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 | 940 | $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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 18 | $4.05K | 0.00% | +18 | New |
| Bartlett & Co. LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.82K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.60K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $3.00K | 0.00% | −255−95.1% | Reduced |
| TSFG, LLC | 13 | $3.00K | 0.00% | +6+85.7% | Added |
| Bollard Group LLC | 15 | $3.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 13 | $2.92K | 0.00% | −3−18.8% | Reduced |
| Assetmark, Inc | 13 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.70K | 0.00% | +2+20.0% | Added |
| NewSquare Capital LLC | 12 | $2.70K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 11 | $2.47K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11 | $2.47K | 0.00% | +11 | New |
| WealthPLAN Partners, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 8 | $1.80K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.57K | 0.00% | −1−12.5% | Reduced |
| North Star Investment Management Corp. | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.57K | 0.00% | +7 | New |
| BerganKDV Wealth Management, LLC | 6 | $1.35K | 0.00% | −2−25.0% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 4 | $899 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $884 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3 | $675 | 0.00% | +3 | New |
| CarsonAllaria Wealth Management, Ltd. | 3 | $674 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,724 | $1 | 0.00% | +5,724 | New |
| Naya Capital Management UK Ltd | 0 | $0 | 0.00% | −429,735−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −400,763−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −132,827−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −126,449−100.0% | Sold out |
| Cowbird Capital LP | 0 | $0 | 0.00% | −124,675−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −69,922−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −58,570−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −51,922−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −45,643−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,456−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −42,464−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −36,431−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −31,919−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,181−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,325−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,564−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −17,893−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,855−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,533−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −9,255−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −7,210−100.0% | Sold out |
| Marshall Financial Group Inc | 0 | $0 | 0.00% | −6,643−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,529−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,756−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |