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 |
|---|---|---|---|---|---|
| Central Trust Co | 704 | $138.3K | 0.00% | +14+2.0% | Added |
| Spire Wealth Management | 733 | $144.0K | 0.00% | +220+42.9% | Added |
| MAI Capital Management | 735 | $144.4K | 0.00% | −189−20.5% | Reduced |
| LRI Investments, LLC | 24,072 | $157.0K | 0.02% | +249+1.0% | Added |
| Skopos Labs, Inc. | 835 | $164.1K | 0.05% | −1−0.1% | Reduced |
| Western Pacific Wealth Management, LP | 845 | $166.1K | 0.13% | +260+44.4% | Added |
| State of Wyoming | 851 | $167.2K | 0.02% | +293+52.5% | Added |
| Smartleaf Asset Management LLC | 857 | $169.2K | 0.02% | −131−13.3% | Reduced |
| Anchor Investment Management, LLC | 900 | $176.9K | 0.02% | −28−3.0% | Reduced |
| Lindbrook Capital, LLC | 910 | $178.8K | 0.02% | −13−1.4% | Reduced |
| Stance Capital LLC | 928 | $182.4K | 0.11% | +928 | New |
| Quadrant Capital Group LLC | 928 | $182.4K | 0.01% | +90+10.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $184.7K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 951 | $186.9K | 0.01% | −80−7.8% | Reduced |
| Proequities, Inc. | 927 | $190.4K | 0.01% | −249−21.2% | Reduced |
| Icon Wealth Advisors, LLC | 979 | $192.4K | 0.02% | −2−0.2% | Reduced |
| Allworth Financial LP | 960 | $197.1K | 0.00% | +22+2.3% | Added |
| Millstone Evans Group, LLC | 1,006 | $197.7K | 0.13% | +1,006 | New |
| Financial Insights, Inc. | 1,019 | $200.2K | 0.07% | −893−46.7% | Reduced |
| Choate Investment Advisors | 1,022 | $200.8K | 0.00% | +102+11.1% | Added |
| Sentinus, LLC | 1,039 | $204.2K | 0.06% | −4−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,042 | $204.8K | 0.15% | +5+0.5% | Added |
| Savant Capital, LLC | 1,070 | $210.3K | 0.00% | +1,070 | New |
| Groupama Asset Managment | 1,079 | $213.0K | 0.00% | −5,047−82.4% | Reduced |
| Allianz SE | 1,080 | $213.2K | 0.01% | −990−47.8% | Reduced |
| PUREfi Wealth, LLC | 1,090 | $214.2K | 0.21% | +1,090 | New |
| Net Worth Advisory Group | 1,091 | $214.4K | 0.07% | −1−0.1% | Reduced |
| denkapparat Operations GmbH | 1,092 | $214.6K | 0.32% | +1,092 | New |
| Equitable Holdings, Inc. | 1,106 | $217.3K | 0.00% | −25−2.2% | Reduced |
| IFP Advisors, Inc | 1,111 | $218.4K | 0.01% | +16+1.5% | Added |
| Ostrum Asset Management | 1,134 | $222.8K | 0.02% | −48−4.1% | Reduced |
| Trueblood Wealth Management, LLC | 1,135 | $223.0K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 1,138 | $223.6K | 0.02% | +289+34.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,146 | $225.1K | 0.03% | −272−19.2% | Reduced |
| Howard Capital Management Inc. | 1,147 | $225.4K | 0.00% | +54+4.9% | Added |
| BSW Wealth Partners | 1,147 | $225.4K | 0.03% | −269−19.0% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $226.0K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,160 | $228.0K | 0.00% | −20,452−94.6% | Reduced |
| Westpac Banking Corp | 1,168 | $229.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,172 | $230.3K | 0.01% | +169+16.8% | Added |
| CX Institutional | 1,176 | $231.1K | 0.01% | −395−25.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,182 | $232.2K | 0.01% | −726−38.1% | Reduced |
| Otter Creek Advisors, LLC | 1,196 | $235.0K | 0.16% | −258−17.7% | Reduced |
| Ancora Advisors, LLC | 1,201 | $236.0K | 0.01% | +33+2.8% | Added |
| Graypoint LLC | 1,214 | $238.6K | 0.01% | −48−3.8% | Reduced |
| Jones Financial Companies LLLP | 1,215 | $238.8K | 0.00% | +441+57.0% | Added |
| Petrus Trust Company, LTA | 1,223 | $240.3K | 0.02% | +1,223 | New |
| Aspire Growth Partners LLC | 1,226 | $240.9K | 0.24% | +1,226 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,233 | $242.3K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,236 | $242.9K | 0.01% | −169−12.0% | Reduced |
| Cypress Wealth Services, LLC | 1,243 | $244.3K | 0.05% | +57+4.8% | Added |
