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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 1,613 | $373.2K | 0.00% | −75−4.4% | Reduced |
| Adell Harriman & Carpenter Inc | 1,615 | $373.7K | 0.03% | −905−35.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,619 | $374.6K | 0.02% | +548+51.2% | Added |
| Lyell Wealth Management, LP | 1,631 | $377.4K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,641 | $378.0K | 0.01% | −331−16.8% | Reduced |
| Enterprise Financial Services Corp | 1,646 | $380.9K | 0.23% | +379+29.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,647 | $381.1K | 0.00% | −11,417−87.4% | Reduced |
| Vident Advisory, LLC | 1,648 | $381.3K | 0.01% | +90+5.8% | Added |
| Gladstone Institutional Advisory LLC | 1,667 | $385.7K | 0.02% | +90+5.7% | Added |
| Marex Group plc | 1,668 | $385.9K | 0.02% | +1,668 | New |
| Moody Aldrich Partners LLC | 1,676 | $387.8K | 0.07% | −373−18.2% | Reduced |
| Centiva Capital, LP | 1,688 | $390.6K | 0.02% | −4,929−74.5% | Reduced |
| UniSuper Management Pty Ltd | 1,708 | $395.2K | 0.00% | −1,124−39.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,713 | $396.4K | 0.08% | +1,713 | New |
| Dynamic Advisor Solutions LLC | 1,825 | $402.4K | 0.02% | +251+15.9% | Added |
| HighPoint Advisor Group LLC | 1,622 | $404.0K | 0.03% | +1,622 | New |
| Cutter & CO Brokerage, Inc. | 1,753 | $405.6K | 0.11% | −345−16.4% | Reduced |
| NorthRock Partners, LLC | 1,784 | $412.8K | 0.02% | +1,784 | New |
| Ironsides Asset Advisors, LLC | 1,810 | $418.8K | 0.18% | −335−15.6% | Reduced |
| Edge Capital Group, LLC | 1,817 | $420.4K | 0.02% | +17+0.9% | Added |
| Intech Investment Management LLC | 1,824 | $422.0K | 0.01% | −3,578−66.2% | Reduced |
| ING Groep NV | 1,841 | $426.0K | 0.00% | −86,549−97.9% | Reduced |
| Wilkins Investment Counsel Inc | 1,850 | $428.1K | 0.10% | +1,850 | New |
| Fortitude Family Office, LLC | 1,853 | $428.7K | 0.32% | +1,853 | New |
| Empowered Funds, LLC | 1,854 | $429.0K | 0.01% | −372−16.7% | Reduced |
| Allred Capital Management, LLC | 1,861 | $430.6K | 0.19% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,866 | $431.8K | 0.29% | −170−8.3% | Reduced |
| Wintrust Investments LLC | 1,874 | $434.0K | 0.04% | +1,874 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,908 | $441.5K | 0.20% | +512+36.7% | Added |
| Regions Financial Corp | 1,909 | $441.7K | 0.00% | +168+9.6% | Added |
| Gabelli Funds LLC | 1,915 | $443.1K | 0.00% | −215−10.1% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $444.3K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,922 | $445.0K | 0.01% | +33+1.7% | Added |
| Level Four Advisory Services, LLC | 1,933 | $447.3K | 0.03% | +8+0.4% | Added |
| Tranquilli Financial Advisor LLC | 1,946 | $450.3K | 0.32% | −156−7.4% | Reduced |
| KRS Capital Management, LLC | 1,960 | $453.5K | 0.42% | −15−0.8% | Reduced |
| Cigna Investments Inc | 1,963 | $454.0K | 0.09% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,967 | $455.1K | 0.07% | +548+38.6% | Added |
| D. E. Shaw & Co., Inc. | 2,000 | $462.8K | 0.00% | −1,200−37.5% | Reduced |
| Fosun International Ltd | 2,000 | $462.8K | 0.09% | −550−21.6% | Reduced |
| Zacks Investment Management | 2,000 | $462.8K | 0.01% | +752+60.3% | Added |
| UBS Oconnor LLC | 2,030 | $469.7K | 0.01% | −2,605−56.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,035 | $470.9K | 0.02% | −78−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 2,045 | $473.2K | 0.04% | +471+29.9% | Added |
| MSH Capital Advisors LLC | 2,060 | $476.6K | 0.18% | −121−5.5% | Reduced |
| Regatta Capital Group, LLC | 2,065 | $477.8K | 0.13% | +6+0.3% | Added |
| Busey Wealth Management | 2,080 | $481.3K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $485.9K | 0.08% | 00.0% | Unchanged |
| AtonRa Partners | 2,160 | $499.8K | 1.00% | −240−10.0% | Reduced |
