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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 1,638 | $346.3K | 0.08% | 00.0% | Unchanged |
| Marex Group plc | 1,668 | $352.7K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,471 | $353.4K | 0.06% | +37+2.6% | Added |
| Alliance Wealth Advisors, LLC | 1,672 | $353.5K | 0.22% | −96−5.4% | Reduced |
| Sterling Investment Counsel, LLC | 1,677 | $354.6K | 0.14% | +331+24.6% | Added |
| TradeLink Capital LLC | 1,700 | $359.0K | 1.04% | +1,700 | New |
| Dynamic Advisor Solutions LLC | 1,705 | $360.5K | 0.01% | −154−8.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,710 | $361.6K | 0.01% | −100−5.5% | Reduced |
| Milestone Asset Management, LLC | 1,716 | $362.8K | 0.09% | +224+15.0% | Added |
| Gratus Wealth Advisors, LLC | 1,639 | $368.1K | 0.06% | −74−4.3% | Reduced |
| Zacks Investment Management | 1,745 | $369.0K | 0.00% | −233−11.8% | Reduced |
| Ellevest, Inc. | 1,762 | $372.6K | 0.02% | +110+6.7% | Added |
| KRS Capital Management, LLC | 1,765 | $373.2K | 0.28% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,800 | $380.6K | 0.03% | +814+82.6% | Added |
| Edge Capital Group, LLC | 1,812 | $383.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,821 | $385.0K | 0.01% | +1,424+358.7% | Added |
| NorthRock Partners, LLC | 1,825 | $385.9K | 0.01% | +8+0.4% | Added |
| Berry Wealth Group, LP | 1,825 | $385.9K | 0.31% | +150+9.0% | Added |
| Regions Financial Corp | 1,855 | $392.2K | 0.00% | −154−7.7% | Reduced |
| Dohj, LLC | 1,856 | $392.4K | 0.10% | +189+11.3% | Added |
| Nebula Research & Development LLC | 1,865 | $394.3K | 0.06% | +1,865 | New |
| HighPoint Advisor Group LLC | 1,624 | $399.0K | 0.02% | −82−4.8% | Reduced |
| Cigna Investments Inc | 1,895 | $401.0K | 0.07% | −22−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,898 | $401.3K | 0.01% | −192−9.2% | Reduced |
| Bayesian Capital Management, LP | 1,900 | $401.7K | 0.05% | +1,900 | New |
| Banco BTG Pactual S.A. | 1,629 | $403.6K | 0.10% | +1,629 | New |
| Ameritas Investment Partners, Inc. | 1,917 | $405.3K | 0.01% | −57−2.9% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $406.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,921 | $406.2K | 0.23% | +68+3.7% | Added |
| Central Pacific Bank - Trust Division | 1,934 | $408.9K | 0.05% | −2,265−53.9% | Reduced |
| Brown Advisory Inc | 1,944 | $411.0K | 0.00% | +469+31.8% | Added |
| Park Avenue Securities LLC | 1,947 | $412.0K | 0.01% | −14−0.7% | Reduced |
| Wintrust Investments LLC | 1,974 | $417.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,976 | $417.8K | 0.02% | +43+2.2% | Added |
| Wedmont Private Capital | 1,864 | $417.9K | 0.03% | +169+10.0% | Added |
| Heartwood Wealth Advisors LLC | 1,997 | $422.2K | 0.05% | +1,997 | New |
| Fosun International Ltd | 2,000 | $422.9K | 0.14% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,000 | $422.9K | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,008 | $424.6K | 0.03% | +308+18.1% | Added |
| ISAM Funds (UK) Ltd | 2,008 | $424.6K | 0.32% | +2,008 | New |
| Welch & Forbes LLC | 2,012 | $428.7K | 0.01% | −8−0.4% | Reduced |
| Cook Wealth Management Group LLC | 1,861 | $432.3K | 0.23% | +900+93.7% | Added |
| Citizens Financial Group Inc | 2,056 | $434.7K | 0.01% | +2,056 | New |
| Michael B. Yongue | 2,060 | $435.6K | 0.37% | −12−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 2,077 | $439.2K | 0.03% | +136+7.0% | Added |
| Busey Wealth Management | 2,095 | $443.0K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,100 | $444.0K | 0.07% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,114 | $447.0K | 0.15% | +49+2.4% | Added |
| FSB Premier Wealth Management, Inc. | 2,128 | $449.9K | 0.20% | +1,214+132.8% | Added |
| Regatta Capital Group, LLC | 2,133 | $451.0K | 0.10% | +6+0.3% | Added |
