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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 2,336 | $590.8K | 0.03% | −5−0.2% | Reduced |
| Waldron Private Wealth LLC | 2,345 | $593.0K | 0.03% | +9+0.4% | Added |
| Partners Capital Investment Group, LLP | 2,374 | $600.4K | 0.02% | −2,909−55.1% | Reduced |
| HB Wealth Management, LLC | 2,389 | $604.2K | 0.01% | +187+8.5% | Added |
| Great Lakes Retirement, Inc. | 2,393 | $605.2K | 0.09% | +84+3.6% | Added |
| Symmetry Partners, LLC | 2,445 | $618.0K | 0.05% | +201+9.0% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $621.9K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,476 | $626.2K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,490 | $629.7K | 0.02% | −6−0.2% | Reduced |
| ProVise Management Group, LLC | 2,504 | $633.2K | 0.05% | +186+8.0% | Added |
| Empowered Funds, LLC | 2,512 | $635.3K | 0.01% | +658+35.5% | Added |
| Northeast Financial Consultants Inc | 2,540 | $642.3K | 0.03% | −1,040−29.1% | Reduced |
| Magnolia Capital Advisors LLC | 2,818 | $642.8K | 0.54% | +200+7.6% | Added |
| Allianz SE | 2,547 | $644.1K | 0.02% | +2,547 | New |
| Pitcairn Co | 2,594 | $656.0K | 0.04% | +148+6.1% | Added |
| Armstrong, Fleming & Moore, Inc | 2,595 | $656.3K | 0.45% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,634 | $666.1K | 0.21% | −173−6.2% | Reduced |
| Signaturefd, LLC | 2,647 | $669.4K | 0.01% | +155+6.2% | Added |
| Avantax Advisory Services, Inc. | 2,738 | $692.4K | 0.01% | +36+1.3% | Added |
| Teza Capital Management LLC | 2,756 | $697.0K | 0.09% | +2,756 | New |
| Gsa Capital Partners LLP | 2,769 | $700.0K | 0.06% | +2,769 | New |
| National Asset Management, Inc. | 3,568 | $702.0K | 0.02% | +436+13.9% | Added |
| 9258 Wealth Management, LLC | 2,784 | $704.0K | 0.11% | −131−4.5% | Reduced |
| Change Path, LLC | 2,800 | $708.0K | 0.03% | −427−13.2% | Reduced |
| Snowden Capital Advisors LLC | 2,822 | $713.7K | 0.02% | +430+18.0% | Added |
| Brookstone Capital Management | 2,835 | $716.9K | 0.01% | +42+1.5% | Added |
| Profund Advisors LLC | 2,859 | $723.0K | 0.03% | −141−4.7% | Reduced |
| NBC Securities, Inc. | 2,919 | $738.0K | 0.07% | +128+4.6% | Added |
| Perigon Wealth Management, LLC | 2,942 | $744.0K | 0.02% | −102−3.4% | Reduced |
| Investment Management Corp of Ontario | 2,949 | $745.8K | 0.02% | −1,300−30.6% | Reduced |
| Atlas Private Wealth Management | 2,952 | $746.5K | 0.31% | +2+0.1% | Added |
| Principal Street Partners, LLC | 2,972 | $748.1K | 0.14% | +1,773+147.9% | Added |
| S&CO Inc | 3,000 | $758.0K | 0.05% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,000 | $758.7K | 0.30% | +1,139+61.2% | Added |
| Wealthfront Advisers LLC | 3,014 | $762.2K | 0.00% | −15−0.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,015 | $762.5K | 0.24% | +37+1.2% | Added |
| LGT Fund Management Co Ltd. | 3,040 | $768.8K | 0.32% | −6,960−69.6% | Reduced |
| Strategic Investment Advisors | 3,055 | $772.6K | 0.10% | +194+6.8% | Added |
| Boston Partners | 3,081 | $779.2K | 0.00% | −267−8.0% | Reduced |
| Formula Growth Ltd | 3,100 | $784.0K | 0.25% | +3,100 | New |
| Merit Financial Group, LLC | 3,540 | $790.7K | 0.02% | +3,540 | New |
| Meeder Advisory Services, Inc. | 3,148 | $796.1K | 0.08% | +169+5.7% | Added |
| SFE Investment Counsel | 3,190 | $806.7K | 0.18% | +3,190 | New |
| LVM Capital Management Ltd | 3,210 | $812.0K | 0.10% | +3,210 | New |
| Greenleaf Trust | 3,212 | $812.3K | 0.01% | +58+1.8% | Added |
| Global Trust Asset Management, LLC | 3,228 | $816.3K | 0.34% | −15−0.5% | Reduced |
| Great Lakes Advisors, LLC | 3,261 | $824.7K | 0.01% | +580+21.6% | Added |
| Baldwin Investment Management, LLC | 3,268 | $826.4K | 0.11% | +200+6.5% | Added |
| Aspire Private Capital, LLC | 3,280 | $829.5K | 0.22% | +323+10.9% | Added |
| Liberty One Investment Management, LLC | 3,306 | $836.1K | 0.09% | −75−2.2% | Reduced |
