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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 913 | $230.9K | 0.04% | +913 | New |
| Cahaba Wealth Management, Inc. | 906 | $229.1K | 0.02% | −125−12.1% | Reduced |
| Anchor Investment Management, LLC | 900 | $227.6K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 898 | $227.1K | 0.15% | +898 | New |
| Enterprise Financial Services Corp | 882 | $223.0K | 0.13% | −764−46.4% | Reduced |
| Dark Forest Capital Management LP | 878 | $222.0K | 0.04% | +878 | New |
| Syon Capital LLC | 870 | $220.0K | 0.02% | +870 | New |
| Everpar Advisors LLC | 869 | $219.8K | 0.13% | −131−13.1% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 860 | $217.5K | 0.19% | +860 | New |
| Adell Harriman & Carpenter Inc | 858 | $217.2K | 0.02% | −757−46.9% | Reduced |
| Intech Investment Management LLC | 857 | $216.7K | 0.00% | −967−53.0% | Reduced |
| Accretive Wealth Partners, LLC | 970 | $216.7K | 0.10% | −140−12.6% | Reduced |
| Skopos Labs, Inc. | 870 | $216.5K | 0.09% | +870 | New |
| McDaniel Terry & Co | 852 | $215.0K | 0.02% | +852 | New |
| Wexford Capital LP | 846 | $213.9K | 0.04% | +846 | New |
| Cook Wealth Management Group LLC | 961 | $213.5K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 843 | $213.2K | 0.02% | +12+1.4% | Added |
| Conning Inc. | 843 | $213.2K | 0.01% | +843 | New |
| Muirfield Wealth Advisors LLC | 836 | $211.4K | 0.20% | +836 | New |
| Penserra Capital Management LLC | 838 | $211.0K | 0.00% | −803−48.9% | Reduced |
| Proficio Capital Partners LLC | 833 | $210.7K | 0.02% | +833 | New |
| Optas, LLC | 828 | $209.4K | 0.06% | +828 | New |
| American National Bank & Trust Co | 817 | $206.6K | 0.05% | +817 | New |
| Graypoint LLC | 806 | $203.8K | 0.01% | +806 | New |
| Quadrant Capital Group LLC | 805 | $203.6K | 0.02% | +2+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 800 | $202.3K | 0.06% | +800 | New |
| Chilton Investment Co LLC | 791 | $200.0K | 0.01% | +791 | New |
| Allworth Financial LP | 764 | $193.2K | 0.00% | +165+27.5% | Added |
| Wetzel Investment Advisors, Inc. | 835 | $189.7K | 0.11% | +34+4.2% | Added |
| Fernwood Investment Management, LLC | 750 | $189.7K | 0.06% | +750 | New |
| Spire Wealth Management | 749 | $189.4K | 0.01% | −267−26.3% | Reduced |
| TD Waterhouse Canada Inc. | 743 | $185.2K | 0.00% | −337−31.2% | Reduced |
| Massmutual Trust Co FSB | 714 | $180.6K | 0.01% | +26+3.8% | Added |
| Huntington National Bank | 698 | $176.5K | 0.00% | +46+7.1% | Added |
| Atlas Capital Advisors LLC | 690 | $174.5K | 0.03% | −200−22.5% | Reduced |
| Accordant Advisory Group Inc | 687 | $173.7K | 0.13% | +687 | New |
| Chilton Capital Management LLC | 674 | $170.4K | 0.01% | −49,376−98.7% | Reduced |
| J.Safra Asset Management Corp | 651 | $164.6K | 0.02% | −23−3.4% | Reduced |
| Hilltop National Bank | 619 | $156.5K | 0.05% | +619 | New |
| Salem Investment Counselors Inc | 612 | $154.8K | 0.01% | −675−52.4% | Reduced |
| Smithfield Trust Co | 605 | $153.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 626 | $152.3K | 0.02% | +345+122.8% | Added |
| Alta Advisers Ltd | 600 | $151.7K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 585 | $147.9K | 0.11% | +15+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $144.3K | 0.00% | −1−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 569 | $144.0K | 0.01% | +284+99.6% | Added |
| RE Advisers Corp | 564 | $142.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 547 | $138.3K | 0.10% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 540 | $137.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 511 | $129.2K | 0.00% | +116+29.4% | Added |
