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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 23,577 | $5.46M | 0.03% | +13,470+133.3% | Added |
| WCG Wealth Advisors LLC | 23,197 | $5.37M | 0.39% | −2,652−10.3% | Reduced |
| Davenport & Co LLC | 22,621 | $5.23M | 0.04% | +1,142+5.3% | Added |
| Commonwealth Equity Services, LLC | 22,309 | $5.16M | 0.01% | +1,556+7.5% | Added |
| iA Global Asset Management Inc. | 22,265 | $5.15M | 0.12% | +3,639+19.5% | Added |
| Deltec Asset Management LLC | 21,983 | $5.09M | 1.14% | −3,500−13.7% | Reduced |
| CIBC World Markets Inc. | 21,764 | $5.04M | 0.01% | +639+3.0% | Added |
| L1 Capital International Pty Ltd | 21,655 | $5.01M | 2.63% | +21,655 | New |
| Tredje AP-fonden | 21,603 | $5.00M | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21,504 | $4.98M | 0.19% | +21,504 | New |
| Cresset Asset Management, LLC | 21,433 | $4.96M | 0.03% | −22,690−51.4% | Reduced |
| Ratan Capital Management LP | 21,342 | $4.94M | 3.22% | +18,000+538.6% | Added |
| Jane Street Group, LLC | 21,302 | $4.93M | 0.01% | −60,091−73.8% | Reduced |
| Goelzer Investment Management, Inc. | 21,276 | $4.92M | 0.32% | −1,318−5.8% | Reduced |
| Tocqueville Asset Management L.P. | 21,211 | $4.91M | 0.09% | −42−0.2% | Reduced |
| British Columbia Investment Management Corp | 21,086 | $4.88M | 0.04% | +4,206+24.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,023 | $4.86M | 0.02% | −586−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 20,764 | $4.80M | 0.08% | +7,122+52.2% | Added |
| Prudential PLC | 20,594 | $4.77M | 0.05% | +14,284+226.4% | Added |
| Titan Global Capital Management USA LLC | 20,306 | $4.70M | 0.96% | −820−3.9% | Reduced |
| Varma Mutual Pension Insurance Co | 20,100 | $4.65M | 0.05% | −19,900−49.8% | Reduced |
| Gulf International Bank (UK) Ltd | 19,947 | $4.62M | 0.13% | −1,668−7.7% | Reduced |
| EFG Asset Management (North America) Corp. | 19,645 | $4.55M | 0.86% | +133+0.7% | Added |
| CWM Advisors, LLC | 19,436 | $4.50M | 0.49% | −252−1.3% | Reduced |
| Spears Abacus Advisors LLC | 19,428 | $4.50M | 0.36% | +902+4.9% | Added |
| Schroder Investment Management Group | 19,424 | $4.49M | 0.01% | +772+4.1% | Added |
| Cullen Investment Group, Ltd. | 19,200 | $4.44M | 0.78% | +19,200 | New |
| GWM Advisors LLC | 19,331 | $4.40M | 0.04% | −1,318−6.4% | Reduced |
| Reliant Investment Management, LLC | 18,995 | $4.40M | 2.24% | −305−1.6% | Reduced |
| Rafferty Asset Management, LLC | 18,637 | $4.31M | 0.02% | −2,176−10.5% | Reduced |
| US Bancorp | 18,533 | $4.29M | 0.01% | +117+0.6% | Added |
| Ieq Capital, LLC | 18,424 | $4.26M | 0.07% | +1,209+7.0% | Added |
| Argent Trust Co | 17,706 | $4.10M | 0.20% | +182+1.0% | Added |
| Atria Investments LLC | 17,579 | $4.07M | 0.06% | −2,077−10.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 17,578 | $4.07M | 1.29% | −125−0.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,405 | $4.03M | 2.07% | +210+1.2% | Added |
| CI Private Wealth, LLC | 17,216 | $3.98M | 0.01% | −639−3.6% | Reduced |
| Simplex Trading, LLC | 16,813 | $3.89M | 0.12% | +10,912+184.9% | Added |
| Bokf, NA | 16,681 | $3.86M | 0.08% | −4,732−22.1% | Reduced |
| Tranquility Partners, LLC | 16,628 | $3.85M | 1.61% | −1,469−8.1% | Reduced |
| Sectoral Asset Management Inc | 16,600 | $3.84M | 1.65% | −2,400−12.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,302 | $3.77M | 0.25% | −37,355−69.6% | Reduced |
| Elo Mutual Pension Insurance Co | 15,988 | $3.70M | 0.10% | +444+2.9% | Added |
| Creative Planning | 15,930 | $3.69M | 0.01% | −746−4.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,878 | $3.67M | 0.03% | −51,104−76.3% | Reduced |
| Macquarie Group Ltd | 15,797 | $3.66M | 0.00% | +5,739+57.1% | Added |
| Thompson Siegel & Walmsley LLC | 15,700 | $3.63M | 0.06% | −2,200−12.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,621 | $3.61M | 0.08% | +4,195+36.7% | Added |
| Pinebridge Investments, L.P. | 15,366 | $3.56M | 0.03% | +3,639+31.0% | Added |
| Pathstone Holdings, LLC | 15,179 | $3.51M | 0.02% | +15,179 | New |
