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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 1,312 | $260.9K | 0.06% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,311 | $260.7K | 0.08% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $260.5K | 0.17% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,310 | $260.5K | 0.02% | +14+1.1% | Added |
| PKO Investment Management Joint-Stock Co | 1,300 | $258.6K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,290 | $256.5K | 0.03% | +1,290 | New |
| Arkadios Wealth Advisors | 1,278 | $254.2K | 0.03% | −84−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,277 | $254.0K | 0.04% | −516−28.8% | Reduced |
| Wedmont Private Capital | 1,283 | $252.6K | 0.03% | −559−30.3% | Reduced |
| Pinebridge Investments, L.P. | 1,265 | $251.6K | 0.00% | −27,107−95.5% | Reduced |
| Cahaba Wealth Management, Inc. | 1,262 | $251.0K | 0.03% | −55−4.2% | Reduced |
| Ostrum Asset Management | 1,260 | $250.6K | 0.02% | +1,260 | New |
| Aprio Wealth Management, LLC | 1,256 | $249.8K | 0.08% | +178+16.5% | Added |
| Bremer Bank National Association | 1,232 | $245.0K | 0.05% | −133−9.7% | Reduced |
| Inspire Advisors, LLC | 1,192 | $237.1K | 0.05% | +146+14.0% | Added |
| Peterson Wealth Services | 1,186 | $235.9K | 0.12% | −56−4.5% | Reduced |
| Brown Advisory Inc | 1,183 | $235.3K | 0.00% | +98+9.0% | Added |
| Fundamentun, LLC | 1,173 | $233.3K | 0.04% | −559−32.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $228.7K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,148 | $228.3K | 0.02% | +1,148 | New |
| Shelton Capital Management | 1,146 | $227.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,114 | $221.6K | 0.02% | +72+6.9% | Added |
| Glenview Trust Co | 1,111 | $221.0K | 0.01% | +8+0.7% | Added |
| Ballentine Partners, LLC | 1,104 | $219.6K | 0.01% | +1,104 | New |
| Schechter Investment Advisors, LLC | 1,085 | $215.8K | 0.02% | +1,085 | New |
| Callan Capital, LLC | 1,074 | $213.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,073 | $213.4K | 0.02% | −144−11.8% | Reduced |
| Pinnacle Associates Ltd | 1,070 | $212.8K | 0.00% | +1,070 | New |
| Conning Inc. | 1,068 | $212.4K | 0.01% | −12−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,067 | $212.2K | 0.04% | +3+0.3% | Added |
| NewEdge Wealth, LLC | 1,062 | $211.2K | 0.01% | +1,062 | New |
| Confluence Wealth Services, Inc. | 1,053 | $209.4K | 0.05% | −1−0.1% | Reduced |
| Cim Investment Mangement Inc | 1,053 | $209.4K | 0.08% | +43+4.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $208.4K | 0.20% | −22−2.1% | Reduced |
| Scotia Capital Inc. | 1,045 | $207.8K | 0.00% | +1,045 | New |
| Acorn Financial Advisory Services Inc | 1,038 | $206.4K | 0.04% | −4−0.4% | Reduced |
| HBK Sorce Advisory LLC | 1,032 | $205.3K | 0.01% | −716−41.0% | Reduced |
| Good Life Advisors, LLC | 1,017 | $202.3K | 0.03% | +1,017 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,027 | $200.2K | 0.05% | +1,027 | New |
| Icon Wealth Partners, LLC | 997 | $198.3K | 0.02% | +997 | New |
| Raleigh Capital Management Inc. | 966 | $192.1K | 0.10% | +949+5,582.4% | Added |
| Penserra Capital Management LLC | 971 | $192.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 953 | $189.5K | 0.01% | −14−1.4% | Reduced |
| Ofi Invest Asset Management | 36,519,585 | $183.6K | 0.95% | +36,519,585 | New |
| Anchor Investment Management, LLC | 900 | $179.0K | 0.02% | +25+2.9% | Added |
| Mirova | 830 | $165.1K | 0.02% | −145−14.9% | Reduced |
| TD Private Client Wealth LLC | 830 | $165.1K | 0.01% | +201+32.0% | Added |
| Quadrant Capital Group LLC | 751 | $149.4K | 0.02% | +61+8.8% | Added |
