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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 5,402 | $1.06M | 0.02% | −11,238−67.5% | Reduced |
| Atria Wealth Solutions, Inc. | 5,398 | $1.06M | 0.01% | +100+1.9% | Added |
| Wealthfront Advisers LLC | 5,389 | $1.06M | 0.00% | +438+8.8% | Added |
| Inceptionr LLC | 5,388 | $1.06M | 0.60% | +5,388 | New |
| Kestra Advisory Services, LLC | 5,344 | $1.05M | 0.01% | +1,502+39.1% | Added |
| Vinva Investment Management Ltd | 5,185 | $1.03M | 0.10% | −485−8.6% | Reduced |
| Todd Asset Management LLC | 5,208 | $1.02M | 0.02% | −64,208−92.5% | Reduced |
| Partners Capital Investment Group, LLP | 5,092 | $1.00M | 0.02% | +100+2.0% | Added |
| Fairbanks Capital Management, Inc. | 5,083 | $1.00M | 0.84% | −242−4.5% | Reduced |
| First Horizon Advisors, Inc. | 5,067 | $996.9K | 0.04% | +44+0.9% | Added |
| MQS Management LLC | 5,049 | $993.4K | 0.61% | +5,049 | New |
| Engineers Gate Manager LP | 4,978 | $979.4K | 0.04% | +4,978 | New |
| Integrated Advisors Network LLC | 4,972 | $978.2K | 0.06% | −46−0.9% | Reduced |
| Papp L Roy & Associates | 4,949 | $973.7K | 0.13% | −40−0.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,952 | $960.1K | 0.76% | −32−0.6% | Reduced |
| Private Advisor Group, LLC | 4,818 | $947.9K | 0.01% | +56+1.2% | Added |
| Davy Global Fund Management Ltd | 4,814 | $947.2K | 0.19% | −220−4.4% | Reduced |
| Cheyne Capital Management (UK) LLP | 4,800 | $944.4K | 2.72% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,792 | $942.8K | 0.02% | +1,111+30.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,741 | $932.8K | 0.19% | +1,025+27.6% | Added |
| Laurel Wealth Advisors LLC | 4,710 | $926.7K | 0.20% | +50+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,668 | $918.4K | 0.01% | +697+17.6% | Added |
| Natixis Investment Managers International | 4,655 | $915.9K | 0.07% | +155+3.4% | Added |
| UBS Oconnor LLC | 4,635 | $911.9K | 0.02% | −11,000−70.4% | Reduced |
| Kinneret Advisory, LLC | 4,596 | $904.3K | 0.11% | −3−0.1% | Reduced |
| Rosenbaum Jay D. | 4,595 | $904.1K | 1.51% | +4,595 | New |
| Echo Street Capital Management LLC | 4,569 | $899.0K | 0.01% | +4,569 | New |
| Financial Insights, Inc. | 4,958 | $896.6K | 0.32% | +1,089+28.1% | Added |
| Shay Capital LLC | 4,500 | $885.4K | 0.26% | +4,500 | New |
| Beacon Financial Group | 3,956 | $881.0K | 0.13% | +82+2.1% | Added |
| KLK Capital Management LLC | 4,448 | $875.1K | 1.17% | −159−3.5% | Reduced |
| Fox Run Management, L.L.C. | 4,400 | $865.7K | 0.26% | +4,400 | New |
| Lincoln National Corp | 4,354 | $856.6K | 0.02% | −20.0% | Reduced |
| Toroso Investments, LLC | 4,344 | $854.7K | 0.03% | +1,278+41.7% | Added |
| GTS Securities LLC | 4,332 | $852.3K | 0.02% | +4,332 | New |
| Waratah Capital Advisors Ltd. | 4,304 | $846.8K | 0.04% | −37,809−89.8% | Reduced |
| Machina Capital S.A.S. | 4,300 | $846.0K | 0.47% | +3,161+277.5% | Added |
| Bridgewater Associates, LP | 4,282 | $842.5K | 0.01% | +234+5.8% | Added |
| QRG Capital Management, Inc. | 4,276 | $841.4K | 0.01% | +4,276 | New |
| Tokio Marine Asset Management Co Ltd | 4,195 | $825.4K | 0.05% | +339+8.8% | Added |
| Burns Matteson Capital Management, LLC | 4,189 | $824.2K | 0.53% | +142+3.5% | Added |
| Bowman & Co S.C. | 4,171 | $820.7K | 0.65% | +813+24.2% | Added |
| United Community Bank | 4,140 | $814.5K | 0.40% | +45+1.1% | Added |
| Point72 Asset Management, L.P. | 4,119 | $810.3K | 0.00% | +4,119 | New |
| Schonfeld Strategic Advisors LLC | 4,072 | $801.2K | 0.01% | +4,072 | New |
| Edgestream Partners, L.P. | 4,060 | $798.8K | 0.06% | +4,060 | New |
| Endurant Capital Management LP | 3,946 | $776.4K | 0.70% | −15,223−79.4% | Reduced |
| Continuum Advisory, LLC | 3,882 | $763.8K | 0.12% | +10.0% | Added |
| Acadian Asset Management LLC | 3,795 | $746.0K | 0.00% | −671−15.0% | Reduced |
| CWM, LLC | 3,773 | $742.0K | 0.00% | +207+5.8% | Added |
