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IQVIA Holdings Inc.

IQV
Exchange
NYSE
Industry
Services-Commercial Physical & Biological Research
SEC CIK
0001478242

In the last 90 days, IQVIA Holdings Inc. insiders filed 0 open-market purchases and 6 sales; 1,091 institutions reported holding it in 13F filings for Q2 2026, worth $30.3B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Greenhaven Associates.

13F holders, Q2 2021

Institutional positions in IQVIA Holdings Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
853
+82 vs. Q1 2021
Shares held
168.9M
+1.49M (+0.9%) vs. Q1 2021
Total value
$40.9B
+$8.60B (+26.6%) vs. Q1 2021
New holders
129
320 more added
Sold out
47
281 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IQV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 853 institutions
Q1 2021: 776 institutionsQ2 2021: 853 institutionsQ3 2021: 865 institutionsQ4 2021: 939 institutionsQ1 2022: 898 institutionsQ2 2022: 887 institutionsQ3 2022: 889 institutionsQ4 2022: 925 institutionsQ1 2023: 928 institutionsQ2 2023: 934 institutionsQ3 2023: 945 institutionsQ4 2023: 960 institutionsQ1 2024: 1,017 institutionsQ2 2024: 1,024 institutionsQ3 2024: 1,066 institutionsQ4 2024: 1,005 institutionsQ1 2025: 993 institutionsQ2 2025: 980 institutionsQ3 2025: 1,008 institutionsQ4 2025: 1,145 institutionsQ1 2026: 1,072 institutionsQ2 2026: 1,091 institutions
Value heldQ2 2021: $40.9B
Q1 2021: $32.5BQ2 2021: $40.9BQ3 2021: $40.2BQ4 2021: $47.0BQ1 2022: $38.2BQ2 2022: $35.3BQ3 2022: $29.6BQ4 2022: $33.4BQ1 2023: $32.3BQ2 2023: $36.3BQ3 2023: $32.2BQ4 2023: $37.7BQ1 2024: $40.4BQ2 2024: $33.4BQ3 2024: $37.2BQ4 2024: $30.3BQ1 2025: $27.1BQ2 2025: $25.6BQ3 2025: $30.1BQ4 2025: $36.3BQ1 2026: $26.9BQ2 2026: $30.3B
Institutions holding IQV and their total value by quarter
QuarterHoldersValue
Q2 20261,091$30.3B
Q1 20261,072$26.9B
Q4 20251,145$36.3B
Q3 20251,008$30.1B
Q2 2025980$25.6B
Q1 2025993$27.1B
Q4 20241,005$30.3B
Q3 20241,066$37.2B
Q2 20241,024$33.4B
Q1 20241,017$40.4B
Q4 2023960$37.7B
Q3 2023945$32.2B
Q2 2023934$36.3B
Q1 2023928$32.3B
Q4 2022925$33.4B
Q3 2022889$29.6B
Q2 2022887$35.3B
Q1 2022898$38.2B
Q4 2021939$47.0B
Q3 2021865$40.2B
Q2 2021853$40.9B
Q1 2021776$32.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2021.

