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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 11,525 | $2.27M | 1.50% | +11,525 | New |
| Raymond James Trust N.A. | 11,502 | $2.26M | 0.07% | +72+0.6% | Added |
| Krilogy Financial LLC | 11,491 | $2.26M | 0.21% | +11,491 | New |
| Banque Pictet & Cie SA | 11,443 | $2.25M | 0.03% | −80−0.7% | Reduced |
| Greenup Street Wealth Management LLC | 11,435 | $2.25M | 0.73% | +11,435 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,426 | $2.25M | 0.05% | +3,938+52.6% | Added |
| Semmax Financial Advisors Inc. | 11,605 | $2.25M | 0.90% | +11,605 | New |
| Richard Bernstein Advisors LLC | 11,373 | $2.24M | 0.05% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 11,352 | $2.23M | 0.27% | +463+4.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,340 | $2.23M | 0.03% | +3,457+43.9% | Added |
| Geneos Wealth Management Inc. | 11,332 | $2.23M | 0.11% | +1,616+16.6% | Added |
| Louisiana State Employees Retirement System | 11,300 | $2.22M | 0.05% | −200−1.7% | Reduced |
| Sumitomo Life Insurance Co | 11,000 | $2.16M | 0.06% | +486+4.6% | Added |
| Fifth Third Bancorp | 10,953 | $2.16M | 0.01% | −13,337−54.9% | Reduced |
| JustInvest LLC | 10,743 | $2.11M | 0.06% | −1,261−10.5% | Reduced |
| Element Capital Management LLC | 10,692 | $2.10M | 0.19% | −14,898−58.2% | Reduced |
| Stamos Capital Partners, L.P. | 10,360 | $2.04M | 0.45% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 10,291 | $2.02M | 0.41% | −62−0.6% | Reduced |
| Mercer Global Advisors Inc | 10,169 | $2.00M | 0.01% | −1,580−13.4% | Reduced |
| CIBC World Markets Corp | 10,107 | $1.99M | 0.02% | −11,645−53.5% | Reduced |
| Aquatic Capital Management LLC | 10,100 | $1.99M | 0.08% | +10,100 | New |
| Macquarie Group Ltd | 10,058 | $1.98M | 0.00% | +947+10.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $1.97M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 9,941 | $1.96M | 0.07% | −1,023−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,901 | $1.95M | 0.06% | +7,670+343.8% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $1.94M | 0.94% | +10,000 | New |
| Nixon Peabody Trust Co | 9,746 | $1.92M | 1.61% | +6,515+201.6% | Added |
| New Mexico Educational Retirement Board | 9,700 | $1.91M | 0.08% | +700+7.8% | Added |
| Wunderlich Capital Managemnt | 9,663 | $1.90M | 0.94% | −9−0.1% | Reduced |
| SG Americas Securities, LLC | 9,495 | $1.87M | 0.02% | −657−6.5% | Reduced |
| Silvercrest Asset Management Group LLC | 9,485 | $1.87M | 0.01% | +9,485 | New |
| Voya Financial Advisors, Inc. | 9,397 | $1.86M | 0.23% | +355+3.9% | Added |
| Stonebridge Capital Advisors LLC | 9,418 | $1.85M | 0.20% | +210+2.3% | Added |
| Global Retirement Partners, LLC | 9,433 | $1.85M | 0.09% | −67−0.7% | Reduced |
| Ossiam | 9,335 | $1.84M | 0.03% | −145,030−94.0% | Reduced |
| Cetera Investment Advisers | 9,304 | $1.83M | 0.02% | +184+2.0% | Added |
| Icon Advisers Inc | 9,238 | $1.82M | 0.45% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,124 | $1.80M | 0.06% | +331+3.8% | Added |
| WealthShield Partners, LLC | 8,846 | $1.74M | 0.26% | +225+2.6% | Added |
| Keybank National Association | 8,693 | $1.71M | 0.01% | −84−1.0% | Reduced |
| Virtu Financial LLC | 8,673 | $1.71M | 0.17% | +8,673 | New |
| Captrust Financial Advisors | 8,533 | $1.68M | 0.01% | +1,912+28.9% | Added |
| E. Ohman J:or Asset Management AB | 8,301 | $1.63M | 0.06% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 8,255 | $1.62M | 1.76% | −1,640−16.6% | Reduced |
| First Business Financial Services, Inc. | 8,181 | $1.61M | 0.21% | +59+0.7% | Added |
| Cape Investment Advisory, Inc. | 8,177 | $1.61M | 0.91% | +210+2.6% | Added |
| First Hawaiian Bank | 8,113 | $1.60M | 0.05% | −1,515−15.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,076 | $1.59M | 0.14% | −1,433−15.1% | Reduced |
