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 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 1,067 | $225.6K | 0.12% | +1,067 | New |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $221.6K | 0.19% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 1,038 | $219.5K | 0.02% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,037 | $219.3K | 0.21% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,026 | $216.9K | 0.02% | +1,026 | New |
| Skopos Labs, Inc. | 870 | $216.5K | 0.09% | 00.0% | Unchanged |
| Sentinus, LLC | 1,017 | $215.0K | 0.07% | +6+0.6% | Added |
| Cim Investment Mangement Inc | 1,015 | $214.6K | 0.07% | −12−1.2% | Reduced |
| Oxford Asset Management LLP | 1,008 | $213.1K | 0.21% | +1,008 | New |
| FDx Advisors, Inc. | 1,003 | $212.0K | 0.06% | −116−10.4% | Reduced |
| Gabelli Funds LLC | 1,000 | $211.4K | 0.00% | −160−13.8% | Reduced |
| Capital Planning LLC | 1,000 | $211.4K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 999 | $211.2K | 0.05% | +13+1.3% | Added |
| IFP Advisors, Inc | 994 | $210.2K | 0.01% | +544+120.9% | Added |
| Massmutual Trust Co FSB | 994 | $210.2K | 0.01% | +280+39.2% | Added |
| HBK Sorce Advisory LLC | 993 | $210.0K | 0.01% | +4+0.4% | Added |
| Allworth Financial LP | 932 | $209.3K | 0.00% | +168+22.0% | Added |
| Wetzel Investment Advisors, Inc. | 826 | $208.9K | 0.12% | −9−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 973 | $205.7K | 0.01% | +973 | New |
| Accretive Wealth Partners, LLC | 970 | $205.1K | 0.09% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 968 | $204.7K | 0.00% | −4,137−81.0% | Reduced |
| Beacon Pointe Advisors, LLC | 968 | $204.7K | 0.00% | −914−48.6% | Reduced |
| Syon Capital LLC | 967 | $204.5K | 0.02% | +97+11.1% | Added |
| Raffa Wealth Management, LLC | 964 | $203.8K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 964 | $203.8K | 0.03% | +706+273.6% | Added |
| Simmons Bank | 960 | $203.0K | 0.02% | +960 | New |
| 1858 Wealth Management, LLC | 960 | $203.0K | 0.17% | +960 | New |
| Arkadios Wealth Advisors | 959 | $202.7K | 0.01% | +13+1.4% | Added |
| Wexford Capital LP | 952 | $201.3K | 0.05% | +106+12.5% | Added |
| TD Private Client Wealth LLC | 951 | $201.1K | 0.01% | +4+0.4% | Added |
| Pinnacle Associates Ltd | 951 | $201.1K | 0.00% | +9+1.0% | Added |
| Brighton Jones LLC | 949 | $200.8K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 949 | $200.7K | 0.03% | +13+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $198.8K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 900 | $190.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 885 | $187.0K | 0.00% | −105−10.6% | Reduced |
| Smithfield Trust Co | 858 | $183.0K | 0.01% | +253+41.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 856 | $181.0K | 0.00% | −1,479−63.3% | Reduced |
| Lindbrook Capital, LLC | 855 | $180.8K | 0.02% | +12+1.4% | Added |
| Penserra Capital Management LLC | 840 | $177.0K | 0.00% | +2+0.2% | Added |
| GAMMA Investing LLC | 809 | $171.1K | 0.02% | +515+175.2% | Added |
| Sentry Investment Management LLC | 797 | $169.0K | 0.08% | −163−17.0% | Reduced |
| Quadrant Capital Group LLC | 799 | $168.9K | 0.01% | −6−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 774 | $163.7K | 0.01% | −657−45.9% | Reduced |
| TD Waterhouse Canada Inc. | 776 | $161.8K | 0.00% | +33+4.4% | Added |
| Huntington National Bank | 753 | $159.2K | 0.00% | +55+7.9% | Added |
| Spire Wealth Management | 720 | $152.2K | 0.01% | −29−3.9% | Reduced |
| Mather Group, LLC. | 596 | $150.8K | 0.00% | +62+11.6% | Added |
| LRI Investments, LLC | 654 | $138.3K | 0.02% | +358+120.9% | Added |
