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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 242 | $48.1K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 241 | $47.9K | 0.01% | −43−15.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $46.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 232 | $46.0K | 0.01% | −1−0.4% | Reduced |
| Baystate Wealth Management LLC | 227 | $45.1K | 0.00% | +27+13.5% | Added |
| Headlands Technologies LLC | 224 | $44.6K | 0.03% | +86+62.3% | Added |
| Live Oak Investment Partners | – | $40.2K | 0.04% | – | – |
| Harbour Investments, Inc. | 201 | $40.0K | 0.00% | −38−15.9% | Reduced |
| Hollencrest Capital Management | 199 | $39.6K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 24,202 | $37.8K | 0.87% | +34+0.1% | Added |
| Focused Wealth Management, Inc | 186 | $37.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $36.0K | 0.02% | +181 | New |
| Quent Capital, LLC | 174 | $34.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 144 | $29.0K | 0.01% | +108+300.0% | Added |
| Johnson Financial Group, Inc. | 136 | $27.0K | 0.00% | +95+231.7% | Added |
| Old North State Trust, LLC | 135 | $27.0K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 134 | $26.7K | 0.00% | −178−57.1% | Reduced |
| Farmers & Merchants Investments Inc | 133 | $26.5K | 0.00% | −149−52.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 132 | $26.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $24.0K | 0.02% | −5−4.0% | Reduced |
| Knott David M Jr | 122 | $24.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 118 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $23.5K | 0.01% | +118 | New |
| Clean Yield Group | 114 | $22.7K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $21.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 103 | $20.5K | 0.00% | +103 | New |
| Caldwell Trust Co | 102 | $20.3K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 102 | $20.3K | 0.00% | +102 | New |
| Duncker Streett & Co Inc | 100 | $19.9K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $19.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $19.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $19.0K | 0.00% | +10+12.2% | Added |
| GeoWealth Management, LLC | 93 | $19.0K | 0.00% | +93 | New |
| Earnest Partners LLC | 91 | $18.1K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 91 | $18.0K | 0.00% | +4+4.6% | Added |
| Hexagon Capital Partners LLC | 86 | $17.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $17.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $16.9K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 84 | $16.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 76 | $15.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $15.0K | 0.00% | +10+15.6% | Added |
| Bogart Wealth, LLC | 73 | $14.5K | 0.00% | +21+40.4% | Added |
| Financial Management Professionals, Inc. | 71 | $14.0K | 0.00% | −18−20.2% | Reduced |
| AdvisorNet Financial, Inc | 70 | $13.9K | 0.00% | +16+29.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 68 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 67 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 66 | $13.1K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $13.0K | 0.00% | +64 | New |
| McIlrath & Eck, LLC | 65 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $12.9K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $12.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 62 | $12.6K | 0.00% | +62 | New |
| Larson Financial Group LLC | 60 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 60 | $11.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 59 | $11.7K | 0.00% | +2+3.5% | Added |
| JFS Wealth Advisors, LLC | 57 | $11.3K | 0.00% | −8−12.3% | Reduced |
| Endurance Wealth Management, Inc. | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 49 | $9.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 46 | $9.15K | 0.00% | +46 | New |
| Eagle Bay Advisors LLC | 44 | $8.75K | 0.00% | −16−26.7% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $8.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $8.03K | 0.00% | +5+14.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $7.00K | 0.00% | −107−75.4% | Reduced |
| Steward Financial Group LLC | 40 | $7.00K | 0.00% | +30+300.0% | Added |
| Close Asset Management Ltd | 35 | $7.00K | 0.00% | +35 | New |
| Antonetti Capital Management LLC | 35 | $6.96K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $6.56K | 0.00% | −16−32.7% | Reduced |
| Carolina Wealth Advisors, LLC | 33 | $6.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $6.36K | 0.00% | +13+68.4% | Added |
| Schubert & Co | 31 | $6.17K | 0.01% | −2−6.1% | Reduced |
| Delta Asset Management LLC | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $5.77K | 0.00% | −23−44.2% | Reduced |
| Worth Asset Management, LLC | 29 | $5.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $5.77K | 0.00% | +16+123.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.37K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.77K | 0.00% | −7−22.6% | Reduced |
| Kenfarb & Co. | 24 | $4.77K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $4.58K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 19 | $4.00K | 0.00% | −32−62.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19 | $3.78K | 0.00% | −32−62.7% | Reduced |
| Sound Income Strategies, LLC | 18 | $3.58K | 0.00% | +8+80.0% | Added |
| Raffa Wealth Management, LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.18K | 0.00% | +4+33.3% | Added |
| Heritage Wealth Advisors | 15 | $2.98K | 0.00% | −195−92.9% | Reduced |
| TFC Financial Management | 14 | $2.79K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 14 | $2.78K | 0.00% | −4−22.2% | Reduced |
| Assetmark, Inc | 13 | $2.59K | 0.00% | −2−13.3% | Reduced |
| Values First Advisors, Inc. | 12 | $2.46K | 0.00% | +12 | New |