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 |
|---|---|---|---|---|---|
| Mattson Financial Services, LLC | 4,833 | $1.02M | 0.37% | −31−0.6% | Reduced |
| Centaurus Financial, Inc. | 4,360 | $1.03M | 0.07% | +1,337+44.2% | Added |
| Strategic Global Advisors, LLC | 4,383 | $1.04M | 0.20% | −36−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,388 | $1.04M | 0.02% | +98+2.3% | Added |
| H&H Retirement Design & Management INC | 4,499 | $1.05M | 0.62% | −47−1.0% | Reduced |
| Laurel Wealth Advisors LLC | 4,432 | $1.05M | 0.17% | −215−4.6% | Reduced |
| Applied Finance Capital Management, LLC | 4,477 | $1.06M | 0.05% | +54+1.2% | Added |
| Aspire Private Capital, LLC | 4,496 | $1.07M | 0.25% | +1,096+32.2% | Added |
| Scientech Research LLC | 4,539 | $1.08M | 0.21% | +1,023+29.1% | Added |
| Shell Asset Management Co | 4,594 | $1.09M | 0.05% | +4,594 | New |
| Cornerstone Advisors, LLC | 4,600 | $1.09M | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,498 | $1.11M | 0.01% | +2,079+60.8% | Added |
| First Hawaiian Bank | 4,724 | $1.12M | 0.04% | +1,676+55.0% | Added |
| First Horizon Advisors, Inc. | 4,747 | $1.12M | 0.03% | +21+0.4% | Added |
| Partners Capital Investment Group, LLP | 4,748 | $1.13M | 0.02% | 00.0% | Unchanged |
| UBS Oconnor LLC | 4,763 | $1.13M | 0.03% | −1,553−24.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,779 | $1.13M | 0.00% | +1,995+71.7% | Added |
| MidWestOne Financial Group, Inc. | 4,786 | $1.13M | 0.16% | +232+5.1% | Added |
| Papp L Roy & Associates | 4,804 | $1.14M | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,874 | $1.15M | 0.03% | +427+9.6% | Added |
| Groupama Asset Managment | 6,126 | $1.17M | 0.03% | +70+1.2% | Added |
| Teza Capital Management LLC | 4,931 | $1.17M | 0.13% | +365+8.0% | Added |
| Fulton Bank, N.A. | 4,969 | $1.18M | 0.04% | +1,527+44.4% | Added |
| Herold Advisors, Inc. | 5,000 | $1.18M | 0.26% | −400−7.4% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,000 | $1.18M | 1.44% | +5,000 | New |
| Advisory Services Network, LLC | 5,661 | $1.20M | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,062 | $1.20M | 0.05% | +274+5.7% | Added |
| Foresight Global Investors, Inc. | 5,063 | $1.20M | 0.65% | −350−6.5% | Reduced |
| NBT Bank N A | 5,122 | $1.21M | 0.08% | −349−6.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,128 | $1.22M | 0.08% | −749−12.7% | Reduced |
| AXS Investments LLC | 5,191 | $1.23M | 0.33% | +5,191 | New |
| Todd Asset Management LLC | 5,208 | $1.23M | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 5,338 | $1.24M | 0.29% | +3,482+187.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,268 | $1.25M | 0.05% | +117+2.3% | Added |
| Virtu Financial LLC | 5,300 | $1.26M | 0.07% | −10,274−66.0% | Reduced |
| RSM US Wealth Management LLC | 5,495 | $1.27M | 0.02% | +753+15.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,378 | $1.27M | 0.00% | −33−0.6% | Reduced |
| Bowman & Co S.C. | 5,403 | $1.28M | 0.67% | +551+11.4% | Added |
| GTS Securities LLC | 5,425 | $1.29M | 0.03% | +1,216+28.9% | Added |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.29M | 0.03% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 5,450 | $1.29M | 0.24% | +128+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,489 | $1.30M | 0.03% | −310−5.3% | Reduced |
| Bleakley Financial Group, LLC | 5,600 | $1.33M | 0.04% | −34,565−86.1% | Reduced |
| Versor Investments LP | 5,602 | $1.33M | 0.21% | +5,602 | New |
| Fiduciary Family Office, LLC | 5,666 | $1.34M | 0.44% | +3,530+165.3% | Added |
| Concurrent Investment Advisors, LLC | 5,679 | $1.35M | 0.04% | +301+5.6% | Added |
| Everence Capital Management Inc | 5,698 | $1.35M | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 5,703 | $1.35M | 0.01% | −937−14.1% | Reduced |
| Davy Global Fund Management Ltd | 5,719 | $1.36M | 0.14% | +968+20.4% | Added |
| Private Advisor Group, LLC | 5,746 | $1.36M | 0.01% | +668+13.2% | Added |