| Colonial Trust Advisors | 501 | $126.7K | 0.01% | +38+8.2% | Added |
| Mather Group, LLC. | 534 | $123.6K | 0.00% | +534 | New |
| Johnson Financial Group, Inc. | 465 | $117.6K | 0.01% | −768−62.3% | Reduced |
| Ofi Invest Asset Management | 501 | $117.3K | 0.00% | −172,275−99.7% | Reduced |
| Private Trust Co NA | 452 | $114.3K | 0.01% | −6−1.3% | Reduced |
| IFP Advisors, Inc | 450 | $113.9K | 0.00% | +233+107.4% | Added |
| HM Payson & Co | 400 | $101.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 399 | $100.8K | 0.02% | +182+83.9% | Added |
| Paradigm Asset Management Co LLC | 398 | $100.7K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 397 | $100.4K | 0.00% | −12,017−96.8% | Reduced |
| Parkside Financial Bank & Trust | 395 | $99.9K | 0.02% | +7+1.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 382 | $97.0K | 0.06% | +382 | New |
| Oakworth Capital, Inc. | 365 | $92.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 362 | $91.5K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 337 | $85.2K | 0.07% | −65−16.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 334 | $84.5K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 331 | $83.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 313 | $79.2K | 0.01% | −24−7.1% | Reduced |
| LRI Investments, LLC | 296 | $74.9K | 0.02% | +296 | New |
| GAMMA Investing LLC | 294 | $74.3K | 0.02% | +33+12.6% | Added |
| Atlantic Trust, LLC | 288 | $72.8K | 0.02% | +220+323.5% | Added |
| MV Capital Management, Inc. | 287 | $72.6K | 0.01% | −13−4.3% | Reduced |
| Clearstead Advisors, LLC | 300 | $68.7K | 0.00% | −12−3.8% | Reduced |
| Farther Finance Advisors, LLC | 273 | $67.9K | 0.00% | +38+16.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 266 | $67.3K | 0.00% | +227+582.1% | Added |
| Zions Bancorporation, N.A. | 265 | $67.0K | 0.00% | +114+75.5% | Added |
| Quest Partners LLC | 263 | $66.5K | 0.01% | −522−66.5% | Reduced |
| State of Wyoming | 258 | $65.2K | 0.01% | +28+12.2% | Added |
| Crewe Advisors LLC | 254 | $64.2K | 0.01% | +254 | New |
| Concord Wealth Partners | 241 | $60.9K | 0.01% | +241 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $58.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 218 | $55.1K | 0.01% | +205+1,576.9% | Added |
| Carolinas Wealth Consulting LLC | 214 | $54.1K | 0.01% | +92+75.4% | Added |
| Quent Capital, LLC | 203 | $51.3K | 0.01% | +19+10.3% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $50.6K | 0.01% | +200 | New |
| Colonial Trust Co | 199 | $50.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $45.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 180 | $45.5K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 178 | $45.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 167 | $42.2K | 0.01% | −18−9.7% | Reduced |
| Quarry LP | 166 | $42.0K | 0.02% | +93+127.4% | Added |
| Rothschild Investment LLC | 163 | $41.2K | 0.00% | +4+2.5% | Added |
| Covestor Ltd | 154 | $39.0K | 0.02% | +48+45.3% | Added |
| Sunbelt Securities, Inc. | 140 | $35.4K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 134 | $33.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $33.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 127 | $32.1K | 0.02% | +127 | New |
| Farmers & Merchants Investments Inc | 125 | $31.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 124 | $31.4K | 0.02% | +124 | New |
| Castleview Partners, LLC | 120 | $30.3K | 0.02% | 00.0% | Unchanged |