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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 4,072 | $801.2K | 0.01% | +4,072 | New |
| Point72 Asset Management, L.P. | 4,119 | $810.3K | 0.00% | +4,119 | New |
| United Community Bank | 4,140 | $814.5K | 0.40% | +45+1.1% | Added |
| Bowman & Co S.C. | 4,171 | $820.7K | 0.65% | +813+24.2% | Added |
| Burns Matteson Capital Management, LLC | 4,189 | $824.2K | 0.53% | +142+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,195 | $825.4K | 0.05% | +339+8.8% | Added |
| QRG Capital Management, Inc. | 4,276 | $841.4K | 0.01% | +4,276 | New |
| Bridgewater Associates, LP | 4,282 | $842.5K | 0.01% | +234+5.8% | Added |
| Machina Capital S.A.S. | 4,300 | $846.0K | 0.47% | +3,161+277.5% | Added |
| Waratah Capital Advisors Ltd. | 4,304 | $846.8K | 0.04% | −37,809−89.8% | Reduced |
| GTS Securities LLC | 4,332 | $852.3K | 0.02% | +4,332 | New |
| Toroso Investments, LLC | 4,344 | $854.7K | 0.03% | +1,278+41.7% | Added |
| Lincoln National Corp | 4,354 | $856.6K | 0.02% | −20.0% | Reduced |
| Fox Run Management, L.L.C. | 4,400 | $865.7K | 0.26% | +4,400 | New |
| KLK Capital Management LLC | 4,448 | $875.1K | 1.17% | −159−3.5% | Reduced |
| Beacon Financial Group | 3,956 | $881.0K | 0.13% | +82+2.1% | Added |
| Shay Capital LLC | 4,500 | $885.4K | 0.26% | +4,500 | New |
| Financial Insights, Inc. | 4,958 | $896.6K | 0.32% | +1,089+28.1% | Added |
| Echo Street Capital Management LLC | 4,569 | $899.0K | 0.01% | +4,569 | New |
| Rosenbaum Jay D. | 4,595 | $904.1K | 1.51% | +4,595 | New |
| Kinneret Advisory, LLC | 4,596 | $904.3K | 0.11% | −3−0.1% | Reduced |
| UBS Oconnor LLC | 4,635 | $911.9K | 0.02% | −11,000−70.4% | Reduced |
| Natixis Investment Managers International | 4,655 | $915.9K | 0.07% | +155+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 4,668 | $918.4K | 0.01% | +697+17.6% | Added |
| Laurel Wealth Advisors LLC | 4,710 | $926.7K | 0.20% | +50+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,741 | $932.8K | 0.19% | +1,025+27.6% | Added |
| La Banque Postale Asset Management SA | 4,792 | $942.8K | 0.02% | +1,111+30.2% | Added |
| Cheyne Capital Management (UK) LLP | 4,800 | $944.4K | 2.72% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 4,814 | $947.2K | 0.19% | −220−4.4% | Reduced |
| Private Advisor Group, LLC | 4,818 | $947.9K | 0.01% | +56+1.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,952 | $960.1K | 0.76% | −32−0.6% | Reduced |
| Papp L Roy & Associates | 4,949 | $973.7K | 0.13% | −40−0.8% | Reduced |
| Integrated Advisors Network LLC | 4,972 | $978.2K | 0.06% | −46−0.9% | Reduced |
| Engineers Gate Manager LP | 4,978 | $979.4K | 0.04% | +4,978 | New |
| MQS Management LLC | 5,049 | $993.4K | 0.61% | +5,049 | New |
| First Horizon Advisors, Inc. | 5,067 | $996.9K | 0.04% | +44+0.9% | Added |
| Fairbanks Capital Management, Inc. | 5,083 | $1.00M | 0.84% | −242−4.5% | Reduced |
| Partners Capital Investment Group, LLP | 5,092 | $1.00M | 0.02% | +100+2.0% | Added |
| Todd Asset Management LLC | 5,208 | $1.02M | 0.02% | −64,208−92.5% | Reduced |
| Vinva Investment Management Ltd | 5,185 | $1.03M | 0.10% | −485−8.6% | Reduced |
| Kestra Advisory Services, LLC | 5,344 | $1.05M | 0.01% | +1,502+39.1% | Added |
| Inceptionr LLC | 5,388 | $1.06M | 0.60% | +5,388 | New |
| Wealthfront Advisers LLC | 5,389 | $1.06M | 0.00% | +438+8.8% | Added |
| Atria Wealth Solutions, Inc. | 5,398 | $1.06M | 0.01% | +100+1.9% | Added |
| Intech Investment Management LLC | 5,402 | $1.06M | 0.02% | −11,238−67.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.07M | 0.03% | −38,660−87.7% | Reduced |
| Banque Cantonale Vaudoise | 5,496 | $1.08M | 0.05% | +49+0.9% | Added |
| Herold Advisors, Inc. | 5,600 | $1.10M | 0.34% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,651 | $1.11M | 0.00% | −378−6.3% | Reduced |
