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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 894 | $217.0K | 0.01% | +894 | New |
| American Portfolios Advisors | 888 | $215.2K | 0.01% | +38+4.5% | Added |
| Stephens Inc | 876 | $212.0K | 0.00% | +876 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 865 | $212.0K | 0.09% | +865 | New |
| Vestmark Advisory Solutions, Inc. | 874 | $212.0K | 0.02% | +874 | New |
| Peapack Gladstone Financial Corp | 854 | $207.0K | 0.00% | +854 | New |
| Cypress Capital Group | 850 | $206.0K | 0.03% | +850 | New |
| DRW Securities, LLC | 851 | $206.0K | 0.03% | +851 | New |
| Arabesque Asset Management Ltd | 852 | $206.0K | 0.09% | +852 | New |
| First Business Financial Services, Inc. | 838 | $203.0K | 0.02% | +838 | New |
| Taylor Wealth Management Partners | 837 | $203.0K | 0.07% | +837 | New |
| Great Point Wealth Advisors, LLC | 834 | $202.0K | 0.07% | +834 | New |
| Kore Private Wealth LLC | 834 | $202.0K | 0.02% | +834 | New |
| Personal Cfo Solutions, LLC | 827 | $200.0K | 0.04% | +827 | New |
| TD Private Client Wealth LLC | 808 | $195.8K | 0.01% | +9+1.1% | Added |
| Ancora Advisors, LLC | 805 | $195.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 790 | $191.0K | 0.05% | +790 | New |
| Brown Brothers Harriman & Co | 760 | $184.0K | 0.00% | +215+39.4% | Added |
| PGGM Investments | 738 | $179.0K | 0.00% | +738 | New |
| NuWave Investment Management, LLC | 705 | $171.0K | 0.19% | +705 | New |
| Lindbrook Capital, LLC | 657 | $159.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 641 | $155.0K | 0.07% | +641 | New |
| Belpointe Asset Management LLC | 633 | $154.0K | 0.01% | +633 | New |
| Proequities, Inc. | 626 | $152.0K | 0.01% | +14+2.3% | Added |
| Penserra Capital Management LLC | 613 | $148.0K | 0.00% | +141+29.9% | Added |
| Hall Laurie J Trustee | 605 | $147.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 606 | $147.0K | 0.02% | +43+7.6% | Added |
| NEXT Financial Group, Inc | 600 | $146.0K | 0.01% | +108+22.0% | Added |
| First Mercantile Trust Co | 590 | $143.0K | 0.02% | +590 | New |
| Berman Capital Advisors, LLC | 570 | $137.0K | 0.02% | +38+7.1% | Added |
| Anchor Investment Management, LLC | 500 | $121.2K | 0.02% | +150+42.9% | Added |
| Capital Analysts, LLC | 479 | $116.0K | 0.01% | −117−19.6% | Reduced |
| Concord Wealth Partners | 468 | $113.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 462 | $111.0K | 0.01% | −2−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 456 | $110.0K | 0.01% | +206+82.4% | Added |
| KB Financial Partners, LLC | 451 | $109.0K | 0.04% | −242−34.9% | Reduced |
| Private Capital Group, LLC | 427 | $104.0K | 0.02% | +221+107.3% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $103.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 420 | $102.0K | 0.01% | −34−7.5% | Reduced |
| HM Payson & Co | 421 | $102.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 421 | $102.0K | 0.01% | +71+20.3% | Added |
| CX Institutional | 410 | $99.0K | 0.01% | +88+27.3% | Added |
| Prentice Wealth Management LLC | 388 | $94.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 369 | $89.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 345 | $84.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 331 | $80.0K | 0.00% | +331 | New |
| Clearstead Advisors, LLC | 318 | $77.0K | 0.01% | +18+6.0% | Added |
| Atlas Capital Advisors LLC | 295 | $71.5K | 0.01% | +5+1.7% | Added |
| Sun Life Financial INC | 289 | $70.0K | 0.00% | −113−28.1% | Reduced |
| Carolinas Wealth Consulting LLC | 281 | $68.0K | 0.01% | −138−32.9% | Reduced |
| Community Bank, N.A. | 275 | $67.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 260 | $63.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 256 | $62.0K | 0.01% | −2−0.8% | Reduced |
| CVA Family Office, LLC | 255 | $62.0K | 0.02% | +105+70.0% | Added |
| Manchester Capital Management LLC | 253 | $61.0K | 0.01% | +29+12.9% | Added |
| Harbour Investments, Inc. | 225 | $55.0K | 0.00% | +199+765.4% | Added |
| Fred Alger Management, LLC | 225 | $55.0K | 0.00% | +225 | New |
| Trustcore Financial Services, LLC | 219 | $53.0K | 0.01% | +104+90.4% | Added |
| Glassman Wealth Services | 214 | $52.0K | 0.01% | +13+6.5% | Added |
| Hexagon Capital Partners LLC | 209 | $51.0K | 0.01% | −189−47.5% | Reduced |
| Altshuler Shaham Ltd | 209 | $51.0K | 0.00% | +209 | New |
| Ellevest, Inc. | 203 | $49.0K | 0.00% | −64−24.0% | Reduced |
| Sage Private Wealth Group, LLC | 201 | $49.0K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 204 | $49.0K | 0.00% | +9+4.6% | Added |
| Baystate Wealth Management LLC | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 199 | $48.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 200 | $48.0K | 0.02% | +200 | New |
| Parkside Financial Bank & Trust | 191 | $47.0K | 0.01% | +17+9.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 191 | $46.0K | 0.00% | −29,909−99.4% | Reduced |
| Burleson & Company, LLC | 188 | $46.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 186 | $45.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 172 | $42.0K | 0.00% | +130+309.5% | Added |
| Column Capital Advisors, LLC | 168 | $41.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 168 | $41.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 162 | $39.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 154 | $37.0K | 0.02% | −103−40.1% | Reduced |
| Fieldpoint Private Securities, LLC | 146 | $36.0K | 0.01% | +31+27.0% | Added |
| Evolution Wealth Advisors, LLC | 141 | $34.0K | 0.01% | −111−44.0% | Reduced |
| Old North State Trust, LLC | 135 | $33.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 126 | $31.0K | 0.03% | +126 | New |
| Harbor Investment Advisory, LLC | 118 | $29.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 112 | $29.0K | 0.02% | +112 | New |
| Optimum Investment Advisors | 110 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 113 | $27.0K | 0.00% | +13+13.0% | Added |
| Perennial Advisors, LLC | 110 | $27.0K | 0.01% | +110 | New |
| Graves-Light Private Wealth Management, Inc. | 101 | $24.0K | 0.00% | −24−19.2% | Reduced |
| Blume Capital Management, Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $24.0K | 0.00% | +3+3.2% | Added |
| Massmutual Trust Co FSB | 101 | $24.0K | 0.00% | +82+431.6% | Added |
| Sterling Investment Advisors, Ltd. | 97 | $24.0K | 0.01% | +97 | New |
| Earnest Partners LLC | 91 | $22.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 92 | $22.0K | 0.00% | −3−3.2% | Reduced |
| Better Money Decisions, LLC | 90 | $22.0K | 0.02% | 00.0% | Unchanged |
| RE Advisers Corp | 92 | $22.0K | 0.00% | +92 | New |
| Reilly Financial Advisors, LLC | 77 | $19.0K | 0.00% | +49+175.0% | Added |
| Allworth Financial LP | 73 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $17.0K | 0.01% | +72 | New |
| McIlrath & Eck, LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 67 | $16.0K | 0.00% | +5+8.1% | Added |