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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 2,318 | $549.3K | 0.02% | +223+10.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,340 | $551.7K | 0.01% | +1,367+140.5% | Added |
| Pitcairn Co | 2,329 | $551.9K | 0.03% | −279−10.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,336 | $553.6K | 0.02% | −5−0.2% | Reduced |
| Inspire Advisors, LLC | 2,348 | $556.5K | 0.07% | +214+10.0% | Added |
| Horizon Investments, LLC | 2,350 | $556.9K | 0.01% | −163−6.5% | Reduced |
| ProVise Management Group, LLC | 2,409 | $570.9K | 0.05% | +19+0.8% | Added |
| Waldron Private Wealth LLC | 2,417 | $572.8K | 0.02% | +6+0.2% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $582.7K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,463 | $583.7K | 0.01% | +407+19.8% | Added |
| IVC Wealth Advisors LLC | 2,476 | $586.7K | 0.32% | −899−26.6% | Reduced |
| Snowden Capital Advisors LLC | 2,518 | $596.7K | 0.02% | −167−6.2% | Reduced |
| Northeast Financial Consultants Inc | 2,540 | $601.9K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,547 | $603.6K | 0.01% | −876−25.6% | Reduced |
| Signaturefd, LLC | 2,548 | $603.9K | 0.01% | +121+5.0% | Added |
| NewEdge Wealth, LLC | 2,550 | $604.3K | 0.01% | +157+6.6% | Added |
| Magnolia Capital Advisors LLC | 2,551 | $604.5K | 0.30% | +10+0.4% | Added |
| Outlook Wealth Advisors, LLC | 2,552 | $604.7K | 0.17% | −44−1.7% | Reduced |
| Prelude Capital Management, LLC | 2,561 | $606.9K | 0.05% | +761+42.3% | Added |
| ISAM Funds (UK) Ltd | 2,576 | $610.4K | 0.35% | +568+28.3% | Added |
| Armstrong, Fleming & Moore, Inc | 2,595 | $614.9K | 0.36% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,621 | $621.1K | 0.01% | −3−0.1% | Reduced |
| Principal Street Partners, LLC | 2,644 | $624.9K | 0.10% | −207−7.3% | Reduced |
| Strategic Blueprint, LLC | 2,676 | $634.1K | 0.04% | −193−6.7% | Reduced |
| Advisory Alpha, LLC | 2,697 | $639.1K | 0.02% | +560+26.2% | Added |
| Great Lakes Advisors, LLC | 2,723 | $645.3K | 0.01% | −98−3.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,734 | $647.9K | 0.27% | +606+28.5% | Added |
| Lebenthal Global Advisors, LLC | 2,739 | $649.1K | 0.13% | +1,740+174.2% | Added |
| National Asset Management, Inc. | 2,786 | $653.0K | 0.02% | −408−12.8% | Reduced |
| Profund Advisors LLC | 2,781 | $659.0K | 0.02% | −55−1.9% | Reduced |
| Vident Advisory, LLC | 2,843 | $673.7K | 0.02% | +451+18.9% | Added |
| Advisors Asset Management, Inc. | 2,845 | $674.2K | 0.01% | +1,213+74.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,863 | $678.4K | 0.05% | +395+16.0% | Added |
| Perigon Wealth Management, LLC | 2,866 | $679.2K | 0.02% | +72+2.6% | Added |
| Great Lakes Retirement, Inc. | 2,876 | $681.5K | 0.09% | +170+6.3% | Added |
| Wolverine Trading, LLC | 2,929 | $687.7K | 0.02% | +2,929 | New |
| Strategic Investment Advisors | 2,936 | $695.7K | 0.08% | −74−2.5% | Reduced |
| S&CO Inc | 3,000 | $710.0K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,998 | $710.4K | 0.11% | +33+1.1% | Added |
| Liberty One Investment Management, LLC | 3,000 | $710.9K | 0.07% | −144−4.6% | Reduced |
| Polymer Capital Management (HK) LTD | 3,000 | $710.9K | 0.16% | −135−4.3% | Reduced |
| Bridgeway Capital Management, LLC | 3,000 | $710.9K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,001 | $711.1K | 0.02% | +3,001 | New |
| CAPROCK Group, Inc. | 3,003 | $711.6K | 0.03% | +315+11.7% | Added |
| Bessemer Group Inc | 3,032 | $719.0K | 0.00% | −7,111−70.1% | Reduced |
| Aristeia Capital LLC | 3,112 | $737.5K | 0.03% | +111+3.7% | Added |
| Client 1st Advisory Group, LLC | 3,158 | $748.4K | 0.30% | −430−12.0% | Reduced |
| Change Path, LLC | 3,167 | $750.5K | 0.03% | +553+21.2% | Added |
| Alps Advisors Inc | 3,171 | $751.4K | 0.01% | −112−3.4% | Reduced |
| Intact Investment Management Inc. | 3,180 | $753.6K | 0.03% | +570+21.8% | Added |
