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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 68 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 73 | $18.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 81 | $20.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 81 | $20.5K | 0.01% | +53+189.3% | Added |
| China Universal Asset Management Co., Ltd. | 84 | $21.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $23.0K | 0.00% | +4+4.6% | Added |
| Central Bank & Trust Co | 94 | $23.8K | 0.00% | −74−44.0% | Reduced |
| Bullock Wealth Management Group | 100 | $24.9K | 0.02% | +100 | New |
| Duncker Streett & Co Inc | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $25.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $25.8K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 106 | $26.8K | 0.00% | −2,738−96.3% | Reduced |
| Umb Bank N A | 108 | $27.3K | 0.00% | +6+5.9% | Added |
| St Germain D J Co Inc | 115 | $29.1K | 0.00% | −32−21.8% | Reduced |
| Global Wealth Strategies & Associates | 118 | $29.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 119 | $30.1K | 0.00% | +9+8.2% | Added |
| Castleview Partners, LLC | 120 | $30.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 124 | $31.4K | 0.02% | +124 | New |
| Farmers & Merchants Investments Inc | 125 | $31.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 127 | $32.1K | 0.02% | +127 | New |
| Brown, Lisle/Cummings, Inc. | 132 | $33.4K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 134 | $33.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 140 | $35.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 154 | $39.0K | 0.02% | +48+45.3% | Added |
| Rothschild Investment LLC | 163 | $41.2K | 0.00% | +4+2.5% | Added |
| Quarry LP | 166 | $42.0K | 0.02% | +93+127.4% | Added |
| CVA Family Office, LLC | 167 | $42.2K | 0.01% | −18−9.7% | Reduced |
| Security National Bank | 178 | $45.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 180 | $45.5K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $45.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 199 | $50.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $50.6K | 0.01% | +200 | New |
| Quent Capital, LLC | 203 | $51.3K | 0.01% | +19+10.3% | Added |
| Carolinas Wealth Consulting LLC | 214 | $54.1K | 0.01% | +92+75.4% | Added |
| SJS Investment Consulting Inc. | 218 | $55.1K | 0.01% | +205+1,576.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $58.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 241 | $60.9K | 0.01% | +241 | New |
| Crewe Advisors LLC | 254 | $64.2K | 0.01% | +254 | New |
| State of Wyoming | 258 | $65.2K | 0.01% | +28+12.2% | Added |
| Quest Partners LLC | 263 | $66.5K | 0.01% | −522−66.5% | Reduced |
| Zions Bancorporation, N.A. | 265 | $67.0K | 0.00% | +114+75.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 266 | $67.3K | 0.00% | +227+582.1% | Added |
| Farther Finance Advisors, LLC | 273 | $67.9K | 0.00% | +38+16.2% | Added |
| Clearstead Advisors, LLC | 300 | $68.7K | 0.00% | −12−3.8% | Reduced |
| MV Capital Management, Inc. | 287 | $72.6K | 0.01% | −13−4.3% | Reduced |
| Atlantic Trust, LLC | 288 | $72.8K | 0.02% | +220+323.5% | Added |
| GAMMA Investing LLC | 294 | $74.3K | 0.02% | +33+12.6% | Added |
| LRI Investments, LLC | 296 | $74.9K | 0.02% | +296 | New |
| GPS Wealth Strategies Group, LLC | 313 | $79.2K | 0.01% | −24−7.1% | Reduced |
| ICA Group Wealth Management, LLC | 331 | $83.7K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 334 | $84.5K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 337 | $85.2K | 0.07% | −65−16.2% | Reduced |
| JJJ Advisors Inc. | 362 | $91.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 365 | $92.3K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 382 | $97.0K | 0.06% | +382 | New |
| Parkside Financial Bank & Trust | 395 | $99.9K | 0.02% | +7+1.8% | Added |
| Walleye Trading LLC | 397 | $100.4K | 0.00% | −12,017−96.8% | Reduced |
| Paradigm Asset Management Co LLC | 398 | $100.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 399 | $100.8K | 0.02% | +182+83.9% | Added |
| HM Payson & Co | 400 | $101.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 450 | $113.9K | 0.00% | +233+107.4% | Added |
| Private Trust Co NA | 452 | $114.3K | 0.01% | −6−1.3% | Reduced |
| Ofi Invest Asset Management | 501 | $117.3K | 0.00% | −172,275−99.7% | Reduced |
| Johnson Financial Group, Inc. | 465 | $117.6K | 0.01% | −768−62.3% | Reduced |
| Mather Group, LLC. | 534 | $123.6K | 0.00% | +534 | New |
| Colonial Trust Advisors | 501 | $126.7K | 0.01% | +38+8.2% | Added |
| Central Trust Co | 511 | $129.2K | 0.00% | +116+29.4% | Added |
| Hall Laurie J Trustee | 540 | $137.0K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 547 | $138.3K | 0.10% | 00.0% | Unchanged |
| RE Advisers Corp | 564 | $142.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 569 | $144.0K | 0.01% | +284+99.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $144.3K | 0.00% | −1−0.2% | Reduced |
| Western Pacific Wealth Management, LP | 585 | $147.9K | 0.11% | +15+2.6% | Added |
| Alta Advisers Ltd | 600 | $151.7K | 0.08% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 626 | $152.3K | 0.02% | +345+122.8% | Added |
| Smithfield Trust Co | 605 | $153.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 612 | $154.8K | 0.01% | −675−52.4% | Reduced |
| Hilltop National Bank | 619 | $156.5K | 0.05% | +619 | New |
| J.Safra Asset Management Corp | 651 | $164.6K | 0.02% | −23−3.4% | Reduced |
| Chilton Capital Management LLC | 674 | $170.4K | 0.01% | −49,376−98.7% | Reduced |
| Accordant Advisory Group Inc | 687 | $173.7K | 0.13% | +687 | New |
| Atlas Capital Advisors LLC | 690 | $174.5K | 0.03% | −200−22.5% | Reduced |
| Huntington National Bank | 698 | $176.5K | 0.00% | +46+7.1% | Added |
| Massmutual Trust Co FSB | 714 | $180.6K | 0.01% | +26+3.8% | Added |
| TD Waterhouse Canada Inc. | 743 | $185.2K | 0.00% | −337−31.2% | Reduced |
| Spire Wealth Management | 749 | $189.4K | 0.01% | −267−26.3% | Reduced |
| Fernwood Investment Management, LLC | 750 | $189.7K | 0.06% | +750 | New |
| Wetzel Investment Advisors, Inc. | 835 | $189.7K | 0.11% | +34+4.2% | Added |
| Allworth Financial LP | 764 | $193.2K | 0.00% | +165+27.5% | Added |
| Chilton Investment Co LLC | 791 | $200.0K | 0.01% | +791 | New |
| Supplemental Annuity Collective Trust of NJ | 800 | $202.3K | 0.06% | +800 | New |
| Quadrant Capital Group LLC | 805 | $203.6K | 0.02% | +2+0.2% | Added |
| Graypoint LLC | 806 | $203.8K | 0.01% | +806 | New |
| American National Bank & Trust Co | 817 | $206.6K | 0.05% | +817 | New |
| Optas, LLC | 828 | $209.4K | 0.06% | +828 | New |
| Proficio Capital Partners LLC | 833 | $210.7K | 0.02% | +833 | New |
| Penserra Capital Management LLC | 838 | $211.0K | 0.00% | −803−48.9% | Reduced |
| Muirfield Wealth Advisors LLC | 836 | $211.4K | 0.20% | +836 | New |
| Lindbrook Capital, LLC | 843 | $213.2K | 0.02% | +12+1.4% | Added |