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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 1,379 | $348.7K | 0.03% | −56−3.9% | Reduced |
| Modern Wealth Management, LLC | 1,391 | $351.8K | 0.03% | +1,391 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,400 | $354.0K | 0.00% | −57,966−97.6% | Reduced |
| Mirabella Financial Services LLP | 1,402 | $354.6K | 0.03% | +1,402 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $357.7K | 0.05% | +21+1.5% | Added |
| Independent Advisor Alliance | 1,415 | $357.8K | 0.01% | −8−0.6% | Reduced |
| Ballentine Partners, LLC | 1,424 | $360.1K | 0.01% | +150+11.8% | Added |
| Ashton Thomas Private Wealth, LLC | 1,431 | $361.9K | 0.02% | −166−10.4% | Reduced |
| Nova R Wealth, Inc. | 1,439 | $363.9K | 0.19% | +1,439 | New |
| Peapack Gladstone Financial Corp | 1,441 | $364.0K | 0.01% | +8+0.6% | Added |
| GTS Securities LLC | 1,450 | $366.7K | 0.01% | −997−40.7% | Reduced |
| Nomura Holdings Inc | 1,457 | $368.5K | 0.00% | −2,249−60.7% | Reduced |
| Numerai GP LLC | 1,457 | $368.5K | 0.16% | +1,457 | New |
| CX Institutional | 1,458 | $368.7K | 0.02% | +2+0.1% | Added |
| AlphaQ Advisors LLC | 1,465 | $370.5K | 0.22% | −136−8.5% | Reduced |
| Geller Advisors LLC | 1,471 | $372.0K | 0.03% | −15−1.0% | Reduced |
| Brown Advisory Inc | 1,475 | $373.0K | 0.00% | −138−8.6% | Reduced |
| Advisory Alpha, LLC | 1,481 | $374.5K | 0.02% | +1,481 | New |
| Maven Securities LTD | 1,492 | $377.3K | 0.02% | +1,492 | New |
| Milestone Asset Management, LLC | 1,492 | $377.3K | 0.11% | +1,492 | New |
| Fullerton Fund Management Co Ltd. | 1,498 | $378.8K | 0.02% | +1,498 | New |
| Kestra Private Wealth Services, LLC | 1,527 | $386.2K | 0.01% | +51+3.5% | Added |
| Angeles Wealth Management, LLC | 1,527 | $386.2K | 0.04% | +78+5.4% | Added |
| Summit Trail Advisors, LLC | 1,538 | $388.9K | 0.01% | +469+43.9% | Added |
| Gratus Wealth Advisors, LLC | 1,713 | $389.1K | 0.07% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,545 | $390.7K | 0.16% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,706 | $391.0K | 0.03% | +84+5.2% | Added |
| Resurgent Financial Advisors LLC | 1,559 | $394.3K | 0.21% | +1,299+499.6% | Added |
| Gladstone Institutional Advisory LLC | 1,560 | $394.5K | 0.02% | −107−6.4% | Reduced |
| Qsemble Capital Management, LP | 1,562 | $395.0K | 0.09% | −1,245−44.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,568 | $396.5K | 0.03% | +141+9.9% | Added |
| Mission Wealth Management, LP | 1,569 | $396.9K | 0.01% | +13+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,574 | $398.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,604 | $405.6K | 0.06% | +34+2.2% | Added |
| Driehaus Capital Management LLC | 1,612 | $407.7K | 0.00% | +1,612 | New |
| Lyell Wealth Management, LP | 1,631 | $412.5K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,638 | $414.2K | 0.10% | −115−6.6% | Reduced |
| Wedmont Private Capital | 1,695 | $415.8K | 0.03% | +188+12.5% | Added |
| Ellevest, Inc. | 1,652 | $417.8K | 0.03% | +1,652 | New |
| Banco Santander, S.A. | 1,657 | $419.0K | 0.01% | +1,657 | New |
| V-Square Quantitative Management LLC | 1,658 | $419.3K | 0.07% | +738+80.2% | Added |
| Dohj, LLC | 1,667 | $421.6K | 0.11% | −2,407−59.1% | Reduced |
| Marex Group plc | 1,668 | $421.8K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,674 | $423.0K | 0.03% | +943+129.0% | Added |
| Berry Wealth Group, LP | 1,675 | $423.6K | 0.35% | −622−27.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,700 | $429.9K | 0.04% | +429+33.8% | Added |
| Scientech Research LLC | 1,709 | $432.2K | 0.23% | +1,709 | New |
| Veracity Capital LLC | 1,712 | $432.9K | 0.17% | −482−22.0% | Reduced |
| GeoWealth Management, LLC | 1,726 | $436.5K | 0.02% | +950+122.4% | Added |
