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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 2,894 | $568.7K | 0.01% | +346+13.6% | Added |
| Canada Post Corp Registered Pension Plan | 2,910 | $571.8K | 0.03% | +2,910 | New |
| GeoWealth Management, LLC | 2,912 | $572.2K | 0.02% | −604−17.2% | Reduced |
| Everence Capital Management Inc | 2,920 | $574.0K | 0.04% | −2,778−48.8% | Reduced |
| Diversified Trust Co | 2,922 | $574.2K | 0.01% | −79−2.6% | Reduced |
| We Are One Seven, LLC | 2,943 | $578.3K | 0.02% | −2,119−41.9% | Reduced |
| 1832 Asset Management L.P. | 2,997 | $588.9K | 0.00% | −103,839−97.2% | Reduced |
| S&CO Inc | 3,000 | $589.0K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,000 | $589.5K | 0.01% | −23,958−88.9% | Reduced |
| Flputnam Investment Management Co | 3,013 | $592.1K | 0.01% | −630−17.3% | Reduced |
| Perigon Wealth Management, LLC | 3,007 | $594.4K | 0.01% | +141+4.9% | Added |
| Great Lakes Retirement, Inc. | 3,055 | $600.4K | 0.08% | +179+6.2% | Added |
| Change Path, LLC | 3,065 | $602.3K | 0.02% | −102−3.2% | Reduced |
| LeClair Wealth Partners LLC | 3,091 | $607.4K | 0.40% | +3,091 | New |
| Client 1st Advisory Group, LLC | 3,122 | $613.5K | 0.24% | −36−1.1% | Reduced |
| HB Wealth Management, LLC | 3,127 | $614.5K | 0.01% | −886−22.1% | Reduced |
| Alps Advisors Inc | 3,131 | $615.3K | 0.00% | −40−1.3% | Reduced |
| Liberty One Investment Management, LLC | 3,143 | $617.6K | 0.07% | +143+4.8% | Added |
| Greenleaf Trust | 3,173 | $623.5K | 0.01% | −113−3.4% | Reduced |
| Allred Capital Management, LLC | 3,174 | $623.7K | 0.24% | −476−13.0% | Reduced |
| First Citizens Bank & Trust Co | 3,175 | $623.9K | 0.01% | −530−14.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,184 | $625.7K | 0.01% | +3,184 | New |
| Advisory Alpha, LLC | 3,189 | $626.7K | 0.02% | +492+18.2% | Added |
| Global Trust Asset Management, LLC | 3,228 | $634.3K | 0.24% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,283 | $645.1K | 0.19% | −49−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,285 | $645.5K | 0.26% | +551+20.2% | Added |
| Magnolia Capital Advisors LLC | 3,331 | $654.6K | 0.17% | +780+30.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,370 | $662.2K | 0.36% | −331−8.9% | Reduced |
| Birchbrook, Inc. | 3,371 | $662.4K | 0.38% | +25+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 3,500 | $687.8K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 3,502 | $688.2K | 0.27% | −110−3.0% | Reduced |
| Axq Capital, LP | 3,524 | $692.5K | 0.31% | +3,524 | New |
| First Hawaiian Bank | 3,535 | $694.7K | 0.02% | −1,189−25.2% | Reduced |
| Brighton Jones LLC | 3,575 | $702.6K | 0.02% | +2,537+244.4% | Added |
| Apollon Wealth Management, LLC | 3,578 | $703.1K | 0.02% | −1,296−26.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,589 | $705.3K | 0.01% | −55−1.5% | Reduced |
| Beacon Financial Group | 3,604 | $708.2K | 0.08% | −187−4.9% | Reduced |
| Stonebrook Private Inc. | 3,616 | $710.6K | 0.19% | −569−13.6% | Reduced |
| Coldstream Capital Management Inc | 3,656 | $718.4K | 0.02% | +179+5.1% | Added |
| Dimension Capital Management LLC | 3,685 | $724.1K | 0.12% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 3,689 | $724.9K | 0.41% | −197−5.1% | Reduced |
| APG Asset Management US Inc. | 3,767 | $740.3K | 0.01% | −3,981−51.4% | Reduced |
| Park Avenue Securities LLC | 3,863 | $759.0K | 0.01% | −98−2.5% | Reduced |
| Centaurus Financial, Inc. | 3,887 | $764.0K | 0.05% | −473−10.8% | Reduced |
| Advisory Services Network, LLC | 3,894 | $765.2K | 0.01% | −1,767−31.2% | Reduced |
| Herold Advisors, Inc. | 3,900 | $766.4K | 0.17% | −1,100−22.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,917 | $769.7K | 0.05% | −303−7.2% | Reduced |
| H&H Retirement Design & Management INC | 4,042 | $772.2K | 0.47% | −457−10.2% | Reduced |
| Wealthfront Advisers LLC | 4,014 | $788.8K | 0.00% | +523+15.0% | Added |
