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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,877 | $330.9K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,168 | $332.7K | 0.02% | +35+1.6% | Added |
| John G Ullman & Associates Inc | 1,900 | $335.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,915 | $337.6K | 0.12% | −41−2.1% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $338.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,930 | $340.3K | 0.01% | −137−6.6% | Reduced |
| First Citizens Bank & Trust Co | 1,954 | $344.5K | 0.01% | −1,221−38.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,994 | $351.5K | 0.00% | −31,862−94.1% | Reduced |
| Level Four Advisory Services, LLC | 1,999 | $352.4K | 0.01% | −64−3.1% | Reduced |
| Ironsides Asset Advisors, LLC | 2,000 | $352.6K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,002 | $353.0K | 0.03% | −192−8.8% | Reduced |
| E Fund Management Co., Ltd. | 2,025 | $357.0K | 0.02% | +10.0% | Added |
| Milestone Asset Management, LLC | 2,026 | $357.2K | 0.08% | +28+1.4% | Added |
| Buckingham Strategic Partners | 2,069 | $364.8K | 0.01% | +2,069 | New |
| Fifth Third Wealth Advisors LLC | 2,070 | $364.9K | 0.02% | +231+12.6% | Added |
| Allstate Corp | 2,072 | $365.3K | 0.01% | −3,348−61.8% | Reduced |
| Haven Private, LLC | 2,080 | $366.7K | 0.21% | −246−10.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,126 | $374.8K | 0.00% | −635−23.0% | Reduced |
| Strategic Investment Advisors | 2,136 | $376.6K | 0.04% | +2,136 | New |
| Siemens Fonds Invest GmbH | 2,142 | $377.6K | 0.03% | +153+7.7% | Added |
| Rathbone Brothers plc | 2,160 | $380.8K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,165 | $381.7K | 0.00% | −269−11.1% | Reduced |
| Meridian Wealth Management, LLC | 2,170 | $382.6K | 0.02% | −9−0.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $383.5K | 0.32% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,197 | $387.3K | 0.03% | +791+56.3% | Added |
| Regatta Capital Group, LLC | 2,206 | $388.9K | 0.08% | +40+1.8% | Added |
| IVC Wealth Advisors LLC | 2,215 | $390.5K | 0.21% | −54−2.4% | Reduced |
| Snowden Capital Advisors LLC | 2,244 | $395.6K | 0.01% | −65−2.8% | Reduced |
| Alps Advisors Inc | 2,251 | $396.9K | 0.00% | −880−28.1% | Reduced |
| Signaturefd, LLC | 2,261 | $398.6K | 0.01% | −633−21.9% | Reduced |
| Busey Wealth Management | 2,282 | $402.3K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 2,291 | $403.9K | 0.02% | −241−9.5% | Reduced |
| Profund Advisors LLC | 2,291 | $403.9K | 0.02% | −136−5.6% | Reduced |
| Davenport & Co LLC | 2,296 | $404.7K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,300 | $405.5K | 0.03% | −24−1.0% | Reduced |
| Fulton Bank, N.A. | 2,317 | $408.5K | 0.02% | −288−11.1% | Reduced |
| Baldwin Investment Management, LLC | 2,353 | $414.8K | 0.05% | −512−17.9% | Reduced |
| Summit Trail Advisors, LLC | 2,369 | $417.7K | 0.01% | +514+27.7% | Added |
| LMR Partners LLP | 2,369 | $417.7K | 0.01% | +2,369 | New |
| MSH Capital Advisors LLC | 2,371 | $418.0K | 0.13% | +246+11.6% | Added |
| LGT Group Foundation | 2,390 | $421.4K | 0.01% | −22,025−90.2% | Reduced |
| Teza Capital Management LLC | 2,391 | $421.5K | 0.19% | −2,300−49.0% | Reduced |
| 1832 Asset Management L.P. | 2,391 | $421.5K | 0.00% | −606−20.2% | Reduced |
| Holderness Investments Co | 2,391 | $421.5K | 0.10% | 00.0% | Unchanged |
| NBT Bank N A | 2,392 | $421.7K | 0.03% | −1,896−44.2% | Reduced |
| Horizon Investments, LLC | 2,402 | $423.5K | 0.01% | +33+1.4% | Added |
| Great Lakes Advisors, LLC | 2,404 | $423.8K | 0.00% | −158−6.2% | Reduced |
| Hudson Bay Capital Management LP | 2,440 | $430.2K | 0.00% | +2,440 | New |
| CSS LLC | 2,450 | $431.9K | 0.03% | +2,450 | New |
| Oregon Pacific Wealth Management, LLC | 2,457 | $433.2K | 0.43% | +64+2.7% | Added |
