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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 30 | $7.11K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.11K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 29 | $6.87K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $6.64K | 0.00% | +28 | New |
| Planning Capital Management Corp | 28 | $6.64K | 0.00% | +28 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $6.40K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $6.00K | 0.00% | +10+62.5% | Added |
| Carolinas Wealth Consulting LLC | 24 | $5.69K | 0.00% | −47−66.2% | Reduced |
| Sachetta, LLC | 24 | $5.69K | 0.00% | +5+26.3% | Added |
| HHM Wealth Advisors, LLC | 23 | $5.45K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $5.45K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 23 | $5.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22 | $5.21K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $4.74K | 0.00% | +2+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $4.26K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 18 | $4.26K | 0.00% | +5+38.5% | Added |
| TFC Financial Management | 17 | $4.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.03K | 0.00% | −947−98.2% | Reduced |
| Westend Capital Management, LLC | 17 | $4.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.79K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $3.56K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $3.32K | 0.00% | +14 | New |
| University of Texas/Texas Am Investment Managment Co | 12 | $2.84K | 0.00% | −133−91.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $2.84K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.84K | 0.00% | +12 | New |
| Investors Research Corp | 11 | $2.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $2.61K | 0.00% | +1+10.0% | Added |
| Horizon Financial Services, LLC | 10 | $2.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.33K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $2.22K | 0.00% | +4+66.7% | Added |
| True Wealth Design, LLC | 9 | $2.13K | 0.00% | +1+12.5% | Added |
| Reuter James Wealth Management, LLC | 9 | $2.13K | 0.00% | +9 | New |
| Peterson Financial Group, Inc. | 9 | $2.13K | 0.01% | +9 | New |
| Riggs Asset Managment Co. Inc. | 8 | $1.90K | 0.00% | +6+300.0% | Added |
| Spectrum Wealth Counsel, LLC | 8 | $1.90K | 0.00% | +8 | New |
| Grove Bank & Trust | 7 | $1.66K | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.42K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $1.42K | 0.00% | +6 | New |
| TD Capital Management LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $1.19K | 0.00% | +5 | New |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | +5 | New |
| Sandy Spring Bank | 4 | $948 | 0.00% | −9−69.2% | Reduced |
| Sound Income Strategies, LLC | 4 | $948 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $948 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $948 | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 4 | $865 | 0.00% | +4 | New |
| Kimelman & Baird, LLC | 3 | $711 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $711 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $711 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3 | $711 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $711 | 0.00% | +3 | New |
| Key Financial Inc | 3 | $711 | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $711 | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 3 | $711 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $474 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $474 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $474 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $473 | 0.00% | +2 | New |
| MCF Advisors LLC | 1 | $237 | 0.00% | −31−96.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $237 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1 | $237 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Eagle Health Investments LP | 0 | $0 | 0.00% | −121,895−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −60,360−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,362−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −40,165−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −29,318−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −24,221−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,825−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −21,610−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −18,640−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,994−100.0% | Sold out |
| HealthInvest Partners AB | 0 | $0 | 0.00% | −13,984−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −12,451−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,566−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,393−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −6,454−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,712−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |