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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.

Institutional holdersQ2 2023: 934 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 940 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ2 2023: $36.3B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021940$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2023.

Institutions holding IQV in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gabelli Funds LLC2,290$514.7K0.00%−10−0.4%Reduced
Lido Advisors, LLC2,286$514.0K0.01%−127−5.3%Reduced
Symmetry Partners, LLC2,244$504.0K0.03%00.0%Unchanged
Ameritas Investment Partners, Inc.2,242$503.9K0.02%00.0%Unchanged
Cigna Investments Inc2,236$503.0K0.09%00.0%Unchanged
Tower Research Capital LLC (TRC)2,231$501.5K0.02%−1,560−41.2%Reduced
MSH Capital Advisors LLC2,207$496.1K0.18%+31+1.4%Added
Signaturefd, LLC2,202$494.9K0.01%+214+10.8%Added
Trust Asset Management LLC2,194$493.1K0.05%00.0%Unchanged
Veracity Capital LLC2,186$491.3K0.21%+42+2.0%Added
CWM Advisors, LLC2,153$483.9K0.06%−127−5.6%Reduced
Ironsides Asset Advisors, LLC2,145$482.0K0.20%00.0%Unchanged
Great Valley Advisor Group, Inc.2,108$473.8K0.02%+83+4.1%Added
Moody National Bank Trust Division2,103$472.7K0.03%00.0%Unchanged
John G Ullman & Associates Inc2,100$472.0K0.07%00.0%Unchanged
Penserra Capital Management LLC2,105$472.0K0.01%+1,134+116.8%Added
Cutter & CO Brokerage, Inc.2,098$471.6K0.14%00.0%Unchanged
Busey Wealth Management2,087$469.1K0.02%+7+0.3%Added
Northeast Financial Consultants Inc2,080$467.5K0.03%00.0%Unchanged
Campbell & CO Investment Adviser LLC2,061$463.3K0.08%+659+47.0%Added
Apollon Wealth Management, LLC2,056$462.1K0.02%−106−4.9%Reduced
Tranquilli Financial Advisor LLC2,045$459.7K0.33%−21−1.0%Reduced
Virtue Capital Management, LLC2,078$459.0K0.08%+126+6.5%Added
Alliance Wealth Advisors, LLC2,028$455.8K0.33%00.0%Unchanged
Veritable, L.P.2,017$453.4K0.01%−755−27.2%Reduced
Regatta Capital Group, LLC2,005$450.7K0.14%+28+1.4%Added
KRS Capital Management, LLC1,990$447.3K0.45%00.0%Unchanged
Simplify Asset Management Inc.1,982$445.5K0.08%−6,043−75.3%Reduced
Sequoia Financial Advisors, LLC1,967$442.2K0.01%+373+23.4%Added
Alps Advisors Inc1,955$439.4K0.00%+1,955New
Two Sigma Securities, LLC1,935$434.9K0.04%+787+68.6%Added
Principle Wealth Partners LLC1,920$431.6K0.04%00.0%Unchanged
9258 Wealth Management, LLC1,888$424.4K0.08%+314+19.9%Added
Quantinno Capital Management LP1,888$424.0K0.02%+1,888New
Level Four Advisory Services, LLC1,859$417.8K0.03%−258−12.2%Reduced
Clarius Group, LLC1,839$413.4K0.03%+186+11.3%Added
Edge Capital Group, LLC1,800$404.6K0.02%−48−2.6%Reduced
Vestmark Advisory Solutions, Inc.1,800$404.6K0.02%+177+10.9%Added
Valeo Financial Advisors, LLC1,795$403.5K0.02%−236−11.6%Reduced
Avantax Advisory Services, Inc.1,782$400.5K0.00%+181+11.3%Added
Empowered Funds, LLC1,782$400.5K0.01%+1,782New
EA Series Trust1,782$400.5K0.01%+1,782New
EFG Asset Management (Americas) Corp.1,735$390.0K0.09%−189−9.8%Reduced
Efg Capital International Corp.1,735$390.0K0.09%+1,735New
Altfest L J & Co Inc1,727$388.0K0.06%−28−1.6%Reduced
ProVise Management Group, LLC1,683$378.3K0.03%−72−4.1%Reduced
