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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 242 | $54.4K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 236 | $53.0K | 0.01% | +4+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $52.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 227 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $49.4K | 0.00% | +19+9.5% | Added |
| Live Oak Investment Partners | – | $45.4K | 0.04% | – | – |
| Capital Analysts, LLC | 199 | $45.0K | 0.00% | −56−22.0% | Reduced |
| Colonial Trust Co | 199 | $44.7K | 0.01% | +150+306.1% | Added |
| Focused Wealth Management, Inc | 186 | $41.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 174 | $39.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 172 | $38.7K | 0.00% | +36+26.5% | Added |
| Carolinas Wealth Consulting LLC | 166 | $37.3K | 0.01% | −215−56.4% | Reduced |
| AllSquare Wealth Management LLC | 181 | $36.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 151 | $33.9K | 0.00% | −922−85.9% | Reduced |
| St Germain D J Co Inc | 147 | $33.0K | 0.00% | +147 | New |
| Magellan Asset Management Ltd | 134 | $30.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 134 | $30.0K | 0.00% | +41+44.1% | Added |
| Brown, Lisle/Cummings, Inc. | 132 | $29.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 126 | $28.3K | 0.01% | −603−82.7% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $28.1K | 0.00% | −8−6.0% | Reduced |
| Knott David M Jr | 122 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $26.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 114 | $25.6K | 0.02% | −4,565−97.6% | Reduced |
| Clean Yield Group | 114 | $25.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $25.0K | 0.02% | −8−6.6% | Reduced |
| Hoey Investments, Inc | 106 | $23.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 103 | $23.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $22.9K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 102 | $22.9K | 0.01% | +102 | New |
| Duncker Streett & Co Inc | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $22.0K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,101 | $21.3K | 0.63% | −12,101−50.0% | Reduced |
| Financial Management Professionals, Inc. | 93 | $21.0K | 0.00% | +22+31.0% | Added |
| Earnest Partners LLC | 91 | $20.5K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 89 | $20.0K | 0.01% | +89 | New |
| Newbridge Financial Services Group, Inc. | 86 | $19.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $19.1K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 84 | $18.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $18.2K | 0.00% | +11+15.7% | Added |
| West Paces Advisors Inc. | 76 | $17.1K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 77 | $17.0K | 0.00% | −14−15.4% | Reduced |
| BDO Wealth Advisors, LLC | 74 | $16.6K | 0.00% | +20+37.0% | Added |
| Bogart Wealth, LLC | 73 | $16.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $15.3K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 67 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $15.0K | 0.01% | +65 | New |
| Rational Advisors LLC | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 66 | $14.8K | 0.00% | +7+11.9% | Added |
| Emfo, LLC | 65 | $14.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $14.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 64 | $14.0K | 0.00% | −10−13.5% | Reduced |
| Sutton Wealth Advisors Inc. | 61 | $13.7K | 0.01% | +1+1.7% | Added |
| Hexagon Capital Partners LLC | 60 | $13.5K | 0.00% | −26−30.2% | Reduced |
| Larson Financial Group LLC | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 59 | $13.3K | 0.00% | +19+47.5% | Added |
| JFS Wealth Advisors, LLC | 58 | $13.0K | 0.00% | +1+1.8% | Added |
| Sandy Spring Bank | 57 | $12.8K | 0.00% | +53+1,325.0% | Added |
| Endurance Wealth Management, Inc. | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $12.0K | 0.00% | +54+5,400.0% | Added |
| Manchester Capital Management LLC | 50 | $11.2K | 0.00% | −342−87.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $11.2K | 0.00% | +50 | New |
| ClariVest Asset Management LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 47 | $10.6K | 0.00% | +1+2.2% | Added |
| Prestige Wealth Management Group LLC | 41 | $9.22K | 0.00% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 40 | $8.99K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 39 | $8.77K | 0.01% | −5−11.4% | Reduced |
| Hanson & Doremus Investment Management | 36 | $8.00K | 0.00% | −108−75.0% | Reduced |
| Close Asset Management Ltd | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $7.87K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $7.42K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $7.42K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $6.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $6.74K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 30 | $6.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $6.52K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 29 | $6.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $6.07K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $6.00K | 0.00% | −59−64.1% | Reduced |
| Coston, McIsaac & Partners | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | +22+440.0% | Added |
| Kenfarb & Co. | 24 | $5.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24 | $5.39K | 0.00% | +10+71.4% | Added |
| Missouri Trust & Investment Co | 24 | $5.39K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 23 | $5.17K | 0.00% | −1−4.2% | Reduced |
| HHM Wealth Advisors, LLC | 23 | $5.17K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 23 | $5.17K | 0.00% | +23 | New |
| Robinswood Financial LLC | 23 | $5.17K | 0.00% | +23 | New |
| Front Row Advisors LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 22 | $5.00K | 0.00% | +12+120.0% | Added |
| Blue Bell Private Wealth Management, LLC | 22 | $4.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $4.72K | 0.00% | +18+600.0% | Added |
| TFC Financial Management | 20 | $4.50K | 0.00% | +6+42.9% | Added |
| First Command Bank | 20 | $4.50K | 0.00% | +20 | New |
| First Command Financial Services, Inc. | 20 | $4.50K | 0.00% | +20 | New |
| Bartlett & Co. Wealth Management LLC | 19 | $4.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $4.27K | 0.00% | +19 | New |