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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,656 | $325.4K | 0.02% | +137+9.0% | Added |
| Alliance Wealth Advisors, LLC | 1,660 | $326.2K | 0.19% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,664 | $327.0K | 0.06% | +225+15.6% | Added |
| Headlands Technologies LLC | 1,675 | $329.2K | 0.03% | +1,338+397.0% | Added |
| Ameritas Investment Partners, Inc. | 1,680 | $330.1K | 0.01% | −74−4.2% | Reduced |
| Mutual Advisors, LLC | 1,689 | $333.8K | 0.01% | +218+14.8% | Added |
| WS Portfolio Advisory, LLC | 1,700 | $334.1K | 1.36% | +1,700 | New |
| Hilltop Holdings Inc. | 1,708 | $335.6K | 0.02% | −174−9.2% | Reduced |
| ICONIQ Capital, LLC | 1,712 | $336.4K | 0.01% | +1,712 | New |
| Atria Wealth Solutions, Inc. | 1,716 | $337.2K | 0.00% | −831−32.6% | Reduced |
| Independent Advisor Alliance | 1,729 | $339.8K | 0.00% | +574+49.7% | Added |
| KRS Capital Management, LLC | 1,750 | $343.9K | 0.24% | −15−0.8% | Reduced |
| Cumberland Partners Ltd | 1,759 | $345.7K | 0.02% | +99+6.0% | Added |
| Rainier Family Wealth Inc | 1,764 | $346.6K | 0.42% | +1,764 | New |
| AlTi Global, Inc. | 1,786 | $352.5K | 0.01% | +1,786 | New |
| Lebenthal Global Advisors, LLC | 1,794 | $352.5K | 0.06% | −945−34.5% | Reduced |
| Continuum Advisory, LLC | 1,803 | $354.3K | 0.05% | +64+3.7% | Added |
| Callan Family Office, LLC | 1,805 | $354.7K | 0.02% | +1,805 | New |
| Edge Capital Group, LLC | 13,096 | $356.1K | 0.02% | +11,284+622.7% | Added |
| Bessemer Group Inc | 1,819 | $357.0K | 0.00% | −1,213−40.0% | Reduced |
| R Squared Ltd | 1,830 | $359.6K | 0.35% | +1,830 | New |
| Cigna Investments Inc | 1,835 | $361.0K | 0.06% | −33−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,839 | $361.4K | 0.02% | +381+26.1% | Added |
| Summit Trail Advisors, LLC | 1,855 | $364.5K | 0.01% | +587+46.3% | Added |
| Peterson Wealth Services | 1,860 | $365.5K | 0.11% | +305+19.6% | Added |
| Roberts Capital Advisors, LLC | 1,864 | $366.3K | 0.31% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,877 | $368.8K | 0.04% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,900 | $373.4K | 0.05% | −200−9.5% | Reduced |
| Achmea Investment Management B.V. | 1,914 | $376.0K | 0.01% | −29,356−93.9% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $377.3K | 0.03% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,861 | $383.4K | 0.18% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,956 | $384.4K | 0.14% | −21−1.1% | Reduced |
| Wetherby Asset Management Inc | 1,995 | $392.0K | 0.02% | −136−6.4% | Reduced |
| Milestone Asset Management, LLC | 1,998 | $392.6K | 0.09% | +204+11.4% | Added |
| Siemens Fonds Invest GmbH | 1,989 | $392.7K | 0.04% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,000 | $393.0K | 0.11% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,001 | $393.2K | 0.01% | −11−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 2,011 | $395.2K | 0.02% | −63−3.0% | Reduced |
| NorthRock Partners, LLC | 2,020 | $396.9K | 0.01% | +62+3.2% | Added |
| Michael B. Yongue | 2,023 | $397.5K | 0.31% | −43−2.1% | Reduced |
| E Fund Management Co., Ltd. | 2,024 | $397.7K | 0.02% | −2,169−51.7% | Reduced |
| Level Four Advisory Services, LLC | 2,063 | $405.4K | 0.02% | −16−0.8% | Reduced |
| Forum Financial Management, LP | 2,067 | $406.2K | 0.01% | +718+53.2% | Added |
| MSH Capital Advisors LLC | 2,125 | $417.6K | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,127 | $418.0K | 0.02% | −8,382−79.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,137 | $419.9K | 0.27% | −69−3.1% | Reduced |
| Rathbone Brothers plc | 2,160 | $424.5K | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,166 | $425.6K | 0.08% | +98+4.7% | Added |
| Kuhn & Co Investment Counsel | 2,175 | $427.4K | 0.36% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,177 | $427.8K | 0.26% | −418−16.1% | Reduced |
