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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,465 | $1.13M | 0.01% | −9,745−64.1% | Reduced |
| Foundations Investment Advisors, LLC | 5,775 | $1.13M | 0.02% | −159−2.7% | Reduced |
| Clearstead Advisors, LLC | 5,885 | $1.16M | 0.02% | −6−0.1% | Reduced |
| GAM Holding AG | 5,890 | $1.16M | 0.09% | −469−7.4% | Reduced |
| Stablepoint Partners, LLC | 5,950 | $1.17M | 0.21% | +500+9.2% | Added |
| PFG Advisors | 6,068 | $1.19M | 0.07% | +1,893+45.3% | Added |
| North Star Asset Management Inc | 6,140 | $1.21M | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,153 | $1.21M | 0.01% | −3,700−37.6% | Reduced |
| Natixis | 6,206 | $1.22M | 0.01% | −5,541−47.2% | Reduced |
| Empirical Finance, LLC | 6,222 | $1.22M | 0.07% | −78−1.2% | Reduced |
| Byrne Asset Management LLC | 6,226 | $1.22M | 0.87% | −38−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 6,262 | $1.23M | 0.10% | +2,293+57.8% | Added |
| Highland Capital Management, LLC | 6,393 | $1.26M | 0.07% | +6,393 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,467 | $1.27M | 0.19% | +142+2.2% | Added |
| Sanctuary Advisors, LLC | 6,437 | $1.30M | 0.01% | +939+17.1% | Added |
| Quest Partners LLC | 6,614 | $1.30M | 0.17% | +4,544+219.5% | Added |
| Vestcor Inc | 6,615 | $1.30M | 0.04% | −5−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,618 | $1.30M | 0.09% | −1,004−13.2% | Reduced |
| Crux Wealth Advisors | 6,623 | $1.30M | 0.72% | +6,623 | New |
| BNP Paribas | 6,608 | $1.30M | 0.05% | +2,280+52.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,642 | $1.31M | 0.09% | −8,308−55.6% | Reduced |
| Wolverine Trading, LLC | 6,630 | $1.31M | 0.03% | +3,701+126.4% | Added |
| MidWestOne Financial Group, Inc. | 6,805 | $1.34M | 0.19% | +2,019+42.2% | Added |
| AXS Investments LLC | 6,863 | $1.35M | 0.38% | +1,672+32.2% | Added |
| Central Valley Advisors, LLC | 6,871 | $1.35M | 0.61% | +751+12.3% | Added |
| Plato Investment Management Ltd | 6,944 | $1.37M | 0.10% | +2,836+69.0% | Added |
| Power Wealth Management LLC | 6,976 | $1.37M | 0.57% | +283+4.2% | Added |
| Mattson Financial Services, LLC | 5,844 | $1.38M | 0.44% | +1,011+20.9% | Added |
| Fiduciary Trust Co | 7,063 | $1.39M | 0.02% | +917+14.9% | Added |
| Maxwell Wealth Strategies Inc. | 7,135 | $1.40M | 0.57% | −4,435−38.3% | Reduced |
| Twin City Private Wealth, LLC | 7,163 | $1.41M | 1.24% | +16+0.2% | Added |
| Suvretta Capital Management, LLC | 7,175 | $1.41M | 0.05% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 7,231 | $1.42M | 0.33% | −2,029−21.9% | Reduced |
| Cary Street Partners Financial LLC | 7,237 | $1.42M | 0.05% | +7,237 | New |
| Jump Financial, LLC | 7,241 | $1.42M | 0.03% | −26,626−78.6% | Reduced |
| Carret Asset Management, LLC | 7,291 | $1.43M | 0.16% | −20−0.3% | Reduced |
| Terra Alpha Investments LLC | 7,297 | $1.43M | 1.45% | +7,297 | New |
| Kovack Advisors, Inc. | 7,340 | $1.44M | 0.14% | +7,340 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,383 | $1.45M | 0.19% | +661+9.8% | Added |
| Stamos Capital Partners, L.P. | 7,580 | $1.49M | 0.35% | +7,580 | New |
| Omers Administration Corp | 7,595 | $1.49M | 0.01% | +1,276+20.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,598 | $1.49M | 0.11% | +7,598 | New |
| Unique Wealth Strategies, LLC | 7,610 | $1.50M | 0.66% | −1,557−17.0% | Reduced |
| Boston Financial Mangement LLC | 7,694 | $1.51M | 0.05% | +50+0.7% | Added |
| Captrust Financial Advisors | 7,804 | $1.53M | 0.00% | −384−4.7% | Reduced |
| Aigen Investment Management, LP | 7,873 | $1.55M | 0.27% | +7,873 | New |
| Bleakley Financial Group, LLC | 7,881 | $1.55M | 0.05% | +2,281+40.7% | Added |
| Raiffeisen Bank International AG | 7,960 | $1.57M | 0.02% | +7,960 | New |
| Regions Financial Corp | 8,097 | $1.59M | 0.01% | −1,700−17.4% | Reduced |
| Illinois Municipal Retirement Fund | 8,168 | $1.61M | 0.02% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,909 | $1.61M | 1.00% | +136+2.4% | Added |
