IQVIA HLDGS INC IQV
COM · Common Stock · CUSIP 46266C105 · ISIN US46266C1053
American multinational company serving the combined industries of health information technology and clinical research
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($121.3m this quarter). Holder counts are more reliable. Shares outstanding: 164.6m as of 2026-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $192.93. Options: 16 managers hold calls ($76.6m notional), 18 hold puts ($100.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 889 |
| Q4 2022 | 923 |
| Q1 2023 | 927 |
| Q2 2023 | 934 |
| Q3 2023 | 946 |
| Q4 2023 | 959 |
| Q1 2024 | 1,017 |
| Q2 2024 | 1,024 |
| Q3 2024 | 1,065 |
| Q4 2024 | 1,005 |
| Q1 2025 | 993 |
| Q2 2025 | 980 |
| Q3 2025 | 1,007 |
| Q4 2025 | 1,144 |
| Q1 2026 | 1,072 |
| Q2 2026 | 1,087 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 543 | 418 |
| Q4 2024 | 393 | 601 |
| Q1 2025 | 462 | 483 |
| Q2 2025 | 538 | 449 |
| Q3 2025 | 534 | 446 |
| Q4 2025 | 579 | 437 |
| Q1 2026 | 512 | 587 |
| Q2 2026 | 519 | 538 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $496.3m | $237.3m | 0.48 |
| Q4 2025 | $282.9m | $253.8m | 0.90 |
| Q1 2026 | $152.2m | $144.7m | 0.95 |
| Q2 2026 | $76.6m | $100.5m | 1.31 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +1.6m |
| LYRICAL ASSET MANAGEMENT LP | New | +1.3m |
| Orbis Allan Gray Ltd | Added | +882.9k |
| GOLDMAN SACHS GROUP INC | Added | +772.5k |
| GREENHAVEN ASSOCIATES INC | New | +768.0k |
| JPMORGAN CHASE & CO | Added | +732.1k |
| Balyasny Asset Management L.P. | Added | +697.9k |
| D. E. Shaw & Co., Inc. | New | +466.2k |
| Assenagon Asset Management S.A. | Added | +449.8k |
| ROYAL BANK OF CANADA | Added | +396.5k |
Biggest sellers
| Cantillon Capital Management LLC | Sold out | -1.7m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.2m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.2m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -883.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -837.7k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -752.3k |
| FMR LLC | Reduced | -637.5k |
| CIBC Bancorp USA Inc. | Reduced | -564.1k |
| BlackRock, Inc. | Reduced | -477.8k |
| Vontobel Holding Ltd. | Reduced | -472.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $15.9m82.3k shares |
| Oribel Capital Management, LP | New | $11.0m56.7k shares |
| IMC-Chicago, LLC | Added | $10.5m54.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.4m48.4k shares |
| JANE STREET GROUP, LLC | Reduced | $9.1m47.1k shares |
| Fore Capital, LLC | New | $6.2m32.0k shares |
| Walleye Capital LLC | Added | $3.5m17.9k shares |
| PEAK6 LLC | Added | $3.4m17.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.9m15.1k shares |
| Allianz Asset Management GmbH | Added | $1.7m9.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $23.5m121.7k shares |
| PEAK6 LLC | Reduced | $18.9m97.7k shares |
| CITADEL ADVISORS LLC | Added | $18.5m95.7k shares |
| IMC-Chicago, LLC | Added | $7.7m40.0k shares |
| UBS Group AG | Reduced | $6.8m35.0k shares |
| GROUP ONE TRADING LLC | New | $6.0m31.3k shares |
| JANE STREET GROUP, LLC | Reduced | $5.6m28.8k shares |
| Allianz Asset Management GmbH | Added | $3.0m15.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $2.6m13.2k shares |
| SIMPLEX TRADING, LLC | New | $2.2m11.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| HARRIS ASSOCIATES L P 13G · institution filed 2025-08-14 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $255.7k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $1.2m | — |
| Q4 2025 | 0 | — | 2 | $21.5m | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 6 | $29.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Berkshire James G. Officer | Sold | $697.2k2.7k shares |
| 2026-08-03 | STAUB W RICHARD Officer | Sold | $1.3m5.5k shares |
| 2026-07-31 | Patel Bhavik Officer | Sold | $436.4k1.9k shares |
| 2026-07-29 | BOUSBIB ARI Officer, director | Sold | $26.1m106.3k shares |
| 2026-07-29 | Sherbet Eric Officer | Sold | $1.2m5.0k shares |
| 2026-07-29 | Cherofsky Keriann Officer | Sold | $136.8k558 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 14.5m $2.8bn | Reduced -477.8k |
