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 |
|---|---|---|---|---|---|
| AXA S.A. | 68,843 | $17.4M | 0.05% | +26,017+60.8% | Added |
| Moran Wealth Management, LLC | 68,330 | $17.3M | 0.56% | −331−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 67,141 | $17.0M | 0.07% | −14,923−18.2% | Reduced |
| Montag & Caldwell, LLC | 66,909 | $16.9M | 2.92% | +841+1.3% | Added |
| Cresset Asset Management, LLC | 62,698 | $15.9M | 0.08% | +41,265+192.5% | Added |
| Resona Asset Management Co.,Ltd. | 62,130 | $15.7M | 0.09% | +62,130 | New |
| Steward Partners Investment Advisory, LLC | 61,956 | $15.7M | 0.17% | +34,409+124.9% | Added |
| McGuire Investment Group, LLC | 61,751 | $15.6M | 2.28% | −11,985−16.3% | Reduced |
| Sheets Smith Wealth Management | 60,880 | $15.4M | 1.72% | +10,000+19.7% | Added |
| Forsta Ap-Fonden | 60,700 | $15.4M | 0.13% | +4,400+7.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 60,360 | $15.3M | 0.41% | +60,360 | New |
| Eastern Bank | 60,307 | $15.3M | 0.63% | −17,423−22.4% | Reduced |
| Baird Financial Group, Inc. | 60,126 | $15.2M | 0.03% | −6,406−9.6% | Reduced |
| Braun Stacey Associates Inc | 59,141 | $15.0M | 0.59% | +59,141 | New |
| SEI Investments Co | 57,887 | $14.6M | 0.02% | +2,638+4.8% | Added |
| GYL Financial Synergies, LLC | 56,839 | $14.4M | 1.13% | −498−0.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 56,264 | $14.2M | 3.24% | −932−1.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 55,726 | $14.1M | 0.14% | +5,100+10.1% | Added |
| Toronto Dominion Bank | 55,659 | $14.1M | 0.02% | −3,249−5.5% | Reduced |
| Sequoia Financial Advisors, LLC | 53,723 | $13.6M | 0.17% | −3,908−6.8% | Reduced |
| Arizona State Retirement System | 52,372 | $13.2M | 0.09% | +851+1.7% | Added |
| Gratus Capital LLC | 51,630 | $13.1M | 0.60% | +1,286+2.6% | Added |
| Brinker Capital Investments, LLC | 50,413 | $12.7M | 0.14% | +1,510+3.1% | Added |
| Orion Portfolio Solutions, LLC | 50,413 | $12.7M | 0.14% | +1,510+3.1% | Added |
| Varma Mutual Pension Insurance Co | 50,200 | $12.7M | 0.11% | +30,100+149.8% | Added |
| State of Michigan Retirement System | 49,994 | $12.6M | 0.07% | −100−0.2% | Reduced |
| American International Group, Inc. | 49,821 | $12.6M | 0.05% | −488−1.0% | Reduced |
| MetLife Investment Management | 49,691 | $12.6M | 0.08% | −1,687−3.3% | Reduced |
| Middleton & Co Inc | 49,027 | $12.4M | 1.43% | −188−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 48,876 | $12.4M | 0.04% | +819+1.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 48,630 | $12.3M | 0.57% | +7,230+17.5% | Added |
| Andra AP-fonden | 47,900 | $12.1M | 0.22% | −2,100−4.2% | Reduced |
| Exencial Wealth Advisors, LLC | 47,474 | $12.0M | 0.45% | +70+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 47,454 | $12.0M | 0.34% | +13,124+38.2% | Added |
| RMB Capital Management, LLC | 47,351 | $12.0M | 0.27% | +47,351 | New |
| Prudential PLC | 46,803 | $11.8M | 0.10% | +26,209+127.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,524 | $11.8M | 0.15% | −4,282−8.4% | Reduced |
| GDS Wealth Management | 45,869 | $11.6M | 1.36% | +4,274+10.3% | Added |
| SG Americas Securities, LLC | 45,787 | $11.6M | 0.06% | +20,369+80.1% | Added |
| Susquehanna International Group, LLP | 45,332 | $11.5M | 0.02% | −9,368−17.1% | Reduced |
| The PNC Financial Services Group, Inc. | 45,118 | $11.4M | 0.01% | +1,738+4.0% | Added |
| Storebrand Asset Management AS | 43,408 | $11.0M | 0.04% | −2,207−4.8% | Reduced |
| Running Oak Capital LLC | 43,073 | $10.9M | 1.75% | +4,598+12.0% | Added |
| Natixis | 42,438 | $10.7M | 0.06% | +35,030+472.9% | Added |
| Addenda Capital Inc. | 42,187 | $10.7M | 0.41% | −2,159−4.9% | Reduced |
| Comerica Bank | 41,440 | $10.5M | 0.05% | +1,161+2.9% | Added |
| Xponance, Inc. | 40,969 | $10.4M | 0.11% | +909+2.3% | Added |
| Retirement Systems of Alabama | 40,279 | $10.2M | 0.04% | −78−0.2% | Reduced |
| Bleakley Financial Group, LLC | 40,211 | $10.2M | 0.29% | −8,375−17.2% | Reduced |
