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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 3,500 | $829.4K | 0.09% | +3,416+4,066.7% | Added |
| Wealthfront Advisers LLC | 3,491 | $827.3K | 0.00% | +193+5.9% | Added |
| Coldstream Capital Management Inc | 3,477 | $815.3K | 0.02% | +436+14.3% | Added |
| Icon Advisers Inc | 3,438 | $814.7K | 0.17% | −2,200−39.0% | Reduced |
| Empowered Funds, LLC | 3,437 | $814.5K | 0.01% | +871+33.9% | Added |
| Brown Financial Advisors | 3,432 | $813.2K | 0.33% | +396+13.0% | Added |
| Birchbrook, Inc. | 3,346 | $792.9K | 0.44% | +35+1.1% | Added |
| William Blair Investment Management, LLC | 3,341 | $791.7K | 0.00% | +3,341 | New |
| Oak Harbor Wealth Partners, LLC | 3,332 | $789.6K | 0.23% | +282+9.2% | Added |
| Knights of Columbus Asset Advisors LLC | 3,317 | $786.0K | 0.05% | −1,915−36.6% | Reduced |
| Qtron Investments LLC | 3,303 | $782.7K | 0.11% | +827+33.4% | Added |
| Greenleaf Trust | 3,286 | $778.7K | 0.01% | +111+3.5% | Added |
| Great Valley Advisor Group, Inc. | 3,239 | $767.5K | 0.02% | +148+4.8% | Added |
| Merit Financial Group, LLC | 3,233 | $766.1K | 0.02% | −1,320−29.0% | Reduced |
| Global Trust Asset Management, LLC | 3,228 | $764.9K | 0.28% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,220 | $763.0K | 0.28% | +84+2.7% | Added |
| Intact Investment Management Inc. | 3,180 | $753.6K | 0.03% | +570+21.8% | Added |
| Alps Advisors Inc | 3,171 | $751.4K | 0.01% | −112−3.4% | Reduced |
| Change Path, LLC | 3,167 | $750.5K | 0.03% | +553+21.2% | Added |
| Client 1st Advisory Group, LLC | 3,158 | $748.4K | 0.30% | −430−12.0% | Reduced |
| Aristeia Capital LLC | 3,112 | $737.5K | 0.03% | +111+3.7% | Added |
| Bessemer Group Inc | 3,032 | $719.0K | 0.00% | −7,111−70.1% | Reduced |
| CAPROCK Group, Inc. | 3,003 | $711.6K | 0.03% | +315+11.7% | Added |
| Diversified Trust Co | 3,001 | $711.1K | 0.02% | +3,001 | New |
| 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 |
| 9258 Wealth Management, LLC | 2,998 | $710.4K | 0.11% | +33+1.1% | Added |
| S&CO Inc | 3,000 | $710.0K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,936 | $695.7K | 0.08% | −74−2.5% | Reduced |
| Wolverine Trading, LLC | 2,929 | $687.7K | 0.02% | +2,929 | New |
| Great Lakes Retirement, Inc. | 2,876 | $681.5K | 0.09% | +170+6.3% | Added |
| Perigon Wealth Management, LLC | 2,866 | $679.2K | 0.02% | +72+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 2,863 | $678.4K | 0.05% | +395+16.0% | Added |
| Advisors Asset Management, Inc. | 2,845 | $674.2K | 0.01% | +1,213+74.3% | Added |
| Vident Advisory, LLC | 2,843 | $673.7K | 0.02% | +451+18.9% | Added |
| Profund Advisors LLC | 2,781 | $659.0K | 0.02% | −55−1.9% | Reduced |
| National Asset Management, Inc. | 2,786 | $653.0K | 0.02% | −408−12.8% | Reduced |
| Lebenthal Global Advisors, LLC | 2,739 | $649.1K | 0.13% | +1,740+174.2% | Added |
| FSB Premier Wealth Management, Inc. | 2,734 | $647.9K | 0.27% | +606+28.5% | Added |
| Great Lakes Advisors, LLC | 2,723 | $645.3K | 0.01% | −98−3.5% | Reduced |
| Advisory Alpha, LLC | 2,697 | $639.1K | 0.02% | +560+26.2% | Added |
| Strategic Blueprint, LLC | 2,676 | $634.1K | 0.04% | −193−6.7% | Reduced |
| Principal Street Partners, LLC | 2,644 | $624.9K | 0.10% | −207−7.3% | Reduced |
| Brookstone Capital Management | 2,621 | $621.1K | 0.01% | −3−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,595 | $614.9K | 0.36% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,576 | $610.4K | 0.35% | +568+28.3% | Added |
| Prelude Capital Management, LLC | 2,561 | $606.9K | 0.05% | +761+42.3% | Added |
| Outlook Wealth Advisors, LLC | 2,552 | $604.7K | 0.17% | −44−1.7% | Reduced |
| Magnolia Capital Advisors LLC | 2,551 | $604.5K | 0.30% | +10+0.4% | Added |
