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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 65,985 | $15.3M | 0.91% | +928+1.4% | Added |
| Twinbeech Capital LP | 60,572 | $14.0M | 0.23% | +60,572 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 59,366 | $13.7M | 0.06% | −211,950−78.1% | Reduced |
| Toronto Dominion Bank | 58,908 | $13.6M | 0.02% | −16,224−21.6% | Reduced |
| Sequoia Financial Advisors, LLC | 57,631 | $13.3M | 0.17% | +55,627+2,775.8% | Added |
| GYL Financial Synergies, LLC | 57,337 | $13.3M | 1.10% | −1,014−1.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 57,196 | $13.2M | 3.18% | +430+0.8% | Added |
| Forsta Ap-Fonden | 56,300 | $13.0M | 0.13% | +6,600+13.3% | Added |
| Cetera Advisor Networks LLC | 55,616 | $12.9M | 0.07% | −411−0.7% | Reduced |
| SEI Investments Co | 55,249 | $12.8M | 0.02% | −39,499−41.7% | Reduced |
| Susquehanna International Group, LLP | 54,700 | $12.7M | 0.02% | −46,047−45.7% | Reduced |
| Arizona State Retirement System | 51,521 | $11.9M | 0.09% | −999−1.9% | Reduced |
| MetLife Investment Management | 51,378 | $11.9M | 0.09% | −1,058−2.0% | Reduced |
| Sheets Smith Wealth Management | 50,880 | $11.8M | 1.67% | −445−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,806 | $11.8M | 0.15% | −6,667−11.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 50,626 | $11.7M | 0.13% | +6,800+15.5% | Added |
| Gratus Capital LLC | 50,344 | $11.6M | 0.66% | −655−1.3% | Reduced |
| American International Group, Inc. | 50,309 | $11.6M | 0.05% | −318−0.6% | Reduced |
| State of Michigan Retirement System | 50,094 | $11.6M | 0.07% | −100−0.2% | Reduced |
| Chilton Capital Management LLC | 50,050 | $11.6M | 0.59% | −28,731−36.5% | Reduced |
| Andra AP-fonden | 50,000 | $11.6M | 0.61% | −1,200−2.3% | Reduced |
| Middleton & Co Inc | 49,215 | $11.4M | 1.42% | −597−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 49,140 | $11.4M | 0.02% | −23,996−32.8% | Reduced |
| Curi Capital | 48,829 | $11.3M | 1.56% | −6,088−11.1% | Reduced |
| Bleakley Financial Group, LLC | 48,586 | $11.2M | 0.36% | −8,821−15.4% | Reduced |
| Sawtooth Solutions, LLC | 48,577 | $11.2M | 0.31% | −8,830−15.4% | Reduced |
| Nomura Asset Management Co Ltd | 48,057 | $11.1M | 0.05% | +954+2.0% | Added |
| Exencial Wealth Advisors, LLC | 47,404 | $11.0M | 0.45% | +748+1.6% | Added |
| 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 |
| Amalgamated Bank | 45,945 | $10.6M | 0.08% | −2,367−4.9% | Reduced |
| Storebrand Asset Management AS | 45,615 | $10.6M | 0.04% | +273+0.6% | Added |
| Rhenman & Partners Asset Management AB | 45,000 | $10.4M | 1.04% | −2,000−4.3% | Reduced |
| Addenda Capital Inc. | 44,346 | $10.3M | 0.40% | −344−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 43,380 | $10.0M | 0.01% | +1,943+4.7% | Added |
| AXA S.A. | 42,826 | $9.91M | 0.03% | −2,101−4.7% | Reduced |
| Mackenzie Financial Corp | 41,728 | $9.66M | 0.01% | +178+0.4% | Added |
| GDS Wealth Management | 41,595 | $9.62M | 1.30% | +5,244+14.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 41,400 | $9.58M | 0.53% | −2,120−4.9% | Reduced |
| Generate Investment Management Ltd | 40,824 | $9.45M | 0.82% | +40,824 | New |
| Retirement Systems of Alabama | 40,357 | $9.34M | 0.04% | −1,048−2.5% | Reduced |
| Comerica Bank | 40,279 | $9.32M | 0.04% | +1,722+4.5% | Added |
| Gradient Investments LLC | 40,122 | $9.28M | 0.22% | −21,008−34.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,101 | $9.28M | 0.07% | +3,281+8.9% | Added |
| Xponance, Inc. | 40,060 | $9.27M | 0.11% | −822−2.0% | Reduced |
| NFJ Investment Group, LLC | 39,828 | $9.22M | 0.26% | −7,242−15.4% | Reduced |
| Martingale Asset Management L P | 39,468 | $9.13M | 0.19% | −15,131−27.7% | Reduced |
| Two Sigma Advisers, LP | 38,700 | $8.95M | 0.02% | −148,400−79.3% | Reduced |
| Running Oak Capital LLC | 38,475 | $8.90M | 1.75% | +6,446+20.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,156 | $8.83M | 0.11% | −3,609−8.6% | Reduced |
