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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, Q1 2024

Institutional positions in IQVIA Holdings Inc. as of Mar 31, 2024. 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
1,017
+68 vs. Q4 2023
Shares held
160.0M
−3.05M (−1.9%) vs. Q4 2023
Total value
$40.4B
+$2.72B (+7.2%) vs. Q4 2023
New holders
120
384 more added
Sold out
52
363 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,017 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 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 heldQ1 2024: $40.4B
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 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2023.

Institutions holding IQV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
Sofos Investments, Inc.0$410.00%0New
Brown Brothers Harriman & Co1$2530.00%−512−99.8%Reduced
SOA Wealth Advisors, LLC.1$2530.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$2530.00%+1New
MCF Advisors LLC1$2530.00%+1New
Beaird Harris Wealth Management, LLC3$7590.00%00.0%Unchanged
WestEnd Advisors, LLC3$7590.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.3$7590.00%00.0%Unchanged
Global Financial Private Client, LLC4$9950.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%+2New
Core Alternative Capital4$1.01K0.00%−59−93.7%Reduced
Sandy Spring Bank4$1.01K0.00%00.0%Unchanged
West Paces Advisors Inc.4$1.01K0.00%00.0%Unchanged
NVWM, LLC4$1.01K0.00%+4New
Group One Trading, L.P.5$1.26K0.00%−175−97.2%Reduced
TD Capital Management LLC5$1.26K0.00%+5New
Richardson Financial Services Inc.6$1.52K0.00%+6New
Trifecta Capital Advisors, LLC6$1.52K0.00%00.0%Unchanged
True Wealth Design, LLC6$1.52K0.00%+3+100.0%Added
Cornerstone Planning Group LLC7$1.56K0.00%+6+600.0%Added
EntryPoint Capital, LLC7$1.77K0.00%−89−92.7%Reduced
North Star Investment Management Corp.7$1.77K0.00%00.0%Unchanged
Rakuten Securities, Inc.8$2.02K0.00%−7−46.7%Reduced
Financial Synergies Wealth Advisors, Inc.9$2.28K0.00%+1+12.5%Added
Sachetta, LLC10$2.31K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$2.53K0.00%00.0%Unchanged
Horizon Financial Services, LLC10$2.53K0.00%+10New
Investors Research Corp11$2.78K0.00%00.0%Unchanged
Assetmark, Inc12$3.04K0.00%−45−78.9%Reduced
Caldwell Sutter Capital, Inc.12$3.04K0.00%00.0%Unchanged
NewSquare Capital LLC12$3.04K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.13$3.29K0.00%00.0%Unchanged
Pineridge Advisors LLC15$3.79K0.00%−70−82.4%Reduced
Versant Capital Management, Inc15$3.79K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.15$3.79K0.00%00.0%Unchanged
Dunhill Financial, LLC15$3.87K0.00%+2+15.4%Added
Webster Bank, N. A.16$4.05K0.00%00.0%Unchanged
ClariVest Asset Management LLC17$4.30K0.00%+6+54.5%Added
Westend Capital Management, LLC17$4.30K0.00%+17New
TFC Financial Management18$4.55K0.00%+1+5.9%Added
SYSTM Wealth Solutions LLC19$4.80K0.00%00.0%Unchanged
Roble, Belko & Company, Inc20$5.00K0.00%00.0%Unchanged
Avion Wealth16$5.00K0.00%+6+60.0%Added
Leonteq Securities AG20$5.06K0.00%−256−92.8%Reduced
ORG Partners LLC21$5.23K0.01%−396−95.0%Reduced
Indiana Trust & Investment Management CO21$5.31K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC21$5.31K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC22$5.56K0.00%00.0%Unchanged
Abound Wealth Management22$5.66K0.00%−2−8.3%Reduced
Robinswood Financial LLC23$5.72K0.00%00.0%Unchanged
M&R Capital Management Inc23$5.82K0.00%00.0%Unchanged
Front Row Advisors LLC23$5.82K0.00%+23New
HHM Wealth Advisors, LLC23$5.82K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC23$6.00K0.00%+3+15.0%Added
Moisand Fitzgerald Tamayo, LLC27$6.83K0.00%00.0%Unchanged
Coston, McIsaac & Partners29$7.00K0.00%00.0%Unchanged
Aspect Partners, LLC29$7.33K0.01%00.0%Unchanged
Beacon Capital Management, LLC29$7.33K0.00%+29New
Prestige Wealth Management Group LLC30$7.59K0.00%00.0%Unchanged
Delta Asset Management LLC30$7.59K0.00%00.0%Unchanged
Pier Capital, LLC30$7.59K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$7.59K0.00%00.0%Unchanged
Walleye Capital LLC30$7.59K0.00%+30New
Carolina Wealth Advisors, LLC33$8.35K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.35$8.85K0.00%−50−58.8%Reduced
Householder Group Estate & Retirement Specialist, LLC35$8.85K0.00%00.0%Unchanged
Hanson & Doremus Investment Management36$9.00K0.00%00.0%Unchanged
Close Asset Management Ltd35$9.00K0.00%00.0%Unchanged
Valley National Advisers Inc36$9.00K0.00%+4+12.5%Added
Jones Financial Companies LLLP36$9.10K0.00%−31−46.3%Reduced
Creative Financial Designs Inc39$9.86K0.00%00.0%Unchanged
Bangor Savings Bank40$10.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc40$10.1K0.00%+2+5.3%Added
Clean Yield Group42$10.6K0.00%00.0%Unchanged
Meeder Asset Management Inc42$10.6K0.00%+42New
Eagle Bay Advisors LLC43$10.9K0.01%+7+19.4%Added
Venturi Wealth Management, LLC43$10.9K0.00%+21+95.5%Added
Truvestments Capital LLC45$11.4K0.00%+45New
Ruedi Wealth Management, Inc.45$11.4K0.00%+45New
GW&K Investment Management, LLC47$12.0K0.00%−16−25.4%Reduced
CoreCap Advisors, LLC48$12.1K0.00%+48New
Independence Bank of Kentucky50$12.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC50$12.6K0.01%00.0%Unchanged
Larson Financial Group LLC51$12.9K0.00%−9−15.0%Reduced
AdvisorNet Financial, Inc53$13.4K0.00%−71−57.3%Reduced
Newbridge Financial Services Group, Inc.55$13.9K0.01%−13−19.1%Reduced
Salomon & Ludwin, LLC55$13.9K0.00%+27+96.4%Added
Financial Management Professionals, Inc.61$15.0K0.00%−36−37.1%Reduced
Fairman Group, LLC61$15.4K0.01%00.0%Unchanged
WR Wealth Planners, LLC62$15.7K0.00%+62New
Manchester Capital Management LLC62$15.7K0.00%+1+1.6%Added
Asset Dedication, LLC64$16.0K0.00%00.0%Unchanged
Global X Japan Co., Ltd.65$16.4K0.00%−11−14.5%Reduced
McIlrath & Eck, LLC65$16.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$16.4K0.00%00.0%Unchanged
Emfo, LLC65$16.4K0.02%00.0%Unchanged
Tyler-Stone Wealth Management65$16.4K0.01%00.0%Unchanged
Main Street Group, LTD68$16.9K0.01%00.0%Unchanged
Red Tortoise LLC67$16.9K0.01%+50+294.1%Added