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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 1,475 | $373.0K | 0.00% | −138−8.6% | Reduced |
| Geller Advisors LLC | 1,471 | $372.0K | 0.03% | −15−1.0% | Reduced |
| AlphaQ Advisors LLC | 1,465 | $370.5K | 0.22% | −136−8.5% | Reduced |
| CX Institutional | 1,458 | $368.7K | 0.02% | +2+0.1% | Added |
| Nomura Holdings Inc | 1,457 | $368.5K | 0.00% | −2,249−60.7% | Reduced |
| Numerai GP LLC | 1,457 | $368.5K | 0.16% | +1,457 | New |
| GTS Securities LLC | 1,450 | $366.7K | 0.01% | −997−40.7% | Reduced |
| Peapack Gladstone Financial Corp | 1,441 | $364.0K | 0.01% | +8+0.6% | Added |
| Nova R Wealth, Inc. | 1,439 | $363.9K | 0.19% | +1,439 | New |
| Ashton Thomas Private Wealth, LLC | 1,431 | $361.9K | 0.02% | −166−10.4% | Reduced |
| Ballentine Partners, LLC | 1,424 | $360.1K | 0.01% | +150+11.8% | Added |
| Independent Advisor Alliance | 1,415 | $357.8K | 0.01% | −8−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $357.7K | 0.05% | +21+1.5% | Added |
| Mirabella Financial Services LLP | 1,402 | $354.6K | 0.03% | +1,402 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,400 | $354.0K | 0.00% | −57,966−97.6% | Reduced |
| Modern Wealth Management, LLC | 1,391 | $351.8K | 0.03% | +1,391 | New |
| Mount Yale Investment Advisors, LLC | 1,379 | $348.7K | 0.03% | −56−3.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,364 | $344.9K | 0.01% | −255−15.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,352 | $341.9K | 0.14% | −55−3.9% | Reduced |
| Demars Financial Group, LLC | 1,352 | $341.9K | 0.17% | +1,352 | New |
| Continuum Advisory, LLC | 1,489 | $341.3K | 0.05% | −2,229−60.0% | Reduced |
| Forum Financial Management, LP | 1,349 | $341.1K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,346 | $340.4K | 0.16% | +213+18.8% | Added |
| Lake Street Advisors Group, LLC | 1,340 | $338.9K | 0.02% | −59−4.2% | Reduced |
| Virtue Capital Management, LLC | 1,434 | $337.1K | 0.06% | −13−0.9% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $334.1K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,300 | $328.8K | 0.01% | −1,946−60.0% | Reduced |
| Raleigh Capital Management Inc. | 1,300 | $328.8K | 0.14% | +143+12.4% | Added |
| Advisors Asset Management, Inc. | 1,298 | $328.3K | 0.01% | +669+106.4% | Added |
| Peterson Wealth Services | 1,277 | $322.9K | 0.12% | +37+3.0% | Added |
| Aprio Wealth Management, LLC | 1,269 | $320.9K | 0.06% | +20+1.6% | Added |
| Ostrum Asset Management | 1,258 | $318.1K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,257 | $317.9K | 0.03% | +215+20.6% | Added |
| Great Diamond Partners, LLC | 1,251 | $316.4K | 0.07% | −4−0.3% | Reduced |
| Graham Capital Management, L.P. | 1,243 | $314.3K | 0.01% | +1,243 | New |
| Bridges Investment Management Inc | 1,239 | $313.3K | 0.01% | −135−9.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,224 | $309.5K | 0.02% | +1+0.1% | Added |
| Trust Point Inc. | 1,198 | $303.0K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,195 | $302.2K | 0.02% | −53−4.2% | Reduced |
| Boston Mountain Money Management Inc | 1,191 | $301.2K | 0.21% | +1,191 | New |
| Bridgefront Capital, LLC | 1,185 | $299.7K | 0.23% | +112+10.4% | Added |
| Centiva Capital, LP | 1,184 | $299.4K | 0.02% | −504−29.9% | Reduced |
| Ancora Advisors, LLC | 1,181 | $298.7K | 0.01% | −205−14.8% | Reduced |
| Mutual Advisors, LLC | 1,181 | $298.7K | 0.01% | +243+25.9% | Added |
| EverSource Wealth Advisors, LLC | 1,280 | $296.7K | 0.02% | +98+8.3% | Added |
| Westpac Banking Corp | 1,168 | $295.4K | 0.02% | −19−1.6% | Reduced |
| Gabelli Funds LLC | 1,160 | $293.4K | 0.00% | −755−39.4% | Reduced |
| MAI Capital Management | 1,158 | $292.9K | 0.00% | +7+0.6% | Added |
| Avantax Planning Partners, Inc. | 1,158 | $292.8K | 0.01% | +1,158 | New |
