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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 4,730 | $1.09M | 0.45% | +4,730 | New |
| Agf Management Ltd | 4,714 | $1.09M | 0.01% | +3,133+198.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,610 | $1.07M | 0.06% | +415+9.9% | Added |
| Kinneret Advisory, LLC | 4,567 | $1.06M | 0.12% | −29−0.6% | Reduced |
| Laurel Wealth Advisors LLC | 4,562 | $1.06M | 0.20% | −148−3.1% | Reduced |
| Strategic Global Advisors, LLC | 4,476 | $1.04M | 0.24% | −26,270−85.4% | Reduced |
| Bowman & Co S.C. | 4,457 | $1.03M | 0.72% | +286+6.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,437 | $1.03M | 0.72% | −515−10.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,262 | $986.1K | 0.41% | +4,262 | New |
| Burns Matteson Capital Management, LLC | 4,252 | $985.3K | 0.69% | +63+1.5% | Added |
| Investment Management Corp of Ontario | 4,249 | $983.1K | 0.02% | +4,249 | New |
| Lincoln National Corp | 4,244 | $982.0K | 0.02% | −110−2.5% | Reduced |
| Public Sector Pension Investment Board | 4,167 | $964.2K | 0.01% | −15,448−78.8% | Reduced |
| Bridgewater Associates, LP | 4,144 | $958.8K | 0.01% | −138−3.2% | Reduced |
| Beacon Financial Group | 4,089 | $946.1K | 0.12% | +133+3.4% | Added |
| Dohj, LLC | 4,074 | $942.6K | 0.28% | +4,074 | New |
| United Community Bank | 3,997 | $924.8K | 0.39% | −143−3.5% | Reduced |
| CWM, LLC | 3,980 | $921.0K | 0.00% | +207+5.5% | Added |
| Coldstream Capital Management Inc | 3,813 | $882.3K | 0.02% | +792+26.2% | Added |
| Versor Investments LP | 3,800 | $879.2K | 0.18% | +1,131+42.4% | Added |
| Acadian Asset Management LLC | 3,795 | $877.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,783 | $875.3K | 0.02% | −561−12.9% | Reduced |
| Fiduciary Trust Co | 3,767 | $871.6K | 0.01% | +326+9.5% | Added |
| Continuum Advisory, LLC | 3,718 | $860.3K | 0.12% | −164−4.2% | Reduced |
| Nomura Holdings Inc | 3,706 | $857.5K | 0.01% | +3,706 | New |
| Stablepoint Partners, LLC | 3,695 | $854.9K | 0.22% | +3,695 | New |
| Dimension Capital Management LLC | 3,685 | $852.6K | 0.18% | +3,685 | New |
| United Capital Financial Advisers, LLC | 3,646 | $843.6K | 0.01% | +1,501+70.0% | Added |
| Wall Street Access Asset Management, LLC | 3,622 | $838.1K | 0.39% | −27−0.7% | Reduced |
| Birchbrook, Inc. | 3,612 | $835.7K | 0.55% | +3,612 | New |
| Alberta Investment Management Corp | 3,600 | $833.0K | 0.01% | −164,902−97.9% | Reduced |
| Northeast Financial Consultants Inc | 3,580 | $828.3K | 0.05% | +1,500+72.1% | Added |
| Knights of Columbus Asset Advisors LLC | 3,578 | $827.9K | 0.05% | +30+0.8% | Added |
| Lido Advisors, LLC | 3,499 | $809.5K | 0.01% | +976+38.7% | Added |
| Cetera Advisors LLC | 3,479 | $805.0K | 0.01% | +823+31.0% | Added |
| IVC Wealth Advisors LLC | 3,475 | $804.0K | 0.50% | −50−1.4% | Reduced |
| Fulton Bank, N.A. | 3,419 | $791.1K | 0.04% | −42−1.2% | Reduced |
| Liberty One Investment Management, LLC | 3,381 | $782.3K | 0.10% | −171−4.8% | Reduced |
| FORA Capital, LLC | 3,370 | $779.8K | 0.07% | −13,948−80.5% | Reduced |
| We Are One Seven, LLC | 3,350 | $775.1K | 0.04% | +285+9.3% | Added |
| Boston Partners | 3,348 | $774.7K | 0.00% | −451,003−99.3% | Reduced |
| Clear Harbor Asset Management, LLC | 3,322 | $768.6K | 0.07% | +1,521+84.5% | Added |
| Chicago Capital, LLC | 3,246 | $751.1K | 0.03% | −487−13.0% | Reduced |
| Global Trust Asset Management, LLC | 3,243 | $750.4K | 0.33% | 00.0% | Unchanged |
| Change Path, LLC | 3,227 | $747.0K | 0.05% | +76+2.4% | Added |
| Great Valley Advisor Group, Inc. | 3,223 | $745.7K | 0.03% | +1,261+64.3% | Added |
| Harbor Capital Advisors, Inc. | 3,164 | $732.1K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 3,154 | $729.8K | 0.01% | +58+1.9% | Added |
| National Asset Management, Inc. | 3,132 | $724.7K | 0.02% | −436−12.2% | Reduced |
