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 |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | 4,042 | $570.8K | 0.38% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,228 | $569.1K | 0.35% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,217 | $567.2K | 0.22% | +1,601+99.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,208 | $565.6K | 0.31% | −162−4.8% | Reduced |
| Warren Averett Asset Management, LLC | 3,180 | $560.6K | 0.01% | −4−0.1% | Reduced |
| Advisory Alpha, LLC | 3,127 | $551.3K | 0.02% | −62−1.9% | Reduced |
| Beacon Financial Group | 3,124 | $550.7K | 0.06% | −480−13.3% | Reduced |
| Client 1st Advisory Group, LLC | 3,122 | $550.4K | 0.21% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,099 | $546.4K | 0.04% | −3,519−53.2% | Reduced |
| GeoWealth Management, LLC | 3,090 | $544.8K | 0.02% | +178+6.1% | Added |
| Liberty One Investment Management, LLC | 3,085 | $543.9K | 0.06% | −58−1.8% | Reduced |
| Petrus Trust Company, LTA | 3,071 | $541.4K | 0.05% | +1,848+151.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,033 | $535.0K | 0.00% | +513+20.4% | Added |
| Burns Matteson Capital Management, LLC | 3,028 | $533.8K | 0.29% | −661−17.9% | Reduced |
| S&CO Inc | 3,000 | $528.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,969 | $523.4K | 0.02% | +26+0.9% | Added |
| MUFG Securities Americas Inc. | 2,961 | $522.0K | 0.06% | +415+16.3% | Added |
| AlTi Global, Inc. | 2,935 | $516.9K | 0.01% | +1,149+64.3% | Added |
| Everence Capital Management Inc | 2,920 | $515.0K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,921 | $515.0K | 0.01% | −86−2.9% | Reduced |
| Inceptionr LLC | 2,914 | $513.7K | 0.15% | +304+11.6% | Added |
| Simplex Trading, LLC | 2,847 | $501.0K | 0.02% | +2,847 | New |
| Sterling Investment Counsel, LLC | 2,837 | $500.2K | 0.17% | +2,837 | New |
| Greenleaf Trust | 2,819 | $497.0K | 0.00% | −354−11.2% | Reduced |
| Flputnam Investment Management Co | 2,816 | $496.5K | 0.01% | −197−6.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,813 | $496.2K | 0.01% | +545+24.0% | Added |
| Brookstone Capital Management | 2,804 | $494.3K | 0.01% | +151+5.7% | Added |
| Citizens Financial Group Inc | 2,785 | $491.0K | 0.01% | −35−1.2% | Reduced |
| XTX Topco Ltd | 2,775 | $489.2K | 0.03% | +2,775 | New |
| Harbor Capital Advisors, Inc. | 2,732 | $482.0K | 0.02% | +2,732 | New |
| SCS Capital Management LLC | 2,720 | $479.5K | 0.01% | +2,720 | New |
| ISAM Funds (UK) Ltd | 2,712 | $478.1K | 0.24% | +2,712 | New |
| Mutual Advisors, LLC | 3,126 | $469.8K | 0.01% | +1,437+85.1% | Added |
| Wall Street Access Asset Management, LLC | 2,622 | $462.3K | 0.18% | −3−0.1% | Reduced |
| Inspire Advisors, LLC | 2,601 | $458.6K | 0.05% | +17+0.7% | Added |
| Meriwether Wealth & Planning, LLC | 2,572 | $453.4K | 0.30% | +4+0.2% | Added |
| Abound Financial, LLC | 2,554 | $450.3K | 0.23% | −51−2.0% | Reduced |
| Quadrant Capital Group LLC | 2,552 | $449.9K | 0.02% | +1,624+175.0% | Added |
| Aristeia Capital LLC | 2,518 | $443.9K | 0.01% | +2,518 | New |
| Algert Global LLC | 2,510 | $442.5K | 0.01% | +2,510 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,468 | $435.1K | 0.02% | −320−11.5% | Reduced |
| Jasper Ridge Partners, L.P. | 2,463 | $434.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,460 | $433.7K | 0.00% | −326−11.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,457 | $433.2K | 0.43% | +64+2.7% | Added |
| CSS LLC | 2,450 | $431.9K | 0.03% | +2,450 | New |
| Hudson Bay Capital Management LP | 2,440 | $430.2K | 0.00% | +2,440 | New |
