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 |
|---|---|---|---|---|---|
| PGGM Investments | 6,398 | $1.48M | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,439 | $1.49M | 0.10% | +32+0.5% | Added |
| Byrne Asset Management LLC | 6,428 | $1.49M | 1.14% | −123−1.9% | Reduced |
| Boston Financial Mangement LLC | 6,444 | $1.49M | 0.05% | −39−0.6% | Reduced |
| First Hawaiian Bank | 6,459 | $1.49M | 0.05% | −1,654−20.4% | Reduced |
| Norinchukin Bank, The | 6,478 | $1.50M | 0.04% | −705−9.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,524 | $1.51M | 0.11% | −269−4.0% | Reduced |
| L2 Asset Management, LLC | 6,559 | $1.52M | 0.62% | +6,542+38,482.4% | Added |
| Concurrent Investment Advisors, LLC | 6,559 | $1.52M | 0.07% | +6,559 | New |
| World Equity Group, Inc. | 6,569 | $1.52M | 0.30% | −164−2.4% | Reduced |
| Carmel Capital Partners, LLC | 6,610 | $1.53M | 0.78% | +67+1.0% | Added |
| E. Ohman J:or Asset Management AB | 6,701 | $1.55M | 0.06% | −1,600−19.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,707 | $1.55M | 0.03% | −32−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 6,732 | $1.56M | 0.04% | −1,108−14.1% | Reduced |
| Blair William & Co | 6,806 | $1.57M | 0.01% | −1,106−14.0% | Reduced |
| Smith, Salley & Associates | 6,827 | $1.58M | 0.10% | +340+5.2% | Added |
| Panagora Asset Management Inc | 6,876 | $1.59M | 0.01% | −78−1.1% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.59M | 0.20% | 00.0% | Unchanged |
| NBT Bank N A | 6,915 | $1.60M | 0.13% | +432+6.7% | Added |
| HF Advisory Group, LLC | 6,975 | $1.61M | 1.03% | +505+7.8% | Added |
| Clarkston Capital Partners, LLC | 7,000 | $1.62M | 0.03% | +7,000 | New |
| Suvretta Capital Management, LLC | 7,175 | $1.66M | 0.08% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,185 | $1.66M | 0.77% | +739+11.5% | Added |
| Groupama Asset Managment | 7,269 | $1.68M | 0.04% | +7,269 | New |
| BOK Financial Private Wealth, Inc. | 7,367 | $1.70M | 0.14% | −709−8.8% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.71M | 1.07% | 00.0% | Unchanged |
| Natixis | 7,408 | $1.71M | 0.01% | −31,198−80.8% | Reduced |
| Metropolitan Life Insurance Co | 7,454 | $1.72M | 0.08% | −122−1.6% | Reduced |
| Unique Wealth Strategies, LLC | 7,956 | $1.84M | 1.23% | +7,956 | New |
| Consolidated Planning Corp | 8,008 | $1.85M | 0.35% | +660+9.0% | Added |
| Copperleaf Capital, LLC | 8,037 | $1.86M | 1.89% | −218−2.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,095 | $1.87M | 0.16% | +849+11.7% | Added |
| Metis Global Partners, LLC | 8,258 | $1.91M | 0.08% | +331+4.2% | Added |
| Bellevue Group AG | 8,260 | $1.91M | 0.03% | −146,960−94.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,184 | $1.91M | 0.02% | −7,475−44.9% | Reduced |
| Cape Investment Advisory, Inc. | 8,269 | $1.91M | 0.94% | +92+1.1% | Added |
| First Business Financial Services, Inc. | 8,395 | $1.94M | 0.23% | +214+2.6% | Added |
| Teacher Retirement System of Texas | 8,421 | $1.95M | 0.01% | −5,957−41.4% | Reduced |
| Advisory Services Network, LLC | 8,504 | $1.97M | 0.05% | −3,883−31.3% | Reduced |
| Maia Wealth LLC | 8,548 | $1.98M | 0.80% | +8,548 | New |
| Captrust Financial Advisors | 8,556 | $1.98M | 0.01% | +23+0.3% | Added |
| Parallel Advisors, LLC | 8,593 | $1.99M | 0.06% | −531−5.8% | Reduced |
| Global Retirement Partners, LLC | 9,609 | $2.04M | 0.09% | +176+1.9% | Added |
| Cetera Investment Advisers | 8,875 | $2.05M | 0.02% | −429−4.6% | Reduced |
| Veriti Management LLC | 9,056 | $2.10M | 0.19% | +2,009+28.5% | Added |
| D.A. Davidson & Co. | 9,167 | $2.12M | 0.02% | −7,195−44.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,206 | $2.13M | 0.08% | +9,206 | New |
| Icon Advisers Inc | 9,238 | $2.14M | 0.49% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 9,314 | $2.16M | 0.00% | −231,001−96.1% | Reduced |
| Voya Financial Advisors, Inc. | 9,378 | $2.18M | 0.26% | −19−0.2% | Reduced |
