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 |
|---|---|---|---|---|---|
| Armstrong, Fleming & Moore, Inc | 2,647 | $520.8K | 0.50% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,620 | $515.5K | 0.08% | +203+8.4% | Added |
| Welch & Forbes LLC | 2,612 | $513.9K | 0.01% | −21−0.8% | Reduced |
| Principal Street Partners, LLC | 2,599 | $511.4K | 0.10% | −28−1.1% | Reduced |
| Hantz Financial Services, Inc. | 2,580 | $508.0K | 0.01% | +40+1.6% | Added |
| Stevens Capital Management LP | 2,572 | $506.0K | 0.15% | +2,572 | New |
| Fosun International Ltd | 2,550 | $501.7K | 0.08% | +2,550 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,528 | $497.4K | 0.02% | −756−23.0% | Reduced |
| Wetherby Asset Management Inc | 2,523 | $496.4K | 0.03% | −135−5.1% | Reduced |
| Lido Advisors, LLC | 2,523 | $496.3K | 0.01% | +237+10.4% | Added |
| Adell Harriman & Carpenter Inc | 2,520 | $495.8K | 0.05% | −2,615−50.9% | Reduced |
| Duality Advisers, LP | 2,497 | $491.3K | 0.06% | +2,497 | New |
| Integrated Wealth Concepts LLC | 2,472 | $486.4K | 0.01% | +42+1.7% | Added |
| Client 1st Advisory Group, LLC | 2,471 | $486.2K | 0.26% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,459 | $483.8K | 0.01% | −10.0% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $483.8K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 2,447 | $481.4K | 0.04% | +116+5.0% | Added |
| Magnolia Capital Advisors LLC | 2,713 | $480.6K | 0.46% | −32−1.2% | Reduced |
| Meridian Wealth Management, LLC | 2,434 | $478.9K | 0.03% | −40−1.6% | Reduced |
| ProVise Management Group, LLC | 2,432 | $478.5K | 0.04% | +749+44.5% | Added |
| AtonRa Partners | 2,400 | $472.2K | 0.99% | −442−15.6% | Reduced |
| Waldron Private Wealth LLC | 2,358 | $463.9K | 0.02% | +939+66.2% | Added |
| Bridgefront Capital, LLC | 2,350 | $462.4K | 0.32% | +2,350 | New |
| Virtue Capital Management, LLC | 2,078 | $459.0K | 0.08% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,288 | $450.2K | 0.01% | +1,107+93.7% | Added |
| Alps Advisors Inc | 2,279 | $448.4K | 0.00% | +324+16.6% | Added |
| Symmetry Partners, LLC | 2,244 | $442.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,226 | $438.0K | 0.01% | +444+24.9% | Added |
| Signaturefd, LLC | 2,205 | $433.8K | 0.01% | +3+0.1% | Added |
| Veracity Capital LLC | 2,203 | $433.4K | 0.20% | +17+0.8% | Added |
| Trust Asset Management LLC | 2,194 | $431.7K | 0.05% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,194 | $431.7K | 0.08% | +2,194 | New |
| MSH Capital Advisors LLC | 2,181 | $429.1K | 0.17% | −26−1.2% | Reduced |
| FDx Advisors, Inc. | 2,177 | $428.0K | 0.04% | −814−27.2% | Reduced |
| Rathbone Brothers plc | 2,160 | $425.0K | 0.00% | +2,160 | New |
| Ironsides Asset Advisors, LLC | 2,145 | $422.0K | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,145 | $422.0K | 0.08% | +257+13.6% | Added |
| United Capital Financial Advisers, LLC | 2,145 | $422.0K | 0.00% | −379−15.0% | Reduced |
| Gabelli Funds LLC | 2,130 | $419.1K | 0.00% | −160−7.0% | Reduced |
| Headlands Technologies LLC | 2,130 | $419.1K | 0.21% | +2,130 | New |
| Ameritas Investment Partners, Inc. | 2,113 | $415.7K | 0.02% | −129−5.8% | Reduced |
| MidWestOne Financial Group, Inc. | 2,111 | $415.3K | 0.09% | +477+29.2% | Added |
| Tranquilli Financial Advisor LLC | 2,102 | $413.6K | 0.30% | +57+2.8% | Added |
| John G Ullman & Associates Inc | 2,100 | $413.2K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 2,100 | $413.2K | 0.01% | +2,100 | New |
| Cutter & CO Brokerage, Inc. | 2,098 | $412.8K | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 2,080 | $409.2K | 0.02% | −7−0.3% | Reduced |
| Northeast Financial Consultants Inc | 2,080 | $409.2K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,059 | $405.1K | 0.13% | +54+2.7% | Added |
| Moody National Bank Trust Division | 2,058 | $404.9K | 0.03% | −45−2.1% | Reduced |
