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 | 940 | $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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $4.92K | 0.00% | +14+127.3% | Added |
| Missouri Trust & Investment Co | 24 | $4.72K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 24 | $4.72K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $4.72K | 0.00% | +21+700.0% | Added |
| HHM Wealth Advisors, LLC | 23 | $4.53K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 23 | $4.53K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $4.53K | 0.00% | −7−23.3% | Reduced |
| Robinswood Financial LLC | 23 | $4.53K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $4.53K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22 | $4.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $4.33K | 0.00% | +9+69.2% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $4.13K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $4.00K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.35K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.35K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.15K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.95K | 0.00% | +3+25.0% | Added |
| Sound Income Strategies, LLC | 12 | $2.36K | 0.00% | −6−33.3% | Reduced |
| NewSquare Capital LLC | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $2.16K | 0.00% | +11 | New |
| Valley National Advisers Inc | 10 | $2.00K | 0.00% | +10 | New |
| RFP Financial Group LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $1.77K | 0.00% | +3+50.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | −43−84.3% | Reduced |
| Avion Wealth | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Wolff Wiese Magana LLC | 5 | $984 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $983 | 0.00% | +5 | New |
| Sandy Spring Bank | 4 | $787 | 0.00% | −53−93.0% | Reduced |
| Macroview Investment Management LLC | 4 | $787 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $776 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $591 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3 | $590 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $590 | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 2 | $394 | 0.00% | −2−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $197 | 0.00% | +1 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −198,760−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −179,942−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −94,409−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −28,648−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −26,290−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −25,806−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −19,879−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −17,717−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −15,161−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −14,001−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,502−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −5,870−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Cook Wealth Management Group LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |