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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 3,268 | $691.0K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,228 | $682.5K | 0.28% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,224 | $681.7K | 0.01% | −240−6.9% | Reduced |
| Quantbot Technologies LP | 3,210 | $678.7K | 0.03% | +3,210 | New |
| National Asset Management, Inc. | 3,194 | $675.3K | 0.02% | −374−10.5% | Reduced |
| Greenleaf Trust | 3,175 | $671.3K | 0.01% | −37−1.2% | Reduced |
| Liberty One Investment Management, LLC | 3,144 | $665.0K | 0.07% | −162−4.9% | Reduced |
| Humankind Investments LLC | 3,136 | $663.1K | 0.18% | +2,030+183.5% | Added |
| Polymer Capital Management (HK) LTD | 3,135 | $662.9K | 0.13% | +1,135+56.8% | Added |
| Great Valley Advisor Group, Inc. | 3,091 | $653.8K | 0.02% | −308−9.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,050 | $644.9K | 0.20% | +35+1.2% | Added |
| First Hawaiian Bank | 3,048 | $644.5K | 0.02% | −3,040−49.9% | Reduced |
| Coldstream Capital Management Inc | 3,041 | $643.0K | 0.02% | −724−19.2% | Reduced |
| Brown Financial Advisors | 3,036 | $641.8K | 0.29% | +3,036 | New |
| Centaurus Financial, Inc. | 3,023 | $639.0K | 0.04% | +1,349+80.6% | Added |
| 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 |
| Aristeia Capital LLC | 3,001 | $634.5K | 0.02% | +3,001 | New |
| 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 |
| S&CO Inc | 3,000 | $634.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,970 | $628.0K | 0.03% | +1,244+72.1% | Added |
| 9258 Wealth Management, LLC | 2,965 | $626.9K | 0.10% | +181+6.5% | Added |
| Strategic Blueprint, LLC | 2,869 | $606.6K | 0.04% | −493−14.7% | Reduced |
| Brookstone Capital Management | 2,624 | $604.3K | 0.01% | −211−7.4% | Reduced |
| Principal Street Partners, LLC | 2,851 | $602.8K | 0.11% | −121−4.1% | Reduced |
| Profund Advisors LLC | 2,836 | $599.6K | 0.02% | −23−0.8% | Reduced |
| Great Lakes Advisors, LLC | 2,821 | $596.5K | 0.01% | −440−13.5% | Reduced |
| MAI Capital Management | 2,800 | $592.0K | 0.01% | +1,642+141.8% | Added |
| Perigon Wealth Management, LLC | 2,794 | $590.8K | 0.02% | −148−5.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,784 | $588.6K | 0.00% | +1,690+154.5% | Added |
| Great Lakes Retirement, Inc. | 2,706 | $572.1K | 0.08% | +313+13.1% | Added |
| CAPROCK Group, Inc. | 2,688 | $568.4K | 0.02% | +530+24.6% | Added |
| Snowden Capital Advisors LLC | 2,685 | $567.7K | 0.02% | −137−4.9% | Reduced |
| Allianz SE | 2,627 | $555.5K | 0.02% | +80+3.1% | Added |
| Change Path, LLC | 2,614 | $553.0K | 0.03% | −186−6.6% | Reduced |
| Intact Investment Management Inc. | 2,610 | $551.9K | 0.02% | +2,610 | New |
| Pitcairn Co | 2,608 | $551.4K | 0.03% | +14+0.5% | Added |
| Outlook Wealth Advisors, LLC | 2,596 | $548.9K | 0.27% | −38−1.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,595 | $548.7K | 0.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,566 | $542.6K | 0.01% | +54+2.1% | Added |
| Magnolia Capital Advisors LLC | 2,541 | $537.3K | 0.30% | −277−9.8% | Reduced |
| Northeast Financial Consultants Inc | 2,540 | $537.1K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,513 | $531.3K | 0.01% | +23+0.9% | Added |
| Qtron Investments LLC | 2,476 | $523.5K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,468 | $521.8K | 0.04% | +310+14.4% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $519.9K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,427 | $513.2K | 0.01% | −220−8.3% | Reduced |
| Blueshift Asset Management, LLC | 2,426 | $513.0K | 0.17% | +2,426 | New |
