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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, Q4 2023

Institutional positions in IQVIA Holdings Inc. as of Dec 31, 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
960
+29 vs. Q3 2023
Shares held
163.3M
−159.0K (−0.1%) vs. Q3 2023
Total value
$37.7B
+$5.55B (+17.3%) vs. Q3 2023
New holders
130
279 more added
Sold out
101
421 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 960 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ4 2023: $37.7B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2023.

Institutions holding IQV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$70.00%0New
Cornerstone Planning Group LLC1$2310.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$2310.00%00.0%Unchanged
Evermay Wealth Management LLC2$4630.00%+2New
WestEnd Advisors, LLC3$6940.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.3$6940.00%00.0%Unchanged
Able Wealth Management LLC3$6940.00%+3New
True Wealth Design, LLC3$6950.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$6950.00%+3New
Sandy Spring Bank4$9260.00%00.0%Unchanged
Global Financial Private Client, LLC4$9260.00%00.0%Unchanged
West Paces Advisors Inc.4$9260.00%+4New
TSFG, LLC6$1.00K0.00%−7−53.8%Reduced
Trifecta Capital Advisors, LLC6$1.39K0.00%−3−33.3%Reduced
North Star Investment Management Corp.7$1.62K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.8$1.64K0.00%+1+14.3%Added
Avion Wealth10$2.00K0.00%−1−9.1%Reduced
RFP Financial Group LLC9$2.08K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$2.08K0.00%+9New
Sachetta, LLC10$2.31K0.00%+10New
Private Wealth Management Group, LLC10$2.31K0.00%+10New
Investors Research Corp11$2.54K0.00%00.0%Unchanged
Lee Financial Co11$2.55K0.00%00.0%Unchanged
ClariVest Asset Management LLC11$2.55K0.00%+3+37.5%Added
Caldwell Sutter Capital, Inc.12$2.78K0.00%−9−42.9%Reduced
NewSquare Capital LLC12$2.78K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$3.01K0.00%−2−13.3%Reduced
Cullen/Frost Bankers, Inc.13$3.01K0.00%+13New
Dunhill Financial, LLC13$3.04K0.00%+13New
Versant Capital Management, Inc15$3.47K0.00%+8+114.3%Added
DiNuzzo Private Wealth, Inc.15$3.47K0.00%+15New
Rakuten Securities, Inc.15$3.47K0.00%+15New
Webster Bank, N. A.16$3.70K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$3.93K0.00%00.0%Unchanged
Red Tortoise LLC17$3.93K0.00%00.0%Unchanged
TFC Financial Management17$3.93K0.00%−3−15.0%Reduced
SYSTM Wealth Solutions LLC19$4.40K0.00%+19New
Indiana Trust & Investment Management CO21$4.86K0.00%+21New
Bruce G. Allen Investments, LLC21$4.86K0.00%+21New
Capital Advisors, Ltd. LLC20$5.00K0.00%−3−13.0%Reduced
Roble, Belko & Company, Inc20$5.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC22$5.09K0.00%00.0%Unchanged
Venturi Wealth Management, LLC22$5.09K0.00%−2−8.3%Reduced
Robinswood Financial LLC23$5.32K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$5.32K0.00%00.0%Unchanged
PFS Partners, LLC23$5.32K0.00%00.0%Unchanged
M&R Capital Management Inc23$5.32K0.00%+23New
Salomon & Ludwin, LLC28$5.51K0.00%00.0%Unchanged
Missouri Trust & Investment Co24$5.55K0.00%00.0%Unchanged
Abound Wealth Management24$5.55K0.00%−7−22.6%Reduced
Coston, McIsaac & Partners29$6.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$6.25K0.00%00.0%Unchanged
CNB Bank28$6.48K0.00%00.0%Unchanged
Aspect Partners, LLC29$6.71K0.00%+29New
Tortoise Investment Management, LLC30$6.94K0.00%−3−9.1%Reduced
Delta Asset Management LLC30$6.94K0.00%00.0%Unchanged
Pier Capital, LLC30$6.94K0.00%+12+66.7%Added
Prestige Wealth Management Group LLC30$6.94K0.00%−11−26.8%Reduced
Valley National Advisers Inc32$7.00K0.00%+22+220.0%Added
Plato Investment Management Ltd32$7.40K0.01%+32New
Carolina Wealth Advisors, LLC33$7.63K0.00%00.0%Unchanged
Hanson & Doremus Investment Management36$8.00K0.00%00.0%Unchanged
Close Asset Management Ltd35$8.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC35$8.00K0.00%00.0%Unchanged
Northwest Financial Advisors35$8.10K0.01%+35New
Eagle Bay Advisors LLC36$8.33K0.01%−11−23.4%Reduced
Bell Investment Advisors, Inc38$8.79K0.00%+11+40.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC39$9.02K0.00%00.0%Unchanged
Creative Financial Designs Inc39$9.02K0.00%00.0%Unchanged
Bangor Savings Bank40$9.26K0.00%00.0%Unchanged
Clean Yield Group42$9.72K0.00%−72−63.2%Reduced
Abich Financial Wealth Management LLC43$9.95K0.01%+43New
BKM Wealth Management, LLC45$10.4K0.00%+45New
Independence Bank of Kentucky50$11.6K0.00%+25+100.0%Added
Frazier Financial Advisors, LLC50$11.6K0.01%+50New
Assetmark, Inc57$13.2K0.00%+35+159.1%Added
Hexagon Capital Partners LLC60$13.9K0.00%−20−25.0%Reduced
Larson Financial Group LLC60$13.9K0.00%00.0%Unchanged
Fairman Group, LLC61$14.1K0.01%+61New
Manchester Capital Management LLC61$14.1K0.00%+11+22.0%Added
Core Alternative Capital63$14.6K0.00%−3−4.5%Reduced
Asset Dedication, LLC64$15.0K0.00%−12−15.8%Reduced
GW&K Investment Management, LLC63$15.0K0.00%+7+12.5%Added
Tyler-Stone Wealth Management65$15.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC65$15.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$15.0K0.00%00.0%Unchanged
Emfo, LLC65$15.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP67$15.5K0.00%+4+6.3%Added
Main Street Group, LTD68$15.7K0.01%+68New
Newbridge Financial Services Group, Inc.68$15.7K0.01%−18−20.9%Reduced
Atlantic Trust, LLC68$15.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$15.7K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC68$15.7K0.00%+68New
Quarry LP73$16.9K0.01%+73New
Bogart Wealth, LLC73$16.9K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.85$17.0K0.00%+21+32.8%Added
Global X Japan Co., Ltd.76$17.6K0.01%+76New
FSA Wealth Management LLC81$19.0K0.01%+81New
China Universal Asset Management Co., Ltd.84$19.4K0.00%00.0%Unchanged