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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, Q3 2023

Institutional positions in IQVIA Holdings Inc. as of Sep 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
945
+27 vs. Q2 2023
Shares held
163.6M
+2.07M (+1.3%) vs. Q2 2023
Total value
$32.2B
−$4.05B (−11.2%) vs. Q2 2023
New holders
98
357 more added
Sold out
71
349 more reduced

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 945 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 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 heldQ3 2023: $32.2B
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 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2023.

Institutions holding IQV in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$1970.00%00.0%Unchanged
Cornerstone Planning Group LLC1$1970.00%+1New
USA Financial Portformulas Corp2$3940.00%−2−50.0%Reduced
CarsonAllaria Wealth Management, Ltd.3$5900.00%00.0%Unchanged
WestEnd Advisors, LLC3$5900.00%+3New
True Wealth Design, LLC3$5910.00%00.0%Unchanged
Global Financial Private Client, LLC4$7760.00%00.0%Unchanged
Sandy Spring Bank4$7870.00%−53−93.0%Reduced
Macroview Investment Management LLC4$7870.00%+4New
Perkins Coie Trust Co5$9830.00%+5New
Wolff Wiese Magana LLC5$9840.00%00.0%Unchanged
ClariVest Asset Management LLC8$1.00K0.00%−43−84.3%Reduced
Avion Wealth11$1.00K0.00%+6+120.0%Added
North Star Investment Management Corp.7$1.38K0.00%00.0%Unchanged
Versant Capital Management, Inc7$1.38K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$1.38K0.00%00.0%Unchanged
RFP Financial Group LLC9$1.77K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$1.77K0.00%+3+50.0%Added
Valley National Advisers Inc10$2.00K0.00%+10New
Investors Research Corp11$2.16K0.00%+11New
Lee Financial Co11$2.17K0.00%00.0%Unchanged
Sound Income Strategies, LLC12$2.36K0.00%−6−33.3%Reduced
NewSquare Capital LLC12$2.36K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$2.95K0.00%+3+25.0%Added
TSFG, LLC13$3.00K0.00%00.0%Unchanged
Webster Bank, N. A.16$3.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$3.35K0.00%00.0%Unchanged
Red Tortoise LLC17$3.35K0.00%00.0%Unchanged
Pier Capital, LLC18$3.54K0.00%00.0%Unchanged
TFC Financial Management20$3.94K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC22$4.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc20$4.00K0.00%+20New
Caldwell Sutter Capital, Inc.21$4.13K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC22$4.33K0.00%00.0%Unchanged
Assetmark, Inc22$4.33K0.00%+9+69.2%Added
Grove Bank & Trust23$4.53K0.00%−7−23.3%Reduced
Robinswood Financial LLC23$4.53K0.00%00.0%Unchanged
Front Row Advisors LLC23$4.53K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$4.53K0.00%00.0%Unchanged
PFS Partners, LLC23$4.53K0.00%00.0%Unchanged
Missouri Trust & Investment Co24$4.72K0.00%00.0%Unchanged
Kenfarb & Co.24$4.72K0.00%00.0%Unchanged
Venturi Wealth Management, LLC24$4.72K0.00%+21+700.0%Added
Independence Bank of Kentucky25$4.92K0.00%+14+127.3%Added
Capital Advisors, Ltd. LLC23$5.00K0.00%−4−14.8%Reduced
Coston, McIsaac & Partners29$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$5.31K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$5.31K0.00%+4+17.4%Added
CNB Bank28$5.51K0.00%+28New
Salomon & Ludwin, LLC28$5.51K0.00%+28New
AdvisorNet Financial, Inc29$5.71K0.00%−52−64.2%Reduced
Delta Asset Management LLC30$5.90K0.00%00.0%Unchanged
Group One Trading, L.P.30$5.90K0.00%+30New
Abound Wealth Management31$6.10K0.00%+2+6.9%Added
Carolina Wealth Advisors, LLC33$6.49K0.00%00.0%Unchanged
Tortoise Investment Management, LLC33$6.49K0.00%+3+10.0%Added
Householder Group Estate & Retirement Specialist, LLC35$6.89K0.00%+35New
Antonetti Capital Management LLC35$6.89K0.01%00.0%Unchanged
Hanson & Doremus Investment Management36$7.00K0.00%00.0%Unchanged
Close Asset Management Ltd35$7.00K0.00%00.0%Unchanged
City Holding Co37$7.28K0.00%+37New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC39$7.67K0.00%+33+550.0%Added
Creative Financial Designs Inc39$7.67K0.00%+39New
Bangor Savings Bank40$7.87K0.00%+40New
Rogco, LP40$7.87K0.00%+40New
Prestige Wealth Management Group LLC41$8.07K0.00%00.0%Unchanged
Eagle Bay Advisors LLC47$9.25K0.00%+8+20.5%Added
Manchester Capital Management LLC50$9.84K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.50$9.84K0.00%00.0%Unchanged
Steward Financial Group LLC53$10.0K0.00%+53New
Hoey Investments, Inc54$10.6K0.00%−52−49.1%Reduced
GW&K Investment Management, LLC56$11.0K0.00%+1+1.8%Added
WR Wealth Planners, LLC57$11.2K0.00%+10+21.3%Added
Beacon Capital Management, LLC50$11.2K0.00%00.0%Unchanged
Larson Financial Group LLC60$11.8K0.00%00.0%Unchanged
Jones Financial Companies LLLP63$12.4K0.00%+30+90.9%Added
Emfo, LLC65$12.8K0.01%00.0%Unchanged
McIlrath & Eck, LLC65$12.8K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$12.8K0.00%00.0%Unchanged
Core Alternative Capital66$13.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management65$13.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$13.4K0.01%00.0%Unchanged
Atlantic Trust, LLC68$13.4K0.00%+68New
Sutton Wealth Advisors Inc.71$14.0K0.01%+10+16.4%Added
Ronald Blue Trust, Inc.64$14.0K0.00%+31+93.9%Added
Bogart Wealth, LLC73$14.4K0.00%00.0%Unchanged
Rational Advisors LLC66$14.8K0.00%00.0%Unchanged
Asset Dedication, LLC76$15.0K0.00%+12+18.8%Added
Cambridge Trust Co78$15.3K0.00%+78New
Hexagon Capital Partners LLC80$15.7K0.00%+20+33.3%Added
Harbour Investments, Inc.83$16.3K0.00%−137−62.3%Reduced
China Universal Asset Management Co., Ltd.84$16.5K0.00%00.0%Unchanged
Riverview Trust Co85$16.7K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$16.9K0.01%00.0%Unchanged
Earnest Partners LLC91$17.9K0.00%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd12,101$18.6K0.54%00.0%Unchanged
Financial Management Professionals, Inc.95$19.0K0.00%+2+2.2%Added
Umb Bank N A98$19.3K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$19.7K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$19.7K0.01%00.0%Unchanged