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 | 940 | $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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 13,850 | $3.20M | 0.02% | −7,496−35.1% | Reduced |
| Maryland State Retirement & Pension System | 14,078 | $3.26M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,293 | $3.31M | 0.06% | +180+1.3% | Added |
| Pacer Advisors, Inc. | 14,413 | $3.33M | 0.01% | −25,124−63.5% | Reduced |
| Mariner, LLC | 14,444 | $3.34M | 0.01% | −122−0.8% | Reduced |
| Invera Wealth Advisors, LLC | 14,478 | $3.35M | 2.10% | +14,478 | New |
| Fairhaven Wealth Management, LLC | 14,565 | $3.37M | 1.23% | +632+4.5% | Added |
| Kentucky Retirement Systems | 14,652 | $3.39M | 0.11% | −563−3.7% | Reduced |
| Meridian Wealth Advisors, LLC | 14,847 | $3.44M | 0.75% | +768+5.5% | Added |
| Ethic Inc. | 15,066 | $3.49M | 0.10% | +562+3.9% | Added |
| Pathstone Holdings, LLC | 15,179 | $3.51M | 0.02% | +15,179 | New |
| Pinebridge Investments, L.P. | 15,366 | $3.56M | 0.03% | +3,639+31.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,621 | $3.61M | 0.08% | +4,195+36.7% | Added |
| Thompson Siegel & Walmsley LLC | 15,700 | $3.63M | 0.06% | −2,200−12.3% | Reduced |
| Macquarie Group Ltd | 15,797 | $3.66M | 0.00% | +5,739+57.1% | Added |
| Teachers Retirement System of the State of Kentucky | 15,878 | $3.67M | 0.03% | −51,104−76.3% | Reduced |
| Creative Planning | 15,930 | $3.69M | 0.01% | −746−4.5% | Reduced |
| Elo Mutual Pension Insurance Co | 15,988 | $3.70M | 0.10% | +444+2.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,302 | $3.77M | 0.25% | −37,355−69.6% | Reduced |
| Sectoral Asset Management Inc | 16,600 | $3.84M | 1.65% | −2,400−12.6% | Reduced |
| Tranquility Partners, LLC | 16,628 | $3.85M | 1.61% | −1,469−8.1% | Reduced |
| Bokf, NA | 16,681 | $3.86M | 0.08% | −4,732−22.1% | Reduced |
| Simplex Trading, LLC | 16,813 | $3.89M | 0.12% | +10,912+184.9% | Added |
| CI Private Wealth, LLC | 17,216 | $3.98M | 0.01% | −639−3.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,405 | $4.03M | 2.07% | +210+1.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 17,578 | $4.07M | 1.29% | −125−0.7% | Reduced |
| Atria Investments LLC | 17,579 | $4.07M | 0.06% | −2,077−10.6% | Reduced |
| Argent Trust Co | 17,706 | $4.10M | 0.20% | +182+1.0% | Added |
| Ieq Capital, LLC | 18,424 | $4.26M | 0.07% | +1,209+7.0% | Added |
| US Bancorp | 18,533 | $4.29M | 0.01% | +117+0.6% | Added |
| Rafferty Asset Management, LLC | 18,637 | $4.31M | 0.02% | −2,176−10.5% | Reduced |
| Reliant Investment Management, LLC | 18,995 | $4.40M | 2.24% | −305−1.6% | Reduced |
| GWM Advisors LLC | 19,331 | $4.40M | 0.04% | −1,318−6.4% | Reduced |
| Cullen Investment Group, Ltd. | 19,200 | $4.44M | 0.78% | +19,200 | New |
| Schroder Investment Management Group | 19,424 | $4.49M | 0.01% | +772+4.1% | Added |
| Spears Abacus Advisors LLC | 19,428 | $4.50M | 0.36% | +902+4.9% | Added |
| CWM Advisors, LLC | 19,436 | $4.50M | 0.49% | −252−1.3% | Reduced |
| EFG Asset Management (North America) Corp. | 19,645 | $4.55M | 0.86% | +133+0.7% | Added |
| Gulf International Bank (UK) Ltd | 19,947 | $4.62M | 0.13% | −1,668−7.7% | Reduced |
| Varma Mutual Pension Insurance Co | 20,100 | $4.65M | 0.05% | −19,900−49.8% | Reduced |
| Titan Global Capital Management USA LLC | 20,306 | $4.70M | 0.96% | −820−3.9% | Reduced |
| Prudential PLC | 20,594 | $4.77M | 0.05% | +14,284+226.4% | Added |
| Resources Investment Advisors, LLC. | 20,764 | $4.80M | 0.08% | +7,122+52.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,023 | $4.86M | 0.02% | −586−2.7% | Reduced |
| British Columbia Investment Management Corp | 21,086 | $4.88M | 0.04% | +4,206+24.9% | Added |
| Tocqueville Asset Management L.P. | 21,211 | $4.91M | 0.09% | −42−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 21,276 | $4.92M | 0.32% | −1,318−5.8% | Reduced |
| Jane Street Group, LLC | 21,302 | $4.93M | 0.01% | −60,091−73.8% | Reduced |
| Ratan Capital Management LP | 21,342 | $4.94M | 3.22% | +18,000+538.6% | Added |
