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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,101 | $260.9K | 0.00% | +1,101 | New |
| IFP Advisors, Inc | 1,095 | $259.5K | 0.01% | +101+10.2% | Added |
| Howard Capital Management Inc. | 1,093 | $259.0K | 0.00% | +1,093 | New |
| Net Worth Advisory Group | 1,092 | $258.7K | 0.08% | +1,092 | New |
| First Affirmative Financial Network | 1,062 | $251.5K | 0.14% | −25−2.3% | Reduced |
| SPC Financial, Inc. | 1,057 | $250.5K | 0.02% | +31+3.0% | Added |
| Sentinus, LLC | 1,043 | $247.2K | 0.09% | +26+2.6% | Added |
| First Long Island Investors, LLC | 1,038 | $246.0K | 0.02% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,038 | $246.0K | 0.21% | +1,038 | New |
| Brighton Jones LLC | 1,038 | $246.0K | 0.01% | +89+9.4% | Added |
| Meadow Creek Wealth Advisors LLC | 1,037 | $245.7K | 0.19% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,033 | $244.8K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,033 | $244.8K | 0.01% | +1,033 | New |
| TD Private Client Wealth LLC | 1,031 | $244.3K | 0.01% | +80+8.4% | Added |
| Capital Planning LLC | 1,006 | $238.4K | 0.07% | +6+0.6% | Added |
| Keystone Financial Services | 1,005 | $238.2K | 0.09% | +1,005 | New |
| Massmutual Trust Co FSB | 1,003 | $237.7K | 0.01% | +9+0.9% | Added |
| Aaron Wealth Advisors | 1,003 | $237.7K | 0.03% | +1,003 | New |
| Gabelli Funds LLC | 1,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,000 | $236.9K | 0.01% | +41+4.3% | Added |
| Shelton Capital Management | 996 | $236.0K | 0.01% | −87−8.0% | Reduced |
| Icon Wealth Advisors, LLC | 981 | $232.5K | 0.02% | +460+88.3% | Added |
| Trust Co of the South | 980 | $232.2K | 0.05% | +980 | New |
| Cim Investment Mangement Inc | 979 | $232.0K | 0.07% | −36−3.5% | Reduced |
| Smartleaf Asset Management LLC | 988 | $232.0K | 0.03% | +403+68.9% | Added |
| Keel Point, LLC | 976 | $231.3K | 0.02% | +14+1.5% | Added |
| Gsa Capital Partners LLP | 970 | $230.0K | 0.02% | +970 | New |
| Bremer Bank National Association | 970 | $229.9K | 0.04% | −104−9.7% | Reduced |
| Accretive Wealth Partners, LLC | 970 | $229.9K | 0.10% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 966 | $228.9K | 0.18% | −82−7.8% | Reduced |
| 1858 Wealth Management, LLC | 960 | $227.5K | 0.19% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 956 | $226.5K | 0.15% | −621−39.4% | Reduced |
| Wexford Capital LP | 952 | $225.6K | 0.05% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 945 | $223.9K | 0.04% | +945 | New |
| Intech Investment Management LLC | 943 | $223.5K | 0.00% | +943 | New |
| FDx Advisors, Inc. | 941 | $223.0K | 0.06% | −62−6.2% | Reduced |
| Sage Mountain Advisors LLC | 941 | $223.0K | 0.02% | +941 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $222.8K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 938 | $222.3K | 0.00% | +6+0.6% | Added |
| Premier Path Wealth Partners, LLC | 934 | $221.3K | 0.03% | −15−1.6% | Reduced |
| HBK Sorce Advisory LLC | 928 | $219.9K | 0.01% | −65−6.5% | Reduced |
| Anchor Investment Management, LLC | 928 | $219.9K | 0.02% | +28+3.1% | Added |
| Williams Jones Wealth Management, LLC. | 927 | $219.7K | 0.00% | −177−16.0% | Reduced |
| MAI Capital Management | 924 | $219.0K | 0.00% | −1,876−67.0% | Reduced |
| Beacon Pointe Advisors, LLC | 924 | $219.0K | 0.00% | −44−4.5% | Reduced |
| Lindbrook Capital, LLC | 923 | $218.7K | 0.02% | +68+8.0% | Added |
| Choate Investment Advisors | 920 | $218.0K | 0.01% | +920 | New |
| Claret Asset Management Corp | 918 | $218.0K | 0.04% | +918 | New |
| Ronald Blue Trust, Inc. | 1,030 | $217.8K | 0.00% | +749+266.5% | Added |
