.1,325$263.5K0.02%−157−10.6%Reduced
Great Diamond Partners, LLC1,322$262.9K0.08%−8−0.6%Reduced
Phoenix Holdings Ltd.1,360$262.8K0.01%−2,424−64.1%Reduced
Pinnacle Wealth Planning Services, Inc.1,322$262.8K0.04%+148+12.6%Added
Klingenstein Fields & Co LP1,321$262.7K0.01%00.0%Unchanged
Independent Advisor Alliance1,320$262.5K0.01%+1,320New
Beacon Pointe Advisors, LLC1,319$262.3K0.00%+245+22.8%Added