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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 682 | $120.2K | 0.01% | +291+74.4% | Added |
| Spire Wealth Management | 731 | $128.9K | 0.00% | −2−0.3% | Reduced |
| CX Institutional | 758 | $134.0K | 0.01% | −418−35.5% | Reduced |
| Mather Group, LLC. | 769 | $135.6K | 0.00% | +350+83.5% | Added |
| State of Wyoming | 840 | $148.1K | 0.02% | −11−1.3% | Reduced |
| Western Pacific Wealth Management, LP | 845 | $149.0K | 0.13% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 858 | $151.3K | 0.03% | +23+2.8% | Added |
| Penserra Capital Management LLC | 873 | $153.0K | 0.00% | −397−31.3% | Reduced |
| Anchor Investment Management, LLC | 900 | $158.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 926 | $163.3K | 0.01% | −242−20.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 933 | $164.4K | 0.01% | −300−24.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $165.7K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 943 | $166.3K | 0.00% | −229−19.5% | Reduced |
| Smartleaf Asset Management LLC | 957 | $169.8K | 0.02% | +100+11.7% | Added |
| Icon Wealth Advisors, LLC | 979 | $172.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,006 | $177.4K | 0.12% | 00.0% | Unchanged |
| Allianz SE | 1,080 | $190.4K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,098 | $193.6K | 0.13% | +1,098 | New |
| Central Trust Co | 1,100 | $193.9K | 0.00% | +396+56.3% | Added |
| Trueblood Wealth Management, LLC | 1,136 | $200.3K | 0.09% | +1+0.1% | Added |
| Chilton Investment Co LLC | 1,137 | $200.5K | 0.00% | +1,137 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,339 | $202.1K | 0.04% | −115−7.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $202.7K | 0.06% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,151 | $202.9K | 0.09% | +1,151 | New |
| iA Global Asset Management Inc. | 1,160 | $205.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,167 | $205.7K | 0.00% | −34−2.8% | Reduced |
| Phoenix Holdings Ltd. | 1,174 | $208.0K | 0.00% | −204−14.8% | Reduced |
| Prelude Capital Management, LLC | 1,203 | $212.1K | 0.02% | +1,203 | New |
| Richard W. Paul & Associates, LLC | 1,210 | $213.3K | 0.08% | +1,202+15,025.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,226 | $216.1K | 0.01% | −5,416−81.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,240 | $218.6K | 0.01% | −94−7.0% | Reduced |
| Lyell Wealth Management, LP | 1,255 | $221.3K | 0.02% | −176−12.3% | Reduced |
| Cypress Wealth Services, LLC | 1,256 | $221.4K | 0.04% | +13+1.0% | Added |
| Chicago Partners Investment Group LLC | 1,450 | $222.3K | 0.01% | −130−8.2% | Reduced |
| Rainier Family Wealth Inc | 1,306 | $230.2K | 0.27% | −458−26.0% | Reduced |
| Veracity Capital LLC | 1,306 | $230.2K | 0.09% | +40+3.2% | Added |
| Platform Technology Partners | 1,320 | $232.7K | 0.07% | −30−2.2% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $232.9K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,342 | $236.6K | 0.13% | −173−11.4% | Reduced |
| Cary Street Partners Financial LLC | 1,351 | $238.1K | 0.01% | −5,886−81.3% | Reduced |
| Ostrum Asset Management | 1,360 | $239.8K | 0.01% | +226+19.9% | Added |
| Angeles Wealth Management, LLC | 1,372 | $241.9K | 0.02% | −126−8.4% | Reduced |
| SIH Partners, LLLP | 1,385 | $244.2K | 0.02% | +1,385 | New |
| Keel Point, LLC | 1,389 | $244.9K | 0.02% | +1,389 | New |
| Callan Family Office, LLC | 1,408 | $248.2K | 0.02% | −397−22.0% | Reduced |
| Peapack Gladstone Financial Corp | 1,416 | $250.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,452 | $256.0K | 0.01% | +1,452 | New |
| MTM Investment Management, LLC | 1,500 | $256.9K | 0.10% | −73−4.6% | Reduced |
| Checchi Capital Advisers, LLC | 1,458 | $257.0K | 0.02% | −198−12.0% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,460 | $257.4K | 0.19% | +64+4.6% | Added |
