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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 1,888 | $424.0K | 0.02% | +1,888 | New |
| 9258 Wealth Management, LLC | 1,888 | $424.4K | 0.08% | +314+19.9% | Added |
| Principle Wealth Partners LLC | 1,920 | $431.6K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,935 | $434.9K | 0.04% | +787+68.6% | Added |
| Alps Advisors Inc | 1,955 | $439.4K | 0.00% | +1,955 | New |
| Sequoia Financial Advisors, LLC | 1,967 | $442.2K | 0.01% | +373+23.4% | Added |
| Simplify Asset Management Inc. | 1,982 | $445.5K | 0.08% | −6,043−75.3% | Reduced |
| KRS Capital Management, LLC | 1,990 | $447.3K | 0.45% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,005 | $450.7K | 0.14% | +28+1.4% | Added |
| Veritable, L.P. | 2,017 | $453.4K | 0.01% | −755−27.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,028 | $455.8K | 0.33% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,078 | $459.0K | 0.08% | +126+6.5% | Added |
| Tranquilli Financial Advisor LLC | 2,045 | $459.7K | 0.33% | −21−1.0% | Reduced |
| Apollon Wealth Management, LLC | 2,056 | $462.1K | 0.02% | −106−4.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,061 | $463.3K | 0.08% | +659+47.0% | Added |
| Northeast Financial Consultants Inc | 2,080 | $467.5K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 2,087 | $469.1K | 0.02% | +7+0.3% | Added |
| Cutter & CO Brokerage, Inc. | 2,098 | $471.6K | 0.14% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,105 | $472.0K | 0.01% | +1,134+116.8% | Added |
| John G Ullman & Associates Inc | 2,100 | $472.0K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,103 | $472.7K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,108 | $473.8K | 0.02% | +83+4.1% | Added |
| Ironsides Asset Advisors, LLC | 2,145 | $482.0K | 0.20% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,153 | $483.9K | 0.06% | −127−5.6% | Reduced |
| Veracity Capital LLC | 2,186 | $491.3K | 0.21% | +42+2.0% | Added |
| Trust Asset Management LLC | 2,194 | $493.1K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,202 | $494.9K | 0.01% | +214+10.8% | Added |
| MSH Capital Advisors LLC | 2,207 | $496.1K | 0.18% | +31+1.4% | Added |
| Tower Research Capital LLC (TRC) | 2,231 | $501.5K | 0.02% | −1,560−41.2% | Reduced |
| Cigna Investments Inc | 2,236 | $503.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,242 | $503.9K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,244 | $504.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,286 | $514.0K | 0.01% | −127−5.3% | Reduced |
| Gabelli Funds LLC | 2,290 | $514.7K | 0.00% | −10−0.4% | Reduced |
| Bishop Rock Capital, L.P. | 2,320 | $521.5K | 0.76% | −3,151−57.6% | Reduced |
| Pitcairn Co | 2,331 | $523.9K | 0.04% | +4+0.2% | Added |
| We Are One Seven, LLC | 2,331 | $523.9K | 0.05% | +113+5.1% | Added |
| Lumature Wealth Partners, LLC | 2,343 | $526.6K | 0.31% | +201+9.4% | Added |
| Fund Management at Engine No. 1 LLC | 2,417 | $543.3K | 0.10% | +166+7.4% | Added |
| Integrated Wealth Concepts LLC | 2,430 | $546.2K | 0.01% | −53−2.1% | Reduced |
| Silver Oak Securities, Inc | 2,457 | $552.0K | 0.09% | +2,457 | New |
| Jasper Ridge Partners, L.P. | 2,459 | $552.7K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,460 | $552.9K | 0.02% | +217+9.7% | Added |
| Client 1st Advisory Group, LLC | 2,471 | $555.4K | 0.29% | −1,036−29.5% | Reduced |
| Meridian Wealth Management, LLC | 2,474 | $556.1K | 0.05% | −4−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 2,509 | $564.0K | 0.01% | +2,509 | New |
| United Capital Financial Advisers, LLC | 2,524 | $567.2K | 0.00% | −313−11.0% | Reduced |
| Unigestion Holding SA | 2,569 | $568.8K | 0.03% | −421−14.1% | Reduced |
| Hantz Financial Services, Inc. | 2,540 | $571.0K | 0.01% | −1,599−38.6% | Reduced |
| Cetera Advisors LLC | 2,620 | $588.9K | 0.01% | −435−14.2% | Reduced |
