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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 2,100 | $413.2K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 2,100 | $413.2K | 0.01% | +2,100 | New |
| Tranquilli Financial Advisor LLC | 2,102 | $413.6K | 0.30% | +57+2.8% | Added |
| MidWestOne Financial Group, Inc. | 2,111 | $415.3K | 0.09% | +477+29.2% | Added |
| Ameritas Investment Partners, Inc. | 2,113 | $415.7K | 0.02% | −129−5.8% | Reduced |
| Gabelli Funds LLC | 2,130 | $419.1K | 0.00% | −160−7.0% | Reduced |
| Headlands Technologies LLC | 2,130 | $419.1K | 0.21% | +2,130 | New |
| United Capital Financial Advisers, LLC | 2,145 | $422.0K | 0.00% | −379−15.0% | Reduced |
| Ironsides Asset Advisors, LLC | 2,145 | $422.0K | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,145 | $422.0K | 0.08% | +257+13.6% | Added |
| Rathbone Brothers plc | 2,160 | $425.0K | 0.00% | +2,160 | New |
| FDx Advisors, Inc. | 2,177 | $428.0K | 0.04% | −814−27.2% | Reduced |
| MSH Capital Advisors LLC | 2,181 | $429.1K | 0.17% | −26−1.2% | Reduced |
| Trust Asset Management LLC | 2,194 | $431.7K | 0.05% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,194 | $431.7K | 0.08% | +2,194 | New |
| Veracity Capital LLC | 2,203 | $433.4K | 0.20% | +17+0.8% | Added |
| Signaturefd, LLC | 2,205 | $433.8K | 0.01% | +3+0.1% | Added |
| Empowered Funds, LLC | 2,226 | $438.0K | 0.01% | +444+24.9% | Added |
| Symmetry Partners, LLC | 2,244 | $442.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,279 | $448.4K | 0.00% | +324+16.6% | Added |
| Beacon Pointe Advisors, LLC | 2,288 | $450.2K | 0.01% | +1,107+93.7% | Added |
| Virtue Capital Management, LLC | 2,078 | $459.0K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,350 | $462.4K | 0.32% | +2,350 | New |
| Waldron Private Wealth LLC | 2,358 | $463.9K | 0.02% | +939+66.2% | Added |
| AtonRa Partners | 2,400 | $472.2K | 0.99% | −442−15.6% | Reduced |
| ProVise Management Group, LLC | 2,432 | $478.5K | 0.04% | +749+44.5% | Added |
| Meridian Wealth Management, LLC | 2,434 | $478.9K | 0.03% | −40−1.6% | Reduced |
| Magnolia Capital Advisors LLC | 2,713 | $480.6K | 0.46% | −32−1.2% | Reduced |
| Pitcairn Co | 2,447 | $481.4K | 0.04% | +116+5.0% | Added |
| Horizon Investments, LLC | 2,459 | $483.8K | 0.01% | −10.0% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $483.8K | 0.02% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,471 | $486.2K | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,472 | $486.4K | 0.01% | +42+1.7% | Added |
| Duality Advisers, LP | 2,497 | $491.3K | 0.06% | +2,497 | New |
| Adell Harriman & Carpenter Inc | 2,520 | $495.8K | 0.05% | −2,615−50.9% | Reduced |
| Lido Advisors, LLC | 2,523 | $496.3K | 0.01% | +237+10.4% | Added |
| Wetherby Asset Management Inc | 2,523 | $496.4K | 0.03% | −135−5.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,528 | $497.4K | 0.02% | −756−23.0% | Reduced |
| Fosun International Ltd | 2,550 | $501.7K | 0.08% | +2,550 | New |
| Stevens Capital Management LP | 2,572 | $506.0K | 0.15% | +2,572 | New |
| Hantz Financial Services, Inc. | 2,580 | $508.0K | 0.01% | +40+1.6% | Added |
| Principal Street Partners, LLC | 2,599 | $511.4K | 0.10% | −28−1.1% | Reduced |
| Welch & Forbes LLC | 2,612 | $513.9K | 0.01% | −21−0.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,620 | $515.5K | 0.08% | +203+8.4% | Added |
| Armstrong, Fleming & Moore, Inc | 2,647 | $520.8K | 0.50% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,656 | $522.6K | 0.01% | +36+1.4% | Added |
| Brookstone Capital Management | 2,801 | $523.1K | 0.01% | −38−1.3% | Reduced |
| Versor Investments LP | 2,669 | $525.1K | 0.11% | +2,669 | New |
| Aspire Private Capital, LLC | 2,722 | $535.6K | 0.17% | +71+2.7% | Added |
| Snowden Capital Advisors LLC | 2,725 | $536.1K | 0.02% | −275−9.2% | Reduced |
