IQVIA HLDGS INC (IQV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,023
Reporting holders
$29.7B
Reported value
93.2%
Of shares outstanding
0.6%
Held as options
+9
Holder change
Institutions report 153,330,098 shares against 164,600,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.8B | 14,549,693 | 0.04% | 8q | -3.2%-$92.3M |
| HARRIS ASSOCIATES L P | $2.4B | 12,183,830 | 3.12% | 13q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1B | 10,905,053 | 0.05% | 2q | -1.1%-$23.6M |
| STATE STREET CORP | $1.5B | 7,508,244 | 0.04% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 7,501,993 | 0.07% | 2q | -1.0%-$14.3M |
| JPMORGAN CHASE & CO | $1.2B | 6,139,775 | 0.07% | 31q | +13.5%+$141.5M |
| Artisan Partners Limited Partnership | $916.5M | 4,743,434 | 1.45% | 5q | -6.2%-$60.9M |
| Boston Partners | $865.5M | 4,466,016 | 0.77% | 4q | +5.4%+$44.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $857.2M | 4,454,134 | 0.05% | 31q | HELD |
| Invesco Ltd. | $632.8M | 3,275,141 | 0.05% | 31q | HELD |
| MORGAN STANLEY | $523.1M | 2,707,252 | 0.03% | 35q | +3.7%+$18.8M |
| NORGES BANK | $437.6M | 2,264,944 | 0.04% | 32q | +2.6%+$11.2M |
| FRANKLIN RESOURCES INC | $406.8M | 2,105,185 | 0.09% | 31q | +317.5%+$309.3M |
| GOLDMAN SACHS GROUP INC | $376.7M | 1,949,797 | 0.03% | 31q | +65.6%+$149.3M |
| DIMENSIONAL FUND ADVISORS LP | $335.3M | 1,735,452 | 0.06% | 31q | +4.7%+$15.0M |
| NORTHERN TRUST CORP | $330.2M | 1,709,161 | 0.04% | 31q | -1.2%-$4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $315.8M | 1,634,264 | 0.06% | 31q | +9.0%+$26.1M |
| AQR CAPITAL MANAGEMENT LLC | $297.0M | 1,536,874 | 0.10% | 31q | +23.9%+$57.2M |
| Longview Partners (Guernsey) LTD | $290.0M | 1,500,760 | 4.71% | 26q | -20.9%-$76.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $286.7M | 1,484,047 | 0.04% | 31q | +5.1%+$13.9M |
| Sixth Street Partners Management Company, L.P. | $286.7M | 1,484,047 | 0.04% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $280.2M | 1,643,102 | 0.09% | 31q | -42.9%-$210.8M |
| LYRICAL ASSET MANAGEMENT LP | $243.4M | 1,259,894 | 3.09% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $241.5M | 1,250,053 | 0.11% | 8q | +26.0%+$49.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $240.9M | 1,246,820 | 0.13% | 31q | -37.6%-$145.4M |
| BANK OF AMERICA CORP /DE/ | $235.6M | 1,219,081 | 0.02% | 31q | -6.2%-$15.5M |
| FMR LLC | $234.3M | 1,212,670 | 0.01% | 31q | -34.5%-$123.2M |
| Orbis Allan Gray Ltd | $212.8M | 1,101,165 | 0.73% | 5q | +404.5%+$170.6M |
| Legal & General Group Plc | $211.3M | 1,093,789 | 0.04% | 31q | +1.3%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $204.7M | 1,059,526 | 0.09% | 26q | +10.2%+$19.0M |
| RAYMOND JAMES FINANCIAL INC | $200.5M | 1,037,428 | 0.05% | 7q | -13.7%-$31.9M |
| LAZARD ASSET MANAGEMENT LLC | $188.5M | 975,420 | 0.29% | 35q | -47.5%-$170.7M |
| Amundi | $185.1M | 957,792 | 0.04% | 21q | +10.2%+$17.2M |
| VANGUARD FIDUCIARY TRUST CO | $181.1M | 937,344 | 0.04% | 2q | -1.8%-$3.4M |
| Bank of New York Mellon Corp | $180.3M | 933,111 | 0.03% | 31q | -1.9%-$3.6M |
| Sumitomo Mitsui Trust Group, Inc. | $160.7M | 831,826 | 0.09% | 31q | -32.1%-$76.1M |
| FIL Ltd | $158.2M | 818,997 | 0.11% | 31q | +9.8%+$14.2M |
| CADIAN CAPITAL MANAGEMENT, LP | $157.6M | 815,752 | 11.93% | 7q | HELD |
| ROYAL BANK OF CANADA | $154.2M | 797,956 | 0.02% | 31q | +98.8%+$76.6M |
| AMERIPRISE FINANCIAL INC | $152.0M | 786,637 | 0.03% | 31q | -75.8%-$475.7M |
