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 |
|---|---|---|---|---|---|
| Moreno Evelyn V | 4,792 | $1.08M | 0.23% | +4,792 | New |
| Private Advisor Group, LLC | 4,762 | $1.07M | 0.01% | −70−1.4% | Reduced |
| Laurel Wealth Advisors LLC | 4,660 | $1.05M | 0.21% | +230+5.2% | Added |
| Bessemer Securities LLC | 4,649 | $1.04M | 0.69% | −5,250−53.0% | Reduced |
| Foresight Global Investors, Inc. | 4,625 | $1.04M | 0.56% | +4,625 | New |
| KLK Capital Management LLC | 4,607 | $1.04M | 1.31% | −247−5.1% | Reduced |
| Kinneret Advisory, LLC | 4,599 | $1.03M | 0.12% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,500 | $1.01M | 0.07% | −160−3.4% | Reduced |
| Acadian Asset Management LLC | 4,466 | $1.00M | 0.00% | +3,820+591.3% | Added |
| Lincoln National Corp | 4,356 | $979.1K | 0.02% | +89+2.1% | Added |
| Chicago Capital, LLC | 4,339 | $975.3K | 0.04% | +7+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 4,185 | $941.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 4,095 | $920.4K | 0.81% | +30+0.7% | Added |
| Advanced Portfolio Management, LLC | 4,067 | $914.1K | 0.84% | +4,067 | New |
| Bridgewater Associates, LP | 4,048 | $909.9K | 0.01% | +389+10.6% | Added |
| Burns Matteson Capital Management, LLC | 4,047 | $909.6K | 0.56% | +110+2.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,015 | $902.0K | 0.11% | −1,163−22.5% | Reduced |
| Advisor Partners II, LLC | 3,993 | $897.5K | 0.04% | +255+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,971 | $892.6K | 0.01% | −1,267−24.2% | Reduced |
| Summit X, LLC | 3,900 | $876.6K | 0.21% | −58−1.5% | Reduced |
| Cohen Lawrence B | 3,896 | $875.7K | 0.56% | +3,896 | New |
| Continuum Advisory, LLC | 3,881 | $872.3K | 0.14% | +40+1.0% | Added |
| Financial Insights, Inc. | 3,869 | $869.6K | 0.32% | +1,140+41.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,856 | $866.7K | 0.06% | −45−1.2% | Reduced |
| Kestra Advisory Services, LLC | 3,842 | $863.6K | 0.01% | +450+13.3% | Added |
| Beacon Financial Group | 3,874 | $858.0K | 0.12% | −309−7.4% | Reduced |
| Fiduciary Trust Co | 3,754 | $843.8K | 0.01% | −380−9.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,716 | $835.2K | 0.16% | −507−12.0% | Reduced |
| La Banque Postale Asset Management SA | 3,681 | $827.4K | 0.02% | −6,706−64.6% | Reduced |
| Wall Street Access Asset Management, LLC | 3,649 | $820.2K | 0.47% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 3,619 | $813.4K | 0.11% | −108−2.9% | Reduced |
| Glenmede Trust Co NA | 4,074 | $810.3K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 3,571 | $802.7K | 0.03% | −973−21.4% | Reduced |
| CWM, LLC | 3,566 | $802.0K | 0.00% | +824+30.1% | Added |
| IVC Wealth Advisors LLC | 3,550 | $797.9K | 0.51% | −14−0.4% | Reduced |
| Red Door Wealth Management, LLC | 3,520 | $791.2K | 0.18% | +3,520 | New |
| National Asset Management, Inc. | 3,512 | $789.4K | 0.02% | −1,074−23.4% | Reduced |
| Michael B. Yongue | 3,488 | $784.0K | 0.73% | +11+0.3% | Added |
| Perigon Wealth Management, LLC | 3,407 | $765.8K | 0.03% | +488+16.7% | Added |
| D. E. Shaw & Co., Inc. | 3,400 | $764.2K | 0.00% | −168,224−98.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,399 | $764.0K | 0.07% | +2,010+144.7% | Added |
| First Pacific Advisors, LP | 3,385 | $760.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,378 | $759.3K | 0.34% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,367 | $756.8K | 0.29% | +1,097+48.3% | Added |
| Fulton Bank, N.A. | 3,361 | $755.5K | 0.04% | −17−0.5% | Reduced |
| Bowman & Co S.C. | 3,358 | $754.8K | 0.57% | +79+2.4% | Added |
| Ratan Capital Management LP | 3,342 | $751.0K | 1.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,284 | $738.0K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,251 | $730.7K | 0.02% | −11,657−78.2% | Reduced |
