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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 928 | $214.7K | 0.05% | +928 | New |
| Mutual Advisors, LLC | 938 | $217.0K | 0.01% | +938 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $217.5K | 0.10% | +940 | New |
| Spire Wealth Management | 1,016 | $218.8K | 0.01% | +85+9.1% | Added |
| Spotlight Asset Group, Inc. | 1,115 | $219.4K | 0.20% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 960 | $222.0K | 0.10% | −103−9.7% | Reduced |
| Bank Ozk | 978 | $226.3K | 0.11% | −286−22.6% | Reduced |
| Acorn Financial Advisory Services Inc | 985 | $227.9K | 0.04% | −40−3.9% | Reduced |
| Advisor Resource Council | 989 | $228.8K | 0.03% | +989 | New |
| Verition Fund Management LLC | 997 | $230.7K | 0.00% | +997 | New |
| Everpar Advisors LLC | 1,000 | $231.4K | 0.11% | +1,000 | New |
| Keel Point, LLC | 1,009 | $233.5K | 0.03% | +1,009 | New |
| Arkadios Wealth Advisors | 1,018 | $235.5K | 0.02% | −18−1.7% | Reduced |
| Cim Investment Mangement Inc | 1,027 | $237.6K | 0.08% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,027 | $237.6K | 0.23% | +1,027 | New |
| Point72 Europe (London) LLP | 1,028 | $237.9K | 0.03% | +1,028 | New |
| Cahaba Wealth Management, Inc. | 1,031 | $238.6K | 0.02% | −90−8.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,080 | $238.9K | 0.00% | +522+93.5% | Added |
| MGB Wealth Management, LLC | 1,033 | $240.3K | 0.12% | +1,033 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,042 | $241.1K | 0.07% | −12−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,042 | $241.1K | 0.03% | +1,042 | New |
| Proequities, Inc. | 1,043 | $241.3K | 0.02% | −29−2.7% | Reduced |
| Inceptionr LLC | 1,045 | $241.8K | 0.17% | −4,343−80.6% | Reduced |
| Cypress Wealth Services, LLC | 1,046 | $242.0K | 0.06% | +1,046 | New |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $242.5K | 0.20% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,069 | $247.3K | 0.01% | −46−4.1% | Reduced |
| Bridgefront Capital, LLC | 1,073 | $248.3K | 0.19% | −1,277−54.3% | Reduced |
| Shelton Capital Management | 1,083 | $250.6K | 0.01% | −63−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,084 | $250.8K | 0.03% | +345+46.7% | Added |
| Williams Jones Wealth Management, LLC. | 1,104 | $255.4K | 0.00% | −58−5.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,104 | $255.4K | 0.00% | +990+868.4% | Added |
| Accretive Wealth Partners, LLC | 1,110 | $256.8K | 0.12% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,128 | $261.0K | 0.16% | +1,128 | New |
| Sterling Investment Counsel, LLC | 1,133 | $262.2K | 0.13% | +1,133 | New |
| Personal Cfo Solutions, LLC | 1,143 | $264.5K | 0.05% | −44−3.7% | Reduced |
| First Foundation Advisors | 1,145 | $264.9K | 0.01% | −2,125−65.0% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $266.1K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 1,151 | $266.3K | 0.00% | +1,151 | New |
| First Affirmative Financial Network | 1,154 | $267.0K | 0.21% | +124+12.0% | Added |
| Raleigh Capital Management Inc. | 1,157 | $267.7K | 0.12% | +50+4.5% | Added |
| Tiaa Trust, National Association | 1,158 | $267.9K | 0.00% | −3−0.3% | Reduced |
| Clarius Group, LLC | 1,167 | $270.0K | 0.02% | −313−21.1% | Reduced |
| Fundamentun, LLC | 1,173 | $271.4K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,182 | $273.5K | 0.03% | +37+3.2% | Added |
| Westpac Banking Corp | 1,187 | $274.6K | 0.02% | +228+23.8% | Added |
| Humankind Investments LLC | 1,195 | $276.5K | 0.08% | +42+3.6% | Added |
| Trust Point Inc. | 1,198 | $277.2K | 0.02% | +1,198 | New |
| Principal Street Partners, LLC | 1,199 | $277.4K | 0.07% | −1,400−53.9% | Reduced |
| Fiduciary Family Office, LLC | 1,210 | $280.0K | 0.12% | +1,210 | New |
