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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,566 | $802.0K | 0.00% | +824+30.1% | Added |
| First Foundation Advisors | 3,571 | $802.7K | 0.03% | −973−21.4% | Reduced |
| Glenmede Trust Co NA | 4,074 | $810.3K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 3,619 | $813.4K | 0.11% | −108−2.9% | Reduced |
| Wall Street Access Asset Management, LLC | 3,649 | $820.2K | 0.47% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,681 | $827.4K | 0.02% | −6,706−64.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,716 | $835.2K | 0.16% | −507−12.0% | Reduced |
| Fiduciary Trust Co | 3,754 | $843.8K | 0.01% | −380−9.2% | Reduced |
| Beacon Financial Group | 3,874 | $858.0K | 0.12% | −309−7.4% | Reduced |
| Kestra Advisory Services, LLC | 3,842 | $863.6K | 0.01% | +450+13.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,856 | $866.7K | 0.06% | −45−1.2% | Reduced |
| Financial Insights, Inc. | 3,869 | $869.6K | 0.32% | +1,140+41.8% | Added |
| Continuum Advisory, LLC | 3,881 | $872.3K | 0.14% | +40+1.0% | Added |
| Cohen Lawrence B | 3,896 | $875.7K | 0.56% | +3,896 | New |
| Summit X, LLC | 3,900 | $876.6K | 0.21% | −58−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,971 | $892.6K | 0.01% | −1,267−24.2% | Reduced |
| Advisor Partners II, LLC | 3,993 | $897.5K | 0.04% | +255+6.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,015 | $902.0K | 0.11% | −1,163−22.5% | Reduced |
| Burns Matteson Capital Management, LLC | 4,047 | $909.6K | 0.56% | +110+2.8% | Added |
| Bridgewater Associates, LP | 4,048 | $909.9K | 0.01% | +389+10.6% | Added |
| Advanced Portfolio Management, LLC | 4,067 | $914.1K | 0.84% | +4,067 | New |
| United Community Bank | 4,095 | $920.4K | 0.81% | +30+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 4,185 | $941.0K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,339 | $975.3K | 0.04% | +7+0.2% | Added |
| Lincoln National Corp | 4,356 | $979.1K | 0.02% | +89+2.1% | Added |
| Acadian Asset Management LLC | 4,466 | $1.00M | 0.00% | +3,820+591.3% | Added |
| Natixis Investment Managers International | 4,500 | $1.01M | 0.07% | −160−3.4% | Reduced |
| Kinneret Advisory, LLC | 4,599 | $1.03M | 0.12% | 00.0% | Unchanged |
| KLK Capital Management LLC | 4,607 | $1.04M | 1.31% | −247−5.1% | Reduced |
| Foresight Global Investors, Inc. | 4,625 | $1.04M | 0.56% | +4,625 | New |
| Bessemer Securities LLC | 4,649 | $1.04M | 0.69% | −5,250−53.0% | Reduced |
| Laurel Wealth Advisors LLC | 4,660 | $1.05M | 0.21% | +230+5.2% | Added |
| Private Advisor Group, LLC | 4,762 | $1.07M | 0.01% | −70−1.4% | Reduced |
| Moreno Evelyn V | 4,792 | $1.08M | 0.23% | +4,792 | New |
| Cheyne Capital Management (UK) LLP | 4,800 | $1.08M | 3.98% | +4,800 | New |
| Change Path, LLC | 4,831 | $1.09M | 0.05% | −2,526−34.3% | Reduced |
| Wealthfront Advisers LLC | 4,951 | $1.11M | 0.00% | +1,437+40.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,984 | $1.12M | 0.90% | −916−15.5% | Reduced |
| Papp L Roy & Associates | 4,989 | $1.12M | 0.14% | +742+17.5% | Added |
| Everence Capital Management Inc | 5,698 | $1.12M | 0.09% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 4,992 | $1.12M | 0.02% | +2,618+110.3% | Added |
| Integrated Advisors Network LLC | 5,018 | $1.13M | 0.06% | +1,892+60.5% | Added |
| First Horizon Advisors, Inc. | 5,023 | $1.13M | 0.04% | +3+0.1% | Added |
| Davy Global Fund Management Ltd | 5,034 | $1.13M | 0.21% | +55+1.1% | Added |
| Adell Harriman & Carpenter Inc | 5,135 | $1.14M | 0.12% | −1,497−22.6% | Reduced |
| Pathstone Family Office, LLC | 5,042 | $1.14M | 0.02% | +141+2.9% | Added |
| Atria Wealth Solutions, Inc. | 5,298 | $1.19M | 0.02% | +1,878+54.9% | Added |
| Fairbanks Capital Management, Inc. | 5,325 | $1.20M | 0.93% | +1,401+35.7% | Added |
| Banque Cantonale Vaudoise | 5,447 | $1.23M | 0.06% | +236+4.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,648 | $1.25M | 0.66% | +221+4.1% | Added |
