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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
Malaga Cove Capital, LLC1,373$325.4K0.13%+200+17.1%Added
Panagora Asset Management Inc1,374$325.6K0.00%+293+27.1%Added
Demars Financial Group, LLC1,379$326.8K0.15%+30+2.2%Added
Sherbrooke Park Advisers LLC1,396$330.8K0.08%+89+6.8%Added
Geller Advisors LLC1,397$331.0K0.02%−79−5.4%Reduced
Yorktown Management & Research Co Inc1,400$331.8K0.34%+1,400New
Modern Wealth Management, LLC1,405$332.9K0.02%+41+3.0%Added
Mount Yale Investment Advisors, LLC1,409$333.9K0.03%−7−0.5%Reduced
BSW Wealth Partners1,416$335.6K0.05%+244+20.8%Added
Pinnacle Wealth Planning Services, Inc.1,418$335.9K0.05%−14−1.0%Reduced
Peapack Gladstone Financial Corp1,416$336.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC1,439$341.0K0.03%−929−39.2%Reduced
Nova R Wealth, Inc.1,439$341.0K0.17%00.0%Unchanged
Boothbay Fund Management, LLC1,446$342.7K0.01%−3,653−71.6%Reduced
Leonard Rickey Investment Advisors P.L.L.C.1,452$344.1K0.08%+42+3.0%Added
Otter Creek Advisors, LLC1,454$344.6K0.22%−6,626−82.0%Reduced
Fifth Third Wealth Advisors LLC1,458$345.5K0.02%−76−5.0%Reduced
Virtue Capital Management, LLC1,483$351.4K0.07%+12+0.8%Added
Continuum Advisory, LLC1,739$352.9K0.05%+201+13.1%Added
PKO Investment Management Joint-Stock Co1,500$355.5K0.04%−1,500−50.0%Reduced
Checchi Capital Advisers, LLC1,519$360.0K0.03%00.0%Unchanged
Gladstone Institutional Advisory LLC1,523$360.9K0.02%−14−0.9%Reduced
MTM Investment Management, LLC1,573$361.5K0.14%+7+0.4%Added
HighPoint Advisor Group LLC1,738$363.5K0.02%+114+7.0%Added
Gratus Wealth Advisors, LLC1,619$364.9K0.06%−20−1.2%Reduced
Aprio Wealth Management, LLC1,547$366.6K0.06%+278+21.9%Added
Peterson Wealth Services1,555$368.5K0.12%+253+19.4%Added
CX Institutional1,571$372.3K0.02%+38+2.5%Added
Zacks Investment Management1,574$373.0K0.00%−171−9.8%Reduced
Meiji Yasuda Life Insurance Co1,583$375.1K0.01%−127−7.4%Reduced
Everpar Advisors LLC1,592$377.3K0.20%+1,592New
Angeles Wealth Management, LLC1,600$379.2K0.03%+64+4.2%Added
nVerses Capital, LLC1,600$379.2K0.17%+1,600New
Center for Financial Planning, Inc.1,612$382.0K0.05%00.0%Unchanged
Mission Wealth Management, LP1,618$383.4K0.01%−4−0.2%Reduced
Dynamic Advisor Solutions LLC1,618$383.4K0.01%−87−5.1%Reduced
Lyell Wealth Management, LP1,631$386.5K0.04%00.0%Unchanged
Cutter & CO Brokerage, Inc.1,638$388.2K0.09%00.0%Unchanged
Tranquilli Financial Advisor LLC1,651$391.2K0.25%−3−0.2%Reduced
Boston Partners1,655$392.2K0.00%−6,015−78.4%Reduced
Alliance Wealth Advisors, LLC1,660$393.4K0.23%−12−0.7%Reduced
Cumberland Partners Ltd1,660$393.4K0.03%+65+4.1%Added
Raleigh Capital Management Inc.1,688$400.0K0.15%+368+27.9%Added
Cook Wealth Management Group LLC1,861$402.1K0.20%00.0%Unchanged
Ameritas Investment Partners, Inc.1,754$415.6K0.01%−163−8.5%Reduced
KRS Capital Management, LLC1,765$418.3K0.30%00.0%Unchanged
Dynamic Technology Lab Private Ltd1,781$422.0K0.04%−8,512−82.7%Reduced
Milestone Asset Management, LLC1,794$425.1K0.10%+78+4.5%Added
