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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 35,116 | $8.13M | 0.03% | −634−1.8% | Reduced |
| First American Trust, FSB | 35,198 | $8.14M | 1.01% | +461+1.3% | Added |
| Boston Private Wealth LLC | 35,443 | $8.20M | 0.20% | −12,854−26.6% | Reduced |
| Park West Asset Management LLC | 36,250 | $8.39M | 0.82% | −15,400−29.8% | Reduced |
| Motco | 36,324 | $8.40M | 0.54% | +320+0.9% | Added |
| Logan Capital Management Inc | 36,550 | $8.46M | 0.39% | −2,423−6.2% | Reduced |
| Telos Capital Management, Inc. | 36,913 | $8.54M | 1.04% | +215+0.6% | Added |
| IFM Investors Pty Ltd | 37,245 | $8.62M | 0.10% | 00.0% | Unchanged |
| Forte Capital LLC | 37,650 | $8.71M | 1.19% | −1,920−4.9% | Reduced |
| Texas Permanent School Fund | 37,801 | $8.75M | 0.08% | −28−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,156 | $8.83M | 0.11% | −3,609−8.6% | Reduced |
| Running Oak Capital LLC | 38,475 | $8.90M | 1.75% | +6,446+20.1% | Added |
| Two Sigma Advisers, LP | 38,700 | $8.95M | 0.02% | −148,400−79.3% | Reduced |
| Martingale Asset Management L P | 39,468 | $9.13M | 0.19% | −15,131−27.7% | Reduced |
| NFJ Investment Group, LLC | 39,828 | $9.22M | 0.26% | −7,242−15.4% | Reduced |
| Xponance, Inc. | 40,060 | $9.27M | 0.11% | −822−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,101 | $9.28M | 0.07% | +3,281+8.9% | Added |
| Gradient Investments LLC | 40,122 | $9.28M | 0.22% | −21,008−34.4% | Reduced |
| Comerica Bank | 40,279 | $9.32M | 0.04% | +1,722+4.5% | Added |
| Retirement Systems of Alabama | 40,357 | $9.34M | 0.04% | −1,048−2.5% | Reduced |
| Generate Investment Management Ltd | 40,824 | $9.45M | 0.82% | +40,824 | New |
| Nippon Life Global Investors Americas, Inc. | 41,400 | $9.58M | 0.53% | −2,120−4.9% | Reduced |
| GDS Wealth Management | 41,595 | $9.62M | 1.30% | +5,244+14.4% | Added |
| Mackenzie Financial Corp | 41,728 | $9.66M | 0.01% | +178+0.4% | Added |
| AXA S.A. | 42,826 | $9.91M | 0.03% | −2,101−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 43,380 | $10.0M | 0.01% | +1,943+4.7% | Added |
| Addenda Capital Inc. | 44,346 | $10.3M | 0.40% | −344−0.8% | Reduced |
| Rhenman & Partners Asset Management AB | 45,000 | $10.4M | 1.04% | −2,000−4.3% | Reduced |
| Storebrand Asset Management AS | 45,615 | $10.6M | 0.04% | +273+0.6% | Added |
| Amalgamated Bank | 45,945 | $10.6M | 0.08% | −2,367−4.9% | Reduced |
| Brinker Capital Investments, LLC | 48,903 | $11.0M | 0.13% | −10,784−18.1% | Reduced |
| Orion Portfolio Solutions, LLC | 48,903 | $11.0M | 0.13% | −10,784−18.1% | Reduced |
| Exencial Wealth Advisors, LLC | 47,404 | $11.0M | 0.45% | +748+1.6% | Added |
| Nomura Asset Management Co Ltd | 48,057 | $11.1M | 0.05% | +954+2.0% | Added |
| Sawtooth Solutions, LLC | 48,577 | $11.2M | 0.31% | −8,830−15.4% | Reduced |
| Bleakley Financial Group, LLC | 48,586 | $11.2M | 0.36% | −8,821−15.4% | Reduced |
| Curi Capital | 48,829 | $11.3M | 1.56% | −6,088−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 49,140 | $11.4M | 0.02% | −23,996−32.8% | Reduced |
| Middleton & Co Inc | 49,215 | $11.4M | 1.42% | −597−1.2% | Reduced |
| Andra AP-fonden | 50,000 | $11.6M | 0.61% | −1,200−2.3% | Reduced |
| Chilton Capital Management LLC | 50,050 | $11.6M | 0.59% | −28,731−36.5% | Reduced |
| State of Michigan Retirement System | 50,094 | $11.6M | 0.07% | −100−0.2% | Reduced |
| American International Group, Inc. | 50,309 | $11.6M | 0.05% | −318−0.6% | Reduced |
| Gratus Capital LLC | 50,344 | $11.6M | 0.66% | −655−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 50,626 | $11.7M | 0.13% | +6,800+15.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,806 | $11.8M | 0.15% | −6,667−11.6% | Reduced |
| Sheets Smith Wealth Management | 50,880 | $11.8M | 1.67% | −445−0.9% | Reduced |
| MetLife Investment Management | 51,378 | $11.9M | 0.09% | −1,058−2.0% | Reduced |
| Arizona State Retirement System | 51,521 | $11.9M | 0.09% | −999−1.9% | Reduced |
| Susquehanna International Group, LLP | 54,700 | $12.7M | 0.02% | −46,047−45.7% | Reduced |