| Oakworth Capital, Inc. | 638 | $134.9K | 0.01% | +273+74.8% | Added |
| EntryPoint Capital, LLC | 621 | $131.3K | 0.06% | +614+8,771.4% | Added |
| Hilltop National Bank | 619 | $130.9K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 619 | $130.9K | 0.05% | +453+272.9% | Added |
| Salem Investment Counselors Inc | 612 | $129.4K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 521 | $128.3K | 0.01% | −736−58.6% | Reduced |
| Wolff Wiese Magana LLC | 605 | $127.9K | 0.10% | +605 | New |
| Alta Advisers Ltd | 600 | $126.9K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 585 | $124.5K | 0.02% | +186+46.6% | Added |
| Western Pacific Wealth Management, LP | 585 | $123.7K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 575 | $121.7K | 0.00% | +5+0.9% | Added |
| Cromwell Holdings LLC | 545 | $115.2K | 0.07% | +545 | New |
| Hall Laurie J Trustee | 540 | $114.0K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 520 | $108.4K | 0.01% | +499+2,376.2% | Added |
| Central Trust Co | 511 | $108.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 502 | $106.1K | 0.08% | −45−8.2% | Reduced |
| Ofi Invest Asset Management | 535 | $105.5K | 0.00% | +34+6.8% | Added |
| Parkside Financial Bank & Trust | 486 | $102.8K | 0.02% | +91+23.0% | Added |
| Johnson Financial Group, Inc. | 463 | $97.9K | 0.00% | −2−0.4% | Reduced |
| Colonial Trust Advisors | 450 | $95.1K | 0.01% | −51−10.2% | Reduced |
| Private Trust Co NA | 438 | $92.6K | 0.01% | −14−3.1% | Reduced |
| HM Payson & Co | 400 | $84.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 398 | $84.2K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 396 | $83.7K | 0.01% | +396 | New |
| JJJ Advisors Inc. | 362 | $76.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 360 | $76.1K | 0.02% | +72+25.0% | Added |
| Peoples Bank | 337 | $71.3K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 281 | $71.1K | 0.00% | +246+702.9% | Added |
| Bay Harbor Wealth Management, LLC | 333 | $70.4K | 0.02% | −1−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 313 | $66.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 306 | $64.7K | 0.01% | +19+6.6% | Added |
| Atlas Capital Advisors LLC | 300 | $63.4K | 0.01% | −390−56.5% | Reduced |
| Clearstead Advisors, LLC | 300 | $63.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 301 | $62.7K | 0.00% | +28+10.3% | Added |
| Colonial Trust Co | 279 | $59.0K | 0.01% | +80+40.2% | Added |
| Crewe Advisors LLC | 273 | $57.7K | 0.01% | +19+7.5% | Added |
| AllSquare Wealth Management LLC | 249 | $52.6K | 0.03% | +68+37.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 233 | $49.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 203 | $42.9K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $42.7K | 0.04% | – | New |
| Rothschild Investment LLC | 200 | $42.3K | 0.00% | +37+22.7% | Added |
| Covestor Ltd | 183 | $39.0K | 0.03% | +29+18.8% | Added |
| Deseret Mutual Benefit Administrators | 180 | $38.1K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 178 | $37.6K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 170 | $35.9K | 0.00% | −481−73.9% | Reduced |
| CVA Family Office, LLC | 165 | $34.9K | 0.01% | −2−1.2% | Reduced |
| Manchester Capital Management LLC | 161 | $34.0K | 0.00% | +99+159.7% | Added |
| Creative Financial Designs Inc | 157 | $33.2K | 0.00% | +118+302.6% | Added |
| Chilton Capital Management LLC | 156 | $33.0K | 0.00% | −518−76.9% | Reduced |
| International Assets Investment Management, LLC | 152 | $32.1K | 0.00% | +152 | New |
| Venturi Wealth Management, LLC | 150 | $31.7K | 0.00% | +107+248.8% | Added |