| Metis Global Partners, LLC | 7,927 | $1.56M | 0.08% | +1,226+18.3% | Added |
| Blair William & Co | 7,912 | $1.56M | 0.01% | +1,507+23.5% | Added |
| Renaissance Technologies LLC | 7,900 | $1.55M | 0.00% | +6,500+464.3% | Added |
| Assenagon Asset Management S.A. | 7,891 | $1.55M | 0.01% | −13,062−62.3% | Reduced |
| Man Group plc | – | $1.55M | 0.00% | – | New |
| Exchange Traded Concepts, LLC | 7,840 | $1.54M | 0.04% | −1,689−17.7% | Reduced |
| Metropolitan Life Insurance Co | 7,576 | $1.49M | 0.08% | −510−6.3% | Reduced |
| Teza Capital Management LLC | 7,509 | $1.48M | 0.24% | +7,509 | New |
| Cunning Capital Partners, LP | 7,400 | $1.46M | 0.96% | +7,400 | Added |
| Consolidated Planning Corp | 7,348 | $1.45M | 0.32% | +437+6.3% | Added |
| Otter Creek Advisors, LLC | 7,313 | $1.44M | 1.50% | −8,800−54.6% | Reduced |
| Pathstone Family Office, LLC | 7,290 | $1.43M | 0.01% | +2,248+44.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,246 | $1.43M | 0.14% | +221+3.1% | Added |
| Norinchukin Bank, The | 7,183 | $1.41M | 0.03% | −8,842−55.2% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.41M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,111 | $1.40M | 0.00% | +167+2.4% | Added |
| Jump Financial, LLC | 7,070 | $1.39M | 0.05% | +7,070 | New |
| Veriti Management LLC | 7,047 | $1.39M | 0.16% | +852+13.8% | Added |
| Flputnam Investment Management Co | 6,988 | $1.37M | 0.04% | +336+5.1% | Added |
| Panagora Asset Management Inc | 6,954 | $1.37M | 0.01% | −160,393−95.8% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.36M | 0.19% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,793 | $1.34M | 0.10% | +132+2.0% | Added |
| Stratos Wealth Partners, LTD. | 6,739 | $1.33M | 0.03% | +404+6.4% | Added |
| World Equity Group, Inc. | 6,733 | $1.32M | 0.28% | +1,134+20.3% | Added |
| Centiva Capital, LP | 6,617 | $1.30M | 0.06% | +6,617 | New |
| Arrowstreet Capital, Limited Partnership | 6,600 | $1.30M | 0.00% | −109,452−94.3% | Reduced |
| HF Advisory Group, LLC | 6,470 | $1.30M | 0.96% | +372+6.1% | Added |
| Chesley Taft & Associates LLC | 6,592 | $1.30M | 0.08% | −135−2.0% | Reduced |
| Byrne Asset Management LLC | 6,551 | $1.29M | 1.07% | −158−2.4% | Reduced |
| Carmel Capital Partners, LLC | 6,543 | $1.29M | 0.58% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,487 | $1.28M | 0.09% | +422+7.0% | 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 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,446 | $1.27M | 0.67% | +798+14.1% | Added |
| Empirical Finance, LLC | 6,407 | $1.26M | 0.09% | +629+10.9% | Added |
| PGGM Investments | 6,398 | $1.26M | 0.02% | −2,520−28.3% | Reduced |
| GAM Holding AG | 6,365 | $1.25M | 0.09% | +10.0% | Added |
| Prudential PLC | 6,310 | $1.24M | 0.01% | −641−9.2% | Reduced |
| Artemis Investment Management LLP | 6,274 | $1.23M | 0.02% | −704−10.1% | Reduced |
| North Star Asset Management Inc | 6,230 | $1.23M | 0.07% | +25+0.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.22M | 0.24% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 6,175 | $1.21M | 0.68% | +1,550+33.5% | Added |
| Aquila Investment Management LLC | 6,000 | $1.18M | 1.09% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,903 | $1.16M | 0.05% | +1,910+47.8% | Added |
| Simplex Trading, LLC | 5,901 | $1.16M | 0.04% | +5,901 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,780 | $1.14M | 0.03% | −73−1.2% | Reduced |
| PFG Advisors | 5,753 | $1.13M | 0.10% | +68+1.2% | Added |
| Everence Capital Management Inc | 5,698 | $1.12M | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,651 | $1.11M | 0.00% | −378−6.3% | Reduced |
| Herold Advisors, Inc. | 5,600 | $1.10M | 0.34% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,496 | $1.08M | 0.05% | +49+0.9% | Added |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.07M | 0.03% | −38,660−87.7% | Reduced |