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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2,957 | $684.2K | 0.20% | +235+8.6% | Added |
| Oak Harbor Wealth Partners, LLC | 2,978 | $689.0K | 0.23% | −333−10.1% | Reduced |
| Meeder Advisory Services, Inc. | 2,979 | $689.3K | 0.08% | −91−3.0% | Reduced |
| S&CO Inc | 3,000 | $694.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,000 | $694.1K | 0.03% | +175+6.2% | Added |
| Strategic Blueprint, LLC | 3,002 | $694.6K | 0.06% | +37+1.2% | Added |
| Wealthfront Advisers LLC | 3,029 | $700.9K | 0.00% | −2,360−43.8% | Reduced |
| Perigon Wealth Management, LLC | 3,044 | $704.3K | 0.02% | −245−7.4% | Reduced |
| Stonebrook Private Inc. | 3,053 | $706.4K | 0.24% | +3,053 | New |
| Baldwin Investment Management, LLC | 3,068 | $709.9K | 0.11% | +105+3.5% | Added |
| MidWestOne Financial Group, Inc. | 3,093 | $715.7K | 0.14% | +982+46.5% | Added |
| National Asset Management, Inc. | 3,132 | $724.7K | 0.02% | −436−12.2% | Reduced |
| Greenleaf Trust | 3,154 | $729.8K | 0.01% | +58+1.9% | Added |
| Harbor Capital Advisors, Inc. | 3,164 | $732.1K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,223 | $745.7K | 0.03% | +1,261+64.3% | Added |
| Change Path, LLC | 3,227 | $747.0K | 0.05% | +76+2.4% | Added |
| Global Trust Asset Management, LLC | 3,243 | $750.4K | 0.33% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,246 | $751.1K | 0.03% | −487−13.0% | Reduced |
| Clear Harbor Asset Management, LLC | 3,322 | $768.6K | 0.07% | +1,521+84.5% | Added |
| Boston Partners | 3,348 | $774.7K | 0.00% | −451,003−99.3% | Reduced |
| We Are One Seven, LLC | 3,350 | $775.1K | 0.04% | +285+9.3% | Added |
| FORA Capital, LLC | 3,370 | $779.8K | 0.07% | −13,948−80.5% | Reduced |
| Liberty One Investment Management, LLC | 3,381 | $782.3K | 0.10% | −171−4.8% | Reduced |
| Fulton Bank, N.A. | 3,419 | $791.1K | 0.04% | −42−1.2% | Reduced |
| IVC Wealth Advisors LLC | 3,475 | $804.0K | 0.50% | −50−1.4% | Reduced |
| Cetera Advisors LLC | 3,479 | $805.0K | 0.01% | +823+31.0% | Added |
| Lido Advisors, LLC | 3,499 | $809.5K | 0.01% | +976+38.7% | Added |
| Knights of Columbus Asset Advisors LLC | 3,578 | $827.9K | 0.05% | +30+0.8% | Added |
| Northeast Financial Consultants Inc | 3,580 | $828.3K | 0.05% | +1,500+72.1% | Added |
| Alberta Investment Management Corp | 3,600 | $833.0K | 0.01% | −164,902−97.9% | Reduced |
| Birchbrook, Inc. | 3,612 | $835.7K | 0.55% | +3,612 | New |
| Wall Street Access Asset Management, LLC | 3,622 | $838.1K | 0.39% | −27−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,646 | $843.6K | 0.01% | +1,501+70.0% | Added |
| Dimension Capital Management LLC | 3,685 | $852.6K | 0.18% | +3,685 | New |
| Stablepoint Partners, LLC | 3,695 | $854.9K | 0.22% | +3,695 | New |
| Nomura Holdings Inc | 3,706 | $857.5K | 0.01% | +3,706 | New |
| Continuum Advisory, LLC | 3,718 | $860.3K | 0.12% | −164−4.2% | Reduced |
| Fiduciary Trust Co | 3,767 | $871.6K | 0.01% | +326+9.5% | Added |
| Toroso Investments, LLC | 3,783 | $875.3K | 0.02% | −561−12.9% | Reduced |
| Acadian Asset Management LLC | 3,795 | $877.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 3,800 | $879.2K | 0.18% | +1,131+42.4% | Added |
| Coldstream Capital Management Inc | 3,813 | $882.3K | 0.02% | +792+26.2% | Added |
| CWM, LLC | 3,980 | $921.0K | 0.00% | +207+5.5% | Added |
| United Community Bank | 3,997 | $924.8K | 0.39% | −143−3.5% | Reduced |
| Dohj, LLC | 4,074 | $942.6K | 0.28% | +4,074 | New |
| Beacon Financial Group | 4,089 | $946.1K | 0.12% | +133+3.4% | Added |
| Bridgewater Associates, LP | 4,144 | $958.8K | 0.01% | −138−3.2% | Reduced |
| Public Sector Pension Investment Board | 4,167 | $964.2K | 0.01% | −15,448−78.8% | Reduced |
| Lincoln National Corp | 4,244 | $982.0K | 0.02% | −110−2.5% | Reduced |
| Investment Management Corp of Ontario | 4,249 | $983.1K | 0.02% | +4,249 | New |