| Vinva Investment Management Ltd | 5,670 | $1.26M | 0.11% | −479−7.8% | Reduced |
| Tudor Investment Corp Et Al | 5,596 | $1.26M | 0.02% | −37,764−87.1% | Reduced |
| World Equity Group, Inc. | 5,599 | $1.26M | 0.37% | +3,038+118.6% | Added |
| Herold Advisors, Inc. | 5,600 | $1.26M | 0.39% | 00.0% | Unchanged |
| PFG Advisors | 5,685 | $1.28M | 0.10% | +1,167+25.8% | Added |
| Empirical Finance, LLC | 5,778 | $1.30M | 0.10% | +667+13.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,853 | $1.32M | 0.03% | +15+0.3% | Added |
| AXS Investments LLC | 5,870 | $1.32M | 0.35% | +5,870 | New |
| United Asset Strategies, Inc. | 5,880 | $1.32M | 0.16% | +5,880 | New |
| Aquila Investment Management LLC | 6,000 | $1.35M | 1.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,029 | $1.36M | 0.00% | −474−7.3% | Reduced |
| Smith, Salley & Associates | 6,065 | $1.36M | 0.10% | +69+1.2% | Added |
| HF Advisory Group, LLC | 6,098 | $1.37M | 1.08% | +619+11.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.39M | 0.26% | +80+1.3% | Added |
| Veriti Management LLC | 6,195 | $1.39M | 0.16% | −743−10.7% | Reduced |
| North Star Asset Management Inc | 6,205 | $1.39M | 0.08% | −135−2.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,291 | $1.41M | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,335 | $1.42M | 0.03% | +873+16.0% | Added |
| GAM Holding AG | 6,364 | $1.43M | 0.10% | −8,224−56.4% | Reduced |
| Blair William & Co | 6,405 | $1.44M | 0.01% | −115−1.8% | Reduced |
| Boston Financial Mangement LLC | 6,470 | $1.45M | 0.05% | +70+1.1% | Added |
| Carmel Capital Partners, LLC | 6,543 | $1.47M | 0.76% | +1,227+23.1% | Added |
| Captrust Financial Advisors | 6,621 | $1.49M | 0.01% | +908+15.9% | Added |
| Flputnam Investment Management Co | 6,652 | $1.50M | 0.04% | +4,729+245.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,661 | $1.50M | 0.11% | +53+0.8% | Added |
| Metis Global Partners, LLC | 6,701 | $1.51M | 0.08% | −133−1.9% | Reduced |
| Byrne Asset Management LLC | 6,709 | $1.51M | 0.98% | +56+0.8% | Added |
| Chesley Taft & Associates LLC | 6,727 | $1.51M | 0.09% | −115−1.7% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.55M | 0.21% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,911 | $1.55M | 0.33% | +233+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,944 | $1.56M | 0.00% | +394+6.0% | Added |
| Prudential PLC | 6,951 | $1.56M | 0.02% | +1,362+24.4% | Added |
| Artemis Investment Management LLP | 6,978 | $1.57M | 0.02% | −1,635−19.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,025 | $1.58M | 0.15% | +7,025 | New |
| Cumberland Partners Ltd | 7,040 | $1.58M | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,111 | $1.60M | 0.01% | −173,341−96.1% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.61M | 0.09% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 0 | $1.66M | 1.05% | −7,400−100.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,488 | $1.68M | 0.04% | +648+9.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,883 | $1.77M | 0.02% | −71,156−90.0% | Reduced |
| Cape Investment Advisory, Inc. | 7,967 | $1.79M | 1.00% | −21−0.3% | Reduced |
| Metropolitan Life Insurance Co | 8,086 | $1.82M | 0.09% | −220−2.6% | Reduced |
| First Business Financial Services, Inc. | 8,122 | $1.83M | 0.23% | +8,122 | New |
| E. Ohman J:or Asset Management AB | 8,301 | $1.87M | 0.07% | +600+7.8% | Added |
| Swiss Life Asset Management Ltd | 8,501 | $1.91M | 0.03% | −4,165−32.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,502 | $1.91M | 0.01% | −22,565−72.6% | Reduced |
| WealthShield Partners, LLC | 8,621 | $1.94M | 0.29% | −18−0.2% | Reduced |
| Keybank National Association | 8,777 | $1.97M | 0.01% | +83+1.0% | Added |
| Parallel Advisors, LLC | 8,793 | $1.98M | 0.06% | +557+6.8% | Added |
| Thompson Siegel & Walmsley LLC | 8,800 | $1.98M | 0.03% | −800−8.3% | Reduced |