| Rathbone Brothers plc | 2,160 | $499.8K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,166 | $501.2K | 0.01% | −306−12.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $503.3K | 0.52% | +2,175 | New |
| Brevan Howard Capital Management LP | 2,178 | $503.9K | 0.05% | +2,178 | New |
| Veracity Capital LLC | 2,194 | $507.6K | 0.20% | −9−0.4% | Reduced |
| Trust Asset Management LLC | 2,194 | $507.6K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,202 | $509.5K | 0.01% | +614+38.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,212 | $511.0K | 0.01% | +1,202+119.0% | Added |
| Wetherby Asset Management Inc | 2,210 | $511.4K | 0.03% | −313−12.4% | Reduced |
| Symmetry Partners, LLC | 2,244 | $522.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,279 | $527.3K | 0.00% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,297 | $531.5K | 0.49% | +2,297 | New |
| Polymer Capital Management (HK) LTD | 2,300 | $532.2K | 0.19% | +2,300 | New |
| Great Lakes Retirement, Inc. | 2,309 | $534.3K | 0.09% | +115+5.2% | Added |
| ProVise Management Group, LLC | 2,318 | $536.3K | 0.05% | −114−4.7% | Reduced |
| Waldron Private Wealth LLC | 2,336 | $540.5K | 0.03% | −22−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,341 | $541.7K | 0.03% | +2,341 | New |
| NewEdge Wealth, LLC | 2,346 | $542.8K | 0.01% | +2,346 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,366 | $547.4K | 0.01% | +861+57.2% | Added |
| Rosenbaum Jay D. | 2,375 | $549.5K | 1.42% | −2,220−48.3% | Reduced |
| Snowden Capital Advisors LLC | 2,392 | $553.5K | 0.02% | −333−12.2% | Reduced |
| Pitcairn Co | 2,446 | $566.0K | 0.04% | −10.0% | Reduced |
| GTS Securities LLC | 2,447 | $566.2K | 0.01% | −1,885−43.5% | Reduced |
| Meridian Wealth Management, LLC | 2,447 | $566.2K | 0.04% | +13+0.5% | Added |
| Magnolia Capital Advisors LLC | 2,618 | $568.3K | 0.41% | −95−3.5% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $569.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,476 | $572.9K | 0.09% | +2,476 | New |
| Signaturefd, LLC | 2,492 | $576.6K | 0.01% | +287+13.0% | Added |
| Horizon Investments, LLC | 2,496 | $577.5K | 0.02% | +37+1.5% | Added |
| Power Wealth Management LLC | 2,497 | $577.8K | 0.42% | +2,497 | New |
| FDx Advisors, Inc. | 2,501 | $579.0K | 0.04% | +324+14.9% | Added |
| Platform Technology Partners | 2,733 | $595.5K | 0.23% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,590 | $599.3K | 0.06% | +1,074+70.8% | Added |
| Armstrong, Fleming & Moore, Inc | 2,595 | $600.4K | 0.45% | −52−2.0% | Reduced |
| Welch & Forbes LLC | 2,612 | $604.4K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,628 | $608.1K | 0.03% | +100+4.0% | Added |
| Great Lakes Advisors, LLC | 2,681 | $620.3K | 0.01% | −89−3.2% | Reduced |
| Entropy Technologies, LP | 2,690 | $622.4K | 0.12% | +2,690 | New |
| Avantax Advisory Services, Inc. | 2,702 | $625.2K | 0.01% | +766+39.6% | Added |
| NBC Securities, Inc. | 2,791 | $645.0K | 0.07% | +38+1.4% | Added |
| Apollon Wealth Management, LLC | 2,790 | $645.5K | 0.02% | −78−2.7% | Reduced |
| Brookstone Capital Management | 2,793 | $646.2K | 0.01% | −8−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,807 | $649.5K | 0.23% | −645−18.7% | Reduced |
| Qsemble Capital Management, LP | 2,807 | $649.5K | 0.16% | +2,807 | New |
| Valeo Financial Advisors, LLC | 2,821 | $652.7K | 0.03% | −297−9.5% | Reduced |
| Silver Oak Securities, Inc | 2,844 | $658.1K | 0.09% | +2,596+1,046.8% | Added |
| Strategic Investment Advisors | 2,861 | $662.0K | 0.10% | −744−20.6% | Reduced |
| Michael B. Yongue | 2,874 | $665.0K | 0.60% | −406−12.4% | Reduced |
| Client 1st Advisory Group, LLC | 2,915 | $674.5K | 0.33% | +444+18.0% | Added |
| 9258 Wealth Management, LLC | 2,915 | $674.5K | 0.12% | +770+35.9% | Added |
| Atlas Private Wealth Management | 2,950 | $682.6K | 0.32% | 00.0% | Unchanged |