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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 5,326 | $1.35M | 0.02% | +1,559+41.4% | Added |
| Fairbanks Capital Management, Inc. | 5,319 | $1.35M | 0.93% | −48−0.9% | Reduced |
| Wolverine Trading, LLC | 5,237 | $1.32M | 0.01% | −939−15.2% | Reduced |
| Todd Asset Management LLC | 5,208 | $1.32M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,201 | $1.32M | 0.00% | −3,355−39.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,182 | $1.31M | 0.09% | +1,604+44.8% | Added |
| Bridgewater Associates, LP | 5,105 | $1.29M | 0.01% | +961+23.2% | Added |
| Tokio Marine Asset Management Co Ltd | 5,078 | $1.28M | 0.06% | +468+10.2% | Added |
| Papp L Roy & Associates | 4,919 | $1.24M | 0.15% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,907 | $1.24M | 0.01% | +4,455+985.6% | Added |
| Stablepoint Partners, LLC | 4,871 | $1.23M | 0.25% | +1,176+31.8% | Added |
| Concurrent Investment Advisors, LLC | 4,867 | $1.23M | 0.05% | −1,692−25.8% | Reduced |
| Shell Asset Management Co | 5,812 | $1.23M | 0.06% | +908+18.5% | Added |
| Davy Global Fund Management Ltd | 4,814 | $1.22M | 0.14% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,800 | $1.21M | 0.00% | −33,900−87.6% | Reduced |
| First Horizon Advisors, Inc. | 4,765 | $1.21M | 0.04% | −297−5.9% | Reduced |
| Verition Fund Management LLC | 4,727 | $1.20M | 0.01% | +3,730+374.1% | Added |
| Financial Insights, Inc. | 4,719 | $1.19M | 0.33% | −369−7.3% | Reduced |
| Private Advisor Group, LLC | 4,699 | $1.19M | 0.01% | −516−9.9% | Reduced |
| Laurel Wealth Advisors LLC | 4,557 | $1.15M | 0.20% | −5−0.1% | Reduced |
| Kinneret Advisory, LLC | 4,553 | $1.15M | 0.12% | −14−0.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,501 | $1.14M | 0.40% | +239+5.6% | Added |
| Bowman & Co S.C. | 4,445 | $1.12M | 0.68% | −12−0.3% | Reduced |
| NEOS Investment Management LLC | 4,424 | $1.12M | 0.07% | +1,834+70.8% | Added |
| Strategic Global Advisors, LLC | 4,335 | $1.10M | 0.24% | −141−3.2% | Reduced |
| BNP Paribas | 4,328 | $1.10M | 0.05% | +4,328 | New |
| MidWestOne Financial Group, Inc. | 4,247 | $1.07M | 0.19% | +1,154+37.3% | Added |
| Burns Matteson Capital Management, LLC | 4,227 | $1.07M | 0.69% | −25−0.6% | Reduced |
| H&H Retirement Design & Management INC | 4,603 | $1.06M | 0.70% | +4,603 | New |
| Apollon Wealth Management, LLC | 4,154 | $1.05M | 0.03% | +1,364+48.9% | Added |
| Central Pacific Bank - Trust Division | 4,199 | $1.05M | 0.13% | +4,199 | New |
| Exchange Traded Concepts, LLC | 4,132 | $1.04M | 0.03% | −2,600−38.6% | Reduced |
| Lincoln National Corp | 4,124 | $1.04M | 0.02% | −120−2.8% | Reduced |
| E Fund Management Co., Ltd. | 4,122 | $1.04M | 0.06% | +3,196+345.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,182 | $1.04M | 0.62% | −255−5.7% | Reduced |
| Plato Investment Management Ltd | 4,108 | $1.04M | 0.11% | +4,076+12,737.5% | Added |
| Lido Advisors, LLC | 4,080 | $1.03M | 0.01% | +581+16.6% | Added |
| BBR Partners, LLC | 4,079 | $1.03M | 0.08% | +4,079 | New |
| Harbert Fund Advisors, Inc. | 4,050 | $1.02M | 0.70% | −1,575−28.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,975 | $1.00M | 0.48% | −755−16.0% | Reduced |
| United Community Bank | 3,967 | $1.00M | 0.39% | −30−0.8% | Reduced |
| Panagora Asset Management Inc | 3,941 | $996.6K | 0.01% | −2,935−42.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,929 | $993.6K | 0.00% | +2,677+213.8% | Added |
| Beacon Financial Group | 3,925 | $992.5K | 0.11% | −164−4.0% | Reduced |
| Man Group plc | 3,894 | $984.8K | 0.00% | +2,378+156.9% | Added |
| Virtu Financial LLC | 3,873 | $979.0K | 0.07% | +3,873 | New |
| Flputnam Investment Management Co | 3,864 | $977.1K | 0.02% | −1,578−29.0% | Reduced |
| Coldstream Capital Management Inc | 3,765 | $952.1K | 0.02% | −48−1.3% | Reduced |
| Blair William & Co | 3,744 | $946.7K | 0.00% | −3,062−45.0% | Reduced |
