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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,091 | $30.3B |
| Q1 2026 | 1,072 | $26.9B |
| Q4 2025 | 1,145 | $36.3B |
| Q3 2025 | 1,008 | $30.1B |
| Q2 2025 | 980 | $25.6B |
| Q1 2025 | 993 | $27.1B |
| Q4 2024 | 1,005 | $30.3B |
| Q3 2024 | 1,066 | $37.2B |
| Q2 2024 | 1,024 | $33.4B |
| Q1 2024 | 1,017 | $40.4B |
| Q4 2023 | 960 | $37.7B |
| Q3 2023 | 945 | $32.2B |
| Q2 2023 | 934 | $36.3B |
| Q1 2023 | 928 | $32.3B |
| Q4 2022 | 925 | $33.4B |
| Q3 2022 | 889 | $29.6B |
| Q2 2022 | 887 | $35.3B |
| Q1 2022 | 898 | $38.2B |
| Q4 2021 | 939 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,203 | $291.0K | 0.00% | −113−8.6% | Reduced |
| BSW Wealth Partners | 1,211 | $293.0K | 0.08% | −7−0.6% | Reduced |
| Waldron Private Wealth LLC | 1,210 | $293.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 1,251 | $303.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,271 | $308.0K | 0.00% | +1,271 | New |
| Busey Wealth Management | 1,285 | $311.0K | 0.01% | +50+4.0% | Added |
| Clarius Group, LLC | 1,291 | $313.0K | 0.03% | +30+2.4% | Added |
| Spire Wealth Management | 1,301 | $315.0K | 0.01% | −4,509−77.6% | Reduced |
| Coldstream Capital Management Inc | 1,304 | $316.0K | 0.01% | +66+5.3% | Added |
| Angeles Investment Advisors, LLC | 1,309 | $317.0K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,310 | $317.0K | 0.23% | +1,310 | New |
| CAPROCK Group, Inc. | 1,314 | $318.0K | 0.03% | +248+23.3% | Added |
| Klingenstein Fields & Co LP | 1,321 | $320.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,337 | $324.0K | 0.00% | −212−13.7% | Reduced |
| Seeyond | 1,358 | $329.0K | 0.03% | +6+0.4% | Added |
| Cypress Wealth Services, LLC | 1,372 | $332.0K | 0.09% | −24−1.7% | Reduced |
| Horizon Investments, LLC | 1,373 | $333.0K | 0.01% | +163+13.5% | Added |
| Keybank National Association | 1,388 | $336.0K | 0.00% | −18−1.3% | Reduced |
| Davy Global Fund Management Ltd | 1,465 | $355.0K | 0.05% | 00.0% | Unchanged |
| Pendal Group Limited | 1,477 | $358.0K | 0.00% | +1,477 | New |
| Checchi Capital Advisers, LLC | 1,489 | $361.0K | 0.04% | −80−5.1% | Reduced |
| SG3 Management, LLC | 1,500 | $363.0K | 0.15% | −2,500−62.5% | Reduced |
| Main Street Research LLC | 1,500 | $363.0K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,500 | $363.0K | 0.61% | +1,500 | New |
| Advisors Preferred, LLC | 1,476 | $365.0K | 0.04% | +1,476 | New |
| Caption Management, LLC | 1,503 | $365.0K | 0.03% | +1,503 | New |
| Leonteq Securities AG | 1,518 | $367.8K | 0.03% | +718+89.8% | Added |
| Inverness Counsel LLC | 1,521 | $369.0K | 0.01% | +1,521 | New |
| Convergence Investment Partners, LLC | 1,529 | $371.0K | 0.16% | −374−19.7% | Reduced |
| Hayden Royal, LLC | 1,554 | $377.0K | 0.21% | −281−15.3% | Reduced |
| Level Four Advisory Services, LLC | 1,571 | $381.0K | 0.03% | −200−11.3% | Reduced |
| Client 1st Advisory Group, LLC | 1,586 | $384.0K | 0.20% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,608 | $390.0K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,610 | $390.0K | 0.18% | +1,610 | New |
| Ieq Capital, LLC | 1,636 | $396.0K | 0.01% | +586+55.8% | Added |
| Advisors Asset Management, Inc. | 1,641 | $398.0K | 0.01% | +421+34.5% | Added |
| Great Diamond Partners, LLC | 1,668 | $404.0K | 0.11% | −18−1.1% | Reduced |
| Trust Asset Management LLC | 1,697 | $411.0K | 0.06% | +197+13.1% | Added |
| Allred Capital Management, LLC | 1,712 | $414.0K | 0.20% | −79−4.4% | Reduced |
| Zions Bancorporation, N.A. | 1,720 | $417.0K | 0.04% | −415−19.4% | Reduced |
| Fundamentun, LLC | 1,732 | $420.0K | 0.12% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,742 | $422.0K | 0.04% | +124+7.7% | Added |
| Flputnam Investment Management Co | 1,769 | $429.0K | 0.01% | −2−0.1% | Reduced |
| AMG National Trust Bank | 1,778 | $431.0K | 0.01% | −30−1.7% | Reduced |
| Bremer Bank National Association | 1,778 | $431.0K | 0.09% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,785 | $433.0K | 0.14% | +1,785 | New |
