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 |
|---|---|---|---|---|---|
| Ossiam | 10,119 | $2.34M | 0.04% | +784+8.4% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $2.33M | 1.00% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $2.31M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 9,892 | $2.29M | 0.08% | −49−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 9,882 | $2.29M | 0.04% | −2,259−18.6% | Reduced |
| Cornerstone Advisors, LLC | 9,800 | $2.27M | 0.10% | −6,100−38.4% | Reduced |
| New Mexico Educational Retirement Board | 9,700 | $2.24M | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 9,696 | $2.24M | 0.01% | +1,003+11.5% | Added |
| Stonebridge Capital Advisors LLC | 9,536 | $2.21M | 0.22% | +118+1.3% | Added |
| Wunderlich Capital Managemnt | 9,532 | $2.21M | 0.99% | −131−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 9,378 | $2.18M | 0.26% | −19−0.2% | Reduced |
| Qube Research & Technologies Ltd | 9,314 | $2.16M | 0.00% | −231,001−96.1% | Reduced |
| Icon Advisers Inc | 9,238 | $2.14M | 0.49% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,206 | $2.13M | 0.08% | +9,206 | New |
| D.A. Davidson & Co. | 9,167 | $2.12M | 0.02% | −7,195−44.0% | Reduced |
| Veriti Management LLC | 9,056 | $2.10M | 0.19% | +2,009+28.5% | Added |
| Cetera Investment Advisers | 8,875 | $2.05M | 0.02% | −429−4.6% | Reduced |
| Global Retirement Partners, LLC | 9,609 | $2.04M | 0.09% | +176+1.9% | Added |
| Parallel Advisors, LLC | 8,593 | $1.99M | 0.06% | −531−5.8% | Reduced |
| Captrust Financial Advisors | 8,556 | $1.98M | 0.01% | +23+0.3% | Added |
| Maia Wealth LLC | 8,548 | $1.98M | 0.80% | +8,548 | New |
| Advisory Services Network, LLC | 8,504 | $1.97M | 0.05% | −3,883−31.3% | Reduced |
| Teacher Retirement System of Texas | 8,421 | $1.95M | 0.01% | −5,957−41.4% | Reduced |
| First Business Financial Services, Inc. | 8,395 | $1.94M | 0.23% | +214+2.6% | Added |
| Cape Investment Advisory, Inc. | 8,269 | $1.91M | 0.94% | +92+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,184 | $1.91M | 0.02% | −7,475−44.9% | Reduced |
| Bellevue Group AG | 8,260 | $1.91M | 0.03% | −146,960−94.7% | Reduced |
| Metis Global Partners, LLC | 8,258 | $1.91M | 0.08% | +331+4.2% | Added |
| Pine Valley Investments Ltd Liability Co | 8,095 | $1.87M | 0.16% | +849+11.7% | Added |
| Copperleaf Capital, LLC | 8,037 | $1.86M | 1.89% | −218−2.6% | Reduced |
| Consolidated Planning Corp | 8,008 | $1.85M | 0.35% | +660+9.0% | Added |
| Unique Wealth Strategies, LLC | 7,956 | $1.84M | 1.23% | +7,956 | New |
| Metropolitan Life Insurance Co | 7,454 | $1.72M | 0.08% | −122−1.6% | Reduced |
| Natixis | 7,408 | $1.71M | 0.01% | −31,198−80.8% | Reduced |
| Cunning Capital Partners, LP | 7,400 | $1.71M | 1.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7,367 | $1.70M | 0.14% | −709−8.8% | Reduced |
| Groupama Asset Managment | 7,269 | $1.68M | 0.04% | +7,269 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7,185 | $1.66M | 0.77% | +739+11.5% | Added |
| Suvretta Capital Management, LLC | 7,175 | $1.66M | 0.08% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 7,000 | $1.62M | 0.03% | +7,000 | New |
| HF Advisory Group, LLC | 6,975 | $1.61M | 1.03% | +505+7.8% | Added |
| NBT Bank N A | 6,915 | $1.60M | 0.13% | +432+6.7% | Added |
| Carret Asset Management, LLC | 6,891 | $1.59M | 0.20% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,876 | $1.59M | 0.01% | −78−1.1% | Reduced |
| Smith, Salley & Associates | 6,827 | $1.58M | 0.10% | +340+5.2% | Added |
| Blair William & Co | 6,806 | $1.57M | 0.01% | −1,106−14.0% | Reduced |
| Exchange Traded Concepts, LLC | 6,732 | $1.56M | 0.04% | −1,108−14.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,707 | $1.55M | 0.03% | −32−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 6,701 | $1.55M | 0.06% | −1,600−19.3% | Reduced |
| Carmel Capital Partners, LLC | 6,610 | $1.53M | 0.78% | +67+1.0% | Added |
