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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 1,232 | $276.9K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 1,220 | $274.2K | 0.19% | +1,220 | New |
| Peterson Wealth Services | 1,208 | $271.5K | 0.13% | +22+1.9% | Added |
| Industrial Alliance Investment Management Inc. | 1,200 | $270.0K | 0.14% | −25,490−95.5% | Reduced |
| Morse Asset Management, Inc | 1,200 | $270.0K | 0.08% | +1,200 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,193 | $268.2K | 0.06% | +166+16.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,192 | $267.9K | 0.00% | +1,192 | New |
| Beacon Pointe Advisors, LLC | 1,181 | $265.5K | 0.00% | −138−10.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,177 | $264.6K | 0.05% | +110+10.3% | Added |
| Fundamentun, LLC | 1,173 | $263.7K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,170 | $263.0K | 0.01% | −281−19.4% | Reduced |
| High Net Worth Advisory Group LLC | 1,169 | $262.8K | 0.10% | +19+1.7% | Added |
| Callan Capital, LLC | 1,150 | $258.5K | 0.03% | +76+7.1% | Added |
| Shelton Capital Management | 1,146 | $257.6K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,143 | $256.9K | 0.02% | −182−13.7% | Reduced |
| Machina Capital S.A.S. | 1,139 | $256.0K | 0.15% | +1,139 | New |
| Proequities, Inc. | 1,133 | $254.7K | 0.02% | +19+1.7% | Added |
| Cahaba Wealth Management, Inc. | 1,132 | $254.4K | 0.03% | −130−10.3% | Reduced |
| Spotlight Asset Group, Inc. | 1,115 | $250.6K | 0.22% | +1,115 | New |
| Arlington Partners LLC | 1,090 | $245.0K | 0.04% | +1,090 | New |
| EverSource Wealth Advisors, LLC | 1,083 | $243.4K | 0.03% | +640+144.5% | Added |
| Raleigh Capital Management Inc. | 1,079 | $242.5K | 0.12% | +113+11.7% | Added |
| Confluence Wealth Services, Inc. | 1,060 | $238.3K | 0.05% | +7+0.7% | Added |
| Cim Investment Mangement Inc | 1,055 | $237.1K | 0.08% | +2+0.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $235.6K | 0.20% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,044 | $234.7K | 0.02% | −41−3.8% | Reduced |
| HBK Sorce Advisory LLC | 1,044 | $234.7K | 0.01% | +12+1.2% | Added |
| Acorn Financial Advisory Services Inc | 1,038 | $233.3K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,022 | $229.7K | 0.03% | −256−20.0% | Reduced |
| Pinnacle Associates Ltd | 1,013 | $227.7K | 0.00% | −57−5.3% | Reduced |
| Interchange Capital Partners, LLC | 1,008 | $226.8K | 0.17% | +1,008 | New |
| Icon Wealth Partners, LLC | 997 | $224.1K | 0.02% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 995 | $223.6K | 0.15% | +995 | New |
| Sentinus, LLC | 988 | $222.1K | 0.07% | +988 | New |
| TownSquare Capital, LLC | 986 | $221.6K | 0.00% | −382−27.9% | Reduced |
| AMG National Trust Bank | 984 | $221.2K | 0.01% | −771−43.9% | Reduced |
| Winton Group Ltd | 979 | $220.1K | 0.02% | +979 | New |
| Buckley Wealth Management, LLC | 978 | $219.8K | 0.07% | +978 | New |
| Cary Street Partner Investment Advisory LLC | 974 | $218.9K | 0.01% | +21+2.2% | Added |
| Winslow Capital Management, LLC | 973 | $218.7K | 0.00% | −1,025,747−99.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 966 | $217.1K | 0.08% | +966 | New |
| Cook Wealth Management Group LLC | 961 | $215.8K | 0.17% | +961 | New |
| Brevan Howard Capital Management LP | 946 | $212.6K | 0.04% | +946 | New |
| First Affirmative Financial Network | 931 | $209.2K | 0.21% | +931 | New |
| Good Life Advisors, LLC | 916 | $205.9K | 0.02% | −101−9.9% | Reduced |
| Qtron Investments LLC | 913 | $205.2K | 0.04% | +913 | New |
| Fractal Investments LLC | 910 | $204.5K | 0.05% | +910 | New |
| Anchor Investment Management, LLC | 900 | $202.3K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 905 | $200.3K | 0.05% | +905 | New |
