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 |
|---|---|---|---|---|---|
| State of Wyoming | 964 | $203.8K | 0.03% | +706+273.6% | Added |
| Syon Capital LLC | 967 | $204.5K | 0.02% | +97+11.1% | Added |
| Bridgewater Associates, LP | 968 | $204.7K | 0.00% | −4,137−81.0% | Reduced |
| Beacon Pointe Advisors, LLC | 968 | $204.7K | 0.00% | −914−48.6% | Reduced |
| Accretive Wealth Partners, LLC | 970 | $205.1K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 973 | $205.7K | 0.01% | +973 | New |
| Wetzel Investment Advisors, Inc. | 826 | $208.9K | 0.12% | −9−1.1% | Reduced |
| Allworth Financial LP | 932 | $209.3K | 0.00% | +168+22.0% | Added |
| HBK Sorce Advisory LLC | 993 | $210.0K | 0.01% | +4+0.4% | Added |
| Massmutual Trust Co FSB | 994 | $210.2K | 0.01% | +280+39.2% | Added |
| IFP Advisors, Inc | 994 | $210.2K | 0.01% | +544+120.9% | Added |
| Lebenthal Global Advisors, LLC | 999 | $211.2K | 0.05% | +13+1.3% | Added |
| Gabelli Funds LLC | 1,000 | $211.4K | 0.00% | −160−13.8% | Reduced |
| Capital Planning LLC | 1,000 | $211.4K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,003 | $212.0K | 0.06% | −116−10.4% | Reduced |
| Oxford Asset Management LLP | 1,008 | $213.1K | 0.21% | +1,008 | New |
| Cim Investment Mangement Inc | 1,015 | $214.6K | 0.07% | −12−1.2% | Reduced |
| Sentinus, LLC | 1,017 | $215.0K | 0.07% | +6+0.6% | Added |
| Skopos Labs, Inc. | 870 | $216.5K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,026 | $216.9K | 0.02% | +1,026 | New |
| Meadow Creek Wealth Advisors LLC | 1,037 | $219.3K | 0.21% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 1,038 | $219.5K | 0.02% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $221.6K | 0.19% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,067 | $225.6K | 0.12% | +1,067 | New |
| Bremer Bank National Association | 1,074 | $227.1K | 0.04% | −53−4.7% | Reduced |
| MGB Wealth Management, LLC | 1,033 | $227.2K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,081 | $228.6K | 0.00% | −2,860−72.6% | Reduced |
| Shelton Capital Management | 1,083 | $229.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 962 | $229.4K | 0.02% | −108−10.1% | Reduced |
| First Affirmative Financial Network | 1,087 | $229.8K | 0.16% | −18−1.6% | Reduced |
| E Fund Management Co., Ltd. | 1,087 | $229.8K | 0.01% | −3,035−73.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,096 | $231.7K | 0.02% | −2−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,104 | $233.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,107 | $234.1K | 0.01% | −74−6.3% | Reduced |
| SS&H Financial Advisors, Inc. | 1,115 | $235.0K | 0.09% | +1,115 | New |
| Spotlight Asset Group, Inc. | 1,115 | $235.8K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 1,129 | $238.7K | 0.01% | +16+1.4% | Added |
| Trueblood Wealth Management, LLC | 1,131 | $239.1K | 0.13% | +3+0.3% | Added |
| High Net Worth Advisory Group LLC | 1,150 | $243.2K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,153 | $244.4K | 0.26% | +145+14.4% | Added |
| Tiaa Trust, National Association | 1,159 | $245.1K | 0.00% | +6+0.5% | Added |
| First Foundation Advisors | 1,161 | $245.5K | 0.01% | +43+3.8% | Added |
| Ostrum Asset Management | 1,167 | $246.8K | 0.02% | −91−7.2% | Reduced |
| Westpac Banking Corp | 1,168 | $247.0K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,169 | $247.2K | 0.06% | −82−6.6% | Reduced |
| BSW Wealth Partners | 1,172 | $247.8K | 0.04% | +78+7.1% | Added |
| Malaga Cove Capital, LLC | 1,173 | $248.0K | 0.10% | +1,173 | New |
| Boston Mountain Money Management Inc | 1,178 | $249.1K | 0.16% | −13−1.1% | Reduced |
| Cypress Wealth Services, LLC | 1,180 | $249.5K | 0.06% | +79+7.2% | Added |
| Graypoint LLC | 1,187 | $251.0K | 0.02% | +381+47.3% | Added |
| Heartland Bank & Trust Co | 1,202 | $254.2K | 0.14% | +1,202 | New |