| Bremer Bank National Association | 1,213 | $280.7K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,223 | $283.0K | 0.02% | +5+0.4% | Added |
| CAPROCK Group, Inc. | 1,227 | $283.9K | 0.02% | +100+8.9% | Added |
| Alerus Financial NA | 1,231 | $284.8K | 0.02% | −23,073−94.9% | Reduced |
| Johnson Financial Group, Inc. | 1,233 | $285.3K | 0.02% | +1,097+806.6% | Added |
| Peterson Wealth Services | 1,240 | $286.9K | 0.12% | +34+2.8% | Added |
| BCJ Capital Management, LLC | 1,248 | $288.8K | 0.03% | −109−8.0% | Reduced |
| Aprio Wealth Management, LLC | 1,249 | $289.0K | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,252 | $289.7K | 0.00% | +1,252 | New |
| Great Diamond Partners, LLC | 1,255 | $290.4K | 0.07% | −6−0.5% | Reduced |
| Ostrum Asset Management | 1,258 | $291.1K | 0.03% | −2,297−64.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,266 | $292.9K | 0.01% | −11,190−89.8% | Reduced |
| Confluence Wealth Services, Inc. | 1,271 | $294.1K | 0.03% | +198+18.5% | Added |
| Ballentine Partners, LLC | 1,274 | $294.8K | 0.01% | −1,657−56.5% | Reduced |
| Congress Asset Management Co | 1,280 | $296.2K | 0.00% | −1,871−59.4% | Reduced |
| Salem Investment Counselors Inc | 1,287 | $297.8K | 0.01% | +139+12.1% | Added |
| Campbell & CO Investment Adviser LLC | 1,295 | $299.6K | 0.03% | +1,295 | New |
| Hantz Financial Services, Inc. | 1,305 | $302.0K | 0.01% | −1,275−49.4% | Reduced |
| TownSquare Capital, LLC | 1,318 | $305.0K | 0.01% | +200+17.9% | Added |
| Klingenstein Fields & Co LP | 1,321 | $305.7K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,323 | $306.1K | 0.09% | +1,323 | New |
| Forum Financial Management, LP | 1,349 | $312.1K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,447 | $317.6K | 0.06% | −631−30.4% | Reduced |
| Bridges Investment Management Inc | 1,374 | $317.9K | 0.01% | −158−10.3% | Reduced |
| Ancora Advisors, LLC | 1,386 | $320.7K | 0.01% | +49+3.7% | Added |
| Balentine LLC | 1,392 | $322.1K | 0.01% | −191−12.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,394 | $322.4K | 0.05% | −217−13.5% | Reduced |
| Lake Street Advisors Group, LLC | 1,399 | $323.7K | 0.02% | +1,399 | New |
| Richard W. Paul & Associates, LLC | 1,407 | $325.6K | 0.14% | −33−2.3% | Reduced |
| Phoenix Holdings Ltd. | 1,411 | $328.1K | 0.01% | −200−12.4% | Reduced |
| Independent Advisor Alliance | 1,423 | $329.3K | 0.01% | −55−3.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,427 | $330.2K | 0.03% | −69−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 1,433 | $332.0K | 0.01% | −235−14.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,435 | $332.0K | 0.03% | −5−0.3% | Reduced |
| Angeles Wealth Management, LLC | 1,449 | $335.3K | 0.04% | −67−4.4% | Reduced |
| CX Institutional | 1,456 | $336.9K | 0.02% | −59−3.9% | Reduced |
| Wedmont Private Capital | 1,507 | $337.7K | 0.03% | −97−6.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,460 | $337.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,476 | $341.5K | 0.01% | −4−0.3% | Reduced |
| Geller Advisors LLC | 1,486 | $343.8K | 0.03% | −19−1.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,504 | $348.0K | 0.08% | −162−9.7% | Reduced |
| New Republic Capital, LLC | 1,505 | $348.2K | 0.25% | +1,505 | New |
| Man Group plc | 1,516 | $350.8K | 0.00% | – | – |
| Cumberland Partners Ltd | 1,790 | $352.2K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,545 | $357.5K | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,556 | $359.9K | 0.01% | +1,556 | New |
| Maxwell Wealth Strategies Inc. | 1,562 | $361.4K | 0.24% | +1,562 | New |
| Center for Financial Planning, Inc. | 1,570 | $363.3K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,574 | $364.2K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,597 | $369.5K | 0.02% | −41−2.5% | Reduced |
| AlphaQ Advisors LLC | 1,601 | $370.4K | 0.26% | +308+23.8% | Added |