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 ($74.9m this quarter). Holder counts are more reliable. Shares outstanding: 170.3m as of 2025-10-20, 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 ≈ $189.79. Options: 21 managers hold calls ($496.3m notional), 20 hold puts ($237.3m).
Trends to Q3 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 347 | 520 |
| Q1 2024 | 483 | 413 |
| Q2 2024 | 517 | 413 |
| Q3 2024 | 543 | 418 |
| Q4 2024 | 393 | 601 |
| Q1 2025 | 462 | 483 |
| Q2 2025 | 538 | 449 |
| Q3 2025 | 534 | 446 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $165.3m | $260.2m | 1.57 |
| Q1 2025 | $124.1m | $191.1m | 1.54 |
| Q2 2025 | $460.5m | $262.0m | 0.57 |
| Q3 2025 | $496.3m | $237.3m | 0.48 |
Biggest buyers
| Boston Partners | New | +3.6m |
| JPMORGAN CHASE & CO | Added | +3.4m |
| Orbis Allan Gray Ltd | Added | +915.3k |
| FMR LLC | Added | +758.9k |
| BlackRock, Inc. | Added | +632.7k |
| Vontobel Holding Ltd. | Added | +495.9k |
| CITIGROUP INC | Added | +475.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +449.9k |
| Cantillon Capital Management LLC | Added | +413.3k |
| Invesco Ltd. | Added | +367.2k |
Biggest sellers
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -2.9m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -936.2k |
| Capital Research Global Investors | Reduced | -908.4k |
| Squarepoint Ops LLC | Reduced | -822.0k |
| Qube Research & Technologies Ltd | Reduced | -788.9k |
| ROYAL BANK OF CANADA | Reduced | -584.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -451.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -399.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -374.6k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $250.2m1.3m shares |
| WELLS FARGO & COMPANY/MN | Unchanged | $142.5m750.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $32.4m170.5k shares |
| CITADEL ADVISORS LLC | Reduced | $13.4m70.5k shares |
| UBS Group AG | Added | $12.7m66.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $7.6m42.0k shares |
| Freemont Management S.A. | Unchanged | $5.7m30.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.9m26.0k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $4.5m23.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $4.1m21.6k shares |
Biggest puts
| WELLS FARGO & COMPANY/MN | Added | $128.2m675.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $29.0m152.7k shares |
| CITADEL ADVISORS LLC | Reduced | $13.4m70.3k shares |
| Twin Tree Management, LP | Reduced | $12.0m63.4k shares |
| JANE STREET GROUP, LLC | Reduced | $8.6m45.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $6.1m32.0k shares |
| Cubist Systematic Strategies, LLC | Reduced | $5.5m28.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $5.2m27.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.4m23.2k shares |
| JPMORGAN CHASE & CO | New | $4.3m22.6k 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 in Q3 2025
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 2023 | 0 | — | 1 | $2.8m | — |
| Q1 2024 | 0 | — | 4 | $17.1m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $320.2k | — |
| Q4 2024 | 1 | $255.7k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-07-23 | Sherbet Eric Officer | Sold | $1.1m5.8k shares |
| 2025-07-23 | Cherofsky Keriann Officer | Sold | $105.1k549 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 19.5m $3.7bn | Reduced -185.9k |
| BlackRock, Inc. 0.05% of their portfolio | 14.8m $2.8bn | Added +632.7k |
| HARRIS ASSOCIATES L P 3.47% of their portfolio | 11.4m $2.2bn | Reduced -365.9k |
| STATE STREET CORP 0.05% of their portfolio | 7.5m $1.4bn | Reduced -75.9k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 6.6m $1.2bn | Added +3.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.4m $822.9m | Added +132.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.55% of their portfolio | 4.1m $781.7m | Reduced -52.9k |
| FMR LLC 0.04% of their portfolio | 3.7m $696.2m | Added +758.9k |
| ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio | 3.6m $683.3m | Added +41.6k |
| Boston Partners 0.69% of their portfolio | 3.6m $676.7m | New |
| Artisan Partners Limited Partnership 0.94% of their portfolio | 3.4m $652.2m | Added +161.1k |
| Invesco Ltd. 0.08% of their portfolio | 2.8m $526.9m | Added +367.2k |
| Longview Partners (Guernsey) LTD 4.66% of their portfolio | 2.3m $445.7m | Added +57.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.37% of their portfolio | 2.3m $421.3m | Added +253.8k |
| MORGAN STANLEY 0.03% of their portfolio | 2.3m $437.0m | Reduced -96.0k |
| Cantillon Capital Management LLC 2.02% of their portfolio | 1.9m $366.0m | Added +413.3k |
| LAZARD ASSET MANAGEMENT LLC 0.47% of their portfolio | 1.8m $349.3m | Reduced -27.5k |
| AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 1.8m $321.6m | Added +222.4k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.8m $336.8m | Reduced -1.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.4m $270.0m | Added +12.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.3m $255.6m | Added +84.5k |
| CIBC Private Wealth Group LLC 0.43% of their portfolio | 1.3m $250.5m | Reduced -15.0k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.3m $248.6m | Reduced -451.3k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 1.2m $236.4m | Reduced -399.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.2m $233.9m | Reduced -356.7k |
| RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio | 1.2m $233.8m | Added +89.8k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.2m $223.9m | Added +256.6k |
| Legal & General Group Plc 0.05% of their portfolio | 1.1m $215.1m | Added +6.3k |
| Amundi 0.07% of their portfolio | 1.1m $229.2m | Reduced -161.7k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.0m $194.5m | Added +20.4k |
| UBS Group AG 0.04% of their portfolio | 995.1k $189.0m | Added +29.1k |