| Ethic Inc. | 15,066 | $3.49M | 0.10% | +562+3.9% | Added |
| Meridian Wealth Advisors, LLC | 14,847 | $3.44M | 0.75% | +768+5.5% | Added |
| Kentucky Retirement Systems | 14,652 | $3.39M | 0.11% | −563−3.7% | Reduced |
| Fairhaven Wealth Management, LLC | 14,565 | $3.37M | 1.23% | +632+4.5% | Added |
| Invera Wealth Advisors, LLC | 14,478 | $3.35M | 2.10% | +14,478 | New |
| Mariner, LLC | 14,444 | $3.34M | 0.01% | −122−0.8% | Reduced |
| Pacer Advisors, Inc. | 14,413 | $3.33M | 0.01% | −25,124−63.5% | Reduced |
| Oregon Public Employees Retirement Fund | 14,293 | $3.31M | 0.06% | +180+1.3% | Added |
| Maryland State Retirement & Pension System | 14,078 | $3.26M | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,850 | $3.20M | 0.02% | −7,496−35.1% | Reduced |
| Graphene Investments SAS | 13,600 | $3.15M | 2.04% | −1,700−11.1% | Reduced |
| Oppenheimer Asset Management Inc. | 13,594 | $3.15M | 0.04% | −791−5.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,393 | $3.10M | 0.59% | +1,292+10.7% | Added |
| Harrell Investment Partners, LLC | 13,315 | $3.08M | 0.96% | −838−5.9% | Reduced |
| Providence Capital Advisors, LLC | 13,309 | $3.08M | 0.74% | +11+0.1% | Added |
| Crossmark Global Holdings, Inc. | 13,266 | $3.07M | 0.06% | −305−2.2% | Reduced |
| Otter Creek Advisors, LLC | 13,078 | $3.03M | 2.59% | +5,765+78.8% | Added |
| Moreno Evelyn V | 12,860 | $2.98M | 1.40% | −8,165−38.8% | Reduced |
| Banque Cantonale Vaudoise | 12,670 | $2.93M | 0.13% | +7,174+130.5% | Added |
| Richard Bernstein Advisors LLC | 12,609 | $2.92M | 0.06% | +1,236+10.9% | Added |
| Northwestern Mutual Wealth Management Co | 12,527 | $2.90M | 0.00% | +5,416+76.2% | Added |
| Walleye Trading LLC | 12,414 | $2.87M | 0.04% | −15,257−55.1% | Reduced |
| Hartford Investment Management Co | 12,344 | $2.86M | 0.11% | −138−1.1% | Reduced |
| Eversept Partners, LP | 12,263 | $2.84M | 0.28% | −10,778−46.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,243 | $2.83M | 0.01% | −613−4.8% | Reduced |
| Raymond James Trust N.A. | 12,149 | $2.81M | 0.07% | +647+5.6% | Added |
| WealthShield Partners, LLC | 12,064 | $2.79M | 0.46% | +3,218+36.4% | Added |
| JustInvest LLC | 12,015 | $2.78M | 0.07% | +1,272+11.8% | Added |
| Integrated Advisors Network LLC | 12,002 | $2.78M | 0.16% | +7,030+141.4% | Added |
| Steinberg Asset Management LLC | 11,908 | $2.76M | 2.43% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12,744 | $2.74M | 1.00% | +1,139+9.8% | Added |
| Citizens Business Bank | 11,808 | $2.73M | 0.60% | −695−5.6% | Reduced |
| Parsons Capital Management Inc | 11,616 | $2.69M | 0.19% | −519−4.3% | Reduced |
| Securian Asset Management, Inc | 11,606 | $2.69M | 0.08% | −1,535−11.7% | Reduced |
| Geneos Wealth Management Inc. | 11,489 | $2.66M | 0.13% | +157+1.4% | Added |
| Paradiem, LLC | 11,486 | $2.66M | 0.74% | −7,981−41.0% | Reduced |
| Jag Capital Management, LLC | 11,401 | $2.64M | 0.40% | +49+0.4% | Added |
| Silvercrest Asset Management Group LLC | 11,266 | $2.61M | 0.02% | +1,781+18.8% | Added |
| PEAK6 Investments LLC | 11,139 | $2.58M | 0.11% | +11,139 | New |
| Pinkerton Retirement Specialists, LLC | 11,134 | $2.58M | 0.50% | −1,528−12.1% | Reduced |
| Mercer Global Advisors Inc | 11,134 | $2.58M | 0.01% | +965+9.5% | Added |
| Greenup Street Wealth Management LLC | 11,132 | $2.58M | 0.72% | −303−2.6% | Reduced |
| Louisiana State Employees Retirement System | 11,100 | $2.57M | 0.05% | −200−1.8% | Reduced |
| Engineers Gate Manager LP | 10,821 | $2.50M | 0.07% | +5,843+117.4% | Added |
| Archford Capital Strategies, LLC | 10,786 | $2.50M | 0.46% | +495+4.8% | Added |
| Banque Pictet & Cie SA | 10,750 | $2.49M | 0.03% | −693−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 10,708 | $2.48M | 0.02% | −2,167−16.8% | Reduced |
| Sumitomo Life Insurance Co | 10,658 | $2.47M | 0.08% | −342−3.1% | Reduced |
| HealthInvest Partners AB | 10,340 | $2.39M | 1.87% | +10,340 | New |
| Arvest Investments, Inc. | 10,125 | $2.34M | 0.38% | +10,125 | New |