| Texas Permanent School Fund | 37,801 | $8.75M | 0.08% | −28−0.1% | Reduced |
| Forte Capital LLC | 37,650 | $8.71M | 1.19% | −1,920−4.9% | Reduced |
| IFM Investors Pty Ltd | 37,245 | $8.62M | 0.10% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 36,913 | $8.54M | 1.04% | +215+0.6% | Added |
| Logan Capital Management Inc | 36,550 | $8.46M | 0.39% | −2,423−6.2% | Reduced |
| Motco | 36,324 | $8.40M | 0.54% | +320+0.9% | Added |
| Park West Asset Management LLC | 36,250 | $8.39M | 0.82% | −15,400−29.8% | Reduced |
| Boston Private Wealth LLC | 35,443 | $8.20M | 0.20% | −12,854−26.6% | Reduced |
| First American Trust, FSB | 35,198 | $8.14M | 1.01% | +461+1.3% | Added |
| Janney Montgomery Scott LLC | 35,116 | $8.13M | 0.03% | −634−1.8% | Reduced |
| Thrivent Financial for Lutherans | 35,019 | $8.10M | 0.02% | −976−2.7% | Reduced |
| Daiwa Securities Group Inc. | 34,983 | $8.09M | 0.05% | +3,908+12.6% | Added |
| Bank of Nova Scotia | 34,517 | $7.98M | 0.01% | −15,939−31.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,330 | $7.94M | 0.25% | +127+0.4% | Added |
| Calamos Wealth Management LLC | 34,189 | $7.91M | 0.50% | −161−0.5% | Reduced |
| Corsair Capital Management, L.P. | 33,945 | $7.85M | 2.52% | −24,510−41.9% | Reduced |
| Sendero Wealth Management, LLC | 32,893 | $7.61M | 1.43% | +11,835+56.2% | Added |
| Czech National Bank | 32,072 | $7.42M | 0.11% | +67+0.2% | Added |
| USS Investment Management Ltd | 31,958 | $7.39M | 0.07% | −4,100−11.4% | Reduced |
| Utah Retirement Systems | 31,559 | $7.30M | 0.09% | −200−0.6% | Reduced |
| Millennium Management LLC | 31,420 | $7.27M | 0.01% | −147,924−82.5% | Reduced |
| Vision Capital Management, Inc. | 31,104 | $7.20M | 1.12% | +42+0.1% | Added |
| Marks Group Wealth Management, Inc | 30,807 | $7.13M | 0.81% | +259+0.8% | Added |
| Achmea Investment Management B.V. | 30,706 | $7.11M | 0.15% | +14,186+85.9% | Added |
| ProShare Advisors LLC | 30,671 | $7.10M | 0.02% | −2,609−7.8% | Reduced |
| AQR Capital Management LLC | 30,230 | $6.99M | 0.01% | −8,528−22.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 30,190 | $6.99M | 0.90% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 29,938 | $6.92M | 0.32% | −1,633−5.2% | Reduced |
| Callahan Advisors, LLC | 29,205 | $6.76M | 0.78% | −463−1.6% | Reduced |
| State of Alaska, Department of Revenue | 29,002 | $6.71M | 0.08% | −1,985−6.4% | Reduced |
| Swiss Life Asset Management Ltd | 27,626 | $6.40M | 0.08% | +10,210+58.6% | Added |
| Steward Partners Investment Advisory, LLC | 27,547 | $6.37M | 0.09% | +182+0.7% | Added |
| AE Wealth Management LLC | 29,280 | $6.33M | 0.03% | −4,080−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 26,868 | $6.22M | 0.08% | +16,967+171.4% | Added |
| Yousif Capital Management, LLC | 26,542 | $6.14M | 0.07% | −1,072−3.9% | Reduced |
| Cinctive Capital Management LP | 26,277 | $6.08M | 0.43% | +26,277 | New |
| Jackson Square Partners, LLC | 25,979 | $6.01M | 0.20% | −3,203−11.0% | Reduced |
| New York Life Investment Management LLC | 25,923 | $6.00M | 0.06% | −2,450−8.6% | Reduced |
| Worldquant Millennium Advisors LLC | 25,427 | $5.88M | 0.08% | +25,427 | New |
| SG Americas Securities, LLC | 25,418 | $5.88M | 0.06% | +15,923+167.7% | Added |
| National Bank of Canada | 25,471 | $5.86M | 0.01% | −32,070−55.7% | Reduced |
| WS Portfolio Advisory, LLC | 25,001 | $5.78M | 1.07% | −22,692−47.6% | Reduced |
| Montag A & Associates Inc | 24,976 | $5.78M | 0.32% | −698−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,729 | $5.71M | 0.07% | +409+1.7% | Added |
| Abn Amro Investment Solutions | 24,637 | $5.70M | 0.10% | −2,298−8.5% | Reduced |
| Globeflex Capital L P | 24,593 | $5.69M | 0.58% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 24,567 | $5.68M | 0.07% | −1,123−4.4% | Reduced |
| Nemes Rush Group LLC | 24,404 | $5.65M | 0.91% | +938+4.0% | Added |
| Appleton Partners Inc | 24,181 | $5.59M | 0.45% | +2,640+12.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,157 | $5.59M | 0.12% | +5,609+30.2% | Added |