| Chicago Capital, LLC | 3,733 | $734.5K | 0.03% | −606−14.0% | Reduced |
| Wall Street Access Asset Management, LLC | 3,649 | $717.9K | 0.37% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,605 | $709.3K | 0.12% | +3,605 | New |
| National Asset Management, Inc. | 3,568 | $702.0K | 0.02% | +56+1.6% | Added |
| Ostrum Asset Management | 3,555 | $699.4K | 0.06% | +2,294+181.9% | Added |
| Liberty One Investment Management, LLC | 3,552 | $698.9K | 0.10% | −67−1.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,548 | $698.1K | 0.06% | +149+4.4% | Added |
| IVC Wealth Advisors LLC | 3,525 | $693.5K | 0.46% | −25−0.7% | Reduced |
| Advisors Asset Management, Inc. | 3,525 | $693.5K | 0.01% | +339+10.6% | Added |
| Fulton Bank, N.A. | 3,461 | $681.0K | 0.03% | +100+3.0% | Added |
| Outlook Wealth Advisors, LLC | 3,452 | $679.2K | 0.26% | +85+2.5% | Added |
| Fiduciary Trust Co | 3,441 | $677.0K | 0.01% | −313−8.3% | Reduced |
| Ratan Capital Management LP | 3,342 | $658.0K | 0.50% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,311 | $651.4K | 0.23% | +223+7.2% | Added |
| Boothbay Fund Management, LLC | 3,292 | $647.7K | 0.02% | −29,749−90.0% | Reduced |
| Perigon Wealth Management, LLC | 3,289 | $647.1K | 0.03% | −118−3.5% | Reduced |
| Michael B. Yongue | 3,280 | $645.3K | 0.63% | −208−6.0% | Reduced |
| First Foundation Advisors | 3,270 | $643.4K | 0.03% | −301−8.4% | Reduced |
| Global Trust Asset Management, LLC | 3,243 | $638.1K | 0.30% | −135−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 3,200 | $629.6K | 0.00% | −200−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 3,164 | $622.5K | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 3,151 | $620.0K | 0.04% | −1,680−34.8% | Reduced |
| Congress Asset Management Co | 3,151 | $620.0K | 0.01% | −5−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,118 | $613.5K | 0.03% | +1,323+73.7% | Added |
| Greenleaf Trust | 3,096 | $609.1K | 0.01% | −107−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 3,070 | $604.0K | 0.08% | −2−0.1% | Reduced |
| Guardian Capital LP | 3,066 | $603.2K | 0.02% | −59−1.9% | Reduced |
| We Are One Seven, LLC | 3,065 | $603.0K | 0.05% | +734+31.5% | Added |
| Coldstream Capital Management Inc | 3,021 | $594.4K | 0.02% | +170+6.0% | Added |
| Quantinno Capital Management LP | 3,016 | $593.0K | 0.03% | +1,128+59.7% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $590.2K | 0.08% | +1,500+100.0% | Added |
| S&CO Inc | 3,000 | $590.0K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,965 | $583.4K | 0.05% | +266+9.9% | Added |
| Baldwin Investment Management, LLC | 2,963 | $583.0K | 0.10% | −5−0.2% | Reduced |
| Atlas Private Wealth Management | 2,950 | $580.4K | 0.31% | −100−3.3% | Reduced |
| Ballentine Partners, LLC | 2,931 | $576.7K | 0.01% | −269−8.4% | Reduced |
| Two Sigma Securities, LLC | 2,920 | $574.5K | 0.03% | +985+50.9% | Added |
| Apollon Wealth Management, LLC | 2,868 | $564.3K | 0.03% | +812+39.5% | Added |
| UniSuper Management Pty Ltd | 2,832 | $557.2K | 0.01% | −345−10.9% | Reduced |
| Profund Advisors LLC | 2,825 | $555.8K | 0.03% | −81−2.8% | Reduced |
| Bessemer Securities LLC | 2,776 | $546.0K | 0.76% | −1,873−40.3% | Reduced |
| Great Lakes Advisors, LLC | 2,770 | $545.0K | 0.00% | −2−0.1% | Reduced |
| Neo Ivy Capital Management | 2,756 | $542.0K | 0.24% | +2,756 | New |
| NBC Securities, Inc. | 2,753 | $541.0K | 0.06% | +2,753 | New |
| Platform Technology Partners | 2,733 | $537.7K | 0.25% | −69−2.5% | Reduced |
| Snowden Capital Advisors LLC | 2,725 | $536.1K | 0.02% | −275−9.2% | Reduced |
| Aspire Private Capital, LLC | 2,722 | $535.6K | 0.17% | +71+2.7% | Added |
| Versor Investments LP | 2,669 | $525.1K | 0.11% | +2,669 | New |
| Brookstone Capital Management | 2,801 | $523.1K | 0.01% | −38−1.3% | Reduced |
| Cetera Advisors LLC | 2,656 | $522.6K | 0.01% | +36+1.4% | Added |