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 |
|---|---|---|---|---|---|
| GAM Holding AG | 6,391 | $1.35M | 0.10% | −8−0.1% | Reduced |
| Byrne Asset Management LLC | 6,320 | $1.34M | 0.96% | −50−0.8% | Reduced |
| UBS Oconnor LLC | 6,316 | $1.34M | 0.04% | +6,316 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,285 | $1.33M | 0.28% | −40−0.6% | Reduced |
| Captrust Financial Advisors | 6,261 | $1.32M | 0.00% | +1,060+20.4% | Added |
| Everence Capital Management Inc | 5,698 | $1.32M | 0.09% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,197 | $1.31M | 0.02% | +871+16.4% | Added |
| Stratos Wealth Partners, LTD. | 6,184 | $1.31M | 0.02% | +130+2.1% | Added |
| Empirical Finance, LLC | 6,171 | $1.30M | 0.08% | −489−7.3% | Reduced |
| North Star Asset Management Inc | 6,140 | $1.30M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,060 | $1.28M | 0.02% | +729+13.7% | Added |
| Groupama Asset Managment | 6,056 | $1.28M | 0.03% | +2,833+87.9% | Added |
| Stablepoint Partners, LLC | 5,322 | $1.26M | 0.24% | +451+9.3% | Added |
| Power Wealth Management LLC | 5,882 | $1.24M | 0.59% | +2,382+68.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,877 | $1.24M | 0.08% | −146−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,799 | $1.23M | 0.03% | +9+0.2% | Added |
| Foundations Investment Advisors, LLC | 5,793 | $1.22M | 0.03% | −162−2.7% | Reduced |
| Natixis Investment Managers International | 5,745 | $1.21M | 0.09% | −175−3.0% | Reduced |
| Simplify Asset Management Inc. | 5,743 | $1.21M | 0.11% | +5,743 | New |
| Fifth Third Bancorp | 5,719 | $1.21M | 0.00% | −23−0.4% | Reduced |
| Fox Run Management, L.L.C. | 5,712 | $1.21M | 0.23% | +5,712 | New |
| Advisory Services Network, LLC | 5,661 | $1.20M | 0.02% | −1,116−16.5% | Reduced |
| Icon Advisers Inc | 5,638 | $1.18M | 0.26% | −3,600−39.0% | Reduced |
| Toroso Investments, LLC | 5,471 | $1.16M | 0.02% | −2,166−28.4% | Reduced |
| NBT Bank N A | 5,471 | $1.16M | 0.08% | −1,525−21.8% | Reduced |
| Fairbanks Capital Management, Inc. | 5,446 | $1.15M | 0.76% | +127+2.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.15M | 0.03% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 5,413 | $1.14M | 0.55% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,411 | $1.14M | 0.00% | −487−8.3% | Reduced |
| Herold Advisors, Inc. | 5,400 | $1.14M | 0.26% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,378 | $1.14M | 0.04% | +511+10.5% | Added |
| H&H Retirement Design & Management INC | 4,546 | $1.11M | 0.69% | −57−1.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,232 | $1.11M | 0.07% | +50+1.0% | Added |
| Todd Asset Management LLC | 5,208 | $1.10M | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,156 | $1.09M | 0.12% | +5,156 | New |
| Tokio Marine Asset Management Co Ltd | 5,151 | $1.09M | 0.05% | +73+1.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,114 | $1.08M | 0.01% | +2,916+132.7% | Added |
| Boothbay Fund Management, LLC | 5,099 | $1.08M | 0.03% | +5,099 | New |
| Private Advisor Group, LLC | 5,078 | $1.07M | 0.01% | +379+8.1% | Added |
| Mattson Financial Services, LLC | 4,864 | $1.03M | 0.37% | +4,864 | New |
| Bowman & Co S.C. | 4,852 | $1.03M | 0.59% | +407+9.2% | Added |
| Wilkins Investment Counsel Inc | 4,810 | $1.02M | 0.15% | +2,960+160.0% | Added |
| Papp L Roy & Associates | 4,804 | $1.02M | 0.12% | −115−2.3% | Reduced |
| We Are One Seven, LLC | 4,788 | $1.01M | 0.05% | +1,243+35.1% | Added |
| Partners Capital Investment Group, LLP | 4,748 | $1.01M | 0.02% | +2,374+100.0% | Added |
| Davy Global Fund Management Ltd | 4,751 | $1.00M | 0.11% | −63−1.3% | Reduced |
| Hanson & Doremus Investment Management | 4,741 | $1.00M | 0.17% | +4,705+13,069.4% | Added |
| First Horizon Advisors, Inc. | 4,726 | $999.3K | 0.03% | −39−0.8% | Reduced |
| RSM US Wealth Management LLC | 4,742 | $989.5K | 0.02% | +4,742 | New |
| Colony Group, LLC | 4,656 | $984.0K | 0.00% | +4,656 | New |
