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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 3,500 | $617.0K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 3,502 | $617.4K | 0.23% | 00.0% | Unchanged |
| MQS Management LLC | 3,513 | $619.3K | 0.36% | +3,513 | New |
| Great Lakes Retirement, Inc. | 3,518 | $620.3K | 0.08% | +463+15.2% | Added |
| NBC Securities, Inc. | 3,527 | $621.0K | 0.05% | +3,526+352,600.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,523 | $621.1K | 0.05% | +3,523 | New |
| Birchbrook, Inc. | 3,568 | $629.0K | 0.35% | +197+5.8% | Added |
| LeClair Wealth Partners LLC | 3,626 | $639.3K | 0.46% | +535+17.3% | Added |
| Apollon Wealth Management, LLC | 3,628 | $639.6K | 0.01% | +50+1.4% | Added |
| Brighton Jones LLC | 3,631 | $640.2K | 0.02% | +56+1.6% | Added |
| Archford Capital Strategies, LLC | 3,648 | $643.1K | 0.09% | −8,320−69.5% | Reduced |
| APG Asset Management US Inc. | 3,767 | $645.1K | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,666 | $645.9K | 0.08% | +2,158+143.1% | Added |
| Meeder Advisory Services, Inc. | 3,669 | $646.8K | 0.04% | −248−6.3% | Reduced |
| Dimension Capital Management LLC | 3,685 | $649.7K | 0.12% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,700 | $652.3K | 0.14% | −200−5.1% | Reduced |
| Vega Investment Solutions | 3,703 | $652.8K | 0.13% | −1,265−25.5% | Reduced |
| RSM US Wealth Management LLC | 3,709 | $653.9K | 0.01% | −1,464−28.3% | Reduced |
| Malaga Cove Capital, LLC | 3,730 | $657.6K | 0.28% | +1,288+52.7% | Added |
| Harbert Fund Advisors, Inc. | 3,750 | $661.1K | 0.77% | +3,750 | New |
| FSB Premier Wealth Management, Inc. | 3,753 | $661.7K | 0.26% | +468+14.2% | Added |
| Foundations Investment Advisors, LLC | 3,837 | $676.5K | 0.01% | −1,938−33.6% | Reduced |
| First Horizon Advisors, Inc. | 3,851 | $678.9K | 0.02% | −761−16.5% | Reduced |
| CAPROCK Group, Inc. | 3,863 | $681.0K | 0.02% | +1,148+42.3% | Added |
| Gilliland Jeter Wealth Management LLC | 3,865 | $681.4K | 0.24% | −328−7.8% | Reduced |
| Stonebrook Private Inc. | 3,887 | $685.3K | 0.18% | +271+7.5% | Added |
| Magnolia Capital Advisors LLC | 3,891 | $686.0K | 0.19% | +560+16.8% | Added |
| Advisory Services Network, LLC | 3,909 | $689.1K | 0.01% | +15+0.4% | Added |
| Allred Capital Management, LLC | 3,990 | $703.4K | 0.28% | +816+25.7% | Added |
| R Squared Ltd | 4,010 | $707.0K | 0.76% | +2,180+119.1% | Added |
| Farringdon Capital, Ltd. | 4,014 | $707.7K | 0.36% | −362−8.3% | Reduced |
| Kinneret Advisory, LLC | 4,033 | $711.0K | 0.07% | −13−0.3% | Reduced |
| United Services Automobile Association | 4,054 | $719.1K | 0.02% | +4,054 | New |
| BBR Partners, LLC | 4,106 | $723.9K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,147 | $731.3K | 0.00% | −347−7.7% | Reduced |
| Sanctuary Advisors, LLC | 4,156 | $732.7K | 0.01% | −2,281−35.4% | Reduced |
| Centaurus Financial, Inc. | 4,249 | $749.0K | 0.05% | +362+9.3% | Added |
| Boothbay Fund Management, LLC | 4,256 | $750.3K | 0.03% | +4,256 | New |
| Humankind Investments LLC | 4,257 | $750.5K | 0.19% | +67+1.6% | Added |
| Qtron Investments LLC | 4,274 | $753.5K | 0.11% | −1,342−23.9% | Reduced |
| GF Fund Management Co. Ltd. | 4,278 | $754.2K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,310 | $759.9K | 0.00% | +296+7.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,336 | $762.3K | 0.01% | −4,844−52.8% | Reduced |
| HB Wealth Management, LLC | 4,431 | $781.2K | 0.01% | +1,304+41.7% | Added |
| Applied Finance Capital Management, LLC | 4,477 | $789.3K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,369 | $789.6K | 0.01% | −96−1.8% | Reduced |
| Vident Advisory, LLC | 4,499 | $793.2K | 0.01% | +1,694+60.4% | Added |
| V-Square Quantitative Management LLC | 4,524 | $797.6K | 0.12% | +154+3.5% | Added |
| Hickory Asset Management, Inc. | 4,576 | $806.7K | 0.72% | −211−4.4% | Reduced |
