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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Community Bank, N.A. | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $20.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $20.7K | 0.00% | +47+81.0% | Added |
| Covestor Ltd | 109 | $22.0K | 0.02% | −4−3.5% | Reduced |
| Carolinas Wealth Consulting LLC | 122 | $22.1K | 0.01% | −44−26.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 114 | $22.4K | 0.00% | +47+70.1% | Added |
| Global Wealth Strategies & Associates | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 114 | $23.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 120 | $23.6K | 0.01% | +120 | New |
| BluePath Capital Management, LLC | 120 | $23.6K | 0.02% | +120 | New |
| Knott David M Jr | 122 | $24.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 122 | $24.1K | 0.00% | +63+106.8% | Added |
| Farmers & Merchants Investments Inc | 130 | $25.6K | 0.00% | +5+4.0% | Added |
| Brown, Lisle/Cummings, Inc. | 132 | $26.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 134 | $26.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 136 | $26.8K | 0.00% | −36−20.9% | Reduced |
| St Germain D J Co Inc | 147 | $28.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 153 | $30.1K | 0.00% | +2+1.3% | Added |
| Central Bank & Trust Co | 168 | $33.1K | 0.01% | −77−31.4% | Reduced |
| AllSquare Wealth Management LLC | 181 | $35.6K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 186 | $36.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 197 | $38.8K | 0.01% | +23+13.2% | Added |
| Colonial Trust Co | 199 | $39.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $39.4K | 0.00% | −27−11.9% | Reduced |
| Live Oak Investment Partners | – | $39.7K | 0.03% | – | – |
| CoreFirst Bank & Trust | 225 | $44.3K | 0.03% | +225 | New |
| Deseret Mutual Benefit Administrators | 230 | $45.3K | 0.02% | −12−5.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $45.8K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 236 | $46.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 242 | $48.0K | 0.01% | +108+80.6% | Added |
| Twin Tree Management, LP | 248 | $48.8K | 0.00% | −13,505−98.2% | Reduced |
| Silver Oak Securities, Inc | 248 | $48.8K | 0.01% | −2,209−89.9% | Reduced |
| Leonteq Securities AG | 253 | $49.8K | 0.01% | −1,106−81.4% | Reduced |
| IFP Advisors, Inc | 265 | $52.2K | 0.00% | −324−55.0% | Reduced |
| Concord Wealth Partners | 280 | $55.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 285 | $56.0K | 0.01% | +30+11.8% | Added |
| Sun Life Financial INC | 289 | $57.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 296 | $58.2K | 0.03% | +296 | New |
| Clearstead Advisors, LLC | 300 | $59.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 317 | $62.4K | 0.00% | −1−0.3% | Reduced |
| MV Capital Management, Inc. | 321 | $63.2K | 0.01% | +2+0.6% | Added |
| Bay Harbor Wealth Management, LLC | 334 | $65.7K | 0.03% | +3+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 337 | $66.3K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 339 | $66.7K | 0.01% | −3−0.9% | Reduced |
| Column Capital Advisors, LLC | 346 | $68.1K | 0.01% | +80+30.1% | Added |
| Parkside Financial Bank & Trust | 346 | $68.1K | 0.02% | +53+18.1% | Added |
| Resurgent Financial Advisors LLC | 350 | $68.9K | 0.05% | −20−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 355 | $69.8K | 0.00% | +331+1,379.2% | Added |
| Oakworth Capital, Inc. | 365 | $71.8K | 0.01% | −39−9.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 375 | $73.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 381 | $75.0K | 0.03% | +381 | New |
| Paradigm Asset Management Co LLC | 398 | $78.3K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 402 | $79.1K | 0.07% | +402 | New |
| HM Payson & Co | 408 | $80.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 431 | $84.8K | 0.03% | −13−2.9% | Reduced |
| RE Advisers Corp | 433 | $85.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 440 | $86.6K | 0.07% | +440 | New |
| Private Trust Co NA | 465 | $91.5K | 0.01% | −34−6.8% | Reduced |
| TCTC Holdings, LLC | 496 | $97.6K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 531 | $104.4K | 0.01% | −898−62.8% | Reduced |
| Hall Laurie J Trustee | 540 | $106.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 553 | $108.8K | 0.02% | −3−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 558 | $109.2K | 0.00% | −50−8.2% | Reduced |
| Colonial Trust Advisors | 563 | $110.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 567 | $111.6K | 0.00% | −142−20.0% | Reduced |
| State of Wyoming | 590 | $116.1K | 0.02% | +464+368.3% | Added |
| Alta Advisers Ltd | 600 | $118.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 605 | $120.0K | 0.01% | −1−0.2% | Reduced |
| Central Trust Co | 620 | $122.0K | 0.00% | +217+53.8% | Added |
| J.Safra Asset Management Corp | 629 | $123.8K | 0.02% | −139−18.1% | Reduced |
| Huntington National Bank | 670 | $131.8K | 0.00% | +59+9.7% | Added |
| Allworth Financial LP | 690 | $135.8K | 0.00% | +26+3.9% | Added |
| Harbor Investment Advisory, LLC | 739 | $145.4K | 0.02% | −73−9.0% | Reduced |
| Quadrant Capital Group LLC | 791 | $155.6K | 0.02% | +58+7.9% | Added |
| JJJ Advisors Inc. | 801 | $157.6K | 0.04% | +801 | New |
| Brown Brothers Harriman & Co | 805 | $158.4K | 0.00% | +254+46.1% | Added |
| TD Private Client Wealth LLC | 829 | $165.9K | 0.01% | −17−2.0% | Reduced |
| Lindbrook Capital, LLC | 845 | $166.3K | 0.02% | −39−4.4% | Reduced |
| Atlas Capital Advisors LLC | 890 | $175.1K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 900 | $177.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 920 | $181.0K | 0.08% | +920 | New |
| Spire Wealth Management | 931 | $183.2K | 0.01% | −12,767−93.2% | Reduced |
| Westpac Banking Corp | 959 | $188.7K | 0.01% | +114+13.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,010 | $199.0K | 0.01% | +389+62.6% | Added |
| Acorn Financial Advisory Services Inc | 1,025 | $201.7K | 0.04% | −13−1.3% | Reduced |
| Cim Investment Mangement Inc | 1,027 | $202.1K | 0.07% | −28−2.7% | Reduced |
| First Affirmative Financial Network | 1,030 | $202.6K | 0.20% | +99+10.6% | Added |
| Arkadios Wealth Advisors | 1,036 | $203.8K | 0.02% | +14+1.4% | Added |
| Icon Wealth Partners, LLC | 1,042 | $205.0K | 0.02% | +45+4.5% | Added |
| Bishop Rock Capital, L.P. | 1,043 | $205.2K | 0.84% | −1,277−55.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $206.2K | 0.19% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,054 | $207.4K | 0.07% | +88+9.1% | Added |
| Sentry Investment Management LLC | 1,063 | $209.0K | 0.10% | −222−17.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,071 | $210.7K | 0.01% | +97+10.0% | Added |
| Proequities, Inc. | 1,072 | $210.9K | 0.02% | −61−5.4% | Reduced |
| Confluence Wealth Services, Inc. | 1,073 | $211.1K | 0.04% | +13+1.2% | Added |
| Raleigh Capital Management Inc. | 1,107 | $217.8K | 0.11% | +28+2.6% | Added |
| Accretive Wealth Partners, LLC | 1,110 | $218.4K | 0.13% | −200−15.3% | Reduced |
| Spotlight Asset Group, Inc. | 1,115 | $219.4K | 0.20% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,115 | $219.4K | 0.01% | +1,115 | New |