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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 346 | $68.1K | 0.01% | +80+30.1% | Added |
| Glassman Wealth Services | 339 | $66.7K | 0.01% | −3−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 337 | $66.3K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 334 | $65.7K | 0.03% | +3+0.9% | Added |
| MV Capital Management, Inc. | 321 | $63.2K | 0.01% | +2+0.6% | Added |
| Itau Unibanco Holding S.A. | 317 | $62.4K | 0.00% | −1−0.3% | Reduced |
| Clearstead Advisors, LLC | 300 | $59.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 296 | $58.2K | 0.03% | +296 | New |
| Sun Life Financial INC | 289 | $57.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 285 | $56.0K | 0.01% | +30+11.8% | Added |
| Concord Wealth Partners | 280 | $55.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 265 | $52.2K | 0.00% | −324−55.0% | Reduced |
| Leonteq Securities AG | 253 | $49.8K | 0.01% | −1,106−81.4% | Reduced |
| Twin Tree Management, LP | 248 | $48.8K | 0.00% | −13,505−98.2% | Reduced |
| Silver Oak Securities, Inc | 248 | $48.8K | 0.01% | −2,209−89.9% | Reduced |
| GeoWealth Management, LLC | 242 | $48.0K | 0.01% | +108+80.6% | Added |
| Tradition Wealth Management, LLC | 236 | $46.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $45.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 230 | $45.3K | 0.02% | −12−5.0% | Reduced |
| CoreFirst Bank & Trust | 225 | $44.3K | 0.03% | +225 | New |
| Live Oak Investment Partners | – | $39.7K | 0.03% | – | – |
| Baystate Wealth Management LLC | 200 | $39.4K | 0.00% | −27−11.9% | Reduced |
| Colonial Trust Co | 199 | $39.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 197 | $38.8K | 0.01% | +23+13.2% | Added |
| Focused Wealth Management, Inc | 186 | $36.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $35.6K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $33.1K | 0.01% | −77−31.4% | Reduced |
| Zions Bancorporation, N.A. | 153 | $30.1K | 0.00% | +2+1.3% | Added |
| St Germain D J Co Inc | 147 | $28.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 136 | $26.8K | 0.00% | −36−20.9% | Reduced |
| Magellan Asset Management Ltd | 134 | $26.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $26.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 130 | $25.6K | 0.00% | +5+4.0% | Added |
| Farther Finance Advisors, LLC | 122 | $24.1K | 0.00% | +63+106.8% | Added |
| Knott David M Jr | 122 | $24.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 120 | $23.6K | 0.01% | +120 | New |
| BluePath Capital Management, LLC | 120 | $23.6K | 0.02% | +120 | New |
| Clean Yield Group | 114 | $23.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 114 | $22.4K | 0.00% | +47+70.1% | Added |
| Carolinas Wealth Consulting LLC | 122 | $22.1K | 0.01% | −44−26.5% | Reduced |
| Covestor Ltd | 109 | $22.0K | 0.02% | −4−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $20.7K | 0.00% | +47+81.0% | Added |
| Caldwell Trust Co | 102 | $20.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 98 | $19.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 95 | $19.0K | 0.00% | +2+2.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,101 | $18.6K | 0.54% | 00.0% | Unchanged |
| Earnest Partners LLC | 91 | $17.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $16.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $16.7K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 84 | $16.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 83 | $16.3K | 0.00% | −137−62.3% | Reduced |
| Hexagon Capital Partners LLC | 80 | $15.7K | 0.00% | +20+33.3% | Added |
| Cambridge Trust Co | 78 | $15.3K | 0.00% | +78 | New |
| Asset Dedication, LLC | 76 | $15.0K | 0.00% | +12+18.8% | Added |
| Rational Advisors LLC | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 73 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 64 | $14.0K | 0.00% | +31+93.9% | Added |
| Sutton Wealth Advisors Inc. | 71 | $14.0K | 0.01% | +10+16.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 68 | $13.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 68 | $13.4K | 0.00% | +68 | New |
| Tyler-Stone Wealth Management | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $12.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63 | $12.4K | 0.00% | +30+90.9% | Added |
| Larson Financial Group LLC | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 57 | $11.2K | 0.00% | +10+21.3% | Added |
| GW&K Investment Management, LLC | 56 | $11.0K | 0.00% | +1+1.8% | Added |
| Hoey Investments, Inc | 54 | $10.6K | 0.00% | −52−49.1% | Reduced |
| Steward Financial Group LLC | 53 | $10.0K | 0.00% | +53 | New |
| Manchester Capital Management LLC | 50 | $9.84K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $9.84K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 47 | $9.25K | 0.00% | +8+20.5% | Added |
| Prestige Wealth Management Group LLC | 41 | $8.07K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $7.87K | 0.00% | +40 | New |
| Rogco, LP | 40 | $7.87K | 0.00% | +40 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $7.67K | 0.00% | +33+550.0% | Added |
| Creative Financial Designs Inc | 39 | $7.67K | 0.00% | +39 | New |
| City Holding Co | 37 | $7.28K | 0.00% | +37 | New |
| Hanson & Doremus Investment Management | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $6.89K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $6.89K | 0.00% | +35 | New |
| Tortoise Investment Management, LLC | 33 | $6.49K | 0.00% | +3+10.0% | Added |
| Carolina Wealth Advisors, LLC | 33 | $6.49K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $6.10K | 0.00% | +2+6.9% | Added |
| Delta Asset Management LLC | 30 | $5.90K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 30 | $5.90K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 29 | $5.71K | 0.00% | −52−64.2% | Reduced |
| CNB Bank | 28 | $5.51K | 0.00% | +28 | New |
| Salomon & Ludwin, LLC | 28 | $5.51K | 0.00% | +28 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $5.31K | 0.00% | +4+17.4% | Added |
| Capital Advisors, Ltd. LLC | 23 | $5.00K | 0.00% | −4−14.8% | Reduced |