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 |
|---|---|---|---|---|---|
| NBT Bank N A | 5,471 | $1.16M | 0.08% | −1,525−21.8% | Reduced |
| Icon Advisers Inc | 5,638 | $1.18M | 0.26% | −3,600−39.0% | Reduced |
| Advisory Services Network, LLC | 5,661 | $1.20M | 0.02% | −1,116−16.5% | Reduced |
| Fox Run Management, L.L.C. | 5,712 | $1.21M | 0.23% | +5,712 | New |
| Fifth Third Bancorp | 5,719 | $1.21M | 0.00% | −23−0.4% | Reduced |
| Simplify Asset Management Inc. | 5,743 | $1.21M | 0.11% | +5,743 | New |
| Natixis Investment Managers International | 5,745 | $1.21M | 0.09% | −175−3.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,793 | $1.22M | 0.03% | −162−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,799 | $1.23M | 0.03% | +9+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,877 | $1.24M | 0.08% | −146−2.4% | Reduced |
| Power Wealth Management LLC | 5,882 | $1.24M | 0.59% | +2,382+68.1% | Added |
| Stablepoint Partners, LLC | 5,322 | $1.26M | 0.24% | +451+9.3% | Added |
| Groupama Asset Managment | 6,056 | $1.28M | 0.03% | +2,833+87.9% | Added |
| QRG Capital Management, Inc. | 6,060 | $1.28M | 0.02% | +729+13.7% | Added |
| North Star Asset Management Inc | 6,140 | $1.30M | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,171 | $1.30M | 0.08% | −489−7.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,184 | $1.31M | 0.02% | +130+2.1% | Added |
| Fiduciary Trust Co | 6,197 | $1.31M | 0.02% | +871+16.4% | Added |
| Everence Capital Management Inc | 5,698 | $1.32M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,261 | $1.32M | 0.00% | +1,060+20.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,285 | $1.33M | 0.28% | −40−0.6% | Reduced |
| UBS Oconnor LLC | 6,316 | $1.34M | 0.04% | +6,316 | New |
| Byrne Asset Management LLC | 6,320 | $1.34M | 0.96% | −50−0.8% | Reduced |
| GAM Holding AG | 6,391 | $1.35M | 0.10% | −8−0.1% | Reduced |
| NEOS Investment Management LLC | 6,416 | $1.36M | 0.06% | +1,992+45.0% | Added |
| Avantax Advisory Services, Inc. | 6,429 | $1.36M | 0.01% | +3,691+134.8% | Added |
| Paradiem, LLC | 6,454 | $1.36M | 0.34% | −8,434−56.6% | Reduced |
| Norinchukin Bank, The | 6,530 | $1.38M | 0.04% | +147+2.3% | Added |
| World Equity Group, Inc. | 6,569 | $1.39M | 0.41% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,613 | $1.40M | 0.10% | +86+1.3% | Added |
| Garda Capital Partners LP | 6,627 | $1.40M | 0.75% | +6,627 | New |
| CWM, LLC | 6,640 | $1.40M | 0.01% | +1,163+21.2% | Added |
| Carmel Capital Partners, LLC | 6,837 | $1.45M | 0.61% | +248+3.8% | Added |
| Vestcor Inc | 6,867 | $1.45M | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,967 | $1.47M | 0.22% | +1,190+20.6% | Added |
| Public Sector Pension Investment Board | 6,994 | $1.48M | 0.01% | −147,173−95.5% | Reduced |
| Twin City Private Wealth, LLC | 7,018 | $1.48M | 1.40% | +588+9.1% | Added |
| Fisher Asset Management, LLC | 7,057 | $1.49M | 0.00% | +926+15.1% | Added |
| Acadian Asset Management LLC | 7,078 | $1.50M | 0.00% | +3,718+110.7% | Added |
| Suvretta Capital Management, LLC | 7,175 | $1.52M | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 7,200 | $1.52M | 0.65% | +7,200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,545 | $1.52M | 0.01% | −405−5.8% | Reduced |
| Harbert Fund Advisors, Inc. | 7,250 | $1.53M | 1.23% | +3,200+79.0% | Added |
| Carret Asset Management, LLC | 7,311 | $1.55M | 0.18% | +420+6.1% | Added |
| Boston Financial Mangement LLC | 7,317 | $1.55M | 0.05% | +873+13.5% | Added |
| Vinva Investment Management Ltd | 7,298 | $1.55M | 0.08% | +688+10.4% | Added |
| Cunning Capital Partners, LP | 7,400 | $1.56M | 0.89% | 00.0% | Unchanged |
| Sciencast Management LP | 7,490 | $1.58M | 0.55% | +7,490 | New |
| Silvercrest Asset Management Group LLC | 7,527 | $1.59M | 0.01% | +311+4.3% | Added |
| Kestra Advisory Services, LLC | 7,564 | $1.60M | 0.01% | +1,358+21.9% | Added |
