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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 1,516 | $298.3K | 0.04% | +1,516 | New |
| CX Institutional | 1,515 | $298.1K | 0.02% | +253+20.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,505 | $296.1K | 0.01% | −12,306−89.1% | Reduced |
| Geller Advisors LLC | 1,505 | $296.1K | 0.03% | −95−5.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,496 | $294.3K | 0.03% | −122−7.5% | Reduced |
| Clarius Group, LLC | 1,480 | $291.2K | 0.03% | −359−19.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,480 | $291.2K | 0.01% | +94+6.8% | Added |
| Independent Advisor Alliance | 1,478 | $290.8K | 0.01% | +3+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 1,460 | $287.3K | 0.01% | −2,725−65.1% | Reduced |
| Arlington Partners LLC | 1,460 | $287.3K | 0.12% | +370+33.9% | Added |
| Arlington Trust Co LLC | 1,460 | $287.3K | 0.12% | +1,460 | New |
| Richard W. Paul & Associates, LLC | 1,440 | $283.3K | 0.13% | −56−3.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,440 | $283.3K | 0.03% | −4−0.3% | Reduced |
| Inspire Advisors, LLC | 1,419 | $279.2K | 0.05% | +9+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,396 | $274.7K | 0.15% | +1,396 | New |
| BCJ Capital Management, LLC | 1,357 | $267.0K | 0.02% | −152−10.1% | Reduced |
| Forum Financial Management, LP | 1,349 | $265.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,337 | $263.1K | 0.01% | +535+66.7% | Added |
| Great Point Wealth Advisors, LLC | 1,322 | $260.1K | 0.08% | +1+0.1% | Added |
| Klingenstein Fields & Co LP | 1,321 | $259.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,317 | $259.2K | 0.00% | −1,038−44.1% | Reduced |
| AlphaQ Advisors LLC | 1,293 | $254.4K | 0.22% | −154−10.6% | Reduced |
| Enterprise Financial Services Corp | 1,267 | $249.3K | 0.17% | −49−3.7% | Reduced |
| Bank Ozk | 1,264 | $248.7K | 0.14% | −1,375−52.1% | Reduced |
| Great Diamond Partners, LLC | 1,261 | $248.1K | 0.07% | −7−0.6% | Reduced |
| Trexquant Investment LP | 1,259 | $247.7K | 0.01% | +1,259 | New |
| Aprio Wealth Management, LLC | 1,249 | $245.7K | 0.07% | −13−1.0% | Reduced |
| Zacks Investment Management | 1,248 | $245.4K | 0.00% | +1,248 | New |
| Ground Swell Capital, LLC | 1,227 | $241.4K | 0.41% | +1,227 | New |
| Alpha Family Trust | 1,220 | $240.0K | 0.18% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,218 | $239.6K | 0.02% | +174+16.7% | Added |
| Bremer Bank National Association | 1,213 | $238.7K | 0.05% | −19−1.5% | Reduced |
| Peterson Wealth Services | 1,206 | $237.3K | 0.18% | −2−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,187 | $233.5K | 0.05% | +10+0.8% | Added |
| Fundamentun, LLC | 1,173 | $230.8K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,162 | $228.6K | 0.00% | −30−2.5% | Reduced |
| Tiaa Trust, National Association | 1,161 | $228.4K | 0.00% | +1,161 | New |
| Humankind Investments LLC | 1,153 | $226.9K | 0.09% | −93−7.5% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $226.3K | 0.09% | −19−1.6% | Reduced |
| Salem Investment Counselors Inc | 1,148 | $225.9K | 0.01% | +600+109.5% | Added |
| Shelton Capital Management | 1,146 | $225.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,145 | $225.3K | 0.02% | +62+5.7% | Added |
| CAPROCK Group, Inc. | 1,127 | $221.8K | 0.02% | −16−1.4% | Reduced |
| Cahaba Wealth Management, Inc. | 1,121 | $220.6K | 0.02% | −11−1.0% | Reduced |
| TownSquare Capital, LLC | 1,118 | $220.0K | 0.00% | +132+13.4% | Added |
| Spotlight Asset Group, Inc. | 1,115 | $219.4K | 0.20% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,115 | $219.4K | 0.01% | +1,115 | New |
| Accretive Wealth Partners, LLC | 1,110 | $218.4K | 0.13% | −200−15.3% | Reduced |
| Raleigh Capital Management Inc. | 1,107 | $217.8K | 0.11% | +28+2.6% | Added |