| Fairbanks Capital Management, Inc. | 5,773 | $1.37M | 0.86% | +327+6.0% | Added |
| Cary Street Partner Investment Advisory LLC | 5,820 | $1.38M | 0.05% | +3,605+162.8% | Added |
| Colony Group, LLC | 5,877 | $1.39M | 0.00% | +1,221+26.2% | Added |
| Clearstead Advisors, LLC | 5,891 | $1.40M | 0.02% | +5,591+1,863.7% | Added |
| Foundations Investment Advisors, LLC | 5,934 | $1.41M | 0.03% | +141+2.4% | Added |
| Toroso Investments, LLC | 5,980 | $1.42M | 0.02% | +509+9.3% | Added |
| Stratos Wealth Partners, LTD. | 6,044 | $1.43M | 0.02% | −140−2.3% | Reduced |
| Investment Management Corp of Ontario | 6,049 | $1.43M | 0.03% | +2,000+49.4% | Added |
| Tower Research Capital LLC (TRC) | 6,075 | $1.44M | 0.04% | −15,726−72.1% | Reduced |
| Central Valley Advisors, LLC | 6,120 | $1.45M | 0.82% | +180+3.0% | Added |
| North Star Asset Management Inc | 6,140 | $1.45M | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,146 | $1.46M | 0.02% | −51−0.8% | Reduced |
| QRG Capital Management, Inc. | 6,190 | $1.47M | 0.02% | +130+2.1% | Added |
| Byrne Asset Management LLC | 6,264 | $1.48M | 1.01% | −56−0.9% | Reduced |
| Empirical Finance, LLC | 6,300 | $1.49M | 0.09% | +129+2.1% | Added |
| Omers Administration Corp | 6,319 | $1.50M | 0.01% | −1,700−21.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,325 | $1.50M | 0.23% | +40+0.6% | Added |
| GAM Holding AG | 6,359 | $1.51M | 0.12% | −32−0.5% | Reduced |
| Public Sector Pension Investment Board | 6,394 | $1.52M | 0.01% | −600−8.6% | Reduced |
| Aquatic Capital Management LLC | 6,500 | $1.54M | 0.04% | −14,800−69.5% | Reduced |
| Vestcor Inc | 6,620 | $1.57M | 0.05% | −247−3.6% | Reduced |
| Power Wealth Management LLC | 6,693 | $1.59M | 0.68% | +811+13.8% | Added |
| Kestra Advisory Services, LLC | 6,718 | $1.59M | 0.01% | −846−11.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,722 | $1.59M | 0.21% | −245−3.5% | Reduced |
| Twin City Private Wealth, LLC | 7,147 | $1.69M | 1.47% | +129+1.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 7,167 | $1.70M | 0.05% | −1,505−17.4% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.70M | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,311 | $1.73M | 0.19% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,376 | $1.75M | 0.04% | +846+13.0% | Added |
| Fisher Asset Management, LLC | 7,398 | $1.75M | 0.00% | +341+4.8% | Added |
| Cunning Capital Partners, LP | 7,400 | $1.75M | 0.93% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,461 | $1.77M | 0.04% | −240−3.1% | Reduced |
| HF Advisory Group, LLC | 7,473 | $1.77M | 0.82% | −515−6.4% | Reduced |
| Wilkins Investment Counsel Inc | 7,485 | $1.77M | 0.25% | +2,675+55.6% | Added |
| Carmel Capital Partners, LLC | 7,558 | $1.79M | 0.69% | +721+10.5% | Added |
| APG Asset Management US Inc. | 7,748 | $1.79M | 0.01% | −92,597−92.3% | Reduced |
| Hanson & Doremus Investment Management | 7,595 | $1.80M | 0.29% | +2,854+60.2% | Added |
| Sectoral Asset Management Inc | 7,600 | $1.80M | 1.06% | −8,000−51.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,622 | $1.81M | 0.13% | +1,009+15.3% | Added |
| Boston Financial Mangement LLC | 7,644 | $1.81M | 0.05% | +327+4.5% | Added |
| Silvercrest Asset Management Group LLC | 7,668 | $1.82M | 0.01% | +141+1.9% | Added |
| FORA Capital, LLC | 7,729 | $1.83M | 0.22% | −19,191−71.3% | Reduced |
| Banque Cantonale Vaudoise | 7,779 | $1.84M | 0.08% | −4,596−37.1% | Reduced |
| XTX Topco Ltd | 7,809 | $1.85M | 0.13% | −1,678−17.7% | Reduced |
| Aquila Investment Management LLC | 8,000 | $1.90M | 2.11% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 8,040 | $1.91M | 0.06% | +1,624+25.3% | Added |
| Copperleaf Capital, LLC | 8,042 | $1.91M | 1.46% | −197−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 8,168 | $1.94M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,188 | $1.94M | 0.01% | +1,927+30.8% | Added |
| Geneos Wealth Management Inc. | 8,211 | $1.95M | 0.07% | −3,967−32.6% | Reduced |