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, Q1 2025
Institutional positions in IQVIA Holdings Inc. as of Mar 31, 2025. 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
- 993
- +6 vs. Q4 2024
- Shares held
- 154.4M
- +977.3K (+0.6%) vs. Q4 2024
- Total value
- $27.1B
- −$3.01B (−10.0%) vs. Q4 2024
- New holders
- 109
- 370 more added
- Sold out
- 103
- 376 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 57 | $10.0K | 0.00% | −7−10.9% | Reduced |
| South State Corp. | 60 | $10.6K | 0.00% | +32+114.3% | Added |
| McIlrath & Eck, LLC | 65 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 66 | $11.6K | 0.00% | +11+20.0% | Added |
| Red Tortoise LLC | 67 | $11.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 68 | $12.0K | 0.00% | +68 | New |
| Bogart Wealth, LLC | 71 | $12.5K | 0.00% | −25−26.0% | Reduced |
| Saudi Central Bank | 71 | $12.5K | 0.07% | +71 | New |
| Avalon Trust Co | 72 | $12.7K | 0.00% | +72 | New |
| Asset Dedication, LLC | 75 | $13.2K | 0.00% | +3+4.2% | Added |
| Sierra Ocean, LLC | 77 | $13.6K | 0.01% | +44+133.3% | Added |
| Vermillion Wealth Management, Inc. | 78 | $13.8K | 0.00% | −26−25.0% | Reduced |
| J.Safra Asset Management Corp | 81 | $14.3K | 0.00% | −89−52.4% | Reduced |
| FSA Wealth Management LLC | 81 | $14.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $14.6K | 0.00% | −7−7.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 86 | $15.2K | 0.01% | +14+19.4% | Added |
| Quest 10 Wealth Builders, Inc. | 89 | $15.7K | 0.02% | +30+50.8% | Added |
| Bullock Wealth Management Group | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 100 | $17.6K | 0.00% | +100 | New |
| Costello Asset Management, INC | 100 | $17.6K | 0.01% | +100 | New |
| Caldwell Trust Co | 102 | $18.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 102 | $18.0K | 0.00% | +84+466.7% | Added |
| Alpine Bank Wealth Management | 107 | $18.9K | 0.00% | +107 | New |
| Cornerstone Planning Group LLC | 131 | $19.3K | 0.00% | +75+133.9% | Added |
| Global Wealth Strategies & Associates | 118 | $20.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $21.2K | 0.00% | +29+31.9% | Added |
| AdvisorNet Financial, Inc | 122 | $21.5K | 0.00% | +90+281.3% | Added |
| Farmers & Merchants Investments Inc | 125 | $22.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 127 | $22.4K | 0.02% | −8−5.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 136 | $24.0K | 0.01% | −15−9.9% | Reduced |
| Rise Advisors, LLC | 136 | $24.0K | 0.01% | +9+7.1% | Added |
| Battery Global Advisors, LLC | 141 | $24.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $25.2K | 0.00% | −22−13.3% | Reduced |
| Rothschild Investment LLC | 145 | $25.6K | 0.00% | +24+19.8% | Added |
| American National Bank | 145 | $25.6K | 0.00% | +145 | New |
| Park Place Capital Corp | 158 | $27.9K | 0.01% | +39+32.8% | Added |
| Clal Insurance Enterprises Holdings Ltd | 161 | $28.0K | 0.00% | +131+436.7% | Added |
| Creative Financial Designs Inc | 172 | $30.3K | 0.00% | −2−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 176 | $31.0K | 0.01% | −2,012−92.0% | Reduced |
| Security National Bank | 178 | $31.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 180 | $31.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 185 | $32.6K | 0.00% | −8−4.1% | Reduced |
| AllSquare Wealth Management LLC | 185 | $32.6K | 0.02% | +185 | New |
| St Germain D J Co Inc | 191 | $33.7K | 0.00% | +76+66.1% | Added |
| Hemington Wealth Management | 223 | $39.0K | 0.01% | +25+12.6% | Added |
| Concord Wealth Partners | 233 | $41.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 242 | $42.7K | 0.03% | −10−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 253 | $44.6K | 0.00% | −194−43.4% | Reduced |
