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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 8,181 | $1.61M | 0.21% | +59+0.7% | Added |
| Copperleaf Capital, LLC | 8,255 | $1.62M | 1.76% | −1,640−16.6% | Reduced |
| E. Ohman J:or Asset Management AB | 8,301 | $1.63M | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,533 | $1.68M | 0.01% | +1,912+28.9% | Added |
| Virtu Financial LLC | 8,673 | $1.71M | 0.17% | +8,673 | New |
| Keybank National Association | 8,693 | $1.71M | 0.01% | −84−1.0% | Reduced |
| WealthShield Partners, LLC | 8,846 | $1.74M | 0.26% | +225+2.6% | Added |
| Parallel Advisors, LLC | 9,124 | $1.80M | 0.06% | +331+3.8% | Added |
| Icon Advisers Inc | 9,238 | $1.82M | 0.45% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,304 | $1.83M | 0.02% | +184+2.0% | Added |
| Ossiam | 9,335 | $1.84M | 0.03% | −145,030−94.0% | Reduced |
| Global Retirement Partners, LLC | 9,433 | $1.85M | 0.09% | −67−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 9,418 | $1.85M | 0.20% | +210+2.3% | Added |
| Voya Financial Advisors, Inc. | 9,397 | $1.86M | 0.23% | +355+3.9% | Added |
| Silvercrest Asset Management Group LLC | 9,485 | $1.87M | 0.01% | +9,485 | New |
| SG Americas Securities, LLC | 9,495 | $1.87M | 0.02% | −657−6.5% | Reduced |
| Wunderlich Capital Managemnt | 9,663 | $1.90M | 0.94% | −9−0.1% | Reduced |
| New Mexico Educational Retirement Board | 9,700 | $1.91M | 0.08% | +700+7.8% | Added |
| Nixon Peabody Trust Co | 9,746 | $1.92M | 1.61% | +6,515+201.6% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $1.94M | 0.94% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 9,901 | $1.95M | 0.06% | +7,670+343.8% | Added |
| Vestcor Inc | 9,941 | $1.96M | 0.07% | −1,023−9.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $1.97M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,058 | $1.98M | 0.00% | +947+10.4% | Added |
| Aquatic Capital Management LLC | 10,100 | $1.99M | 0.08% | +10,100 | New |
| CIBC World Markets Corp | 10,107 | $1.99M | 0.02% | −11,645−53.5% | Reduced |
| Mercer Global Advisors Inc | 10,169 | $2.00M | 0.01% | −1,580−13.4% | Reduced |
| Archford Capital Strategies, LLC | 10,291 | $2.02M | 0.41% | −62−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 10,360 | $2.04M | 0.45% | 00.0% | Unchanged |
| Element Capital Management LLC | 10,692 | $2.10M | 0.19% | −14,898−58.2% | Reduced |
| JustInvest LLC | 10,743 | $2.11M | 0.06% | −1,261−10.5% | Reduced |
| Fifth Third Bancorp | 10,953 | $2.16M | 0.01% | −13,337−54.9% | Reduced |
| Sumitomo Life Insurance Co | 11,000 | $2.16M | 0.06% | +486+4.6% | Added |
| Louisiana State Employees Retirement System | 11,300 | $2.22M | 0.05% | −200−1.7% | Reduced |
| Geneos Wealth Management Inc. | 11,332 | $2.23M | 0.11% | +1,616+16.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,340 | $2.23M | 0.03% | +3,457+43.9% | Added |
| Jag Capital Management, LLC | 11,352 | $2.23M | 0.27% | +463+4.3% | Added |
| Richard Bernstein Advisors LLC | 11,373 | $2.24M | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11,605 | $2.25M | 0.90% | +11,605 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,426 | $2.25M | 0.05% | +3,938+52.6% | Added |
| Greenup Street Wealth Management LLC | 11,435 | $2.25M | 0.73% | +11,435 | New |
| Banque Pictet & Cie SA | 11,443 | $2.25M | 0.03% | −80−0.7% | Reduced |
| Krilogy Financial LLC | 11,491 | $2.26M | 0.21% | +11,491 | New |
| Raymond James Trust N.A. | 11,502 | $2.26M | 0.07% | +72+0.6% | Added |
| Connolly Sarah T. | 11,525 | $2.27M | 1.50% | +11,525 | New |
| L2 Asset Management, LLC | 17 | $2.29M | 1.10% | −11,585−99.9% | Reduced |
| Pinebridge Investments, L.P. | 11,727 | $2.31M | 0.03% | +11,727 | New |
| Steinberg Asset Management LLC | 11,908 | $2.34M | 2.09% | −23−0.2% | Reduced |
| Parsons Capital Management Inc | 12,135 | $2.39M | 0.19% | −427−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 12,141 | $2.39M | 0.04% | +2,552+26.6% | Added |