| Meridian Wealth Management, LLC | 2,179 | $428.2K | 0.02% | −10.0% | Reduced |
| HighPoint Advisor Group LLC | 2,133 | $428.5K | 0.02% | +395+22.7% | Added |
| Strategic Blueprint, LLC | 2,185 | $429.4K | 0.03% | −491−18.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,188 | $430.0K | 0.12% | −49−2.2% | Reduced |
| Trust Asset Management LLC | 2,194 | $431.1K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,214 | $435.1K | 0.00% | −50,364−95.8% | Reduced |
| IVC Wealth Advisors LLC | 2,269 | $445.9K | 0.25% | −207−8.4% | Reduced |
| Busey Wealth Management | 2,282 | $448.4K | 0.01% | −36−1.6% | Reduced |
| Davenport & Co LLC | 2,296 | $451.2K | 0.00% | −17,518−88.4% | Reduced |
| Snowden Capital Advisors LLC | 2,309 | $453.7K | 0.01% | −209−8.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,318 | $456.0K | 0.01% | −921−28.4% | Reduced |
| ProVise Management Group, LLC | 2,324 | $456.7K | 0.04% | −85−3.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,268 | $456.9K | 0.01% | −72−3.1% | Reduced |
| Haven Private, LLC | 2,326 | $457.1K | 0.26% | +2,326 | New |
| Waldron Private Wealth LLC | 2,361 | $464.0K | 0.02% | −56−2.3% | Reduced |
| Horizon Investments, LLC | 2,369 | $465.5K | 0.01% | +19+0.8% | Added |
| National Asset Management, Inc. | 2,384 | $468.5K | 0.02% | −402−14.4% | Reduced |
| Holderness Investments Co | 2,391 | $469.9K | 0.10% | +445+22.9% | Added |
| Silver Oak Securities, Inc | 2,380 | $470.0K | 0.04% | +363+18.0% | Added |
| Oregon Pacific Wealth Management, LLC | 2,393 | $470.2K | 0.46% | +2,393 | New |
| Profund Advisors LLC | 2,427 | $476.9K | 0.02% | −354−12.7% | Reduced |
| Brown Advisory Inc | 2,434 | $478.3K | 0.00% | +233+10.6% | Added |
| Malaga Cove Capital, LLC | 2,442 | $479.9K | 0.19% | +1,069+77.9% | Added |
| Intech Investment Management LLC | 2,444 | $480.3K | 0.00% | +1,501+159.2% | Added |
| Jasper Ridge Partners, L.P. | 2,463 | $484.0K | 0.02% | +4+0.2% | Added |
| Sig Brokerage, LP | 2,477 | $486.8K | 0.23% | +2,477 | New |
| PKO Investment Management Joint-Stock Co | 2,500 | $491.3K | 0.06% | +1,000+66.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,520 | $496.0K | 0.00% | +544+27.5% | Added |
| Pitcairn Co | 2,532 | $497.6K | 0.03% | +203+8.7% | Added |
| MUFG Securities Americas Inc. | 2,546 | $500.3K | 0.06% | +2,546 | New |
| Fairtree Asset Management (Pty) Ltd | 2,559 | $502.9K | 0.48% | +2,559 | New |
| Great Lakes Advisors, LLC | 2,562 | $503.5K | 0.00% | −161−5.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,568 | $504.6K | 0.36% | +2,568 | New |
| Inspire Advisors, LLC | 2,584 | $507.8K | 0.06% | +236+10.1% | Added |
| Abound Financial, LLC | 2,605 | $511.9K | 0.26% | +2,605 | New |
| Fulton Bank, N.A. | 2,605 | $511.9K | 0.02% | −2,364−47.6% | Reduced |
| Inceptionr LLC | 2,610 | $512.9K | 0.11% | +2,610 | New |
| Wall Street Access Asset Management, LLC | 2,625 | $515.8K | 0.19% | −997−27.5% | Reduced |
| Unigestion Holding SA | 2,643 | $519.4K | 0.03% | +444+20.2% | Added |
| Principal Street Partners, LLC | 2,644 | $519.6K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,653 | $521.3K | 0.01% | +32+1.2% | Added |
| CAPROCK Group, Inc. | 2,715 | $533.5K | 0.02% | −288−9.6% | Reduced |
| Fox Run Management, L.L.C. | 2,753 | $541.0K | 0.10% | +2,753 | New |
| Integrated Wealth Concepts LLC | 2,761 | $542.6K | 0.01% | +566+25.8% | Added |
| United Capital Financial Advisers, LLC | 2,786 | $547.5K | 0.00% | −777−21.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,788 | $547.9K | 0.02% | −9,354−77.0% | Reduced |
| AE Wealth Management LLC | 2,798 | $549.8K | 0.00% | −12,544−81.8% | Reduced |
| Vident Advisory, LLC | 2,805 | $551.2K | 0.01% | −38−1.3% | Reduced |
| Citizens Financial Group Inc | 2,820 | $554.2K | 0.01% | +357+14.5% | Added |
| Baldwin Investment Management, LLC | 2,865 | $563.0K | 0.07% | −683−19.3% | Reduced |