| Atlas Capital Advisors LLC | 890 | $200.0K | 0.03% | +600+206.9% | Added |
| Lindbrook Capital, LLC | 884 | $198.7K | 0.02% | +148+20.1% | Added |
| Capstone Investment Advisors, LLC | 860 | $193.3K | 0.01% | −6,113−87.7% | Reduced |
| TD Private Client Wealth LLC | 846 | $193.3K | 0.01% | +16+1.9% | Added |
| Westpac Banking Corp | 845 | $189.9K | 0.01% | −14,329−94.4% | Reduced |
| Harbor Investment Advisory, LLC | 812 | $182.5K | 0.03% | −465−36.4% | Reduced |
| Ancora Advisors, LLC | 802 | $180.3K | 0.00% | +201+33.4% | Added |
| J.Safra Asset Management Corp | 768 | $172.6K | 0.02% | +96+14.3% | Added |
| Quadrant Capital Group LLC | 733 | $164.8K | 0.02% | −18−2.4% | Reduced |
| Massmutual Trust Co FSB | 709 | $159.4K | 0.01% | +97+15.8% | Added |
| Allworth Financial LP | 664 | $149.2K | 0.00% | +107+19.2% | Added |
| Paloma Partners Management Co | 646 | $145.2K | 0.03% | +646 | New |
| Benjamin F. Edwards & Company, Inc. | 621 | $140.0K | 0.01% | −57−8.4% | Reduced |
| Huntington National Bank | 611 | $137.3K | 0.00% | +178+41.1% | Added |
| Smithfield Trust Co | 606 | $136.0K | 0.01% | +11+1.8% | Added |
| Alta Advisers Ltd | 600 | $134.9K | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 608 | $134.6K | 0.00% | −12−1.9% | Reduced |
| Colonial Trust Advisors | 563 | $126.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 556 | $125.0K | 0.02% | +40+7.8% | Added |
| Brown Brothers Harriman & Co | 551 | $123.8K | 0.00% | −132−19.3% | Reduced |
| Salem Investment Counselors Inc | 548 | $123.2K | 0.00% | −3,578−86.7% | Reduced |
| Hall Laurie J Trustee | 540 | $121.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 499 | $112.2K | 0.01% | +112+28.9% | Added |
| TCTC Holdings, LLC | 496 | $111.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 444 | $98.2K | 0.02% | +444 | New |
| RE Advisers Corp | 433 | $97.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 408 | $91.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 404 | $90.8K | 0.01% | +39+10.7% | Added |
| Central Trust Co | 403 | $90.6K | 0.00% | −176−30.4% | Reduced |
| Paradigm Asset Management Co LLC | 398 | $89.5K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 375 | $84.3K | 0.00% | +5+1.4% | Added |
| Resurgent Financial Advisors LLC | 370 | $83.2K | 0.06% | +3+0.8% | Added |
| Private Ocean, LLC | 369 | $82.9K | 0.01% | +369 | New |
| Glassman Wealth Services | 342 | $76.9K | 0.01% | +60+21.3% | Added |
| GPS Wealth Strategies Group, LLC | 337 | $75.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 331 | $74.4K | 0.03% | −23−6.5% | Reduced |
| MV Capital Management, Inc. | 319 | $71.7K | 0.01% | +62+24.1% | Added |
| Itau Unibanco Holding S.A. | 318 | $71.5K | 0.00% | −26,437−98.8% | Reduced |
| Mirova | 308 | $69.2K | 0.01% | −522−62.9% | Reduced |
| ICA Group Wealth Management, LLC | 301 | $67.7K | 0.02% | +301 | New |
| Clearstead Advisors, LLC | 300 | $67.4K | 0.00% | −353−54.1% | Reduced |
| Parkside Financial Bank & Trust | 293 | $65.9K | 0.02% | +48+19.6% | Added |
| Lansing Street Advisors | 293 | $65.9K | 0.04% | 00.0% | Unchanged |
| Sun Life Financial INC | 289 | $65.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 280 | $62.9K | 0.01% | +39+16.2% | Added |
| Column Capital Advisors, LLC | 266 | $59.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 589 | $59.2K | 0.00% | −15−2.5% | Reduced |
| CVA Family Office, LLC | 255 | $57.3K | 0.01% | −70−21.5% | Reduced |
| Harvest Fund Management Co., Ltd | 255 | $57.0K | 0.01% | −327−56.2% | Reduced |
| Central Bank & Trust Co | 245 | $55.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 243 | $55.0K | 0.02% | −122−33.4% | Reduced |