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 |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 5,950 | $1.17M | 0.21% | +500+9.2% | Added |
| GAM Holding AG | 5,890 | $1.16M | 0.09% | −469−7.4% | Reduced |
| Clearstead Advisors, LLC | 5,885 | $1.16M | 0.02% | −6−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 5,775 | $1.13M | 0.02% | −159−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,465 | $1.13M | 0.01% | −9,745−64.1% | Reduced |
| Blair William & Co | 5,742 | $1.13M | 0.00% | +1,699+42.0% | Added |
| Stratos Wealth Partners, LTD. | 5,725 | $1.13M | 0.02% | −319−5.3% | Reduced |
| Intact Investment Management Inc. | 5,700 | $1.12M | 0.04% | +2,520+79.2% | Added |
| Nomura Holdings Inc | 5,685 | $1.12M | 0.01% | +5,685 | New |
| Qtron Investments LLC | 5,616 | $1.10M | 0.15% | +2,313+70.0% | Added |
| Kestra Advisory Services, LLC | 5,601 | $1.10M | 0.01% | −1,117−16.6% | Reduced |
| QRG Capital Management, Inc. | 5,532 | $1.09M | 0.01% | −658−10.6% | Reduced |
| Dohj, LLC | 5,520 | $1.08M | 0.25% | +182+3.4% | Added |
| Concurrent Investment Advisors, LLC | 5,514 | $1.08M | 0.03% | −165−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,508 | $1.08M | 0.04% | +240+4.6% | Added |
| Triglav Skladi, D.O.O. | 5,500 | $1.08M | 0.09% | +5,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,475 | $1.08M | 0.02% | −14−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $1.07M | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 5,420 | $1.07M | 0.03% | +5,420 | New |
| GTS Securities LLC | 5,417 | $1.06M | 0.05% | −8−0.1% | Reduced |
| Chapman Financial Group, LLC | 5,398 | $1.06M | 0.85% | +5,398 | New |
| Shell Asset Management Co | 5,293 | $1.04M | 0.05% | +699+15.2% | Added |
| Exchange Traded Concepts, LLC | 5,209 | $1.02M | 0.02% | +821+18.7% | Added |
| Todd Asset Management LLC | 5,208 | $1.02M | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,173 | $1.02M | 0.01% | −322−5.9% | Reduced |
| Vega Investment Solutions | 4,968 | $976.3K | 0.80% | +4,968 | New |
| Private Advisor Group, LLC | 4,869 | $956.8K | 0.01% | −877−15.3% | Reduced |
| Davy Global Fund Management Ltd | 4,857 | $954.4K | 0.11% | −862−15.1% | Reduced |
| Empowered Funds, LLC | 4,813 | $945.8K | 0.01% | +1,376+40.0% | Added |
| Papp L Roy & Associates | 4,804 | $944.0K | 0.11% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 4,787 | $940.7K | 0.80% | +4,787 | New |
| Fuller & Thaler Asset Management, Inc. | 4,759 | $935.2K | 0.00% | −20−0.4% | Reduced |
| Panagora Asset Management Inc | 4,719 | $927.3K | 0.00% | +3,345+243.4% | Added |
| Bowman & Co S.C. | 4,712 | $925.8K | 0.48% | −691−12.8% | Reduced |
| Teza Capital Management LLC | 4,691 | $921.8K | 0.14% | −240−4.9% | Reduced |
| Strategic Global Advisors, LLC | 4,668 | $917.3K | 0.17% | +285+6.5% | Added |
| Advisors Asset Management, Inc. | 4,650 | $913.8K | 0.02% | +1,805+63.4% | Added |
| Sagespring Wealth Partners, LLC | 4,646 | $913.1K | 0.02% | +4,646 | New |
| First Horizon Advisors, Inc. | 4,612 | $906.3K | 0.03% | −135−2.8% | Reduced |
| Cornerstone Advisors, LLC | 4,600 | $903.9K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,572 | $898.4K | 0.14% | +140+3.2% | Added |
| Lido Advisors, LLC | 4,494 | $883.2K | 0.01% | +388+9.4% | Added |
| Applied Finance Capital Management, LLC | 4,477 | $879.8K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,430 | $870.0K | 0.05% | −870−16.4% | Reduced |
| Farringdon Capital, Ltd. | 4,376 | $859.9K | 0.36% | +4,376 | New |
| V-Square Quantitative Management LLC | 4,370 | $858.7K | 0.12% | +110+2.6% | Added |
| Asio Capital, LLC | 4,304 | $845.8K | 0.16% | −6,233−59.2% | Reduced |
| Merit Financial Group, LLC | 4,293 | $843.6K | 0.02% | +1,060+32.8% | Added |
| NBT Bank N A | 4,288 | $842.6K | 0.06% | −834−16.3% | Reduced |
| GF Fund Management Co. Ltd. | 4,278 | $840.7K | 0.02% | +4,278 | New |
