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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Taikang Asset Management (Hong Kong) Co Ltd | 12,101 | $21.3K | 0.63% | −12,101−50.0% | Reduced |
| Umb Bank N A | 98 | $22.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $22.9K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 102 | $22.9K | 0.01% | +102 | New |
| American National Bank | 103 | $23.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $23.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $25.0K | 0.02% | −8−6.6% | Reduced |
| Quarry LP | 114 | $25.6K | 0.02% | −4,565−97.6% | Reduced |
| Clean Yield Group | 114 | $25.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $26.5K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 122 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $28.1K | 0.00% | −8−6.0% | Reduced |
| State of Wyoming | 126 | $28.3K | 0.01% | −603−82.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 132 | $29.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 134 | $30.0K | 0.00% | +41+44.1% | Added |
| Magellan Asset Management Ltd | 134 | $30.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 147 | $33.0K | 0.00% | +147 | New |
| Zions Bancorporation, N.A. | 151 | $33.9K | 0.00% | −922−85.9% | Reduced |
| AllSquare Wealth Management LLC | 181 | $36.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 166 | $37.3K | 0.01% | −215−56.4% | Reduced |
| Johnson Financial Group, Inc. | 172 | $38.7K | 0.00% | +36+26.5% | Added |
| Quent Capital, LLC | 174 | $39.1K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 186 | $41.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 199 | $44.7K | 0.01% | +150+306.1% | Added |
| Capital Analysts, LLC | 199 | $45.0K | 0.00% | −56−22.0% | Reduced |
| Live Oak Investment Partners | – | $45.4K | 0.04% | – | – |
| Harbour Investments, Inc. | 220 | $49.4K | 0.00% | +19+9.5% | Added |
| Baystate Wealth Management LLC | 227 | $51.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $52.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 236 | $53.0K | 0.01% | +4+1.7% | Added |
| Deseret Mutual Benefit Administrators | 242 | $54.4K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 243 | $55.0K | 0.02% | −122−33.4% | Reduced |
| Central Bank & Trust Co | 245 | $55.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 255 | $57.0K | 0.01% | −327−56.2% | Reduced |
| CVA Family Office, LLC | 255 | $57.3K | 0.01% | −70−21.5% | Reduced |
| IFP Advisors, Inc | 589 | $59.2K | 0.00% | −15−2.5% | Reduced |
| Column Capital Advisors, LLC | 266 | $59.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 280 | $62.9K | 0.01% | +39+16.2% | Added |
| Sun Life Financial INC | 289 | $65.0K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 293 | $65.9K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 293 | $65.9K | 0.02% | +48+19.6% | Added |
| Clearstead Advisors, LLC | 300 | $67.4K | 0.00% | −353−54.1% | Reduced |
| ICA Group Wealth Management, LLC | 301 | $67.7K | 0.02% | +301 | New |
| Mirova | 308 | $69.2K | 0.01% | −522−62.9% | Reduced |
| Itau Unibanco Holding S.A. | 318 | $71.5K | 0.00% | −26,437−98.8% | Reduced |
| MV Capital Management, Inc. | 319 | $71.7K | 0.01% | +62+24.1% | Added |
| Bay Harbor Wealth Management, LLC | 331 | $74.4K | 0.03% | −23−6.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 337 | $75.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 342 | $76.9K | 0.01% | +60+21.3% | Added |
| Private Ocean, LLC | 369 | $82.9K | 0.01% | +369 | New |
| Resurgent Financial Advisors LLC | 370 | $83.2K | 0.06% | +3+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 375 | $84.3K | 0.00% | +5+1.4% | Added |
| Paradigm Asset Management Co LLC | 398 | $89.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 403 | $90.6K | 0.00% | −176−30.4% | Reduced |
| Oakworth Capital, Inc. | 404 | $90.8K | 0.01% | +39+10.7% | Added |
| HM Payson & Co | 408 | $91.7K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 433 | $97.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 444 | $98.2K | 0.02% | +444 | New |
| TCTC Holdings, LLC | 496 | $111.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 499 | $112.2K | 0.01% | +112+28.9% | Added |
| Hall Laurie J Trustee | 540 | $121.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 548 | $123.2K | 0.00% | −3,578−86.7% | Reduced |
| Brown Brothers Harriman & Co | 551 | $123.8K | 0.00% | −132−19.3% | Reduced |
| Sunbelt Securities, Inc. | 556 | $125.0K | 0.02% | +40+7.8% | Added |
| Colonial Trust Advisors | 563 | $126.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 608 | $134.6K | 0.00% | −12−1.9% | Reduced |
| Alta Advisers Ltd | 600 | $134.9K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 606 | $136.0K | 0.01% | +11+1.8% | Added |
| Huntington National Bank | 611 | $137.3K | 0.00% | +178+41.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 621 | $140.0K | 0.01% | −57−8.4% | Reduced |
| Paloma Partners Management Co | 646 | $145.2K | 0.03% | +646 | New |
| Allworth Financial LP | 664 | $149.2K | 0.00% | +107+19.2% | Added |
| Massmutual Trust Co FSB | 709 | $159.4K | 0.01% | +97+15.8% | Added |
| Quadrant Capital Group LLC | 733 | $164.8K | 0.02% | −18−2.4% | Reduced |
| J.Safra Asset Management Corp | 768 | $172.6K | 0.02% | +96+14.3% | Added |
| Ancora Advisors, LLC | 802 | $180.3K | 0.00% | +201+33.4% | Added |
| Harbor Investment Advisory, LLC | 812 | $182.5K | 0.03% | −465−36.4% | Reduced |
| Westpac Banking Corp | 845 | $189.9K | 0.01% | −14,329−94.4% | Reduced |
| Capstone Investment Advisors, LLC | 860 | $193.3K | 0.01% | −6,113−87.7% | Reduced |
| TD Private Client Wealth LLC | 846 | $193.3K | 0.01% | +16+1.9% | Added |
| Lindbrook Capital, LLC | 884 | $198.7K | 0.02% | +148+20.1% | Added |
| Atlas Capital Advisors LLC | 890 | $200.0K | 0.03% | +600+206.9% | Added |
| Cypress Wealth Services, LLC | 905 | $200.3K | 0.05% | +905 | New |
| Anchor Investment Management, LLC | 900 | $202.3K | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 910 | $204.5K | 0.05% | +910 | New |
| Qtron Investments LLC | 913 | $205.2K | 0.04% | +913 | New |
| Good Life Advisors, LLC | 916 | $205.9K | 0.02% | −101−9.9% | Reduced |
| First Affirmative Financial Network | 931 | $209.2K | 0.21% | +931 | New |
| Brevan Howard Capital Management LP | 946 | $212.6K | 0.04% | +946 | New |
| Cook Wealth Management Group LLC | 961 | $215.8K | 0.17% | +961 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 966 | $217.1K | 0.08% | +966 | New |
| Winslow Capital Management, LLC | 973 | $218.7K | 0.00% | −1,025,747−99.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 974 | $218.9K | 0.01% | +21+2.2% | Added |
| Buckley Wealth Management, LLC | 978 | $219.8K | 0.07% | +978 | New |
| Winton Group Ltd | 979 | $220.1K | 0.02% | +979 | New |
| AMG National Trust Bank | 984 | $221.2K | 0.01% | −771−43.9% | Reduced |
| TownSquare Capital, LLC | 986 | $221.6K | 0.00% | −382−27.9% | Reduced |