Ashton Thomas Private Wealth, LLC1,658$372.7K0.03%+306+22.6%Added
Optas, LLC1,637$367.9K0.12%+78+5.0%Added
MidWestOne Financial Group, Inc.1,634$367.3K0.08%+144+9.7%Added
Lyell Wealth Management, LP1,631$366.6K0.05%−2,046−55.6%Reduced
Ameliora Wealth Management Ltd.1,630$366.4K0.23%−1,460−47.2%Reduced
Pinnacle Wealth Planning Services, Inc.1,622$364.5K0.06%+300+22.7%Added
Checchi Capital Advisers, LLC1,618$363.7K0.03%−102−5.9%Reduced
Verition Fund Management LLC1,613$362.6K0.01%−4,721−74.5%Reduced
QCM Cayman, Ltd.1,603$360.3K2.12%+1,603New
Mutual Advisors, LLC1,602$360.1K0.01%+48+3.1%Added
Geller Advisors LLC1,600$359.6K0.04%+1,600New
Phoenix Holdings Ltd.1,611$356.0K0.01%+251+18.5%Added
SlateStone Wealth, LLC1,585$356.0K0.07%−1,917−54.7%Reduced
Regions Financial Corp1,580$355.1K0.00%+138+9.6%Added
Fukoku Mutual Life Insurance Co1,574$353.8K0.03%−156−9.0%Reduced
Allred Capital Management, LLC1,572$353.3K0.17%+34+2.2%Added
Siemens Fonds Invest GmbH1,574$352.1K0.03%00.0%Unchanged
MTM Investment Management, LLC1,531$344.1K0.17%00.0%Unchanged
Brown Advisory Inc1,510$339.4K0.00%+327+27.6%Added
BCJ Capital Management, LLC1,509$339.2K0.03%−73−4.6%Reduced
PKO Investment Management Joint-Stock Co1,500$337.2K0.04%+200+15.4%Added
Richard W. Paul & Associates, LLC1,496$336.3K0.15%−23−1.5%Reduced
Angeles Wealth Management, LLC1,489$334.7K0.05%+19+1.3%Added
Gladstone Institutional Advisory LLC1,488$334.5K0.02%+90+6.4%Added
Independent Advisor Alliance1,475$331.5K0.01%+155+11.7%Added
AlphaQ Advisors LLC1,447$325.2K0.24%+54+3.9%Added
Mount Yale Investment Advisors, LLC1,444$324.6K0.03%+1,444New
Desjardins Global Asset Management Inc.1,429$321.1K0.04%+781+120.5%Added
Waldron Private Wealth LLC1,419$318.9K0.02%+70+5.2%Added
Inspire Advisors, LLC1,410$316.9K0.06%+218+18.3%Added
Renaissance Technologies LLC1,400$315.0K0.00%−1,100−44.0%Reduced
Kestra Private Wealth Services, LLC1,386$311.5K0.01%−74−5.1%Reduced
Courier Capital LLC1,379$310.0K0.02%00.0%Unchanged
Leonteq Securities AG1,359$305.5K0.03%−1,703−55.6%Reduced
Forum Financial Management, LP1,349$303.2K0.01%+5+0.4%Added
Tiaa, FSB1,339$301.0K0.00%+1,339New
Klingenstein Fields & Co LP1,321$296.9K0.01%00.0%Unchanged
Great Point Wealth Advisors, LLC1,321$296.9K0.09%+10+0.8%Added
EP Wealth Advisors, LLC2,355$296.1K0.00%−2,695−53.4%Reduced
Enterprise Financial Services Corp1,316$295.8K0.19%−42−3.1%Reduced
Center for Financial Planning, Inc.1,312$294.9K0.06%00.0%Unchanged
Accretive Wealth Partners, LLC1,310$294.4K0.17%00.0%Unchanged
HB Wealth Management, LLC1,305$293.3K0.00%+1,305New
Ergoteles LLC1,289$289.7K0.01%−26,414−95.3%Reduced
Sentry Investment Management LLC1,285$289.0K0.11%−2,080−61.8%Reduced
Dynamic Advisor Solutions LLC1,285$288.8K0.01%−25−1.9%Reduced
Balentine LLC1,283$288.4K0.01%+1,283New
Great Diamond Partners, LLC1,268$285.0K0.08%−54−4.1%Reduced
Vident Investment Advisory, LLC1,266$284.6K0.01%−607−32.4%Reduced
Wedmont Private Capital1,286$284.3K0.03%+3+0.2%Added
CX Institutional1,262$283.7K0.01%+1,262New
Aprio Wealth Management, LLC1,262$283.7K0.08%+6+0.5%Added
Ostrum Asset Management1,261$283.4K0.02%+1+0.1%Added
Humankind Investments LLC1,246$280.1K0.11%−2,451−66.3%Reduced