| World Equity Group, Inc. | 6,569 | $1.52M | 0.30% | −164−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 6,559 | $1.52M | 0.07% | +6,559 | New |
| L2 Asset Management, LLC | 6,559 | $1.52M | 0.62% | +6,542+38,482.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,524 | $1.51M | 0.11% | −269−4.0% | Reduced |
| Norinchukin Bank, The | 6,478 | $1.50M | 0.04% | −705−9.8% | Reduced |
| First Hawaiian Bank | 6,459 | $1.49M | 0.05% | −1,654−20.4% | Reduced |
| Boston Financial Mangement LLC | 6,444 | $1.49M | 0.05% | −39−0.6% | Reduced |
| Byrne Asset Management LLC | 6,428 | $1.49M | 1.14% | −123−1.9% | Reduced |
| Empirical Finance, LLC | 6,439 | $1.49M | 0.10% | +32+0.5% | Added |
| PGGM Investments | 6,398 | $1.48M | 0.02% | 00.0% | Unchanged |
| GAM Holding AG | 6,365 | $1.47M | 0.11% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,258 | $1.45M | 0.01% | −4,695−42.9% | Reduced |
| North Star Asset Management Inc | 6,205 | $1.44M | 0.07% | −25−0.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $1.43M | 0.26% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,176 | $1.43M | 0.01% | +6,176 | New |
| Foundations Investment Advisors, LLC | 6,686 | $1.41M | 0.04% | −20,519−75.4% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.39M | 1.20% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,988 | $1.39M | 0.02% | +1,320+28.3% | Added |
| Quantinno Capital Management LP | 5,885 | $1.36M | 0.05% | +2,869+95.1% | Added |
| Gotham Asset Management, LLC | 5,839 | $1.35M | 0.03% | −14,546−71.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,797 | $1.34M | 0.04% | +17+0.3% | Added |
| Natixis Investment Managers International | 5,755 | $1.33M | 0.09% | +1,100+23.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,752 | $1.33M | 0.25% | +1,011+21.3% | Added |
| Everence Capital Management Inc | 5,698 | $1.32M | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 5,680 | $1.31M | 0.11% | −73−1.3% | Reduced |
| Harbert Fund Advisors, Inc. | 5,625 | $1.30M | 0.89% | −14,375−71.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,598 | $1.30M | 0.00% | −65,300−92.1% | Reduced |
| Kestra Advisory Services, LLC | 5,496 | $1.27M | 0.01% | +152+2.8% | Added |
| Flputnam Investment Management Co | 5,442 | $1.26M | 0.03% | −1,546−22.1% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.26M | 0.03% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 5,413 | $1.25M | 0.72% | −762−12.3% | Reduced |
| Herold Advisors, Inc. | 5,400 | $1.25M | 0.35% | −200−3.6% | Reduced |
| Fairbanks Capital Management, Inc. | 5,367 | $1.24M | 0.89% | +284+5.6% | Added |
| Partners Capital Investment Group, LLP | 5,283 | $1.22M | 0.03% | +191+3.8% | Added |
| Fisher Asset Management, LLC | 5,239 | $1.21M | 0.00% | −412−7.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,230 | $1.21M | 0.02% | −168−3.1% | Reduced |
| Private Advisor Group, LLC | 5,215 | $1.21M | 0.01% | +397+8.2% | Added |
| Todd Asset Management LLC | 5,208 | $1.21M | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 5,181 | $1.20M | 0.02% | +3,081+146.7% | Added |
| Central Valley Advisors, LLC | 5,124 | $1.19M | 0.70% | +5,124 | New |
| Financial Insights, Inc. | 5,088 | $1.18M | 0.37% | +130+2.6% | Added |
| Jump Financial, LLC | 5,084 | $1.18M | 0.04% | −1,986−28.1% | Reduced |
| First Horizon Advisors, Inc. | 5,062 | $1.17M | 0.04% | −5−0.1% | Reduced |
| Squarepoint Ops LLC | 4,962 | $1.15M | 0.00% | −77,547−94.0% | Reduced |
| Papp L Roy & Associates | 4,919 | $1.14M | 0.14% | −30−0.6% | Reduced |
| Shell Asset Management Co | 4,904 | $1.14M | 0.05% | +4,904 | New |
| QRG Capital Management, Inc. | 4,879 | $1.13M | 0.02% | +603+14.1% | Added |
| Davy Global Fund Management Ltd | 4,814 | $1.11M | 0.13% | 00.0% | Unchanged |
| DFPG Investments, LLC | 5,026 | $1.11M | 0.09% | +5,026 | New |
| FJ Investments, LLC | 4,741 | $1.10M | 0.05% | +4,741 | New |