| Client 1st Advisory Group, LLC | 3,310 | $837.1K | 0.38% | +395+13.6% | Added |
| Clear Harbor Asset Management, LLC | 3,323 | $840.4K | 0.07% | +10.0% | Added |
| Caxton Associates LP | 3,329 | $841.9K | 0.06% | +3,329 | New |
| Stonebrook Private Inc. | 3,339 | $844.4K | 0.25% | +286+9.4% | Added |
| Birchbrook, Inc. | 3,344 | $845.7K | 0.50% | −268−7.4% | Reduced |
| Acadian Asset Management LLC | 3,360 | $849.0K | 0.00% | −435−11.5% | Reduced |
| Strategic Blueprint, LLC | 3,362 | $850.2K | 0.06% | +360+12.0% | Added |
| First Citizens Bank & Trust Co | 3,369 | $852.0K | 0.02% | +3,369 | New |
| IVC Wealth Advisors LLC | 3,375 | $853.5K | 0.49% | −100−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,399 | $859.3K | 0.03% | +176+5.5% | Added |
| Alps Advisors Inc | 3,418 | $864.4K | 0.01% | +1,139+50.0% | Added |
| United Capital Financial Advisers, LLC | 3,464 | $876.0K | 0.01% | −182−5.0% | Reduced |
| Power Wealth Management LLC | 3,500 | $885.1K | 0.56% | +1,003+40.2% | Added |
| Fulton Bank, N.A. | 3,505 | $886.4K | 0.04% | +86+2.5% | Added |
| We Are One Seven, LLC | 3,545 | $896.5K | 0.05% | +195+5.8% | Added |
| Alberta Investment Management Corp | 3,600 | $910.4K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,622 | $916.0K | 0.38% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 3,685 | $931.9K | 0.19% | 00.0% | Unchanged |
| Blair William & Co | 3,744 | $946.7K | 0.00% | −3,062−45.0% | Reduced |
| Coldstream Capital Management Inc | 3,765 | $952.1K | 0.02% | −48−1.3% | Reduced |
| Flputnam Investment Management Co | 3,864 | $977.1K | 0.02% | −1,578−29.0% | Reduced |
| Virtu Financial LLC | 3,873 | $979.0K | 0.07% | +3,873 | New |
| Man Group plc | 3,894 | $984.8K | 0.00% | +2,378+156.9% | Added |
| Beacon Financial Group | 3,925 | $992.5K | 0.11% | −164−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,929 | $993.6K | 0.00% | +2,677+213.8% | Added |
| Panagora Asset Management Inc | 3,941 | $996.6K | 0.01% | −2,935−42.7% | Reduced |
| United Community Bank | 3,967 | $1.00M | 0.39% | −30−0.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,975 | $1.00M | 0.48% | −755−16.0% | Reduced |
| Harbert Fund Advisors, Inc. | 4,050 | $1.02M | 0.70% | −1,575−28.0% | Reduced |
| BBR Partners, LLC | 4,079 | $1.03M | 0.08% | +4,079 | New |
| Lido Advisors, LLC | 4,080 | $1.03M | 0.01% | +581+16.6% | Added |
| Plato Investment Management Ltd | 4,108 | $1.04M | 0.11% | +4,076+12,737.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,182 | $1.04M | 0.62% | −255−5.7% | Reduced |
| E Fund Management Co., Ltd. | 4,122 | $1.04M | 0.06% | +3,196+345.1% | Added |
| Lincoln National Corp | 4,124 | $1.04M | 0.02% | −120−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,132 | $1.04M | 0.03% | −2,600−38.6% | Reduced |
| Central Pacific Bank - Trust Division | 4,199 | $1.05M | 0.13% | +4,199 | New |
| Apollon Wealth Management, LLC | 4,154 | $1.05M | 0.03% | +1,364+48.9% | Added |
| H&H Retirement Design & Management INC | 4,603 | $1.06M | 0.70% | +4,603 | New |
| Burns Matteson Capital Management, LLC | 4,227 | $1.07M | 0.69% | −25−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,247 | $1.07M | 0.19% | +1,154+37.3% | Added |
| BNP Paribas | 4,328 | $1.10M | 0.05% | +4,328 | New |
| Strategic Global Advisors, LLC | 4,335 | $1.10M | 0.24% | −141−3.2% | Reduced |
| NEOS Investment Management LLC | 4,424 | $1.12M | 0.07% | +1,834+70.8% | Added |
| Bowman & Co S.C. | 4,445 | $1.12M | 0.68% | −12−0.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,501 | $1.14M | 0.40% | +239+5.6% | Added |
| Kinneret Advisory, LLC | 4,553 | $1.15M | 0.12% | −14−0.3% | Reduced |
| Laurel Wealth Advisors LLC | 4,557 | $1.15M | 0.20% | −5−0.1% | Reduced |
| Private Advisor Group, LLC | 4,699 | $1.19M | 0.01% | −516−9.9% | Reduced |
| Financial Insights, Inc. | 4,719 | $1.19M | 0.33% | −369−7.3% | Reduced |