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 |
|---|---|---|---|---|---|
| Ethic Inc. | 11,999 | $2.70M | 0.10% | +1,421+13.4% | Added |
| Steinberg Asset Management LLC | 11,931 | $2.68M | 2.57% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,923 | $2.68M | 0.07% | +841+7.6% | Added |
| Mercer Global Advisors Inc | 11,749 | $2.64M | 0.01% | +2,116+22.0% | Added |
| L2 Asset Management, LLC | 11,602 | $2.61M | 1.28% | +11,602 | New |
| Banque Pictet & Cie SA | 11,523 | $2.59M | 0.02% | −1,470−11.3% | Reduced |
| Louisiana State Employees Retirement System | 11,500 | $2.58M | 0.06% | −600−5.0% | Reduced |
| Raymond James Trust N.A. | 11,430 | $2.57M | 0.07% | −407−3.4% | Reduced |
| Richard Bernstein Advisors LLC | 11,373 | $2.56M | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 10,964 | $2.46M | 0.09% | −14−0.1% | Reduced |
| Jag Capital Management, LLC | 10,889 | $2.45M | 0.28% | +10,889 | New |
| Sumitomo Life Insurance Co | 10,514 | $2.36M | 0.10% | +132+1.3% | Added |
| Archford Capital Strategies, LLC | 10,353 | $2.36M | 0.45% | −265−2.5% | Reduced |
| Stamos Capital Partners, L.P. | 10,360 | $2.33M | 0.54% | +10,360 | New |
| SG Americas Securities, LLC | 10,152 | $2.28M | 0.02% | +3,896+62.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $2.25M | 0.03% | +10,000 | New |
| Copperleaf Capital, LLC | 9,895 | $2.22M | 2.08% | −188−1.9% | Reduced |
| HighTower Advisors, LLC | 9,798 | $2.19M | 0.00% | +508+5.5% | Added |
| Geneos Wealth Management Inc. | 9,716 | $2.18M | 0.11% | +4,590+89.5% | Added |
| Wunderlich Capital Managemnt | 9,672 | $2.17M | 1.07% | +35+0.4% | Added |
| First Hawaiian Bank | 9,628 | $2.16M | 0.07% | −662−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,589 | $2.15M | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,529 | $2.14M | 0.05% | +1,276+15.5% | Added |
| BOK Financial Private Wealth, Inc. | 9,509 | $2.14M | 0.17% | −1,880−16.5% | Reduced |
| Global Retirement Partners, LLC | 9,500 | $2.14M | 0.10% | −39−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,468 | $2.13M | 0.01% | +9,468 | New |
| Icon Advisers Inc | 9,238 | $2.08M | 0.53% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9,208 | $2.07M | 0.22% | +80+0.9% | Added |
| Cetera Investment Advisers | 9,120 | $2.05M | 0.02% | +716+8.5% | Added |
| Macquarie Group Ltd | 9,111 | $2.05M | 0.00% | −8,930−49.5% | Reduced |
| New Mexico Educational Retirement Board | 9,000 | $2.02M | 0.09% | +400+4.7% | Added |
| PEAK6 Investments LLC | 8,986 | $2.02M | 0.17% | +8,986 | New |
| PGGM Investments | 8,918 | $2.00M | 0.03% | −12,260−57.9% | Reduced |
| Voya Financial Advisors, Inc. | 9,042 | $2.00M | 0.23% | −205−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,800 | $1.98M | 0.03% | −800−8.3% | Reduced |
| Parallel Advisors, LLC | 8,793 | $1.98M | 0.06% | +557+6.8% | Added |
| Keybank National Association | 8,777 | $1.97M | 0.01% | +83+1.0% | Added |
| WealthShield Partners, LLC | 8,621 | $1.94M | 0.29% | −18−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,502 | $1.91M | 0.01% | −22,565−72.6% | Reduced |
| Swiss Life Asset Management Ltd | 8,501 | $1.91M | 0.03% | −4,165−32.9% | Reduced |
| E. Ohman J:or Asset Management AB | 8,301 | $1.87M | 0.07% | +600+7.8% | Added |
| First Business Financial Services, Inc. | 8,122 | $1.83M | 0.23% | +8,122 | New |
| Metropolitan Life Insurance Co | 8,086 | $1.82M | 0.09% | −220−2.6% | Reduced |
| Cape Investment Advisory, Inc. | 7,967 | $1.79M | 1.00% | −21−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,883 | $1.77M | 0.02% | −71,156−90.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,488 | $1.68M | 0.04% | +648+9.5% | Added |
| Cunning Capital Partners, LP | 0 | $1.66M | 1.05% | −7,400−100.0% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.61M | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,111 | $1.60M | 0.01% | −173,341−96.1% | Reduced |
