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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 85 | $19.7K | 0.01% | +85 | New |
| JFS Wealth Advisors, LLC | 87 | $20.1K | 0.00% | −18−17.1% | Reduced |
| Financial Management Professionals, Inc. | 97 | $22.0K | 0.00% | +2+2.1% | Added |
| EntryPoint Capital, LLC | 96 | $22.2K | 0.02% | +96 | New |
| Duncker Streett & Co Inc | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $23.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 102 | $23.6K | 0.00% | +4+4.1% | Added |
| Covestor Ltd | 106 | $25.0K | 0.02% | −3−2.8% | Reduced |
| Harbour Investments, Inc. | 110 | $25.5K | 0.00% | +27+32.5% | Added |
| Global Wealth Strategies & Associates | 118 | $27.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 120 | $27.8K | 0.02% | +120 | New |
| Knott David M Jr | 122 | $28.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 122 | $28.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 124 | $28.7K | 0.00% | +95+327.6% | Added |
| West Tower Group, LLC | 125 | $28.9K | 0.06% | −171−57.8% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $28.9K | 0.00% | −5−3.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 132 | $30.5K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 134 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 140 | $32.4K | 0.00% | −413−74.7% | Reduced |
| St Germain D J Co Inc | 147 | $34.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 150 | $34.7K | 0.02% | +150 | New |
| Zions Bancorporation, N.A. | 151 | $34.9K | 0.00% | −2−1.3% | Reduced |
| Rothschild Investment LLC | 159 | $36.8K | 0.00% | +159 | New |
| Central Bank & Trust Co | 168 | $38.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 178 | $41.2K | 0.01% | +178 | New |
| Deseret Mutual Benefit Administrators | 180 | $41.6K | 0.02% | −50−21.7% | Reduced |
| Group One Trading, L.P. | 180 | $41.6K | 0.00% | +150+500.0% | Added |
| AllSquare Wealth Management LLC | 181 | $41.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $42.6K | 0.01% | −13−6.6% | Reduced |
| CVA Family Office, LLC | 185 | $42.8K | 0.01% | +185 | New |
| Focused Wealth Management, Inc | 186 | $43.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 187 | $43.3K | 0.00% | −344−64.8% | Reduced |
| Colonial Trust Co | 199 | $46.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $46.3K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $46.7K | 0.04% | – | – |
| IFP Advisors, Inc | 217 | $50.3K | 0.00% | −48−18.1% | Reduced |
| Smartleaf Asset Management LLC | 217 | $50.5K | 0.01% | +217 | New |
| State of Wyoming | 230 | $53.2K | 0.01% | −360−61.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $53.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 234 | $54.0K | 0.01% | −2−0.8% | Reduced |
| GAMMA Investing LLC | 261 | $54.3K | 0.01% | +261 | New |
| Farther Finance Advisors, LLC | 235 | $54.4K | 0.00% | +113+92.6% | Added |
| Itau Unibanco Holding S.A. | 252 | $58.3K | 0.00% | −65−20.5% | Reduced |
| Resurgent Financial Advisors LLC | 260 | $60.2K | 0.04% | −90−25.7% | Reduced |
| Leonteq Securities AG | 276 | $63.9K | 0.01% | +23+9.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 281 | $65.0K | 0.02% | −100−26.2% | Reduced |
| Harvest Fund Management Co., Ltd | 285 | $66.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $69.4K | 0.01% | −21−6.5% | Reduced |
| Glassman Wealth Services | 304 | $70.3K | 0.01% | −35−10.3% | Reduced |
| Clearstead Advisors, LLC | 312 | $72.2K | 0.00% | +12+4.0% | Added |
| ICA Group Wealth Management, LLC | 331 | $76.6K | 0.02% | +331 | New |
| Bay Harbor Wealth Management, LLC | 334 | $77.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 337 | $78.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 362 | $83.8K | 0.02% | −439−54.8% | Reduced |
| Oakworth Capital, Inc. | 365 | $84.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 388 | $89.8K | 0.02% | +42+12.1% | Added |
| Central Trust Co | 395 | $91.4K | 0.00% | −225−36.3% | Reduced |
| Paradigm Asset Management Co LLC | 398 | $92.1K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $92.6K | 0.00% | −8−2.0% | Reduced |
| Peoples Bank | 402 | $93.0K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 417 | $96.5K | 0.02% | −14−3.2% | Reduced |
| Rakuten Investment Management, Inc. | 452 | $105.2K | 0.00% | +452 | New |
| Private Trust Co NA | 458 | $106.0K | 0.01% | −7−1.5% | Reduced |
| Colonial Trust Advisors | 463 | $107.1K | 0.01% | −100−17.8% | Reduced |
| Brown Brothers Harriman & Co | 513 | $118.7K | 0.00% | −292−36.3% | Reduced |
| Hall Laurie J Trustee | 540 | $125.0K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 547 | $126.6K | 0.10% | +547 | New |
| RE Advisers Corp | 564 | $130.5K | 0.00% | +131+30.3% | Added |
| Western Pacific Wealth Management, LP | 570 | $131.9K | 0.10% | +130+29.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 571 | $132.3K | 0.00% | +196+52.3% | Added |
| Allworth Financial LP | 599 | $138.6K | 0.00% | −91−13.2% | Reduced |
| Alta Advisers Ltd | 600 | $138.8K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 605 | $140.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 629 | $145.5K | 0.00% | −2,896−82.2% | Reduced |
| Huntington National Bank | 652 | $150.9K | 0.00% | −18−2.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 669 | $155.0K | 0.00% | +669 | New |
| J.Safra Asset Management Corp | 674 | $155.9K | 0.02% | +45+7.2% | Added |
| Massmutual Trust Co FSB | 688 | $159.2K | 0.01% | +121+21.3% | Added |
| Coppell Advisory Solutions LLC | 693 | $160.3K | 0.03% | +693 | New |
| Centaurus Financial, Inc. | 731 | $169.0K | 0.01% | +731 | New |
| GeoWealth Management, LLC | 776 | $180.0K | 0.01% | +534+220.7% | Added |
| Quest Partners LLC | 785 | $181.6K | 0.04% | +785 | New |
| Wetzel Investment Advisors, Inc. | 801 | $185.0K | 0.11% | +801 | New |
| Quadrant Capital Group LLC | 803 | $185.8K | 0.02% | +12+1.5% | Added |
| Lindbrook Capital, LLC | 831 | $192.3K | 0.02% | −14−1.7% | Reduced |
| TD Private Client Wealth LLC | 836 | $193.4K | 0.01% | +7+0.8% | Added |
| Brighton Jones LLC | 869 | $201.1K | 0.01% | +869 | New |
| Cook Wealth Management Group LLC | 961 | $204.6K | 0.13% | +961 | New |
| Beacon Pointe Advisors, LLC | 889 | $205.7K | 0.00% | −1,399−61.1% | Reduced |
| Atlas Capital Advisors LLC | 890 | $205.9K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 892 | $206.4K | 0.01% | +892 | New |
| Anchor Investment Management, LLC | 900 | $208.2K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 906 | $209.6K | 0.05% | +906 | New |
| Good Life Advisors, LLC | 906 | $209.6K | 0.02% | +906 | New |
| V-Square Quantitative Management LLC | 920 | $212.9K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 920 | $212.9K | 0.00% | +920 | New |
| Pinnacle Associates Ltd | 921 | $213.1K | 0.00% | −757−45.1% | Reduced |
| E Fund Management Co., Ltd. | 926 | $214.3K | 0.01% | +926 | New |