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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.

Institutional holdersQ2 2024: 1,024 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ2 2024: $33.4B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2024.

Institutions holding IQV in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cutter & CO Brokerage, Inc.1,638$346.3K0.08%00.0%Unchanged
Marex Group plc1,668$352.7K0.01%00.0%Unchanged
Virtue Capital Management, LLC1,471$353.4K0.06%+37+2.6%Added
Alliance Wealth Advisors, LLC1,672$353.5K0.22%−96−5.4%Reduced
Sterling Investment Counsel, LLC1,677$354.6K0.14%+331+24.6%Added
TradeLink Capital LLC1,700$359.0K1.04%+1,700New
Dynamic Advisor Solutions LLC1,705$360.5K0.01%−154−8.3%Reduced
Meiji Yasuda Life Insurance Co1,710$361.6K0.01%−100−5.5%Reduced
Milestone Asset Management, LLC1,716$362.8K0.09%+224+15.0%Added
Gratus Wealth Advisors, LLC1,639$368.1K0.06%−74−4.3%Reduced
Zacks Investment Management1,745$369.0K0.00%−233−11.8%Reduced
Ellevest, Inc.1,762$372.6K0.02%+110+6.7%Added
KRS Capital Management, LLC1,765$373.2K0.28%00.0%Unchanged
Prelude Capital Management, LLC1,800$380.6K0.03%+814+82.6%Added
Edge Capital Group, LLC1,812$383.1K0.02%00.0%Unchanged
Walleye Trading LLC1,821$385.0K0.01%+1,424+358.7%Added
NorthRock Partners, LLC1,825$385.9K0.01%+8+0.4%Added
Berry Wealth Group, LP1,825$385.9K0.31%+150+9.0%Added
Regions Financial Corp1,855$392.2K0.00%−154−7.7%Reduced
Dohj, LLC1,856$392.4K0.10%+189+11.3%Added
Nebula Research & Development LLC1,865$394.3K0.06%+1,865New
HighPoint Advisor Group LLC1,624$399.0K0.02%−82−4.8%Reduced
Cigna Investments Inc1,895$401.0K0.07%−22−1.1%Reduced
Valeo Financial Advisors, LLC1,898$401.3K0.01%−192−9.2%Reduced
Bayesian Capital Management, LP1,900$401.7K0.05%+1,900New
Banco BTG Pactual S.A.1,629$403.6K0.10%+1,629New
Ameritas Investment Partners, Inc.1,917$405.3K0.01%−57−2.9%Reduced
Principle Wealth Partners LLC1,920$406.0K0.03%00.0%Unchanged
Fortitude Family Office, LLC1,921$406.2K0.23%+68+3.7%Added
Central Pacific Bank - Trust Division1,934$408.9K0.05%−2,265−53.9%Reduced
Brown Advisory Inc1,944$411.0K0.00%+469+31.8%Added
Park Avenue Securities LLC1,947$412.0K0.01%−14−0.7%Reduced
Wintrust Investments LLC1,974$417.0K0.03%00.0%Unchanged
Level Four Advisory Services, LLC1,976$417.8K0.02%+43+2.2%Added
Wedmont Private Capital1,864$417.9K0.03%+169+10.0%Added
Heartwood Wealth Advisors LLC1,997$422.2K0.05%+1,997New
Fosun International Ltd2,000$422.9K0.14%00.0%Unchanged
Ironsides Asset Advisors, LLC2,000$422.9K0.14%00.0%Unchanged
Confluence Wealth Services, Inc.2,008$424.6K0.03%+308+18.1%Added
ISAM Funds (UK) Ltd2,008$424.6K0.32%+2,008New
Welch & Forbes LLC2,012$428.7K0.01%−8−0.4%Reduced
Cook Wealth Management Group LLC1,861$432.3K0.23%+900+93.7%Added
Citizens Financial Group Inc2,056$434.7K0.01%+2,056New
Michael B. Yongue2,060$435.6K0.37%−12−0.6%Reduced
Siemens Fonds Invest GmbH2,077$439.2K0.03%+136+7.0%Added
Busey Wealth Management2,095$443.0K0.02%00.0%Unchanged
John G Ullman & Associates Inc2,100$444.0K0.07%00.0%Unchanged