| HARRIS ASSOCIATES L P 3.13% of their portfolio | 12.2m $2.4bn | Added +555 |
| VANGUARD CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 10.9m $2.1bn | Reduced -121.9k |
| STATE STREET CORP 0.04% of their portfolio | 7.5m $1.5bn | Added +31.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 7.5m $1.4bn | Reduced -74.0k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 6.1m $1.2bn | Added +732.1k |
| Artisan Partners Limited Partnership 1.49% of their portfolio | 4.7m $916.5m | Reduced -315.4k |
| Boston Partners 0.77% of their portfolio | 4.5m $865.5m | Added +227.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.5m $857.2m | Reduced -8.9k |
| Invesco Ltd. 0.05% of their portfolio | 3.3m $632.8m | Added +13.4k |
| MORGAN STANLEY 0.03% of their portfolio | 2.7m $523.1m | Added +97.4k |
| NORGES BANK 0.04% of their portfolio | 2.3m $437.6m | Not comparable |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.1m $406.8m | Added +1.6m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.9m $376.7m | Added +772.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.7m $335.3m | Added +77.8k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.7m $330.2m | Reduced -20.8k |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 1.6m $280.2m | Reduced -1.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.6m $315.8m | Added +135.0k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 1.5m $297.0m | Added +296.0k |
| Longview Partners (Guernsey) LTD 4.71% of their portfolio | 1.5m $290.0m | Reduced -396.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.5m $286.7m | Added +71.9k |
| LYRICAL ASSET MANAGEMENT LP 3.09% of their portfolio | 1.3m $243.4m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 1.3m $241.5m | Added +257.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.13% of their portfolio | 1.2m $240.9m | Reduced -752.3k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.2m $235.6m | Reduced -80.0k |
| FMR LLC 0.01% of their portfolio | 1.2m $234.3m | Reduced -637.5k |
| Orbis Allan Gray Ltd 0.73% of their portfolio | 1.1m $212.8m | Added +882.9k |
| Legal & General Group Plc 0.04% of their portfolio | 1.1m $211.3m | Added +14.0k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 1.1m $204.7m | Added +98.1k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.0m $200.5m | Reduced -165.3k |
| LAZARD ASSET MANAGEMENT LLC 0.29% of their portfolio | 975.4k $188.5m | Reduced -883.4k |
| Amundi 0.04% of their portfolio | 957.8k $185.1m | Added +88.8k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 937.3k $181.1m | Reduced -17.4k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 933.1k $180.3m | Reduced -18.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 831.8k $160.7m | Reduced -394.0k |
| FIL Ltd 0.11% of their portfolio | 819.0k $158.2m | Added +73.4k |
| CADIAN CAPITAL MANAGEMENT, LP 11.93% of their portfolio | 815.8k $157.6m | Added +2.6k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 798.0k $154.2m | Added +396.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 786.6k $152.0m | Reduced -837.7k |
| GREENHAVEN ASSOCIATES INC 1.71% of their portfolio | 768.0k $148.4m | New |
| KBC Group NV 0.31% of their portfolio | 748.0k $144.5m | Reduced -26.1k |
| CIBC Bancorp USA Inc. 0.18% of their portfolio | 747.0k $144.6m | Reduced -564.1k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 744.2k $143.8m | Reduced -13.2k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 740.5k $143.1m | Reduced -112.2k |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 700.4k $135.3m | Added +697.9k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 681.0k $131.6m | Added +449.8k |
| Pacer Advisors, Inc. 0.34% of their portfolio | 668.8k $129.2m | Reduced -60.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio | 628.9k $121.5m | Reduced -11.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 585.4k $113.1m | Reduced -4.3k |
| EARNEST PARTNERS LLC 0.38% of their portfolio | 548.1k $105.9m | Added +13.4k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 516.7k $99.8m | Added +248.5k |
