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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 6,319 | $1.50M | 0.01% | −1,700−21.2% | Reduced |
| Empirical Finance, LLC | 6,300 | $1.49M | 0.09% | +129+2.1% | Added |
| Byrne Asset Management LLC | 6,264 | $1.48M | 1.01% | −56−0.9% | Reduced |
| QRG Capital Management, Inc. | 6,190 | $1.47M | 0.02% | +130+2.1% | Added |
| Fiduciary Trust Co | 6,146 | $1.46M | 0.02% | −51−0.8% | Reduced |
| North Star Asset Management Inc | 6,140 | $1.45M | 0.07% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 6,120 | $1.45M | 0.82% | +180+3.0% | Added |
| Tower Research Capital LLC (TRC) | 6,075 | $1.44M | 0.04% | −15,726−72.1% | Reduced |
| Investment Management Corp of Ontario | 6,049 | $1.43M | 0.03% | +2,000+49.4% | Added |
| Stratos Wealth Partners, LTD. | 6,044 | $1.43M | 0.02% | −140−2.3% | Reduced |
| Toroso Investments, LLC | 5,980 | $1.42M | 0.02% | +509+9.3% | Added |
| Foundations Investment Advisors, LLC | 5,934 | $1.41M | 0.03% | +141+2.4% | Added |
| Clearstead Advisors, LLC | 5,891 | $1.40M | 0.02% | +5,591+1,863.7% | Added |
| Colony Group, LLC | 5,877 | $1.39M | 0.00% | +1,221+26.2% | Added |
| Cary Street Partner Investment Advisory LLC | 5,820 | $1.38M | 0.05% | +3,605+162.8% | Added |
| Fairbanks Capital Management, Inc. | 5,773 | $1.37M | 0.86% | +327+6.0% | Added |
| Private Advisor Group, LLC | 5,746 | $1.36M | 0.01% | +668+13.2% | Added |
| Davy Global Fund Management Ltd | 5,719 | $1.36M | 0.14% | +968+20.4% | Added |
| CWM, LLC | 5,703 | $1.35M | 0.01% | −937−14.1% | Reduced |
| Everence Capital Management Inc | 5,698 | $1.35M | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,679 | $1.35M | 0.04% | +301+5.6% | Added |
| Fiduciary Family Office, LLC | 5,666 | $1.34M | 0.44% | +3,530+165.3% | Added |
| Versor Investments LP | 5,602 | $1.33M | 0.21% | +5,602 | New |
| Bleakley Financial Group, LLC | 5,600 | $1.33M | 0.04% | −34,565−86.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,489 | $1.30M | 0.03% | −310−5.3% | Reduced |
| Stablepoint Partners, LLC | 5,450 | $1.29M | 0.24% | +128+2.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.29M | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 5,425 | $1.29M | 0.03% | +1,216+28.9% | Added |
| Bowman & Co S.C. | 5,403 | $1.28M | 0.67% | +551+11.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,378 | $1.27M | 0.00% | −33−0.6% | Reduced |
| RSM US Wealth Management LLC | 5,495 | $1.27M | 0.02% | +753+15.9% | Added |
| Virtu Financial LLC | 5,300 | $1.26M | 0.07% | −10,274−66.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,268 | $1.25M | 0.05% | +117+2.3% | Added |
| Dohj, LLC | 5,338 | $1.24M | 0.29% | +3,482+187.6% | Added |
| Todd Asset Management LLC | 5,208 | $1.23M | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 5,191 | $1.23M | 0.33% | +5,191 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,128 | $1.22M | 0.08% | −749−12.7% | Reduced |
| NBT Bank N A | 5,122 | $1.21M | 0.08% | −349−6.4% | Reduced |
| Foresight Global Investors, Inc. | 5,063 | $1.20M | 0.65% | −350−6.5% | Reduced |
| We Are One Seven, LLC | 5,062 | $1.20M | 0.05% | +274+5.7% | Added |
| Advisory Services Network, LLC | 5,661 | $1.20M | 0.02% | 00.0% | Unchanged |
| 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 |
| Fulton Bank, N.A. | 4,969 | $1.18M | 0.04% | +1,527+44.4% | Added |
| Teza Capital Management LLC | 4,931 | $1.17M | 0.13% | +365+8.0% | Added |
| Groupama Asset Managment | 6,126 | $1.17M | 0.03% | +70+1.2% | Added |
| Apollon Wealth Management, LLC | 4,874 | $1.15M | 0.03% | +427+9.6% | Added |
| Papp L Roy & Associates | 4,804 | $1.14M | 0.14% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,786 | $1.13M | 0.16% | +232+5.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,779 | $1.13M | 0.00% | +1,995+71.7% | Added |
