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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 2,869 | $606.6K | 0.04% | −493−14.7% | Reduced |
| 9258 Wealth Management, LLC | 2,965 | $626.9K | 0.10% | +181+6.5% | Added |
| GeoWealth Management, LLC | 2,970 | $628.0K | 0.03% | +1,244+72.1% | Added |
| S&CO Inc | 3,000 | $634.0K | 0.04% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 3,000 | $634.3K | 0.01% | −8,800−74.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,000 | $634.3K | 0.08% | +3,000 | New |
| Aristeia Capital LLC | 3,001 | $634.5K | 0.02% | +3,001 | New |
| Formula Growth Ltd | 3,010 | $636.4K | 0.23% | −90−2.9% | Reduced |
| Strategic Investment Advisors | 3,010 | $636.4K | 0.08% | −45−1.5% | Reduced |
| Centaurus Financial, Inc. | 3,023 | $639.0K | 0.04% | +1,349+80.6% | Added |
| Brown Financial Advisors | 3,036 | $641.8K | 0.29% | +3,036 | New |
| Coldstream Capital Management Inc | 3,041 | $643.0K | 0.02% | −724−19.2% | Reduced |
| First Hawaiian Bank | 3,048 | $644.5K | 0.02% | −3,040−49.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,050 | $644.9K | 0.20% | +35+1.2% | Added |
| Great Valley Advisor Group, Inc. | 3,091 | $653.8K | 0.02% | −308−9.1% | Reduced |
| Polymer Capital Management (HK) LTD | 3,135 | $662.9K | 0.13% | +1,135+56.8% | Added |
| Humankind Investments LLC | 3,136 | $663.1K | 0.18% | +2,030+183.5% | Added |
| Liberty One Investment Management, LLC | 3,144 | $665.0K | 0.07% | −162−4.9% | Reduced |
| Greenleaf Trust | 3,175 | $671.3K | 0.01% | −37−1.2% | Reduced |
| National Asset Management, Inc. | 3,194 | $675.3K | 0.02% | −374−10.5% | Reduced |
| Quantbot Technologies LP | 3,210 | $678.7K | 0.03% | +3,210 | New |
| United Capital Financial Advisers, LLC | 3,224 | $681.7K | 0.01% | −240−6.9% | Reduced |
| Global Trust Asset Management, LLC | 3,228 | $682.5K | 0.28% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,268 | $691.0K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,283 | $694.2K | 0.00% | −135−3.9% | Reduced |
| Aigen Investment Management, LP | 3,289 | $695.4K | 0.14% | +3,289 | New |
| Wealthfront Advisers LLC | 3,298 | $697.3K | 0.00% | +284+9.4% | Added |
| Birchbrook, Inc. | 3,311 | $700.1K | 0.42% | −33−1.0% | Reduced |
| IVC Wealth Advisors LLC | 3,375 | $713.6K | 0.40% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,400 | $718.9K | 0.19% | +120+3.7% | Added |
| Atria Wealth Solutions, Inc. | 3,423 | $723.8K | 0.01% | −1,982−36.7% | Reduced |
| Fulton Bank, N.A. | 3,442 | $727.8K | 0.03% | −63−1.8% | Reduced |
| Allred Capital Management, LLC | 3,455 | $730.5K | 0.28% | +455+15.2% | Added |
| Scientech Research LLC | 3,516 | $743.4K | 0.15% | +1,807+105.7% | Added |
| MQS Management LLC | 3,547 | $750.0K | 0.45% | +3,547 | New |
| NBC Securities, Inc. | 3,567 | $754.0K | 0.07% | +648+22.2% | Added |
| Client 1st Advisory Group, LLC | 3,588 | $758.6K | 0.33% | +278+8.4% | Added |
| Wall Street Access Asset Management, LLC | 3,622 | $765.8K | 0.31% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,636 | $768.9K | 0.01% | −228−5.9% | Reduced |
| United Community Bank | 3,677 | $777.5K | 0.31% | −290−7.3% | Reduced |
| Dimension Capital Management LLC | 3,685 | $779.2K | 0.16% | 00.0% | Unchanged |
| Financial Insights, Inc. | 3,713 | $785.1K | 0.22% | −1,006−21.3% | Reduced |
| Beacon Financial Group | 3,770 | $797.1K | 0.09% | −155−3.9% | Reduced |
| First Citizens Bank & Trust Co | 3,778 | $798.8K | 0.02% | +409+12.1% | Added |
| Sanctuary Advisors, LLC | 3,419 | $803.0K | 0.01% | +3,419 | New |
| Clear Harbor Asset Management, LLC | 3,919 | $828.6K | 0.07% | +596+17.9% | Added |
| HB Wealth Management, LLC | 3,971 | $839.6K | 0.01% | +1,582+66.2% | Added |
| Burns Matteson Capital Management, LLC | 3,983 | $842.2K | 0.53% | −244−5.8% | Reduced |
| Investment Management Corp of Ontario | 4,049 | $856.1K | 0.02% | +1,100+37.3% | Added |
| Blair William & Co | 4,072 | $861.0K | 0.00% | +328+8.8% | Added |