| Kinneret Advisory, LLC | 4,046 | $795.1K | 0.08% | −188−4.4% | Reduced |
| BBR Partners, LLC | 4,106 | $806.9K | 0.06% | +20.0% | Added |
| Humankind Investments LLC | 4,190 | $823.4K | 0.21% | +970+30.1% | Added |
| Gilliland Jeter Wealth Management LLC | 4,193 | $824.0K | 0.28% | +10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,255 | $836.1K | 0.03% | −2,912−40.6% | Reduced |
| Sciencast Management LP | 4,263 | $837.7K | 0.23% | +4,263 | New |
| GF Fund Management Co. Ltd. | 4,278 | $840.7K | 0.02% | +4,278 | New |
| NBT Bank N A | 4,288 | $842.6K | 0.06% | −834−16.3% | Reduced |
| Merit Financial Group, LLC | 4,293 | $843.6K | 0.02% | +1,060+32.8% | Added |
| Asio Capital, LLC | 4,304 | $845.8K | 0.16% | −6,233−59.2% | Reduced |
| V-Square Quantitative Management LLC | 4,370 | $858.7K | 0.12% | +110+2.6% | Added |
| Farringdon Capital, Ltd. | 4,376 | $859.9K | 0.36% | +4,376 | New |
| Virtu Financial LLC | 4,430 | $870.0K | 0.05% | −870−16.4% | Reduced |
| Applied Finance Capital Management, LLC | 4,477 | $879.8K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,494 | $883.2K | 0.01% | +388+9.4% | Added |
| Laurel Wealth Advisors LLC | 4,572 | $898.4K | 0.14% | +140+3.2% | Added |
| Cornerstone Advisors, LLC | 4,600 | $903.9K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,612 | $906.3K | 0.03% | −135−2.8% | Reduced |
| Sagespring Wealth Partners, LLC | 4,646 | $913.1K | 0.02% | +4,646 | New |
| Advisors Asset Management, Inc. | 4,650 | $913.8K | 0.02% | +1,805+63.4% | Added |
| Strategic Global Advisors, LLC | 4,668 | $917.3K | 0.17% | +285+6.5% | Added |
| Teza Capital Management LLC | 4,691 | $921.8K | 0.14% | −240−4.9% | Reduced |
| Bowman & Co S.C. | 4,712 | $925.8K | 0.48% | −691−12.8% | Reduced |
| Panagora Asset Management Inc | 4,719 | $927.3K | 0.00% | +3,345+243.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,759 | $935.2K | 0.00% | −20−0.4% | Reduced |
| Hickory Asset Management, Inc. | 4,787 | $940.7K | 0.80% | +4,787 | New |
| Papp L Roy & Associates | 4,804 | $944.0K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,813 | $945.8K | 0.01% | +1,376+40.0% | Added |
| Davy Global Fund Management Ltd | 4,857 | $954.4K | 0.11% | −862−15.1% | Reduced |
| Private Advisor Group, LLC | 4,869 | $956.8K | 0.01% | −877−15.3% | Reduced |
| Vega Investment Solutions | 4,968 | $976.3K | 0.80% | +4,968 | New |
| RSM US Wealth Management LLC | 5,173 | $1.02M | 0.01% | −322−5.9% | Reduced |
| Todd Asset Management LLC | 5,208 | $1.02M | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,209 | $1.02M | 0.02% | +821+18.7% | Added |
| Shell Asset Management Co | 5,293 | $1.04M | 0.05% | +699+15.2% | Added |
| Chapman Financial Group, LLC | 5,398 | $1.06M | 0.85% | +5,398 | New |
| GTS Securities LLC | 5,417 | $1.06M | 0.05% | −8−0.1% | Reduced |
| Allstate Corp | 5,420 | $1.07M | 0.03% | +5,420 | New |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.07M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,475 | $1.08M | 0.02% | −14−0.3% | Reduced |
| Triglav Skladi, D.O.O. | 5,500 | $1.08M | 0.09% | +5,500 | New |
| Tokio Marine Asset Management Co Ltd | 5,508 | $1.08M | 0.04% | +240+4.6% | Added |
| Concurrent Investment Advisors, LLC | 5,514 | $1.08M | 0.03% | −165−2.9% | Reduced |
| Dohj, LLC | 5,520 | $1.08M | 0.25% | +182+3.4% | Added |
| QRG Capital Management, Inc. | 5,532 | $1.09M | 0.01% | −658−10.6% | Reduced |
| Kestra Advisory Services, LLC | 5,601 | $1.10M | 0.01% | −1,117−16.6% | Reduced |
| Qtron Investments LLC | 5,616 | $1.10M | 0.15% | +2,313+70.0% | Added |
| Nomura Holdings Inc | 5,685 | $1.12M | 0.01% | +5,685 | New |
| Intact Investment Management Inc. | 5,700 | $1.12M | 0.04% | +2,520+79.2% | Added |
| Stratos Wealth Partners, LTD. | 5,725 | $1.13M | 0.02% | −319−5.3% | Reduced |
| Blair William & Co | 5,742 | $1.13M | 0.00% | +1,699+42.0% | Added |