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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.

Institutional holdersQ4 2023: 960 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 940 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ4 2023: $37.7B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021940$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2023.

Institutions holding IQV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Alps Advisors Inc2,279$527.3K0.00%00.0%Unchanged
Symmetry Partners, LLC2,244$522.0K0.03%00.0%Unchanged
Wetherby Asset Management Inc2,210$511.4K0.03%−313−12.4%Reduced
Benjamin F. Edwards & Company, Inc.2,212$511.0K0.01%+1,202+119.0%Added
HB Wealth Management, LLC2,202$509.5K0.01%+614+38.7%Added
Veracity Capital LLC2,194$507.6K0.20%−9−0.4%Reduced
Trust Asset Management LLC2,194$507.6K0.05%00.0%Unchanged
Brevan Howard Capital Management LP2,178$503.9K0.05%+2,178New
Kuhn & Co Investment Counsel2,175$503.3K0.52%+2,175New
Integrated Wealth Concepts LLC2,166$501.2K0.01%−306−12.4%Reduced
AtonRa Partners2,160$499.8K1.00%−240−10.0%Reduced
Rathbone Brothers plc2,160$499.8K0.00%00.0%Unchanged
John G Ullman & Associates Inc2,100$485.9K0.08%00.0%Unchanged
Busey Wealth Management2,080$481.3K0.02%00.0%Unchanged
Regatta Capital Group, LLC2,065$477.8K0.13%+6+0.3%Added
MSH Capital Advisors LLC2,060$476.6K0.18%−121−5.5%Reduced
Siemens Fonds Invest GmbH2,045$473.2K0.04%+471+29.9%Added
Ameritas Investment Partners, Inc.2,035$470.9K0.02%−78−3.7%Reduced
UBS Oconnor LLC2,030$469.7K0.01%−2,605−56.2%Reduced
Zacks Investment Management2,000$462.8K0.01%+752+60.3%Added
D. E. Shaw & Co., Inc.2,000$462.8K0.00%−1,200−37.5%Reduced
Fosun International Ltd2,000$462.8K0.09%−550−21.6%Reduced
Inspire Advisors, LLC1,967$455.1K0.07%+548+38.6%Added
Cigna Investments Inc1,963$454.0K0.09%00.0%Unchanged
KRS Capital Management, LLC1,960$453.5K0.42%−15−0.8%Reduced
Tranquilli Financial Advisor LLC1,946$450.3K0.32%−156−7.4%Reduced
Level Four Advisory Services, LLC1,933$447.3K0.03%+8+0.4%Added
Park Avenue Securities LLC1,922$445.0K0.01%+33+1.7%Added
Principle Wealth Partners LLC1,920$444.3K0.04%00.0%Unchanged
Gabelli Funds LLC1,915$443.1K0.00%−215−10.1%Reduced
Regions Financial Corp1,909$441.7K0.00%+168+9.6%Added
Annis Gardner Whiting Capital Advisors, LLC1,908$441.5K0.20%+512+36.7%Added
Wintrust Investments LLC1,874$434.0K0.04%+1,874New
Alliance Wealth Advisors, LLC1,866$431.8K0.29%−170−8.3%Reduced
Allred Capital Management, LLC1,861$430.6K0.19%00.0%Unchanged
Empowered Funds, LLC1,854$429.0K0.01%−372−16.7%Reduced
Fortitude Family Office, LLC1,853$428.7K0.32%+1,853New
Wilkins Investment Counsel Inc1,850$428.1K0.10%+1,850New
ING Groep NV1,841$426.0K0.00%−86,549−97.9%Reduced
Intech Investment Management LLC1,824$422.0K0.01%−3,578−66.2%Reduced
Edge Capital Group, LLC1,817$420.4K0.02%+17+0.9%Added
Ironsides Asset Advisors, LLC1,810$418.8K0.18%−335−15.6%Reduced
NorthRock Partners, LLC1,784$412.8K0.02%+1,784New
Cutter & CO Brokerage, Inc.1,753$405.6K0.11%−345−16.4%Reduced
HighPoint Advisor Group LLC1,622$404.0K0.03%+1,622New
Dynamic Advisor Solutions LLC1,825$402.4K0.02%+251+15.9%Added
Gratus Wealth Advisors, LLC1,713$396.4K0.08%+1,713New
