Skip to main content

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
Cresset Asset Management, LLC1,203$291.0K0.00%−113−8.6%Reduced
BSW Wealth Partners1,211$293.0K0.08%−7−0.6%Reduced
Waldron Private Wealth LLC1,210$293.0K0.02%00.0%Unchanged
Regions Financial Corp1,251$303.0K0.00%00.0%Unchanged
Marshall Wace, LLP1,271$308.0K0.00%+1,271New
Busey Wealth Management1,285$311.0K0.01%+50+4.0%Added
Clarius Group, LLC1,291$313.0K0.03%+30+2.4%Added
Spire Wealth Management1,301$315.0K0.01%−4,509−77.6%Reduced
Coldstream Capital Management Inc1,304$316.0K0.01%+66+5.3%Added
Angeles Investment Advisors, LLC1,309$317.0K0.02%00.0%Unchanged
Accretive Wealth Partners, LLC1,310$317.0K0.23%+1,310New
CAPROCK Group, Inc.1,314$318.0K0.03%+248+23.3%Added
Klingenstein Fields & Co LP1,321$320.0K0.01%00.0%Unchanged
Fifth Third Bancorp1,337$324.0K0.00%−212−13.7%Reduced
Seeyond1,358$329.0K0.03%+6+0.4%Added
Cypress Wealth Services, LLC1,372$332.0K0.09%−24−1.7%Reduced
Horizon Investments, LLC1,373$333.0K0.01%+163+13.5%Added
Keybank National Association1,388$336.0K0.00%−18−1.3%Reduced
Davy Global Fund Management Ltd1,465$355.0K0.05%00.0%Unchanged
Pendal Group Limited1,477$358.0K0.00%+1,477New
Checchi Capital Advisers, LLC1,489$361.0K0.04%−80−5.1%Reduced
SG3 Management, LLC1,500$363.0K0.15%−2,500−62.5%Reduced
Main Street Research LLC1,500$363.0K0.03%00.0%Unchanged
Machina Capital S.A.S.1,500$363.0K0.61%+1,500New
Advisors Preferred, LLC1,476$365.0K0.04%+1,476New
Caption Management, LLC1,503$365.0K0.03%+1,503New
Leonteq Securities AG1,518$367.8K0.03%+718+89.8%Added
Inverness Counsel LLC1,521$369.0K0.01%+1,521New
Convergence Investment Partners, LLC1,529$371.0K0.16%−374−19.7%Reduced
Hayden Royal, LLC1,554$377.0K0.21%−281−15.3%Reduced
Level Four Advisory Services, LLC1,571$381.0K0.03%−200−11.3%Reduced
Client 1st Advisory Group, LLC1,586$384.0K0.20%00.0%Unchanged
Kovitz Investment Group Partners, LLC1,608$390.0K0.01%00.0%Unchanged
Aprio Wealth Management, LLC1,610$390.0K0.18%+1,610New
Ieq Capital, LLC1,636$396.0K0.01%+586+55.8%Added
Advisors Asset Management, Inc.1,641$398.0K0.01%+421+34.5%Added
Great Diamond Partners, LLC1,668$404.0K0.11%−18−1.1%Reduced
Trust Asset Management LLC1,697$411.0K0.06%+197+13.1%Added
Allred Capital Management, LLC1,712$414.0K0.20%−79−4.4%Reduced
Zions Bancorporation, N.A.1,720$417.0K0.04%−415−19.4%Reduced
Fundamentun, LLC1,732$420.0K0.12%00.0%Unchanged
Tokio Marine Asset Management Co Ltd1,742$422.0K0.04%+124+7.7%Added
Flputnam Investment Management Co1,769$429.0K0.01%−2−0.1%Reduced
AMG National Trust Bank1,778$431.0K0.01%−30−1.7%Reduced
Bremer Bank National Association1,778$431.0K0.09%00.0%Unchanged
Outlook Wealth Advisors, LLC1,785$433.0K0.14%+1,785New
Tarbox Family Office, Inc.1,797$435.0K0.08%00.0%Unchanged
Demars Financial Group, LLC1,802$437.0K0.26%−2−0.1%Reduced
United Capital Financial Advisers, LLC1,810$439.0K0.00%+1,810New