| Connecticut Wealth Management, LLC | 919 | $217.8K | 0.01% | +919 | New |
| Chicago Partners Investment Group LLC | 953 | $217.6K | 0.01% | +953 | New |
| Sustainable Growth Advisers, LP | 909 | $215.4K | 0.00% | −450−33.1% | Reduced |
| Pinnacle Associates Ltd | 921 | $213.1K | 0.00% | −30−3.2% | Reduced |
| Optas, LLC | 885 | $209.7K | 0.05% | +885 | New |
| New Republic Capital, LLC | 885 | $209.7K | 0.12% | +885 | New |
| Quadcap Wealth Management, LLC | 873 | $206.9K | 0.03% | −513−37.0% | Reduced |
| Cahaba Wealth Management, Inc. | 871 | $206.4K | 0.02% | +871 | New |
| Conning Inc. | 868 | $205.7K | 0.01% | +868 | New |
| Clarius Group, LLC | 868 | $202.1K | 0.01% | +868 | New |
| Marex Group plc | 850 | $201.4K | 0.00% | −818−49.0% | Reduced |
| Syon Capital LLC | 849 | $201.2K | 0.02% | −118−12.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 847 | $200.7K | 0.10% | +21+2.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 844 | $200.0K | 0.12% | +844 | New |
| Penserra Capital Management LLC | 850 | $200.0K | 0.00% | +10+1.2% | Added |
| Quadrant Capital Group LLC | 838 | $198.6K | 0.01% | +39+4.9% | Added |
| Skopos Labs, Inc. | 836 | $198.1K | 0.07% | −34−3.9% | Reduced |
| Huntington National Bank | 809 | $191.7K | 0.00% | +56+7.4% | Added |
| Sentry Investment Management LLC | 797 | $189.0K | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 780 | $185.0K | 0.00% | −105−11.9% | Reduced |
| Jones Financial Companies LLLP | 774 | $181.7K | 0.00% | +674+674.0% | Added |
| International Assets Investment Management, LLC | 40,996 | $173.0K | 0.00% | +40,844+26,871.1% | Added |
| Central Trust Co | 690 | $163.4K | 0.00% | +179+35.0% | Added |
| Smithfield Trust Co | 682 | $162.0K | 0.01% | −176−20.5% | Reduced |
| Oakworth Capital, Inc. | 638 | $151.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 619 | $146.7K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 613 | $145.3K | 0.01% | +150+32.4% | Added |
| Salem Investment Counselors Inc | 612 | $145.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 605 | $143.4K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $142.2K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 585 | $138.6K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 571 | $135.3K | 0.00% | −25−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $135.2K | 0.00% | −5−0.9% | Reduced |
| Cromwell Holdings LLC | 567 | $134.4K | 0.09% | +22+4.0% | Added |
| Quarry LP | 566 | $134.1K | 0.04% | −53−8.6% | Reduced |
| State of Wyoming | 558 | $132.2K | 0.02% | −406−42.1% | Reduced |
| Hall Laurie J Trustee | 540 | $128.0K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 520 | $123.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 513 | $121.6K | 0.00% | −207−28.7% | Reduced |
| Private Trust Co NA | 485 | $114.9K | 0.01% | +47+10.7% | Added |
| Parkside Financial Bank & Trust | 470 | $111.4K | 0.02% | −16−3.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 468 | $111.0K | 0.07% | +468 | New |
| LRI Investments, LLC | 23,823 | $110.9K | 0.01% | +23,169+3,542.7% | Added |
| Colonial Trust Advisors | 450 | $106.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 431 | $102.1K | 0.01% | +380+745.1% | Added |
| Catalyst Capital Advisors LLC | 425 | $100.7K | 0.00% | +425 | New |
| Farther Finance Advisors, LLC | 407 | $96.4K | 0.00% | +106+35.2% | Added |
| HM Payson & Co | 401 | $95.0K | 0.00% | +1+0.3% | Added |
| Activest Wealth Management | 400 | $94.8K | 0.03% | +400 | New |
| Paradigm Asset Management Co LLC | 398 | $94.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 390 | $92.4K | 0.01% | +90+30.0% | Added |