| Confluence Wealth Services, Inc. | 1,073 | $211.1K | 0.04% | +13+1.2% | Added |
| Proequities, Inc. | 1,072 | $210.9K | 0.02% | −61−5.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,071 | $210.7K | 0.01% | +97+10.0% | Added |
| Sentry Investment Management LLC | 1,063 | $209.0K | 0.10% | −222−17.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,054 | $207.4K | 0.07% | +88+9.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $206.2K | 0.19% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 1,043 | $205.2K | 0.84% | −1,277−55.0% | Reduced |
| Icon Wealth Partners, LLC | 1,042 | $205.0K | 0.02% | +45+4.5% | Added |
| Arkadios Wealth Advisors | 1,036 | $203.8K | 0.02% | +14+1.4% | Added |
| First Affirmative Financial Network | 1,030 | $202.6K | 0.20% | +99+10.6% | Added |
| Cim Investment Mangement Inc | 1,027 | $202.1K | 0.07% | −28−2.7% | Reduced |
| Acorn Financial Advisory Services Inc | 1,025 | $201.7K | 0.04% | −13−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,010 | $199.0K | 0.01% | +389+62.6% | Added |
| Westpac Banking Corp | 959 | $188.7K | 0.01% | +114+13.5% | Added |
| Spire Wealth Management | 931 | $183.2K | 0.01% | −12,767−93.2% | Reduced |
| V-Square Quantitative Management LLC | 920 | $181.0K | 0.08% | +920 | New |
| Anchor Investment Management, LLC | 900 | $177.1K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 890 | $175.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 845 | $166.3K | 0.02% | −39−4.4% | Reduced |
| TD Private Client Wealth LLC | 829 | $165.9K | 0.01% | −17−2.0% | Reduced |
| Brown Brothers Harriman & Co | 805 | $158.4K | 0.00% | +254+46.1% | Added |
| JJJ Advisors Inc. | 801 | $157.6K | 0.04% | +801 | New |
| Quadrant Capital Group LLC | 791 | $155.6K | 0.02% | +58+7.9% | Added |
| Harbor Investment Advisory, LLC | 739 | $145.4K | 0.02% | −73−9.0% | Reduced |
| Allworth Financial LP | 690 | $135.8K | 0.00% | +26+3.9% | Added |
| Huntington National Bank | 670 | $131.8K | 0.00% | +59+9.7% | Added |
| J.Safra Asset Management Corp | 629 | $123.8K | 0.02% | −139−18.1% | Reduced |
| Central Trust Co | 620 | $122.0K | 0.00% | +217+53.8% | Added |
| Smithfield Trust Co | 605 | $120.0K | 0.01% | −1−0.2% | Reduced |
| Alta Advisers Ltd | 600 | $118.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 590 | $116.1K | 0.02% | +464+368.3% | Added |
| Massmutual Trust Co FSB | 567 | $111.6K | 0.00% | −142−20.0% | Reduced |
| Colonial Trust Advisors | 563 | $110.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 558 | $109.2K | 0.00% | −50−8.2% | Reduced |
| Sunbelt Securities, Inc. | 553 | $108.8K | 0.02% | −3−0.5% | Reduced |
| Hall Laurie J Trustee | 540 | $106.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 531 | $104.4K | 0.01% | −898−62.8% | Reduced |
| TCTC Holdings, LLC | 496 | $97.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 465 | $91.5K | 0.01% | −34−6.8% | Reduced |
| Western Pacific Wealth Management, LP | 440 | $86.6K | 0.07% | +440 | New |
| RE Advisers Corp | 433 | $85.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 431 | $84.8K | 0.03% | −13−2.9% | Reduced |
| HM Payson & Co | 408 | $80.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 402 | $79.1K | 0.07% | +402 | New |
| Paradigm Asset Management Co LLC | 398 | $78.3K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 381 | $75.0K | 0.03% | +381 | New |
| Kayne Anderson Rudnick Investment Management LLC | 375 | $73.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 365 | $71.8K | 0.01% | −39−9.7% | Reduced |
| Baker Avenue Asset Management, LP | 355 | $69.8K | 0.00% | +331+1,379.2% | Added |
| Resurgent Financial Advisors LLC | 350 | $68.9K | 0.05% | −20−5.4% | Reduced |
| Parkside Financial Bank & Trust | 346 | $68.1K | 0.02% | +53+18.1% | Added |