| Lindbrook Capital, LLC | 736 | $146.4K | 0.02% | +58+8.6% | Added |
| State of Wyoming | 729 | $145.0K | 0.05% | −21−2.8% | Reduced |
| Kapitalo Investimentos Ltda | 721 | $143.4K | 0.05% | +721 | New |
| Brown Brothers Harriman & Co | 683 | $135.8K | 0.00% | −466−40.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 678 | $135.0K | 0.01% | +205+43.3% | Added |
| J.Safra Asset Management Corp | 672 | $133.7K | 0.02% | +672 | New |
| Clearstead Advisors, LLC | 653 | $129.9K | 0.01% | −142−17.9% | Reduced |
| Desjardins Global Asset Management Inc. | 648 | $129.0K | 0.02% | +648 | New |
| Acadian Asset Management LLC | 646 | $128.0K | 0.00% | +646 | New |
| TD Waterhouse Canada Inc. | 620 | $124.6K | 0.00% | −1−0.2% | Reduced |
| Massmutual Trust Co FSB | 612 | $121.7K | 0.00% | +435+245.8% | Added |
| Smithfield Trust Co | 595 | $121.0K | 0.01% | +321+117.2% | Added |
| Ancora Advisors, LLC | 601 | $119.5K | 0.00% | +11+1.9% | Added |
| Alta Advisers Ltd | 600 | $119.3K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 582 | $116.0K | 0.03% | +453+351.2% | Added |
| Central Trust Co | 579 | $115.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 563 | $112.0K | 0.01% | −2−0.4% | Reduced |
| Allworth Financial LP | 557 | $110.8K | 0.00% | +336+152.0% | Added |
| Hall Laurie J Trustee | 540 | $107.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $100.6K | 0.02% | +516 | New |
| TCTC Holdings, LLC | 496 | $98.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 455 | $90.5K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 443 | $88.1K | 0.01% | +25+6.0% | Added |
| Huntington National Bank | 433 | $86.1K | 0.00% | +30+7.4% | Added |
| RE Advisers Corp | 433 | $86.1K | 0.00% | +56+14.9% | Added |
| HM Payson & Co | 408 | $81.1K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 398 | $79.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 392 | $78.0K | 0.01% | +329+522.2% | Added |
| Private Trust Co NA | 387 | $77.0K | 0.01% | −7−1.8% | Reduced |
| Belpointe Asset Management LLC | 387 | $77.0K | 0.00% | +10+2.7% | Added |
| Carolinas Wealth Consulting LLC | 381 | $75.8K | 0.02% | −77−16.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 370 | $73.6K | 0.00% | +1+0.3% | Added |
| Clear Street Markets LLC | 365 | $73.0K | 0.02% | −1,292−78.0% | Reduced |
| Resurgent Financial Advisors LLC | 367 | $73.0K | 0.05% | −934−71.8% | Reduced |
| Oakworth Capital, Inc. | 365 | $72.6K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 354 | $70.4K | 0.03% | +342+2,850.0% | Added |
| Ellevest, Inc. | 352 | $70.0K | 0.01% | +46+15.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 345 | $68.6K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 337 | $67.0K | 0.01% | +337 | New |
| CVA Family Office, LLC | 325 | $64.6K | 0.01% | +10+3.2% | Added |
| IFP Advisors, Inc | 604 | $60.7K | 0.00% | −667−52.5% | Reduced |
| Lansing Street Advisors | 293 | $58.3K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $57.7K | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 289 | $57.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 282 | $56.1K | 0.01% | +42+17.5% | Added |
| Ten Capital Wealth Advisors, LLC | 269 | $53.5K | 0.02% | +269 | New |
| KB Financial Partners, LLC | 268 | $53.0K | 0.02% | −41−13.3% | Reduced |
| Column Capital Advisors, LLC | 266 | $52.9K | 0.01% | −65−19.6% | Reduced |
| MV Capital Management, Inc. | 257 | $51.1K | 0.01% | +31+13.7% | Added |
| Capital Analysts, LLC | 255 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 245 | $48.7K | 0.01% | +16+7.0% | Added |
| Central Bank & Trust Co | 245 | $48.7K | 0.01% | −29−10.6% | Reduced |