Level Four Advisory Services, LLC2,079$427.9K0.02%+103+5.2%Added
Edge Capital Group, LLC1,812$429.4K0.02%00.0%Unchanged
Berry Wealth Group, LP1,818$430.8K0.31%−7−0.4%Reduced
Ellevest, Inc.1,822$431.8K0.02%+60+3.4%Added
Sterling Investment Counsel, LLC1,828$433.2K0.15%+151+9.0%Added
Point72 Hong Kong Ltd1,831$433.9K0.03%+1,831New
Paladin Wealth, LLC1,853$439.1K0.38%+1,853New
Roberts Capital Advisors, LLC1,864$441.7K0.38%00.0%Unchanged
Cigna Investments Inc1,868$443.0K0.08%−27−1.4%Reduced
Good Life Advisors, LLC1,870$443.1K0.03%+1,870New
Heartwood Wealth Advisors LLC1,877$444.8K0.05%−120−6.0%Reduced
Hilltop Holdings Inc.1,882$446.0K0.03%+1,882New
Valeo Financial Advisors, LLC1,908$451.6K0.01%+10+0.5%Added
Financial Insights, Inc.1,912$453.1K0.14%−1,801−48.5%Reduced
Principle Wealth Partners LLC1,920$455.0K0.03%00.0%Unchanged
Wedmont Private Capital2,042$460.2K0.03%+178+9.5%Added
Holderness Investments Co1,946$461.1K0.10%+1,946New
NorthRock Partners, LLC1,958$464.0K0.02%+133+7.3%Added
SpiderRock Advisors, LLC1,962$465.0K0.01%−204−9.4%Reduced
Walleye Trading LLC1,968$466.4K0.01%+147+8.1%Added
Fortitude Family Office, LLC1,977$468.5K0.19%+56+2.9%Added
T. Rowe Price Investment Management, Inc.1,976$469.0K0.00%+493+33.2%Added
Neo Ivy Capital Management1,980$470.0K0.15%+1,980New
Siemens Fonds Invest GmbH1,989$471.3K0.04%−88−4.2%Reduced
Silver Oak Securities, Inc2,017$473.7K0.05%+1,871+1,281.5%Added
Fosun International Ltd2,000$473.9K0.16%00.0%Unchanged
Ironsides Asset Advisors, LLC2,000$473.9K0.14%00.0%Unchanged
Natixis Investment Managers International2,010$476.3K0.03%−3,735−65.0%Reduced
Welch & Forbes LLC2,012$476.8K0.01%00.0%Unchanged
Michael B. Yongue2,066$489.6K0.39%+6+0.3%Added
Regatta Capital Group, LLC2,068$490.1K0.10%−65−3.0%Reduced
Quest Partners LLC2,070$490.5K0.04%−2,550−55.2%Reduced
Allianz SE2,070$490.5K0.01%−557−21.2%Reduced
Lake Street Advisors Group, LLC2,074$491.4K0.02%−347−14.3%Reduced
John G Ullman & Associates Inc2,100$497.6K0.07%00.0%Unchanged
MSH Capital Advisors LLC2,125$503.6K0.15%+11+0.5%Added
Point72 Asia (Singapore) Pte. Ltd.2,128$504.2K0.09%+2,128New
Wetherby Asset Management Inc2,131$505.0K0.02%−29−1.3%Reduced
Oxford Asset Management LLP2,152$510.0K0.42%+1,144+113.5%Added
Rathbone Brothers plc2,160$511.9K0.00%00.0%Unchanged
Algert Global LLC2,168$513.8K0.01%+2,168New
Kuhn & Co Investment Counsel2,175$515.4K0.44%00.0%Unchanged
Meridian Wealth Management, LLC2,180$516.6K0.03%−10.0%Reduced
Trust Asset Management LLC2,194$519.9K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC2,195$520.1K0.01%+24+1.1%Added
Unigestion Holding SA2,199$521.1K0.03%+2,199New
Brown Advisory Inc2,201$521.6K0.00%+257+13.2%Added
Kirtland Hills Capital Management, LLC2,206$522.8K0.29%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2,237$530.1K0.15%−74−3.2%Reduced
Diametric Capital, LP2,262$536.0K0.27%+2,262New
Point72 (DIFC) Ltd2,289$542.4K0.04%+2,289New
Laurion Capital Management LP2,304$546.0K0.04%−7,183−75.7%Reduced