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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,258 | $291.1K | 0.03% | −2,297−64.6% | Reduced |
| Great Diamond Partners, LLC | 1,255 | $290.4K | 0.07% | −6−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,252 | $289.7K | 0.00% | +1,252 | New |
| Aprio Wealth Management, LLC | 1,249 | $289.0K | 0.06% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,248 | $288.8K | 0.03% | −109−8.0% | Reduced |
| Peterson Wealth Services | 1,240 | $286.9K | 0.12% | +34+2.8% | Added |
| Johnson Financial Group, Inc. | 1,233 | $285.3K | 0.02% | +1,097+806.6% | Added |
| Alerus Financial NA | 1,231 | $284.8K | 0.02% | −23,073−94.9% | Reduced |
| CAPROCK Group, Inc. | 1,227 | $283.9K | 0.02% | +100+8.9% | Added |
| Schechter Investment Advisors, LLC | 1,223 | $283.0K | 0.02% | +5+0.4% | Added |
| Bremer Bank National Association | 1,213 | $280.7K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,210 | $280.0K | 0.12% | +1,210 | New |
| Principal Street Partners, LLC | 1,199 | $277.4K | 0.07% | −1,400−53.9% | Reduced |
| Trust Point Inc. | 1,198 | $277.2K | 0.02% | +1,198 | New |
| Humankind Investments LLC | 1,195 | $276.5K | 0.08% | +42+3.6% | Added |
| Westpac Banking Corp | 1,187 | $274.6K | 0.02% | +228+23.8% | Added |
| EverSource Wealth Advisors, LLC | 1,182 | $273.5K | 0.03% | +37+3.2% | Added |
| Fundamentun, LLC | 1,173 | $271.4K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,167 | $270.0K | 0.02% | −313−21.1% | Reduced |
| Tiaa Trust, National Association | 1,158 | $267.9K | 0.00% | −3−0.3% | Reduced |
| Raleigh Capital Management Inc. | 1,157 | $267.7K | 0.12% | +50+4.5% | Added |
| First Affirmative Financial Network | 1,154 | $267.0K | 0.21% | +124+12.0% | Added |
| MAI Capital Management | 1,151 | $266.3K | 0.00% | +1,151 | New |
| High Net Worth Advisory Group LLC | 1,150 | $266.1K | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 1,145 | $264.9K | 0.01% | −2,125−65.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,143 | $264.5K | 0.05% | −44−3.7% | Reduced |
| Sterling Investment Counsel, LLC | 1,133 | $262.2K | 0.13% | +1,133 | New |
| Trueblood Wealth Management, LLC | 1,128 | $261.0K | 0.16% | +1,128 | New |
| Accretive Wealth Partners, LLC | 1,110 | $256.8K | 0.12% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,104 | $255.4K | 0.00% | −58−5.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,104 | $255.4K | 0.00% | +990+868.4% | Added |
| Harbor Investment Advisory, LLC | 1,084 | $250.8K | 0.03% | +345+46.7% | Added |
| Shelton Capital Management | 1,083 | $250.6K | 0.01% | −63−5.5% | Reduced |
| Bridgefront Capital, LLC | 1,073 | $248.3K | 0.19% | −1,277−54.3% | Reduced |
| Summit Trail Advisors, LLC | 1,069 | $247.3K | 0.01% | −46−4.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $242.5K | 0.20% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,046 | $242.0K | 0.06% | +1,046 | New |
| Inceptionr LLC | 1,045 | $241.8K | 0.17% | −4,343−80.6% | Reduced |
| Proequities, Inc. | 1,043 | $241.3K | 0.02% | −29−2.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,042 | $241.1K | 0.07% | −12−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,042 | $241.1K | 0.03% | +1,042 | New |
| MGB Wealth Management, LLC | 1,033 | $240.3K | 0.12% | +1,033 | New |
| TD Waterhouse Canada Inc. | 1,080 | $238.9K | 0.00% | +522+93.5% | Added |
| Cahaba Wealth Management, Inc. | 1,031 | $238.6K | 0.02% | −90−8.0% | Reduced |
| Point72 Europe (London) LLP | 1,028 | $237.9K | 0.03% | +1,028 | New |
| Cim Investment Mangement Inc | 1,027 | $237.6K | 0.08% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,027 | $237.6K | 0.23% | +1,027 | New |
| Arkadios Wealth Advisors | 1,018 | $235.5K | 0.02% | −18−1.7% | Reduced |