| V-Square Quantitative Management LLC | 4,092 | $865.2K | 0.14% | +2,434+146.8% | Added |
| Lido Advisors, LLC | 4,102 | $867.5K | 0.01% | +22+0.5% | Added |
| BBR Partners, LLC | 4,104 | $867.8K | 0.07% | +25+0.6% | Added |
| Plato Investment Management Ltd | 4,108 | $868.6K | 0.08% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 4,177 | $883.2K | 0.25% | +838+25.1% | Added |
| Gilliland Jeter Wealth Management LLC | 4,192 | $886.4K | 0.30% | −309−6.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,258 | $887.8K | 0.49% | +76+1.8% | Added |
| GTS Securities LLC | 4,209 | $890.0K | 0.02% | +2,759+190.3% | Added |
| Kinneret Advisory, LLC | 4,289 | $906.9K | 0.09% | −264−5.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,290 | $907.1K | 0.02% | +158+3.8% | Added |
| BNP Paribas | 4,328 | $919.9K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 4,371 | $924.2K | 0.06% | −1,040−19.2% | Reduced |
| Capstone Investment Advisors, LLC | 4,394 | $929.1K | 0.02% | −1,717−28.1% | Reduced |
| Strategic Global Advisors, LLC | 4,419 | $934.4K | 0.20% | +84+1.9% | Added |
| Applied Finance Capital Management, LLC | 4,423 | $935.2K | 0.04% | +4,423 | New |
| Apollon Wealth Management, LLC | 4,447 | $940.3K | 0.03% | +293+7.1% | Added |
| Qsemble Capital Management, LP | 4,481 | $947.5K | 0.18% | +2,919+186.9% | Added |
| Meeder Advisory Services, Inc. | 4,500 | $951.5K | 0.07% | +1,352+42.9% | Added |
| Merit Financial Group, LLC | 4,553 | $962.7K | 0.02% | +1,013+28.6% | Added |
| MidWestOne Financial Group, Inc. | 4,554 | $962.9K | 0.17% | +307+7.2% | Added |
| Teza Capital Management LLC | 4,566 | $965.4K | 0.12% | +1,810+65.7% | Added |
| Cornerstone Advisors, LLC | 4,600 | $972.6K | 0.04% | −5,200−53.1% | Reduced |
| Quest Partners LLC | 4,620 | $976.9K | 0.13% | +4,357+1,656.7% | Added |
| Laurel Wealth Advisors LLC | 4,647 | $982.6K | 0.17% | +90+2.0% | Added |
| Colony Group, LLC | 4,656 | $984.0K | 0.00% | +4,656 | New |
| RSM US Wealth Management LLC | 4,742 | $989.5K | 0.02% | +4,742 | New |
| First Horizon Advisors, Inc. | 4,726 | $999.3K | 0.03% | −39−0.8% | Reduced |
| Hanson & Doremus Investment Management | 4,741 | $1.00M | 0.17% | +4,705+13,069.4% | Added |
| Davy Global Fund Management Ltd | 4,751 | $1.00M | 0.11% | −63−1.3% | Reduced |
| Partners Capital Investment Group, LLP | 4,748 | $1.01M | 0.02% | +2,374+100.0% | Added |
| We Are One Seven, LLC | 4,788 | $1.01M | 0.05% | +1,243+35.1% | Added |
| Papp L Roy & Associates | 4,804 | $1.02M | 0.12% | −115−2.3% | Reduced |
| Wilkins Investment Counsel Inc | 4,810 | $1.02M | 0.15% | +2,960+160.0% | Added |
| Bowman & Co S.C. | 4,852 | $1.03M | 0.59% | +407+9.2% | Added |
| Mattson Financial Services, LLC | 4,864 | $1.03M | 0.37% | +4,864 | New |
| Private Advisor Group, LLC | 5,078 | $1.07M | 0.01% | +379+8.1% | Added |
| Boothbay Fund Management, LLC | 5,099 | $1.08M | 0.03% | +5,099 | New |
| Schonfeld Strategic Advisors LLC | 5,114 | $1.08M | 0.01% | +2,916+132.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,151 | $1.09M | 0.05% | +73+1.4% | Added |
| Headlands Technologies LLC | 5,156 | $1.09M | 0.12% | +5,156 | New |
| Todd Asset Management LLC | 5,208 | $1.10M | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,232 | $1.11M | 0.07% | +50+1.0% | Added |
| H&H Retirement Design & Management INC | 4,546 | $1.11M | 0.69% | −57−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 5,378 | $1.14M | 0.04% | +511+10.5% | Added |
| Herold Advisors, Inc. | 5,400 | $1.14M | 0.26% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,411 | $1.14M | 0.00% | −487−8.3% | Reduced |
| Foresight Global Investors, Inc. | 5,413 | $1.14M | 0.55% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.15M | 0.03% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,446 | $1.15M | 0.76% | +127+2.4% | Added |
| Toroso Investments, LLC | 5,471 | $1.16M | 0.02% | −2,166−28.4% | Reduced |