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 | 940 | $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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 4,727 | $1.20M | 0.01% | +3,730+374.1% | Added |
| First Horizon Advisors, Inc. | 4,765 | $1.21M | 0.04% | −297−5.9% | Reduced |
| Two Sigma Advisers, LP | 4,800 | $1.21M | 0.00% | −33,900−87.6% | Reduced |
| Davy Global Fund Management Ltd | 4,814 | $1.22M | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,812 | $1.23M | 0.06% | +908+18.5% | Added |
| Concurrent Investment Advisors, LLC | 4,867 | $1.23M | 0.05% | −1,692−25.8% | Reduced |
| Stablepoint Partners, LLC | 4,871 | $1.23M | 0.25% | +1,176+31.8% | Added |
| Rakuten Investment Management, Inc. | 4,907 | $1.24M | 0.01% | +4,455+985.6% | Added |
| Papp L Roy & Associates | 4,919 | $1.24M | 0.15% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,078 | $1.28M | 0.06% | +468+10.2% | Added |
| Bridgewater Associates, LP | 5,105 | $1.29M | 0.01% | +961+23.2% | Added |
| Knights of Columbus Asset Advisors LLC | 5,182 | $1.31M | 0.09% | +1,604+44.8% | Added |
| Captrust Financial Advisors | 5,201 | $1.32M | 0.00% | −3,355−39.2% | Reduced |
| Todd Asset Management LLC | 5,208 | $1.32M | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,237 | $1.32M | 0.01% | −939−15.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,319 | $1.35M | 0.93% | −48−0.9% | Reduced |
| Fiduciary Trust Co | 5,326 | $1.35M | 0.02% | +1,559+41.4% | Added |
| QRG Capital Management, Inc. | 5,331 | $1.35M | 0.02% | +452+9.3% | Added |
| Herold Advisors, Inc. | 5,400 | $1.37M | 0.33% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,405 | $1.37M | 0.02% | +175+3.3% | Added |
| PFG Advisors | 5,411 | $1.37M | 0.10% | −269−4.7% | Reduced |
| Foresight Global Investors, Inc. | 5,413 | $1.37M | 0.67% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.37M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 5,477 | $1.39M | 0.01% | +1,497+37.6% | Added |
| Central Valley Advisors, LLC | 5,612 | $1.42M | 0.73% | +488+9.5% | Added |
| Everence Capital Management Inc | 5,698 | $1.44M | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,742 | $1.45M | 0.01% | −516−8.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,777 | $1.46M | 0.23% | +25+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,790 | $1.46M | 0.04% | −7−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,898 | $1.49M | 0.00% | +300+5.4% | Added |
| Natixis Investment Managers International | 5,920 | $1.50M | 0.10% | +165+2.9% | Added |
| Foundations Investment Advisors, LLC | 5,955 | $1.51M | 0.04% | −731−10.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,023 | $1.52M | 0.10% | −501−7.7% | Reduced |
| UniSuper Management Pty Ltd | 6,029 | $1.52M | 0.01% | +4,321+253.0% | Added |
| Stratos Wealth Partners, LTD. | 6,054 | $1.53M | 0.03% | −653−9.7% | Reduced |
| First Hawaiian Bank | 6,088 | $1.54M | 0.05% | −371−5.7% | Reduced |
| Capstone Investment Advisors, LLC | 6,111 | $1.55M | 0.03% | +4,845+382.7% | Added |
| Fisher Asset Management, LLC | 6,131 | $1.55M | 0.00% | +892+17.0% | Added |
| North Star Asset Management Inc | 6,140 | $1.55M | 0.07% | −65−1.0% | Reduced |
| Kestra Advisory Services, LLC | 6,206 | $1.57M | 0.01% | +710+12.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,325 | $1.60M | 0.26% | +135+2.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,950 | $1.61M | 0.02% | −2,234−24.3% | Reduced |
| Byrne Asset Management LLC | 6,370 | $1.61M | 1.12% | −58−0.9% | Reduced |
| Norinchukin Bank, The | 6,383 | $1.61M | 0.05% | −95−1.5% | Reduced |
| GAM Holding AG | 6,399 | $1.62M | 0.12% | +34+0.5% | Added |
| Twin City Private Wealth, LLC | 6,430 | $1.63M | 1.60% | +6,430 | New |
| Boston Financial Mangement LLC | 6,444 | $1.63M | 0.05% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,223 | $1.64M | 0.03% | −4,046−55.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,484 | $1.64M | 0.04% | −20,384−75.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,527 | $1.65M | 0.12% | −840−11.4% | Reduced |