| UBS Oconnor LLC | 4,763 | $1.13M | 0.03% | −1,553−24.6% | Reduced |
| Partners Capital Investment Group, LLP | 4,748 | $1.13M | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,747 | $1.12M | 0.03% | +21+0.4% | Added |
| First Hawaiian Bank | 4,724 | $1.12M | 0.04% | +1,676+55.0% | Added |
| Sanctuary Advisors, LLC | 5,498 | $1.11M | 0.01% | +2,079+60.8% | Added |
| Cornerstone Advisors, LLC | 4,600 | $1.09M | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,594 | $1.09M | 0.05% | +4,594 | New |
| Scientech Research LLC | 4,539 | $1.08M | 0.21% | +1,023+29.1% | Added |
| Aspire Private Capital, LLC | 4,496 | $1.07M | 0.25% | +1,096+32.2% | Added |
| Applied Finance Capital Management, LLC | 4,477 | $1.06M | 0.05% | +54+1.2% | Added |
| Laurel Wealth Advisors LLC | 4,432 | $1.05M | 0.17% | −215−4.6% | Reduced |
| H&H Retirement Design & Management INC | 4,499 | $1.05M | 0.62% | −47−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 4,388 | $1.04M | 0.02% | +98+2.3% | Added |
| Strategic Global Advisors, LLC | 4,383 | $1.04M | 0.20% | −36−0.8% | Reduced |
| Centaurus Financial, Inc. | 4,360 | $1.03M | 0.07% | +1,337+44.2% | Added |
| Mattson Financial Services, LLC | 4,833 | $1.02M | 0.37% | −31−0.6% | Reduced |
| BNP Paribas | 4,328 | $1.01M | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,260 | $1.01M | 0.15% | +168+4.1% | Added |
| Kinneret Advisory, LLC | 4,234 | $1.00M | 0.09% | −55−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 4,220 | $1.00M | 0.06% | −280−6.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $995.3K | 0.22% | +4,200 | New |
| E Fund Management Co., Ltd. | 4,193 | $993.6K | 0.05% | +3,106+285.7% | Added |
| Gilliland Jeter Wealth Management LLC | 4,192 | $993.4K | 0.32% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 4,185 | $991.7K | 0.26% | +8+0.2% | Added |
| PFG Advisors | 4,175 | $989.4K | 0.06% | −196−4.5% | Reduced |
| Maven Securities LTD | 4,167 | $987.5K | 0.11% | +4,167 | New |
| Lido Advisors, LLC | 4,106 | $973.1K | 0.01% | +4+0.1% | Added |
| BBR Partners, LLC | 4,104 | $972.5K | 0.07% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,108 | $972.5K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 4,043 | $958.1K | 0.00% | −29−0.7% | Reduced |
| HB Wealth Management, LLC | 4,013 | $951.0K | 0.01% | +42+1.1% | Added |
| Clear Harbor Asset Management, LLC | 3,969 | $940.5K | 0.08% | +50+1.3% | Added |
| Park Avenue Securities LLC | 3,961 | $939.0K | 0.01% | +2,014+103.4% | Added |
| Burns Matteson Capital Management, LLC | 3,886 | $920.9K | 0.52% | −97−2.4% | Reduced |
| Beacon Financial Group | 3,791 | $898.3K | 0.10% | +21+0.6% | Added |
| Blueshift Asset Management, LLC | 3,716 | $880.6K | 0.22% | +1,290+53.2% | Added |
| First Citizens Bank & Trust Co | 3,705 | $878.0K | 0.02% | −73−1.9% | Reduced |
| Dimension Capital Management LLC | 3,685 | $873.2K | 0.16% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,650 | $864.9K | 0.34% | +195+5.6% | Added |
| Capstone Investment Advisors, LLC | 3,644 | $863.5K | 0.02% | −750−17.1% | Reduced |
| Flputnam Investment Management Co | 3,643 | $863.4K | 0.02% | +7+0.2% | Added |
| Wall Street Access Asset Management, LLC | 3,622 | $858.3K | 0.33% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,701 | $856.3K | 0.48% | −557−13.1% | Reduced |
| United Community Bank | 3,612 | $855.9K | 0.33% | −65−1.8% | Reduced |
| PDT Partners, LLC | 3,600 | $853.1K | 0.08% | +3,600 | New |
| Oak Thistle LLC | 3,572 | $846.5K | 0.28% | +1,168+48.6% | Added |
| United Capital Financial Advisers, LLC | 3,563 | $844.3K | 0.01% | +339+10.5% | Added |
| NBC Securities, Inc. | 3,565 | $844.0K | 0.07% | −2−0.1% | Reduced |
| Baldwin Investment Management, LLC | 3,548 | $840.8K | 0.11% | +280+8.6% | Added |
| GeoWealth Management, LLC | 3,516 | $833.2K | 0.03% | +546+18.4% | Added |