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 |
|---|---|---|---|---|---|
| Conning Inc. | 843 | $213.2K | 0.01% | +843 | New |
| Cook Wealth Management Group LLC | 961 | $213.5K | 0.13% | 00.0% | Unchanged |
| Wexford Capital LP | 846 | $213.9K | 0.04% | +846 | New |
| McDaniel Terry & Co | 852 | $215.0K | 0.02% | +852 | New |
| Skopos Labs, Inc. | 870 | $216.5K | 0.09% | +870 | New |
| Accretive Wealth Partners, LLC | 970 | $216.7K | 0.10% | −140−12.6% | Reduced |
| Intech Investment Management LLC | 857 | $216.7K | 0.00% | −967−53.0% | Reduced |
| Adell Harriman & Carpenter Inc | 858 | $217.2K | 0.02% | −757−46.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 860 | $217.5K | 0.19% | +860 | New |
| Everpar Advisors LLC | 869 | $219.8K | 0.13% | −131−13.1% | Reduced |
| Syon Capital LLC | 870 | $220.0K | 0.02% | +870 | New |
| Dark Forest Capital Management LP | 878 | $222.0K | 0.04% | +878 | New |
| Enterprise Financial Services Corp | 882 | $223.0K | 0.13% | −764−46.4% | Reduced |
| Keebeck Alpha, LP | 898 | $227.1K | 0.15% | +898 | New |
| Anchor Investment Management, LLC | 900 | $227.6K | 0.02% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 906 | $229.1K | 0.02% | −125−12.1% | Reduced |
| Fidelis Capital Partners, LLC | 913 | $230.9K | 0.04% | +913 | New |
| Phillips Wealth Planners LLC | 1,008 | $231.0K | 0.27% | +1,008 | New |
| Marshall Financial Group Inc | 914 | $231.1K | 0.08% | +914 | New |
| FSB Premier Wealth Management, Inc. | 914 | $231.1K | 0.11% | +914 | New |
| Alerus Financial NA | 931 | $235.4K | 0.02% | −300−24.4% | Reduced |
| Good Life Advisors, LLC | 934 | $236.2K | 0.02% | +28+3.1% | Added |
| T. Rowe Price Investment Management, Inc. | 934 | $237.0K | 0.00% | +265+39.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $237.7K | 0.10% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 936 | $238.0K | 0.04% | +8+0.9% | Added |
| Pinnacle Associates Ltd | 942 | $238.2K | 0.00% | +21+2.3% | Added |
| Congress Asset Management Co | 945 | $239.0K | 0.00% | −335−26.2% | Reduced |
| Arkadios Wealth Advisors | 946 | $239.2K | 0.02% | −72−7.1% | Reduced |
| TD Private Client Wealth LLC | 947 | $239.5K | 0.01% | +111+13.3% | Added |
| Brighton Jones LLC | 949 | $240.0K | 0.01% | +80+9.2% | Added |
| Sentry Investment Management LLC | 960 | $243.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 963 | $243.5K | 0.02% | −204−17.5% | Reduced |
| Raffa Wealth Management, LLC | 964 | $243.8K | 0.07% | +947+5,570.6% | Added |
| Acorn Financial Advisory Services Inc | 971 | $245.6K | 0.05% | −14−1.4% | Reduced |
| Lebenthal Global Advisors, LLC | 986 | $249.3K | 0.06% | +80+8.8% | Added |
| Prelude Capital Management, LLC | 986 | $249.3K | 0.02% | +986 | New |
| Hantz Financial Services, Inc. | 990 | $250.0K | 0.00% | −315−24.1% | Reduced |
| HBK Sorce Advisory LLC | 989 | $250.1K | 0.01% | +97+10.9% | Added |
| Capital Planning LLC | 1,000 | $252.9K | 0.08% | +1,000 | New |
| Sentinus, LLC | 1,011 | $255.7K | 0.09% | +1,011 | New |
| EFG Asset Management (Americas) Corp. | 1,014 | $256.4K | 0.08% | −490−32.6% | Reduced |
| Cim Investment Mangement Inc | 1,027 | $259.7K | 0.08% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,033 | $260.9K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,037 | $262.2K | 0.18% | +10+1.0% | Added |
| First Long Island Investors, LLC | 1,038 | $262.5K | 0.02% | +1,038 | New |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $265.0K | 0.23% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,060 | $268.1K | 0.07% | +18+1.7% | Added |
| Keel Point, LLC | 1,070 | $270.6K | 0.03% | +61+6.0% | Added |
| New Republic Capital, LLC | 1,073 | $271.4K | 0.17% | −432−28.7% | Reduced |
| Shelton Capital Management | 1,083 | $273.9K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,094 | $276.7K | 0.00% | −10−0.9% | Reduced |