| Tarbox Family Office, Inc. | 1,797 | $435.0K | 0.08% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,802 | $437.0K | 0.26% | −2−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,810 | $439.0K | 0.00% | +1,810 | New |
| Cetera Investment Advisers | 1,832 | $444.0K | 0.01% | +742+68.1% | Added |
| Signaturefd, LLC | 1,836 | $445.0K | 0.02% | +268+17.1% | Added |
| Andesa Financial Management Inc. | 1,888 | $458.0K | 0.14% | +42+2.3% | Added |
| Fulcrum Asset Management LLP | – | $458.0K | 0.19% | – | – |
| Clear Perspective Advisors, LLC | 1,898 | $460.0K | 0.16% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,913 | $464.0K | 0.42% | +137+7.7% | Added |
| Principle Wealth Partners LLC | 1,920 | $465.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,920 | $465.0K | 0.05% | +1,920 | New |
| Fort Washington Investment Advisors Inc | 1,937 | $469.0K | 0.00% | −228−10.5% | Reduced |
| Globeflex Capital L P | 1,945 | $471.0K | 0.08% | −4,239−68.5% | Reduced |
| V Wealth Advisors LLC | 1,945 | $471.0K | 0.07% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,959 | $474.0K | 0.25% | +1,959 | New |
| IFP Advisors, Inc | 2,032 | $493.0K | 0.01% | −719−26.1% | Reduced |
| Avantax Advisory Services, Inc. | 2,078 | $503.0K | 0.01% | +2,078 | New |
| Northeast Financial Consultants Inc | 2,080 | $504.0K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 2,086 | $505.0K | 0.01% | −227−9.8% | Reduced |
| John G Ullman & Associates Inc | 2,100 | $509.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,102 | $509.0K | 0.05% | +330+18.6% | Added |
| Empirical Finance, LLC | 2,104 | $510.0K | 0.08% | +325+18.3% | Added |
| Meridian Wealth Management, LLC | 2,113 | $512.0K | 0.07% | +205+10.7% | Added |
| XTX Topco Ltd | 2,155 | $522.0K | 0.18% | +2,155 | New |
| Ironsides Asset Advisors, LLC | 2,160 | $523.0K | 0.16% | −840−28.0% | Reduced |
| Pitcairn Co | 2,252 | $546.0K | 0.04% | −27−1.2% | Reduced |
| Spotlight Asset Group, Inc. | 2,303 | $558.0K | 0.22% | +8+0.3% | Added |
| Wealthfront Advisers LLC | 2,394 | $580.0K | 0.00% | +650+37.3% | Added |
| Captrust Financial Advisors | 2,416 | $585.0K | 0.01% | −48−1.9% | Reduced |
| Latitude Advisors, LLC | 2,433 | $590.0K | 0.44% | −82−3.3% | Reduced |
| Jasper Ridge Partners, L.P. | 2,459 | $596.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,465 | $597.0K | 0.26% | +71+3.0% | Added |
| Walleye Capital LLC | 2,470 | $599.0K | 0.02% | +2,470 | New |
| Fulton Bank, N.A. | 2,522 | $611.0K | 0.03% | −120−4.5% | Reduced |
| Guardian Capital LP | 2,535 | $614.0K | 0.01% | −169−6.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,541 | $616.0K | 0.11% | +609+31.5% | Added |
| Oppenheimer & Co Inc | 2,554 | $619.0K | 0.01% | +747+41.3% | Added |
| Adell Harriman & Carpenter Inc | 2,575 | $624.0K | 0.07% | +2,575 | New |
| Great Lakes Advisors, LLC | 2,592 | $628.0K | 0.01% | −36−1.4% | Reduced |
| Lyell Wealth Management, LP | 2,599 | $630.0K | 0.08% | +203+8.5% | Added |
| Symmetry Partners, LLC | 2,608 | $632.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 2,615 | $634.0K | 0.01% | +81+3.2% | Added |
| HighPoint Advisor Group LLC | 2,647 | $641.0K | 0.06% | −158−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,647 | $641.0K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,652 | $643.0K | 0.13% | +45+1.7% | Added |
| Wetherby Asset Management Inc | 2,653 | $643.0K | 0.04% | +433+19.5% | Added |
| BCJ Capital Management, LLC | 2,676 | $648.0K | 0.07% | +826+44.6% | Added |
| Wellington Shields Capital Management, LLC | 2,746 | $665.0K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,787 | $675.0K | 0.01% | +385+16.0% | Added |
| Welch & Forbes LLC | 2,800 | $678.0K | 0.01% | +2,800 | New |
| Heartland Bank & Trust Co | 2,797 | $678.0K | 0.62% | +2,797 | New |
| Greenleaf Trust | 2,811 | $681.0K | 0.01% | +159+6.0% | Added |
| Advisor Partners LLC | 2,847 | $690.0K | 0.05% | +55+2.0% | Added |
| Toroso Investments, LLC | 2,855 | $692.0K | 0.03% | +371+14.9% | Added |