| MV Capital Management, Inc. | 261 | $46.0K | 0.00% | −10−3.7% | Reduced |
| Umb Bank N A | 269 | $47.4K | 0.00% | −132−32.9% | Reduced |
| Larson Financial Group LLC | 275 | $48.5K | 0.00% | +144+109.9% | Added |
| Quent Capital, LLC | 281 | $49.5K | 0.01% | +53+23.2% | Added |
| Atlantic Trust, LLC | 288 | $50.8K | 0.01% | −72−20.0% | Reduced |
| Farther Finance Advisors, LLC | 297 | $50.8K | 0.00% | −43−12.6% | Reduced |
| Ronald Blue Trust, Inc. | 299 | $52.7K | 0.00% | +16+5.7% | Added |
| GPS Wealth Strategies Group, LLC | 314 | $55.4K | 0.01% | +1+0.3% | Added |
| SBI Securities Co., Ltd. | 315 | $55.5K | 0.00% | +8+2.6% | Added |
| Bay Harbor Wealth Management, LLC | 321 | $56.6K | 0.02% | +321 | New |
| Bruce G. Allen Investments, LLC | 323 | $56.9K | 0.05% | +207+178.4% | Added |
| Brown Brothers Harriman & Co | 333 | $58.7K | 0.00% | −133−28.5% | Reduced |
| Colonial Trust Co | 336 | $59.2K | 0.01% | −159−32.1% | Reduced |
| Covestor Ltd | 339 | $60.0K | 0.04% | +98+40.7% | Added |
| ORG Wealth Partners, LLC | 353 | $60.4K | 0.02% | +353 | New |
| Private Wealth Asset Management, LLC | 375 | $66.1K | 0.01% | +375 | New |
| Cromwell Holdings LLC | 377 | $66.5K | 0.04% | +155+69.8% | Added |
| Huntington National Bank | 380 | $67.0K | 0.00% | −84−18.1% | Reduced |
| Atlas Capital Advisors LLC | 390 | $68.8K | 0.01% | +100+34.5% | Added |
| Paradigm Asset Management Co LLC | 398 | $70.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $70.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 401 | $70.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 408 | $71.9K | 0.03% | +325+391.6% | Added |
| Zions Bancorporation, National Association | 418 | $73.7K | 0.00% | +418 | New |
| Park Square Financial Group, LLC | 436 | $76.9K | 0.06% | +430+7,166.7% | Added |
| Colonial Trust Advisors | 450 | $79.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 23,710 | $79.5K | 0.01% | −362−1.5% | Reduced |
| Group One Trading, L.P. | 453 | $79.9K | 0.00% | +453 | New |
| Wealth Preservation Advisors, LLC | 453 | $79.9K | 0.06% | +453 | New |
| Sentry Investment Management LLC | 527 | $81.0K | 0.05% | −158−23.1% | Reduced |
| Atala Financial Inc | 465 | $82.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 476 | $83.9K | 0.01% | −810−63.0% | Reduced |
| TD Private Client Wealth LLC | 476 | $83.9K | 0.00% | −475−49.9% | Reduced |
| Johnson Financial Group, Inc. | 486 | $85.7K | 0.00% | +433+817.0% | Added |
| Parkside Financial Bank & Trust | 496 | $87.4K | 0.01% | −4−0.8% | Reduced |
| Ofi Invest Asset Management | 559 | $91.2K | 0.00% | −19−3.3% | Reduced |
| Private Trust Co NA | 536 | $94.5K | 0.01% | +98+22.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 558 | $98.4K | 0.00% | −12−2.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 558 | $98.4K | 0.07% | +278+99.3% | Added |
| Allworth Financial LP | 677 | $102.0K | 0.00% | −283−29.5% | Reduced |
| Independence Bank of Kentucky | 580 | $102.3K | 0.02% | +174+42.9% | Added |
| Smithfield Trust Co | 583 | $103.0K | 0.01% | +309+112.8% | Added |
| Wolff Wiese Magana LLC | 600 | $105.8K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 603 | $106.3K | 0.00% | −508−45.7% | Reduced |
| Salem Investment Counselors Inc | 612 | $107.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 621 | $109.5K | 0.01% | +81+15.0% | Added |
| Oakworth Capital, Inc. | 638 | $112.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 643 | $113.4K | 0.01% | −267−29.3% | Reduced |
| Versant Capital Management, Inc | 677 | $119.4K | 0.02% | +382+129.5% | Added |