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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
TownSquare Capital, LLC1,118$220.0K0.00%+132+13.4%Added
Cahaba Wealth Management, Inc.1,121$220.6K0.02%−11−1.0%Reduced
CAPROCK Group, Inc.1,127$221.8K0.02%−16−1.4%Reduced
EverSource Wealth Advisors, LLC1,145$225.3K0.02%+62+5.7%Added
Shelton Capital Management1,146$225.5K0.01%00.0%Unchanged
Salem Investment Counselors Inc1,148$225.9K0.01%+600+109.5%Added
High Net Worth Advisory Group LLC1,150$226.3K0.09%−19−1.6%Reduced
Humankind Investments LLC1,153$226.9K0.09%−93−7.5%Reduced
Tiaa Trust, National Association1,161$228.4K0.00%+1,161New
Williams Jones Wealth Management, LLC.1,162$228.6K0.00%−30−2.5%Reduced
Fundamentun, LLC1,173$230.8K0.03%00.0%Unchanged
Personal Cfo Solutions, LLC1,187$233.5K0.05%+10+0.8%Added
Peterson Wealth Services1,206$237.3K0.18%−2−0.2%Reduced
Bremer Bank National Association1,213$238.7K0.05%−19−1.5%Reduced
Schechter Investment Advisors, LLC1,218$239.6K0.02%+174+16.7%Added
Alpha Family Trust1,220$240.0K0.18%00.0%Unchanged
Ground Swell Capital, LLC1,227$241.4K0.41%+1,227New
Zacks Investment Management1,248$245.4K0.00%+1,248New
Aprio Wealth Management, LLC1,249$245.7K0.07%−13−1.0%Reduced
Trexquant Investment LP1,259$247.7K0.01%+1,259New
Great Diamond Partners, LLC1,261$248.1K0.07%−7−0.6%Reduced
Bank Ozk1,264$248.7K0.14%−1,375−52.1%Reduced
Enterprise Financial Services Corp1,267$249.3K0.17%−49−3.7%Reduced
AlphaQ Advisors LLC1,293$254.4K0.22%−154−10.6%Reduced
EP Wealth Advisors, LLC1,317$259.2K0.00%−1,038−44.1%Reduced
Klingenstein Fields & Co LP1,321$259.9K0.01%00.0%Unchanged
Great Point Wealth Advisors, LLC1,322$260.1K0.08%+1+0.1%Added
Ancora Advisors, LLC1,337$263.1K0.01%+535+66.7%Added
Forum Financial Management, LP1,349$265.4K0.01%00.0%Unchanged
BCJ Capital Management, LLC1,357$267.0K0.02%−152−10.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,396$274.7K0.15%+1,396New
Inspire Advisors, LLC1,419$279.2K0.05%+9+0.6%Added
Mount Yale Investment Advisors, LLC1,440$283.3K0.03%−4−0.3%Reduced
Richard W. Paul & Associates, LLC1,440$283.3K0.13%−56−3.7%Reduced
Meiji Yasuda Life Insurance Co1,460$287.3K0.01%−2,725−65.1%Reduced
Arlington Partners LLC1,460$287.3K0.12%+370+33.9%Added
Arlington Trust Co LLC1,460$287.3K0.12%+1,460New
Independent Advisor Alliance1,478$290.8K0.01%+3+0.2%Added
Clarius Group, LLC1,480$291.2K0.03%−359−19.5%Reduced
Kestra Private Wealth Services, LLC1,480$291.2K0.01%+94+6.8%Added
Checchi Capital Advisers, LLC1,496$294.3K0.03%−122−7.5%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,505$296.1K0.01%−12,306−89.1%Reduced
Geller Advisors LLC1,505$296.1K0.03%−95−5.9%Reduced
CX Institutional1,515$298.1K0.02%+253+20.0%Added
Angeles Wealth Management, LLC1,516$298.3K0.04%+27+1.8%Added
NEOS Investment Management LLC1,516$298.3K0.04%+1,516New
Bridges Investment Management Inc1,532$301.4K0.01%−1,719−52.9%Reduced
SlateStone Wealth, LLC1,540$303.0K0.04%−45−2.8%Reduced
MTM Investment Management, LLC1,545$304.0K0.15%+14+0.9%Added
