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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 988 | $222.1K | 0.07% | +988 | New |
| Tilt Investment Management Holdings, PBC | 995 | $223.6K | 0.15% | +995 | New |
| Icon Wealth Partners, LLC | 997 | $224.1K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,008 | $226.8K | 0.17% | +1,008 | New |
| Pinnacle Associates Ltd | 1,013 | $227.7K | 0.00% | −57−5.3% | Reduced |
| Arkadios Wealth Advisors | 1,022 | $229.7K | 0.03% | −256−20.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,038 | $233.3K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,044 | $234.7K | 0.02% | −41−3.8% | Reduced |
| HBK Sorce Advisory LLC | 1,044 | $234.7K | 0.01% | +12+1.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $235.6K | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,055 | $237.1K | 0.08% | +2+0.2% | Added |
| Confluence Wealth Services, Inc. | 1,060 | $238.3K | 0.05% | +7+0.7% | Added |
| Raleigh Capital Management Inc. | 1,079 | $242.5K | 0.12% | +113+11.7% | Added |
| EverSource Wealth Advisors, LLC | 1,083 | $243.4K | 0.03% | +640+144.5% | Added |
| Arlington Partners LLC | 1,090 | $245.0K | 0.04% | +1,090 | New |
| Spotlight Asset Group, Inc. | 1,115 | $250.6K | 0.22% | +1,115 | New |
| Cahaba Wealth Management, Inc. | 1,132 | $254.4K | 0.03% | −130−10.3% | Reduced |
| Proequities, Inc. | 1,133 | $254.7K | 0.02% | +19+1.7% | Added |
| Machina Capital S.A.S. | 1,139 | $256.0K | 0.15% | +1,139 | New |
| CAPROCK Group, Inc. | 1,143 | $256.9K | 0.02% | −182−13.7% | Reduced |
| Shelton Capital Management | 1,146 | $257.6K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,150 | $258.5K | 0.03% | +76+7.1% | Added |
| High Net Worth Advisory Group LLC | 1,169 | $262.8K | 0.10% | +19+1.7% | Added |
| Stock Yards Bank & Trust Co | 1,170 | $263.0K | 0.01% | −281−19.4% | Reduced |
| Fundamentun, LLC | 1,173 | $263.7K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,177 | $264.6K | 0.05% | +110+10.3% | Added |
| Beacon Pointe Advisors, LLC | 1,181 | $265.5K | 0.00% | −138−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,192 | $267.9K | 0.00% | +1,192 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,193 | $268.2K | 0.06% | +166+16.2% | Added |
| Industrial Alliance Investment Management Inc. | 1,200 | $270.0K | 0.14% | −25,490−95.5% | Reduced |
| Morse Asset Management, Inc | 1,200 | $270.0K | 0.08% | +1,200 | New |
| Peterson Wealth Services | 1,208 | $271.5K | 0.13% | +22+1.9% | Added |
| Alpha Family Trust | 1,220 | $274.2K | 0.19% | +1,220 | New |
| Bremer Bank National Association | 1,232 | $276.9K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,246 | $280.1K | 0.11% | −2,451−66.3% | Reduced |
| Ostrum Asset Management | 1,261 | $283.4K | 0.02% | +1+0.1% | Added |
| Aprio Wealth Management, LLC | 1,262 | $283.7K | 0.08% | +6+0.5% | Added |
| CX Institutional | 1,262 | $283.7K | 0.01% | +1,262 | New |
| Wedmont Private Capital | 1,286 | $284.3K | 0.03% | +3+0.2% | Added |
| Vident Investment Advisory, LLC | 1,266 | $284.6K | 0.01% | −607−32.4% | Reduced |
| Great Diamond Partners, LLC | 1,268 | $285.0K | 0.08% | −54−4.1% | Reduced |
| Balentine LLC | 1,283 | $288.4K | 0.01% | +1,283 | New |
| Dynamic Advisor Solutions LLC | 1,285 | $288.8K | 0.01% | −25−1.9% | Reduced |
| Sentry Investment Management LLC | 1,285 | $289.0K | 0.11% | −2,080−61.8% | Reduced |
| Ergoteles LLC | 1,289 | $289.7K | 0.01% | −26,414−95.3% | Reduced |
| HB Wealth Management, LLC | 1,305 | $293.3K | 0.00% | +1,305 | New |
| Accretive Wealth Partners, LLC | 1,310 | $294.4K | 0.17% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,312 | $294.9K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,316 | $295.8K | 0.19% | −42−3.1% | Reduced |
