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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 29,668 | $5.84M | 0.73% | +265+0.9% | Added |
| Jackson Square Partners, LLC | 29,182 | $5.74M | 0.19% | −442−1.5% | Reduced |
| New York Life Investment Management LLC | 28,373 | $5.58M | 0.06% | −496−1.7% | Reduced |
| Walleye Trading LLC | 27,671 | $5.44M | 0.13% | +27,671 | New |
| Yousif Capital Management, LLC | 27,614 | $5.43M | 0.07% | −1,015−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,365 | $5.38M | 0.08% | −11,807−30.1% | Reduced |
| Foundations Investment Advisors, LLC | 27,205 | $5.35M | 0.16% | +8,792+47.7% | Added |
| Abn Amro Investment Solutions | 26,935 | $5.30M | 0.10% | −2,973−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 26,560 | $5.23M | 0.07% | +26,560 | New |
| WCG Wealth Advisors LLC | 25,849 | $5.15M | 0.38% | +2,251+9.5% | Added |
| Mutual of America Capital Management LLC | 25,690 | $5.05M | 0.06% | −1,059−4.0% | Reduced |
| Montag A & Associates Inc | 25,674 | $5.05M | 0.32% | −300−1.2% | Reduced |
| Deltec Asset Management LLC | 25,483 | $5.01M | 1.14% | 00.0% | Unchanged |
| Globeflex Capital L P | 24,593 | $4.84M | 0.57% | 00.0% | Unchanged |
| Alerus Financial NA | 24,304 | $4.78M | 0.42% | −614−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,320 | $4.77M | 0.06% | +384+1.6% | Added |
| Nemes Rush Group LLC | 23,466 | $4.62M | 0.84% | +1,474+6.7% | Added |
| Eversept Partners, LP | 23,041 | $4.53M | 0.50% | +4,293+22.9% | Added |
| Goelzer Investment Management, Inc. | 22,594 | $4.45M | 0.31% | +46+0.2% | Added |
| Gulf International Bank (UK) Ltd | 21,615 | $4.25M | 0.12% | −1,993−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,609 | $4.25M | 0.02% | −226−1.0% | Reduced |
| Tredje AP-fonden | 21,603 | $4.25M | 0.06% | +5,446+33.7% | Added |
| Appleton Partners Inc | 21,541 | $4.24M | 0.38% | +3,528+19.6% | Added |
| Davenport & Co LLC | 21,479 | $4.23M | 0.03% | +2,615+13.9% | Added |
| Guggenheim Capital LLC | 21,346 | $4.20M | 0.04% | +3,906+22.4% | Added |
| Tocqueville Asset Management L.P. | 21,253 | $4.18M | 0.08% | +492+2.4% | Added |
| Titan Global Capital Management USA LLC | 21,126 | $4.16M | 1.02% | −1,404−6.2% | Reduced |
| CIBC World Markets Inc. | 21,125 | $4.16M | 0.01% | +502+2.4% | Added |
| Sendero Wealth Management, LLC | 21,058 | $4.14M | 0.89% | +21,058 | New |
| Moreno Evelyn V | 21,025 | $4.14M | 0.90% | +16,233+338.8% | Added |
| Rafferty Asset Management, LLC | 20,813 | $4.09M | 0.02% | +2,836+15.8% | Added |
| Commonwealth Equity Services, LLC | 20,753 | $4.08M | 0.01% | +726+3.6% | Added |
| GWM Advisors LLC | 20,649 | $4.06M | 0.04% | +298+1.5% | Added |
| Magnetar Financial LLC | 20,633 | $4.06M | 0.10% | −197,559−90.5% | Reduced |
| Gotham Asset Management, LLC | 20,385 | $4.01M | 0.08% | +17,551+619.3% | Added |
| Harbert Fund Advisors, Inc. | 20,000 | $3.94M | 2.81% | −2,500−11.1% | Reduced |
| Benson Investment Management Company, Inc. | 19,944 | $3.92M | 2.20% | −87−0.4% | Reduced |
| CWM Advisors, LLC | 19,688 | $3.87M | 0.49% | +17,535+814.4% | Added |
| Bokf, NA | 21,413 | $3.87M | 0.09% | −217−1.0% | Reduced |
| Atria Investments LLC | 19,656 | $3.87M | 0.07% | +376+2.0% | Added |
| Public Sector Pension Investment Board | 19,615 | $3.86M | 0.03% | +1,859+10.5% | Added |
| EFG Asset Management (North America) Corp. | 19,512 | $3.84M | 0.91% | −1,245−6.0% | Reduced |
| Paradiem, LLC | 19,467 | $3.83M | 1.15% | +211+1.1% | Added |
| Reliant Investment Management, LLC | 19,300 | $3.80M | 2.21% | +857+4.6% | Added |
| Sectoral Asset Management Inc | 19,000 | $3.74M | 0.73% | −3,100−14.0% | Reduced |
| Jefferies Financial Group Inc. | 18,740 | $3.69M | 0.09% | +15,622+501.0% | Added |
| Schroder Investment Management Group | 18,652 | $3.67M | 0.01% | +1,044+5.9% | Added |
| iA Global Asset Management Inc. | 18,626 | $3.67M | 0.10% | −5,540−22.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,548 | $3.65M | 0.08% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 18,526 | $3.64M | 0.31% | −428−2.3% | Reduced |