| Cornerstone Advisors, LLC | 4,600 | $811.0K | 0.03% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,668 | $823.0K | 0.16% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,704 | $829.3K | 0.10% | −100−2.1% | Reduced |
| Fiduciary Trust Co | 4,712 | $830.7K | 0.01% | −2,351−33.3% | Reduced |
| Davy Global Fund Management Ltd | 4,826 | $850.8K | 0.10% | −31−0.6% | Reduced |
| Gsa Capital Partners LLP | 4,904 | $865.0K | 0.08% | +3,553+263.0% | Added |
| Laurel Wealth Advisors LLC | 4,917 | $866.9K | 0.14% | +345+7.5% | Added |
| Copperleaf Capital, LLC | 4,969 | $876.0K | 0.52% | −3,735−42.9% | Reduced |
| Axq Capital, LP | 4,978 | $877.6K | 0.35% | +1,454+41.3% | Added |
| UBS Oconnor LLC | 5,000 | $881.5K | 0.02% | +5,000 | New |
| AE Wealth Management LLC | 5,009 | $883.1K | 0.01% | +2,211+79.0% | Added |
| Drucker Wealth 3.0, LLC | 5,027 | $886.2K | 0.20% | −2,204−30.5% | Reduced |
| Kestra Advisory Services, LLC | 5,125 | $903.5K | 0.00% | −476−8.5% | Reduced |
| Investment Management Corp of Ontario | 5,149 | $907.8K | 0.02% | −7,093−57.9% | Reduced |
| Shell Asset Management Co | 5,179 | $913.0K | 0.04% | −114−2.2% | Reduced |
| Todd Asset Management LLC | 5,208 | $918.2K | 0.02% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 5,219 | $920.1K | 0.74% | +2,660+103.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,241 | $924.0K | 0.07% | +5,241 | New |
| Nomura Holdings Inc | 5,288 | $932.3K | 0.00% | −397−7.0% | Reduced |
| Bowman & Co S.C. | 5,321 | $937.9K | 0.46% | +609+12.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,321 | $938.1K | 0.01% | −154−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 5,357 | $944.4K | 0.02% | +148+2.8% | Added |
| Park Avenue Securities LLC | 5,425 | $956.0K | 0.01% | +1,562+40.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 5,430 | $957.3K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,435 | $958.2K | 0.01% | +566+11.6% | Added |
| Fiduciary Family Office, LLC | 5,456 | $961.9K | 0.32% | +5,456 | New |
| Triglav Skladi, D.O.O. | 5,500 | $969.6K | 0.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,508 | $971.1K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 5,545 | $978.0K | 0.08% | +5,545 | New |
| Nebula Research & Development LLC | 5,566 | $981.3K | 0.09% | +5,566 | New |
| Pallas Capital Advisors LLC | 5,629 | $992.4K | 0.04% | +4,110+270.6% | Added |
| Stamos Capital Partners, L.P. | 5,691 | $1.00M | 0.26% | −1,889−24.9% | Reduced |
| Intact Investment Management Inc. | 5,700 | $1.00M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,826 | $1.03M | 0.02% | +1,176+25.3% | Added |
| North Star Asset Management Inc | 5,840 | $1.03M | 0.05% | −300−4.9% | Reduced |
| Sagespring Wealth Partners, LLC | 5,861 | $1.03M | 0.03% | +1,215+26.2% | Added |
| Fairbanks Capital Management, Inc. | 5,879 | $1.04M | 0.67% | −30−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,900 | $1.04M | 0.15% | +5,900 | New |
| Stablepoint Partners, LLC | 5,959 | $1.05M | 0.19% | +9+0.2% | Added |
| Resources Investment Advisors, LLC. | 5,991 | $1.06M | 0.01% | −8,386−58.3% | Reduced |
| Aviso Financial Inc. | 6,078 | $1.07M | 0.05% | −123,389−95.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,179 | $1.09M | 0.00% | +1,420+29.8% | Added |
| Byrne Asset Management LLC | – | $1.09M | 0.81% | – | – |
| Aspire Private Capital, LLC | 6,228 | $1.10M | 0.27% | +4,860+355.3% | Added |
| Sequoia Financial Advisors, LLC | 6,234 | $1.10M | 0.01% | −79,065−92.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,848 | $1.10M | 0.06% | +7,848 | New |
| Crux Wealth Advisors | 6,269 | $1.11M | 0.58% | −354−5.3% | Reduced |
| Empirical Finance, LLC | 6,374 | $1.12M | 0.07% | +152+2.4% | Added |
| Stratos Wealth Partners, LTD. | 6,468 | $1.14M | 0.02% | +743+13.0% | Added |
| Virtu Financial LLC | 6,480 | $1.14M | 0.06% | +2,050+46.3% | Added |
| MidWestOne Financial Group, Inc. | 6,486 | $1.14M | 0.16% | −319−4.7% | Reduced |