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 |
|---|---|---|---|---|---|
| Jackson Square Partners, LLC | 24,107 | $6.10M | 0.25% | −1,872−7.2% | Reduced |
| Mutual of America Capital Management LLC | 23,982 | $6.06M | 0.07% | −585−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 23,856 | $6.03M | 0.01% | +1,547+6.9% | Added |
| Principal Securities, Inc. | 23,580 | $5.96M | 0.19% | +2,076+9.7% | Added |
| Ethic Inc. | 23,559 | $5.96M | 0.15% | +8,493+56.4% | Added |
| Globeflex Capital L P | 22,952 | $5.80M | 0.57% | −1,641−6.7% | Reduced |
| CWM Advisors, LLC | 22,114 | $5.59M | 0.57% | +2,678+13.8% | Added |
| British Columbia Investment Management Corp | 21,789 | $5.51M | 0.04% | +703+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,641 | $5.47M | 0.02% | +618+2.9% | Added |
| Tocqueville Asset Management L.P. | 21,211 | $5.36M | 0.09% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 21,158 | $5.35M | 1.90% | +21,158 | New |
| Davenport & Co LLC | 20,705 | $5.24M | 0.03% | −1,916−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,665 | $5.20M | 0.06% | −4,064−16.4% | Reduced |
| Goelzer Investment Management, Inc. | 20,549 | $5.20M | 0.29% | −727−3.4% | Reduced |
| EFG Asset Management (North America) Corp. | 20,565 | $5.20M | 0.90% | +920+4.7% | Added |
| Rafferty Asset Management, LLC | 20,479 | $5.18M | 0.02% | +1,842+9.9% | Added |
| iA Global Asset Management Inc. | 20,316 | $5.14M | 0.11% | −1,949−8.8% | Reduced |
| Gulf International Bank (UK) Ltd | 20,027 | $5.06M | 0.13% | +80+0.4% | Added |
| Pinebridge Investments, L.P. | 19,926 | $5.04M | 0.04% | +4,560+29.7% | Added |
| Deltec Asset Management LLC | 19,725 | $4.99M | 0.98% | −2,258−10.3% | Reduced |
| Spears Abacus Advisors LLC | 19,595 | $4.96M | 0.10% | +167+0.9% | Added |
| Titan Global Capital Management USA LLC | 19,437 | $4.92M | 0.78% | −869−4.3% | Reduced |
| GWM Advisors LLC | 19,201 | $4.86M | 0.04% | −130−0.7% | Reduced |
| Ieq Capital, LLC | 19,166 | $4.85M | 0.07% | +742+4.0% | Added |
| Reliant Investment Management, LLC | 19,060 | $4.82M | 2.26% | +65+0.3% | Added |
| Cullen Investment Group, Ltd. | 19,392 | $4.76M | 0.75% | +192+1.0% | Added |
| Nisa Investment Advisors, LLC | 18,730 | $4.74M | 0.03% | +8,022+74.9% | Added |
| Schroder Investment Management Group | 18,525 | $4.68M | 0.01% | −899−4.6% | Reduced |
| Atria Investments LLC | 18,365 | $4.64M | 0.06% | +786+4.5% | Added |
| Pathstone Holdings, LLC | 18,287 | $4.62M | 0.02% | +3,108+20.5% | Added |
| CIBC World Markets Corp | 18,278 | $4.62M | 0.03% | −5,299−22.5% | Reduced |
| Argent Trust Co | 18,163 | $4.59M | 0.21% | +457+2.6% | Added |
| Creative Planning | 18,157 | $4.59M | 0.01% | +2,227+14.0% | Added |
| Twin Tree Management, LP | 18,115 | $4.58M | 0.10% | +18,115 | New |
| CIBC World Markets Inc. | 18,018 | $4.56M | 0.01% | −3,746−17.2% | Reduced |
| Ratan Capital Management LP | 17,742 | $4.49M | 2.39% | −3,600−16.9% | Reduced |
| Otter Creek Advisors, LLC | 17,685 | $4.47M | 3.14% | +4,607+35.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 17,578 | $4.45M | 1.26% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,519 | $4.43M | 0.03% | +3,669+26.5% | Added |
| Two Sigma Investments, LP | 17,505 | $4.43M | 0.01% | +17,505 | New |
| Investment Research & Advisory Group, Inc. | 17,445 | $4.41M | 2.05% | +40+0.2% | Added |
| WCG Wealth Advisors LLC | 17,273 | $4.37M | 0.37% | −5,924−25.5% | Reduced |
| Gotham Asset Management, LLC | 17,040 | $4.31M | 0.07% | +11,201+191.8% | Added |
| Tranquility Partners, LLC | 16,685 | $4.22M | 1.63% | +57+0.3% | Added |
| Engineers Gate Manager LP | 16,660 | $4.21M | 0.11% | +5,839+54.0% | Added |
| Elo Mutual Pension Insurance Co | 16,660 | $4.21M | 0.10% | +672+4.2% | Added |
| US Bancorp | 16,497 | $4.17M | 0.01% | −2,036−11.0% | Reduced |
| Jefferies Financial Group Inc. | 16,428 | $4.15M | 0.08% | +16,428 | New |
| CI Private Wealth, LLC | 16,048 | $4.06M | 0.01% | −1,168−6.8% | Reduced |