| EP Wealth Advisors, LLC | 2,355 | $296.1K | 0.00% | −2,695−53.4% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $296.9K | 0.01% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,321 | $296.9K | 0.09% | +10+0.8% | Added |
| Tiaa, FSB | 1,339 | $301.0K | 0.00% | +1,339 | New |
| Forum Financial Management, LP | 1,349 | $303.2K | 0.01% | +5+0.4% | Added |
| Leonteq Securities AG | 1,359 | $305.5K | 0.03% | −1,703−55.6% | Reduced |
| Courier Capital LLC | 1,379 | $310.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,386 | $311.5K | 0.01% | −74−5.1% | Reduced |
| Renaissance Technologies LLC | 1,400 | $315.0K | 0.00% | −1,100−44.0% | Reduced |
| Inspire Advisors, LLC | 1,410 | $316.9K | 0.06% | +218+18.3% | Added |
| Waldron Private Wealth LLC | 1,419 | $318.9K | 0.02% | +70+5.2% | Added |
| Desjardins Global Asset Management Inc. | 1,429 | $321.1K | 0.04% | +781+120.5% | Added |
| Mount Yale Investment Advisors, LLC | 1,444 | $324.6K | 0.03% | +1,444 | New |
| AlphaQ Advisors LLC | 1,447 | $325.2K | 0.24% | +54+3.9% | Added |
| Independent Advisor Alliance | 1,475 | $331.5K | 0.01% | +155+11.7% | Added |
| Gladstone Institutional Advisory LLC | 1,488 | $334.5K | 0.02% | +90+6.4% | Added |
| Angeles Wealth Management, LLC | 1,489 | $334.7K | 0.05% | +19+1.3% | Added |
| Richard W. Paul & Associates, LLC | 1,496 | $336.3K | 0.15% | −23−1.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,500 | $337.2K | 0.04% | +200+15.4% | Added |
| BCJ Capital Management, LLC | 1,509 | $339.2K | 0.03% | −73−4.6% | Reduced |
| Brown Advisory Inc | 1,510 | $339.4K | 0.00% | +327+27.6% | Added |
| MTM Investment Management, LLC | 1,531 | $344.1K | 0.17% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,574 | $352.1K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,572 | $353.3K | 0.17% | +34+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,574 | $353.8K | 0.03% | −156−9.0% | Reduced |
| Regions Financial Corp | 1,580 | $355.1K | 0.00% | +138+9.6% | Added |
| SlateStone Wealth, LLC | 1,585 | $356.0K | 0.07% | −1,917−54.7% | Reduced |
| Phoenix Holdings Ltd. | 1,611 | $356.0K | 0.01% | +251+18.5% | Added |
| Geller Advisors LLC | 1,600 | $359.6K | 0.04% | +1,600 | New |
| Mutual Advisors, LLC | 1,602 | $360.1K | 0.01% | +48+3.1% | Added |
| QCM Cayman, Ltd. | 1,603 | $360.3K | 2.12% | +1,603 | New |
| Verition Fund Management LLC | 1,613 | $362.6K | 0.01% | −4,721−74.5% | Reduced |
| Checchi Capital Advisers, LLC | 1,618 | $363.7K | 0.03% | −102−5.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,622 | $364.5K | 0.06% | +300+22.7% | Added |
| Ameliora Wealth Management Ltd. | 1,630 | $366.4K | 0.23% | −1,460−47.2% | Reduced |
| Lyell Wealth Management, LP | 1,631 | $366.6K | 0.05% | −2,046−55.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,634 | $367.3K | 0.08% | +144+9.7% | Added |
| Optas, LLC | 1,637 | $367.9K | 0.12% | +78+5.0% | Added |
| Ashton Thomas Private Wealth, LLC | 1,658 | $372.7K | 0.03% | +306+22.6% | Added |
| ProVise Management Group, LLC | 1,683 | $378.3K | 0.03% | −72−4.1% | Reduced |
| Altfest L J & Co Inc | 1,727 | $388.0K | 0.06% | −28−1.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,735 | $390.0K | 0.09% | −189−9.8% | Reduced |
| Efg Capital International Corp. | 1,735 | $390.0K | 0.09% | +1,735 | New |
| Avantax Advisory Services, Inc. | 1,782 | $400.5K | 0.00% | +181+11.3% | Added |
| Empowered Funds, LLC | 1,782 | $400.5K | 0.01% | +1,782 | New |
| EA Series Trust | 1,782 | $400.5K | 0.01% | +1,782 | New |
| Valeo Financial Advisors, LLC | 1,795 | $403.5K | 0.02% | −236−11.6% | Reduced |
| Edge Capital Group, LLC | 1,800 | $404.6K | 0.02% | −48−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,800 | $404.6K | 0.02% | +177+10.9% | Added |
| Clarius Group, LLC | 1,839 | $413.4K | 0.03% | +186+11.3% | Added |
| Level Four Advisory Services, LLC | 1,859 | $417.8K | 0.03% | −258−12.2% | Reduced |