UniSuper Management Pty Ltd1,708$395.2K0.00%−1,124−39.7%Reduced
Centiva Capital, LP1,688$390.6K0.02%−4,929−74.5%Reduced
Moody Aldrich Partners LLC1,676$387.8K0.07%−373−18.2%Reduced
Marex Group plc1,668$385.9K0.02%+1,668New
Gladstone Institutional Advisory LLC1,667$385.7K0.02%+90+5.7%Added
Vident Advisory, LLC1,648$381.3K0.01%+90+5.8%Added
Caisse de Depot Et Placement du Quebec1,647$381.1K0.00%−11,417−87.4%Reduced
Enterprise Financial Services Corp1,646$380.9K0.23%+379+29.9%Added
Penserra Capital Management LLC1,641$378.0K0.01%−331−16.8%Reduced
Lyell Wealth Management, LP1,631$377.4K0.04%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,619$374.6K0.02%+548+51.2%Added
Adell Harriman & Carpenter Inc1,615$373.7K0.03%−905−35.9%Reduced
Brown Advisory Inc1,613$373.2K0.00%−75−4.4%Reduced
AlphaQ Advisors LLC1,601$370.4K0.26%+308+23.8%Added
Ashton Thomas Private Wealth, LLC1,597$369.5K0.02%−41−2.5%Reduced
Fukoku Mutual Life Insurance Co1,574$364.2K0.03%00.0%Unchanged
Center for Financial Planning, Inc.1,570$363.3K0.07%00.0%Unchanged
Maxwell Wealth Strategies Inc.1,562$361.4K0.24%+1,562New
Mission Wealth Management, LP1,556$359.9K0.01%+1,556New
MTM Investment Management, LLC1,545$357.5K0.16%00.0%Unchanged
Cumberland Partners Ltd1,790$352.2K0.03%00.0%Unchanged
Man Group plc1,516$350.8K0.00%––
New Republic Capital, LLC1,505$348.2K0.25%+1,505New
EFG Asset Management (Americas) Corp.1,504$348.0K0.08%−162−9.7%Reduced
Geller Advisors LLC1,486$343.8K0.03%−19−1.3%Reduced
Kestra Private Wealth Services, LLC1,476$341.5K0.01%−4−0.3%Reduced
Meiji Yasuda Life Insurance Co1,460$337.8K0.01%00.0%Unchanged
Wedmont Private Capital1,507$337.7K0.03%−97−6.0%Reduced
CX Institutional1,456$336.9K0.02%−59−3.9%Reduced
Angeles Wealth Management, LLC1,449$335.3K0.04%−67−4.4%Reduced
Mount Yale Investment Advisors, LLC1,435$332.0K0.03%−5−0.3%Reduced
Peapack Gladstone Financial Corp1,433$332.0K0.01%−235−14.1%Reduced
Checchi Capital Advisers, LLC1,427$330.2K0.03%−69−4.6%Reduced
Independent Advisor Alliance1,423$329.3K0.01%−55−3.7%Reduced
Phoenix Holdings Ltd.1,411$328.1K0.01%−200−12.4%Reduced
Richard W. Paul & Associates, LLC1,407$325.6K0.14%−33−2.3%Reduced
Lake Street Advisors Group, LLC1,399$323.7K0.02%+1,399New
Pinnacle Wealth Planning Services, Inc.1,394$322.4K0.05%−217−13.5%Reduced
Balentine LLC1,392$322.1K0.01%−191−12.1%Reduced
Ancora Advisors, LLC1,386$320.7K0.01%+49+3.7%Added
Bridges Investment Management Inc1,374$317.9K0.01%−158−10.3%Reduced
Virtue Capital Management, LLC1,447$317.6K0.06%−631−30.4%Reduced
Forum Financial Management, LP1,349$312.1K0.01%00.0%Unchanged
Nebula Research & Development LLC1,323$306.1K0.09%+1,323New
Klingenstein Fields & Co LP1,321$305.7K0.01%00.0%Unchanged
TownSquare Capital, LLC1,318$305.0K0.01%+200+17.9%Added
Hantz Financial Services, Inc.1,305$302.0K0.01%−1,275−49.4%Reduced
Campbell & CO Investment Adviser LLC1,295$299.6K0.03%+1,295New
Salem Investment Counselors Inc1,287$297.8K0.01%+139+12.1%Added
Congress Asset Management Co1,280$296.2K0.00%−1,871−59.4%Reduced
Ballentine Partners, LLC1,274$294.8K0.01%−1,657−56.5%Reduced
Confluence Wealth Services, Inc.1,271$294.1K0.03%+198+18.5%Added
Capstone Investment Advisors, LLC1,266$292.9K0.01%−11,190−89.8%Reduced