| NewEdge Wealth, LLC | 2,550 | $604.3K | 0.01% | +157+6.6% | Added |
| Signaturefd, LLC | 2,548 | $603.9K | 0.01% | +121+5.0% | Added |
| Atria Wealth Solutions, Inc. | 2,547 | $603.6K | 0.01% | −876−25.6% | Reduced |
| Northeast Financial Consultants Inc | 2,540 | $601.9K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,518 | $596.7K | 0.02% | −167−6.2% | Reduced |
| IVC Wealth Advisors LLC | 2,476 | $586.7K | 0.32% | −899−26.6% | Reduced |
| Citizens Financial Group Inc | 2,463 | $583.7K | 0.01% | +407+19.8% | Added |
| Jasper Ridge Partners, L.P. | 2,459 | $582.7K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,417 | $572.8K | 0.02% | +6+0.2% | Added |
| ProVise Management Group, LLC | 2,409 | $570.9K | 0.05% | +19+0.8% | Added |
| Horizon Investments, LLC | 2,350 | $556.9K | 0.01% | −163−6.5% | Reduced |
| Inspire Advisors, LLC | 2,348 | $556.5K | 0.07% | +214+10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 2,336 | $553.6K | 0.02% | −5−0.2% | Reduced |
| Pitcairn Co | 2,329 | $551.9K | 0.03% | −279−10.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,340 | $551.7K | 0.01% | +1,367+140.5% | Added |
| Busey Wealth Management | 2,318 | $549.3K | 0.02% | +223+10.6% | Added |
| Laurion Capital Management LP | 2,304 | $546.0K | 0.04% | −7,183−75.7% | Reduced |
| Point72 (DIFC) Ltd | 2,289 | $542.4K | 0.04% | +2,289 | New |
| Diametric Capital, LP | 2,262 | $536.0K | 0.27% | +2,262 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,237 | $530.1K | 0.15% | −74−3.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,206 | $522.8K | 0.29% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,201 | $521.6K | 0.00% | +257+13.2% | Added |
| Unigestion Holding SA | 2,199 | $521.1K | 0.03% | +2,199 | New |
| Integrated Wealth Concepts LLC | 2,195 | $520.1K | 0.01% | +24+1.1% | Added |
| Trust Asset Management LLC | 2,194 | $519.9K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,180 | $516.6K | 0.03% | −10.0% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $515.4K | 0.44% | 00.0% | Unchanged |
| Algert Global LLC | 2,168 | $513.8K | 0.01% | +2,168 | New |
| Rathbone Brothers plc | 2,160 | $511.9K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,152 | $510.0K | 0.42% | +1,144+113.5% | Added |
| Wetherby Asset Management Inc | 2,131 | $505.0K | 0.02% | −29−1.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,128 | $504.2K | 0.09% | +2,128 | New |
| MSH Capital Advisors LLC | 2,125 | $503.6K | 0.15% | +11+0.5% | Added |
| John G Ullman & Associates Inc | 2,100 | $497.6K | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,074 | $491.4K | 0.02% | −347−14.3% | Reduced |
| Allianz SE | 2,070 | $490.5K | 0.01% | −557−21.2% | Reduced |
| Quest Partners LLC | 2,070 | $490.5K | 0.04% | −2,550−55.2% | Reduced |
| Regatta Capital Group, LLC | 2,068 | $490.1K | 0.10% | −65−3.0% | Reduced |
| Michael B. Yongue | 2,066 | $489.6K | 0.39% | +6+0.3% | Added |
| Welch & Forbes LLC | 2,012 | $476.8K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,010 | $476.3K | 0.03% | −3,735−65.0% | Reduced |
| Fosun International Ltd | 2,000 | $473.9K | 0.16% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,000 | $473.9K | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,017 | $473.7K | 0.05% | +1,871+1,281.5% | Added |
| Siemens Fonds Invest GmbH | 1,989 | $471.3K | 0.04% | −88−4.2% | Reduced |
| Neo Ivy Capital Management | 1,980 | $470.0K | 0.15% | +1,980 | New |
| T. Rowe Price Investment Management, Inc. | 1,976 | $469.0K | 0.00% | +493+33.2% | Added |
| Fortitude Family Office, LLC | 1,977 | $468.5K | 0.19% | +56+2.9% | Added |
| Walleye Trading LLC | 1,968 | $466.4K | 0.01% | +147+8.1% | Added |
| SpiderRock Advisors, LLC | 1,962 | $465.0K | 0.01% | −204−9.4% | Reduced |