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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 836 | $198.1K | 0.07% | −34−3.9% | Reduced |
| Quadrant Capital Group LLC | 838 | $198.6K | 0.01% | +39+4.9% | Added |
| Penserra Capital Management LLC | 850 | $200.0K | 0.00% | +10+1.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 844 | $200.0K | 0.12% | +844 | New |
| Wetzel Investment Advisors, Inc. | 847 | $200.7K | 0.10% | +21+2.5% | Added |
| Syon Capital LLC | 849 | $201.2K | 0.02% | −118−12.2% | Reduced |
| Marex Group plc | 850 | $201.4K | 0.00% | −818−49.0% | Reduced |
| Clarius Group, LLC | 868 | $202.1K | 0.01% | +868 | New |
| Conning Inc. | 868 | $205.7K | 0.01% | +868 | New |
| Cahaba Wealth Management, Inc. | 871 | $206.4K | 0.02% | +871 | New |
| Quadcap Wealth Management, LLC | 873 | $206.9K | 0.03% | −513−37.0% | Reduced |
| New Republic Capital, LLC | 885 | $209.7K | 0.12% | +885 | New |
| Optas, LLC | 885 | $209.7K | 0.05% | +885 | New |
| Pinnacle Associates Ltd | 921 | $213.1K | 0.00% | −30−3.2% | Reduced |
| Sustainable Growth Advisers, LP | 909 | $215.4K | 0.00% | −450−33.1% | Reduced |
| Chicago Partners Investment Group LLC | 953 | $217.6K | 0.01% | +953 | New |
| Connecticut Wealth Management, LLC | 919 | $217.8K | 0.01% | +919 | New |
| Ronald Blue Trust, Inc. | 1,030 | $217.8K | 0.00% | +749+266.5% | Added |
| Claret Asset Management Corp | 918 | $218.0K | 0.04% | +918 | New |
| Choate Investment Advisors | 920 | $218.0K | 0.01% | +920 | New |
| Lindbrook Capital, LLC | 923 | $218.7K | 0.02% | +68+8.0% | Added |
| Beacon Pointe Advisors, LLC | 924 | $219.0K | 0.00% | −44−4.5% | Reduced |
| MAI Capital Management | 924 | $219.0K | 0.00% | −1,876−67.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 927 | $219.7K | 0.00% | −177−16.0% | Reduced |
| Anchor Investment Management, LLC | 928 | $219.9K | 0.02% | +28+3.1% | Added |
| HBK Sorce Advisory LLC | 928 | $219.9K | 0.01% | −65−6.5% | Reduced |
| Premier Path Wealth Partners, LLC | 934 | $221.3K | 0.03% | −15−1.6% | Reduced |
| Allworth Financial LP | 938 | $222.3K | 0.00% | +6+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $222.8K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 941 | $223.0K | 0.02% | +941 | New |
| FDx Advisors, Inc. | 941 | $223.0K | 0.06% | −62−6.2% | Reduced |
| Intech Investment Management LLC | 943 | $223.5K | 0.00% | +943 | New |
| Acorn Financial Advisory Services Inc | 945 | $223.9K | 0.04% | +945 | New |
| Wexford Capital LP | 952 | $225.6K | 0.05% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 956 | $226.5K | 0.15% | −621−39.4% | Reduced |
| 1858 Wealth Management, LLC | 960 | $227.5K | 0.19% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 966 | $228.9K | 0.18% | −82−7.8% | Reduced |
| Bremer Bank National Association | 970 | $229.9K | 0.04% | −104−9.7% | Reduced |
| Accretive Wealth Partners, LLC | 970 | $229.9K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 970 | $230.0K | 0.02% | +970 | New |
| Keel Point, LLC | 976 | $231.3K | 0.02% | +14+1.5% | Added |
| Smartleaf Asset Management LLC | 988 | $232.0K | 0.03% | +403+68.9% | Added |
| Cim Investment Mangement Inc | 979 | $232.0K | 0.07% | −36−3.5% | Reduced |
| Trust Co of the South | 980 | $232.2K | 0.05% | +980 | New |
| Icon Wealth Advisors, LLC | 981 | $232.5K | 0.02% | +460+88.3% | Added |
| Shelton Capital Management | 996 | $236.0K | 0.01% | −87−8.0% | Reduced |
| Arkadios Wealth Advisors | 1,000 | $236.9K | 0.01% | +41+4.3% | Added |
| Gabelli Funds LLC | 1,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,003 | $237.7K | 0.01% | +9+0.9% | Added |
| Aaron Wealth Advisors | 1,003 | $237.7K | 0.03% | +1,003 | New |
