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.
| 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 77 | $18.2K | 0.00% | +23+42.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 81 | $19.0K | 0.00% | +81 | New |
| FSA Wealth Management LLC | 81 | $19.2K | 0.01% | +81 | New |
| Brown Brothers Harriman & Co | 82 | $19.4K | 0.00% | +82 | New |
| WR Wealth Planners, LLC | 85 | $20.1K | 0.01% | +11+14.9% | Added |
| Global X Japan Co., Ltd. | 89 | $21.1K | 0.00% | +31+53.4% | Added |
| Financial Management Professionals, Inc. | 92 | $22.0K | 0.00% | +47+104.4% | Added |
| Bullock Wealth Management Group | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $23.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $23.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $23.7K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $23.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $24.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $25.4K | 0.00% | +14+15.1% | Added |
| Harbour Investments, Inc. | 109 | $25.8K | 0.00% | +7+6.9% | Added |
| Simplex Trading, LLC | 110 | $26.0K | 0.00% | +110 | New |
| Oarsman Capital, Inc. | 111 | $26.3K | 0.00% | +111 | New |
| St Germain D J Co Inc | 115 | $27.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 115 | $27.3K | 0.01% | +115 | New |
| Global Wealth Strategies & Associates | 118 | $28.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $28.2K | 0.01% | +119 | New |
| Castleview Partners, LLC | 120 | $28.4K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 124 | $29.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $29.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 130 | $30.8K | 0.03% | +3+2.4% | Added |
| Brown, Lisle/Cummings, Inc. | 132 | $31.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 141 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 140 | $33.2K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 141 | $33.4K | 0.02% | +141 | New |
| Zions Bancorporation, N.A. | 154 | $36.5K | 0.00% | +6+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 161 | $38.2K | 0.00% | +87+117.6% | Added |
| Venturi Wealth Management, LLC | 168 | $39.8K | 0.00% | +18+12.0% | Added |
| SRS Capital Advisors, Inc. | 173 | $41.0K | 0.00% | +53+44.2% | Added |
| J.Safra Asset Management Corp | 175 | $41.1K | 0.00% | +5+2.9% | Added |
| Creative Financial Designs Inc | 174 | $41.2K | 0.00% | +17+10.8% | Added |
| Hemington Wealth Management | 208 | $42.0K | 0.01% | +208 | New |
| Security National Bank | 178 | $42.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 178 | $42.2K | 0.01% | +13+7.9% | Added |
| Deseret Mutual Benefit Administrators | 180 | $42.7K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 184 | $43.6K | 0.00% | −16−8.0% | Reduced |
| Wintrust Investments LLC | 197 | $46.0K | 0.03% | −1,777−90.0% | Reduced |
| Live Oak Investment Partners | – | $47.9K | 0.04% | – | – |
| Versant Capital Management, Inc | 202 | $47.9K | 0.01% | +77+61.6% | Added |
| Quent Capital, LLC | 203 | $48.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 206 | $48.8K | 0.01% | +118+134.1% | Added |
| Manchester Capital Management LLC | 216 | $51.2K | 0.01% | +55+34.2% | Added |
| Independence Bank of Kentucky | 221 | $52.4K | 0.01% | +171+342.0% | Added |
| Assetmark, Inc | 228 | $54.0K | 0.00% | +196+612.5% | Added |
| Umb Bank N A | 232 | $55.0K | 0.00% | +99+74.4% | Added |
| Ashton Thomas Securities, LLC | 241 | $57.1K | 0.01% | +241 | New |
| Concord Wealth Partners | 241 | $57.1K | 0.01% | +241 | New |
| Meeder Asset Management Inc | 245 | $58.1K | 0.00% | +191+353.7% | Added |
| Bruce G. Allen Investments, LLC | 245 | $58.1K | 0.05% | +223+1,013.6% | Added |
| Covestor Ltd | 246 | $59.0K | 0.04% | +63+34.4% | Added |
| Central Pacific Bank - Trust Division | 249 | $59.0K | 0.01% | −1,685−87.1% | Reduced |
| AllSquare Wealth Management LLC | 249 | $59.0K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 263 | $62.3K | 0.00% | +107+68.6% | Added |
| Baldwin Brothers Inc | 297 | $70.4K | 0.00% | +297 | New |
| Peoples Bank | 302 | $71.6K | 0.05% | −35−10.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 313 | $74.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 319 | $75.6K | 0.01% | +13+4.2% | Added |
| Bay Harbor Wealth Management, LLC | 323 | $76.5K | 0.03% | −10−3.0% | Reduced |
| Headlands Technologies LLC | 337 | $79.9K | 0.01% | −4,819−93.5% | Reduced |
| Colonial Trust Co | 341 | $80.8K | 0.01% | +62+22.2% | Added |
| Coppell Advisory Solutions LLC | 360 | $84.5K | 0.01% | −36−9.1% | Reduced |
| Atlantic Trust, LLC | 360 | $85.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 390 | $92.4K | 0.01% | +90+30.0% | Added |
| Paradigm Asset Management Co LLC | 398 | $94.3K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 400 | $94.8K | 0.03% | +400 | New |
| HM Payson & Co | 401 | $95.0K | 0.00% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 407 | $96.4K | 0.00% | +106+35.2% | Added |
| Catalyst Capital Advisors LLC | 425 | $100.7K | 0.00% | +425 | New |
| Larson Financial Group LLC | 431 | $102.1K | 0.01% | +380+745.1% | Added |
| Colonial Trust Advisors | 450 | $106.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 23,823 | $110.9K | 0.01% | +23,169+3,542.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 468 | $111.0K | 0.07% | +468 | New |
| Parkside Financial Bank & Trust | 470 | $111.4K | 0.02% | −16−3.3% | Reduced |
| Private Trust Co NA | 485 | $114.9K | 0.01% | +47+10.7% | Added |
| Spire Wealth Management | 513 | $121.6K | 0.00% | −207−28.7% | Reduced |
| ORG Partners LLC | 520 | $123.2K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 540 | $128.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 558 | $132.2K | 0.02% | −406−42.1% | Reduced |
| Quarry LP | 566 | $134.1K | 0.04% | −53−8.6% | Reduced |
| Cromwell Holdings LLC | 567 | $134.4K | 0.09% | +22+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $135.2K | 0.00% | −5−0.9% | Reduced |
| Mather Group, LLC. | 571 | $135.3K | 0.00% | −25−4.2% | Reduced |
| Western Pacific Wealth Management, LP | 585 | $138.6K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $142.2K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 605 | $143.4K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 612 | $145.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 613 | $145.3K | 0.01% | +150+32.4% | Added |
| Hilltop National Bank | 619 | $146.7K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 638 | $151.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 682 | $162.0K | 0.01% | −176−20.5% | Reduced |
| Central Trust Co | 690 | $163.4K | 0.00% | +179+35.0% | Added |
| International Assets Investment Management, LLC | 40,996 | $173.0K | 0.00% | +40,844+26,871.1% | Added |
| Jones Financial Companies LLLP | 774 | $181.7K | 0.00% | +674+674.0% | Added |
| Hantz Financial Services, Inc. | 780 | $185.0K | 0.00% | −105−11.9% | Reduced |
| Sentry Investment Management LLC | 797 | $189.0K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 809 | $191.7K | 0.00% | +56+7.4% | Added |