| Everence Capital Management Inc | 5,698 | $1.12M | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 5,753 | $1.13M | 0.10% | +68+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,780 | $1.14M | 0.03% | −73−1.2% | Reduced |
| Simplex Trading, LLC | 5,901 | $1.16M | 0.04% | +5,901 | New |
| Advisor Partners II, LLC | 5,903 | $1.16M | 0.05% | +1,910+47.8% | Added |
| Aquila Investment Management LLC | 6,000 | $1.18M | 1.09% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 6,175 | $1.21M | 0.68% | +1,550+33.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.22M | 0.24% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,230 | $1.23M | 0.07% | +25+0.4% | Added |
| Artemis Investment Management LLP | 6,274 | $1.23M | 0.02% | −704−10.1% | Reduced |
| Prudential PLC | 6,310 | $1.24M | 0.01% | −641−9.2% | Reduced |
| GAM Holding AG | 6,365 | $1.25M | 0.09% | +10.0% | Added |
| PGGM Investments | 6,398 | $1.26M | 0.02% | −2,520−28.3% | Reduced |
| Empirical Finance, LLC | 6,407 | $1.26M | 0.09% | +629+10.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,446 | $1.27M | 0.67% | +798+14.1% | Added |
| Boston Financial Mangement LLC | 6,483 | $1.28M | 0.05% | +13+0.2% | Added |
| NBT Bank N A | 6,483 | $1.28M | 0.12% | +6,483 | New |
| Smith, Salley & Associates | 6,487 | $1.28M | 0.09% | +422+7.0% | Added |
| Carmel Capital Partners, LLC | 6,543 | $1.29M | 0.58% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,551 | $1.29M | 1.07% | −158−2.4% | Reduced |
| Chesley Taft & Associates LLC | 6,592 | $1.30M | 0.08% | −135−2.0% | Reduced |
| HF Advisory Group, LLC | 6,470 | $1.30M | 0.96% | +372+6.1% | Added |
| Arrowstreet Capital, Limited Partnership | 6,600 | $1.30M | 0.00% | −109,452−94.3% | Reduced |
| Centiva Capital, LP | 6,617 | $1.30M | 0.06% | +6,617 | New |
| World Equity Group, Inc. | 6,733 | $1.32M | 0.28% | +1,134+20.3% | Added |
| Stratos Wealth Partners, LTD. | 6,739 | $1.33M | 0.03% | +404+6.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,793 | $1.34M | 0.10% | +132+2.0% | Added |
| Carret Asset Management, LLC | 6,891 | $1.36M | 0.19% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,954 | $1.37M | 0.01% | −160,393−95.8% | Reduced |
| Flputnam Investment Management Co | 6,988 | $1.37M | 0.04% | +336+5.1% | Added |
| Veriti Management LLC | 7,047 | $1.39M | 0.16% | +852+13.8% | Added |
| Jump Financial, LLC | 7,070 | $1.39M | 0.05% | +7,070 | New |
| Northwestern Mutual Wealth Management Co | 7,111 | $1.40M | 0.00% | +167+2.4% | Added |
| Suvretta Capital Management, LLC | 7,175 | $1.41M | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,183 | $1.41M | 0.03% | −8,842−55.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,246 | $1.43M | 0.14% | +221+3.1% | Added |
| Pathstone Family Office, LLC | 7,290 | $1.43M | 0.01% | +2,248+44.6% | Added |
| Otter Creek Advisors, LLC | 7,313 | $1.44M | 1.50% | −8,800−54.6% | Reduced |
| Consolidated Planning Corp | 7,348 | $1.45M | 0.32% | +437+6.3% | Added |
| Cunning Capital Partners, LP | 7,400 | $1.46M | 0.96% | +7,400 | Added |
| Teza Capital Management LLC | 7,509 | $1.48M | 0.24% | +7,509 | New |
| Metropolitan Life Insurance Co | 7,576 | $1.49M | 0.08% | −510−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 7,840 | $1.54M | 0.04% | −1,689−17.7% | Reduced |
| Man Group plc | – | $1.55M | 0.00% | – | New |
| Assenagon Asset Management S.A. | 7,891 | $1.55M | 0.01% | −13,062−62.3% | Reduced |
| Renaissance Technologies LLC | 7,900 | $1.55M | 0.00% | +6,500+464.3% | Added |
| Blair William & Co | 7,912 | $1.56M | 0.01% | +1,507+23.5% | Added |
| Metis Global Partners, LLC | 7,927 | $1.56M | 0.08% | +1,226+18.3% | Added |
| BOK Financial Private Wealth, Inc. | 8,076 | $1.59M | 0.14% | −1,433−15.1% | Reduced |
| First Hawaiian Bank | 8,113 | $1.60M | 0.05% | −1,515−15.7% | Reduced |
| Cape Investment Advisory, Inc. | 8,177 | $1.61M | 0.91% | +210+2.6% | Added |