| Bridgefront Capital, LLC | 1,205 | $254.8K | 0.11% | +20+1.7% | Added |
| Phoenix Holdings Ltd. | 1,205 | $256.1K | 0.00% | +107+9.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,217 | $257.3K | 0.02% | −357−22.7% | Reduced |
| Schechter Investment Advisors, LLC | 1,254 | $265.1K | 0.02% | +30+2.5% | Added |
| Independent Advisor Alliance | 1,259 | $266.2K | 0.01% | −156−11.0% | Reduced |
| Aprio Wealth Management, LLC | 1,269 | $268.3K | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,297 | $274.2K | 0.11% | −415−24.2% | Reduced |
| Chicago Capital, LLC | 1,300 | $274.9K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,302 | $275.3K | 0.10% | +25+2.0% | Added |
| Sherbrooke Park Advisers LLC | 1,307 | $276.4K | 0.05% | +1,307 | New |
| Glenview Trust Co | 1,317 | $278.5K | 0.01% | +1,317 | New |
| Raleigh Capital Management Inc. | 1,320 | $279.1K | 0.12% | +20+1.5% | Added |
| Klingenstein Fields & Co LP | 1,321 | $279.3K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 1,340 | $283.3K | 0.10% | +1,340 | New |
| Richard W. Paul & Associates, LLC | 1,343 | $284.0K | 0.11% | −9−0.7% | Reduced |
| Demars Financial Group, LLC | 1,349 | $285.2K | 0.14% | −3−0.2% | Reduced |
| Forum Financial Management, LP | 1,351 | $285.7K | 0.01% | +2+0.1% | Added |
| Sustainable Growth Advisers, LP | 1,359 | $287.3K | 0.00% | −1,613,546−99.9% | Reduced |
| Jefferies Financial Group Inc. | 1,361 | $287.8K | 0.01% | −15,067−91.7% | Reduced |
| Modern Wealth Management, LLC | 1,364 | $288.4K | 0.02% | −27−1.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,386 | $293.1K | 0.05% | +1,386 | New |
| Mutual Advisors, LLC | 1,253 | $297.3K | 0.01% | +72+6.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,410 | $298.1K | 0.07% | +350+33.0% | Added |
| Peapack Gladstone Financial Corp | 1,416 | $299.0K | 0.00% | −25−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,416 | $299.4K | 0.02% | +37+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $302.7K | 0.04% | +17+1.2% | Added |
| Nova R Wealth, Inc. | 1,439 | $304.3K | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,440 | $304.5K | 0.01% | +16+1.1% | Added |
| Geller Advisors LLC | 1,476 | $312.1K | 0.02% | +5+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,483 | $314.0K | 0.00% | +549+58.8% | Added |
| Summit Trail Advisors, LLC | 1,499 | $316.9K | 0.01% | −39−2.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $317.0K | 0.00% | +1,500 | New |
| Machina Capital S.A.S. | 1,516 | $320.5K | 0.14% | +1,516 | New |
| Checchi Capital Advisers, LLC | 1,519 | $321.2K | 0.03% | −49−3.1% | Reduced |
| CX Institutional | 1,533 | $324.1K | 0.02% | +75+5.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,534 | $324.3K | 0.02% | +1,534 | New |
| Angeles Wealth Management, LLC | 1,536 | $324.8K | 0.03% | +9+0.6% | Added |
| Gladstone Institutional Advisory LLC | 1,537 | $325.0K | 0.02% | −23−1.5% | Reduced |
| Continuum Advisory, LLC | 1,538 | $325.2K | 0.05% | +49+3.3% | Added |
| MTM Investment Management, LLC | 1,566 | $331.1K | 0.14% | +21+1.4% | Added |
| EverSource Wealth Advisors, LLC | 1,350 | $332.4K | 0.02% | +70+5.5% | Added |
| Keebeck Alpha, LP | 1,577 | $333.4K | 0.25% | +679+75.6% | Added |
| Kestra Private Wealth Services, LLC | 1,587 | $335.6K | 0.01% | +60+3.9% | Added |
| Cumberland Partners Ltd | 1,595 | $337.2K | 0.02% | −195−10.9% | Reduced |
| Center for Financial Planning, Inc. | 1,612 | $340.8K | 0.05% | +8+0.5% | Added |
| Mission Wealth Management, LP | 1,622 | $342.9K | 0.01% | +53+3.4% | Added |
| Tranquilli Financial Advisor LLC | 1,654 | $344.8K | 0.23% | −137−7.6% | Reduced |
| Lyell Wealth Management, LP | 1,631 | $344.9K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,632 | $345.1K | 0.01% | +334+25.7% | Added |