Harris Associates Discloses 6.8% Stake in IQVIA via Schedule 13G/A
Rhea-AI Filing Summary
Harris Associates L.P. and Harris Associates, Inc. filed an Amendment No. 1 to Schedule 13G reporting beneficial ownership of IQVIA Holdings Inc. common stock. The filing shows an aggregate of 11,753,182 shares, representing 6.8% of the class, with sole voting power over 10,291,782 shares and sole dispositive power over 11,753,182 shares. The Schedule identifies IQVIA's principal executive office at 2400 Ellis Road, Durham, NC.
The statement notes the shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer. The filing is dated as an event on 06/30/2025 and signed on 08/14/2025 by Joseph J. Allessie as General Counsel and Secretary.
Positive
- Clear disclosure of beneficial ownership: aggregate 11,753,182 shares reported
- Material stake quantified: represents 6.8% of the class
- Specified voting/dispositive powers: sole voting power 10,291,782, sole dispositive power 11,753,182
- Certification of passive intent: securities held in the ordinary course and not to influence control
Negative
- None.
Insights
TL;DR: Harris reports a meaningful passive stake of 6.8% with sole dispositive authority, disclosed via a Schedule 13G/A.
Harris Associates reports beneficial ownership of 11.75 million IQVIA shares, equivalent to 6.8% of outstanding common stock, and retains sole dispositive power for those shares. The Schedule 13G/A framework and the certification language indicate a passive investment held in the ordinary course of business rather than an activist or control-seeking position. Key metrics—aggregate shares, percent ownership, and voting/dispositive splits—are clearly stated and allow investors to quantify Harris’s economic exposure and voting influence.
TL;DR: Filing signals a significant institutional stake but affirms non-control intent under Schedule 13G rules.
The filing shows Harris Associates as an investment adviser/parent entity with sole voting power over ~10.29 million shares and sole dispositive power over ~11.75 million shares. The certification explicitly states the securities were not acquired to change or influence issuer control, consistent with passive investor treatment under Schedule 13G. From a governance perspective, this disclosure improves transparency about a large shareholder yet does not, per the filing, indicate plans to engage in governance actions.