| Tiaa Trust, National Association | 1,153 | $291.6K | 0.00% | −5−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $290.8K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,137 | $287.5K | 0.04% | −6−0.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,128 | $285.3K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,127 | $285.0K | 0.05% | −86−7.1% | Reduced |
| FDx Advisors, Inc. | 1,119 | $283.0K | 0.04% | −1,382−55.3% | Reduced |
| First Foundation Advisors | 1,118 | $282.7K | 0.01% | −27−2.4% | Reduced |
| Spotlight Asset Group, Inc. | 1,115 | $282.0K | 0.20% | 00.0% | Unchanged |
| Proequities, Inc. | 1,113 | $281.5K | 0.02% | +70+6.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,112 | $281.2K | 0.01% | −1,254−53.0% | Reduced |
| Humankind Investments LLC | 1,106 | $279.7K | 0.07% | −89−7.4% | Reduced |
| First Affirmative Financial Network | 1,105 | $279.3K | 0.21% | −49−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,104 | $279.2K | 0.00% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,101 | $278.4K | 0.06% | +55+5.3% | Added |
| Harbor Investment Advisory, LLC | 1,098 | $277.7K | 0.03% | +14+1.3% | Added |
| Phoenix Holdings Ltd. | 1,098 | $276.9K | 0.00% | −313−22.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,094 | $276.7K | 0.00% | −10−0.9% | Reduced |
| BSW Wealth Partners | 1,094 | $276.7K | 0.05% | +1,094 | New |
| Shelton Capital Management | 1,083 | $273.9K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,073 | $271.4K | 0.17% | −432−28.7% | Reduced |
| Keel Point, LLC | 1,070 | $270.6K | 0.03% | +61+6.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,060 | $268.1K | 0.07% | +18+1.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $265.0K | 0.23% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 1,038 | $262.5K | 0.02% | +1,038 | New |
| Meadow Creek Wealth Advisors LLC | 1,037 | $262.2K | 0.18% | +10+1.0% | Added |
| MGB Wealth Management, LLC | 1,033 | $260.9K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,027 | $259.7K | 0.08% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 1,014 | $256.4K | 0.08% | −490−32.6% | Reduced |
| Sentinus, LLC | 1,011 | $255.7K | 0.09% | +1,011 | New |
| Capital Planning LLC | 1,000 | $252.9K | 0.08% | +1,000 | New |
| HBK Sorce Advisory LLC | 989 | $250.1K | 0.01% | +97+10.9% | Added |
| Hantz Financial Services, Inc. | 990 | $250.0K | 0.00% | −315−24.1% | Reduced |
| Lebenthal Global Advisors, LLC | 986 | $249.3K | 0.06% | +80+8.8% | Added |
| Prelude Capital Management, LLC | 986 | $249.3K | 0.02% | +986 | New |
| Acorn Financial Advisory Services Inc | 971 | $245.6K | 0.05% | −14−1.4% | Reduced |
| Raffa Wealth Management, LLC | 964 | $243.8K | 0.07% | +947+5,570.6% | Added |
| Clarius Group, LLC | 963 | $243.5K | 0.02% | −204−17.5% | Reduced |
| Sentry Investment Management LLC | 960 | $243.0K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 949 | $240.0K | 0.01% | +80+9.2% | Added |
| TD Private Client Wealth LLC | 947 | $239.5K | 0.01% | +111+13.3% | Added |
| Arkadios Wealth Advisors | 946 | $239.2K | 0.02% | −72−7.1% | Reduced |
| Congress Asset Management Co | 945 | $239.0K | 0.00% | −335−26.2% | Reduced |
| Pinnacle Associates Ltd | 942 | $238.2K | 0.00% | +21+2.3% | Added |
| Premier Path Wealth Partners, LLC | 936 | $238.0K | 0.04% | +8+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $237.7K | 0.10% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 934 | $237.0K | 0.00% | +265+39.6% | Added |
| Good Life Advisors, LLC | 934 | $236.2K | 0.02% | +28+3.1% | Added |
| Alerus Financial NA | 931 | $235.4K | 0.02% | −300−24.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 914 | $231.1K | 0.11% | +914 | New |
| Marshall Financial Group Inc | 914 | $231.1K | 0.08% | +914 | New |
| Phillips Wealth Planners LLC | 1,008 | $231.0K | 0.27% | +1,008 | New |