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 | 940 | $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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 11,935 | $2.35M | 0.11% | −259−2.1% | Reduced |
| Pathstone Holdings, LLC | 11,934 | $2.35M | 0.01% | −2,558−17.7% | Reduced |
| Kentucky Retirement Systems | 11,901 | $2.34M | 0.07% | −164−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 11,738 | $2.32M | 0.25% | −534−4.4% | Reduced |
| CWM, LLC | 11,579 | $2.27M | 0.01% | +5,876+103.0% | Added |
| Carmel Capital Partners, LLC | 11,396 | $2.24M | 0.90% | +3,838+50.8% | Added |
| Graham Capital Management, L.P. | 11,201 | $2.20M | 0.07% | +11,201 | New |
| Smith, Salley & Associates | 11,106 | $2.18M | 0.14% | +713+6.9% | Added |
| Nisa Investment Advisors, LLC | 10,835 | $2.13M | 0.01% | −511−4.5% | Reduced |
| Global Retirement Partners, LLC | 10,798 | $2.12M | 0.06% | +112+1.0% | Added |
| Teacher Retirement System of Texas | 10,753 | $2.11M | 0.01% | −101,572−90.4% | Reduced |
| Citizens Business Bank | 8,510 | $2.11M | 0.39% | −2,579−23.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,707 | $2.10M | 0.04% | +4,632+76.2% | Added |
| Hartford Investment Management Co | 10,640 | $2.09M | 0.07% | −265−2.4% | Reduced |
| Mercer Global Advisors Inc | 10,610 | $2.08M | 0.01% | −2,606−19.7% | Reduced |
| NEOS Investment Management LLC | 10,528 | $2.07M | 0.05% | +2,488+30.9% | Added |
| Quantitative Investment Management, LLC | 10,297 | $2.02M | 0.15% | +10,297 | New |
| Sava Infond d.o.o. | 10,250 | $2.01M | 0.36% | +10,250 | New |
| Envestnet Portfolio Solutions, Inc. | 10,217 | $2.01M | 0.01% | −2,779−21.4% | Reduced |
| Generali Asset Management SPA SGR | 10,197 | $2.00M | 0.05% | +10,197 | New |
| Oppenheimer Asset Management Inc. | 10,168 | $2.00M | 0.02% | −3,192−23.9% | Reduced |
| Sterling Capital Management LLC | 10,053 | $1.98M | 0.03% | −104,041−91.2% | Reduced |
| Metis Global Partners, LLC | 10,023 | $1.97M | 0.06% | +1,633+19.5% | Added |
| Prospera Financial Services Inc | 9,967 | $1.96M | 0.05% | +8,934+864.9% | Added |
| TownSquare Capital, LLC | 9,941 | $1.95M | 0.02% | −2,273−18.6% | Reduced |
| Sumitomo Life Insurance Co | 9,904 | $1.95M | 0.04% | −164−1.6% | Reduced |
| HF Advisory Group, LLC | 9,892 | $1.94M | 0.89% | +2,419+32.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,861 | $1.94M | 0.00% | +4,483+83.4% | Added |
| First Business Financial Services, Inc. | 9,806 | $1.93M | 0.19% | +253+2.6% | Added |
| Wellington Management Group LLP | 9,791 | $1.92M | 0.00% | +1,106+12.7% | Added |
| Stonebridge Capital Advisors LLC | 9,786 | $1.92M | 0.15% | −1,135−10.4% | Reduced |
| Hanson & Doremus Investment Management | 9,775 | $1.92M | 0.30% | +2,180+28.7% | Added |
| Maryland State Retirement & Pension System | 9,624 | $1.89M | 0.04% | −674−6.5% | Reduced |
| Arvest Investments, Inc. | 9,350 | $1.84M | 0.29% | −715−7.1% | Reduced |
| Louisiana State Employees Retirement System | 9,300 | $1.83M | 0.03% | −400−4.1% | Reduced |
| Securian Asset Management, Inc | 9,255 | $1.82M | 0.05% | −323−3.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,251 | $1.82M | 0.66% | +842+10.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,180 | $1.82M | 0.02% | −5,549−37.7% | Reduced |
| Parallel Advisors, LLC | 9,165 | $1.80M | 0.04% | −67−0.7% | Reduced |
| Vinva Investment Management Ltd | 9,110 | $1.80M | 0.07% | +786+9.4% | Added |
| Keybank National Association | 9,021 | $1.77M | 0.01% | −661−6.8% | Reduced |
| Bridges Investment Management Inc | 9,015 | $1.77M | 0.02% | −154−1.7% | Reduced |
| Bryn Mawr Trust Co | 9,002 | $1.77M | 0.03% | −745−7.6% | Reduced |
| Parsons Capital Management Inc | 8,916 | $1.75M | 0.10% | −890−9.1% | Reduced |
| Copperleaf Capital, LLC | 8,704 | $1.71M | 1.08% | +662+8.2% | Added |
| Knollwood Investment Advisory, LLC | 8,700 | $1.71M | 0.18% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,483 | $1.67M | 0.01% | −1,529−15.3% | Reduced |