| GREENHAVEN ASSOCIATES INC | $148.4M | 768,045 | 1.71% | new | NEW |
| CIBC Bancorp USA Inc. | $144.6M | 747,031 | 0.18% | 3q | -43.0%-$109.2M |
| 1832 Asset Management L.P. | $143.8M | 744,244 | 0.07% | 22q | -1.7%-$2.5M |
| DEUTSCHE BANK AG\ | $143.1M | 740,473 | 0.04% | 34q | -13.2%-$21.7M |
| Balyasny Asset Management L.P. | $135.3M | 700,425 | 0.17% | 3q | +27573.8%+$134.8M |
| Assenagon Asset Management S.A. | $131.6M | 680,952 | 0.08% | 31q | +194.5%+$86.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $121.5M | 628,936 | 0.09% | 31q | -1.8%-$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $113.1M | 585,374 | 0.03% | 31q | -0.7%-$823.3K |
| EARNEST PARTNERS LLC | $105.9M | 548,088 | 0.38% | 8q | +2.5%+$2.6M |
| MILLENNIUM MANAGEMENT LLC | $105.3M | 516,724 | 0.04% | 31q | +92.7%+$50.7M |
| UBS Group AG | $99.3M | 478,857 | 0.01% | 31q | -37.9%-$60.5M |
| Nuveen, LLC | $94.1M | 487,108 | 0.02% | 6q | -1.5%-$1.4M |
| Swiss National Bank | $92.5M | 478,680 | 0.05% | 31q | -4.2%-$4.1M |
| D. E. Shaw & Co., Inc. | $90.1M | 466,234 | 0.04% | 31q | HELD |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $79.5M | 411,578 | 1.05% | 21q | +25.0%+$15.9M |
| CITADEL ADVISORS LLC | $78.7M | 229,366 | 0.01% | 31q | -41.2%-$55.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $78.5M | 406,318 | 0.04% | 31q | +6.1%+$4.5M |
| National Pension Service | $72.6M | 375,973 | 0.05% | 31q | +6.6%+$4.5M |
| Ilex Capital Partners (UK) LLP | $71.7M | 370,977 | 1.47% | 2q | +34.2%+$18.3M |
| BNP PARIBAS FINANCIAL MARKETS | $70.9M | 367,195 | 0.02% | 31q | -6.5%-$5.0M |
| California Public Employees Retirement System | $70.7M | 365,680 | 0.04% | 31q | +8.4%+$5.5M |
| Vanguard Global Advisers, LLC | $69.5M | 359,846 | 0.03% | 2q | -3.0%-$2.2M |
| JANE STREET GROUP, LLC | $69.3M | 282,508 | 0.01% | 31q | +3558.5%+$67.4M |
| Quantinno Capital Management LP | $69.1M | 357,824 | 0.08% | 13q | +52.9%+$23.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $68.9M | 356,505 | 0.04% | 31q | +3.0%+$2.0M |
| CI INVESTMENTS INC. | $65.4M | 338,366 | 0.21% | 28q | +92.2%+$31.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $64.5M | 333,682 | 0.04% | 2q | +12.3%+$7.1M |
| RHUMBLINE ADVISERS | $64.2M | 332,138 | 0.05% | 31q | +2.5%+$1.6M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $61.4M | 317,900 | 3.16% | 5q | +36.8%+$16.5M |
| Capital World Investors | $61.2M | 316,887 | 0.01% | 9q | -47.2%-$54.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $60.9M | 316,394 | 0.05% | 31q | -55.2%-$74.9M |
| HSBC HOLDINGS PLC | $60.9M | 315,338 | 0.03% | 31q | -8.6%-$5.7M |
| FIRST MANHATTAN CO. LLC. | $60.4M | 312,542 | 0.15% | 31q | +4.2%+$2.4M |
| Man Group plc | $57.1M | 295,679 | 0.09% | 12q | +1356.0%+$53.2M |
| Cornerstone Investment Partners, LLC | $56.2M | 290,665 | 1.88% | 5q | -32.9%-$27.6M |
| Allianz Asset Management GmbH | $54.6M | 292,650 | 0.05% | 35q | HELD |
| Point72 Asset Management, L.P. | $54.5M | 279,468 | 0.06% | 2q | HELD |
| Qube Research & Technologies Ltd | $53.9M | 279,086 | 0.05% | new | NEW |
| Vulcan Value Partners, LLC | $50.2M | 259,856 | 1.53% | 5q | +4.7%+$2.3M |
| Vontobel Holding Ltd. | $48.8M | 252,568 | 0.16% | 23q | -65.2%-$91.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48.8M | 82,213 | 0.00% | 31q | +92.2%+$23.4M |
| Aberdeen Group plc | $46.1M | 238,810 | 0.06% | 31q | +10.2%+$4.3M |
| WELLS FARGO & COMPANY/MN | $44.3M | 229,391 | 0.01% | 31q | -70.5%-$105.7M |