| Humankind Investments LLC | 3,220 | $763.0K | 0.28% | +84+2.7% | Added |
| Global Trust Asset Management, LLC | 3,228 | $764.9K | 0.28% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,233 | $766.1K | 0.02% | −1,320−29.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,239 | $767.5K | 0.02% | +148+4.8% | Added |
| Greenleaf Trust | 3,286 | $778.7K | 0.01% | +111+3.5% | Added |
| Qtron Investments LLC | 3,303 | $782.7K | 0.11% | +827+33.4% | Added |
| Knights of Columbus Asset Advisors LLC | 3,317 | $786.0K | 0.05% | −1,915−36.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,332 | $789.6K | 0.23% | +282+9.2% | Added |
| William Blair Investment Management, LLC | 3,341 | $791.7K | 0.00% | +3,341 | New |
| Birchbrook, Inc. | 3,346 | $792.9K | 0.44% | +35+1.1% | Added |
| Brown Financial Advisors | 3,432 | $813.2K | 0.33% | +396+13.0% | Added |
| Empowered Funds, LLC | 3,437 | $814.5K | 0.01% | +871+33.9% | Added |
| Icon Advisers Inc | 3,438 | $814.7K | 0.17% | −2,200−39.0% | Reduced |
| Coldstream Capital Management Inc | 3,477 | $815.3K | 0.02% | +436+14.3% | Added |
| Wealthfront Advisers LLC | 3,491 | $827.3K | 0.00% | +193+5.9% | Added |
| China Universal Asset Management Co., Ltd. | 3,500 | $829.4K | 0.09% | +3,416+4,066.7% | Added |
| GeoWealth Management, LLC | 3,516 | $833.2K | 0.03% | +546+18.4% | Added |
| Baldwin Investment Management, LLC | 3,548 | $840.8K | 0.11% | +280+8.6% | Added |
| NBC Securities, Inc. | 3,565 | $844.0K | 0.07% | −2−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 3,563 | $844.3K | 0.01% | +339+10.5% | Added |
| Oak Thistle LLC | 3,572 | $846.5K | 0.28% | +1,168+48.6% | Added |
| PDT Partners, LLC | 3,600 | $853.1K | 0.08% | +3,600 | New |
| United Community Bank | 3,612 | $855.9K | 0.33% | −65−1.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,701 | $856.3K | 0.48% | −557−13.1% | Reduced |
| Wall Street Access Asset Management, LLC | 3,622 | $858.3K | 0.33% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,643 | $863.4K | 0.02% | +7+0.2% | Added |
| Capstone Investment Advisors, LLC | 3,644 | $863.5K | 0.02% | −750−17.1% | Reduced |
| Allred Capital Management, LLC | 3,650 | $864.9K | 0.34% | +195+5.6% | Added |
| Dimension Capital Management LLC | 3,685 | $873.2K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,705 | $878.0K | 0.02% | −73−1.9% | Reduced |
| Blueshift Asset Management, LLC | 3,716 | $880.6K | 0.22% | +1,290+53.2% | Added |
| Beacon Financial Group | 3,791 | $898.3K | 0.10% | +21+0.6% | Added |
| Burns Matteson Capital Management, LLC | 3,886 | $920.9K | 0.52% | −97−2.4% | Reduced |
| Park Avenue Securities LLC | 3,961 | $939.0K | 0.01% | +2,014+103.4% | Added |
| Clear Harbor Asset Management, LLC | 3,969 | $940.5K | 0.08% | +50+1.3% | Added |
| HB Wealth Management, LLC | 4,013 | $951.0K | 0.01% | +42+1.1% | Added |
| Blair William & Co | 4,043 | $958.1K | 0.00% | −29−0.7% | Reduced |
| Plato Investment Management Ltd | 4,108 | $972.5K | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 4,104 | $972.5K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,106 | $973.1K | 0.01% | +4+0.1% | Added |
| Maven Securities LTD | 4,167 | $987.5K | 0.11% | +4,167 | New |
| PFG Advisors | 4,175 | $989.4K | 0.06% | −196−4.5% | Reduced |
| Stonebrook Private Inc. | 4,185 | $991.7K | 0.26% | +8+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 4,192 | $993.4K | 0.32% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,193 | $993.6K | 0.05% | +3,106+285.7% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $995.3K | 0.22% | +4,200 | New |
| Meeder Advisory Services, Inc. | 4,220 | $1.00M | 0.06% | −280−6.2% | Reduced |
| Kinneret Advisory, LLC | 4,234 | $1.00M | 0.09% | −55−1.3% | Reduced |
| V-Square Quantitative Management LLC | 4,260 | $1.01M | 0.15% | +168+4.1% | Added |
| BNP Paribas | 4,328 | $1.01M | 0.04% | 00.0% | Unchanged |