| Orbis Allan Gray Ltd 0.79% of their portfolio | 967.5k $183.8m | Added +915.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 954.9k $181.4m | Added +106.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.01% of their portfolio | 938.6k $178.3m | Reduced -2.9m |
| CITIGROUP INC 0.12% of their portfolio | 915.2k $173.8m | Added +475.6k |
| Capital Research Global Investors 0.03% of their portfolio | 901.3k $171.1m | Reduced -908.4k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 808.1k $153.5m | Reduced -54.6k |
| CADIAN CAPITAL MANAGEMENT, LP 9.06% of their portfolio | 803.1k $152.5m | Added +150.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 799.6k $151.9m | Reduced -9.3k |
| JARISLOWSKY, FRASER Ltd 0.82% of their portfolio | 785.7k $149.2m | Reduced -7.4k |
| Pacer Advisors, Inc. 0.35% of their portfolio | 728.5k $138.4m | Reduced -299.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 694.9k $132.0m | Added +449.9k |
| Vulcan Value Partners, LLC 2.35% of their portfolio | 680.9k $129.9m | Added +12.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 648.0k $123.1m | Added +14.8k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 621.4k $118.0m | Added +81.1k |
| FIL Ltd 0.09% of their portfolio | 601.6k $114.3m | Added +63.2k |
| Capital World Investors 0.02% of their portfolio | 591.3k $112.3m | Added +1.4k |
| EARNEST PARTNERS LLC 0.47% of their portfolio | 565.4k $107.4m | Reduced -9.0k |
| Vontobel Holding Ltd. 0.33% of their portfolio | 550.4k $104.5m | Added +495.9k |
| Alyeska Investment Group, L.P. 0.31% of their portfolio | 544.3k $103.4m | Reduced -201.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio | 507.9k $96.5m | Added +62.8k |
| Swiss National Bank 0.05% of their portfolio | 498.7k $94.7m | Reduced -35.1k |
| Nuveen, LLC 0.02% of their portfolio | 469.7k $89.2m | Added +26.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.07% of their portfolio | 469.2k $89.1m | Reduced -74.4k |
| KBC Group NV 0.21% of their portfolio | 463.2k $88.0m | Added +5.2k |
| Qube Research & Technologies Ltd 0.12% of their portfolio | 461.3k $87.6m | Reduced -788.9k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 441.0k $83.8m | Reduced -25.2k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 419.2k $79.6m | Reduced -17.5k |
| PLATINUM INVESTMENT MANAGEMENT LTD 4.51% of their portfolio | 367.7k $69.8m | Reduced -23.1k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 364.5k $69.1m | Added +14.4k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 357.8k $68.0m | Added +78.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 349.6k $66.4m | Reduced -584.4k |
| Cornerstone Investment Partners, LLC 2.73% of their portfolio | 344.1k $65.4m | Added +61.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 341.8k $64.9m | Added +17.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 337.8k $64.2m | Reduced -111.5k |
| California Public Employees Retirement System 0.04% of their portfolio | 331.0k $62.9m | Added +373 |
| Premier Fund Managers Ltd 2.32% of their portfolio | 311.8k $56.4m | Added +60.8k |
| CRITERIA CAIXA, S.A.U. 6.91% of their portfolio | 310.3k $58.9m | New |
| EULAV Asset Management 1.36% of their portfolio | 309.0k $58.7m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 301.8k $57.3m | Reduced -38.0k |
| BARCLAYS PLC 0.02% of their portfolio | 300.7k $57.1m | Reduced -133.7k |
| Rockefeller Capital Management L.P. 0.11% of their portfolio | 298.3k $56.7m | Reduced -80.5k |
| National Pension Service 0.04% of their portfolio | 287.1k $54.5m | Added +7.9k |
| APPALOOSA LP 0.73% of their portfolio | 285.0k $54.1m | Reduced -15.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 284.6k $54.1m | Reduced -6.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.86% of their portfolio | 279.0k $53.0m | Added +9.7k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 273.9k $52.0m | Added +16.0k |
| Candriam S.C.A. 0.27% of their portfolio | 272.7k $51.8m | Added +103.6k |
| Clarkston Capital Partners, LLC 1.07% of their portfolio | 262.0k $49.8m | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.13% of their portfolio | 255.1k $48.5m | Added +10.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio | 251.7k $47.8m | Added +16.2k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 245.1k $46.6m | Added +30.8k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 237.6k $45.1m | Added +70.4k |
| CIBC Asset Management Inc 0.13% of their portfolio | 237.4k $45.1m | Reduced -45.9k |
| Sunriver Management LLC 4.73% of their portfolio | 229.1k $43.5m | New |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.27% of their portfolio | 227.2k $43.2m | Added +3.0k |
| Glenmede Investment Management, LP 0.19% of their portfolio | 202.7k $38.5m | Reduced -19.7k |
| PARNASSUS INVESTMENTS, LLC 0.09% of their portfolio | 199.6k $37.9m | Reduced -7.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 199.1k $37.8m | Added +28.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.15% of their portfolio | 198.9k $37.8m | Reduced -4.5k |
| PGGM Investments 0.61% of their portfolio | 198.7k $37.7m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.12% of their portfolio | 198.7k $37.7m | Reduced -256.5k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 198.6k $36.1m | Unchanged |
| COUNTRY TRUST BANK 0.80% of their portfolio | 193.4k $36.7m | Reduced -17.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 187.0k $35.5m | Added +40.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 184.4k $35.0m | Added +3.1k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 181.5k $34.5m | Reduced -936.2k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 175.9k $33.4m | Added +63.3k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.81% of their portfolio | 174.7k $33.2m | Added +74.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 173.5k $33.0m | Added +150.9k |