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 | 940 | $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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 12,246 | $2.16M | 0.05% | −363−2.9% | Reduced |
| Boston Private Wealth LLC | 12,241 | $2.16M | 0.09% | −13,418−52.3% | Reduced |
| Maia Wealth LLC | 14,273 | $2.15M | 0.49% | −366−2.5% | Reduced |
| CWM, LLC | 12,039 | $2.12M | 0.01% | +460+4.0% | Added |
| Jag Capital Management, LLC | 11,835 | $2.09M | 0.28% | −796−6.3% | Reduced |
| Clearstead Advisors, LLC | 11,719 | $2.07M | 0.03% | +5,834+99.1% | Added |
| Bokf, NA | 11,706 | $2.06M | 0.04% | −19,060−62.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,684 | $2.06M | 0.02% | −614,028−98.1% | Reduced |
| Smith, Salley & Associates | 11,572 | $2.04M | 0.13% | +466+4.2% | Added |
| Clear Harbor Asset Management, LLC | 11,570 | $2.04M | 0.16% | +5,308+84.8% | Added |
| Hanson & Doremus Investment Management | 11,141 | $1.96M | 0.29% | +1,366+14.0% | Added |
| Mercer Global Advisors Inc | 11,129 | $1.96M | 0.00% | +519+4.9% | Added |
| Carmel Capital Partners, LLC | 10,763 | $1.90M | 0.75% | −633−5.6% | Reduced |
| Metis Global Partners, LLC | 10,727 | $1.89M | 0.05% | +704+7.0% | Added |
| Sava Infond d.o.o. | 10,720 | $1.89M | 0.36% | +470+4.6% | Added |
| Avanza Fonder AB | 10,761 | $1.88M | 0.06% | −3,210−23.0% | Reduced |
| Krilogy Financial LLC | 10,500 | $1.85M | 0.12% | +10,500 | New |
| EFG Asset Management (North America) Corp. | 10,468 | $1.84M | 0.31% | −3,268−23.8% | Reduced |
| Gulf International Bank (UK) Ltd | 10,332 | $1.82M | 0.06% | −4,172−28.8% | Reduced |
| First Business Financial Services, Inc. | 10,309 | $1.82M | 0.18% | +503+5.1% | Added |
| Avantax Advisory Services, Inc. | 10,227 | $1.80M | 0.01% | +1,744+20.6% | Added |
| Regions Financial Corp | 10,192 | $1.80M | 0.01% | +2,095+25.9% | Added |
| Hartford Investment Management Co | 10,187 | $1.80M | 0.06% | −453−4.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,998 | $1.76M | 0.63% | +747+8.1% | Added |
| Banque Cantonale Vaudoise | 9,987 | $1.76M | 0.08% | +9,987 | New |
| Stonebridge Capital Advisors LLC | 9,905 | $1.75M | 0.14% | +119+1.2% | Added |
| Sumitomo Life Insurance Co | 9,872 | $1.74M | 0.06% | −32−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,798 | $1.73M | 0.01% | +1,457+17.5% | Added |
| Empowered Funds, LLC | 9,728 | $1.72M | 0.02% | +4,915+102.1% | Added |
| HF Advisory Group, LLC | 9,677 | $1.71M | 0.75% | −215−2.2% | Reduced |
| Pathstone Holdings, LLC | 9,618 | $1.70M | 0.01% | −2,316−19.4% | Reduced |
| Norinchukin Bank, The | 9,385 | $1.65M | 0.03% | +1,137+13.8% | Added |
| Natixis | 9,534 | $1.65M | 0.01% | +3,328+53.6% | Added |
| Arvest Investments, Inc. | 9,245 | $1.63M | 0.26% | −105−1.1% | Reduced |
| Harrell Investment Partners, LLC | 9,211 | $1.62M | 0.48% | −3,545−27.8% | Reduced |
| Power Wealth Management LLC | 9,205 | $1.62M | 0.66% | +2,229+32.0% | Added |
| Louisiana State Employees Retirement System | 9,000 | $1.59M | 0.03% | −300−3.2% | Reduced |
| Bridges Investment Management Inc | 8,987 | $1.58M | 0.02% | −28−0.3% | Reduced |
| Sterling Capital Management LLC | 8,972 | $1.58M | 0.02% | −1,081−10.8% | Reduced |
| Trillium Asset Management, LLC | 8,883 | $1.57M | 0.05% | −55,382−86.2% | Reduced |
| Parallel Advisors, LLC | 8,875 | $1.56M | 0.04% | −290−3.2% | Reduced |
| Securian Asset Management, Inc | 8,862 | $1.56M | 0.05% | −393−4.2% | Reduced |
| Keybank National Association | 8,819 | $1.55M | 0.01% | −202−2.2% | Reduced |
| Knollwood Investment Advisory, LLC | 8,700 | $1.53M | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,637 | $1.52M | 0.20% | +1,254+17.0% | Added |
| Dohj, LLC | 8,496 | $1.50M | 0.34% | +2,976+53.9% | Added |
| Geneos Wealth Management Inc. | 8,472 | $1.49M | 0.05% | +248+3.0% | Added |
| Maryland State Retirement & Pension System | 8,425 | $1.49M | 0.04% | −1,199−12.5% | Reduced |
| QRG Capital Management, Inc. | 8,403 | $1.48M | 0.02% | +2,871+51.9% | Added |