| SEI Investments Co | 55,249 | $12.8M | 0.02% | −39,499−41.7% | Reduced |
| Cetera Advisor Networks LLC | 55,616 | $12.9M | 0.07% | −411−0.7% | Reduced |
| Forsta Ap-Fonden | 56,300 | $13.0M | 0.13% | +6,600+13.3% | Added |
| Kelly Lawrence W & Associates Inc | 57,196 | $13.2M | 3.18% | +430+0.8% | Added |
| GYL Financial Synergies, LLC | 57,337 | $13.3M | 1.10% | −1,014−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 57,631 | $13.3M | 0.17% | +55,627+2,775.8% | Added |
| Toronto Dominion Bank | 58,908 | $13.6M | 0.02% | −16,224−21.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,366 | $13.7M | 0.06% | −211,950−78.1% | Reduced |
| Twinbeech Capital LP | 60,572 | $14.0M | 0.23% | +60,572 | New |
| Credential Qtrade Securities Inc. | 65,985 | $15.3M | 0.91% | +928+1.4% | Added |
| Montag & Caldwell, LLC | 66,068 | $15.3M | 2.67% | −43,518−39.7% | Reduced |
| Baird Financial Group, Inc. | 66,532 | $15.4M | 0.04% | +51+0.1% | Added |
| APG Asset Management US Inc. | 67,538 | $15.6M | 0.10% | +67,538 | New |
| Nixon Peabody Trust Co | 68,585 | $15.9M | 1.78% | +58,839+603.7% | Added |
| Moran Wealth Management, LLC | 68,661 | $15.9M | 0.57% | −2,033−2.9% | Reduced |
| Assenagon Asset Management S.A. | 69,224 | $16.0M | 0.05% | +61,333+777.3% | Added |
| Heritage Investors Management Corp | 70,460 | $16.3M | 0.62% | +1,813+2.6% | Added |
| McGuire Investment Group, LLC | 73,736 | $17.1M | 2.85% | +601+0.8% | Added |
| Community Trust & Investment Co | 74,447 | $17.2M | 1.32% | +495+0.7% | Added |
| Commerce Bank | 75,449 | $17.5M | 0.12% | −3,534−4.5% | Reduced |
| Asset Management One Co.,Ltd. | 75,012 | $17.5M | 0.07% | −817−1.1% | Reduced |
| Ci Investments Inc. | 77,458 | $17.9M | 0.09% | +47+0.1% | Added |
| Eastern Bank | 77,730 | $18.0M | 0.82% | +764+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 77,977 | $18.0M | 0.33% | −108−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,599 | $18.4M | 0.07% | +1,206+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 81,028 | $18.7M | 2.51% | −6,825−7.8% | Reduced |
| Vontobel Holding Ltd. | 81,714 | $18.9M | 0.16% | −4,285−5.0% | Reduced |
| Pictet Asset Management Holding SA | 82,005 | $19.0M | 0.02% | −2,190−2.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 82,064 | $19.0M | 0.08% | +39,712+93.8% | Added |
| Dana Investment Advisors, Inc. | 82,801 | $19.2M | 0.92% | −13,020−13.6% | Reduced |
| Treasurer of the State of North Carolina | 83,376 | $19.3M | 0.09% | −255−0.3% | Reduced |
| Whittier Trust Co | 84,749 | $19.6M | 0.32% | +964+1.2% | Added |
| Polar Capital Holdings Plc | 84,967 | $19.7M | 0.14% | −12,494−12.8% | Reduced |
| LPL Financial LLC | 85,009 | $19.7M | 0.01% | +2,919+3.6% | Added |
| Nicholas Company, Inc. | 86,001 | $19.9M | 0.35% | −100.0% | Reduced |
| Calamos Advisors LLC | 86,501 | $20.0M | 0.10% | −28,715−24.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,600 | $20.0M | 0.18% | −3,300−3.7% | Reduced |
| State of Tennessee, Treasury Department | 86,935 | $20.1M | 0.08% | −13,277−13.2% | Reduced |
| Russell Investments Group, Ltd. | 88,118 | $20.4M | 0.04% | −15,691−15.1% | Reduced |
| Philadelphia Trust Co | 88,520 | $20.5M | 1.92% | +330+0.4% | Added |
| Stack Financial Management, Inc | 90,702 | $21.0M | 2.37% | −1,241−1.3% | Reduced |
| Erste Asset Management GmbH | 92,552 | $21.5M | 0.31% | +1,740+1.9% | Added |
| Public Employees Retirement System of Ohio | 93,377 | $21.6M | 0.09% | +4,211+4.7% | Added |
| Victory Capital Management Inc | 94,670 | $21.9M | 0.02% | −10,493−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 94,971 | $22.0M | 0.21% | −502−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 95,018 | $22.0M | 1.56% | +4,147+4.6% | Added |
| Korea Investment CORP | 98,330 | $22.8M | 0.06% | +1,909+2.0% | Added |
| TD Asset Management Inc | 98,446 | $22.8M | 0.02% | −106,743−52.0% | Reduced |
| Arvest Trust Co N A | 98,795 | $22.9M | 1.38% | −2,381−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 100,606 | $23.3M | 0.05% | −3,777−3.6% | Reduced |