| Nova R Wealth, Inc. | 1,472 | $259.4K | 0.13% | +32+2.2% | Added |
| Ballentine Partners, LLC | 1,477 | $260.4K | 0.00% | +69+4.9% | Added |
| SummitTX Capital, L.P. | 1,500 | $264.4K | 0.01% | +1,500 | New |
| Alliance Wealth Advisors, LLC | 1,506 | $265.5K | 0.16% | −154−9.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,510 | $266.2K | 0.04% | −109−6.7% | Reduced |
| Tranquilli Financial Advisor LLC | 1,512 | $266.6K | 0.17% | −109−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,522 | $268.3K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,540 | $271.5K | 0.04% | +393+34.3% | Added |
| Perbak Capital Partners LLP | 1,545 | $272.4K | 0.20% | +1,545 | New |
| Jones Financial Companies LLLP | 1,536 | $272.5K | 0.00% | +321+26.4% | Added |
| Net Worth Advisory Group | 1,552 | $273.6K | 0.09% | +461+42.3% | Added |
| Gladstone Institutional Advisory LLC | 1,558 | $274.7K | 0.01% | +49+3.2% | Added |
| Wexford Capital LP | 1,569 | $276.6K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,574 | $277.5K | 0.07% | −64−3.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,579 | $278.4K | 0.08% | −1,704−51.9% | Reduced |
| Hilltop Holdings Inc. | 1,586 | $279.6K | 0.02% | −122−7.1% | Reduced |
| Transce3nd, LLC | 1,593 | $280.1K | 0.13% | +1,539+2,850.0% | Added |
| Ameritas Investment Partners, Inc. | 1,594 | $281.0K | 0.01% | −86−5.1% | Reduced |
| Cook Wealth Management Group LLC | 1,861 | $281.2K | 0.14% | 00.0% | Unchanged |
| Zacks Investment Management | 1,605 | $282.9K | 0.00% | −6−0.4% | Reduced |
| Center for Financial Planning, Inc. | 1,634 | $288.1K | 0.04% | +22+1.4% | Added |
| Michael B. Yongue | 1,641 | $289.3K | 0.37% | −382−18.9% | Reduced |
| MBB Public Markets I LLC | 1,655 | $291.8K | 0.03% | +1,655 | New |
| Continuum Advisory, LLC | 1,658 | $292.3K | 0.04% | −145−8.0% | Reduced |
| Optiver Holding B.V. | 1,683 | $296.7K | 0.01% | +1,683 | New |
| Groupe la Francaise | 1,600 | $297.8K | 0.01% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,714 | $302.2K | 0.02% | −45−2.6% | Reduced |
| S-Bank Fund Management Ltd | 1,721 | $303.4K | 0.06% | +1,721 | New |
| Schonfeld Strategic Advisors LLC | 1,726 | $304.3K | 0.00% | −488−22.0% | Reduced |
| Sowell Financial Services LLC | 1,729 | $304.8K | 0.01% | +1,729 | New |
| DRW Securities, LLC | 1,739 | $306.6K | 0.03% | +1,739 | New |
| KRS Capital Management, LLC | 1,750 | $308.5K | 0.25% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,764 | $311.0K | 0.24% | +400+29.3% | Added |
| Bessemer Group Inc | 1,766 | $311.0K | 0.00% | −53−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,770 | $312.1K | 0.01% | +299+20.3% | Added |
| EverSource Wealth Advisors, LLC | 1,777 | $313.3K | 0.02% | +295+19.9% | Added |
| EntryPoint Capital, LLC | 1,778 | $313.5K | 0.14% | +375+26.7% | Added |
| Diversified Trust Co | 1,788 | $315.2K | 0.01% | −1,134−38.8% | Reduced |
| Independent Advisor Alliance | 1,801 | $317.5K | 0.01% | +72+4.2% | Added |
| Raleigh Capital Management Inc. | 1,806 | $318.3K | 0.14% | +1,432+382.9% | Added |
| Cigna Investments Inc | 1,810 | $319.0K | 0.06% | −25−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 1,812 | $319.5K | 0.00% | +96+5.6% | Added |
| Ellevest, Inc. | 1,814 | $319.8K | 0.02% | +267+17.3% | Added |
| Great Valley Advisor Group, Inc. | 1,822 | $321.1K | 0.01% | −496−21.4% | Reduced |
| Quarry LP | 1,828 | $322.3K | 0.08% | +1,828 | New |
| Flagship Harbor Advisors, LLC | 1,840 | $324.4K | 0.02% | +1,840 | New |
| Headlands Technologies LLC | 1,857 | $327.4K | 0.04% | +182+10.9% | Added |
| Counterpoint Mutual Funds LLC | 1,857 | $327.4K | 0.05% | +1,857 | New |
| Peterson Wealth Services | 1,862 | $328.3K | 0.10% | +2+0.1% | Added |
| Aprio Wealth Management, LLC | 1,864 | $328.6K | 0.04% | +609+48.5% | Added |