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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 2,922 | $574.2K | 0.01% | −79−2.6% | Reduced |
| Everence Capital Management Inc | 2,920 | $574.0K | 0.04% | −2,778−48.8% | Reduced |
| GeoWealth Management, LLC | 2,912 | $572.2K | 0.02% | −604−17.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,910 | $571.8K | 0.03% | +2,910 | New |
| Signaturefd, LLC | 2,894 | $568.7K | 0.01% | +346+13.6% | Added |
| Baldwin Investment Management, LLC | 2,865 | $563.0K | 0.07% | −683−19.3% | Reduced |
| Citizens Financial Group Inc | 2,820 | $554.2K | 0.01% | +357+14.5% | Added |
| Vident Advisory, LLC | 2,805 | $551.2K | 0.01% | −38−1.3% | Reduced |
| AE Wealth Management LLC | 2,798 | $549.8K | 0.00% | −12,544−81.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,788 | $547.9K | 0.02% | −9,354−77.0% | Reduced |
| United Capital Financial Advisers, LLC | 2,786 | $547.5K | 0.00% | −777−21.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,761 | $542.6K | 0.01% | +566+25.8% | Added |
| Fox Run Management, L.L.C. | 2,753 | $541.0K | 0.10% | +2,753 | New |
| CAPROCK Group, Inc. | 2,715 | $533.5K | 0.02% | −288−9.6% | Reduced |
| Brookstone Capital Management | 2,653 | $521.3K | 0.01% | +32+1.2% | Added |
| Principal Street Partners, LLC | 2,644 | $519.6K | 0.10% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,643 | $519.4K | 0.03% | +444+20.2% | Added |
| Wall Street Access Asset Management, LLC | 2,625 | $515.8K | 0.19% | −997−27.5% | Reduced |
| Inceptionr LLC | 2,610 | $512.9K | 0.11% | +2,610 | New |
| Fulton Bank, N.A. | 2,605 | $511.9K | 0.02% | −2,364−47.6% | Reduced |
| Abound Financial, LLC | 2,605 | $511.9K | 0.26% | +2,605 | New |
| Inspire Advisors, LLC | 2,584 | $507.8K | 0.06% | +236+10.1% | Added |
| Meriwether Wealth & Planning, LLC | 2,568 | $504.6K | 0.36% | +2,568 | New |
| Great Lakes Advisors, LLC | 2,562 | $503.5K | 0.00% | −161−5.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 2,559 | $502.9K | 0.48% | +2,559 | New |
| MUFG Securities Americas Inc. | 2,546 | $500.3K | 0.06% | +2,546 | New |
| Pitcairn Co | 2,532 | $497.6K | 0.03% | +203+8.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,520 | $496.0K | 0.00% | +544+27.5% | Added |
| PKO Investment Management Joint-Stock Co | 2,500 | $491.3K | 0.06% | +1,000+66.7% | Added |
| Sig Brokerage, LP | 2,477 | $486.8K | 0.23% | +2,477 | New |
| Jasper Ridge Partners, L.P. | 2,463 | $484.0K | 0.02% | +4+0.2% | Added |
| Intech Investment Management LLC | 2,444 | $480.3K | 0.00% | +1,501+159.2% | Added |
| Malaga Cove Capital, LLC | 2,442 | $479.9K | 0.19% | +1,069+77.9% | Added |
| Brown Advisory Inc | 2,434 | $478.3K | 0.00% | +233+10.6% | Added |
| Profund Advisors LLC | 2,427 | $476.9K | 0.02% | −354−12.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,393 | $470.2K | 0.46% | +2,393 | New |
| Silver Oak Securities, Inc | 2,380 | $470.0K | 0.04% | +363+18.0% | Added |
| Holderness Investments Co | 2,391 | $469.9K | 0.10% | +445+22.9% | Added |
| National Asset Management, Inc. | 2,384 | $468.5K | 0.02% | −402−14.4% | Reduced |
| Horizon Investments, LLC | 2,369 | $465.5K | 0.01% | +19+0.8% | Added |
| Waldron Private Wealth LLC | 2,361 | $464.0K | 0.02% | −56−2.3% | Reduced |
| Haven Private, LLC | 2,326 | $457.1K | 0.26% | +2,326 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,268 | $456.9K | 0.01% | −72−3.1% | Reduced |
| ProVise Management Group, LLC | 2,324 | $456.7K | 0.04% | −85−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,318 | $456.0K | 0.01% | −921−28.4% | Reduced |
| Snowden Capital Advisors LLC | 2,309 | $453.7K | 0.01% | −209−8.3% | Reduced |
| Davenport & Co LLC | 2,296 | $451.2K | 0.00% | −17,518−88.4% | Reduced |
| Busey Wealth Management | 2,282 | $448.4K | 0.01% | −36−1.6% | Reduced |