| E. Ohman J:or Asset Management AB | 8,361 | $1.64M | 0.04% | +900+12.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,341 | $1.64M | 0.01% | −1,142−12.0% | Reduced |
| New Mexico Educational Retirement Board | 8,300 | $1.63M | 0.05% | −600−6.7% | Reduced |
| Cape Investment Advisory, Inc. | 8,295 | $1.63M | 0.64% | −63−0.8% | Reduced |
| Norinchukin Bank, The | 8,248 | $1.62M | 0.03% | +872+11.8% | 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 |
| Fairbanks Capital Management, Inc. | 5,909 | $1.61M | 1.00% | +136+2.4% | Added |
| Illinois Municipal Retirement Fund | 8,168 | $1.61M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 8,097 | $1.59M | 0.01% | −1,700−17.4% | Reduced |
| Raiffeisen Bank International AG | 7,960 | $1.57M | 0.02% | +7,960 | New |
| Bleakley Financial Group, LLC | 7,881 | $1.55M | 0.05% | +2,281+40.7% | Added |
| Aigen Investment Management, LP | 7,873 | $1.55M | 0.27% | +7,873 | New |
| Captrust Financial Advisors | 7,804 | $1.53M | 0.00% | −384−4.7% | Reduced |
| Boston Financial Mangement LLC | 7,694 | $1.51M | 0.05% | +50+0.7% | Added |
| Unique Wealth Strategies, LLC | 7,610 | $1.50M | 0.66% | −1,557−17.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,598 | $1.49M | 0.11% | +7,598 | New |
| Omers Administration Corp | 7,595 | $1.49M | 0.01% | +1,276+20.2% | Added |
| Stamos Capital Partners, L.P. | 7,580 | $1.49M | 0.35% | +7,580 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,383 | $1.45M | 0.19% | +661+9.8% | Added |
| Kovack Advisors, Inc. | 7,340 | $1.44M | 0.14% | +7,340 | New |
| Terra Alpha Investments LLC | 7,297 | $1.43M | 1.45% | +7,297 | New |
| Carret Asset Management, LLC | 7,291 | $1.43M | 0.16% | −20−0.3% | Reduced |
| Jump Financial, LLC | 7,241 | $1.42M | 0.03% | −26,626−78.6% | Reduced |
| Cary Street Partners Financial LLC | 7,237 | $1.42M | 0.05% | +7,237 | New |
| Drucker Wealth 3.0, LLC | 7,231 | $1.42M | 0.33% | −2,029−21.9% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.41M | 0.05% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 7,163 | $1.41M | 1.24% | +16+0.2% | Added |
| Maxwell Wealth Strategies Inc. | 7,135 | $1.40M | 0.57% | −4,435−38.3% | Reduced |
| Fiduciary Trust Co | 7,063 | $1.39M | 0.02% | +917+14.9% | Added |
| Mattson Financial Services, LLC | 5,844 | $1.38M | 0.44% | +1,011+20.9% | Added |
| Power Wealth Management LLC | 6,976 | $1.37M | 0.57% | +283+4.2% | Added |
| Plato Investment Management Ltd | 6,944 | $1.37M | 0.10% | +2,836+69.0% | Added |
| Central Valley Advisors, LLC | 6,871 | $1.35M | 0.61% | +751+12.3% | Added |
| AXS Investments LLC | 6,863 | $1.35M | 0.38% | +1,672+32.2% | Added |
| MidWestOne Financial Group, Inc. | 6,805 | $1.34M | 0.19% | +2,019+42.2% | Added |
| Wolverine Trading, LLC | 6,630 | $1.31M | 0.03% | +3,701+126.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,642 | $1.31M | 0.09% | −8,308−55.6% | Reduced |
| BNP Paribas | 6,608 | $1.30M | 0.05% | +2,280+52.7% | Added |
| Crux Wealth Advisors | 6,623 | $1.30M | 0.72% | +6,623 | New |
| BOK Financial Private Wealth, Inc. | 6,618 | $1.30M | 0.09% | −1,004−13.2% | Reduced |
| Vestcor Inc | 6,615 | $1.30M | 0.04% | −5−0.1% | Reduced |
| Quest Partners LLC | 6,614 | $1.30M | 0.17% | +4,544+219.5% | Added |
| Sanctuary Advisors, LLC | 6,437 | $1.30M | 0.01% | +939+17.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,467 | $1.27M | 0.19% | +142+2.2% | Added |
| Highland Capital Management, LLC | 6,393 | $1.26M | 0.07% | +6,393 | New |
| Clear Harbor Asset Management, LLC | 6,262 | $1.23M | 0.10% | +2,293+57.8% | Added |
| Byrne Asset Management LLC | 6,226 | $1.22M | 0.87% | −38−0.6% | Reduced |
| Empirical Finance, LLC | 6,222 | $1.22M | 0.07% | −78−1.2% | Reduced |
| Natixis | 6,206 | $1.22M | 0.01% | −5,541−47.2% | Reduced |
| Verition Fund Management LLC | 6,153 | $1.21M | 0.01% | −3,700−37.6% | Reduced |
| North Star Asset Management Inc | 6,140 | $1.21M | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 6,068 | $1.19M | 0.07% | +1,893+45.3% | Added |