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 | 940 | $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 |
|---|---|---|---|---|---|
| Andesa Financial Management Inc. | 1,888 | $458.0K | 0.14% | +42+2.3% | Added |
| Fulcrum Asset Management LLP | – | $458.0K | 0.19% | – | – |
| Signaturefd, LLC | 1,836 | $445.0K | 0.02% | +268+17.1% | Added |
| Cetera Investment Advisers | 1,832 | $444.0K | 0.01% | +742+68.1% | Added |
| United Capital Financial Advisers, LLC | 1,810 | $439.0K | 0.00% | +1,810 | New |
| Demars Financial Group, LLC | 1,802 | $437.0K | 0.26% | −2−0.1% | Reduced |
| Tarbox Family Office, Inc. | 1,797 | $435.0K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,785 | $433.0K | 0.14% | +1,785 | New |
| 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 |
| Flputnam Investment Management Co | 1,769 | $429.0K | 0.01% | −2−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,742 | $422.0K | 0.04% | +124+7.7% | Added |
| Fundamentun, LLC | 1,732 | $420.0K | 0.12% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,720 | $417.0K | 0.04% | −415−19.4% | Reduced |
| Allred Capital Management, LLC | 1,712 | $414.0K | 0.20% | −79−4.4% | Reduced |
| Trust Asset Management LLC | 1,697 | $411.0K | 0.06% | +197+13.1% | Added |
| Great Diamond Partners, LLC | 1,668 | $404.0K | 0.11% | −18−1.1% | Reduced |
| Advisors Asset Management, Inc. | 1,641 | $398.0K | 0.01% | +421+34.5% | Added |
| Ieq Capital, LLC | 1,636 | $396.0K | 0.01% | +586+55.8% | Added |
| 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 |
| Client 1st Advisory Group, LLC | 1,586 | $384.0K | 0.20% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,571 | $381.0K | 0.03% | −200−11.3% | Reduced |
| Hayden Royal, LLC | 1,554 | $377.0K | 0.21% | −281−15.3% | Reduced |
| Convergence Investment Partners, LLC | 1,529 | $371.0K | 0.16% | −374−19.7% | Reduced |
| Inverness Counsel LLC | 1,521 | $369.0K | 0.01% | +1,521 | New |
| Leonteq Securities AG | 1,518 | $367.8K | 0.03% | +718+89.8% | Added |
| Advisors Preferred, LLC | 1,476 | $365.0K | 0.04% | +1,476 | New |
| Caption Management, LLC | 1,503 | $365.0K | 0.03% | +1,503 | New |
| 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 |
| Checchi Capital Advisers, LLC | 1,489 | $361.0K | 0.04% | −80−5.1% | Reduced |
| Pendal Group Limited | 1,477 | $358.0K | 0.00% | +1,477 | New |
| Davy Global Fund Management Ltd | 1,465 | $355.0K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 1,388 | $336.0K | 0.00% | −18−1.3% | Reduced |
| Horizon Investments, LLC | 1,373 | $333.0K | 0.01% | +163+13.5% | Added |
| Cypress Wealth Services, LLC | 1,372 | $332.0K | 0.09% | −24−1.7% | Reduced |
| Seeyond | 1,358 | $329.0K | 0.03% | +6+0.4% | Added |
| Fifth Third Bancorp | 1,337 | $324.0K | 0.00% | −212−13.7% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $320.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,314 | $318.0K | 0.03% | +248+23.3% | 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 |
| Coldstream Capital Management Inc | 1,304 | $316.0K | 0.01% | +66+5.3% | Added |
| Spire Wealth Management | 1,301 | $315.0K | 0.01% | −4,509−77.6% | Reduced |
| Clarius Group, LLC | 1,291 | $313.0K | 0.03% | +30+2.4% | Added |
| Busey Wealth Management | 1,285 | $311.0K | 0.01% | +50+4.0% | Added |
| Marshall Wace, LLP | 1,271 | $308.0K | 0.00% | +1,271 | New |
| Regions Financial Corp | 1,251 | $303.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cresset Asset Management, LLC | 1,203 | $291.0K | 0.00% | −113−8.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,192 | $289.0K | 0.11% | −6−0.5% | Reduced |