Institutions holding IQV in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp2$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$00.00%+2New
Kelly Financial Services LLC5,331$220.00%+5,309+24,131.8%Added
WestEnd Advisors, LLC–$4840.00%–New
Exane Derivatives2$4990.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3$7270.00%00.0%Unchanged
Global Financial Private Client, LLC4$9890.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
Bartlett & Co. LLC3$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$1.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC6$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.00K0.00%+5New
Bay Harbor Wealth Management, LLC6$1.00K0.00%+6New
Huntington National Bank9$2.00K0.00%−41−82.0%Reduced
Crescent Capital Consulting, LLC10$2.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC9$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$2.00K0.00%+8New
TFC Financial Management14$3.00K0.00%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)11$3.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC12$3.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.11$3.00K0.00%00.0%Unchanged
Standard Family Office LLC11$3.00K0.00%00.0%Unchanged
Lee Financial Co13$3.00K0.00%+13New
BDO Wealth Advisors, LLC17$4.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.18$4.00K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC16$4.00K0.00%+16New
Raffa Wealth Management, LLC17$4.12K0.00%00.0%Unchanged
Assetmark, Inc20$5.00K0.00%+20New
Front Row Advisors LLC23$6.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$6.00K0.00%00.0%Unchanged
Delta Asset Management LLC30$7.00K0.00%00.0%Unchanged
MUFG Americas Holdings Corp30$7.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC30$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC30$7.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.27$7.00K0.00%+4+17.4%Added
MV Capital Management, Inc.29$7.00K0.00%+25+625.0%Added
Jones Financial Companies LLLP33$8.00K0.00%00.0%Unchanged
Webster Bank, N. A.32$8.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC33$8.00K0.01%00.0%Unchanged
West Paces Advisors Inc.37$8.97K0.00%00.0%Unchanged
Resolute Partners Group37$9.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC45$11.0K0.00%00.0%Unchanged
Hudock, Inc.52$12.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.49$12.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.52$12.6K0.00%00.0%Unchanged
Bogart Wealth, LLC53$13.0K0.00%−9−14.5%Reduced
Atlas Private Wealth Advisors52$13.0K0.01%00.0%Unchanged
Central Bank & Trust Co58$14.0K0.00%+58New
Tradition Wealth Management, LLC60$15.0K0.00%−6−9.1%Reduced
Trust Co of Vermont62$15.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC65$16.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC65$16.0K0.01%00.0%Unchanged
FourThought Financial, LLC67$16.0K0.00%+5+8.1%Added
BBVA USA64$16.0K0.00%+64New
Sound Income Strategies, LLC64$16.0K0.00%+64New
Emfo, LLC65$16.0K0.01%+65New
Clean Yield Group72$17.0K0.01%+72New
Allworth Financial LP73$18.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC77$19.0K0.00%+49+175.0%Added
Earnest Partners LLC91$22.0K0.00%00.0%Unchanged
Evoke Wealth, LLC92$22.0K0.00%−3−3.2%Reduced
Better Money Decisions, LLC90$22.0K0.02%00.0%Unchanged
RE Advisers Corp92$22.0K0.00%+92New
Graves-Light Private Wealth Management, Inc.101$24.0K0.00%−24−19.2%Reduced
Blume Capital Management, Inc.100$24.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc97$24.0K0.00%+3+3.2%Added
Massmutual Trust Co FSB101$24.0K0.00%+82+431.6%Added
Sterling Investment Advisors, Ltd.97$24.0K0.01%+97New
Optimum Investment Advisors110$27.0K0.01%00.0%Unchanged
Sonora Investment Management, LLC113$27.0K0.00%+13+13.0%Added
Perennial Advisors, LLC110$27.0K0.01%+110New
Harbor Investment Advisory, LLC118$29.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC112$29.0K0.02%+112New
Neo Ivy Capital Management126$31.0K0.03%+126New
Old North State Trust, LLC135$33.0K0.02%00.0%Unchanged
Evolution Wealth Advisors, LLC141$34.0K0.01%−111−44.0%Reduced
Fieldpoint Private Securities, LLC146$36.0K0.01%+31+27.0%Added
State of Wyoming154$37.0K0.02%−103−40.1%Reduced
Salem Investment Counselors Inc162$39.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC168$41.0K0.01%00.0%Unchanged
Jacobi Capital Management LLC168$41.0K0.01%00.0%Unchanged
Smithfield Trust Co172$42.0K0.00%+130+309.5%Added
Focused Wealth Management, Inc186$45.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund191$46.0K0.00%−29,909−99.4%Reduced
Burleson & Company, LLC188$46.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust191$47.0K0.01%+17+9.8%Added
Baystate Wealth Management LLC200$48.0K0.00%00.0%Unchanged
First Horizon Corp199$48.0K0.00%00.0%Unchanged
Red Door Wealth Management, LLC200$48.0K0.02%+200New
Ellevest, Inc.203$49.0K0.00%−64−24.0%Reduced
Sage Private Wealth Group, LLC201$49.0K0.07%00.0%Unchanged
TD Ameritrade Investment Management, LLC204$49.0K0.00%+9+4.6%Added
Hexagon Capital Partners LLC209$51.0K0.01%−189−47.5%Reduced
Altshuler Shaham Ltd209$51.0K0.00%+209New
Glassman Wealth Services214$52.0K0.01%+13+6.5%Added
Trustcore Financial Services, LLC219$53.0K0.01%+104+90.4%Added
Harbour Investments, Inc.225$55.0K0.00%+199+765.4%Added
Fred Alger Management, LLC225$55.0K0.00%+225New
Manchester Capital Management LLC253$61.0K0.01%+29+12.9%Added
Howe & Rusling Inc256$62.0K0.01%−2−0.8%Reduced