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, Q4 2024
Institutional positions in IQVIA Holdings Inc. as of Dec 31, 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
- 1,005
- −44 vs. Q3 2024
- Shares held
- 154.0M
- −1.15M (−0.7%) vs. Q3 2024
- Total value
- $30.3B
- −$6.42B (−17.5%) vs. Q3 2024
- New holders
- 130
- 328 more added
- Sold out
- 174
- 428 more reduced
17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transce3nd, LLC | 54 | $10.6K | 0.00% | +54 | New |
| Johnson Financial Group, Inc. | 53 | $10.7K | 0.00% | −560−91.4% | Reduced |
| Cedar Mountain Advisors, LLC | 55 | $10.8K | 0.00% | −10−15.4% | Reduced |
| Beacon Capital Management, LLC | 55 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 55 | $10.8K | 0.00% | +24+77.4% | Added |
| Cornerstone Planning Group LLC | 56 | $11.6K | 0.00% | +14+33.3% | Added |
| Quest 10 Wealth Builders, Inc. | 59 | $11.6K | 0.01% | +59 | New |
| Truvestments Capital LLC | 60 | $11.8K | 0.00% | −15−20.0% | Reduced |
| McIlrath & Eck, LLC | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 66 | $13.0K | 0.00% | −179−73.1% | Reduced |
| GW&K Investment Management, LLC | 64 | $13.0K | 0.00% | +11+20.8% | Added |
| Red Tortoise LLC | 67 | $13.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 72 | $14.1K | 0.01% | −5,748−98.8% | Reduced |
| Asset Dedication, LLC | 72 | $14.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 81 | $15.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 83 | $16.3K | 0.01% | +74+822.2% | Added |
| JFS Wealth Advisors, LLC | 90 | $17.7K | 0.00% | −17−15.9% | Reduced |
| Harbour Investments, Inc. | 91 | $17.9K | 0.00% | −18−16.5% | Reduced |
| Bogart Wealth, LLC | 96 | $18.9K | 0.00% | −36,470−99.7% | Reduced |
| WR Wealth Planners, LLC | 97 | $19.1K | 0.01% | +12+14.1% | Added |
| Duncker Streett & Co Inc | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $20.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 104 | $20.4K | 0.01% | +104 | New |
| Fedenia Advisers LLC | 108 | $21.2K | 0.01% | +108 | New |
| Oarsman Capital, Inc. | 111 | $21.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 115 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 116 | $22.8K | 0.02% | −129−52.7% | Reduced |
| Global Wealth Strategies & Associates | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $23.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 120 | $23.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $23.8K | 0.00% | −63−34.2% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $25.0K | 0.01% | +3+2.4% | Added |
| Larson Financial Group LLC | 131 | $25.7K | 0.00% | −300−69.6% | Reduced |
| Activest Wealth Management | 135 | $26.5K | 0.01% | −265−66.3% | Reduced |
| Riverview Trust Co | 135 | $26.5K | 0.02% | +5+3.8% | Added |
| Battery Global Advisors, LLC | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 151 | $29.7K | 0.01% | +19+14.4% | Added |
| Manchester Capital Management LLC | 165 | $32.4K | 0.00% | −51−23.6% | Reduced |
| J.Safra Asset Management Corp | 170 | $33.6K | 0.00% | −5−2.9% | Reduced |
| Creative Financial Designs Inc | 174 | $34.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 178 | $35.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 180 | $35.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 193 | $37.9K | 0.01% | +15+8.4% | Added |
| Hemington Wealth Management | 198 | $38.0K | 0.01% | −10−4.8% | Reduced |
| GKV Capital Management Co., Inc. | 200 | $39.3K | 0.02% | +200 | New |
| Live Oak Investment Partners | – | $39.3K | 0.03% | – | – |