| Platform Technology Partners | 2,733 | $537.7K | 0.25% | −69−2.5% | Reduced |
| NBC Securities, Inc. | 2,753 | $541.0K | 0.06% | +2,753 | New |
| Neo Ivy Capital Management | 2,756 | $542.0K | 0.24% | +2,756 | New |
| Great Lakes Advisors, LLC | 2,770 | $545.0K | 0.00% | −2−0.1% | Reduced |
| Bessemer Securities LLC | 2,776 | $546.0K | 0.76% | −1,873−40.3% | Reduced |
| Profund Advisors LLC | 2,825 | $555.8K | 0.03% | −81−2.8% | Reduced |
| UniSuper Management Pty Ltd | 2,832 | $557.2K | 0.01% | −345−10.9% | Reduced |
| Apollon Wealth Management, LLC | 2,868 | $564.3K | 0.03% | +812+39.5% | Added |
| Two Sigma Securities, LLC | 2,920 | $574.5K | 0.03% | +985+50.9% | Added |
| Ballentine Partners, LLC | 2,931 | $576.7K | 0.01% | −269−8.4% | Reduced |
| Atlas Private Wealth Management | 2,950 | $580.4K | 0.31% | −100−3.3% | Reduced |
| Baldwin Investment Management, LLC | 2,963 | $583.0K | 0.10% | −5−0.2% | Reduced |
| Strategic Blueprint, LLC | 2,965 | $583.4K | 0.05% | +266+9.9% | Added |
| S&CO Inc | 3,000 | $590.0K | 0.05% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 3,000 | $590.2K | 0.08% | +1,500+100.0% | Added |
| Quantinno Capital Management LP | 3,016 | $593.0K | 0.03% | +1,128+59.7% | Added |
| Coldstream Capital Management Inc | 3,021 | $594.4K | 0.02% | +170+6.0% | Added |
| We Are One Seven, LLC | 3,065 | $603.0K | 0.05% | +734+31.5% | Added |
| Guardian Capital LP | 3,066 | $603.2K | 0.02% | −59−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 3,070 | $604.0K | 0.08% | −2−0.1% | Reduced |
| Greenleaf Trust | 3,096 | $609.1K | 0.01% | −107−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,118 | $613.5K | 0.03% | +1,323+73.7% | Added |
| Congress Asset Management Co | 3,151 | $620.0K | 0.01% | −5−0.2% | Reduced |
| Change Path, LLC | 3,151 | $620.0K | 0.04% | −1,680−34.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,164 | $622.5K | 0.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,200 | $629.6K | 0.00% | −200−5.9% | Reduced |
| Global Trust Asset Management, LLC | 3,243 | $638.1K | 0.30% | −135−4.0% | Reduced |
| First Foundation Advisors | 3,270 | $643.4K | 0.03% | −301−8.4% | Reduced |
| Michael B. Yongue | 3,280 | $645.3K | 0.63% | −208−6.0% | Reduced |
| Perigon Wealth Management, LLC | 3,289 | $647.1K | 0.03% | −118−3.5% | Reduced |
| Boothbay Fund Management, LLC | 3,292 | $647.7K | 0.02% | −29,749−90.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,311 | $651.4K | 0.23% | +223+7.2% | Added |
| Ratan Capital Management LP | 3,342 | $658.0K | 0.50% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,441 | $677.0K | 0.01% | −313−8.3% | Reduced |
| Outlook Wealth Advisors, LLC | 3,452 | $679.2K | 0.26% | +85+2.5% | Added |
| Fulton Bank, N.A. | 3,461 | $681.0K | 0.03% | +100+3.0% | Added |
| IVC Wealth Advisors LLC | 3,525 | $693.5K | 0.46% | −25−0.7% | Reduced |
| Advisors Asset Management, Inc. | 3,525 | $693.5K | 0.01% | +339+10.6% | Added |
| Knights of Columbus Asset Advisors LLC | 3,548 | $698.1K | 0.06% | +149+4.4% | Added |
| Liberty One Investment Management, LLC | 3,552 | $698.9K | 0.10% | −67−1.9% | Reduced |
| Ostrum Asset Management | 3,555 | $699.4K | 0.06% | +2,294+181.9% | Added |
| National Asset Management, Inc. | 3,568 | $702.0K | 0.02% | +56+1.6% | Added |
| Strategic Investment Advisors | 3,605 | $709.3K | 0.12% | +3,605 | New |
| Wall Street Access Asset Management, LLC | 3,649 | $717.9K | 0.37% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,733 | $734.5K | 0.03% | −606−14.0% | Reduced |
| CWM, LLC | 3,773 | $742.0K | 0.00% | +207+5.8% | Added |
| Acadian Asset Management LLC | 3,795 | $746.0K | 0.00% | −671−15.0% | Reduced |
| Continuum Advisory, LLC | 3,882 | $763.8K | 0.12% | +10.0% | Added |
| Endurant Capital Management LP | 3,946 | $776.4K | 0.70% | −15,223−79.4% | Reduced |
| Edgestream Partners, L.P. | 4,060 | $798.8K | 0.06% | +4,060 | New |