| Principal Street Partners, LLC | 2,627 | $590.5K | 0.14% | +168+6.8% | Added |
| Welch & Forbes LLC | 2,633 | $591.8K | 0.01% | +33+1.3% | Added |
| Bank Ozk | 2,639 | $593.2K | 0.28% | −2,796−51.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,647 | $595.0K | 0.55% | +2,647 | New |
| Aspire Private Capital, LLC | 2,651 | $595.9K | 0.19% | +6+0.2% | Added |
| Wetherby Asset Management Inc | 2,658 | $597.4K | 0.03% | −6−0.2% | Reduced |
| Platform Technology Partners | 2,802 | $606.0K | 0.29% | +2+0.1% | Added |
| Strategic Blueprint, LLC | 2,699 | $606.7K | 0.06% | +273+11.3% | Added |
| Brookstone Capital Management | 2,839 | $615.5K | 0.01% | −455−13.8% | Reduced |
| Magnolia Capital Advisors LLC | 2,745 | $617.0K | 0.31% | +10.0% | Added |
| Great Lakes Advisors, LLC | 2,772 | $623.1K | 0.01% | −49−1.7% | Reduced |
| Intact Investment Management Inc. | 2,800 | $629.4K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,834 | $637.0K | 0.01% | −4,224−59.8% | Reduced |
| AtonRa Partners | 2,842 | $638.8K | 0.99% | −175−5.8% | Reduced |
| Coldstream Capital Management Inc | 2,851 | $640.8K | 0.02% | −20−0.7% | Reduced |
| Profund Advisors LLC | 2,906 | $653.2K | 0.04% | +66+2.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,940 | $660.8K | 0.07% | −4,220−58.9% | Reduced |
| Baldwin Investment Management, LLC | 2,968 | $667.1K | 0.11% | −20−0.7% | Reduced |
| FDx Advisors, Inc. | 2,991 | $672.0K | 0.04% | +781+35.3% | Added |
| S&CO Inc | 3,000 | $674.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,000 | $674.3K | 0.02% | −195−6.1% | Reduced |
| V Wealth Advisors LLC | 3,020 | $678.8K | 0.12% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,050 | $685.5K | 0.36% | −275−8.3% | Reduced |
| Toroso Investments, LLC | 3,066 | $689.0K | 0.02% | −676−18.1% | Reduced |
| Meeder Advisory Services, Inc. | 3,072 | $690.5K | 0.07% | −14−0.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,088 | $694.1K | 0.24% | −85−2.7% | Reduced |
| Jefferies Financial Group Inc. | 3,118 | $700.8K | 0.01% | 00.0% | Unchanged |
| Guardian Capital LP | 3,125 | $702.4K | 0.02% | −99−3.1% | Reduced |
| Congress Asset Management Co | 3,156 | $709.4K | 0.01% | −2,861−47.5% | Reduced |
| Harbor Capital Advisors, Inc. | 3,164 | $711.2K | 0.14% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,177 | $714.1K | 0.01% | +3,177 | New |
| Advisors Asset Management, Inc. | 3,186 | $716.1K | 0.01% | −2,424−43.2% | Reduced |
| Ballentine Partners, LLC | 3,200 | $719.3K | 0.02% | +2,096+189.9% | Added |
| Greenleaf Trust | 3,203 | $719.9K | 0.01% | +264+9.0% | Added |
| Nixon Peabody Trust Co | 3,231 | $726.2K | 0.59% | +3,231 | New |
| Bridges Investment Management Inc | 3,251 | $730.7K | 0.02% | −11,657−78.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,284 | $738.0K | 0.04% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,342 | $751.0K | 1.04% | 00.0% | Unchanged |
| Bowman & Co S.C. | 3,358 | $754.8K | 0.57% | +79+2.4% | Added |
| Fulton Bank, N.A. | 3,361 | $755.5K | 0.04% | −17−0.5% | Reduced |
| Outlook Wealth Advisors, LLC | 3,367 | $756.8K | 0.29% | +1,097+48.3% | Added |
| Global Trust Asset Management, LLC | 3,378 | $759.3K | 0.34% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 3,385 | $760.8K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 3,399 | $764.0K | 0.07% | +2,010+144.7% | Added |
| D. E. Shaw & Co., Inc. | 3,400 | $764.2K | 0.00% | −168,224−98.0% | Reduced |
| Perigon Wealth Management, LLC | 3,407 | $765.8K | 0.03% | +488+16.7% | Added |
| Michael B. Yongue | 3,488 | $784.0K | 0.73% | +11+0.3% | Added |
| National Asset Management, Inc. | 3,512 | $789.4K | 0.02% | −1,074−23.4% | Reduced |
| Red Door Wealth Management, LLC | 3,520 | $791.2K | 0.18% | +3,520 | New |
| IVC Wealth Advisors LLC | 3,550 | $797.9K | 0.51% | −14−0.4% | Reduced |