| Inspire Advisors, LLC | 2,134 | $451.3K | 0.06% | −66−3.0% | Reduced |
| Fiduciary Family Office, LLC | 2,136 | $451.6K | 0.18% | −58−2.6% | Reduced |
| Advisory Alpha, LLC | 2,137 | $451.8K | 0.02% | +656+44.3% | Added |
| Symmetry Partners, LLC | 2,147 | $454.0K | 0.02% | −298−12.2% | Reduced |
| Rathbone Brothers plc | 2,160 | $456.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,160 | $456.7K | 0.02% | −48−2.2% | Reduced |
| SpiderRock Advisors, LLC | 2,166 | $458.1K | 0.01% | +26+1.2% | Added |
| Integrated Wealth Concepts LLC | 2,171 | $459.0K | 0.01% | −9−0.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $459.9K | 0.41% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,181 | $461.2K | 0.06% | +2,181 | New |
| Trust Asset Management LLC | 2,194 | $463.9K | 0.04% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 2,206 | $466.4K | 0.39% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,215 | $468.3K | 0.02% | +851+62.4% | Added |
| Roberts Capital Advisors, LLC | 1,864 | $471.4K | 0.45% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,285 | $483.1K | 0.05% | +2,285 | New |
| Lecap Asset Management Ltd | 2,295 | $485.3K | 0.10% | −4,650−67.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,311 | $488.6K | 0.14% | +168+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 2,341 | $495.0K | 0.02% | +5+0.2% | Added |
| Two Sigma Securities, LLC | 2,368 | $500.7K | 0.02% | +2,368 | New |
| ProVise Management Group, LLC | 2,390 | $505.3K | 0.04% | −114−4.6% | Reduced |
| Vident Advisory, LLC | 2,392 | $505.7K | 0.01% | +382+19.0% | Added |
| NewEdge Wealth, LLC | 2,393 | $506.0K | 0.01% | −59−2.4% | Reduced |
| Oak Thistle LLC | 2,404 | $508.3K | 0.38% | +2,404 | New |
| Waldron Private Wealth LLC | 2,411 | $509.8K | 0.02% | +66+2.8% | Added |
| Lake Street Advisors Group, LLC | 2,421 | $511.9K | 0.02% | +1,081+80.7% | Added |
| Blueshift Asset Management, LLC | 2,426 | $513.0K | 0.17% | +2,426 | New |
| Signaturefd, LLC | 2,427 | $513.2K | 0.01% | −220−8.3% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $519.9K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,468 | $521.8K | 0.04% | +310+14.4% | Added |
| Qtron Investments LLC | 2,476 | $523.5K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,513 | $531.3K | 0.01% | +23+0.9% | Added |
| Northeast Financial Consultants Inc | 2,540 | $537.1K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,541 | $537.3K | 0.30% | −277−9.8% | Reduced |
| Empowered Funds, LLC | 2,566 | $542.6K | 0.01% | +54+2.1% | Added |
| Armstrong, Fleming & Moore, Inc | 2,595 | $548.7K | 0.35% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,596 | $548.9K | 0.27% | −38−1.4% | Reduced |
| Pitcairn Co | 2,608 | $551.4K | 0.03% | +14+0.5% | Added |
| Intact Investment Management Inc. | 2,610 | $551.9K | 0.02% | +2,610 | New |
| Change Path, LLC | 2,614 | $553.0K | 0.03% | −186−6.6% | Reduced |
| Allianz SE | 2,627 | $555.5K | 0.02% | +80+3.1% | Added |
| Snowden Capital Advisors LLC | 2,685 | $567.7K | 0.02% | −137−4.9% | Reduced |
| CAPROCK Group, Inc. | 2,688 | $568.4K | 0.02% | +530+24.6% | Added |
| Great Lakes Retirement, Inc. | 2,706 | $572.1K | 0.08% | +313+13.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,784 | $588.6K | 0.00% | +1,690+154.5% | Added |
| Perigon Wealth Management, LLC | 2,794 | $590.8K | 0.02% | −148−5.0% | Reduced |
| MAI Capital Management | 2,800 | $592.0K | 0.01% | +1,642+141.8% | Added |
| Great Lakes Advisors, LLC | 2,821 | $596.5K | 0.01% | −440−13.5% | Reduced |
| Profund Advisors LLC | 2,836 | $599.6K | 0.02% | −23−0.8% | Reduced |
| Principal Street Partners, LLC | 2,851 | $602.8K | 0.11% | −121−4.1% | Reduced |
| Brookstone Capital Management | 2,624 | $604.3K | 0.01% | −211−7.4% | Reduced |