| Wunderlich Capital Managemnt | 9,532 | $2.21M | 0.99% | −131−1.4% | Reduced |
| Stonebridge Capital Advisors LLC | 9,536 | $2.21M | 0.22% | +118+1.3% | Added |
| Keybank National Association | 9,696 | $2.24M | 0.01% | +1,003+11.5% | Added |
| New Mexico Educational Retirement Board | 9,700 | $2.24M | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 9,800 | $2.27M | 0.10% | −6,100−38.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,882 | $2.29M | 0.04% | −2,259−18.6% | Reduced |
| Vestcor Inc | 9,892 | $2.29M | 0.08% | −49−0.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $2.31M | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 10,000 | $2.33M | 1.00% | 00.0% | Unchanged |
| Ossiam | 10,119 | $2.34M | 0.04% | +784+8.4% | Added |
| Arvest Investments, Inc. | 10,125 | $2.34M | 0.38% | +10,125 | New |
| HealthInvest Partners AB | 10,340 | $2.39M | 1.87% | +10,340 | New |
| Sumitomo Life Insurance Co | 10,658 | $2.47M | 0.08% | −342−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 10,708 | $2.48M | 0.02% | −2,167−16.8% | Reduced |
| Banque Pictet & Cie SA | 10,750 | $2.49M | 0.03% | −693−6.1% | Reduced |
| Archford Capital Strategies, LLC | 10,786 | $2.50M | 0.46% | +495+4.8% | Added |
| Engineers Gate Manager LP | 10,821 | $2.50M | 0.07% | +5,843+117.4% | Added |
| Louisiana State Employees Retirement System | 11,100 | $2.57M | 0.05% | −200−1.8% | Reduced |
| Greenup Street Wealth Management LLC | 11,132 | $2.58M | 0.72% | −303−2.6% | Reduced |
| Mercer Global Advisors Inc | 11,134 | $2.58M | 0.01% | +965+9.5% | Added |
| Pinkerton Retirement Specialists, LLC | 11,134 | $2.58M | 0.50% | −1,528−12.1% | Reduced |
| PEAK6 Investments LLC | 11,139 | $2.58M | 0.11% | +11,139 | New |
| Silvercrest Asset Management Group LLC | 11,266 | $2.61M | 0.02% | +1,781+18.8% | Added |
| Jag Capital Management, LLC | 11,401 | $2.64M | 0.40% | +49+0.4% | Added |
| Paradiem, LLC | 11,486 | $2.66M | 0.74% | −7,981−41.0% | Reduced |
| Geneos Wealth Management Inc. | 11,489 | $2.66M | 0.13% | +157+1.4% | Added |
| Securian Asset Management, Inc | 11,606 | $2.69M | 0.08% | −1,535−11.7% | Reduced |
| Parsons Capital Management Inc | 11,616 | $2.69M | 0.19% | −519−4.3% | Reduced |
| Citizens Business Bank | 11,808 | $2.73M | 0.60% | −695−5.6% | Reduced |
| Semmax Financial Advisors Inc. | 12,744 | $2.74M | 1.00% | +1,139+9.8% | Added |
| Steinberg Asset Management LLC | 11,908 | $2.76M | 2.43% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,002 | $2.78M | 0.16% | +7,030+141.4% | Added |
| JustInvest LLC | 12,015 | $2.78M | 0.07% | +1,272+11.8% | Added |
| WealthShield Partners, LLC | 12,064 | $2.79M | 0.46% | +3,218+36.4% | Added |
| Raymond James Trust N.A. | 12,149 | $2.81M | 0.07% | +647+5.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,243 | $2.83M | 0.01% | −613−4.8% | Reduced |
| Eversept Partners, LP | 12,263 | $2.84M | 0.28% | −10,778−46.8% | Reduced |
| Hartford Investment Management Co | 12,344 | $2.86M | 0.11% | −138−1.1% | Reduced |
| Walleye Trading LLC | 12,414 | $2.87M | 0.04% | −15,257−55.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,527 | $2.90M | 0.00% | +5,416+76.2% | Added |
| Richard Bernstein Advisors LLC | 12,609 | $2.92M | 0.06% | +1,236+10.9% | Added |
| Banque Cantonale Vaudoise | 12,670 | $2.93M | 0.13% | +7,174+130.5% | Added |
| Moreno Evelyn V | 12,860 | $2.98M | 1.40% | −8,165−38.8% | Reduced |
| Otter Creek Advisors, LLC | 13,078 | $3.03M | 2.59% | +5,765+78.8% | Added |
| Crossmark Global Holdings, Inc. | 13,266 | $3.07M | 0.06% | −305−2.2% | Reduced |
| Providence Capital Advisors, LLC | 13,309 | $3.08M | 0.74% | +11+0.1% | Added |
| Harrell Investment Partners, LLC | 13,315 | $3.08M | 0.96% | −838−5.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,393 | $3.10M | 0.59% | +1,292+10.7% | Added |
| Oppenheimer Asset Management Inc. | 13,594 | $3.15M | 0.04% | −791−5.5% | Reduced |
| Graphene Investments SAS | 13,600 | $3.15M | 2.04% | −1,700−11.1% | Reduced |