| Sciencast Management LP | 4,263 | $837.7K | 0.23% | +4,263 | New |
| Sanibel Captiva Trust Company, Inc. | 4,255 | $836.1K | 0.03% | −2,912−40.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,193 | $824.0K | 0.28% | +10.0% | Added |
| Humankind Investments LLC | 4,190 | $823.4K | 0.21% | +970+30.1% | Added |
| BBR Partners, LLC | 4,106 | $806.9K | 0.06% | +20.0% | Added |
| Kinneret Advisory, LLC | 4,046 | $795.1K | 0.08% | −188−4.4% | Reduced |
| Wealthfront Advisers LLC | 4,014 | $788.8K | 0.00% | +523+15.0% | Added |
| H&H Retirement Design & Management INC | 4,042 | $772.2K | 0.47% | −457−10.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,917 | $769.7K | 0.05% | −303−7.2% | Reduced |
| Herold Advisors, Inc. | 3,900 | $766.4K | 0.17% | −1,100−22.0% | Reduced |
| Advisory Services Network, LLC | 3,894 | $765.2K | 0.01% | −1,767−31.2% | Reduced |
| Centaurus Financial, Inc. | 3,887 | $764.0K | 0.05% | −473−10.8% | Reduced |
| Park Avenue Securities LLC | 3,863 | $759.0K | 0.01% | −98−2.5% | Reduced |
| APG Asset Management US Inc. | 3,767 | $740.3K | 0.01% | −3,981−51.4% | Reduced |
| Burns Matteson Capital Management, LLC | 3,689 | $724.9K | 0.41% | −197−5.1% | Reduced |
| Dimension Capital Management LLC | 3,685 | $724.1K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,656 | $718.4K | 0.02% | +179+5.1% | Added |
| Stonebrook Private Inc. | 3,616 | $710.6K | 0.19% | −569−13.6% | Reduced |
| Beacon Financial Group | 3,604 | $708.2K | 0.08% | −187−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,589 | $705.3K | 0.01% | −55−1.5% | Reduced |
| Apollon Wealth Management, LLC | 3,578 | $703.1K | 0.02% | −1,296−26.6% | Reduced |
| Brighton Jones LLC | 3,575 | $702.6K | 0.02% | +2,537+244.4% | Added |
| First Hawaiian Bank | 3,535 | $694.7K | 0.02% | −1,189−25.2% | Reduced |
| Axq Capital, LP | 3,524 | $692.5K | 0.31% | +3,524 | New |
| United Community Bank | 3,502 | $688.2K | 0.27% | −110−3.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,500 | $687.8K | 0.06% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3,371 | $662.4K | 0.38% | +25+0.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,370 | $662.2K | 0.36% | −331−8.9% | Reduced |
| Magnolia Capital Advisors LLC | 3,331 | $654.6K | 0.17% | +780+30.6% | Added |
| FSB Premier Wealth Management, Inc. | 3,285 | $645.5K | 0.26% | +551+20.2% | Added |
| Oak Harbor Wealth Partners, LLC | 3,283 | $645.1K | 0.19% | −49−1.5% | Reduced |
| Global Trust Asset Management, LLC | 3,228 | $634.3K | 0.24% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,189 | $626.7K | 0.02% | +492+18.2% | Added |
| Warren Averett Asset Management, LLC | 3,184 | $625.7K | 0.01% | +3,184 | New |
| First Citizens Bank & Trust Co | 3,175 | $623.9K | 0.01% | −530−14.3% | Reduced |
| Allred Capital Management, LLC | 3,174 | $623.7K | 0.24% | −476−13.0% | Reduced |
| Greenleaf Trust | 3,173 | $623.5K | 0.01% | −113−3.4% | Reduced |
| Liberty One Investment Management, LLC | 3,143 | $617.6K | 0.07% | +143+4.8% | Added |
| Alps Advisors Inc | 3,131 | $615.3K | 0.00% | −40−1.3% | Reduced |
| HB Wealth Management, LLC | 3,127 | $614.5K | 0.01% | −886−22.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,122 | $613.5K | 0.24% | −36−1.1% | Reduced |
| LeClair Wealth Partners LLC | 3,091 | $607.4K | 0.40% | +3,091 | New |
| Change Path, LLC | 3,065 | $602.3K | 0.02% | −102−3.2% | Reduced |
| Great Lakes Retirement, Inc. | 3,055 | $600.4K | 0.08% | +179+6.2% | Added |
| Perigon Wealth Management, LLC | 3,007 | $594.4K | 0.01% | +141+4.9% | Added |
| Flputnam Investment Management Co | 3,013 | $592.1K | 0.01% | −630−17.3% | Reduced |
| Magnetar Financial LLC | 3,000 | $589.5K | 0.01% | −23,958−88.9% | Reduced |
| S&CO Inc | 3,000 | $589.0K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,997 | $588.9K | 0.00% | −103,839−97.2% | Reduced |
| We Are One Seven, LLC | 2,943 | $578.3K | 0.02% | −2,119−41.9% | Reduced |