| BSW Wealth Partners | 1,094 | $276.7K | 0.05% | +1,094 | New |
| Phoenix Holdings Ltd. | 1,098 | $276.9K | 0.00% | −313−22.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,098 | $277.7K | 0.03% | +14+1.3% | Added |
| Cypress Wealth Services, LLC | 1,101 | $278.4K | 0.06% | +55+5.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,104 | $279.2K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,105 | $279.3K | 0.21% | −49−4.2% | Reduced |
| Humankind Investments LLC | 1,106 | $279.7K | 0.07% | −89−7.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,112 | $281.2K | 0.01% | −1,254−53.0% | Reduced |
| Proequities, Inc. | 1,113 | $281.5K | 0.02% | +70+6.7% | Added |
| Spotlight Asset Group, Inc. | 1,115 | $282.0K | 0.20% | 00.0% | Unchanged |
| First Foundation Advisors | 1,118 | $282.7K | 0.01% | −27−2.4% | Reduced |
| FDx Advisors, Inc. | 1,119 | $283.0K | 0.04% | −1,382−55.3% | Reduced |
| Bremer Bank National Association | 1,127 | $285.0K | 0.05% | −86−7.1% | Reduced |
| Trueblood Wealth Management, LLC | 1,128 | $285.3K | 0.16% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,137 | $287.5K | 0.04% | −6−0.5% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $290.8K | 0.09% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,153 | $291.6K | 0.00% | −5−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,158 | $292.8K | 0.01% | +1,158 | New |
| MAI Capital Management | 1,158 | $292.9K | 0.00% | +7+0.6% | Added |
| Gabelli Funds LLC | 1,160 | $293.4K | 0.00% | −755−39.4% | Reduced |
| Westpac Banking Corp | 1,168 | $295.4K | 0.02% | −19−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,280 | $296.7K | 0.02% | +98+8.3% | Added |
| Ancora Advisors, LLC | 1,181 | $298.7K | 0.01% | −205−14.8% | Reduced |
| Mutual Advisors, LLC | 1,181 | $298.7K | 0.01% | +243+25.9% | Added |
| Centiva Capital, LP | 1,184 | $299.4K | 0.02% | −504−29.9% | Reduced |
| Bridgefront Capital, LLC | 1,185 | $299.7K | 0.23% | +112+10.4% | Added |
| Boston Mountain Money Management Inc | 1,191 | $301.2K | 0.21% | +1,191 | New |
| BCJ Capital Management, LLC | 1,195 | $302.2K | 0.02% | −53−4.2% | Reduced |
| Trust Point Inc. | 1,198 | $303.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,224 | $309.5K | 0.02% | +1+0.1% | Added |
| Bridges Investment Management Inc | 1,239 | $313.3K | 0.01% | −135−9.8% | Reduced |
| Graham Capital Management, L.P. | 1,243 | $314.3K | 0.01% | +1,243 | New |
| Great Diamond Partners, LLC | 1,251 | $316.4K | 0.07% | −4−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,257 | $317.9K | 0.03% | +215+20.6% | Added |
| Ostrum Asset Management | 1,258 | $318.1K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,269 | $320.9K | 0.06% | +20+1.6% | Added |
| Peterson Wealth Services | 1,277 | $322.9K | 0.12% | +37+3.0% | Added |
| Advisors Asset Management, Inc. | 1,298 | $328.3K | 0.01% | +669+106.4% | Added |
| Chicago Capital, LLC | 1,300 | $328.8K | 0.01% | −1,946−60.0% | Reduced |
| Raleigh Capital Management Inc. | 1,300 | $328.8K | 0.14% | +143+12.4% | Added |
| Klingenstein Fields & Co LP | 1,321 | $334.1K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,434 | $337.1K | 0.06% | −13−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 1,340 | $338.9K | 0.02% | −59−4.2% | Reduced |
| Sterling Investment Counsel, LLC | 1,346 | $340.4K | 0.16% | +213+18.8% | Added |
| Forum Financial Management, LP | 1,349 | $341.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,489 | $341.3K | 0.05% | −2,229−60.0% | Reduced |
| Demars Financial Group, LLC | 1,352 | $341.9K | 0.17% | +1,352 | New |
| Richard W. Paul & Associates, LLC | 1,352 | $341.9K | 0.14% | −55−3.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,364 | $344.9K | 0.01% | −255−15.8% | Reduced |