DaveManuel.com · Institutional Ownership · Who Owns It
IQVIA HLDGS INC (IQV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,095
Reporting holders
$30.5B
Reported value
95.5%
Of shares outstanding
0.3%
Calls
0.3%
Puts
+11
Holder change
Institutions report 157,208,302 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 | -51.6%-$161.9M |
| 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 |
| KBC Group NV | $144.5M | 747,974 | 0.31% | 31q | -3.4%-$5.0M |
| 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 |
| Pacer Advisors, Inc. | $129.2M | 668,811 | 0.33% | 31q | -8.3%-$11.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $121.5M | 628,936 | 0.09% | 31q | -1.8%-$2.3M |
| Allianz Asset Management GmbH | $113.6M incl. $4.7M options CALL+PUT | 563,844 | 0.09% | 35q | +92.1%+$54.5M |
| 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 incl. $5.5M options CALL+PUT | 516,724 | 0.04% | 31q | +92.7%+$50.7M |
| UBS Group AG | $99.3M incl. $6.8M options PUT | 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 incl. $34.4M options CALL+PUT | 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 |
| PGGM Investments | $77.5M | 401,347 | 1.91% | 20q | +7.1%+$5.1M |
| 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 |
| LORD, ABBETT & CO. LLC | $71.6M | 370,315 | 0.20% | 3q | -31.1%-$32.3M |
| 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 incl. $14.7M options CALL+PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $67.9M | 351,283 | 0.01% | 31q | -52.7%-$75.5M |
| 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | $59.8M | 309,534 | 1.07% | 14q | HELD |
| 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 |
| Point72 Asset Management, L.P. | $54.5M incl. $521.7K options CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $49.2M | 254,847 | 0.05% | 31q | -2.5%-$1.3M |
| Vontobel Holding Ltd. | $48.8M | 252,568 | 0.16% | 23q | -65.2%-$91.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48.8M incl. $32.9M options CALL+PUT | 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 | -40.9%-$30.7M |
| 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 |
Showing the largest 100 of 1,097 reported holders. The count of 1,095 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-23 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-29 | BOUSBIB ARI | See Remarks | Sold | 106,279 | $26.1M ×4 |
| 2026-08-03 | STAUB W RICHARD | See Remarks | Sold | 5,500 | $1.3M |
| 2026-07-29 | Sherbet Eric | See Remarks | Sold | 5,000 | $1.2M |
| 2026-09-02 | Berkshire James G. | See Remarks | Sold | 2,668 | $697.2K |
| 2026-07-31 | Patel Bhavik | See Remarks | Sold | 1,855 | $436.4K |
| 2026-07-29 | Cherofsky Keriann | See Remarks | Sold | 558 | $136.8K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 382 | $1.9B | 7,044,209 | 65 | 105 | 127 | 0.0% |
| Q2 2026 | 1,095 | $30.5B | 157,208,302 | 125 | 385 | 416 | 0.6% |
| Q1 2026 | 1,084 | $27.2B | 156,773,088 | 107 | 396 | 389 | 1.1% |
| Q4 2025 | 1,150 | $36.9B | 161,338,811 | 173 | 397 | 340 | 1.5% |
| Q3 2025 | 1,018 | $31.4B | 161,709,321 | 134 | 383 | 333 | 2.3% |
| Q2 2025 | 993 | $26.4B | 162,523,822 | 113 | 417 | 310 | 2.7% |
| Q1 2025 | 999 | $27.5B | 154,461,299 | 98 | 356 | 360 | 1.1% |
| Q4 2024 | 1,014 | $30.7B | 154,216,594 | 65 | 311 | 411 | 1.4% |
| Q3 2024 | 1,070 | $38.1B | 158,952,798 | 106 | 411 | 333 | 1.2% |
| Q2 2024 | 1,031 | $34.1B | 159,294,770 | 89 | 410 | 305 | 1.4% |
| Q1 2024 | 1,026 | $43.5B | 170,085,712 | 104 | 367 | 334 | 1.2% |
| Q4 2023 | 969 | $39.5B | 169,034,716 | 67 | 262 | 403 | 1.1% |
| Q3 2023 | 949 | $32.4B | 163,642,115 | 84 | 334 | 324 | 0.4% |
| Q2 2023 | 940 | $36.8B | 163,233,177 | 87 | 317 | 324 | 0.4% |
| Q1 2023 | 928 | $33.8B | 170,873,973 | 80 | 326 | 313 | 0.4% |
| Q4 2022 | 927 | $33.5B | 162,691,303 | 100 | 273 | 378 | 0.2% |
| Q3 2022 | 871 | $304.7B | 1,681,096,960 | 77 | 300 | 304 | 0.0% |
| Q2 2022 | 868 | $438.4B | 2,019,683,134 | 71 | 297 | 328 | 0.0% |
| Q1 2022 | 885 | $443.1B | 1,915,521,816 | 69 | 336 | 306 | 0.0% |
| Q4 2021 | 934 | $228.4B | 949,572,590 | 89 | 328 | 274 | 0.1% |
| Q3 2021 | 856 | $397.6B | 1,658,838,390 | 53 | 329 | 295 | 0.1% |
| Q2 2021 | 849 | $167.6B | 690,153,078 | 119 | 291 | 260 | 0.2% |
| Q1 2021 | 766 | $127.4B | 659,063,860 | 80 | 288 | 235 | 0.1% |
| Q4 2020 | 754 | $270.9B | 1,510,743,569 | 81 | 299 | 213 | 0.0% |
| Q3 2020 | 697 | $107.3B | 680,254,960 | 69 | 280 | 208 | 0.1% |
| Q2 2020 | 678 | $102.0B | 718,336,642 | 94 | 236 | 238 | 0.1% |
| Q1 2020 | 661 | $86.1B | 783,187,163 | 79 | 231 | 241 | 1.9% |
| Q4 2019 | 688 | $95.6B | 616,126,575 | 66 | 211 | 240 | 0.4% |
| Q3 2019 | 666 | $73.0B | 488,121,625 | 67 | 267 | 207 | 0.1% |
| Q2 2019 | 653 | $95.5B | 592,799,658 | 74 | 258 | 187 | 0.2% |
| Q1 2019 | 644 | $85.7B | 595,321,747 | 96 | 220 | 215 | 0.1% |
| Q4 2018 | 584 | $84.5B | 727,352,843 | 7 | 10 | 17 | 0.1% |