| KRS Capital Management, LLC | 1,765 | $446.4K | 0.36% | −195−9.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,768 | $447.1K | 0.28% | −98−5.3% | Reduced |
| Level Four Advisory Services, LLC | 1,933 | $447.3K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,790 | $452.7K | 0.03% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,791 | $452.9K | 0.30% | −155−8.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,810 | $457.7K | 0.01% | +350+24.0% | Added |
| Edge Capital Group, LLC | 1,812 | $458.2K | 0.02% | −5−0.3% | Reduced |
| NorthRock Partners, LLC | 1,817 | $459.5K | 0.02% | +33+1.8% | Added |
| Wilkins Investment Counsel Inc | 1,850 | $467.8K | 0.07% | 00.0% | Unchanged |
| Balentine LLC | 1,852 | $468.4K | 0.01% | +460+33.0% | Added |
| Fortitude Family Office, LLC | 1,853 | $468.6K | 0.32% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,859 | $470.1K | 0.02% | +34+1.9% | Added |
| Roberts Capital Advisors, LLC | 1,864 | $471.4K | 0.45% | +1,864 | New |
| Moody Aldrich Partners LLC | 1,878 | $474.9K | 0.08% | +202+12.1% | Added |
| Beacon Pointe Advisors, LLC | 1,882 | $475.9K | 0.01% | +993+111.7% | Added |
| Cigna Investments Inc | 1,917 | $485.0K | 0.09% | −46−2.3% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $485.5K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,941 | $490.9K | 0.04% | −104−5.1% | Reduced |
| Park Avenue Securities LLC | 1,961 | $496.0K | 0.01% | +39+2.0% | Added |
| PEAK6 Investments LLC | 1,969 | $497.9K | 0.02% | −9,170−82.3% | Reduced |
| Wintrust Investments LLC | 1,974 | $499.0K | 0.04% | +100+5.3% | Added |
| Ameritas Investment Partners, Inc. | 1,974 | $499.2K | 0.02% | −61−3.0% | Reduced |
| Zacks Investment Management | 1,978 | $500.2K | 0.01% | −22−1.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,206 | $501.9K | 0.43% | +2,206 | New |
| Valeo Financial Advisors, LLC | 2,090 | $502.9K | 0.02% | −731−25.9% | Reduced |
| Polymer Capital Management (HK) LTD | 2,000 | $505.8K | 0.13% | −300−13.0% | Reduced |
| Fosun International Ltd | 2,000 | $505.8K | 0.16% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,000 | $505.8K | 0.17% | +190+10.5% | Added |
| Regions Financial Corp | 2,009 | $508.1K | 0.00% | +100+5.2% | Added |
| Vident Advisory, LLC | 2,010 | $508.3K | 0.01% | +362+22.0% | Added |
| Welch & Forbes LLC | 2,020 | $510.8K | 0.01% | −592−22.7% | Reduced |
| MSH Capital Advisors LLC | 2,065 | $522.2K | 0.18% | +5+0.2% | Added |
| Michael B. Yongue | 2,072 | $524.0K | 0.46% | −802−27.9% | Reduced |
| Busey Wealth Management | 2,095 | $529.8K | 0.02% | +15+0.7% | Added |
| John G Ullman & Associates Inc | 2,100 | $531.1K | 0.08% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,127 | $537.9K | 0.12% | +62+3.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,143 | $541.9K | 0.19% | +235+12.3% | Added |
| SpiderRock Advisors, LLC | 2,140 | $543.3K | 0.02% | +2,140 | New |
| NewEdge Wealth, LLC | 2,452 | $544.7K | 0.01% | +106+4.5% | Added |
| Campbell & CO Investment Adviser LLC | 2,158 | $545.7K | 0.05% | +863+66.6% | Added |
| CAPROCK Group, Inc. | 2,158 | $545.7K | 0.03% | +931+75.9% | Added |
| Rathbone Brothers plc | 2,160 | $546.2K | 0.00% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,175 | $550.0K | 0.52% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,180 | $551.3K | 0.01% | +14+0.6% | Added |
| Trust Asset Management LLC | 2,194 | $554.8K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,194 | $554.8K | 0.22% | +984+81.3% | Added |
| Schonfeld Strategic Advisors LLC | 2,198 | $555.9K | 0.00% | +2,198 | New |
| Inspire Advisors, LLC | 2,200 | $556.4K | 0.08% | +233+11.8% | Added |
| Wetherby Asset Management Inc | 2,208 | $558.4K | 0.03% | −2−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 2,254 | $570.0K | 0.03% | +2,254 | New |
| Benjamin F. Edwards & Company, Inc. | 2,335 | $590.0K | 0.01% | +123+5.6% | Added |