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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 2,634 | $666.1K | 0.21% | −173−6.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,595 | $656.3K | 0.45% | 00.0% | Unchanged |
| Pitcairn Co | 2,594 | $656.0K | 0.04% | +148+6.1% | Added |
| Allianz SE | 2,547 | $644.1K | 0.02% | +2,547 | New |
| Magnolia Capital Advisors LLC | 2,818 | $642.8K | 0.54% | +200+7.6% | Added |
| Northeast Financial Consultants Inc | 2,540 | $642.3K | 0.03% | −1,040−29.1% | Reduced |
| Empowered Funds, LLC | 2,512 | $635.3K | 0.01% | +658+35.5% | Added |
| ProVise Management Group, LLC | 2,504 | $633.2K | 0.05% | +186+8.0% | Added |
| Horizon Investments, LLC | 2,490 | $629.7K | 0.02% | −6−0.2% | Reduced |
| Qtron Investments LLC | 2,476 | $626.2K | 0.09% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 2,459 | $621.9K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,445 | $618.0K | 0.05% | +201+9.0% | Added |
| Great Lakes Retirement, Inc. | 2,393 | $605.2K | 0.09% | +84+3.6% | Added |
| HB Wealth Management, LLC | 2,389 | $604.2K | 0.01% | +187+8.5% | Added |
| Partners Capital Investment Group, LLP | 2,374 | $600.4K | 0.02% | −2,909−55.1% | Reduced |
| Waldron Private Wealth LLC | 2,345 | $593.0K | 0.03% | +9+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 2,336 | $590.8K | 0.03% | −5−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,335 | $590.0K | 0.01% | +123+5.6% | Added |
| ZWJ Investment Counsel Inc | 2,254 | $570.0K | 0.03% | +2,254 | New |
| Wetherby Asset Management Inc | 2,208 | $558.4K | 0.03% | −2−0.1% | Reduced |
| Inspire Advisors, LLC | 2,200 | $556.4K | 0.08% | +233+11.8% | Added |
| Schonfeld Strategic Advisors LLC | 2,198 | $555.9K | 0.00% | +2,198 | New |
| Trust Asset Management LLC | 2,194 | $554.8K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,194 | $554.8K | 0.22% | +984+81.3% | Added |
| Integrated Wealth Concepts LLC | 2,180 | $551.3K | 0.01% | +14+0.6% | Added |
| Kuhn & Co Investment Counsel | 2,175 | $550.0K | 0.52% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,160 | $546.2K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,158 | $545.7K | 0.05% | +863+66.6% | Added |
| CAPROCK Group, Inc. | 2,158 | $545.7K | 0.03% | +931+75.9% | Added |
| NewEdge Wealth, LLC | 2,452 | $544.7K | 0.01% | +106+4.5% | Added |
| SpiderRock Advisors, LLC | 2,140 | $543.3K | 0.02% | +2,140 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,143 | $541.9K | 0.19% | +235+12.3% | Added |
| Regatta Capital Group, LLC | 2,127 | $537.9K | 0.12% | +62+3.0% | Added |
| John G Ullman & Associates Inc | 2,100 | $531.1K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 2,095 | $529.8K | 0.02% | +15+0.7% | Added |
| Michael B. Yongue | 2,072 | $524.0K | 0.46% | −802−27.9% | Reduced |
| MSH Capital Advisors LLC | 2,065 | $522.2K | 0.18% | +5+0.2% | Added |
| Welch & Forbes LLC | 2,020 | $510.8K | 0.01% | −592−22.7% | Reduced |
| Vident Advisory, LLC | 2,010 | $508.3K | 0.01% | +362+22.0% | Added |
| Regions Financial Corp | 2,009 | $508.1K | 0.00% | +100+5.2% | Added |
| Polymer Capital Management (HK) LTD | 2,000 | $505.8K | 0.13% | −300−13.0% | Reduced |
| Fosun International Ltd | 2,000 | $505.8K | 0.16% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,000 | $505.8K | 0.17% | +190+10.5% | Added |
| Valeo Financial Advisors, LLC | 2,090 | $502.9K | 0.02% | −731−25.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,206 | $501.9K | 0.43% | +2,206 | New |
| Zacks Investment Management | 1,978 | $500.2K | 0.01% | −22−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,974 | $499.2K | 0.02% | −61−3.0% | Reduced |
| Wintrust Investments LLC | 1,974 | $499.0K | 0.04% | +100+5.3% | Added |
| PEAK6 Investments LLC | 1,969 | $497.9K | 0.02% | −9,170−82.3% | Reduced |