| Nuveen, LLC 0.02% of their portfolio | 487.1k $94.1m | Reduced -7.4k |
| UBS Group AG 0.01% of their portfolio | 478.9k $92.5m | Reduced -292.0k |
| Swiss National Bank 0.05% of their portfolio | 478.7k $92.5m | Reduced -21.1k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 466.2k $90.1m | New |
| EDMOND DE ROTHSCHILD HOLDING S.A. 1.05% of their portfolio | 411.6k $79.5m | Added +82.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 406.3k $78.5m | Added +23.3k |
| PGGM Investments 1.91% of their portfolio | 401.3k $77.5m | Added +26.6k |
| National Pension Service 0.05% of their portfolio | 376.0k $72.6m | Added +23.4k |
| Ilex Capital Partners (UK) LLP 1.47% of their portfolio | 371.0k $71.7m | Added +94.6k |
| LORD, ABBETT & CO. LLC 0.20% of their portfolio | 370.3k $71.6m | Reduced -167.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 367.2k $70.9m | Reduced -25.7k |
| California Public Employees Retirement System 0.04% of their portfolio | 365.7k $70.7m | Added +28.5k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 359.8k $69.5m | Reduced -11.3k |
| Quantinno Capital Management LP 0.08% of their portfolio | 357.8k $69.1m | Added +123.8k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio | 356.5k $68.9m | Added +10.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 351.3k $67.9m | Reduced -390.6k |
| CI INVESTMENTS INC. 0.21% of their portfolio | 338.4k $65.4m | Added +162.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 333.7k $64.5m | Added +36.6k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 332.1k $64.2m | Added +8.0k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.19% of their portfolio | 317.9k $61.4m | Added +85.5k |
| Capital World Investors 0.01% of their portfolio | 316.9k $61.2m | Reduced -282.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.05% of their portfolio | 316.4k $60.9m | Reduced -389.2k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 315.3k $60.9m | Reduced -29.6k |
| FIRST MANHATTAN CO. LLC. 0.15% of their portfolio | 312.5k $60.4m | Added +12.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.08% of their portfolio | 309.5k $59.8m | Added +1.1k |
| Man Group plc 0.10% of their portfolio | 295.7k $57.1m | Added +275.4k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 292.6k $49.9m | Reduced -882 |
| Cornerstone Investment Partners, LLC 1.88% of their portfolio | 290.7k $56.2m | Reduced -142.8k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 282.5k $54.6m | Added +274.8k |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 279.5k $54.0m | New |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 279.1k $53.9m | New |
| Vulcan Value Partners, LLC 1.53% of their portfolio | 259.9k $50.2m | Added +11.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 254.8k $49.2m | Reduced -6.6k |
| Vontobel Holding Ltd. 0.16% of their portfolio | 252.6k $48.8m | Reduced -472.4k |
| Aberdeen Group plc 0.06% of their portfolio | 238.8k $46.1m | Added +22.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 229.4k $44.3m | Reduced -158.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 229.4k $44.3m | Reduced -160.7k |
| BARCLAYS PLC 0.01% of their portfolio | 228.7k $44.2m | Reduced -59.9k |
| Danica Pension, Livsforsikringsaktieselskab 0.70% of their portfolio | 227.6k $44.0m | Added +16.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 224.6k $43.4m | Added +43.8k |
| CITIGROUP INC 0.02% of their portfolio | 222.5k $43.0m | Reduced -146.2k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 221.4k $42.8m | Added +19.8k |
| SEB Asset Management AB 0.16% of their portfolio | 215.2k $41.6m | Reduced -13.5k |
| COUNTRY TRUST BANK 0.72% of their portfolio | 212.4k $41.0m | Reduced -11.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 204.2k $39.5m | Added +54.6k |
| Associated Banc-Corp 0.92% of their portfolio | 200.6k $38.8m | Added +19.6k |
| GLENMEDE TRUST CO NA 0.17% of their portfolio | 200.5k $38.7m | Reduced -12.6k |
| Freestone Grove Partners LP 0.25% of their portfolio | 200.3k $38.7m | Reduced -3.5k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 198.6k $33.8m | Unchanged |