| Advisory Services Network, LLC | 12,387 | $2.44M | 0.07% | +464+3.9% | Added |
| Capstone Investment Advisors, LLC | 12,456 | $2.45M | 0.06% | +11,596+1,348.4% | Added |
| Hartford Investment Management Co | 12,482 | $2.46M | 0.10% | −764−5.8% | Reduced |
| Citizens Business Bank | 12,503 | $2.46M | 0.58% | −560−4.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 12,662 | $2.49M | 0.54% | −258−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,856 | $2.53M | 0.01% | +12,856 | New |
| Nisa Investment Advisors, LLC | 12,875 | $2.53M | 0.02% | −2,700−17.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 13,064 | $2.57M | 0.01% | −22,424−63.2% | Reduced |
| Securian Asset Management, Inc | 13,141 | $2.59M | 0.08% | −2,212−14.4% | Reduced |
| Providence Capital Advisors, LLC | 13,298 | $2.62M | 0.68% | −14−0.1% | Reduced |
| First Republic Investment Management, Inc. | 13,472 | $2.65M | 0.01% | +98+0.7% | Added |
| Resources Investment Advisors, LLC. | 13,642 | $2.68M | 0.06% | +1,474+12.1% | Added |
| Crossmark Global Holdings, Inc. | 13,571 | $2.73M | 0.06% | −279−2.0% | Reduced |
| Fairhaven Wealth Management, LLC | 13,933 | $2.74M | 1.09% | +235+1.7% | Added |
| Harrell Investment Partners, LLC | 14,153 | $2.74M | 0.93% | +1,859+15.1% | Added |
| Maryland State Retirement & Pension System | 14,078 | $2.77M | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 14,079 | $2.77M | 0.69% | +338+2.5% | Added |
| Oregon Public Employees Retirement Fund | 14,113 | $2.78M | 0.04% | −300−2.1% | Reduced |
| Cohen Lawrence B | 14,339 | $2.82M | 1.90% | +10,443+268.0% | Added |
| Teacher Retirement System of Texas | 14,378 | $2.83M | 0.02% | −13,224−47.9% | Reduced |
| Oppenheimer Asset Management Inc. | 14,385 | $2.83M | 0.04% | +10.0% | Added |
| Ethic Inc. | 14,504 | $2.85M | 0.10% | +2,505+20.9% | Added |
| Mariner, LLC | 14,566 | $2.87M | 0.01% | +1,197+9.0% | Added |
| Wesbanco Bank Inc | 14,574 | $2.87M | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,215 | $2.99M | 0.10% | +296+2.0% | Added |
| Graphene Investments SAS | 15,300 | $3.01M | 2.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,544 | $3.06M | 0.09% | +226+1.5% | Added |
| Cornerstone Advisors, LLC | 15,900 | $3.13M | 0.15% | −7,100−30.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,659 | $3.17M | 0.04% | −78,704−82.5% | Reduced |
| D.A. Davidson & Co. | 16,362 | $3.22M | 0.03% | +879+5.7% | Added |
| Achmea Investment Management B.V. | 16,520 | $3.25M | 0.07% | −4,983−23.2% | Reduced |
| Creative Planning | 16,676 | $3.28M | 0.00% | +4,160+33.2% | Added |
| British Columbia Investment Management Corp | 16,880 | $3.32M | 0.03% | +96+0.6% | Added |
| Investment Research & Advisory Group, Inc. | 17,195 | $3.38M | 1.94% | +257+1.5% | Added |
| Ieq Capital, LLC | 17,215 | $3.39M | 0.07% | −509−2.9% | Reduced |
| FORA Capital, LLC | 17,318 | $3.41M | 0.30% | +17,318 | New |
| Swiss Life Asset Management Ltd | 17,416 | $3.43M | 0.05% | +8,915+104.9% | Added |
| Sivik Global Healthcare LLC | 17,500 | $3.44M | 1.74% | −10,000−36.4% | Reduced |
| Argent Trust Co | 17,524 | $3.45M | 0.19% | −194−1.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 17,703 | $3.48M | 1.19% | +13+0.1% | Added |
| CI Private Wealth, LLC | 17,855 | $3.52M | 0.01% | +1,133+6.8% | Added |
| Thompson Siegel & Walmsley LLC | 17,900 | $3.52M | 0.06% | +9,100+103.4% | Added |
| Tranquility Partners, LLC | 18,097 | $3.56M | 1.53% | +1,184+7.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 18,297 | $3.60M | 0.09% | −17,643−49.1% | Reduced |
| US Bancorp | 18,416 | $3.62M | 0.01% | +324+1.8% | Added |
| Spears Abacus Advisors LLC | 18,526 | $3.64M | 0.31% | −428−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,548 | $3.65M | 0.08% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 18,626 | $3.67M | 0.10% | −5,540−22.9% | Reduced |
| Schroder Investment Management Group | 18,652 | $3.67M | 0.01% | +1,044+5.9% | Added |
| Jefferies Financial Group Inc. | 18,740 | $3.69M | 0.09% | +15,622+501.0% | Added |