MSH Capital Advisors LLC2,114$447.0K0.15%+49+2.4%Added
FSB Premier Wealth Management, Inc.2,128$449.9K0.20%+1,214+132.8%Added
Regatta Capital Group, LLC2,133$451.0K0.10%+6+0.3%Added
Inspire Advisors, LLC2,134$451.3K0.06%−66−3.0%Reduced
Fiduciary Family Office, LLC2,136$451.6K0.18%−58−2.6%Reduced
Advisory Alpha, LLC2,137$451.8K0.02%+656+44.3%Added
Symmetry Partners, LLC2,147$454.0K0.02%−298−12.2%Reduced
Rathbone Brothers plc2,160$456.7K0.00%00.0%Unchanged
Wetherby Asset Management Inc2,160$456.7K0.02%−48−2.2%Reduced
SpiderRock Advisors, LLC2,166$458.1K0.01%+26+1.2%Added
Integrated Wealth Concepts LLC2,171$459.0K0.01%−9−0.4%Reduced
Kuhn & Co Investment Counsel2,175$459.9K0.41%00.0%Unchanged
Meridian Wealth Management, LLC2,181$461.2K0.06%+2,181New
Trust Asset Management LLC2,194$463.9K0.04%00.0%Unchanged
Kirtland Hills Capital Management, LLC2,206$466.4K0.39%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,215$468.3K0.02%+851+62.4%Added
Roberts Capital Advisors, LLC1,864$471.4K0.45%00.0%Unchanged
Petrus Trust Company, LTA2,285$483.1K0.05%+2,285New
Lecap Asset Management Ltd2,295$485.3K0.10%−4,650−67.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC2,311$488.6K0.14%+168+7.8%Added
Vestmark Advisory Solutions, Inc.2,341$495.0K0.02%+5+0.2%Added
Two Sigma Securities, LLC2,368$500.7K0.02%+2,368New
ProVise Management Group, LLC2,390$505.3K0.04%−114−4.6%Reduced
Vident Advisory, LLC2,392$505.7K0.01%+382+19.0%Added
NewEdge Wealth, LLC2,393$506.0K0.01%−59−2.4%Reduced
Oak Thistle LLC2,404$508.3K0.38%+2,404New
Waldron Private Wealth LLC2,411$509.8K0.02%+66+2.8%Added
Lake Street Advisors Group, LLC2,421$511.9K0.02%+1,081+80.7%Added
Blueshift Asset Management, LLC2,426$513.0K0.17%+2,426New
Signaturefd, LLC2,427$513.2K0.01%−220−8.3%Reduced
Jasper Ridge Partners, L.P.2,459$519.9K0.02%00.0%Unchanged
Campbell & CO Investment Adviser LLC2,468$521.8K0.04%+310+14.4%Added
Qtron Investments LLC2,476$523.5K0.08%00.0%Unchanged
Horizon Investments, LLC2,513$531.3K0.01%+23+0.9%Added
Northeast Financial Consultants Inc2,540$537.1K0.02%00.0%Unchanged
Magnolia Capital Advisors LLC2,541$537.3K0.30%−277−9.8%Reduced
Empowered Funds, LLC2,566$542.6K0.01%+54+2.1%Added
Armstrong, Fleming & Moore, Inc2,595$548.7K0.35%00.0%Unchanged
Outlook Wealth Advisors, LLC2,596$548.9K0.27%−38−1.4%Reduced
Pitcairn Co2,608$551.4K0.03%+14+0.5%Added
Intact Investment Management Inc.2,610$551.9K0.02%+2,610New
Change Path, LLC2,614$553.0K0.03%−186−6.6%Reduced
Allianz SE2,627$555.5K0.02%+80+3.1%Added
Snowden Capital Advisors LLC2,685$567.7K0.02%−137−4.9%Reduced
CAPROCK Group, Inc.2,688$568.4K0.02%+530+24.6%Added
Great Lakes Retirement, Inc.2,706$572.1K0.08%+313+13.1%Added
Fuller & Thaler Asset Management, Inc.2,784$588.6K0.00%+1,690+154.5%Added
Perigon Wealth Management, LLC2,794$590.8K0.02%−148−5.0%Reduced
MAI Capital Management2,800$592.0K0.01%+1,642+141.8%Added
Great Lakes Advisors, LLC2,821$596.5K0.01%−440−13.5%Reduced
Profund Advisors LLC2,836$599.6K0.02%−23−0.8%Reduced
Principal Street Partners, LLC2,851$602.8K0.11%−121−4.1%Reduced
Brookstone Capital Management2,624$604.3K0.01%−211−7.4%Reduced