| Hantz Financial Services, Inc. | 206 | $40.0K | 0.00% | −574−73.6% | Reduced |
| Synergy Financial Management, LLC | 169 | $40.0K | 0.00% | +169 | New |
| Cromwell Holdings LLC | 222 | $43.6K | 0.03% | −345−60.8% | Reduced |
| Lee Danner & Bass Inc | 225 | $44.2K | 0.00% | +225 | New |
| Quent Capital, LLC | 228 | $44.8K | 0.00% | +25+12.3% | Added |
| Concord Wealth Partners | 233 | $45.8K | 0.01% | −8−3.3% | Reduced |
| Zions Bancorporation, N.A. | 239 | $47.0K | 0.00% | +85+55.2% | Added |
| Covestor Ltd | 241 | $48.0K | 0.03% | −5−2.0% | Reduced |
| Peoples Bank | 252 | $49.5K | 0.03% | −50−16.6% | Reduced |
| MV Capital Management, Inc. | 271 | $53.3K | 0.01% | −48−15.0% | Reduced |
| Smithfield Trust Co | 274 | $54.0K | 0.00% | −408−59.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 280 | $55.0K | 0.05% | +280 | New |
| Ronald Blue Trust, Inc. | 283 | $55.6K | 0.00% | −747−72.5% | Reduced |
| Atlas Capital Advisors LLC | 290 | $57.0K | 0.01% | −100−25.6% | Reduced |
| Versant Capital Management, Inc | 295 | $58.0K | 0.01% | +93+46.0% | Added |
| SBI Securities Co., Ltd. | 307 | $60.3K | 0.00% | +307 | New |
| GPS Wealth Strategies Group, LLC | 313 | $61.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 340 | $66.8K | 0.00% | −67−16.5% | Reduced |
| Coppell Advisory Solutions LLC | 345 | $68.1K | 0.01% | −15−4.2% | Reduced |
| Atlantic Trust, LLC | 360 | $70.7K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 374 | $73.4K | 0.03% | −1,314−77.8% | Reduced |
| Thematics Asset Management | 388 | $76.2K | 0.00% | +388 | New |
| Leonteq Securities AG | 391 | $76.8K | 0.01% | +185+89.8% | Added |
| Paradigm Asset Management Co LLC | 398 | $78.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $78.6K | 0.00% | −1−0.2% | Reduced |
| Umb Bank N A | 401 | $78.8K | 0.00% | +169+72.8% | Added |
| Chilton Capital Management LLC | 401 | $78.8K | 0.00% | +138+52.5% | Added |
| Independence Bank of Kentucky | 406 | $79.8K | 0.01% | +185+83.7% | Added |
| Mather Group, LLC. | 419 | $82.3K | 0.00% | −152−26.6% | Reduced |
| Private Trust Co NA | 438 | $86.1K | 0.01% | −47−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 447 | $87.8K | 0.01% | +274+158.4% | Added |
| Colonial Trust Advisors | 450 | $88.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 464 | $91.2K | 0.00% | −345−42.6% | Reduced |
| Atala Financial Inc | 465 | $91.4K | 0.06% | +465 | New |
| Brown Brothers Harriman & Co | 466 | $91.6K | 0.00% | +384+468.3% | Added |
| Synergy Investment Management, LLC | 466 | $91.6K | 0.04% | +466 | New |
| Colonial Trust Co | 495 | $97.3K | 0.01% | +154+45.2% | Added |
| Parkside Financial Bank & Trust | 500 | $98.3K | 0.01% | +30+6.4% | Added |
| ORG Partners LLC | 513 | $100.8K | 0.01% | −7−1.3% | Reduced |
| Hall Laurie J Trustee | 540 | $106.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 540 | $106.1K | 0.01% | −24,124−97.8% | Reduced |
| Ofi Invest Asset Management | 578 | $109.7K | 0.00% | +578 | New |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $112.1K | 0.00% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 588 | $116.1K | 0.00% | −130,073−99.5% | Reduced |
| Wolff Wiese Magana LLC | 600 | $117.9K | 0.08% | −5−0.8% | Reduced |
| Salem Investment Counselors Inc | 612 | $120.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 619 | $121.6K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 638 | $125.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 685 | $135.0K | 0.06% | −112−14.1% | Reduced |