Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in IQVIA Holdings Inc. as of Sep 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
1,066
+52 vs. Q2 2024
Shares held
157.2M
+14.7M (+10.3%) vs. Q2 2024
Total value
$37.2B
+$7.05B (+23.4%) vs. Q2 2024
New holders
112
443 more added
Sold out
60
358 more reduced

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,066 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ3 2024: $37.2B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2024.

Institutions holding IQV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
MCF Advisors LLC1$2370.00%−31−96.9%Reduced
SOA Wealth Advisors, LLC.1$2370.00%00.0%Unchanged
Reston Wealth Management LLC1$2370.00%+1New
Chesapeake Asset Management LLC2$4730.00%+2New
WestEnd Advisors, LLC2$4740.00%00.0%Unchanged
Valued Wealth Advisors LLC2$4740.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$4740.00%00.0%Unchanged
Kimelman & Baird, LLC3$7110.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$7110.00%00.0%Unchanged
NVWM, LLC3$7110.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.3$7110.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC3$7110.00%+3New
Key Financial Inc3$7110.00%+3New
JDM Financial Group LLC3$7110.00%+3New
Voisard Asset Management Group, Inc.3$7110.00%+3New
1620 Investment Advisors, Inc.4$8650.00%+4New
Sandy Spring Bank4$9480.00%−9−69.2%Reduced
Sound Income Strategies, LLC4$9480.00%00.0%Unchanged
Core Alternative Capital4$9480.00%00.0%Unchanged
Hollencrest Capital Management4$9480.00%+4New
Picton Mahoney Asset Management5$1.00K0.00%+5New
TD Capital Management LLC5$1.19K0.00%00.0%Unchanged
Hara Capital LLC5$1.19K0.00%+5New
Trifecta Capital Advisors, LLC6$1.42K0.00%00.0%Unchanged
Claris Advisors, LLC6$1.42K0.00%+6New
Grove Bank & Trust7$1.66K0.00%+7New
Riggs Asset Managment Co. Inc.8$1.90K0.00%+6+300.0%Added
Spectrum Wealth Counsel, LLC8$1.90K0.00%+8New
True Wealth Design, LLC9$2.13K0.00%+1+12.5%Added
Reuter James Wealth Management, LLC9$2.13K0.00%+9New
Peterson Financial Group, Inc.9$2.13K0.01%+9New
Richardson Financial Services Inc.10$2.22K0.00%+4+66.7%Added
ClariVest Asset Management LLC11$2.33K0.00%00.0%Unchanged
Horizon Financial Services, LLC10$2.37K0.00%00.0%Unchanged
Investors Research Corp11$2.61K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$2.61K0.00%+1+10.0%Added
University of Texas/Texas Am Investment Managment Co12$2.84K0.00%−133−91.7%Reduced
Caldwell Sutter Capital, Inc.12$2.84K0.00%00.0%Unchanged
First Command Advisory Services, Inc.12$2.84K0.00%+12New
Highline Wealth Partners LLC14$3.32K0.00%+14New
Pineridge Advisors LLC15$3.56K0.00%00.0%Unchanged
Webster Bank, N. A.16$3.79K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$4.03K0.00%−947−98.2%Reduced
Westend Capital Management, LLC17$4.03K0.00%00.0%Unchanged
TFC Financial Management17$4.03K0.00%00.0%Unchanged
South State Corp.18$4.26K0.00%00.0%Unchanged
Trust Co of Vermont18$4.26K0.00%+5+38.5%Added
DiNuzzo Private Wealth, Inc.18$4.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$4.74K0.00%+2+11.1%Added
Roble, Belko & Company, Inc20$5.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC22$5.21K0.00%00.0%Unchanged
Abound Wealth Management22$5.30K0.00%00.0%Unchanged
M&R Capital Management Inc23$5.45K0.00%00.0%Unchanged
Robinswood Financial LLC23$5.45K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$5.45K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC24$5.69K0.00%−47−66.2%Reduced
Sachetta, LLC24$5.69K0.00%+5+26.3%Added
Coston, McIsaac & Partners29$6.00K0.00%00.0%Unchanged
Avion Wealth26$6.00K0.00%+10+62.5%Added
Moisand Fitzgerald Tamayo, LLC27$6.40K0.00%00.0%Unchanged
DT Investment Partners, LLC28$6.64K0.00%+28New
Planning Capital Management Corp28$6.64K0.00%+28New
Aspect Partners, LLC29$6.87K0.00%00.0%Unchanged
Delta Asset Management LLC30$7.11K0.00%00.0%Unchanged
Pier Capital, LLC30$7.11K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$7.11K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC30$7.11K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.31$7.35K0.00%−2−6.1%Reduced
Carolina Wealth Advisors, LLC33$7.82K0.00%00.0%Unchanged
Close Asset Management Ltd35$8.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC34$8.06K0.00%+34New
CoreCap Advisors, LLC35$8.29K0.00%−14−28.6%Reduced
AdvisorNet Financial, Inc36$8.53K0.00%−10−21.7%Reduced
Bell Investment Advisors, Inc37$8.77K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC36$9.00K0.00%+2+5.9%Added
Golden State Equity Partners38$9.00K0.00%+38New
Cornerstone Planning Group LLC42$9.09K0.00%+34+425.0%Added
Bangor Savings Bank40$9.48K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc43$9.75K0.00%+43New
Clean Yield Group42$9.95K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.45$10.7K0.00%−2−4.3%Reduced
Caitlin John, LLC53$11.2K0.01%−449−89.4%Reduced
Eagle Bay Advisors LLC49$11.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC50$11.8K0.01%00.0%Unchanged
GW&K Investment Management, LLC53$13.0K0.00%−2−3.6%Reduced
Beacon Capital Management, LLC55$13.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC55$13.0K0.01%+51+1,275.0%Added
Dunhill Financial, LLC58$13.6K0.01%+39+205.3%Added
CNB Bank58$13.7K0.01%−23−28.4%Reduced
Capital Analysts, LLC58$14.0K0.00%+58New
Fairman Group, LLC61$14.5K0.01%00.0%Unchanged
FNY Investment Advisers, LLC66$15.0K0.01%+66New
McIlrath & Eck, LLC65$15.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$15.4K0.00%00.0%Unchanged
Red Tortoise LLC67$15.9K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group68$16.1K0.00%00.0%Unchanged
GoalVest Advisory LLC69$16.4K0.00%+69New
Asset Dedication, LLC72$17.1K0.00%+8+12.5%Added
Truvestments Capital LLC75$17.8K0.00%+75New