| Park Avenue Securities LLC | 1,961 | $496.0K | 0.01% | +39+2.0% | Added |
| Siemens Fonds Invest GmbH | 1,941 | $490.9K | 0.04% | −104−5.1% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $485.5K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,917 | $485.0K | 0.09% | −46−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,882 | $475.9K | 0.01% | +993+111.7% | Added |
| Moody Aldrich Partners LLC | 1,878 | $474.9K | 0.08% | +202+12.1% | Added |
| Roberts Capital Advisors, LLC | 1,864 | $471.4K | 0.45% | +1,864 | New |
| Dynamic Advisor Solutions LLC | 1,859 | $470.1K | 0.02% | +34+1.9% | Added |
| Fortitude Family Office, LLC | 1,853 | $468.6K | 0.32% | 00.0% | Unchanged |
| Balentine LLC | 1,852 | $468.4K | 0.01% | +460+33.0% | Added |
| Wilkins Investment Counsel Inc | 1,850 | $467.8K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,817 | $459.5K | 0.02% | +33+1.8% | Added |
| Edge Capital Group, LLC | 1,812 | $458.2K | 0.02% | −5−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,810 | $457.7K | 0.01% | +350+24.0% | Added |
| Tranquilli Financial Advisor LLC | 1,791 | $452.9K | 0.30% | −155−8.0% | Reduced |
| Cumberland Partners Ltd | 1,790 | $452.7K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,933 | $447.3K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,768 | $447.1K | 0.28% | −98−5.3% | Reduced |
| KRS Capital Management, LLC | 1,765 | $446.4K | 0.36% | −195−9.9% | Reduced |
| GeoWealth Management, LLC | 1,726 | $436.5K | 0.02% | +950+122.4% | Added |
| Veracity Capital LLC | 1,712 | $432.9K | 0.17% | −482−22.0% | Reduced |
| Scientech Research LLC | 1,709 | $432.2K | 0.23% | +1,709 | New |
| Confluence Wealth Services, Inc. | 1,700 | $429.9K | 0.04% | +429+33.8% | Added |
| Berry Wealth Group, LP | 1,675 | $423.6K | 0.35% | −622−27.1% | Reduced |
| Centaurus Financial, Inc. | 1,674 | $423.0K | 0.03% | +943+129.0% | Added |
| Marex Group plc | 1,668 | $421.8K | 0.01% | 00.0% | Unchanged |
| Dohj, LLC | 1,667 | $421.6K | 0.11% | −2,407−59.1% | Reduced |
| V-Square Quantitative Management LLC | 1,658 | $419.3K | 0.07% | +738+80.2% | Added |
| Banco Santander, S.A. | 1,657 | $419.0K | 0.01% | +1,657 | New |
| Ellevest, Inc. | 1,652 | $417.8K | 0.03% | +1,652 | New |
| Wedmont Private Capital | 1,695 | $415.8K | 0.03% | +188+12.5% | Added |
| Cutter & CO Brokerage, Inc. | 1,638 | $414.2K | 0.10% | −115−6.6% | Reduced |
| Lyell Wealth Management, LP | 1,631 | $412.5K | 0.04% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,612 | $407.7K | 0.00% | +1,612 | New |
| Center for Financial Planning, Inc. | 1,604 | $405.6K | 0.06% | +34+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,574 | $398.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,569 | $396.9K | 0.01% | +13+0.8% | Added |
| Checchi Capital Advisers, LLC | 1,568 | $396.5K | 0.03% | +141+9.9% | Added |
| Qsemble Capital Management, LP | 1,562 | $395.0K | 0.09% | −1,245−44.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,560 | $394.5K | 0.02% | −107−6.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,559 | $394.3K | 0.21% | +1,299+499.6% | Added |
| HighPoint Advisor Group LLC | 1,706 | $391.0K | 0.03% | +84+5.2% | Added |
| MTM Investment Management, LLC | 1,545 | $390.7K | 0.16% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,713 | $389.1K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,538 | $388.9K | 0.01% | +469+43.9% | Added |
| Kestra Private Wealth Services, LLC | 1,527 | $386.2K | 0.01% | +51+3.5% | Added |
| Angeles Wealth Management, LLC | 1,527 | $386.2K | 0.04% | +78+5.4% | Added |
| Fullerton Fund Management Co Ltd. | 1,498 | $378.8K | 0.02% | +1,498 | New |
| Maven Securities LTD | 1,492 | $377.3K | 0.02% | +1,492 | New |
| Milestone Asset Management, LLC | 1,492 | $377.3K | 0.11% | +1,492 | New |
| Advisory Alpha, LLC | 1,481 | $374.5K | 0.02% | +1,481 | New |