Vident Advisory, LLC1,558$306.5K0.01%+1,558New
Dynamic Technology Lab Private Ltd1,561$307.0K0.03%−2,454−61.1%Reduced
Center for Financial Planning, Inc.1,570$308.9K0.07%+258+19.7%Added
Fukoku Mutual Life Insurance Co1,574$309.7K0.03%00.0%Unchanged
Siemens Fonds Invest GmbH1,574$309.7K0.03%00.0%Unchanged
Dynamic Advisor Solutions LLC1,574$309.7K0.01%+289+22.5%Added
Gladstone Institutional Advisory LLC1,577$310.3K0.02%+89+6.0%Added
Agf Management Ltd1,581$311.1K0.00%+1,581New
Balentine LLC1,583$311.5K0.01%+300+23.4%Added
HB Wealth Management, LLC1,588$312.4K0.01%+283+21.7%Added
Pinnacle Wealth Planning Services, Inc.1,611$316.9K0.05%−11−0.7%Reduced
Wedmont Private Capital1,604$320.1K0.03%+318+24.7%Added
Phoenix Holdings Ltd.1,611$320.1K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.1,630$320.7K0.19%00.0%Unchanged
Lyell Wealth Management, LP1,631$320.9K0.04%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,638$322.3K0.02%−20−1.2%Reduced
Banco Santander, S.A.1,645$323.7K0.00%−33,037−95.3%Reduced
Blueshift Asset Management, LLC1,662$327.0K0.19%+1,662New
EFG Asset Management (Americas) Corp.1,666$327.8K0.08%−69−4.0%Reduced
Peapack Gladstone Financial Corp1,668$328.0K0.01%−841−33.5%Reduced
V Wealth Advisors LLC1,675$329.6K0.27%−1,345−44.5%Reduced
Pinnacle Associates Ltd1,678$330.1K0.01%+665+65.6%Added
Brown Advisory Inc1,688$332.1K0.00%+178+11.8%Added
DuPont Capital Management Corp1,721$338.6K0.03%−65,613−97.4%Reduced
Altfest L J & Co Inc1,732$341.0K0.05%+5+0.3%Added
Regions Financial Corp1,741$342.5K0.00%+161+10.2%Added
Cumberland Partners Ltd1,790$352.2K0.03%−5,250−74.6%Reduced
XTX Topco Ltd1,799$354.0K0.06%+1,799New
Edge Capital Group, LLC1,800$354.1K0.02%00.0%Unchanged
Clear Harbor Asset Management, LLC1,801$354.3K0.04%+1,801New
Allred Capital Management, LLC1,861$366.2K0.18%+289+18.4%Added
Park Avenue Securities LLC1,889$372.0K0.01%+1,889New
Principle Wealth Partners LLC1,920$377.8K0.04%00.0%Unchanged
Level Four Advisory Services, LLC1,925$378.7K0.02%+66+3.6%Added
Avantax Advisory Services, Inc.1,936$380.9K0.00%+154+8.6%Added
Simplify Asset Management Inc.1,960$385.6K0.06%−22−1.1%Reduced
Cigna Investments Inc1,963$386.0K0.09%−273−12.2%Reduced
Penserra Capital Management LLC1,972$386.0K0.01%−133−6.3%Reduced
Great Valley Advisor Group, Inc.1,962$386.5K0.02%−146−6.9%Reduced
KRS Capital Management, LLC1,975$388.6K0.41%−15−0.8%Reduced
Sequoia Financial Advisors, LLC2,004$394.4K0.01%+37+1.9%Added
Caxton Associates LP2,019$397.2K0.06%+2,019New
Advanced Portfolio Management, LLC2,032$399.8K0.35%−2,035−50.0%Reduced
Alliance Wealth Advisors, LLC2,036$400.6K0.29%+8+0.4%Added
Optas, LLC2,048$402.9K0.13%+411+25.1%Added
Moody Aldrich Partners LLC2,049$404.6K0.08%+2,049New
Moody National Bank Trust Division2,058$404.9K0.03%−45−2.1%Reduced
Regatta Capital Group, LLC2,059$405.1K0.13%+54+2.7%Added
Busey Wealth Management2,080$409.2K0.02%−7−0.3%Reduced
Northeast Financial Consultants Inc2,080$409.2K0.03%00.0%Unchanged
Cutter & CO Brokerage, Inc.2,098$412.8K0.12%00.0%Unchanged