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 |
|---|---|---|---|---|---|
| BBVA USA | 64 | $16.0K | 0.00% | +64 | New |
| Sound Income Strategies, LLC | 64 | $16.0K | 0.00% | +64 | New |
| Emfo, LLC | 65 | $16.0K | 0.01% | +65 | New |
| Tradition Wealth Management, LLC | 60 | $15.0K | 0.00% | −6−9.1% | Reduced |
| Trust Co of Vermont | 62 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 58 | $14.0K | 0.00% | +58 | New |
| Bogart Wealth, LLC | 53 | $13.0K | 0.00% | −9−14.5% | Reduced |
| Atlas Private Wealth Advisors | 52 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 52 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 37 | $8.97K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 27 | $7.00K | 0.00% | +4+17.4% | Added |
| MV Capital Management, Inc. | 29 | $7.00K | 0.00% | +25+625.0% | Added |
| Front Row Advisors LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $5.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 17 | $4.12K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 16 | $4.00K | 0.00% | +16 | New |
| TFC Financial Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $3.00K | 0.00% | +13 | New |
| Huntington National Bank | 9 | $2.00K | 0.00% | −41−82.0% | Reduced |
| Crescent Capital Consulting, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $2.00K | 0.00% | +8 | New |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 4 | $989 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $727 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $499 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $484 | 0.00% | – | New |
| Kelly Financial Services LLC | 5,331 | $22 | 0.00% | +5,309+24,131.8% | Added |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | +2 | New |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −401,690−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −114,000−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −58,478−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −44,030−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,831−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −12,212−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,166−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,918−100.0% | Sold out |
| B & T Capital Management DBA Alpha Capital Management | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −9,536−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,472−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Grace Capital | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |