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, Q2 2024
Institutional positions in IQVIA Holdings Inc. as of Jun 30, 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
- 1,024
- +16 vs. Q1 2024
- Shares held
- 157.9M
- −1.51M (−0.9%) vs. Q1 2024
- Total value
- $33.4B
- −$6.87B (−17.1%) vs. Q1 2024
- New holders
- 102
- 436 more added
- Sold out
- 86
- 326 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 100 | $21.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $21.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $21.1K | 0.00% | +64+177.8% | Added |
| Olistico Wealth, LLC | 100 | $21.1K | 0.01% | +100 | New |
| Harbour Investments, Inc. | 102 | $21.6K | 0.00% | −17−14.3% | Reduced |
| Caldwell Trust Co | 102 | $21.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 115 | $24.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $24.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 120 | $25.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $25.4K | 0.00% | +120 | New |
| Rise Advisors, LLC | 124 | $26.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $26.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $26.4K | 0.01% | +110+733.3% | Added |
| Riverview Trust Co | 127 | $26.9K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 129 | $27.3K | 0.01% | +129 | New |
| Brown, Lisle/Cummings, Inc. | 132 | $27.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 133 | $28.1K | 0.00% | +25+23.1% | Added |
| Magellan Asset Management Ltd | 134 | $28.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 137 | $29.0K | 0.00% | +137 | New |
| Householder Group Estate & Retirement Specialist, LLC | 141 | $29.0K | 0.01% | +106+302.9% | Added |
| Sunbelt Securities, Inc. | 140 | $29.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 145 | $30.7K | 0.01% | −481−76.8% | Reduced |
| Silver Oak Securities, Inc | 146 | $30.9K | 0.00% | +40+37.7% | Added |
| Zions Bancorporation, N.A. | 148 | $31.3K | 0.00% | −117−44.2% | Reduced |
| Venturi Wealth Management, LLC | 150 | $31.7K | 0.00% | +107+248.8% | Added |
| International Assets Investment Management, LLC | 152 | $32.1K | 0.00% | +152 | New |
| Chilton Capital Management LLC | 156 | $33.0K | 0.00% | −518−76.9% | Reduced |
| Creative Financial Designs Inc | 157 | $33.2K | 0.00% | +118+302.6% | Added |
| Manchester Capital Management LLC | 161 | $34.0K | 0.00% | +99+159.7% | Added |
| CVA Family Office, LLC | 165 | $34.9K | 0.01% | −2−1.2% | Reduced |
| J.Safra Asset Management Corp | 170 | $35.9K | 0.00% | −481−73.9% | Reduced |
| Security National Bank | 178 | $37.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 180 | $38.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 183 | $39.0K | 0.03% | +29+18.8% | Added |
| Rothschild Investment LLC | 200 | $42.3K | 0.00% | +37+22.7% | Added |
| Live Oak Investment Partners | – | $42.7K | 0.04% | – | New |
| Quent Capital, LLC | 203 | $42.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $49.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 249 | $52.6K | 0.03% | +68+37.6% | Added |
| Crewe Advisors LLC | 273 | $57.7K | 0.01% | +19+7.5% | Added |
| Colonial Trust Co | 279 | $59.0K | 0.01% | +80+40.2% | Added |
| Farther Finance Advisors, LLC | 301 | $62.7K | 0.00% | +28+10.3% | Added |
| Atlas Capital Advisors LLC | 300 | $63.4K | 0.01% | −390−56.5% | Reduced |
| Clearstead Advisors, LLC | 300 | $63.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 306 | $64.7K | 0.01% | +19+6.6% | Added |
| GPS Wealth Strategies Group, LLC | 313 | $66.2K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 333 | $70.4K | 0.02% | −1−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 281 | $71.1K | 0.00% | +246+702.9% | Added |
| Peoples Bank | 337 | $71.3K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 360 | $76.1K | 0.02% | +72+25.0% | Added |
| JJJ Advisors Inc. | 362 | $76.5K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 396 | $83.7K | 0.01% | +396 | New |
| Paradigm Asset Management Co LLC | 398 | $84.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $84.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 438 | $92.6K | 0.01% | −14−3.1% | Reduced |
| Colonial Trust Advisors | 450 | $95.1K | 0.01% | −51−10.2% | Reduced |
| Johnson Financial Group, Inc. | 463 | $97.9K | 0.00% | −2−0.4% | Reduced |
| Parkside Financial Bank & Trust | 486 | $102.8K | 0.02% | +91+23.0% | Added |
| Ofi Invest Asset Management | 535 | $105.5K | 0.00% | +34+6.8% | Added |
| Caitlin John, LLC | 502 | $106.1K | 0.08% | −45−8.2% | Reduced |
| Central Trust Co | 511 | $108.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 520 | $108.4K | 0.01% | +499+2,376.2% | Added |
| Hall Laurie J Trustee | 540 | $114.0K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 545 | $115.2K | 0.07% | +545 | New |
| Kayne Anderson Rudnick Investment Management LLC | 575 | $121.7K | 0.00% | +5+0.9% | Added |
| Western Pacific Wealth Management, LP | 585 | $123.7K | 0.09% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 585 | $124.5K | 0.02% | +186+46.6% | Added |
| Alta Advisers Ltd | 600 | $126.9K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 605 | $127.9K | 0.10% | +605 | New |
| Icon Wealth Advisors, LLC | 521 | $128.3K | 0.01% | −736−58.6% | Reduced |
| Salem Investment Counselors Inc | 612 | $129.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 619 | $130.9K | 0.05% | +453+272.9% | Added |
| Hilltop National Bank | 619 | $130.9K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 621 | $131.3K | 0.06% | +614+8,771.4% | Added |
| Oakworth Capital, Inc. | 638 | $134.9K | 0.01% | +273+74.8% | Added |
| LRI Investments, LLC | 654 | $138.3K | 0.02% | +358+120.9% | Added |
| Mather Group, LLC. | 596 | $150.8K | 0.00% | +62+11.6% | Added |
| Spire Wealth Management | 720 | $152.2K | 0.01% | −29−3.9% | Reduced |
| Huntington National Bank | 753 | $159.2K | 0.00% | +55+7.9% | Added |
| TD Waterhouse Canada Inc. | 776 | $161.8K | 0.00% | +33+4.4% | Added |
| Ashton Thomas Private Wealth, LLC | 774 | $163.7K | 0.01% | −657−45.9% | Reduced |
| Quadrant Capital Group LLC | 799 | $168.9K | 0.01% | −6−0.7% | Reduced |
| Sentry Investment Management LLC | 797 | $169.0K | 0.08% | −163−17.0% | Reduced |
| GAMMA Investing LLC | 809 | $171.1K | 0.02% | +515+175.2% | Added |
| Penserra Capital Management LLC | 840 | $177.0K | 0.00% | +2+0.2% | Added |
| Lindbrook Capital, LLC | 855 | $180.8K | 0.02% | +12+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 856 | $181.0K | 0.00% | −1,479−63.3% | Reduced |
| Smithfield Trust Co | 858 | $183.0K | 0.01% | +253+41.8% | Added |
| Hantz Financial Services, Inc. | 885 | $187.0K | 0.00% | −105−10.6% | Reduced |
| Anchor Investment Management, LLC | 900 | $190.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $198.8K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 949 | $200.7K | 0.03% | +13+1.4% | Added |
| Brighton Jones LLC | 949 | $200.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 951 | $201.1K | 0.01% | +4+0.4% | Added |
| Pinnacle Associates Ltd | 951 | $201.1K | 0.00% | +9+1.0% | Added |
| Wexford Capital LP | 952 | $201.3K | 0.05% | +106+12.5% | Added |
| Arkadios Wealth Advisors | 959 | $202.7K | 0.01% | +13+1.4% | Added |
| Simmons Bank | 960 | $203.0K | 0.02% | +960 | New |
| 1858 Wealth Management, LLC | 960 | $203.0K | 0.17% | +960 | New |
| Raffa Wealth Management, LLC | 964 | $203.8K | 0.06% | 00.0% | Unchanged |