| Dimension Capital Management LLC | 3,685 | $931.9K | 0.19% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,622 | $916.0K | 0.38% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,600 | $910.4K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,545 | $896.5K | 0.05% | +195+5.8% | Added |
| Fulton Bank, N.A. | 3,505 | $886.4K | 0.04% | +86+2.5% | Added |
| Power Wealth Management LLC | 3,500 | $885.1K | 0.56% | +1,003+40.2% | Added |
| United Capital Financial Advisers, LLC | 3,464 | $876.0K | 0.01% | −182−5.0% | Reduced |
| Alps Advisors Inc | 3,418 | $864.4K | 0.01% | +1,139+50.0% | Added |
| Great Valley Advisor Group, Inc. | 3,399 | $859.3K | 0.03% | +176+5.5% | Added |
| IVC Wealth Advisors LLC | 3,375 | $853.5K | 0.49% | −100−2.9% | Reduced |
| First Citizens Bank & Trust Co | 3,369 | $852.0K | 0.02% | +3,369 | New |
| Strategic Blueprint, LLC | 3,362 | $850.2K | 0.06% | +360+12.0% | Added |
| Acadian Asset Management LLC | 3,360 | $849.0K | 0.00% | −435−11.5% | Reduced |
| Birchbrook, Inc. | 3,344 | $845.7K | 0.50% | −268−7.4% | Reduced |
| Stonebrook Private Inc. | 3,339 | $844.4K | 0.25% | +286+9.4% | Added |
| Caxton Associates LP | 3,329 | $841.9K | 0.06% | +3,329 | New |
| Clear Harbor Asset Management, LLC | 3,323 | $840.4K | 0.07% | +10.0% | Added |
| Client 1st Advisory Group, LLC | 3,310 | $837.1K | 0.38% | +395+13.6% | Added |
| Liberty One Investment Management, LLC | 3,306 | $836.1K | 0.09% | −75−2.2% | Reduced |
| Aspire Private Capital, LLC | 3,280 | $829.5K | 0.22% | +323+10.9% | Added |
| Baldwin Investment Management, LLC | 3,268 | $826.4K | 0.11% | +200+6.5% | Added |
| Great Lakes Advisors, LLC | 3,261 | $824.7K | 0.01% | +580+21.6% | Added |
| Global Trust Asset Management, LLC | 3,228 | $816.3K | 0.34% | −15−0.5% | Reduced |
| Greenleaf Trust | 3,212 | $812.3K | 0.01% | +58+1.8% | Added |
| LVM Capital Management Ltd | 3,210 | $812.0K | 0.10% | +3,210 | New |
| SFE Investment Counsel | 3,190 | $806.7K | 0.18% | +3,190 | New |
| Meeder Advisory Services, Inc. | 3,148 | $796.1K | 0.08% | +169+5.7% | Added |
| Merit Financial Group, LLC | 3,540 | $790.7K | 0.02% | +3,540 | New |
| Formula Growth Ltd | 3,100 | $784.0K | 0.25% | +3,100 | New |
| Boston Partners | 3,081 | $779.2K | 0.00% | −267−8.0% | Reduced |
| Strategic Investment Advisors | 3,055 | $772.6K | 0.10% | +194+6.8% | Added |
| LGT Fund Management Co Ltd. | 3,040 | $768.8K | 0.32% | −6,960−69.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,015 | $762.5K | 0.24% | +37+1.2% | Added |
| Wealthfront Advisers LLC | 3,014 | $762.2K | 0.00% | −15−0.5% | Reduced |
| Allred Capital Management, LLC | 3,000 | $758.7K | 0.30% | +1,139+61.2% | Added |
| S&CO Inc | 3,000 | $758.0K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,972 | $748.1K | 0.14% | +1,773+147.9% | Added |
| Atlas Private Wealth Management | 2,952 | $746.5K | 0.31% | +2+0.1% | Added |
| Investment Management Corp of Ontario | 2,949 | $745.8K | 0.02% | −1,300−30.6% | Reduced |
| Perigon Wealth Management, LLC | 2,942 | $744.0K | 0.02% | −102−3.4% | Reduced |
| NBC Securities, Inc. | 2,919 | $738.0K | 0.07% | +128+4.6% | Added |
| Profund Advisors LLC | 2,859 | $723.0K | 0.03% | −141−4.7% | Reduced |
| Brookstone Capital Management | 2,835 | $716.9K | 0.01% | +42+1.5% | Added |
| Snowden Capital Advisors LLC | 2,822 | $713.7K | 0.02% | +430+18.0% | Added |
| Change Path, LLC | 2,800 | $708.0K | 0.03% | −427−13.2% | Reduced |
| 9258 Wealth Management, LLC | 2,784 | $704.0K | 0.11% | −131−4.5% | Reduced |
| National Asset Management, Inc. | 3,568 | $702.0K | 0.02% | +436+13.9% | Added |
| Gsa Capital Partners LLP | 2,769 | $700.0K | 0.06% | +2,769 | New |
| Teza Capital Management LLC | 2,756 | $697.0K | 0.09% | +2,756 | New |
| Avantax Advisory Services, Inc. | 2,738 | $692.4K | 0.01% | +36+1.3% | Added |
| Signaturefd, LLC | 2,647 | $669.4K | 0.01% | +155+6.2% | Added |