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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 1,680 | $330.1K | 0.01% | −74−4.2% | Reduced |
| Headlands Technologies LLC | 1,675 | $329.2K | 0.03% | +1,338+397.0% | Added |
| Two Sigma Securities, LLC | 1,664 | $327.0K | 0.06% | +225+15.6% | Added |
| Alliance Wealth Advisors, LLC | 1,660 | $326.2K | 0.19% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,656 | $325.4K | 0.02% | +137+9.0% | Added |
| Chicago Partners Investment Group LLC | 1,580 | $322.8K | 0.01% | +627+65.8% | Added |
| Cutter & CO Brokerage, Inc. | 1,638 | $321.9K | 0.08% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,621 | $318.5K | 0.20% | −30−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 1,619 | $318.1K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 1,619 | $318.1K | 0.04% | +1,619 | New |
| Blueshift Asset Management, LLC | 1,616 | $317.6K | 0.12% | −2,100−56.5% | Reduced |
| Groupe la Francaise | 1,600 | $317.0K | 0.01% | +1,600 | New |
| Center for Financial Planning, Inc. | 1,612 | $316.8K | 0.04% | 00.0% | Unchanged |
| Zacks Investment Management | 1,611 | $316.6K | 0.00% | +37+2.4% | Added |
| Wedmont Private Capital | 1,538 | $312.6K | 0.02% | −504−24.7% | Reduced |
| MTM Investment Management, LLC | 1,573 | $309.1K | 0.12% | 00.0% | Unchanged |
| Wexford Capital LP | 1,569 | $308.3K | 0.08% | +617+64.8% | Added |
| Ellevest, Inc. | 1,547 | $304.0K | 0.02% | −275−15.1% | Reduced |
| Appleton Partners Inc | 1,536 | $302.0K | 0.02% | −30,655−95.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,522 | $299.1K | 0.02% | +305+25.1% | Added |
| Pallas Capital Advisors LLC | 1,519 | $298.5K | 0.01% | +1,519 | New |
| Everpar Advisors LLC | 1,515 | $297.7K | 0.15% | −77−4.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,509 | $296.5K | 0.01% | −14−0.9% | Reduced |
| Virtue Capital Management, LLC | 1,508 | $296.3K | 0.06% | +25+1.7% | Added |
| Northeast Financial Consultants Inc | 1,500 | $294.8K | 0.01% | −1,040−40.9% | Reduced |
| Angeles Wealth Management, LLC | 1,498 | $294.4K | 0.02% | −102−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,482 | $291.2K | 0.02% | +131+9.7% | Added |
| Martingale Asset Management L P | 1,478 | $290.4K | 0.01% | −28,489−95.1% | Reduced |
| Dynamic Advisor Solutions LLC | 1,471 | $289.1K | 0.01% | −147−9.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,454 | $285.7K | 0.07% | +2+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,443 | $283.6K | 0.00% | +1,443 | New |
| Nova R Wealth, Inc. | 1,440 | $283.0K | 0.14% | +1+0.1% | Added |
| Lyell Wealth Management, LP | 1,431 | $281.2K | 0.03% | −200−12.3% | Reduced |
| Claro Advisors LLC | 1,429 | $280.8K | 0.04% | +1,429 | New |
| Peapack Gladstone Financial Corp | 1,416 | $278.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,408 | $276.7K | 0.00% | +42+3.1% | Added |
| GAMMA Investing LLC | 1,406 | $276.3K | 0.02% | +305+27.7% | Added |
| EntryPoint Capital, LLC | 1,403 | $275.7K | 0.12% | +1,403 | New |
| Broadway Wealth Solutions, Inc. | 1,396 | $274.3K | 0.21% | +1,396 | New |
| Phoenix Holdings Ltd. | 1,378 | $270.8K | 0.00% | +241+21.2% | Added |
| Geller Advisors LLC | 1,372 | $269.6K | 0.02% | −25−1.8% | Reduced |
| Aspire Private Capital, LLC | 1,368 | $268.8K | 0.07% | −3,128−69.6% | Reduced |
| Berry Wealth Group, LP | 1,364 | $268.0K | 0.19% | −454−25.0% | Reduced |
| Venturi Wealth Management, LLC | 1,361 | $267.5K | 0.01% | +1,193+710.1% | Added |
| Platform Technology Partners | 1,350 | $265.3K | 0.08% | +10+0.7% | Added |
| Gsa Capital Partners LLP | 1,351 | $265.0K | 0.02% | +381+39.3% | Added |
| Ashton Thomas Private Wealth, LLC | 1,334 | $262.1K | 0.01% | +1,334 | New |
| Klingenstein Fields & Co LP | 1,321 | $259.6K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,313 | $258.0K | 0.00% | −270−17.1% | Reduced |