| MidWestOne Financial Group, Inc. | 3,093 | $715.7K | 0.14% | +982+46.5% | Added |
| Baldwin Investment Management, LLC | 3,068 | $709.9K | 0.11% | +105+3.5% | Added |
| Stonebrook Private Inc. | 3,053 | $706.4K | 0.24% | +3,053 | New |
| Perigon Wealth Management, LLC | 3,044 | $704.3K | 0.02% | −245−7.4% | Reduced |
| Wealthfront Advisers LLC | 3,029 | $700.9K | 0.00% | −2,360−43.8% | Reduced |
| Strategic Blueprint, LLC | 3,002 | $694.6K | 0.06% | +37+1.2% | Added |
| Profund Advisors LLC | 3,000 | $694.1K | 0.03% | +175+6.2% | Added |
| S&CO Inc | 3,000 | $694.0K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,979 | $689.3K | 0.08% | −91−3.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,978 | $689.0K | 0.23% | −333−10.1% | Reduced |
| Aspire Private Capital, LLC | 2,957 | $684.2K | 0.20% | +235+8.6% | Added |
| Atlas Private Wealth Management | 2,950 | $682.6K | 0.32% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,915 | $674.5K | 0.33% | +444+18.0% | Added |
| 9258 Wealth Management, LLC | 2,915 | $674.5K | 0.12% | +770+35.9% | Added |
| Michael B. Yongue | 2,874 | $665.0K | 0.60% | −406−12.4% | Reduced |
| Strategic Investment Advisors | 2,861 | $662.0K | 0.10% | −744−20.6% | Reduced |
| Silver Oak Securities, Inc | 2,844 | $658.1K | 0.09% | +2,596+1,046.8% | Added |
| Valeo Financial Advisors, LLC | 2,821 | $652.7K | 0.03% | −297−9.5% | Reduced |
| Outlook Wealth Advisors, LLC | 2,807 | $649.5K | 0.23% | −645−18.7% | Reduced |
| Qsemble Capital Management, LP | 2,807 | $649.5K | 0.16% | +2,807 | New |
| Brookstone Capital Management | 2,793 | $646.2K | 0.01% | −8−0.3% | Reduced |
| Apollon Wealth Management, LLC | 2,790 | $645.5K | 0.02% | −78−2.7% | Reduced |
| NBC Securities, Inc. | 2,791 | $645.0K | 0.07% | +38+1.4% | Added |
| Avantax Advisory Services, Inc. | 2,702 | $625.2K | 0.01% | +766+39.6% | Added |
| Entropy Technologies, LP | 2,690 | $622.4K | 0.12% | +2,690 | New |
| Great Lakes Advisors, LLC | 2,681 | $620.3K | 0.01% | −89−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,628 | $608.1K | 0.03% | +100+4.0% | Added |
| Welch & Forbes LLC | 2,612 | $604.4K | 0.01% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,595 | $600.4K | 0.45% | −52−2.0% | Reduced |
| NEOS Investment Management LLC | 2,590 | $599.3K | 0.06% | +1,074+70.8% | Added |
| Platform Technology Partners | 2,733 | $595.5K | 0.23% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,501 | $579.0K | 0.04% | +324+14.9% | Added |
| Power Wealth Management LLC | 2,497 | $577.8K | 0.42% | +2,497 | New |
| Horizon Investments, LLC | 2,496 | $577.5K | 0.02% | +37+1.5% | Added |
| Signaturefd, LLC | 2,492 | $576.6K | 0.01% | +287+13.0% | Added |
| Qtron Investments LLC | 2,476 | $572.9K | 0.09% | +2,476 | New |
| Jasper Ridge Partners, L.P. | 2,459 | $569.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,618 | $568.3K | 0.41% | −95−3.5% | Reduced |
| GTS Securities LLC | 2,447 | $566.2K | 0.01% | −1,885−43.5% | Reduced |
| Meridian Wealth Management, LLC | 2,447 | $566.2K | 0.04% | +13+0.5% | Added |
| Pitcairn Co | 2,446 | $566.0K | 0.04% | −10.0% | Reduced |
| Snowden Capital Advisors LLC | 2,392 | $553.5K | 0.02% | −333−12.2% | Reduced |
| Rosenbaum Jay D. | 2,375 | $549.5K | 1.42% | −2,220−48.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,366 | $547.4K | 0.01% | +861+57.2% | Added |
| NewEdge Wealth, LLC | 2,346 | $542.8K | 0.01% | +2,346 | New |
| Vestmark Advisory Solutions, Inc. | 2,341 | $541.7K | 0.03% | +2,341 | New |
| Waldron Private Wealth LLC | 2,336 | $540.5K | 0.03% | −22−0.9% | Reduced |
| ProVise Management Group, LLC | 2,318 | $536.3K | 0.05% | −114−4.7% | Reduced |
| Great Lakes Retirement, Inc. | 2,309 | $534.3K | 0.09% | +115+5.2% | Added |
| Polymer Capital Management (HK) LTD | 2,300 | $532.2K | 0.19% | +2,300 | New |
| Berry Wealth Group, LP | 2,297 | $531.5K | 0.49% | +2,297 | New |