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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 835 | $164.1K | 0.05% | −1−0.1% | Reduced |
| LRI Investments, LLC | 24,072 | $157.0K | 0.02% | +249+1.0% | Added |
| MAI Capital Management | 735 | $144.4K | 0.00% | −189−20.5% | Reduced |
| Spire Wealth Management | 733 | $144.0K | 0.00% | +220+42.9% | Added |
| Central Trust Co | 704 | $138.3K | 0.00% | +14+2.0% | Added |
| Sentry Investment Management LLC | 685 | $135.0K | 0.06% | −112−14.1% | Reduced |
| Oakworth Capital, Inc. | 638 | $125.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 619 | $121.6K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 612 | $120.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $117.9K | 0.08% | −5−0.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 588 | $116.1K | 0.00% | −130,073−99.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 570 | $112.1K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 578 | $109.7K | 0.00% | +578 | New |
| Nemes Rush Group LLC | 540 | $106.1K | 0.01% | −24,124−97.8% | Reduced |
| Hall Laurie J Trustee | 540 | $106.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 513 | $100.8K | 0.01% | −7−1.3% | Reduced |
| Parkside Financial Bank & Trust | 500 | $98.3K | 0.01% | +30+6.4% | Added |
| Colonial Trust Co | 495 | $97.3K | 0.01% | +154+45.2% | Added |
| Brown Brothers Harriman & Co | 466 | $91.6K | 0.00% | +384+468.3% | Added |
| Synergy Investment Management, LLC | 466 | $91.6K | 0.04% | +466 | New |
| Atala Financial Inc | 465 | $91.4K | 0.06% | +465 | New |
| Huntington National Bank | 464 | $91.2K | 0.00% | −345−42.6% | Reduced |
| Colonial Trust Advisors | 450 | $88.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 447 | $87.8K | 0.01% | +274+158.4% | Added |
| Private Trust Co NA | 438 | $86.1K | 0.01% | −47−9.7% | Reduced |
| Mather Group, LLC. | 419 | $82.3K | 0.00% | −152−26.6% | Reduced |
| Independence Bank of Kentucky | 406 | $79.8K | 0.01% | +185+83.7% | Added |
| Chilton Capital Management LLC | 401 | $78.8K | 0.00% | +138+52.5% | Added |
| Umb Bank N A | 401 | $78.8K | 0.00% | +169+72.8% | Added |
| HM Payson & Co | 400 | $78.6K | 0.00% | −1−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 398 | $78.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 391 | $76.8K | 0.01% | +185+89.8% | Added |
| Thematics Asset Management | 388 | $76.2K | 0.00% | +388 | New |
| Raleigh Capital Management Inc. | 374 | $73.4K | 0.03% | −1,314−77.8% | Reduced |
| Atlantic Trust, LLC | 360 | $70.7K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 345 | $68.1K | 0.01% | −15−4.2% | Reduced |
| Farther Finance Advisors, LLC | 340 | $66.8K | 0.00% | −67−16.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 313 | $61.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 307 | $60.3K | 0.00% | +307 | New |
| Versant Capital Management, Inc | 295 | $58.0K | 0.01% | +93+46.0% | Added |
| Atlas Capital Advisors LLC | 290 | $57.0K | 0.01% | −100−25.6% | Reduced |
| Ronald Blue Trust, Inc. | 283 | $55.6K | 0.00% | −747−72.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 280 | $55.0K | 0.05% | +280 | New |
| Smithfield Trust Co | 274 | $54.0K | 0.00% | −408−59.8% | Reduced |
| MV Capital Management, Inc. | 271 | $53.3K | 0.01% | −48−15.0% | Reduced |
| Peoples Bank | 252 | $49.5K | 0.03% | −50−16.6% | Reduced |
| Covestor Ltd | 241 | $48.0K | 0.03% | −5−2.0% | Reduced |
| Zions Bancorporation, N.A. | 239 | $47.0K | 0.00% | +85+55.2% | Added |
| Concord Wealth Partners | 233 | $45.8K | 0.01% | −8−3.3% | Reduced |
| Quent Capital, LLC | 228 | $44.8K | 0.00% | +25+12.3% | Added |
| Lee Danner & Bass Inc | 225 | $44.2K | 0.00% | +225 | New |
| Cromwell Holdings LLC | 222 | $43.6K | 0.03% | −345−60.8% | Reduced |
| Synergy Financial Management, LLC | 169 | $40.0K | 0.00% | +169 | New |
| Hantz Financial Services, Inc. | 206 | $40.0K | 0.00% | −574−73.6% | Reduced |
| Live Oak Investment Partners | – | $39.3K | 0.03% | – | – |
| GKV Capital Management Co., Inc. | 200 | $39.3K | 0.02% | +200 | New |
| Hemington Wealth Management | 198 | $38.0K | 0.01% | −10−4.8% | Reduced |
| CVA Family Office, LLC | 193 | $37.9K | 0.01% | +15+8.4% | Added |
| Deseret Mutual Benefit Administrators | 180 | $35.4K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 178 | $35.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 174 | $34.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 170 | $33.6K | 0.00% | −5−2.9% | Reduced |
| Manchester Capital Management LLC | 165 | $32.4K | 0.00% | −51−23.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 151 | $29.7K | 0.01% | +19+14.4% | Added |
| Battery Global Advisors, LLC | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 135 | $26.5K | 0.01% | −265−66.3% | Reduced |
| Riverview Trust Co | 135 | $26.5K | 0.02% | +5+3.8% | Added |
| Larson Financial Group LLC | 131 | $25.7K | 0.00% | −300−69.6% | Reduced |
| Rise Advisors, LLC | 127 | $25.0K | 0.01% | +3+2.4% | Added |
| Farmers & Merchants Investments Inc | 125 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $23.8K | 0.00% | −63−34.2% | Reduced |
| Castleview Partners, LLC | 120 | $23.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $23.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 116 | $22.8K | 0.02% | −129−52.7% | Reduced |
| St Germain D J Co Inc | 115 | $22.6K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 111 | $21.8K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 108 | $21.2K | 0.01% | +108 | New |
| Vermillion Wealth Management, Inc. | 104 | $20.4K | 0.01% | +104 | New |
| Caldwell Trust Co | 102 | $20.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 97 | $19.1K | 0.01% | +12+14.1% | Added |
| Bogart Wealth, LLC | 96 | $18.9K | 0.00% | −36,470−99.7% | Reduced |
| Harbour Investments, Inc. | 91 | $17.9K | 0.00% | −18−16.5% | Reduced |
| JFS Wealth Advisors, LLC | 90 | $17.7K | 0.00% | −17−15.9% | Reduced |
| True Wealth Design, LLC | 83 | $16.3K | 0.01% | +74+822.2% | Added |
| FSA Wealth Management LLC | 81 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 72 | $14.1K | 0.01% | −5,748−98.8% | Reduced |
| Asset Dedication, LLC | 72 | $14.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $13.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $13.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 64 | $13.0K | 0.00% | +11+20.8% | Added |
| Meeder Asset Management Inc | 66 | $13.0K | 0.00% | −179−73.1% | Reduced |
| McIlrath & Eck, LLC | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 60 | $11.8K | 0.00% | −15−20.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 59 | $11.6K | 0.01% | +59 | New |
| Cornerstone Planning Group LLC | 56 | $11.6K | 0.00% | +14+33.3% | Added |