| Bokf, NA | 16,006 | $3.98M | 0.07% | −675−4.0% | Reduced |
| Meridian Wealth Advisors, LLC | 15,726 | $3.98M | 0.75% | +879+5.9% | Added |
| Thompson Siegel & Walmsley LLC | 15,700 | $3.97M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,620 | $3.95M | 0.08% | +1,327+9.3% | Added |
| Mariner, LLC | 15,463 | $3.91M | 0.01% | +1,019+7.1% | Added |
| Macquarie Group Ltd | 15,451 | $3.91M | 0.00% | −346−2.2% | Reduced |
| Teacher Retirement System of Texas | 15,448 | $3.91M | 0.02% | +7,027+83.4% | Added |
| Sandler Capital Management | 15,078 | $3.81M | 0.46% | +15,078 | New |
| Teachers Retirement System of the State of Kentucky | 15,031 | $3.80M | 0.03% | −847−5.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,893 | $3.77M | 0.79% | +1,500+11.2% | Added |
| Pacer Advisors, Inc. | 14,889 | $3.77M | 0.01% | +476+3.3% | Added |
| Paradiem, LLC | 14,888 | $3.77M | 0.93% | +3,402+29.6% | Added |
| Wesbanco Bank Inc | 14,674 | $3.71M | 0.14% | +14,674 | New |
| JustInvest LLC | 14,295 | $3.62M | 0.08% | +2,280+19.0% | Added |
| Fairhaven Wealth Management, LLC | 14,191 | $3.59M | 1.23% | −374−2.6% | Reduced |
| Sectoral Asset Management Inc | 14,100 | $3.57M | 1.40% | −2,500−15.1% | Reduced |
| Clarkston Capital Partners, LLC | 14,000 | $3.54M | 0.06% | +7,000+100.0% | Added |
| AE Wealth Management LLC | 13,931 | $3.52M | 0.04% | −15,349−52.4% | Reduced |
| Kentucky Retirement Systems | 13,860 | $3.51M | 0.10% | −792−5.4% | Reduced |
| Banque Cantonale Vaudoise | 13,814 | $3.49M | 0.14% | +1,144+9.0% | Added |
| Graphene Investments SAS | 13,600 | $3.44M | 2.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 13,551 | $3.43M | 0.75% | +242+1.8% | Added |
| Oppenheimer Asset Management Inc. | 13,467 | $3.41M | 0.05% | −127−0.9% | Reduced |
| Jane Street Group, LLC | 13,314 | $3.37M | 0.00% | −7,988−37.5% | Reduced |
| Quadrature Capital Ltd | 13,309 | $3.37M | 0.06% | +13,309 | New |
| Semmax Financial Advisors Inc. | 14,631 | $3.35M | 1.10% | +1,887+14.8% | Added |
| Invera Wealth Advisors, LLC | 14,460 | $3.28M | 2.79% | −18−0.1% | Reduced |
| Citadel Advisors LLC | 12,868 | $3.25M | 0.00% | +12,868 | New |
| Maryland State Retirement & Pension System | 14,078 | $3.20M | 0.06% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 12,609 | $3.19M | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,473 | $3.15M | 0.08% | +324+2.7% | Added |
| Chartwell Investment Partners, LLC | 12,451 | $3.15M | 0.11% | +12,451 | New |
| Jag Capital Management, LLC | 12,201 | $3.09M | 0.44% | +800+7.0% | Added |
| Eversept Partners, LP | 12,178 | $3.08M | 0.23% | −85−0.7% | Reduced |
| Geneos Wealth Management Inc. | 12,138 | $3.07M | 0.14% | +649+5.6% | Added |
| Tredje AP-fonden | 12,121 | $3.07M | 0.03% | −9,482−43.9% | Reduced |
| Crossmark Global Holdings, Inc. | 12,123 | $3.06M | 0.06% | −1,143−8.6% | Reduced |
| Integrated Advisors Network LLC | 11,955 | $3.02M | 0.15% | −47−0.4% | Reduced |
| Harrell Investment Partners, LLC | 11,933 | $3.02M | 0.89% | −1,382−10.4% | Reduced |
| Steinberg Asset Management LLC | 11,908 | $3.01M | 2.55% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 11,842 | $2.99M | 0.04% | −15,784−57.1% | Reduced |
| Hartford Investment Management Co | 11,803 | $2.98M | 0.11% | −541−4.4% | Reduced |
| Bridgeway Capital Management, LLC | 11,800 | $2.98M | 0.06% | +11,800 | New |
| Marshall Wace, LLP | 11,636 | $2.94M | 0.00% | +11,636 | New |
| Citizens Business Bank | 11,434 | $2.89M | 0.60% | −374−3.2% | Reduced |
| Parsons Capital Management Inc | 11,213 | $2.84M | 0.19% | −403−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,096 | $2.81M | 0.01% | −1,147−9.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 11,073 | $2.80M | 0.45% | −61−0.5% | Reduced |
| Spirepoint Private Client, LLC | 10,815 | $2.74M | 0.42% | +10,815 | New |
| Mercer Global Advisors Inc | 10,766 | $2.72M | 0.01% | −368−3.3% | Reduced |
| Banque Pictet & Cie SA | 10,750 | $2.72M | 0.03% | 00.0% | Unchanged |