| Burns Matteson Capital Management, LLC | 4,252 | $985.3K | 0.69% | +63+1.5% | Added |
| Gilliland Jeter Wealth Management LLC | 4,262 | $986.1K | 0.41% | +4,262 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,437 | $1.03M | 0.72% | −515−10.4% | Reduced |
| Bowman & Co S.C. | 4,457 | $1.03M | 0.72% | +286+6.9% | Added |
| Strategic Global Advisors, LLC | 4,476 | $1.04M | 0.24% | −26,270−85.4% | Reduced |
| Laurel Wealth Advisors LLC | 4,562 | $1.06M | 0.20% | −148−3.1% | Reduced |
| Kinneret Advisory, LLC | 4,567 | $1.06M | 0.12% | −29−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,610 | $1.07M | 0.06% | +415+9.9% | Added |
| Agf Management Ltd | 4,714 | $1.09M | 0.01% | +3,133+198.2% | Added |
| Handelsinvest Investeringsforvaltning | 4,730 | $1.09M | 0.45% | +4,730 | New |
| FJ Investments, LLC | 4,741 | $1.10M | 0.05% | +4,741 | New |
| DFPG Investments, LLC | 5,026 | $1.11M | 0.09% | +5,026 | New |
| Davy Global Fund Management Ltd | 4,814 | $1.11M | 0.13% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,879 | $1.13M | 0.02% | +603+14.1% | Added |
| Shell Asset Management Co | 4,904 | $1.14M | 0.05% | +4,904 | New |
| Papp L Roy & Associates | 4,919 | $1.14M | 0.14% | −30−0.6% | Reduced |
| Squarepoint Ops LLC | 4,962 | $1.15M | 0.00% | −77,547−94.0% | Reduced |
| First Horizon Advisors, Inc. | 5,062 | $1.17M | 0.04% | −5−0.1% | Reduced |
| Jump Financial, LLC | 5,084 | $1.18M | 0.04% | −1,986−28.1% | Reduced |
| Financial Insights, Inc. | 5,088 | $1.18M | 0.37% | +130+2.6% | Added |
| Central Valley Advisors, LLC | 5,124 | $1.19M | 0.70% | +5,124 | New |
| Credit Agricole S A | 5,181 | $1.20M | 0.02% | +3,081+146.7% | Added |
| Todd Asset Management LLC | 5,208 | $1.21M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,215 | $1.21M | 0.01% | +397+8.2% | Added |
| Atria Wealth Solutions, Inc. | 5,230 | $1.21M | 0.02% | −168−3.1% | Reduced |
| Fisher Asset Management, LLC | 5,239 | $1.21M | 0.00% | −412−7.3% | Reduced |
| Partners Capital Investment Group, LLP | 5,283 | $1.22M | 0.03% | +191+3.8% | Added |
| Fairbanks Capital Management, Inc. | 5,367 | $1.24M | 0.89% | +284+5.6% | Added |
| Herold Advisors, Inc. | 5,400 | $1.25M | 0.35% | −200−3.6% | Reduced |
| Foresight Global Investors, Inc. | 5,413 | $1.25M | 0.72% | −762−12.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.26M | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 5,442 | $1.26M | 0.03% | −1,546−22.1% | Reduced |
| Kestra Advisory Services, LLC | 5,496 | $1.27M | 0.01% | +152+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,598 | $1.30M | 0.00% | −65,300−92.1% | Reduced |
| Harbert Fund Advisors, Inc. | 5,625 | $1.30M | 0.89% | −14,375−71.9% | Reduced |
| PFG Advisors | 5,680 | $1.31M | 0.11% | −73−1.3% | Reduced |
| Everence Capital Management Inc | 5,698 | $1.32M | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,752 | $1.33M | 0.25% | +1,011+21.3% | Added |
| Natixis Investment Managers International | 5,755 | $1.33M | 0.09% | +1,100+23.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,797 | $1.34M | 0.04% | +17+0.3% | Added |
| Gotham Asset Management, LLC | 5,839 | $1.35M | 0.03% | −14,546−71.4% | Reduced |
| Quantinno Capital Management LP | 5,885 | $1.36M | 0.05% | +2,869+95.1% | Added |
| O'Shaughnessy Asset Management, LLC | 5,988 | $1.39M | 0.02% | +1,320+28.3% | Added |
| Aquila Investment Management LLC | 6,000 | $1.39M | 1.20% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,686 | $1.41M | 0.04% | −20,519−75.4% | Reduced |
| Wolverine Trading, LLC | 6,176 | $1.43M | 0.01% | +6,176 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.43M | 0.26% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,205 | $1.44M | 0.07% | −25−0.4% | Reduced |
| Fifth Third Bancorp | 6,258 | $1.45M | 0.01% | −4,695−42.9% | Reduced |
| GAM Holding AG | 6,365 | $1.47M | 0.11% | 00.0% | Unchanged |