| US Bancorp | 18,416 | $3.62M | 0.01% | +324+1.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 18,297 | $3.60M | 0.09% | −17,643−49.1% | Reduced |
| Tranquility Partners, LLC | 18,097 | $3.56M | 1.53% | +1,184+7.0% | Added |
| Thompson Siegel & Walmsley LLC | 17,900 | $3.52M | 0.06% | +9,100+103.4% | Added |
| CI Private Wealth, LLC | 17,855 | $3.52M | 0.01% | +1,133+6.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 17,703 | $3.48M | 1.19% | +13+0.1% | Added |
| Argent Trust Co | 17,524 | $3.45M | 0.19% | −194−1.1% | Reduced |
| Sivik Global Healthcare LLC | 17,500 | $3.44M | 1.74% | −10,000−36.4% | Reduced |
| Swiss Life Asset Management Ltd | 17,416 | $3.43M | 0.05% | +8,915+104.9% | Added |
| FORA Capital, LLC | 17,318 | $3.41M | 0.30% | +17,318 | New |
| Ieq Capital, LLC | 17,215 | $3.39M | 0.07% | −509−2.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,195 | $3.38M | 1.94% | +257+1.5% | Added |
| British Columbia Investment Management Corp | 16,880 | $3.32M | 0.03% | +96+0.6% | Added |
| Creative Planning | 16,676 | $3.28M | 0.00% | +4,160+33.2% | Added |
| Achmea Investment Management B.V. | 16,520 | $3.25M | 0.07% | −4,983−23.2% | Reduced |
| D.A. Davidson & Co. | 16,362 | $3.22M | 0.03% | +879+5.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,659 | $3.17M | 0.04% | −78,704−82.5% | Reduced |
| Cornerstone Advisors, LLC | 15,900 | $3.13M | 0.15% | −7,100−30.9% | Reduced |
| Elo Mutual Pension Insurance Co | 15,544 | $3.06M | 0.09% | +226+1.5% | Added |
| Graphene Investments SAS | 15,300 | $3.01M | 2.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,215 | $2.99M | 0.10% | +296+2.0% | Added |
| Wesbanco Bank Inc | 14,574 | $2.87M | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 14,566 | $2.87M | 0.01% | +1,197+9.0% | Added |
| Ethic Inc. | 14,504 | $2.85M | 0.10% | +2,505+20.9% | Added |
| Oppenheimer Asset Management Inc. | 14,385 | $2.83M | 0.04% | +10.0% | Added |
| Teacher Retirement System of Texas | 14,378 | $2.83M | 0.02% | −13,224−47.9% | Reduced |
| Cohen Lawrence B | 14,339 | $2.82M | 1.90% | +10,443+268.0% | Added |
| Oregon Public Employees Retirement Fund | 14,113 | $2.78M | 0.04% | −300−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 14,079 | $2.77M | 0.69% | +338+2.5% | Added |
| Maryland State Retirement & Pension System | 14,078 | $2.77M | 0.06% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 14,153 | $2.74M | 0.93% | +1,859+15.1% | Added |
| Fairhaven Wealth Management, LLC | 13,933 | $2.74M | 1.09% | +235+1.7% | Added |
| Crossmark Global Holdings, Inc. | 13,571 | $2.73M | 0.06% | −279−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 13,642 | $2.68M | 0.06% | +1,474+12.1% | Added |
| First Republic Investment Management, Inc. | 13,472 | $2.65M | 0.01% | +98+0.7% | Added |
| Providence Capital Advisors, LLC | 13,298 | $2.62M | 0.68% | −14−0.1% | Reduced |
| Securian Asset Management, Inc | 13,141 | $2.59M | 0.08% | −2,212−14.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 13,064 | $2.57M | 0.01% | −22,424−63.2% | Reduced |
| Nisa Investment Advisors, LLC | 12,875 | $2.53M | 0.02% | −2,700−17.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,856 | $2.53M | 0.01% | +12,856 | New |
| Pinkerton Retirement Specialists, LLC | 12,662 | $2.49M | 0.54% | −258−2.0% | Reduced |
| Citizens Business Bank | 12,503 | $2.46M | 0.58% | −560−4.3% | Reduced |
| Hartford Investment Management Co | 12,482 | $2.46M | 0.10% | −764−5.8% | Reduced |
| Capstone Investment Advisors, LLC | 12,456 | $2.45M | 0.06% | +11,596+1,348.4% | Added |
| Advisory Services Network, LLC | 12,387 | $2.44M | 0.07% | +464+3.9% | Added |
| Illinois Municipal Retirement Fund | 12,141 | $2.39M | 0.04% | +2,552+26.6% | Added |
| Parsons Capital Management Inc | 12,135 | $2.39M | 0.19% | −427−3.4% | Reduced |
| Steinberg Asset Management LLC | 11,908 | $2.34M | 2.09% | −23−0.2% | Reduced |
| Pinebridge Investments, L.P. | 11,727 | $2.31M | 0.03% | +11,727 | New |
| L2 Asset Management, LLC | 17 | $2.29M | 1.10% | −11,585−99.9% | Reduced |