| Cresset Asset Management, LLC | 21,433 | $4.96M | 0.03% | −22,690−51.4% | Reduced |
| Principal Securities, Inc. | 21,504 | $4.98M | 0.19% | +21,504 | New |
| Tredje AP-fonden | 21,603 | $5.00M | 0.06% | 00.0% | Unchanged |
| L1 Capital International Pty Ltd | 21,655 | $5.01M | 2.63% | +21,655 | New |
| CIBC World Markets Inc. | 21,764 | $5.04M | 0.01% | +639+3.0% | Added |
| Deltec Asset Management LLC | 21,983 | $5.09M | 1.14% | −3,500−13.7% | Reduced |
| iA Global Asset Management Inc. | 22,265 | $5.15M | 0.12% | +3,639+19.5% | Added |
| Commonwealth Equity Services, LLC | 22,309 | $5.16M | 0.01% | +1,556+7.5% | Added |
| Davenport & Co LLC | 22,621 | $5.23M | 0.04% | +1,142+5.3% | Added |
| WCG Wealth Advisors LLC | 23,197 | $5.37M | 0.39% | −2,652−10.3% | Reduced |
| CIBC World Markets Corp | 23,577 | $5.46M | 0.03% | +13,470+133.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,157 | $5.59M | 0.12% | +5,609+30.2% | Added |
| Appleton Partners Inc | 24,181 | $5.59M | 0.45% | +2,640+12.3% | Added |
| Nemes Rush Group LLC | 24,404 | $5.65M | 0.91% | +938+4.0% | Added |
| Mutual of America Capital Management LLC | 24,567 | $5.68M | 0.07% | −1,123−4.4% | Reduced |
| Globeflex Capital L P | 24,593 | $5.69M | 0.58% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 24,637 | $5.70M | 0.10% | −2,298−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,729 | $5.71M | 0.07% | +409+1.7% | Added |
| Montag A & Associates Inc | 24,976 | $5.78M | 0.32% | −698−2.7% | Reduced |
| WS Portfolio Advisory, LLC | 25,001 | $5.78M | 1.07% | −22,692−47.6% | Reduced |
| National Bank of Canada | 25,471 | $5.86M | 0.01% | −32,070−55.7% | Reduced |
| SG Americas Securities, LLC | 25,418 | $5.88M | 0.06% | +15,923+167.7% | Added |
| Worldquant Millennium Advisors LLC | 25,427 | $5.88M | 0.08% | +25,427 | New |
| New York Life Investment Management LLC | 25,923 | $6.00M | 0.06% | −2,450−8.6% | Reduced |
| Jackson Square Partners, LLC | 25,979 | $6.01M | 0.20% | −3,203−11.0% | Reduced |
| Cinctive Capital Management LP | 26,277 | $6.08M | 0.43% | +26,277 | New |
| Yousif Capital Management, LLC | 26,542 | $6.14M | 0.07% | −1,072−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 26,868 | $6.22M | 0.08% | +16,967+171.4% | Added |
| AE Wealth Management LLC | 29,280 | $6.33M | 0.03% | −4,080−12.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,547 | $6.37M | 0.09% | +182+0.7% | Added |
| Swiss Life Asset Management Ltd | 27,626 | $6.40M | 0.08% | +10,210+58.6% | Added |
| State of Alaska, Department of Revenue | 29,002 | $6.71M | 0.08% | −1,985−6.4% | Reduced |
| Callahan Advisors, LLC | 29,205 | $6.76M | 0.78% | −463−1.6% | Reduced |
| Picton Mahoney Asset Management | 29,938 | $6.92M | 0.32% | −1,633−5.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 30,190 | $6.99M | 0.90% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,230 | $6.99M | 0.01% | −8,528−22.0% | Reduced |
| ProShare Advisors LLC | 30,671 | $7.10M | 0.02% | −2,609−7.8% | Reduced |
| Achmea Investment Management B.V. | 30,706 | $7.11M | 0.15% | +14,186+85.9% | Added |
| Marks Group Wealth Management, Inc | 30,807 | $7.13M | 0.81% | +259+0.8% | Added |
| Vision Capital Management, Inc. | 31,104 | $7.20M | 1.12% | +42+0.1% | Added |
| Millennium Management LLC | 31,420 | $7.27M | 0.01% | −147,924−82.5% | Reduced |
| Utah Retirement Systems | 31,559 | $7.30M | 0.09% | −200−0.6% | Reduced |
| USS Investment Management Ltd | 31,958 | $7.39M | 0.07% | −4,100−11.4% | Reduced |
| Czech National Bank | 32,072 | $7.42M | 0.11% | +67+0.2% | Added |
| Sendero Wealth Management, LLC | 32,893 | $7.61M | 1.43% | +11,835+56.2% | Added |
| Corsair Capital Management, L.P. | 33,945 | $7.85M | 2.52% | −24,510−41.9% | Reduced |
| Calamos Wealth Management LLC | 34,189 | $7.91M | 0.50% | −161−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,330 | $7.94M | 0.25% | +127+0.4% | Added |
| Bank of Nova Scotia | 34,517 | $7.98M | 0.01% | −15,939−31.6% | Reduced |
| Daiwa Securities Group Inc. | 34,983 | $8.09M | 0.05% | +3,908+12.6% | Added |
| Thrivent Financial for Lutherans | 35,019 | $8.10M | 0.02% | −976−2.7% | Reduced |