| E. Ohman J:or Asset Management AB | 8,361 | $1.47M | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 8,125 | $1.45M | 0.12% | +1,181+17.0% | Added |
| Bryn Mawr Trust Co | 8,201 | $1.45M | 0.03% | −801−8.9% | Reduced |
| Illinois Municipal Retirement Fund | 8,168 | $1.44M | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,134 | $1.43M | 0.04% | +8,134 | New |
| Smith Group Asset Management, LLC | 8,112 | $1.43M | 0.11% | −112−1.4% | Reduced |
| Kovack Advisors, Inc. | 8,101 | $1.43M | 0.15% | +761+10.4% | Added |
| New Mexico Educational Retirement Board | 8,100 | $1.43M | 0.05% | −200−2.4% | Reduced |
| Cape Investment Advisory, Inc. | 7,991 | $1.41M | 0.56% | −304−3.7% | Reduced |
| Blair William & Co | 7,925 | $1.40M | 0.00% | +2,183+38.0% | Added |
| Centiva Capital, LP | 7,925 | $1.40M | 0.08% | +5,798+272.6% | Added |
| Unique Wealth Strategies, LLC | 7,902 | $1.39M | 0.63% | +292+3.8% | Added |
| Concurrent Investment Advisors, LLC | 7,680 | $1.35M | 0.03% | +2,166+39.3% | Added |
| Dynamic Technology Lab Private Ltd | 7,660 | $1.35M | 0.20% | +7,660 | New |
| Terra Alpha Investments LLC | 7,644 | $1.35M | 1.46% | +347+4.8% | Added |
| Panagora Asset Management Inc | 7,594 | $1.34M | 0.01% | +2,875+60.9% | Added |
| PFG Advisors | 7,571 | $1.33M | 0.07% | +1,503+24.8% | Added |
| Carret Asset Management, LLC | 7,566 | $1.33M | 0.15% | +275+3.8% | Added |
| Jain Global LLC | 7,448 | $1.31M | 0.03% | +7,448 | New |
| Parsons Capital Management Inc | 7,374 | $1.30M | 0.07% | −1,542−17.3% | Reduced |
| TownSquare Capital, LLC | 7,354 | $1.30M | 0.01% | −2,587−26.0% | Reduced |
| GAM Holding AG | 7,268 | $1.28M | 0.10% | +1,378+23.4% | Added |
| Montag A & Associates Inc | 7,212 | $1.27M | 0.06% | −9,819−57.7% | Reduced |
| Integrated Advisors Network LLC | 7,189 | $1.27M | 0.06% | −4,746−39.8% | Reduced |
| Suvretta Capital Management, LLC | 7,175 | $1.26M | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 7,167 | $1.26M | 0.01% | −7,894−52.4% | Reduced |
| Caliber Wealth Management, LLC | 7,130 | $1.26M | 0.17% | +7,130 | New |
| Machina Capital S.A.S. | 7,114 | $1.25M | 0.37% | +7,114 | New |
| Corsair Capital Management, L.P. | 7,105 | $1.25M | 0.32% | −14,620−67.3% | Reduced |
| Raiffeisen Bank International AG | 7,050 | $1.25M | 0.02% | −910−11.4% | Reduced |
| Twin City Private Wealth, LLC | 7,001 | $1.23M | 1.09% | −162−2.3% | Reduced |
| AXS Investments LLC | 7,000 | $1.23M | 0.34% | +137+2.0% | Added |
| PKO Investment Management Joint-Stock Co | 7,000 | $1.23M | 0.14% | +4,500+180.0% | Added |
| Oppenheimer Asset Management Inc. | 6,950 | $1.23M | 0.02% | −3,218−31.6% | Reduced |
| Graham Capital Management, L.P. | 6,885 | $1.21M | 0.04% | −4,316−38.5% | Reduced |
| Merit Financial Group, LLC | 6,845 | $1.21M | 0.02% | +2,552+59.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,777 | $1.19M | 0.09% | −821−10.8% | Reduced |
| Vestcor Inc | 6,734 | $1.19M | 0.04% | +119+1.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,732 | $1.19M | 0.18% | +265+4.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,678 | $1.18M | 0.00% | −3,539−34.6% | Reduced |
| BNP Paribas | 6,608 | $1.18M | 0.05% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 6,600 | $1.16M | 0.93% | +6,600 | New |
| Highland Capital Management, LLC | 6,541 | $1.15M | 0.07% | +148+2.3% | Added |
| Omers Administration Corp | 6,528 | $1.15M | 0.01% | −1,067−14.0% | Reduced |
| MidWestOne Financial Group, Inc. | 6,486 | $1.14M | 0.16% | −319−4.7% | Reduced |
| Virtu Financial LLC | 6,480 | $1.14M | 0.06% | +2,050+46.3% | Added |
| Stratos Wealth Partners, LTD. | 6,468 | $1.14M | 0.02% | +743+13.0% | Added |
| Empirical Finance, LLC | 6,374 | $1.12M | 0.07% | +152+2.4% | Added |
| Crux Wealth Advisors | 6,269 | $1.11M | 0.58% | −354−5.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,848 | $1.10M | 0.06% | +7,848 | New |
| Sequoia Financial Advisors, LLC | 6,234 | $1.10M | 0.01% | −79,065−92.7% | Reduced |