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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 1,898 | $401.3K | 0.01% | −192−9.2% | Reduced |
| Cigna Investments Inc | 1,895 | $401.0K | 0.07% | −22−1.1% | Reduced |
| HighPoint Advisor Group LLC | 1,624 | $399.0K | 0.02% | −82−4.8% | Reduced |
| Nebula Research & Development LLC | 1,865 | $394.3K | 0.06% | +1,865 | New |
| Dohj, LLC | 1,856 | $392.4K | 0.10% | +189+11.3% | Added |
| Regions Financial Corp | 1,855 | $392.2K | 0.00% | −154−7.7% | Reduced |
| NorthRock Partners, LLC | 1,825 | $385.9K | 0.01% | +8+0.4% | Added |
| Berry Wealth Group, LP | 1,825 | $385.9K | 0.31% | +150+9.0% | Added |
| Walleye Trading LLC | 1,821 | $385.0K | 0.01% | +1,424+358.7% | Added |
| Edge Capital Group, LLC | 1,812 | $383.1K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,800 | $380.6K | 0.03% | +814+82.6% | Added |
| KRS Capital Management, LLC | 1,765 | $373.2K | 0.28% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,762 | $372.6K | 0.02% | +110+6.7% | Added |
| Zacks Investment Management | 1,745 | $369.0K | 0.00% | −233−11.8% | Reduced |
| Gratus Wealth Advisors, LLC | 1,639 | $368.1K | 0.06% | −74−4.3% | Reduced |
| Milestone Asset Management, LLC | 1,716 | $362.8K | 0.09% | +224+15.0% | Added |
| Meiji Yasuda Life Insurance Co | 1,710 | $361.6K | 0.01% | −100−5.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,705 | $360.5K | 0.01% | −154−8.3% | Reduced |
| TradeLink Capital LLC | 1,700 | $359.0K | 1.04% | +1,700 | New |
| Sterling Investment Counsel, LLC | 1,677 | $354.6K | 0.14% | +331+24.6% | Added |
| Alliance Wealth Advisors, LLC | 1,672 | $353.5K | 0.22% | −96−5.4% | Reduced |
| Virtue Capital Management, LLC | 1,471 | $353.4K | 0.06% | +37+2.6% | Added |
| Marex Group plc | 1,668 | $352.7K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,638 | $346.3K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,632 | $345.1K | 0.01% | +334+25.7% | Added |
| Lyell Wealth Management, LP | 1,631 | $344.9K | 0.03% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,654 | $344.8K | 0.23% | −137−7.6% | Reduced |
| Mission Wealth Management, LP | 1,622 | $342.9K | 0.01% | +53+3.4% | Added |
| Center for Financial Planning, Inc. | 1,612 | $340.8K | 0.05% | +8+0.5% | Added |
| Cumberland Partners Ltd | 1,595 | $337.2K | 0.02% | −195−10.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,587 | $335.6K | 0.01% | +60+3.9% | Added |
| Keebeck Alpha, LP | 1,577 | $333.4K | 0.25% | +679+75.6% | Added |
| EverSource Wealth Advisors, LLC | 1,350 | $332.4K | 0.02% | +70+5.5% | Added |
| MTM Investment Management, LLC | 1,566 | $331.1K | 0.14% | +21+1.4% | Added |
| Continuum Advisory, LLC | 1,538 | $325.2K | 0.05% | +49+3.3% | Added |
| Gladstone Institutional Advisory LLC | 1,537 | $325.0K | 0.02% | −23−1.5% | Reduced |
| Angeles Wealth Management, LLC | 1,536 | $324.8K | 0.03% | +9+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,534 | $324.3K | 0.02% | +1,534 | New |
| CX Institutional | 1,533 | $324.1K | 0.02% | +75+5.1% | Added |
| Checchi Capital Advisers, LLC | 1,519 | $321.2K | 0.03% | −49−3.1% | Reduced |
| Machina Capital S.A.S. | 1,516 | $320.5K | 0.14% | +1,516 | New |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $317.0K | 0.00% | +1,500 | New |
| Summit Trail Advisors, LLC | 1,499 | $316.9K | 0.01% | −39−2.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,483 | $314.0K | 0.00% | +549+58.8% | Added |
| Geller Advisors LLC | 1,476 | $312.1K | 0.02% | +5+0.3% | Added |
| Ballentine Partners, LLC | 1,440 | $304.5K | 0.01% | +16+1.1% | Added |
| Nova R Wealth, Inc. | 1,439 | $304.3K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $302.7K | 0.04% | +17+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,416 | $299.4K | 0.02% | +37+2.7% | Added |
