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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.

Institutional holdersQ3 2024: 1,066 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 940 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ3 2024: $37.2B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021940$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2024.

Institutions holding IQV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NorthRock Partners, LLC1,958$464.0K0.02%+133+7.3%Added
Holderness Investments Co1,946$461.1K0.10%+1,946New
Wedmont Private Capital2,042$460.2K0.03%+178+9.5%Added
Principle Wealth Partners LLC1,920$455.0K0.03%00.0%Unchanged
Financial Insights, Inc.1,912$453.1K0.14%−1,801−48.5%Reduced
Valeo Financial Advisors, LLC1,908$451.6K0.01%+10+0.5%Added
Hilltop Holdings Inc.1,882$446.0K0.03%+1,882New
Heartwood Wealth Advisors LLC1,877$444.8K0.05%−120−6.0%Reduced
Good Life Advisors, LLC1,870$443.1K0.03%+1,870New
Cigna Investments Inc1,868$443.0K0.08%−27−1.4%Reduced
Roberts Capital Advisors, LLC1,864$441.7K0.38%00.0%Unchanged
Paladin Wealth, LLC1,853$439.1K0.38%+1,853New
Point72 Hong Kong Ltd1,831$433.9K0.03%+1,831New
Sterling Investment Counsel, LLC1,828$433.2K0.15%+151+9.0%Added
Ellevest, Inc.1,822$431.8K0.02%+60+3.4%Added
Berry Wealth Group, LP1,818$430.8K0.31%−7−0.4%Reduced
Edge Capital Group, LLC1,812$429.4K0.02%00.0%Unchanged
Level Four Advisory Services, LLC2,079$427.9K0.02%+103+5.2%Added
Milestone Asset Management, LLC1,794$425.1K0.10%+78+4.5%Added
Dynamic Technology Lab Private Ltd1,781$422.0K0.04%−8,512−82.7%Reduced
KRS Capital Management, LLC1,765$418.3K0.30%00.0%Unchanged
Ameritas Investment Partners, Inc.1,754$415.6K0.01%−163−8.5%Reduced
Cook Wealth Management Group LLC1,861$402.1K0.20%00.0%Unchanged
Raleigh Capital Management Inc.1,688$400.0K0.15%+368+27.9%Added
Alliance Wealth Advisors, LLC1,660$393.4K0.23%−12−0.7%Reduced
Cumberland Partners Ltd1,660$393.4K0.03%+65+4.1%Added
Boston Partners1,655$392.2K0.00%−6,015−78.4%Reduced
Tranquilli Financial Advisor LLC1,651$391.2K0.25%−3−0.2%Reduced
Cutter & CO Brokerage, Inc.1,638$388.2K0.09%00.0%Unchanged
Lyell Wealth Management, LP1,631$386.5K0.04%00.0%Unchanged
Dynamic Advisor Solutions LLC1,618$383.4K0.01%−87−5.1%Reduced
Mission Wealth Management, LP1,618$383.4K0.01%−4−0.2%Reduced
Center for Financial Planning, Inc.1,612$382.0K0.05%00.0%Unchanged
Angeles Wealth Management, LLC1,600$379.2K0.03%+64+4.2%Added
nVerses Capital, LLC1,600$379.2K0.17%+1,600New
Everpar Advisors LLC1,592$377.3K0.20%+1,592New
Meiji Yasuda Life Insurance Co1,583$375.1K0.01%−127−7.4%Reduced
Zacks Investment Management1,574$373.0K0.00%−171−9.8%Reduced
CX Institutional1,571$372.3K0.02%+38+2.5%Added
Peterson Wealth Services1,555$368.5K0.12%+253+19.4%Added
Aprio Wealth Management, LLC1,547$366.6K0.06%+278+21.9%Added
Gratus Wealth Advisors, LLC1,619$364.9K0.06%−20−1.2%Reduced
HighPoint Advisor Group LLC1,738$363.5K0.02%+114+7.0%Added
MTM Investment Management, LLC1,573$361.5K0.14%+7+0.4%Added
Gladstone Institutional Advisory LLC1,523$360.9K0.02%−14−0.9%Reduced
Checchi Capital Advisers, LLC1,519$360.0K0.03%00.0%Unchanged
PKO Investment Management Joint-Stock Co1,500$355.5K0.04%−1,500−50.0%Reduced