| We Are One Seven, LLC | 1,181 | $286.0K | 0.04% | −196−14.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,171 | $284.0K | 0.01% | +1,171 | New |
| Gateway Investment Advisers LLC | 1,164 | $282.0K | 0.00% | −50−4.1% | Reduced |
| Blueshift Asset Management, LLC | 1,150 | $279.0K | 0.02% | −3,963−77.5% | Reduced |
| Shelton Capital Management | 1,146 | $278.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,145 | $277.0K | 0.00% | +1,145 | New |
| Qtron Investments LLC | 1,144 | $277.0K | 0.07% | +1,144 | New |
| First Horizon Advisors, Inc. | 1,136 | $275.0K | 0.01% | +11+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,132 | $274.3K | 0.32% | +110+10.8% | Added |
| Sustainable Growth Advisers, LP | 1,120 | $271.0K | 0.00% | +1,120 | New |
| Terra Nova Asset Management LLC | 1,115 | $270.0K | 0.23% | −13−1.2% | Reduced |
| Pearl River Capital, LLC | 1,109 | $269.0K | 0.07% | +1,109 | New |
| Sofos Investments, Inc. | 112 | $266.0K | 0.12% | +13+13.1% | Added |
| Dynamic Advisor Solutions LLC | 1,086 | $263.0K | 0.02% | +19+1.8% | Added |
| Arkadios Wealth Advisors | 1,078 | $261.0K | 0.03% | +749+227.7% | Added |
| Center for Financial Planning, Inc. | 1,063 | $258.0K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,067 | $258.0K | 0.00% | +1,067 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,062 | $257.0K | 0.06% | −4−0.4% | Reduced |
| Glenmede Trust Co NA | 1,063 | $257.0K | 0.00% | +1,063 | New |
| Mutual Advisors, LLC | 1,054 | $255.0K | 0.02% | +1,054 | New |
| Tranquilli Financial Advisor LLC | 1,051 | $255.0K | 0.19% | +1,051 | New |
| Legacy Capital Partners, Inc. | 1,050 | $254.0K | 0.09% | −60−5.4% | Reduced |
| Independent Advisor Alliance | 1,048 | $254.0K | 0.01% | −21−2.0% | Reduced |
| Badgley Phelps & Bell Inc | 1,050 | $254.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,039 | $252.0K | 0.02% | +1,039 | New |
| One + One Wealth Management, LLC | 1,026 | $249.0K | 0.17% | +1,026 | New |
| Gladstone Institutional Advisory LLC | 1,015 | $246.0K | 0.03% | +1,015 | New |
| Venture Visionary Partners LLC | 1,019 | $246.0K | 0.02% | +1,019 | New |
| Axiom Investment Management LLC | 1,013 | $243.0K | 0.19% | +1,013 | New |
| Bluestein R H & Co | 1,000 | $242.0K | 0.01% | −600−37.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,000 | $242.0K | 0.02% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 993 | $241.0K | 0.02% | +993 | New |
| Acorn Financial Advisory Services Inc | 985 | $239.0K | 0.07% | +985 | New |
| Enterprise Financial Services Corp | 981 | $238.0K | 0.04% | +884+911.3% | Added |
| Regentatlantic Capital LLC | 983 | $238.0K | 0.01% | +983 | New |
| Proficio Capital Partners LLC | 981 | $238.0K | 0.03% | +981 | New |
| Berger Financial Group, Inc | 965 | $234.0K | 0.04% | +965 | New |
| Wealthsource Partners, LLC | 956 | $232.0K | 0.02% | −234−19.7% | Reduced |
| Precision Wealth Strategies, LLC | 952 | $231.0K | 0.20% | +952 | New |
| Phoenix Wealth Advisors | 904 | $227.0K | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 920 | $227.0K | 0.02% | +920 | New |
| Eudaimonia Partners, LLC | 931 | $226.0K | 0.04% | +875+1,562.5% | Added |
| Geller Advisors LLC | 922 | $223.0K | 0.05% | +922 | New |
| Centaurus Financial, Inc. | 900 | $218.0K | 0.02% | +150+20.0% | Added |
| Morris Retirement Advisors, LLC | 901 | $218.0K | 0.19% | +901 | New |
| HBK Sorce Advisory LLC | 896 | $217.0K | 0.01% | +896 | New |