| World Equity Group, Inc. | 6,569 | $1.66M | 0.34% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,589 | $1.67M | 0.69% | −21−0.3% | Reduced |
| Vinva Investment Management Ltd | 6,610 | $1.67M | 0.10% | +6,610 | New |
| Empirical Finance, LLC | 6,660 | $1.68M | 0.10% | +221+3.4% | Added |
| Advisory Services Network, LLC | 6,777 | $1.71M | 0.04% | −1,727−20.3% | Reduced |
| L2 Asset Management, LLC | 6,785 | $1.72M | 0.56% | +226+3.4% | Added |
| Vestcor Inc | 6,867 | $1.74M | 0.06% | −3,025−30.6% | Reduced |
| Carret Asset Management, LLC | 6,891 | $1.74M | 0.21% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 6,945 | $1.76M | 0.37% | +6,945 | New |
| NBT Bank N A | 6,996 | $1.77M | 0.13% | +81+1.2% | Added |
| WealthShield Partners, LLC | 7,100 | $1.80M | 0.29% | −4,964−41.1% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.81M | 0.08% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 7,216 | $1.82M | 0.01% | −4,050−35.9% | Reduced |
| Maxwell Wealth Strategies Inc. | 8,303 | $1.85M | 0.94% | +6,741+431.6% | Added |
| Metropolitan Life Insurance Co | 7,360 | $1.86M | 0.08% | −94−1.3% | Reduced |
| Fiduciary Alliance LLC | 7,488 | $1.86M | 0.33% | +7,488 | New |
| HF Advisory Group, LLC | 7,373 | $1.86M | 1.04% | +398+5.7% | Added |
| Cunning Capital Partners, LP | 7,400 | $1.87M | 1.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,411 | $1.87M | 0.04% | +1,526+25.9% | Added |
| O'Shaughnessy Asset Management, LLC | 7,501 | $1.90M | 0.02% | +1,513+25.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,625 | $1.93M | 0.80% | +440+6.1% | Added |
| Toroso Investments, LLC | 7,637 | $1.93M | 0.03% | +3,854+101.9% | Added |
| E. Ohman J:or Asset Management AB | 7,701 | $1.95M | 0.05% | +1,000+14.9% | Added |
| PGGM Investments | 7,747 | $1.96M | 0.03% | +1,349+21.1% | Added |
| Entropy Technologies, LP | 7,899 | $2.00M | 0.21% | +5,209+193.6% | Added |
| Aquila Investment Management LLC | 8,000 | $2.02M | 1.73% | +2,000+33.3% | Added |
| XTX Topco Ltd | 8,140 | $2.06M | 0.28% | +8,140 | New |
| Pine Valley Investments Ltd Liability Co | 8,159 | $2.06M | 0.16% | +64+0.8% | Added |
| Magnetar Financial LLC | 8,168 | $2.07M | 0.05% | +8,168 | New |
| Copperleaf Capital, LLC | 8,171 | $2.07M | 1.79% | +134+1.7% | Added |
| Unique Wealth Strategies, LLC | 8,185 | $2.07M | 1.01% | +229+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,197 | $2.07M | 0.04% | −7,424−47.5% | Reduced |
| Bellevue Group AG | 8,336 | $2.11M | 0.03% | +76+0.9% | Added |
| Metis Global Partners, LLC | 8,361 | $2.11M | 0.08% | +103+1.2% | Added |
| Cape Investment Advisory, Inc. | 8,364 | $2.12M | 0.99% | +95+1.1% | Added |
| TownSquare Capital, LLC | 8,406 | $2.13M | 0.03% | +7,088+537.8% | Added |
| First Business Financial Services, Inc. | 8,521 | $2.15M | 0.23% | +126+1.5% | Added |
| Parallel Advisors, LLC | 8,563 | $2.17M | 0.06% | −30−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,785 | $2.22M | 0.24% | +8,785 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,848 | $2.24M | 0.10% | +6,220+236.7% | Added |
| Smith, Salley & Associates | 8,945 | $2.26M | 0.18% | +2,118+31.0% | Added |
| Jump Financial, LLC | 8,947 | $2.26M | 0.06% | +3,863+76.0% | Added |
| Wunderlich Capital Managemnt | 8,999 | $2.28M | 1.03% | −533−5.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,048 | $2.29M | 0.08% | −158−1.7% | Reduced |
| Icon Advisers Inc | 9,238 | $2.30M | 0.50% | 00.0% | Unchanged |
| Duality Advisers, LP | 9,095 | $2.30M | 0.23% | +9,095 | New |
| MONECO Advisors, LLC | 9,136 | $2.31M | 0.37% | +9,136 | New |
| New Mexico Educational Retirement Board | 9,200 | $2.33M | 0.08% | −500−5.2% | Reduced |
| Veriti Management LLC | 9,299 | $2.35M | 0.17% | +243+2.7% | Added |
| Keybank National Association | 9,407 | $2.38M | 0.01% | −289−3.0% | Reduced |