Continuum Advisory, LLC1,739$352.9K0.05%+201+13.1%Added
Virtue Capital Management, LLC1,483$351.4K0.07%+12+0.8%Added
Fifth Third Wealth Advisors LLC1,458$345.5K0.02%−76−5.0%Reduced
Otter Creek Advisors, LLC1,454$344.6K0.22%−6,626−82.0%Reduced
Leonard Rickey Investment Advisors P.L.L.C.1,452$344.1K0.08%+42+3.0%Added
Boothbay Fund Management, LLC1,446$342.7K0.01%−3,653−71.6%Reduced
Two Sigma Securities, LLC1,439$341.0K0.03%−929−39.2%Reduced
Nova R Wealth, Inc.1,439$341.0K0.17%00.0%Unchanged
Peapack Gladstone Financial Corp1,416$336.0K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,418$335.9K0.05%−14−1.0%Reduced
BSW Wealth Partners1,416$335.6K0.05%+244+20.8%Added
Mount Yale Investment Advisors, LLC1,409$333.9K0.03%−7−0.5%Reduced
Modern Wealth Management, LLC1,405$332.9K0.02%+41+3.0%Added
Yorktown Management & Research Co Inc1,400$331.8K0.34%+1,400New
Geller Advisors LLC1,397$331.0K0.02%−79−5.4%Reduced
Sherbrooke Park Advisers LLC1,396$330.8K0.08%+89+6.8%Added
Demars Financial Group, LLC1,379$326.8K0.15%+30+2.2%Added
Panagora Asset Management Inc1,374$325.6K0.00%+293+27.1%Added
Malaga Cove Capital, LLC1,373$325.4K0.13%+200+17.1%Added
Ballentine Partners, LLC1,366$323.7K0.01%−74−5.1%Reduced
EverSource Wealth Advisors, LLC1,351$320.1K0.02%+1+0.1%Added
MBB Public Markets I LLC1,350$319.9K0.03%−12,055−89.9%Reduced
Forum Financial Management, LP1,349$319.7K0.01%−2−0.1%Reduced
Platform Technology Partners1,340$317.5K0.10%00.0%Unchanged
Richard W. Paul & Associates, LLC1,321$313.0K0.11%−22−1.6%Reduced
Klingenstein Fields & Co LP1,321$313.0K0.01%00.0%Unchanged
Veracity Capital LLC1,317$312.1K0.12%+20+1.5%Added
Mutual Advisors, LLC1,471$311.4K0.01%+218+17.4%Added
Chicago Capital, LLC1,300$308.1K0.01%00.0%Unchanged
Summit Trail Advisors, LLC1,268$300.5K0.01%−231−15.4%Reduced
Graypoint LLC1,262$299.1K0.02%+75+6.3%Added
Schechter Investment Advisors, LLC1,255$297.4K0.02%+1+0.1%Added
Livforsakringsbolaget Skandia, Omsesidigt1,233$292.0K0.02%+1,000+429.2%Added
Harbor Investment Advisory, LLC1,228$291.0K0.03%+132+12.0%Added
Fukoku Mutual Life Insurance Co1,217$288.4K0.02%00.0%Unchanged
Cypress Wealth Services, LLC1,186$281.0K0.06%+6+0.5%Added
Kestra Private Wealth Services, LLC1,183$280.3K0.01%−404−25.5%Reduced
Ostrum Asset Management1,182$280.1K0.02%+15+1.3%Added
Proequities, Inc.1,176$278.7K0.02%+47+4.2%Added
Phillips Wealth Planners LLC1,194$278.3K0.27%+41+3.6%Added
Boston Mountain Money Management Inc1,172$277.7K0.16%−6−0.5%Reduced
Westpac Banking Corp1,168$276.8K0.02%00.0%Unchanged
Ancora Advisors, LLC1,168$276.8K0.01%+61+5.5%Added
Heartland Bank & Trust Co1,162$275.4K0.15%−40−3.3%Reduced
Independent Advisor Alliance1,155$273.7K0.01%−104−8.3%Reduced
Dark Forest Capital Management LP1,155$273.7K0.03%+1,155New
High Net Worth Advisory Group LLC1,150$272.5K0.08%00.0%Unchanged
Phoenix Holdings Ltd.1,137$270.0K0.00%−68−5.6%Reduced
Trueblood Wealth Management, LLC1,135$269.0K0.14%+4+0.4%Added
Equitable Holdings, Inc.1,131$268.0K0.00%+1,131New
SS&H Financial Advisors, Inc.1,115$264.0K0.10%00.0%Unchanged
Howard Bailey Securities, LLC1,113$263.7K0.10%+1,113New
GAMMA Investing LLC1,101$260.9K0.03%+292+36.1%Added