| IVC Wealth Advisors LLC | 2,269 | $445.9K | 0.25% | −207−8.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,214 | $435.1K | 0.00% | −50,364−95.8% | Reduced |
| Trust Asset Management LLC | 2,194 | $431.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,188 | $430.0K | 0.12% | −49−2.2% | Reduced |
| Strategic Blueprint, LLC | 2,185 | $429.4K | 0.03% | −491−18.3% | Reduced |
| HighPoint Advisor Group LLC | 2,133 | $428.5K | 0.02% | +395+22.7% | Added |
| Meridian Wealth Management, LLC | 2,179 | $428.2K | 0.02% | −10.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,177 | $427.8K | 0.26% | −418−16.1% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $427.4K | 0.36% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,166 | $425.6K | 0.08% | +98+4.7% | Added |
| Rathbone Brothers plc | 2,160 | $424.5K | 0.00% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 2,137 | $419.9K | 0.27% | −69−3.1% | Reduced |
| Centiva Capital, LP | 2,127 | $418.0K | 0.02% | −8,382−79.8% | Reduced |
| MSH Capital Advisors LLC | 2,125 | $417.6K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,067 | $406.2K | 0.01% | +718+53.2% | Added |
| Level Four Advisory Services, LLC | 2,063 | $405.4K | 0.02% | −16−0.8% | Reduced |
| E Fund Management Co., Ltd. | 2,024 | $397.7K | 0.02% | −2,169−51.7% | Reduced |
| Michael B. Yongue | 2,023 | $397.5K | 0.31% | −43−2.1% | Reduced |
| NorthRock Partners, LLC | 2,020 | $396.9K | 0.01% | +62+3.2% | Added |
| Lake Street Advisors Group, LLC | 2,011 | $395.2K | 0.02% | −63−3.0% | Reduced |
| Welch & Forbes LLC | 2,001 | $393.2K | 0.01% | −11−0.5% | Reduced |
| Ironsides Asset Advisors, LLC | 2,000 | $393.0K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,989 | $392.7K | 0.04% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,998 | $392.6K | 0.09% | +204+11.4% | Added |
| Wetherby Asset Management Inc | 1,995 | $392.0K | 0.02% | −136−6.4% | Reduced |
| Fortitude Family Office, LLC | 1,956 | $384.4K | 0.14% | −21−1.1% | Reduced |
| Cook Wealth Management Group LLC | 1,861 | $383.4K | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,920 | $377.3K | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 1,914 | $376.0K | 0.01% | −29,356−93.9% | Reduced |
| John G Ullman & Associates Inc | 1,900 | $373.4K | 0.05% | −200−9.5% | Reduced |
| Heartwood Wealth Advisors LLC | 1,877 | $368.8K | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,864 | $366.3K | 0.31% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,860 | $365.5K | 0.11% | +305+19.6% | Added |
| Summit Trail Advisors, LLC | 1,855 | $364.5K | 0.01% | +587+46.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,839 | $361.4K | 0.02% | +381+26.1% | Added |
| Cigna Investments Inc | 1,835 | $361.0K | 0.06% | −33−1.8% | Reduced |
| R Squared Ltd | 1,830 | $359.6K | 0.35% | +1,830 | New |
| Bessemer Group Inc | 1,819 | $357.0K | 0.00% | −1,213−40.0% | Reduced |
| Edge Capital Group, LLC | 13,096 | $356.1K | 0.02% | +11,284+622.7% | Added |
| Callan Family Office, LLC | 1,805 | $354.7K | 0.02% | +1,805 | New |
| Continuum Advisory, LLC | 1,803 | $354.3K | 0.05% | +64+3.7% | Added |
| Lebenthal Global Advisors, LLC | 1,794 | $352.5K | 0.06% | −945−34.5% | Reduced |
| AlTi Global, Inc. | 1,786 | $352.5K | 0.01% | +1,786 | New |
| Rainier Family Wealth Inc | 1,764 | $346.6K | 0.42% | +1,764 | New |
| Cumberland Partners Ltd | 1,759 | $345.7K | 0.02% | +99+6.0% | Added |
| KRS Capital Management, LLC | 1,750 | $343.9K | 0.24% | −15−0.8% | Reduced |
| Independent Advisor Alliance | 1,729 | $339.8K | 0.00% | +574+49.7% | Added |
| Atria Wealth Solutions, Inc. | 1,716 | $337.2K | 0.00% | −831−32.6% | Reduced |
| ICONIQ Capital, LLC | 1,712 | $336.4K | 0.01% | +1,712 | New |
| Hilltop Holdings Inc. | 1,708 | $335.6K | 0.02% | −174−9.2% | Reduced |
| WS Portfolio Advisory, LLC | 1,700 | $334.1K | 1.36% | +1,700 | New |
| Mutual Advisors, LLC | 1,689 | $333.8K | 0.01% | +218+14.8% | Added |