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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 119 | $30.1K | 0.00% | +9+8.2% | Added |
| Global Wealth Strategies & Associates | 118 | $29.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 115 | $29.1K | 0.00% | −32−21.8% | Reduced |
| Umb Bank N A | 108 | $27.3K | 0.00% | +6+5.9% | Added |
| Silver Oak Securities, Inc | 106 | $26.8K | 0.00% | −2,738−96.3% | Reduced |
| Caldwell Trust Co | 102 | $25.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bullock Wealth Management Group | 100 | $24.9K | 0.02% | +100 | New |
| Central Bank & Trust Co | 94 | $23.8K | 0.00% | −74−44.0% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $23.0K | 0.00% | +4+4.6% | Added |
| China Universal Asset Management Co., Ltd. | 84 | $21.2K | 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 |
| Bogart Wealth, LLC | 73 | $18.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $17.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $16.9K | 0.01% | +50+294.1% | Added |
| Main Street Group, LTD | 68 | $16.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 65 | $16.4K | 0.00% | −11−14.5% | Reduced |
| McIlrath & Eck, LLC | 65 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $16.4K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $16.4K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $16.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 64 | $16.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 62 | $15.7K | 0.00% | +1+1.6% | Added |
| WR Wealth Planners, LLC | 62 | $15.7K | 0.00% | +62 | New |
| Fairman Group, LLC | 61 | $15.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $15.0K | 0.00% | −36−37.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 55 | $13.9K | 0.01% | −13−19.1% | Reduced |
| Salomon & Ludwin, LLC | 55 | $13.9K | 0.00% | +27+96.4% | Added |
| AdvisorNet Financial, Inc | 53 | $13.4K | 0.00% | −71−57.3% | Reduced |
| Larson Financial Group LLC | 51 | $12.9K | 0.00% | −9−15.0% | Reduced |
| Independence Bank of Kentucky | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $12.1K | 0.00% | +48 | New |
| GW&K Investment Management, LLC | 47 | $12.0K | 0.00% | −16−25.4% | Reduced |
| Truvestments Capital LLC | 45 | $11.4K | 0.00% | +45 | New |
| Ruedi Wealth Management, Inc. | 45 | $11.4K | 0.00% | +45 | New |
| Venturi Wealth Management, LLC | 43 | $10.9K | 0.00% | +21+95.5% | Added |
| Eagle Bay Advisors LLC | 43 | $10.9K | 0.01% | +7+19.4% | Added |
| Clean Yield Group | 42 | $10.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 42 | $10.6K | 0.00% | +42 | New |
| Bangor Savings Bank | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $10.1K | 0.00% | +2+5.3% | Added |
| Creative Financial Designs Inc | 39 | $9.86K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $9.10K | 0.00% | −31−46.3% | Reduced |
| Hanson & Doremus Investment Management | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 36 | $9.00K | 0.00% | +4+12.5% | Added |
| Ronald Blue Trust, Inc. | 35 | $8.85K | 0.00% | −50−58.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $8.85K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.59K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $7.59K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 30 | $7.59K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.59K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 30 | $7.59K | 0.00% | +30 | New |
| Aspect Partners, LLC | 29 | $7.33K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 29 | $7.33K | 0.00% | +29 | New |
| Coston, McIsaac & Partners | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $6.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $6.00K | 0.00% | +3+15.0% | Added |
| HHM Wealth Advisors, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $5.82K | 0.00% | +23 | New |
| Robinswood Financial LLC | 23 | $5.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $5.66K | 0.00% | −2−8.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22 | $5.56K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 21 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $5.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 21 | $5.23K | 0.01% | −396−95.0% | Reduced |
| Leonteq Securities AG | 20 | $5.06K | 0.00% | −256−92.8% | Reduced |
| Roble, Belko & Company, Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $5.00K | 0.00% | +6+60.0% | Added |
| SYSTM Wealth Solutions LLC | 19 | $4.80K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $4.55K | 0.00% | +1+5.9% | Added |
| Westend Capital Management, LLC | 17 | $4.30K | 0.00% | +17 | New |
| ClariVest Asset Management LLC | 17 | $4.30K | 0.00% | +6+54.5% | Added |
| Webster Bank, N. A. | 16 | $4.05K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.87K | 0.00% | +2+15.4% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $3.79K | 0.00% | −70−82.4% | Reduced |
| Versant Capital Management, Inc | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $3.04K | 0.00% | −45−78.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $3.04K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $3.04K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $2.53K | 0.00% | +10 | New |
| Sachetta, LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.28K | 0.00% | +1+12.5% | Added |
| Rakuten Securities, Inc. | 8 | $2.02K | 0.00% | −7−46.7% | Reduced |
| EntryPoint Capital, LLC | 7 | $1.77K | 0.00% | −89−92.7% | Reduced |
| North Star Investment Management Corp. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.56K | 0.00% | +6+600.0% | Added |
| Trifecta Capital Advisors, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.52K | 0.00% | +3+100.0% | Added |
| Richardson Financial Services Inc. | 6 | $1.52K | 0.00% | +6 | New |