| Geneos Wealth Management Inc. | 8,224 | $1.62M | 0.06% | +13+0.2% | Added |
| Smith Group Asset Management, LLC | 8,224 | $1.62M | 0.12% | +8,224 | New |
| Norinchukin Bank, The | 8,248 | $1.62M | 0.03% | +872+11.8% | Added |
| Cape Investment Advisory, Inc. | 8,295 | $1.63M | 0.64% | −63−0.8% | Reduced |
| New Mexico Educational Retirement Board | 8,300 | $1.63M | 0.05% | −600−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,341 | $1.64M | 0.01% | −1,142−12.0% | Reduced |
| E. Ohman J:or Asset Management AB | 8,361 | $1.64M | 0.04% | +900+12.1% | Added |
| Avantax Advisory Services, Inc. | 8,483 | $1.67M | 0.01% | −1,529−15.3% | Reduced |
| Knollwood Investment Advisory, LLC | 8,700 | $1.71M | 0.18% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 8,704 | $1.71M | 1.08% | +662+8.2% | Added |
| Parsons Capital Management Inc | 8,916 | $1.75M | 0.10% | −890−9.1% | Reduced |
| Bryn Mawr Trust Co | 9,002 | $1.77M | 0.03% | −745−7.6% | Reduced |
| Bridges Investment Management Inc | 9,015 | $1.77M | 0.02% | −154−1.7% | Reduced |
| Keybank National Association | 9,021 | $1.77M | 0.01% | −661−6.8% | Reduced |
| Vinva Investment Management Ltd | 9,110 | $1.80M | 0.07% | +786+9.4% | Added |
| Parallel Advisors, LLC | 9,165 | $1.80M | 0.04% | −67−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,180 | $1.82M | 0.02% | −5,549−37.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,251 | $1.82M | 0.66% | +842+10.0% | Added |
| Securian Asset Management, Inc | 9,255 | $1.82M | 0.05% | −323−3.4% | Reduced |
| Louisiana State Employees Retirement System | 9,300 | $1.83M | 0.03% | −400−4.1% | Reduced |
| Arvest Investments, Inc. | 9,350 | $1.84M | 0.29% | −715−7.1% | Reduced |
| Maryland State Retirement & Pension System | 9,624 | $1.89M | 0.04% | −674−6.5% | Reduced |
| Hanson & Doremus Investment Management | 9,775 | $1.92M | 0.30% | +2,180+28.7% | Added |
| Stonebridge Capital Advisors LLC | 9,786 | $1.92M | 0.15% | −1,135−10.4% | Reduced |
| Wellington Management Group LLP | 9,791 | $1.92M | 0.00% | +1,106+12.7% | Added |
| First Business Financial Services, Inc. | 9,806 | $1.93M | 0.19% | +253+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,861 | $1.94M | 0.00% | +4,483+83.4% | Added |
| HF Advisory Group, LLC | 9,892 | $1.94M | 0.89% | +2,419+32.4% | Added |
| Sumitomo Life Insurance Co | 9,904 | $1.95M | 0.04% | −164−1.6% | Reduced |
| TownSquare Capital, LLC | 9,941 | $1.95M | 0.02% | −2,273−18.6% | Reduced |
| Prospera Financial Services Inc | 9,967 | $1.96M | 0.05% | +8,934+864.9% | Added |
| Metis Global Partners, LLC | 10,023 | $1.97M | 0.06% | +1,633+19.5% | Added |
| Sterling Capital Management LLC | 10,053 | $1.98M | 0.03% | −104,041−91.2% | Reduced |
| Oppenheimer Asset Management Inc. | 10,168 | $2.00M | 0.02% | −3,192−23.9% | Reduced |
| Generali Asset Management SPA SGR | 10,197 | $2.00M | 0.05% | +10,197 | New |
| Envestnet Portfolio Solutions, Inc. | 10,217 | $2.01M | 0.01% | −2,779−21.4% | Reduced |
| Sava Infond d.o.o. | 10,250 | $2.01M | 0.36% | +10,250 | New |
| Quantitative Investment Management, LLC | 10,297 | $2.02M | 0.15% | +10,297 | New |
| NEOS Investment Management LLC | 10,528 | $2.07M | 0.05% | +2,488+30.9% | Added |
| Mercer Global Advisors Inc | 10,610 | $2.08M | 0.01% | −2,606−19.7% | Reduced |
| Hartford Investment Management Co | 10,640 | $2.09M | 0.07% | −265−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,707 | $2.10M | 0.04% | +4,632+76.2% | Added |
| Citizens Business Bank | 8,510 | $2.11M | 0.39% | −2,579−23.3% | Reduced |
| Teacher Retirement System of Texas | 10,753 | $2.11M | 0.01% | −101,572−90.4% | Reduced |
| Global Retirement Partners, LLC | 10,798 | $2.12M | 0.06% | +112+1.0% | Added |
| Nisa Investment Advisors, LLC | 10,835 | $2.13M | 0.01% | −511−4.5% | Reduced |
| Smith, Salley & Associates | 11,106 | $2.18M | 0.14% | +713+6.9% | Added |
| Graham Capital Management, L.P. | 11,201 | $2.20M | 0.07% | +11,201 | New |
| Carmel Capital Partners, LLC | 11,396 | $2.24M | 0.90% | +3,838+50.8% | Added |