| BARCLAYS PLC | $44.2M | 228,664 | 0.01% | 31q | -20.8%-$11.6M |
| Danica Pension, Livsforsikringsaktieselskab | $44.0M | 227,555 | 0.70% | 2q | +7.8%+$3.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $43.4M | 224,645 | 0.04% | 3q | +24.2%+$8.5M |
| CITIGROUP INC | $43.0M | 222,503 | 0.01% | 31q | -39.6%-$28.2M |
| BANK OF MONTREAL /CAN/ | $42.8M | 221,364 | 0.01% | 31q | +9.8%+$3.8M |
| SEB Asset Management AB | $41.6M | 215,189 | 0.16% | 2q | -5.9%-$2.6M |
| COUNTRY TRUST BANK | $41.0M | 212,404 | 0.72% | 20q | -5.0%-$2.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $39.5M | 204,232 | 0.06% | 3q | +36.5%+$10.6M |
| Associated Banc-Corp | $38.8M | 200,579 | 0.92% | 26q | +10.8%+$3.8M |
| GLENMEDE TRUST CO NA | $38.7M | 200,527 | 0.17% | 19q | -5.9%-$2.4M |
| Freestone Grove Partners LP | $38.7M | 200,320 | 0.25% | 2q | -1.7%-$682.3K |
| ASSETMARK, INC | $38.1M | 197,012 | 0.07% | 21q | +7.4%+$2.6M |
| PRINCIPAL FINANCIAL GROUP INC | $37.1M | 192,211 | 0.02% | 31q | -2.0%-$770.4K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $35.4M | 183,382 | 0.01% | 15q | -18.0%-$7.8M |
| Trajan Wealth LLC | $35.3M | 182,515 | 1.33% | 10q | +2.5%+$858.7K |
| Robeco Institutional Asset Management B.V. | $33.9M | 175,465 | 0.04% | 35q | -0.9%-$297.6K |
| SEI INVESTMENTS CO | $32.6M | 168,595 | 0.03% | 31q | +29.2%+$7.4M |
Showing the largest 100 of 1,089 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,023 | $29.7B | 153,330,098 | 124 | 371 | 375 | 0.6% |
| Q1 2026 | 1,014 | $26.6B | 153,340,971 | 103 | 363 | 368 | 1.4% |
| Q4 2025 | 1,077 | $35.7B | 156,215,661 | 167 | 373 | 318 | 1.5% |
| Q3 2025 | 940 | $30.7B | 157,724,981 | 124 | 354 | 307 | 2.4% |
| Q2 2025 | 916 | $25.4B | 157,053,602 | 108 | 386 | 283 | 2.8% |
| Q1 2025 | 919 | $26.4B | 148,301,613 | 92 | 323 | 331 | 1.2% |
| Q4 2024 | 932 | $29.3B | 146,780,116 | 61 | 289 | 371 | 1.4% |
| Q3 2024 | 977 | $35.9B | 149,770,050 | 96 | 375 | 302 | 1.2% |
| Q2 2024 | 934 | $32.1B | 149,499,451 | 81 | 372 | 274 | 1.4% |
| Q1 2024 | 925 | $40.6B | 158,909,165 | 94 | 326 | 304 | 1.3% |
| Q4 2023 | 870 | $36.9B | 157,674,788 | 61 | 228 | 370 | 1.2% |
| Q3 2023 | 835 | $30.2B | 152,758,128 | 73 | 297 | 280 | 0.4% |
| Q2 2023 | 812 | $34.2B | 151,572,997 | 79 | 271 | 276 | 0.4% |
| Q1 2023 | 784 | $30.8B | 156,195,974 | 68 | 276 | 263 | 0.4% |
| Q4 2022 | 737 | $29.4B | 142,939,422 | 88 | 226 | 284 | 0.3% |
| Q3 2022 | 887 | $29.9B | 163,839,162 | 78 | 310 | 307 | 0.4% |
| Q2 2022 | 881 | $35.6B | 163,094,391 | 73 | 309 | 327 | 0.4% |
| Q1 2022 | 895 | $38.5B | 165,645,418 | 69 | 340 | 311 | 0.5% |
| Q4 2021 | 941 | $47.4B | 166,897,273 | 89 | 333 | 277 | 0.7% |
| Q3 2021 | 862 | $40.3B | 167,497,859 | 53 | 328 | 299 | 0.5% |
| Q2 2021 | 855 | $41.3B | 169,098,989 | 118 | 294 | 261 | 0.7% |
| Q1 2021 | 777 | $32.7B | 168,121,429 | 81 | 293 | 238 | 0.6% |
| Q4 2020 | 760 | $30.3B | 168,220,771 | 81 | 304 | 214 | 0.4% |
| Q3 2020 | 700 | $26.8B | 169,232,577 | 69 | 284 | 207 | 0.5% |
| Q2 2020 | 681 | $24.4B | 170,817,999 | 94 | 237 | 238 | 0.5% |
| Q1 2020 | 665 | $18.8B | 172,551,130 | 80 | 235 | 238 | 0.8% |
| Q4 2019 | 695 | $27.6B | 176,237,654 | 66 | 213 | 242 | 1.3% |
| Q3 2019 | 671 | $27.4B | 182,817,383 | 67 | 271 | 208 | 0.3% |
| Q2 2019 | 658 | $29.4B | 181,191,385 | 74 | 261 | 188 | 0.8% |
| Q1 2019 | 648 | $25.9B | 179,543,256 | 96 | 221 | 217 | 0.3% |
| Q4 2018 | 587 | $21.4B | 183,488,539 | 7 | 11 | 17 | 0.5% |