Cetera Investment Advisers1,832$444.0K0.01%+742+68.1%Added
Signaturefd, LLC1,836$445.0K0.02%+268+17.1%Added
Andesa Financial Management Inc.1,888$458.0K0.14%+42+2.3%Added
Fulcrum Asset Management LLP–$458.0K0.19%––
Clear Perspective Advisors, LLC1,898$460.0K0.16%00.0%Unchanged
Alliance Wealth Advisors, LLC1,913$464.0K0.42%+137+7.7%Added
Principle Wealth Partners LLC1,920$465.0K0.05%00.0%Unchanged
Inscription Capital, LLC1,920$465.0K0.05%+1,920New
Fort Washington Investment Advisors Inc1,937$469.0K0.00%−228−10.5%Reduced
Globeflex Capital L P1,945$471.0K0.08%−4,239−68.5%Reduced
V Wealth Advisors LLC1,945$471.0K0.07%00.0%Unchanged
Lebenthal Global Advisors, LLC1,959$474.0K0.25%+1,959New
IFP Advisors, Inc2,032$493.0K0.01%−719−26.1%Reduced
Avantax Advisory Services, Inc.2,078$503.0K0.01%+2,078New
Northeast Financial Consultants Inc2,080$504.0K0.03%00.0%Unchanged
Conning Inc.2,086$505.0K0.01%−227−9.8%Reduced
John G Ullman & Associates Inc2,100$509.0K0.07%00.0%Unchanged
Perigon Wealth Management, LLC2,102$509.0K0.05%+330+18.6%Added
Empirical Finance, LLC2,104$510.0K0.08%+325+18.3%Added
Meridian Wealth Management, LLC2,113$512.0K0.07%+205+10.7%Added
XTX Topco Ltd2,155$522.0K0.18%+2,155New
Ironsides Asset Advisors, LLC2,160$523.0K0.16%−840−28.0%Reduced
Pitcairn Co2,252$546.0K0.04%−27−1.2%Reduced
Spotlight Asset Group, Inc.2,303$558.0K0.22%+8+0.3%Added
Wealthfront Advisers LLC2,394$580.0K0.00%+650+37.3%Added
Captrust Financial Advisors2,416$585.0K0.01%−48−1.9%Reduced
Latitude Advisors, LLC2,433$590.0K0.44%−82−3.3%Reduced
Jasper Ridge Partners, L.P.2,459$596.0K0.03%00.0%Unchanged
Magnolia Capital Advisors LLC2,465$597.0K0.26%+71+3.0%Added
Walleye Capital LLC2,470$599.0K0.02%+2,470New
Fulton Bank, N.A.2,522$611.0K0.03%−120−4.5%Reduced
Guardian Capital LP2,535$614.0K0.01%−169−6.3%Reduced
Patriot Financial Group Insurance Agency, LLC2,541$616.0K0.11%+609+31.5%Added
Oppenheimer & Co Inc2,554$619.0K0.01%+747+41.3%Added
Adell Harriman & Carpenter Inc2,575$624.0K0.07%+2,575New
Great Lakes Advisors, LLC2,592$628.0K0.01%−36−1.4%Reduced
Lyell Wealth Management, LP2,599$630.0K0.08%+203+8.5%Added
Symmetry Partners, LLC2,608$632.0K0.04%00.0%Unchanged
Veritable, L.P.2,615$634.0K0.01%+81+3.2%Added
HighPoint Advisor Group LLC2,647$641.0K0.06%−158−5.6%Reduced
Ameritas Investment Partners, Inc.2,647$641.0K0.02%00.0%Unchanged
Virtue Capital Management, LLC2,652$643.0K0.13%+45+1.7%Added
Wetherby Asset Management Inc2,653$643.0K0.04%+433+19.5%Added
BCJ Capital Management, LLC2,676$648.0K0.07%+826+44.6%Added
Wellington Shields Capital Management, LLC2,746$665.0K0.08%00.0%Unchanged
Park Avenue Securities LLC2,787$675.0K0.01%+385+16.0%Added
Welch & Forbes LLC2,800$678.0K0.01%+2,800New
Heartland Bank & Trust Co2,797$678.0K0.62%+2,797New
Greenleaf Trust2,811$681.0K0.01%+159+6.0%Added
Advisor Partners LLC2,847$690.0K0.05%+55+2.0%Added
Toroso Investments, LLC2,855$692.0K0.03%+371+14.9%Added