| Simplicity Wealth,LLC | 40,193 | $10.2M | 0.24% | +40,193 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,064 | $10.1M | 0.07% | −37−0.1% | Reduced |
| National Bank of Canada | 43,059 | $10.1M | 0.02% | +17,588+69.1% | Added |
| Amalgamated Bank | 39,608 | $10.0M | 0.09% | −6,337−13.8% | Reduced |
| Forte Capital LLC | 39,529 | $10.0M | 1.24% | +1,879+5.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,456 | $9.98M | 0.11% | +1,300+3.4% | Added |
| Gradient Investments LLC | 39,267 | $9.93M | 0.23% | −855−2.1% | Reduced |
| Qube Research & Technologies Ltd | 38,375 | $9.70M | 0.02% | +29,061+312.0% | Added |
| Telos Capital Management, Inc. | 38,053 | $9.62M | 1.09% | +1,140+3.1% | Added |
| Texas Permanent School Fund | 37,716 | $9.54M | 0.08% | −85−0.2% | Reduced |
| Motco | 37,661 | $9.52M | 0.57% | +1,337+3.7% | Added |
| IFM Investors Pty Ltd | 36,572 | $9.25M | 0.10% | −673−1.8% | Reduced |
| Thrivent Financial for Lutherans | 36,478 | $9.22M | 0.02% | +1,459+4.2% | Added |
| Janney Montgomery Scott LLC | 36,288 | $9.18M | 0.03% | +1,172+3.3% | Added |
| Logan Capital Management Inc | 36,090 | $9.13M | 0.39% | −460−1.3% | Reduced |
| First American Trust, FSB | 35,766 | $9.04M | 0.95% | +568+1.6% | Added |
| Calamos Wealth Management LLC | 35,576 | $9.00M | 0.51% | +1,387+4.1% | Added |
| Daiwa Securities Group Inc. | 35,457 | $8.97M | 0.05% | +474+1.4% | Added |
| NFJ Investment Group, LLC | 34,536 | $8.73M | 0.24% | −5,292−13.3% | Reduced |
| Elevatus Welath Management | 33,750 | $8.54M | 3.37% | +33,750 | New |
| Martingale Asset Management L P | 33,672 | $8.52M | 0.17% | −5,796−14.7% | Reduced |
| Sendero Wealth Management, LLC | 33,122 | $8.38M | 1.44% | +229+0.7% | Added |
| AQR Capital Management LLC | 33,121 | $8.36M | 0.01% | +2,891+9.6% | Added |
| Corsair Capital Management, L.P. | 32,238 | $8.15M | 2.29% | −1,707−5.0% | Reduced |
| Czech National Bank | 32,111 | $8.12M | 0.10% | +39+0.1% | Added |
| Callahan Advisors, LLC | 31,732 | $8.02M | 0.84% | +2,527+8.7% | Added |
| Utah Retirement Systems | 31,559 | $7.98M | 0.09% | 00.0% | Unchanged |
| Bank of Nova Scotia | 31,218 | $7.89M | 0.02% | −3,299−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 31,191 | $7.89M | 0.02% | −17,949−36.5% | Reduced |
| Rhenman & Partners Asset Management AB | 31,000 | $7.84M | 0.74% | −14,000−31.1% | Reduced |
| Marks Group Wealth Management, Inc | 30,903 | $7.82M | 0.82% | +96+0.3% | Added |
| USS Investment Management Ltd | 30,922 | $7.81M | 0.06% | −1,036−3.2% | Reduced |
| Vision Capital Management, Inc. | 30,884 | $7.81M | 1.16% | −220−0.7% | Reduced |
| Boston Private Wealth LLC | 30,713 | $7.77M | 0.17% | −4,730−13.3% | Reduced |
| Achmea Investment Management B.V. | 30,706 | $7.76M | 0.15% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 30,190 | $7.63M | 0.92% | 00.0% | Unchanged |
| ProShare Advisors LLC | 30,043 | $7.60M | 0.02% | −628−2.0% | Reduced |
| DnB Asset Management AS | 29,795 | $7.53M | 0.04% | −128,345−81.2% | Reduced |
| Appleton Partners Inc | 29,749 | $7.52M | 0.58% | +5,568+23.0% | Added |
| State of Alaska, Department of Revenue | 29,027 | $7.34M | 0.08% | +25+0.1% | Added |
| Montag A & Associates Inc | 26,857 | $6.79M | 0.34% | +1,881+7.5% | Added |
| Generate Investment Management Ltd | 26,794 | $6.78M | 0.53% | −14,030−34.4% | Reduced |
| Yousif Capital Management, LLC | 25,880 | $6.54M | 0.07% | −662−2.5% | Reduced |
| Cinctive Capital Management LP | 25,556 | $6.46M | 0.33% | −721−2.7% | Reduced |
| Abn Amro Investment Solutions | 25,414 | $6.43M | 0.11% | +777+3.2% | Added |
| ING Groep NV | 25,009 | $6.32M | 0.04% | +23,168+1,258.4% | Added |
| Nemes Rush Group LLC | 24,941 | $6.31M | 0.90% | +537+2.2% | Added |
| New York Life Investment Management LLC | 24,889 | $6.29M | 0.06% | −1,034−4.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 24,500 | $6.20M | 0.01% | +22,853+1,387.6% | Added |
| Resources Investment Advisors, LLC. | 24,497 | $6.19M | 0.10% | +3,733+18.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,151 | $6.11M | 0.14% | −60.0% | Reduced |