| Keystone Financial Services | 1,005 | $238.2K | 0.09% | +1,005 | New |
| Capital Planning LLC | 1,006 | $238.4K | 0.07% | +6+0.6% | Added |
| TD Private Client Wealth LLC | 1,031 | $244.3K | 0.01% | +80+8.4% | Added |
| Prospera Financial Services Inc | 1,033 | $244.8K | 0.01% | +1,033 | New |
| MGB Wealth Management, LLC | 1,033 | $244.8K | 0.09% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,037 | $245.7K | 0.19% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,038 | $246.0K | 0.01% | +89+9.4% | Added |
| First Long Island Investors, LLC | 1,038 | $246.0K | 0.02% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,038 | $246.0K | 0.21% | +1,038 | New |
| Sentinus, LLC | 1,043 | $247.2K | 0.09% | +26+2.6% | Added |
| SPC Financial, Inc. | 1,057 | $250.5K | 0.02% | +31+3.0% | Added |
| First Affirmative Financial Network | 1,062 | $251.5K | 0.14% | −25−2.3% | Reduced |
| Net Worth Advisory Group | 1,092 | $258.7K | 0.08% | +1,092 | New |
| Howard Capital Management Inc. | 1,093 | $259.0K | 0.00% | +1,093 | New |
| IFP Advisors, Inc | 1,095 | $259.5K | 0.01% | +101+10.2% | Added |
| Benjamin Edwards Inc | 1,101 | $260.9K | 0.00% | +1,101 | New |
| GAMMA Investing LLC | 1,101 | $260.9K | 0.03% | +292+36.1% | Added |
| Howard Bailey Securities, LLC | 1,113 | $263.7K | 0.10% | +1,113 | New |
| SS&H Financial Advisors, Inc. | 1,115 | $264.0K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,131 | $268.0K | 0.00% | +1,131 | New |
| Trueblood Wealth Management, LLC | 1,135 | $269.0K | 0.14% | +4+0.4% | Added |
| Phoenix Holdings Ltd. | 1,137 | $270.0K | 0.00% | −68−5.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $272.5K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,155 | $273.7K | 0.01% | −104−8.3% | Reduced |
| Dark Forest Capital Management LP | 1,155 | $273.7K | 0.03% | +1,155 | New |
| Heartland Bank & Trust Co | 1,162 | $275.4K | 0.15% | −40−3.3% | Reduced |
| Westpac Banking Corp | 1,168 | $276.8K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,168 | $276.8K | 0.01% | +61+5.5% | Added |
| Boston Mountain Money Management Inc | 1,172 | $277.7K | 0.16% | −6−0.5% | Reduced |
| Phillips Wealth Planners LLC | 1,194 | $278.3K | 0.27% | +41+3.6% | Added |
| Proequities, Inc. | 1,176 | $278.7K | 0.02% | +47+4.2% | Added |
| Ostrum Asset Management | 1,182 | $280.1K | 0.02% | +15+1.3% | Added |
| Kestra Private Wealth Services, LLC | 1,183 | $280.3K | 0.01% | −404−25.5% | Reduced |
| Cypress Wealth Services, LLC | 1,186 | $281.0K | 0.06% | +6+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,217 | $288.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,228 | $291.0K | 0.03% | +132+12.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,233 | $292.0K | 0.02% | +1,000+429.2% | Added |
| Schechter Investment Advisors, LLC | 1,255 | $297.4K | 0.02% | +1+0.1% | Added |
| Graypoint LLC | 1,262 | $299.1K | 0.02% | +75+6.3% | Added |
| Summit Trail Advisors, LLC | 1,268 | $300.5K | 0.01% | −231−15.4% | Reduced |
| Chicago Capital, LLC | 1,300 | $308.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,471 | $311.4K | 0.01% | +218+17.4% | Added |
| Veracity Capital LLC | 1,317 | $312.1K | 0.12% | +20+1.5% | Added |
| Richard W. Paul & Associates, LLC | 1,321 | $313.0K | 0.11% | −22−1.6% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $313.0K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 1,340 | $317.5K | 0.10% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,349 | $319.7K | 0.01% | −2−0.1% | Reduced |
| MBB Public Markets I LLC | 1,350 | $319.9K | 0.03% | −12,055−89.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,351 | $320.1K | 0.02% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,366 | $323.7K | 0.01% | −74−5.1% | Reduced |