| Keel Point, LLC | 1,009 | $233.5K | 0.03% | +1,009 | New |
| Everpar Advisors LLC | 1,000 | $231.4K | 0.11% | +1,000 | New |
| Verition Fund Management LLC | 997 | $230.7K | 0.00% | +997 | New |
| Advisor Resource Council | 989 | $228.8K | 0.03% | +989 | New |
| Acorn Financial Advisory Services Inc | 985 | $227.9K | 0.04% | −40−3.9% | Reduced |
| Bank Ozk | 978 | $226.3K | 0.11% | −286−22.6% | Reduced |
| Sentry Investment Management LLC | 960 | $222.0K | 0.10% | −103−9.7% | Reduced |
| Spotlight Asset Group, Inc. | 1,115 | $219.4K | 0.20% | 00.0% | Unchanged |
| Spire Wealth Management | 1,016 | $218.8K | 0.01% | +85+9.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $217.5K | 0.10% | +940 | New |
| Mutual Advisors, LLC | 938 | $217.0K | 0.01% | +938 | New |
| Premier Path Wealth Partners, LLC | 928 | $214.7K | 0.05% | +928 | New |
| E Fund Management Co., Ltd. | 926 | $214.3K | 0.01% | +926 | New |
| Pinnacle Associates Ltd | 921 | $213.1K | 0.00% | −757−45.1% | Reduced |
| V-Square Quantitative Management LLC | 920 | $212.9K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 920 | $212.9K | 0.00% | +920 | New |
| Good Life Advisors, LLC | 906 | $209.6K | 0.02% | +906 | New |
| Lebenthal Global Advisors, LLC | 906 | $209.6K | 0.05% | +906 | New |
| Anchor Investment Management, LLC | 900 | $208.2K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 892 | $206.4K | 0.01% | +892 | New |
| Atlas Capital Advisors LLC | 890 | $205.9K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 889 | $205.7K | 0.00% | −1,399−61.1% | Reduced |
| Cook Wealth Management Group LLC | 961 | $204.6K | 0.13% | +961 | New |
| Brighton Jones LLC | 869 | $201.1K | 0.01% | +869 | New |
| TD Private Client Wealth LLC | 836 | $193.4K | 0.01% | +7+0.8% | Added |
| Lindbrook Capital, LLC | 831 | $192.3K | 0.02% | −14−1.7% | Reduced |
| Quadrant Capital Group LLC | 803 | $185.8K | 0.02% | +12+1.5% | Added |
| Wetzel Investment Advisors, Inc. | 801 | $185.0K | 0.11% | +801 | New |
| Quest Partners LLC | 785 | $181.6K | 0.04% | +785 | New |
| GeoWealth Management, LLC | 776 | $180.0K | 0.01% | +534+220.7% | Added |
| Centaurus Financial, Inc. | 731 | $169.0K | 0.01% | +731 | New |
| Coppell Advisory Solutions LLC | 693 | $160.3K | 0.03% | +693 | New |
| Massmutual Trust Co FSB | 688 | $159.2K | 0.01% | +121+21.3% | Added |
| J.Safra Asset Management Corp | 674 | $155.9K | 0.02% | +45+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 669 | $155.0K | 0.00% | +669 | New |
| Huntington National Bank | 652 | $150.9K | 0.00% | −18−2.7% | Reduced |
| Advisors Asset Management, Inc. | 629 | $145.5K | 0.00% | −2,896−82.2% | Reduced |
| Smithfield Trust Co | 605 | $140.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $138.8K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 599 | $138.6K | 0.00% | −91−13.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 571 | $132.3K | 0.00% | +196+52.3% | Added |
| Western Pacific Wealth Management, LP | 570 | $131.9K | 0.10% | +130+29.5% | Added |
| RE Advisers Corp | 564 | $130.5K | 0.00% | +131+30.3% | Added |
| Caitlin John, LLC | 547 | $126.6K | 0.10% | +547 | New |
| Hall Laurie J Trustee | 540 | $125.0K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 513 | $118.7K | 0.00% | −292−36.3% | Reduced |
| Colonial Trust Advisors | 463 | $107.1K | 0.01% | −100−17.8% | Reduced |
| Private Trust Co NA | 458 | $106.0K | 0.01% | −7−1.5% | Reduced |
| Rakuten Investment Management, Inc. | 452 | $105.2K | 0.00% | +452 | New |
| ORG Partners LLC | 417 | $96.5K | 0.02% | −14−3.2% | Reduced |
| Peoples Bank | 402 | $93.0K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $92.6K | 0.00% | −8−2.0% | Reduced |