| Great Lakes Advisors, LLC | 2,404 | $423.8K | 0.00% | −158−6.2% | Reduced |
| Horizon Investments, LLC | 2,402 | $423.5K | 0.01% | +33+1.4% | Added |
| NBT Bank N A | 2,392 | $421.7K | 0.03% | −1,896−44.2% | 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 |
| LGT Group Foundation | 2,390 | $421.4K | 0.01% | −22,025−90.2% | Reduced |
| MSH Capital Advisors LLC | 2,371 | $418.0K | 0.13% | +246+11.6% | Added |
| 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 |
| Baldwin Investment Management, LLC | 2,353 | $414.8K | 0.05% | −512−17.9% | Reduced |
| Fulton Bank, N.A. | 2,317 | $408.5K | 0.02% | −288−11.1% | Reduced |
| ProVise Management Group, LLC | 2,300 | $405.5K | 0.03% | −24−1.0% | Reduced |
| Davenport & Co LLC | 2,296 | $404.7K | 0.00% | 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 |
| Busey Wealth Management | 2,282 | $402.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,261 | $398.6K | 0.01% | −633−21.9% | Reduced |
| Alps Advisors Inc | 2,251 | $396.9K | 0.00% | −880−28.1% | Reduced |
| Snowden Capital Advisors LLC | 2,244 | $395.6K | 0.01% | −65−2.8% | Reduced |
| IVC Wealth Advisors LLC | 2,215 | $390.5K | 0.21% | −54−2.4% | Reduced |
| Regatta Capital Group, LLC | 2,206 | $388.9K | 0.08% | +40+1.8% | Added |
| GAMMA Investing LLC | 2,197 | $387.3K | 0.03% | +791+56.3% | Added |
| Kuhn & Co Investment Counsel | 2,175 | $383.5K | 0.32% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,170 | $382.6K | 0.02% | −9−0.4% | Reduced |
| Brown Advisory Inc | 2,165 | $381.7K | 0.00% | −269−11.1% | Reduced |
| Rathbone Brothers plc | 2,160 | $380.8K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,142 | $377.6K | 0.03% | +153+7.7% | Added |
| Strategic Investment Advisors | 2,136 | $376.6K | 0.04% | +2,136 | New |
| Integrated Wealth Concepts LLC | 2,126 | $374.8K | 0.00% | −635−23.0% | Reduced |
| Haven Private, LLC | 2,080 | $366.7K | 0.21% | −246−10.6% | Reduced |
| Allstate Corp | 2,072 | $365.3K | 0.01% | −3,348−61.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,070 | $364.9K | 0.02% | +231+12.6% | Added |
| Buckingham Strategic Partners | 2,069 | $364.8K | 0.01% | +2,069 | New |
| Milestone Asset Management, LLC | 2,026 | $357.2K | 0.08% | +28+1.4% | Added |
| E Fund Management Co., Ltd. | 2,025 | $357.0K | 0.02% | +10.0% | Added |
| Trust Asset Management LLC | 2,002 | $353.0K | 0.03% | −192−8.8% | Reduced |
| Ironsides Asset Advisors, LLC | 2,000 | $352.6K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,999 | $352.4K | 0.01% | −64−3.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,994 | $351.5K | 0.00% | −31,862−94.1% | Reduced |
| First Citizens Bank & Trust Co | 1,954 | $344.5K | 0.01% | −1,221−38.5% | Reduced |
| Forum Financial Management, LP | 1,930 | $340.3K | 0.01% | −137−6.6% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $338.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,915 | $337.6K | 0.12% | −41−2.1% | Reduced |
| John G Ullman & Associates Inc | 1,900 | $335.0K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,168 | $332.7K | 0.02% | +35+1.6% | Added |
| Heartwood Wealth Advisors LLC | 1,877 | $330.9K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,864 | $328.6K | 0.04% | +609+48.5% | Added |
| Peterson Wealth Services | 1,862 | $328.3K | 0.10% | +2+0.1% | Added |
| 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 |
| Flagship Harbor Advisors, LLC | 1,840 | $324.4K | 0.02% | +1,840 | New |
| Quarry LP | 1,828 | $322.3K | 0.08% | +1,828 | New |
| Great Valley Advisor Group, Inc. | 1,822 | $321.1K | 0.01% | −496−21.4% | Reduced |