| Lake Street Advisors Group, LLC | 2,421 | $511.9K | 0.02% | +1,081+80.7% | Added |
| Waldron Private Wealth LLC | 2,411 | $509.8K | 0.02% | +66+2.8% | Added |
| Oak Thistle LLC | 2,404 | $508.3K | 0.38% | +2,404 | New |
| NewEdge Wealth, LLC | 2,393 | $506.0K | 0.01% | −59−2.4% | Reduced |
| Vident Advisory, LLC | 2,392 | $505.7K | 0.01% | +382+19.0% | Added |
| ProVise Management Group, LLC | 2,390 | $505.3K | 0.04% | −114−4.6% | Reduced |
| Two Sigma Securities, LLC | 2,368 | $500.7K | 0.02% | +2,368 | New |
| Vestmark Advisory Solutions, Inc. | 2,341 | $495.0K | 0.02% | +5+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,311 | $488.6K | 0.14% | +168+7.8% | Added |
| Lecap Asset Management Ltd | 2,295 | $485.3K | 0.10% | −4,650−67.0% | Reduced |
| Petrus Trust Company, LTA | 2,285 | $483.1K | 0.05% | +2,285 | New |
| Roberts Capital Advisors, LLC | 1,864 | $471.4K | 0.45% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,215 | $468.3K | 0.02% | +851+62.4% | Added |
| Kirtland Hills Capital Management, LLC | 2,206 | $466.4K | 0.39% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,194 | $463.9K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,181 | $461.2K | 0.06% | +2,181 | New |
| Kuhn & Co Investment Counsel | 2,175 | $459.9K | 0.41% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,171 | $459.0K | 0.01% | −9−0.4% | Reduced |
| SpiderRock Advisors, LLC | 2,166 | $458.1K | 0.01% | +26+1.2% | Added |
| Wetherby Asset Management Inc | 2,160 | $456.7K | 0.02% | −48−2.2% | Reduced |
| Rathbone Brothers plc | 2,160 | $456.7K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,147 | $454.0K | 0.02% | −298−12.2% | Reduced |
| Advisory Alpha, LLC | 2,137 | $451.8K | 0.02% | +656+44.3% | Added |
| Fiduciary Family Office, LLC | 2,136 | $451.6K | 0.18% | −58−2.6% | Reduced |
| Inspire Advisors, LLC | 2,134 | $451.3K | 0.06% | −66−3.0% | Reduced |
| Regatta Capital Group, LLC | 2,133 | $451.0K | 0.10% | +6+0.3% | Added |
| FSB Premier Wealth Management, Inc. | 2,128 | $449.9K | 0.20% | +1,214+132.8% | Added |
| MSH Capital Advisors LLC | 2,114 | $447.0K | 0.15% | +49+2.4% | Added |
| John G Ullman & Associates Inc | 2,100 | $444.0K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 2,095 | $443.0K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,077 | $439.2K | 0.03% | +136+7.0% | Added |
| Michael B. Yongue | 2,060 | $435.6K | 0.37% | −12−0.6% | Reduced |
| Citizens Financial Group Inc | 2,056 | $434.7K | 0.01% | +2,056 | New |
| Cook Wealth Management Group LLC | 1,861 | $432.3K | 0.23% | +900+93.7% | Added |
| Welch & Forbes LLC | 2,012 | $428.7K | 0.01% | −8−0.4% | Reduced |
| 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 |
| 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 |
| Heartwood Wealth Advisors LLC | 1,997 | $422.2K | 0.05% | +1,997 | New |
| Wedmont Private Capital | 1,864 | $417.9K | 0.03% | +169+10.0% | Added |
| Level Four Advisory Services, LLC | 1,976 | $417.8K | 0.02% | +43+2.2% | Added |
| Wintrust Investments LLC | 1,974 | $417.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,947 | $412.0K | 0.01% | −14−0.7% | Reduced |
| Brown Advisory Inc | 1,944 | $411.0K | 0.00% | +469+31.8% | Added |
| Central Pacific Bank - Trust Division | 1,934 | $408.9K | 0.05% | −2,265−53.9% | Reduced |
| Fortitude Family Office, LLC | 1,921 | $406.2K | 0.23% | +68+3.7% | Added |
| Principle Wealth Partners LLC | 1,920 | $406.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,917 | $405.3K | 0.01% | −57−2.9% | Reduced |
| Banco BTG Pactual S.A. | 1,629 | $403.6K | 0.10% | +1,629 | New |
| Bayesian Capital Management, LP | 1,900 | $401.7K | 0.05% | +1,900 | New |