| United Capital Financial Advisers, LLC | 2,460 | $433.7K | 0.00% | −326−11.7% | Reduced |
| Jasper Ridge Partners, L.P. | 2,463 | $434.2K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,468 | $435.1K | 0.02% | −320−11.5% | Reduced |
| Algert Global LLC | 2,510 | $442.5K | 0.01% | +2,510 | New |
| Aristeia Capital LLC | 2,518 | $443.9K | 0.01% | +2,518 | New |
| Quadrant Capital Group LLC | 2,552 | $449.9K | 0.02% | +1,624+175.0% | Added |
| Abound Financial, LLC | 2,554 | $450.3K | 0.23% | −51−2.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,572 | $453.4K | 0.30% | +4+0.2% | Added |
| Inspire Advisors, LLC | 2,601 | $458.6K | 0.05% | +17+0.7% | Added |
| Wall Street Access Asset Management, LLC | 2,622 | $462.3K | 0.18% | −3−0.1% | Reduced |
| Mutual Advisors, LLC | 3,126 | $469.8K | 0.01% | +1,437+85.1% | Added |
| ISAM Funds (UK) Ltd | 2,712 | $478.1K | 0.24% | +2,712 | New |
| SCS Capital Management LLC | 2,720 | $479.5K | 0.01% | +2,720 | New |
| Harbor Capital Advisors, Inc. | 2,732 | $482.0K | 0.02% | +2,732 | New |
| XTX Topco Ltd | 2,775 | $489.2K | 0.03% | +2,775 | New |
| Citizens Financial Group Inc | 2,785 | $491.0K | 0.01% | −35−1.2% | Reduced |
| Brookstone Capital Management | 2,804 | $494.3K | 0.01% | +151+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,813 | $496.2K | 0.01% | +545+24.0% | Added |
| Flputnam Investment Management Co | 2,816 | $496.5K | 0.01% | −197−6.5% | Reduced |
| Greenleaf Trust | 2,819 | $497.0K | 0.00% | −354−11.2% | Reduced |
| Sterling Investment Counsel, LLC | 2,837 | $500.2K | 0.17% | +2,837 | New |
| Simplex Trading, LLC | 2,847 | $501.0K | 0.02% | +2,847 | New |
| Inceptionr LLC | 2,914 | $513.7K | 0.15% | +304+11.6% | Added |
| Perigon Wealth Management, LLC | 2,921 | $515.0K | 0.01% | −86−2.9% | Reduced |
| Everence Capital Management Inc | 2,920 | $515.0K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,935 | $516.9K | 0.01% | +1,149+64.3% | Added |
| MUFG Securities Americas Inc. | 2,961 | $522.0K | 0.06% | +415+16.3% | Added |
| We Are One Seven, LLC | 2,969 | $523.4K | 0.02% | +26+0.9% | Added |
| S&CO Inc | 3,000 | $528.0K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 3,028 | $533.8K | 0.29% | −661−17.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,033 | $535.0K | 0.00% | +513+20.4% | Added |
| Petrus Trust Company, LTA | 3,071 | $541.4K | 0.05% | +1,848+151.1% | Added |
| Liberty One Investment Management, LLC | 3,085 | $543.9K | 0.06% | −58−1.8% | Reduced |
| GeoWealth Management, LLC | 3,090 | $544.8K | 0.02% | +178+6.1% | Added |
| BOK Financial Private Wealth, Inc. | 3,099 | $546.4K | 0.04% | −3,519−53.2% | Reduced |
| Client 1st Advisory Group, LLC | 3,122 | $550.4K | 0.21% | 00.0% | Unchanged |
| Beacon Financial Group | 3,124 | $550.7K | 0.06% | −480−13.3% | Reduced |
| Advisory Alpha, LLC | 3,127 | $551.3K | 0.02% | −62−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 3,180 | $560.6K | 0.01% | −4−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,208 | $565.6K | 0.31% | −162−4.8% | Reduced |
| Blueshift Asset Management, LLC | 3,217 | $567.2K | 0.22% | +1,601+99.1% | Added |
| Global Trust Asset Management, LLC | 3,228 | $569.1K | 0.35% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 4,042 | $570.8K | 0.38% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,269 | $576.3K | 0.11% | +1,475+82.2% | Added |
| Coldstream Capital Management Inc | 3,272 | $576.9K | 0.01% | −384−10.5% | Reduced |
| Versor Investments LP | 3,296 | $581.1K | 0.09% | −9,008−73.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,315 | $584.4K | 0.02% | −940−22.1% | Reduced |
| Outlook Wealth Advisors, LLC | 3,347 | $590.1K | 0.16% | +3,347 | New |
| National Asset Management, Inc. | 3,387 | $597.1K | 0.02% | +1,003+42.1% | Added |
| Tower Research Capital LLC (TRC) | 3,423 | $603.5K | 0.02% | −7,284−68.0% | Reduced |