| Cumberland Partners Ltd | 7,040 | $1.58M | 0.15% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,025 | $1.58M | 0.15% | +7,025 | New |
| Artemis Investment Management LLP | 6,978 | $1.57M | 0.02% | −1,635−19.0% | Reduced |
| Prudential PLC | 6,951 | $1.56M | 0.02% | +1,362+24.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,944 | $1.56M | 0.00% | +394+6.0% | Added |
| Consolidated Planning Corp | 6,911 | $1.55M | 0.33% | +233+3.5% | Added |
| Carret Asset Management, LLC | 6,891 | $1.55M | 0.21% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,727 | $1.51M | 0.09% | −115−1.7% | Reduced |
| Byrne Asset Management LLC | 6,709 | $1.51M | 0.98% | +56+0.8% | Added |
| Metis Global Partners, LLC | 6,701 | $1.51M | 0.08% | −133−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,661 | $1.50M | 0.11% | +53+0.8% | Added |
| Flputnam Investment Management Co | 6,652 | $1.50M | 0.04% | +4,729+245.9% | Added |
| Captrust Financial Advisors | 6,621 | $1.49M | 0.01% | +908+15.9% | Added |
| Carmel Capital Partners, LLC | 6,543 | $1.47M | 0.76% | +1,227+23.1% | Added |
| Boston Financial Mangement LLC | 6,470 | $1.45M | 0.05% | +70+1.1% | Added |
| Blair William & Co | 6,405 | $1.44M | 0.01% | −115−1.8% | Reduced |
| GAM Holding AG | 6,364 | $1.43M | 0.10% | −8,224−56.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,335 | $1.42M | 0.03% | +873+16.0% | Added |
| Parallax Volatility Advisers, L.P. | 6,291 | $1.41M | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,205 | $1.39M | 0.08% | −135−2.1% | Reduced |
| Veriti Management LLC | 6,195 | $1.39M | 0.16% | −743−10.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.39M | 0.26% | +80+1.3% | Added |
| HF Advisory Group, LLC | 6,098 | $1.37M | 1.08% | +619+11.3% | Added |
| Smith, Salley & Associates | 6,065 | $1.36M | 0.10% | +69+1.2% | Added |
| Fisher Asset Management, LLC | 6,029 | $1.36M | 0.00% | −474−7.3% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.35M | 1.10% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 5,880 | $1.32M | 0.16% | +5,880 | New |
| AXS Investments LLC | 5,870 | $1.32M | 0.35% | +5,870 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,853 | $1.32M | 0.03% | +15+0.3% | Added |
| Empirical Finance, LLC | 5,778 | $1.30M | 0.10% | +667+13.1% | Added |
| PFG Advisors | 5,685 | $1.28M | 0.10% | +1,167+25.8% | Added |
| Herold Advisors, Inc. | 5,600 | $1.26M | 0.39% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,599 | $1.26M | 0.37% | +3,038+118.6% | Added |
| Tudor Investment Corp Et Al | 5,596 | $1.26M | 0.02% | −37,764−87.1% | Reduced |
| Vinva Investment Management Ltd | 5,670 | $1.26M | 0.11% | −479−7.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,648 | $1.25M | 0.66% | +221+4.1% | Added |
| Banque Cantonale Vaudoise | 5,447 | $1.23M | 0.06% | +236+4.5% | Added |
| Fairbanks Capital Management, Inc. | 5,325 | $1.20M | 0.93% | +1,401+35.7% | Added |
| Atria Wealth Solutions, Inc. | 5,298 | $1.19M | 0.02% | +1,878+54.9% | Added |
| Pathstone Family Office, LLC | 5,042 | $1.14M | 0.02% | +141+2.9% | Added |
| Adell Harriman & Carpenter Inc | 5,135 | $1.14M | 0.12% | −1,497−22.6% | Reduced |
| Davy Global Fund Management Ltd | 5,034 | $1.13M | 0.21% | +55+1.1% | Added |
| First Horizon Advisors, Inc. | 5,023 | $1.13M | 0.04% | +3+0.1% | Added |
| Integrated Advisors Network LLC | 5,018 | $1.13M | 0.06% | +1,892+60.5% | Added |
| Partners Capital Investment Group, LLP | 4,992 | $1.12M | 0.02% | +2,618+110.3% | Added |
| Everence Capital Management Inc | 5,698 | $1.12M | 0.09% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,989 | $1.12M | 0.14% | +742+17.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,984 | $1.12M | 0.90% | −916−15.5% | Reduced |
| Wealthfront Advisers LLC | 4,951 | $1.11M | 0.00% | +1,437+40.9% | Added |
| Change Path, LLC | 4,831 | $1.09M | 0.05% | −2,526−34.3% | Reduced |
| Cheyne Capital Management (UK) LLP | 4,800 | $1.08M | 3.98% | +4,800 | New |