| Moody Aldrich Partners LLC | 2,049 | $404.6K | 0.08% | +2,049 | New |
| Optas, LLC | 2,048 | $402.9K | 0.13% | +411+25.1% | Added |
| Alliance Wealth Advisors, LLC | 2,036 | $400.6K | 0.29% | +8+0.4% | Added |
| Advanced Portfolio Management, LLC | 2,032 | $399.8K | 0.35% | −2,035−50.0% | Reduced |
| Caxton Associates LP | 2,019 | $397.2K | 0.06% | +2,019 | New |
| Sequoia Financial Advisors, LLC | 2,004 | $394.4K | 0.01% | +37+1.9% | Added |
| KRS Capital Management, LLC | 1,975 | $388.6K | 0.41% | −15−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 1,962 | $386.5K | 0.02% | −146−6.9% | Reduced |
| Cigna Investments Inc | 1,963 | $386.0K | 0.09% | −273−12.2% | Reduced |
| Penserra Capital Management LLC | 1,972 | $386.0K | 0.01% | −133−6.3% | Reduced |
| Simplify Asset Management Inc. | 1,960 | $385.6K | 0.06% | −22−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 1,936 | $380.9K | 0.00% | +154+8.6% | Added |
| Level Four Advisory Services, LLC | 1,925 | $378.7K | 0.02% | +66+3.6% | Added |
| Principle Wealth Partners LLC | 1,920 | $377.8K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,889 | $372.0K | 0.01% | +1,889 | New |
| Allred Capital Management, LLC | 1,861 | $366.2K | 0.18% | +289+18.4% | Added |
| Clear Harbor Asset Management, LLC | 1,801 | $354.3K | 0.04% | +1,801 | New |
| Edge Capital Group, LLC | 1,800 | $354.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,799 | $354.0K | 0.06% | +1,799 | New |
| Cumberland Partners Ltd | 1,790 | $352.2K | 0.03% | −5,250−74.6% | Reduced |
| Regions Financial Corp | 1,741 | $342.5K | 0.00% | +161+10.2% | Added |
| Altfest L J & Co Inc | 1,732 | $341.0K | 0.05% | +5+0.3% | Added |
| DuPont Capital Management Corp | 1,721 | $338.6K | 0.03% | −65,613−97.4% | Reduced |
| Brown Advisory Inc | 1,688 | $332.1K | 0.00% | +178+11.8% | Added |
| Pinnacle Associates Ltd | 1,678 | $330.1K | 0.01% | +665+65.6% | Added |
| V Wealth Advisors LLC | 1,675 | $329.6K | 0.27% | −1,345−44.5% | Reduced |
| Peapack Gladstone Financial Corp | 1,668 | $328.0K | 0.01% | −841−33.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,666 | $327.8K | 0.08% | −69−4.0% | Reduced |
| Blueshift Asset Management, LLC | 1,662 | $327.0K | 0.19% | +1,662 | New |
| Banco Santander, S.A. | 1,645 | $323.7K | 0.00% | −33,037−95.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,638 | $322.3K | 0.02% | −20−1.2% | Reduced |
| Lyell Wealth Management, LP | 1,631 | $320.9K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,630 | $320.7K | 0.19% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,611 | $320.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,604 | $320.1K | 0.03% | +318+24.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,611 | $316.9K | 0.05% | −11−0.7% | Reduced |
| HB Wealth Management, LLC | 1,588 | $312.4K | 0.01% | +283+21.7% | Added |
| Balentine LLC | 1,583 | $311.5K | 0.01% | +300+23.4% | Added |
| Agf Management Ltd | 1,581 | $311.1K | 0.00% | +1,581 | New |
| Gladstone Institutional Advisory LLC | 1,577 | $310.3K | 0.02% | +89+6.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,574 | $309.7K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,574 | $309.7K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,574 | $309.7K | 0.01% | +289+22.5% | Added |
| Center for Financial Planning, Inc. | 1,570 | $308.9K | 0.07% | +258+19.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,561 | $307.0K | 0.03% | −2,454−61.1% | Reduced |
| Vident Advisory, LLC | 1,558 | $306.5K | 0.01% | +1,558 | New |
| MTM Investment Management, LLC | 1,545 | $304.0K | 0.15% | +14+0.9% | Added |
| SlateStone Wealth, LLC | 1,540 | $303.0K | 0.04% | −45−2.8% | Reduced |
| Bridges Investment Management Inc | 1,532 | $301.4K | 0.01% | −1,719−52.9% | Reduced |
| Angeles Wealth Management, LLC | 1,516 | $298.3K | 0.04% | +27+1.8% | Added |