| Aprio Wealth Management, LLC | 1,255 | $246.6K | 0.04% | −292−18.9% | Reduced |
| Penserra Capital Management LLC | 1,270 | $247.0K | 0.00% | +420+49.4% | Added |
| Veracity Capital LLC | 1,266 | $248.8K | 0.09% | −51−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,286 | $252.7K | 0.02% | +58+4.7% | Added |
| Vise Technologies, Inc. | 1,295 | $254.5K | 0.02% | +1,295 | New |
| Meiji Yasuda Life Insurance Co | 1,313 | $258.0K | 0.00% | −270−17.1% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $259.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,334 | $262.1K | 0.01% | +1,334 | New |
| Gsa Capital Partners LLP | 1,351 | $265.0K | 0.02% | +381+39.3% | Added |
| Platform Technology Partners | 1,350 | $265.3K | 0.08% | +10+0.7% | Added |
| Venturi Wealth Management, LLC | 1,361 | $267.5K | 0.01% | +1,193+710.1% | Added |
| Berry Wealth Group, LP | 1,364 | $268.0K | 0.19% | −454−25.0% | Reduced |
| Aspire Private Capital, LLC | 1,368 | $268.8K | 0.07% | −3,128−69.6% | Reduced |
| Geller Advisors LLC | 1,372 | $269.6K | 0.02% | −25−1.8% | Reduced |
| Phoenix Holdings Ltd. | 1,378 | $270.8K | 0.00% | +241+21.2% | Added |
| Broadway Wealth Solutions, Inc. | 1,396 | $274.3K | 0.21% | +1,396 | New |
| EntryPoint Capital, LLC | 1,403 | $275.7K | 0.12% | +1,403 | New |
| GAMMA Investing LLC | 1,406 | $276.3K | 0.02% | +305+27.7% | Added |
| Ballentine Partners, LLC | 1,408 | $276.7K | 0.00% | +42+3.1% | Added |
| Peapack Gladstone Financial Corp | 1,416 | $278.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,429 | $280.8K | 0.04% | +1,429 | New |
| Lyell Wealth Management, LP | 1,431 | $281.2K | 0.03% | −200−12.3% | Reduced |
| Nova R Wealth, Inc. | 1,440 | $283.0K | 0.14% | +1+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,443 | $283.6K | 0.00% | +1,443 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,454 | $285.7K | 0.07% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 1,471 | $289.1K | 0.01% | −147−9.1% | Reduced |
| Martingale Asset Management L P | 1,478 | $290.4K | 0.01% | −28,489−95.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,482 | $291.2K | 0.02% | +131+9.7% | Added |
| Angeles Wealth Management, LLC | 1,498 | $294.4K | 0.02% | −102−6.4% | Reduced |
| Northeast Financial Consultants Inc | 1,500 | $294.8K | 0.01% | −1,040−40.9% | Reduced |
| Virtue Capital Management, LLC | 1,508 | $296.3K | 0.06% | +25+1.7% | Added |
| Gladstone Institutional Advisory LLC | 1,509 | $296.5K | 0.01% | −14−0.9% | Reduced |
| Everpar Advisors LLC | 1,515 | $297.7K | 0.15% | −77−4.8% | Reduced |
| Pallas Capital Advisors LLC | 1,519 | $298.5K | 0.01% | +1,519 | New |
| Fukoku Mutual Life Insurance Co | 1,522 | $299.1K | 0.02% | +305+25.1% | Added |
| Appleton Partners Inc | 1,536 | $302.0K | 0.02% | −30,655−95.2% | Reduced |
| Ellevest, Inc. | 1,547 | $304.0K | 0.02% | −275−15.1% | Reduced |
| Wexford Capital LP | 1,569 | $308.3K | 0.08% | +617+64.8% | Added |
| MTM Investment Management, LLC | 1,573 | $309.1K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,538 | $312.6K | 0.02% | −504−24.7% | Reduced |
| Zacks Investment Management | 1,611 | $316.6K | 0.00% | +37+2.4% | Added |
| Center for Financial Planning, Inc. | 1,612 | $316.8K | 0.04% | 00.0% | Unchanged |
| Groupe la Francaise | 1,600 | $317.0K | 0.01% | +1,600 | New |
| Blueshift Asset Management, LLC | 1,616 | $317.6K | 0.12% | −2,100−56.5% | Reduced |
| Gratus Wealth Advisors, LLC | 1,619 | $318.1K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 1,619 | $318.1K | 0.04% | +1,619 | New |
| Tranquilli Financial Advisor LLC | 1,621 | $318.5K | 0.20% | −30−1.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,638 | $321.9K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,580 | $322.8K | 0.01% | +627+65.8% | Added |