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 | 940 | $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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 148 | $31.3K | 0.00% | −117−44.2% | Reduced |
| Silver Oak Securities, Inc | 146 | $30.9K | 0.00% | +40+37.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 145 | $30.7K | 0.01% | −481−76.8% | Reduced |
| Sunbelt Securities, Inc. | 140 | $29.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 141 | $29.0K | 0.01% | +106+302.9% | Added |
| Itau Unibanco Holding S.A. | 137 | $29.0K | 0.00% | +137 | New |
| Magellan Asset Management Ltd | 134 | $28.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 133 | $28.1K | 0.00% | +25+23.1% | Added |
| Brown, Lisle/Cummings, Inc. | 132 | $27.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 129 | $27.3K | 0.01% | +129 | New |
| Riverview Trust Co | 127 | $26.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $26.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $26.4K | 0.01% | +110+733.3% | Added |
| Rise Advisors, LLC | 124 | $26.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $25.4K | 0.00% | +120 | New |
| Castleview Partners, LLC | 120 | $25.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $24.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 115 | $24.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $21.6K | 0.00% | −17−14.3% | Reduced |
| Caldwell Trust Co | 102 | $21.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $21.1K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $21.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $21.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $21.1K | 0.00% | +64+177.8% | Added |
| Olistico Wealth, LLC | 100 | $21.1K | 0.01% | +100 | New |
| Bullock Wealth Management Group | 100 | $20.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $19.7K | 0.00% | +2+2.2% | Added |
| Leonteq Securities AG | 88 | $18.6K | 0.00% | +68+340.0% | Added |
| China Universal Asset Management Co., Ltd. | 84 | $17.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 81 | $17.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 74 | $15.6K | 0.00% | +12+19.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $15.6K | 0.00% | −192−72.2% | Reduced |
| Carolinas Wealth Consulting LLC | 71 | $15.0K | 0.00% | −143−66.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 68 | $14.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 68 | $14.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $14.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 65 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $13.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 64 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 61 | $12.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 58 | $12.3K | 0.00% | −7−10.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 58 | $12.3K | 0.00% | +58 | New |
| GW&K Investment Management, LLC | 55 | $12.0K | 0.00% | +8+17.0% | Added |
| Beacon Capital Management, LLC | 55 | $11.6K | 0.00% | +26+89.7% | Added |
| Salomon & Ludwin, LLC | 54 | $11.4K | 0.00% | −1−1.8% | Reduced |
| Meeder Asset Management Inc | 54 | $11.4K | 0.00% | +12+28.6% | Added |
| Larson Financial Group LLC | 51 | $10.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $10.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $10.4K | 0.00% | +1+2.1% | Added |
| Eagle Bay Advisors LLC | 49 | $10.4K | 0.01% | +6+14.0% | Added |
| Harvest Fund Management Co., Ltd | 46 | $10.0K | 0.00% | −523−91.9% | Reduced |
| Financial Management Professionals, Inc. | 45 | $10.0K | 0.00% | −16−26.2% | Reduced |
| Ruedi Wealth Management, Inc. | 47 | $9.94K | 0.00% | +2+4.4% | Added |
| AdvisorNet Financial, Inc | 46 | $9.73K | 0.00% | −7−13.2% | Reduced |
| Clean Yield Group | 42 | $8.88K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $8.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $7.82K | 0.00% | −3−7.5% | Reduced |
| Valley National Advisers Inc | 34 | $7.00K | 0.00% | −2−5.6% | Reduced |
| Close Asset Management Ltd | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $7.00K | 0.00% | +11+47.8% | Added |
| Carolina Wealth Advisors, LLC | 33 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 33 | $6.98K | 0.00% | +20+153.8% | Added |
| MCF Advisors LLC | 32 | $6.77K | 0.00% | +31+3,100.0% | Added |
| Assetmark, Inc | 32 | $6.77K | 0.00% | +20+166.7% | Added |
| Prestige Wealth Management Group LLC | 30 | $6.34K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 30 | $6.34K | 0.00% | −64−68.1% | Reduced |
| Delta Asset Management LLC | 30 | $6.34K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 30 | $6.34K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $6.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 29 | $6.13K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.71K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $4.86K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $4.86K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $4.86K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 23 | $4.86K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $4.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.67K | 0.00% | +9+90.0% | Added |
| Blue Bell Private Wealth Management, LLC | 22 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $4.65K | 0.00% | +1+4.8% | Added |
| Dunhill Financial, LLC | 19 | $4.02K | 0.00% | +4+26.7% | Added |
| SYSTM Wealth Solutions LLC | 19 | $4.02K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $3.81K | 0.00% | −200−91.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $3.81K | 0.00% | +3+20.0% | Added |
| South State Corp. | 18 | $3.81K | 0.00% | +18 | New |
| Triad Wealth Partners, LLC | 18 | $3.81K | 0.00% | +18 | New |
| TFC Financial Management | 17 | $3.60K | 0.00% | −1−5.6% | Reduced |
| Westend Capital Management, LLC | 17 | $3.54K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.38K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 16 | $3.38K | 0.00% | +16 | New |
| Pineridge Advisors LLC | 15 | $3.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 13 | $2.75K | 0.00% | +9+225.0% | Added |
| Trust Co of Vermont | 13 | $2.75K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 12 | $2.54K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.33K | 0.00% | −6−35.3% | Reduced |