| Peapack Gladstone Financial Corp | 1,416 | $299.0K | 0.00% | −25−1.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,410 | $298.1K | 0.07% | +350+33.0% | Added |
| Mutual Advisors, LLC | 1,253 | $297.3K | 0.01% | +72+6.1% | Added |
| Quadcap Wealth Management, LLC | 1,386 | $293.1K | 0.05% | +1,386 | New |
| Modern Wealth Management, LLC | 1,364 | $288.4K | 0.02% | −27−1.9% | Reduced |
| Jefferies Financial Group Inc. | 1,361 | $287.8K | 0.01% | −15,067−91.7% | Reduced |
| Sustainable Growth Advisers, LP | 1,359 | $287.3K | 0.00% | −1,613,546−99.9% | Reduced |
| Forum Financial Management, LP | 1,351 | $285.7K | 0.01% | +2+0.1% | Added |
| Demars Financial Group, LLC | 1,349 | $285.2K | 0.14% | −3−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,343 | $284.0K | 0.11% | −9−0.7% | Reduced |
| Platform Technology Partners | 1,340 | $283.3K | 0.10% | +1,340 | New |
| Klingenstein Fields & Co LP | 1,321 | $279.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,320 | $279.1K | 0.12% | +20+1.5% | Added |
| Glenview Trust Co | 1,317 | $278.5K | 0.01% | +1,317 | New |
| Sherbrooke Park Advisers LLC | 1,307 | $276.4K | 0.05% | +1,307 | New |
| Peterson Wealth Services | 1,302 | $275.3K | 0.10% | +25+2.0% | Added |
| Chicago Capital, LLC | 1,300 | $274.9K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,297 | $274.2K | 0.11% | −415−24.2% | Reduced |
| Aprio Wealth Management, LLC | 1,269 | $268.3K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,259 | $266.2K | 0.01% | −156−11.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,254 | $265.1K | 0.02% | +30+2.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,217 | $257.3K | 0.02% | −357−22.7% | Reduced |
| Phoenix Holdings Ltd. | 1,205 | $256.1K | 0.00% | +107+9.7% | Added |
| Bridgefront Capital, LLC | 1,205 | $254.8K | 0.11% | +20+1.7% | Added |
| Heartland Bank & Trust Co | 1,202 | $254.2K | 0.14% | +1,202 | New |
| Graypoint LLC | 1,187 | $251.0K | 0.02% | +381+47.3% | Added |
| Cypress Wealth Services, LLC | 1,180 | $249.5K | 0.06% | +79+7.2% | Added |
| Boston Mountain Money Management Inc | 1,178 | $249.1K | 0.16% | −13−1.1% | Reduced |
| Malaga Cove Capital, LLC | 1,173 | $248.0K | 0.10% | +1,173 | New |
| BSW Wealth Partners | 1,172 | $247.8K | 0.04% | +78+7.1% | Added |
| Great Diamond Partners, LLC | 1,169 | $247.2K | 0.06% | −82−6.6% | Reduced |
| Westpac Banking Corp | 1,168 | $247.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,167 | $246.8K | 0.02% | −91−7.2% | Reduced |
| First Foundation Advisors | 1,161 | $245.5K | 0.01% | +43+3.8% | Added |
| Tiaa Trust, National Association | 1,159 | $245.1K | 0.00% | +6+0.5% | Added |
| Phillips Wealth Planners LLC | 1,153 | $244.4K | 0.26% | +145+14.4% | Added |
| High Net Worth Advisory Group LLC | 1,150 | $243.2K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,131 | $239.1K | 0.13% | +3+0.3% | Added |
| Proequities, Inc. | 1,129 | $238.7K | 0.01% | +16+1.4% | Added |
| Spotlight Asset Group, Inc. | 1,115 | $235.8K | 0.16% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,115 | $235.0K | 0.09% | +1,115 | New |
| Ancora Advisors, LLC | 1,107 | $234.1K | 0.01% | −74−6.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,104 | $233.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,096 | $231.7K | 0.02% | −2−0.2% | Reduced |
| E Fund Management Co., Ltd. | 1,087 | $229.8K | 0.01% | −3,035−73.6% | Reduced |
| First Affirmative Financial Network | 1,087 | $229.8K | 0.16% | −18−1.6% | Reduced |
| Keel Point, LLC | 962 | $229.4K | 0.02% | −108−10.1% | Reduced |
| Shelton Capital Management | 1,083 | $229.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,081 | $228.6K | 0.00% | −2,860−72.6% | Reduced |
| MGB Wealth Management, LLC | 1,033 | $227.2K | 0.08% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,074 | $227.1K | 0.04% | −53−4.7% | Reduced |