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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, Q2 2023

Institutional positions in IQVIA Holdings Inc. as of Jun 30, 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
934
+11 vs. Q1 2023
Shares held
161.8M
−38.0M (−19.0%) vs. Q1 2023
Total value
$36.3B
+$4.04B (+12.5%) vs. Q1 2023
New holders
97
345 more added
Sold out
86
346 more reduced

5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 934 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 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 heldQ2 2023: $36.3B
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 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2023.

Institutions holding IQV in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank5,724$10.00%+5,724New
SOA Wealth Advisors, LLC.1$2250.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.3$6740.00%00.0%Unchanged
True Wealth Design, LLC3$6750.00%00.0%Unchanged
Venturi Wealth Management, LLC3$6750.00%+3New
Global Financial Private Client, LLC4$8840.00%00.0%Unchanged
USA Financial Portformulas Corp4$8990.00%00.0%Unchanged
Avion Wealth5$1.00K0.00%+5New
Safeguard Financial, LLC3$1.00K0.00%+3New
Wolff Wiese Magana LLC5$1.12K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$1.35K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$1.35K0.00%−2−25.0%Reduced
Trifecta Capital Advisors, LLC6$1.35K0.00%00.0%Unchanged
North Star Investment Management Corp.7$1.57K0.00%00.0%Unchanged
Versant Capital Management, Inc7$1.57K0.00%+7New
Financial Synergies Wealth Advisors, Inc.7$1.57K0.00%−1−12.5%Reduced
Fiduciary Alliance LLC8$1.80K0.00%+8New
RFP Financial Group LLC9$2.02K0.00%00.0%Unchanged
WealthPLAN Partners, LLC10$2.25K0.00%00.0%Unchanged
Independence Bank of Kentucky11$2.47K0.00%+11New
Lee Financial Co11$2.47K0.00%00.0%Unchanged
NewSquare Capital LLC12$2.70K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$2.70K0.00%+2+20.0%Added
Disciplined Investments, LLC13$2.92K0.00%−3−18.8%Reduced
Assetmark, Inc13$2.92K0.00%00.0%Unchanged
KB Financial Partners, LLC13$3.00K0.00%−255−95.1%Reduced
TSFG, LLC13$3.00K0.00%+6+85.7%Added
Bollard Group LLC15$3.00K0.00%+15New
Webster Bank, N. A.16$3.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$3.82K0.00%00.0%Unchanged
Red Tortoise LLC17$3.82K0.00%00.0%Unchanged
Bartlett & Co. LLC19$4.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$4.05K0.00%00.0%Unchanged
Pier Capital, LLC18$4.05K0.00%+18New
Bartlett & Co. Wealth Management LLC19$4.27K0.00%00.0%Unchanged
Key Financial Inc19$4.27K0.00%+19New
First Command Bank20$4.50K0.00%+20New
First Command Financial Services, Inc.20$4.50K0.00%+20New
TFC Financial Management20$4.50K0.00%+6+42.9%Added
Caldwell Sutter Capital, Inc.21$4.72K0.00%+18+600.0%Added
Blue Bell Private Wealth Management, LLC22$4.95K0.00%00.0%Unchanged
Front Row Advisors LLC23$5.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC22$5.00K0.00%+12+120.0%Added
Robinswood Financial LLC23$5.17K0.00%+23New
Bell Investment Advisors, Inc23$5.17K0.00%−1−4.2%Reduced
HHM Wealth Advisors, LLC23$5.17K0.00%00.0%Unchanged
PFS Partners, LLC23$5.17K0.00%+23New
Kenfarb & Co.24$5.39K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP24$5.39K0.00%+10+71.4%Added
Missouri Trust & Investment Co24$5.39K0.00%+24New
Ronald Blue Trust, Inc.33$6.00K0.00%−59−64.1%Reduced
Coston, McIsaac & Partners29$6.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC27$6.00K0.00%+22+440.0%Added
Moisand Fitzgerald Tamayo, LLC27$6.07K0.00%00.0%Unchanged
Worth Asset Management, LLC29$6.52K0.00%00.0%Unchanged
Abound Wealth Management29$6.52K0.00%00.0%Unchanged
Delta Asset Management LLC30$6.74K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$6.74K0.00%00.0%Unchanged
Grove Bank & Trust30$6.74K0.00%00.0%Unchanged
Jones Financial Companies LLLP33$7.42K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC33$7.42K0.00%00.0%Unchanged
Antonetti Capital Management LLC35$7.87K0.01%00.0%Unchanged
Hanson & Doremus Investment Management36$8.00K0.00%−108−75.0%Reduced
Close Asset Management Ltd35$8.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC39$8.77K0.01%−5−11.4%Reduced
Roffman Miller Associates Inc40$8.99K0.00%+40New
Prestige Wealth Management Group LLC41$9.22K0.00%00.0%Unchanged
WR Wealth Planners, LLC47$10.6K0.00%+1+2.2%Added
ClariVest Asset Management LLC51$11.0K0.00%00.0%Unchanged
Manchester Capital Management LLC50$11.2K0.00%−342−87.2%Reduced
Riggs Asset Managment Co. Inc.50$11.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC50$11.2K0.00%+50New
Endurance Wealth Management, Inc.55$12.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC55$12.0K0.00%+54+5,400.0%Added
Sandy Spring Bank57$12.8K0.00%+53+1,325.0%Added
JFS Wealth Advisors, LLC58$13.0K0.00%+1+1.8%Added
Farther Finance Advisors, LLC59$13.3K0.00%+19+47.5%Added
Hexagon Capital Partners LLC60$13.5K0.00%−26−30.2%Reduced
Larson Financial Group LLC60$13.5K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.61$13.7K0.01%+1+1.7%Added
Asset Dedication, LLC64$14.0K0.00%−10−13.5%Reduced
McIlrath & Eck, LLC65$14.6K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$14.6K0.00%00.0%Unchanged
Emfo, LLC65$14.6K0.01%00.0%Unchanged
Rational Advisors LLC66$14.8K0.00%00.0%Unchanged
Core Alternative Capital66$14.8K0.00%+7+11.9%Added
Tyler-Stone Wealth Management65$15.0K0.01%+65New
Fuller & Thaler Asset Management, Inc.67$15.1K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$15.3K0.01%00.0%Unchanged
Bogart Wealth, LLC73$16.4K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC74$16.6K0.00%+20+37.0%Added
TD Ameritrade Investment Management, LLC77$17.0K0.00%−14−15.4%Reduced
West Paces Advisors Inc.76$17.1K0.01%00.0%Unchanged
AdvisorNet Financial, Inc81$18.2K0.00%+11+15.7%Added
China Universal Asset Management Co., Ltd.84$18.9K0.01%00.0%Unchanged
Riverview Trust Co85$19.1K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$19.3K0.01%00.0%Unchanged
First Capital Advisors Group, LLC.89$20.0K0.01%+89New
Earnest Partners LLC91$20.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.93$21.0K0.00%+22+31.0%Added