| Boston Partners | 7,670 | $1.62M | 0.00% | +4,589+148.9% | Added |
| E. Ohman J:or Asset Management AB | 7,701 | $1.63M | 0.04% | 00.0% | Unchanged |
| Jennison Associates LLC | 7,710 | $1.63M | 0.00% | −133,204−94.5% | Reduced |
| Rakuten Investment Management, Inc. | 7,755 | $1.65M | 0.01% | +2,848+58.0% | Added |
| HF Advisory Group, LLC | 7,988 | $1.69M | 0.87% | +615+8.3% | Added |
| Aquila Investment Management LLC | 8,000 | $1.69M | 1.59% | 00.0% | Unchanged |
| Omers Administration Corp | 8,019 | $1.70M | 0.02% | +8,019 | New |
| Otter Creek Advisors, LLC | 8,080 | $1.71M | 1.11% | −9,605−54.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,168 | $1.73M | 0.03% | −1,714−17.3% | Reduced |
| Copperleaf Capital, LLC | 8,239 | $1.74M | 1.39% | +68+0.8% | Added |
| Cape Investment Advisory, Inc. | 8,357 | $1.77M | 0.79% | −7−0.1% | Reduced |
| Central Valley Advisors, LLC | 5,940 | $1.78M | 0.98% | +328+5.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,421 | $1.78M | 0.70% | +796+10.4% | Added |
| Maxwell Wealth Strategies Inc. | 8,425 | $1.78M | 0.87% | +122+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 8,513 | $1.80M | 0.02% | +1,012+13.5% | Added |
| Metis Global Partners, LLC | 8,669 | $1.83M | 0.06% | +308+3.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,672 | $1.83M | 0.06% | −376−4.2% | Reduced |
| Knollwood Investment Advisory, LLC | 8,700 | $1.84M | 0.20% | +8,700 | New |
| Parallel Advisors, LLC | 8,859 | $1.87M | 0.05% | +296+3.5% | Added |
| Veriti Management LLC | 9,027 | $1.91M | 0.12% | −272−2.9% | Reduced |
| Eagle Asset Management Inc | 9,180 | $1.91M | 0.01% | −507,189−98.2% | Reduced |
| Wunderlich Capital Managemnt | 9,110 | $1.93M | 0.86% | +111+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,112 | $1.93M | 0.08% | +264+3.0% | Added |
| Drucker Wealth 3.0, LLC | 9,136 | $1.93M | 0.51% | +9,136 | New |
| New Mexico Educational Retirement Board | 9,200 | $1.95M | 0.07% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 9,213 | $1.95M | 0.21% | +692+8.1% | Added |
| Pine Valley Investments Ltd Liability Co | 9,431 | $1.99M | 0.15% | +1,272+15.6% | Added |
| XTX Topco Ltd | 9,487 | $2.01M | 0.17% | +1,347+16.5% | Added |
| Laurion Capital Management LP | 9,487 | $2.01M | 0.07% | +9,487 | New |
| Keybank National Association | 9,704 | $2.05M | 0.01% | +297+3.2% | Added |
| Unique Wealth Strategies, LLC | 8,185 | $2.07M | 0.97% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 9,824 | $2.08M | 0.03% | +8,585+692.9% | Added |
| Quantinno Capital Management LP | 9,921 | $2.10M | 0.04% | +2,510+33.9% | Added |
| Parsons Capital Management Inc | 9,921 | $2.10M | 0.14% | −1,292−11.5% | Reduced |
| Sumitomo Life Insurance Co | 9,928 | $2.10M | 0.05% | +289+3.0% | Added |
| Arvest Investments, Inc. | 9,950 | $2.10M | 0.34% | −51−0.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $2.11M | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 10,016 | $2.12M | 0.15% | +1,071+12.0% | Added |
| Bessemer Group Inc | 10,143 | $2.14M | 0.00% | −1,252,746−99.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,252 | $2.17M | 0.00% | +795+8.4% | Added |
| Dynamic Technology Lab Private Ltd | 10,293 | $2.18M | 0.25% | +1,508+17.2% | Added |
| Louisiana State Employees Retirement System | 10,300 | $2.18M | 0.04% | −300−2.8% | Reduced |
| Entropy Technologies, LP | 10,393 | $2.20M | 0.24% | +2,494+31.6% | Added |
| Securian Asset Management, Inc | 10,418 | $2.20M | 0.06% | −330−3.1% | Reduced |
| Global Retirement Partners, LLC | 10,548 | $2.23M | 0.07% | +562+5.6% | Added |
| Trexquant Investment LP | 10,566 | $2.23M | 0.03% | +10,566 | New |
| Envestnet Portfolio Solutions, Inc. | 10,661 | $2.25M | 0.01% | −435−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 10,709 | $2.26M | 0.20% | +653+6.5% | Added |
| Banque Pictet & Cie SA | 10,750 | $2.27M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,816 | $2.29M | 0.01% | −7,914−42.3% | Reduced |