| Vise Technologies, Inc. | 1,295 | $254.5K | 0.02% | +1,295 | New |
| Harbor Investment Advisory, LLC | 1,286 | $252.7K | 0.02% | +58+4.7% | Added |
| Veracity Capital LLC | 1,266 | $248.8K | 0.09% | −51−3.9% | Reduced |
| Penserra Capital Management LLC | 1,270 | $247.0K | 0.00% | +420+49.4% | Added |
| Aprio Wealth Management, LLC | 1,255 | $246.6K | 0.04% | −292−18.9% | Reduced |
| Cypress Wealth Services, LLC | 1,243 | $244.3K | 0.05% | +57+4.8% | Added |
| Modern Wealth Management, LLC | 1,236 | $242.9K | 0.01% | −169−12.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,233 | $242.3K | 0.01% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,226 | $240.9K | 0.24% | +1,226 | New |
| Petrus Trust Company, LTA | 1,223 | $240.3K | 0.02% | +1,223 | New |
| Jones Financial Companies LLLP | 1,215 | $238.8K | 0.00% | +441+57.0% | Added |
| Graypoint LLC | 1,214 | $238.6K | 0.01% | −48−3.8% | Reduced |
| Ancora Advisors, LLC | 1,201 | $236.0K | 0.01% | +33+2.8% | Added |
| Otter Creek Advisors, LLC | 1,196 | $235.0K | 0.16% | −258−17.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,182 | $232.2K | 0.01% | −726−38.1% | Reduced |
| CX Institutional | 1,176 | $231.1K | 0.01% | −395−25.1% | Reduced |
| Massmutual Trust Co FSB | 1,172 | $230.3K | 0.01% | +169+16.8% | Added |
| Westpac Banking Corp | 1,168 | $229.5K | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,160 | $228.0K | 0.00% | −20,452−94.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $226.0K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,147 | $225.4K | 0.03% | −269−19.0% | Reduced |
| Howard Capital Management Inc. | 1,147 | $225.4K | 0.00% | +54+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,146 | $225.1K | 0.03% | −272−19.2% | Reduced |
| Syon Capital LLC | 1,138 | $223.6K | 0.02% | +289+34.0% | Added |
| Trueblood Wealth Management, LLC | 1,135 | $223.0K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,134 | $222.8K | 0.02% | −48−4.1% | Reduced |
| IFP Advisors, Inc | 1,111 | $218.4K | 0.01% | +16+1.5% | Added |
| Equitable Holdings, Inc. | 1,106 | $217.3K | 0.00% | −25−2.2% | Reduced |
| denkapparat Operations GmbH | 1,092 | $214.6K | 0.32% | +1,092 | New |
| Net Worth Advisory Group | 1,091 | $214.4K | 0.07% | −1−0.1% | Reduced |
| PUREfi Wealth, LLC | 1,090 | $214.2K | 0.21% | +1,090 | New |
| Allianz SE | 1,080 | $213.2K | 0.01% | −990−47.8% | Reduced |
| Groupama Asset Managment | 1,079 | $213.0K | 0.00% | −5,047−82.4% | Reduced |
| Savant Capital, LLC | 1,070 | $210.3K | 0.00% | +1,070 | New |
| Meadow Creek Wealth Advisors LLC | 1,042 | $204.8K | 0.15% | +5+0.5% | Added |
| Sentinus, LLC | 1,039 | $204.2K | 0.06% | −4−0.4% | Reduced |
| Choate Investment Advisors | 1,022 | $200.8K | 0.00% | +102+11.1% | Added |
| Financial Insights, Inc. | 1,019 | $200.2K | 0.07% | −893−46.7% | Reduced |
| Millstone Evans Group, LLC | 1,006 | $197.7K | 0.13% | +1,006 | New |
| Allworth Financial LP | 960 | $197.1K | 0.00% | +22+2.3% | Added |
| Icon Wealth Advisors, LLC | 979 | $192.4K | 0.02% | −2−0.2% | Reduced |
| Proequities, Inc. | 927 | $190.4K | 0.01% | −249−21.2% | Reduced |
| TD Private Client Wealth LLC | 951 | $186.9K | 0.01% | −80−7.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $184.7K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 928 | $182.4K | 0.01% | +90+10.7% | Added |
| Stance Capital LLC | 928 | $182.4K | 0.11% | +928 | New |
| Lindbrook Capital, LLC | 910 | $178.8K | 0.02% | −13−1.4% | Reduced |
| Anchor Investment Management, LLC | 900 | $176.9K | 0.02% | −28−3.0% | Reduced |
| Smartleaf Asset Management LLC | 857 | $169.2K | 0.02% | −131−13.3% | Reduced |
| State of Wyoming | 851 | $167.2K | 0.02% | +293+52.5% | Added |
| Western Pacific Wealth Management, LP | 845 | $166.1K | 0.13% | +260+44.4% | Added |