| Laurel Wealth Advisors LLC | 4,647 | $982.6K | 0.17% | +90+2.0% | Added |
| Quest Partners LLC | 4,620 | $976.9K | 0.13% | +4,357+1,656.7% | Added |
| Cornerstone Advisors, LLC | 4,600 | $972.6K | 0.04% | −5,200−53.1% | Reduced |
| Teza Capital Management LLC | 4,566 | $965.4K | 0.12% | +1,810+65.7% | Added |
| MidWestOne Financial Group, Inc. | 4,554 | $962.9K | 0.17% | +307+7.2% | Added |
| Merit Financial Group, LLC | 4,553 | $962.7K | 0.02% | +1,013+28.6% | Added |
| Meeder Advisory Services, Inc. | 4,500 | $951.5K | 0.07% | +1,352+42.9% | Added |
| Qsemble Capital Management, LP | 4,481 | $947.5K | 0.18% | +2,919+186.9% | Added |
| Apollon Wealth Management, LLC | 4,447 | $940.3K | 0.03% | +293+7.1% | Added |
| Applied Finance Capital Management, LLC | 4,423 | $935.2K | 0.04% | +4,423 | New |
| Strategic Global Advisors, LLC | 4,419 | $934.4K | 0.20% | +84+1.9% | Added |
| Capstone Investment Advisors, LLC | 4,394 | $929.1K | 0.02% | −1,717−28.1% | Reduced |
| PFG Advisors | 4,371 | $924.2K | 0.06% | −1,040−19.2% | Reduced |
| BNP Paribas | 4,328 | $919.9K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,290 | $907.1K | 0.02% | +158+3.8% | Added |
| Kinneret Advisory, LLC | 4,289 | $906.9K | 0.09% | −264−5.8% | Reduced |
| GTS Securities LLC | 4,209 | $890.0K | 0.02% | +2,759+190.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,258 | $887.8K | 0.49% | +76+1.8% | Added |
| Gilliland Jeter Wealth Management LLC | 4,192 | $886.4K | 0.30% | −309−6.9% | Reduced |
| Stonebrook Private Inc. | 4,177 | $883.2K | 0.25% | +838+25.1% | Added |
| Plato Investment Management Ltd | 4,108 | $868.6K | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 4,104 | $867.8K | 0.07% | +25+0.6% | Added |
| Lido Advisors, LLC | 4,102 | $867.5K | 0.01% | +22+0.5% | Added |
| V-Square Quantitative Management LLC | 4,092 | $865.2K | 0.14% | +2,434+146.8% | Added |
| Blair William & Co | 4,072 | $861.0K | 0.00% | +328+8.8% | Added |
| Investment Management Corp of Ontario | 4,049 | $856.1K | 0.02% | +1,100+37.3% | Added |
| Burns Matteson Capital Management, LLC | 3,983 | $842.2K | 0.53% | −244−5.8% | Reduced |
| HB Wealth Management, LLC | 3,971 | $839.6K | 0.01% | +1,582+66.2% | Added |
| Clear Harbor Asset Management, LLC | 3,919 | $828.6K | 0.07% | +596+17.9% | Added |
| Sanctuary Advisors, LLC | 3,419 | $803.0K | 0.01% | +3,419 | New |
| First Citizens Bank & Trust Co | 3,778 | $798.8K | 0.02% | +409+12.1% | Added |
| Beacon Financial Group | 3,770 | $797.1K | 0.09% | −155−3.9% | Reduced |
| Financial Insights, Inc. | 3,713 | $785.1K | 0.22% | −1,006−21.3% | Reduced |
| Dimension Capital Management LLC | 3,685 | $779.2K | 0.16% | 00.0% | Unchanged |
| United Community Bank | 3,677 | $777.5K | 0.31% | −290−7.3% | Reduced |
| Flputnam Investment Management Co | 3,636 | $768.9K | 0.01% | −228−5.9% | Reduced |
| Wall Street Access Asset Management, LLC | 3,622 | $765.8K | 0.31% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 3,588 | $758.6K | 0.33% | +278+8.4% | Added |
| NBC Securities, Inc. | 3,567 | $754.0K | 0.07% | +648+22.2% | Added |
| MQS Management LLC | 3,547 | $750.0K | 0.45% | +3,547 | New |
| Scientech Research LLC | 3,516 | $743.4K | 0.15% | +1,807+105.7% | Added |
| Allred Capital Management, LLC | 3,455 | $730.5K | 0.28% | +455+15.2% | Added |
| Fulton Bank, N.A. | 3,442 | $727.8K | 0.03% | −63−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 3,423 | $723.8K | 0.01% | −1,982−36.7% | Reduced |
| Aspire Private Capital, LLC | 3,400 | $718.9K | 0.19% | +120+3.7% | Added |
| IVC Wealth Advisors LLC | 3,375 | $713.6K | 0.40% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3,311 | $700.1K | 0.42% | −33−1.0% | Reduced |
| Wealthfront Advisers LLC | 3,298 | $697.3K | 0.00% | +284+9.4% | Added |
| Aigen Investment Management, LP | 3,289 | $695.4K | 0.14% | +3,289 | New |
| Alps Advisors Inc | 3,283 | $694.2K | 0.00% | −135−3.9% | Reduced |