| Nixon Peabody Trust Co | 3,231 | $726.2K | 0.59% | +3,231 | New |
| Greenleaf Trust | 3,203 | $719.9K | 0.01% | +264+9.0% | Added |
| Ballentine Partners, LLC | 3,200 | $719.3K | 0.02% | +2,096+189.9% | Added |
| Advisors Asset Management, Inc. | 3,186 | $716.1K | 0.01% | −2,424−43.2% | Reduced |
| UniSuper Management Pty Ltd | 3,177 | $714.1K | 0.01% | +3,177 | New |
| Harbor Capital Advisors, Inc. | 3,164 | $711.2K | 0.14% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,156 | $709.4K | 0.01% | −2,861−47.5% | Reduced |
| Guardian Capital LP | 3,125 | $702.4K | 0.02% | −99−3.1% | Reduced |
| Jefferies Financial Group Inc. | 3,118 | $700.8K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,088 | $694.1K | 0.24% | −85−2.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,072 | $690.5K | 0.07% | −14−0.5% | Reduced |
| Toroso Investments, LLC | 3,066 | $689.0K | 0.02% | −676−18.1% | Reduced |
| Atlas Private Wealth Management | 3,050 | $685.5K | 0.36% | −275−8.3% | Reduced |
| V Wealth Advisors LLC | 3,020 | $678.8K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,000 | $674.3K | 0.02% | −195−6.1% | Reduced |
| S&CO Inc | 3,000 | $674.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,991 | $672.0K | 0.04% | +781+35.3% | Added |
| Baldwin Investment Management, LLC | 2,968 | $667.1K | 0.11% | −20−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,940 | $660.8K | 0.07% | −4,220−58.9% | Reduced |
| Profund Advisors LLC | 2,906 | $653.2K | 0.04% | +66+2.3% | Added |
| Coldstream Capital Management Inc | 2,851 | $640.8K | 0.02% | −20−0.7% | Reduced |
| AtonRa Partners | 2,842 | $638.8K | 0.99% | −175−5.8% | Reduced |
| Gotham Asset Management, LLC | 2,834 | $637.0K | 0.01% | −4,224−59.8% | Reduced |
| Intact Investment Management Inc. | 2,800 | $629.4K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,772 | $623.1K | 0.01% | −49−1.7% | Reduced |
| Magnolia Capital Advisors LLC | 2,745 | $617.0K | 0.31% | +10.0% | Added |
| Brookstone Capital Management | 2,839 | $615.5K | 0.01% | −455−13.8% | Reduced |
| Strategic Blueprint, LLC | 2,699 | $606.7K | 0.06% | +273+11.3% | Added |
| Platform Technology Partners | 2,802 | $606.0K | 0.29% | +2+0.1% | Added |
| Wetherby Asset Management Inc | 2,658 | $597.4K | 0.03% | −6−0.2% | Reduced |
| Aspire Private Capital, LLC | 2,651 | $595.9K | 0.19% | +6+0.2% | Added |
| Armstrong, Fleming & Moore, Inc | 2,647 | $595.0K | 0.55% | +2,647 | New |
| Bank Ozk | 2,639 | $593.2K | 0.28% | −2,796−51.4% | Reduced |
| Welch & Forbes LLC | 2,633 | $591.8K | 0.01% | +33+1.3% | Added |
| Principal Street Partners, LLC | 2,627 | $590.5K | 0.14% | +168+6.8% | Added |
| Cetera Advisors LLC | 2,620 | $588.9K | 0.01% | −435−14.2% | Reduced |
| Hantz Financial Services, Inc. | 2,540 | $571.0K | 0.01% | −1,599−38.6% | Reduced |
| Unigestion Holding SA | 2,569 | $568.8K | 0.03% | −421−14.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,524 | $567.2K | 0.00% | −313−11.0% | Reduced |
| Peapack Gladstone Financial Corp | 2,509 | $564.0K | 0.01% | +2,509 | New |
| Meridian Wealth Management, LLC | 2,474 | $556.1K | 0.05% | −4−0.2% | Reduced |
| Client 1st Advisory Group, LLC | 2,471 | $555.4K | 0.29% | −1,036−29.5% | Reduced |
| Horizon Investments, LLC | 2,460 | $552.9K | 0.02% | +217+9.7% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $552.7K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,457 | $552.0K | 0.09% | +2,457 | New |
| Integrated Wealth Concepts LLC | 2,430 | $546.2K | 0.01% | −53−2.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,417 | $543.3K | 0.10% | +166+7.4% | Added |
| Lumature Wealth Partners, LLC | 2,343 | $526.6K | 0.31% | +201+9.4% | Added |
| 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 |
| Bishop Rock Capital, L.P. | 2,320 | $521.5K | 0.76% | −3,151−57.6% | Reduced |