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 | 940 | $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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 360 | $85.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 360 | $84.5K | 0.01% | −36−9.1% | Reduced |
| Colonial Trust Co | 341 | $80.8K | 0.01% | +62+22.2% | Added |
| Headlands Technologies LLC | 337 | $79.9K | 0.01% | −4,819−93.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 323 | $76.5K | 0.03% | −10−3.0% | Reduced |
| MV Capital Management, Inc. | 319 | $75.6K | 0.01% | +13+4.2% | Added |
| GPS Wealth Strategies Group, LLC | 313 | $74.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 302 | $71.6K | 0.05% | −35−10.4% | Reduced |
| Baldwin Brothers Inc | 297 | $70.4K | 0.00% | +297 | New |
| Chilton Capital Management LLC | 263 | $62.3K | 0.00% | +107+68.6% | 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 |
| Covestor Ltd | 246 | $59.0K | 0.04% | +63+34.4% | Added |
| 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 |
| Ashton Thomas Securities, LLC | 241 | $57.1K | 0.01% | +241 | New |
| Concord Wealth Partners | 241 | $57.1K | 0.01% | +241 | New |
| Umb Bank N A | 232 | $55.0K | 0.00% | +99+74.4% | Added |
| Assetmark, Inc | 228 | $54.0K | 0.00% | +196+612.5% | Added |
| Independence Bank of Kentucky | 221 | $52.4K | 0.01% | +171+342.0% | Added |
| Manchester Capital Management LLC | 216 | $51.2K | 0.01% | +55+34.2% | Added |
| Leonteq Securities AG | 206 | $48.8K | 0.01% | +118+134.1% | Added |
| Quent Capital, LLC | 203 | $48.1K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $47.9K | 0.04% | – | – |
| Versant Capital Management, Inc | 202 | $47.9K | 0.01% | +77+61.6% | Added |
| Wintrust Investments LLC | 197 | $46.0K | 0.03% | −1,777−90.0% | Reduced |
| Rothschild Investment LLC | 184 | $43.6K | 0.00% | −16−8.0% | Reduced |
| Deseret Mutual Benefit Administrators | 180 | $42.7K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 178 | $42.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 178 | $42.2K | 0.01% | +13+7.9% | Added |
| Hemington Wealth Management | 208 | $42.0K | 0.01% | +208 | New |
| Creative Financial Designs Inc | 174 | $41.2K | 0.00% | +17+10.8% | Added |
| J.Safra Asset Management Corp | 175 | $41.1K | 0.00% | +5+2.9% | Added |
| SRS Capital Advisors, Inc. | 173 | $41.0K | 0.00% | +53+44.2% | Added |
| Venturi Wealth Management, LLC | 168 | $39.8K | 0.00% | +18+12.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 161 | $38.2K | 0.00% | +87+117.6% | Added |
| Zions Bancorporation, N.A. | 154 | $36.5K | 0.00% | +6+4.1% | Added |
| Battery Global Advisors, LLC | 141 | $33.4K | 0.02% | +141 | New |
| Sunbelt Securities, Inc. | 140 | $33.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 141 | $33.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $31.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 130 | $30.8K | 0.03% | +3+2.4% | Added |
| Farmers & Merchants Investments Inc | 125 | $29.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 124 | $29.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 120 | $28.4K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $28.2K | 0.01% | +119 | New |
| Global Wealth Strategies & Associates | 118 | $28.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Oarsman Capital, Inc. | 111 | $26.3K | 0.00% | +111 | New |
| Simplex Trading, LLC | 110 | $26.0K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 109 | $25.8K | 0.00% | +7+6.9% | Added |
| JFS Wealth Advisors, LLC | 107 | $25.4K | 0.00% | +14+15.1% | Added |
| Caldwell Trust Co | 102 | $24.2K | 0.00% | 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 |
| Bullock Wealth Management Group | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 92 | $22.0K | 0.00% | +47+104.4% | Added |
| Global X Japan Co., Ltd. | 89 | $21.1K | 0.00% | +31+53.4% | Added |
| WR Wealth Planners, LLC | 85 | $20.1K | 0.01% | +11+14.9% | Added |
| Brown Brothers Harriman & Co | 82 | $19.4K | 0.00% | +82 | New |
| FSA Wealth Management LLC | 81 | $19.2K | 0.01% | +81 | New |
| Migdal Insurance & Financial Holdings Ltd. | 81 | $19.0K | 0.00% | +81 | New |
| Salomon & Ludwin, LLC | 77 | $18.2K | 0.00% | +23+42.6% | Added |
| Truvestments Capital LLC | 75 | $17.8K | 0.00% | +75 | New |
| Asset Dedication, LLC | 72 | $17.1K | 0.00% | +8+12.5% | Added |
| GoalVest Advisory LLC | 69 | $16.4K | 0.00% | +69 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $16.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $15.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $15.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 66 | $15.0K | 0.01% | +66 | New |
| Fairman Group, LLC | 61 | $14.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 58 | $14.0K | 0.00% | +58 | New |
| CNB Bank | 58 | $13.7K | 0.01% | −23−28.4% | Reduced |
| Dunhill Financial, LLC | 58 | $13.6K | 0.01% | +39+205.3% | Added |
| Beacon Capital Management, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 55 | $13.0K | 0.01% | +51+1,275.0% | Added |
| GW&K Investment Management, LLC | 53 | $13.0K | 0.00% | −2−3.6% | Reduced |
| Frazier Financial Advisors, LLC | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 49 | $11.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $11.2K | 0.01% | −449−89.4% | Reduced |
| Ruedi Wealth Management, Inc. | 45 | $10.7K | 0.00% | −2−4.3% | Reduced |
| Clean Yield Group | 42 | $9.95K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 43 | $9.75K | 0.00% | +43 | New |
| Bangor Savings Bank | 40 | $9.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $9.09K | 0.00% | +34+425.0% | Added |
| Golden State Equity Partners | 38 | $9.00K | 0.00% | +38 | New |
| Capital Advisors, Ltd. LLC | 36 | $9.00K | 0.00% | +2+5.9% | Added |
| Bell Investment Advisors, Inc | 37 | $8.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $8.53K | 0.00% | −10−21.7% | Reduced |
| CoreCap Advisors, LLC | 35 | $8.29K | 0.00% | −14−28.6% | Reduced |
| Northwest Investment Counselors, LLC | 34 | $8.06K | 0.00% | +34 | New |
| Close Asset Management Ltd | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $7.35K | 0.00% | −2−6.1% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $7.11K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $7.11K | 0.00% | 00.0% | Unchanged |