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, Q2 2025
Institutional positions in IQVIA Holdings Inc. as of Jun 30, 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
- 980
- −3 vs. Q1 2025
- Shares held
- 162.3M
- +8.28M (+5.4%) vs. Q1 2025
- Total value
- $25.6B
- −$1.49B (−5.5%) vs. Q1 2025
- New holders
- 123
- 428 more added
- Sold out
- 126
- 322 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LFA - Lugano Financial Advisors SA | 71 | $11.2K | 0.01% | +71 | New |
| Rational Advisors LLC | 72 | $11.3K | 0.00% | +72 | New |
| Bogart Wealth, LLC | 75 | $11.8K | 0.00% | +4+5.6% | Added |
| Spurstone Advisory Services, LLC | 75 | $11.8K | 0.18% | +75 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $12.0K | 0.00% | +68 | New |
| Vermillion Wealth Management, Inc. | 78 | $12.3K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 81 | $12.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 84 | $13.2K | 0.00% | +84 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 90 | $14.1K | 0.00% | −55,912−99.8% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 95 | $15.0K | 0.01% | +95 | New |
| Duncker Streett & Co Inc | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 102 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 109 | $17.2K | 0.00% | −227−67.6% | Reduced |
| Twin Tree Management, LP | 110 | $17.3K | 0.00% | +110 | New |
| Clear Street Markets LLC | 111 | $17.5K | 0.01% | +111 | New |
| Global Wealth Strategies & Associates | 118 | $18.6K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $18.9K | 0.02% | +31+34.8% | Added |
| Farmers & Merchants Investments Inc | 122 | $19.2K | 0.00% | −3−2.4% | Reduced |
| AdvisorNet Financial, Inc | 126 | $19.9K | 0.00% | +4+3.3% | Added |
| Hantz Financial Services, Inc. | 125 | $20.0K | 0.00% | +86+220.5% | Added |
| Harbour Investments, Inc. | 129 | $20.3K | 0.00% | +9+7.5% | Added |
| Ameritas Advisory Services, LLC | 134 | $21.1K | 0.00% | +134 | New |
| Cornerstone Planning Group LLC | 116 | $21.3K | 0.00% | −15−11.5% | Reduced |
| TD Private Client Wealth LLC | 136 | $21.4K | 0.00% | −340−71.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 136 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $21.4K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 141 | $22.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 143 | $22.5K | 0.03% | +143 | New |
| Manchester Capital Management LLC | 147 | $23.2K | 0.00% | +4+2.8% | Added |
| Colonial Trust Advisors | 150 | $23.6K | 0.00% | −300−66.7% | Reduced |
| Sittner & Nelson, LLC | 150 | $23.6K | 0.01% | +150 | New |
| Alpine Bank Wealth Management | 153 | $24.1K | 0.00% | +46+43.0% | Added |
| Creative Financial Designs Inc | 157 | $24.7K | 0.00% | −15−8.7% | Reduced |
| American National Bank | 164 | $25.8K | 0.00% | +19+13.1% | Added |
| Hemington Wealth Management | 182 | $28.0K | 0.00% | −41−18.4% | Reduced |
| Deseret Mutual Benefit Administrators | 180 | $28.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 183 | $29.8K | 0.01% | +25+15.8% | Added |
| Alerus Financial NA | 192 | $30.3K | 0.00% | +192 | New |
| HM Payson & Co | 200 | $31.5K | 0.00% | −200−50.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 204 | $32.0K | 0.00% | +43+26.7% | Added |
| GW&K Investment Management, LLC | 214 | $34.0K | 0.00% | +157+275.4% | Added |
| Private Wealth Asset Management, LLC | 218 | $34.4K | 0.00% | −157−41.9% | Reduced |
| Chilton Capital Management LLC | 219 | $34.5K | 0.00% | −182−45.4% | Reduced |
| Atlantic Trust, LLC | 221 | $34.8K | 0.01% | −67−23.3% | Reduced |
| Asset Dedication, LLC | 243 | $38.3K | 0.00% | +168+224.0% | Added |
| Trust Co of Toledo NA | 245 | $38.6K | 0.00% | +245 | New |
| J.Safra Asset Management Corp | 250 | $39.4K | 0.00% | +169+208.6% | Added |
| Rothschild Investment LLC | 269 | $42.4K | 0.00% | +124+85.5% | Added |
| MV Capital Management, Inc. | 280 | $44.1K | 0.00% | +19+7.3% | Added |
| NewSquare Capital LLC | 291 | $45.9K | 0.00% | +189+185.3% | Added |
| Bruce G. Allen Investments, LLC | 309 | $48.7K | 0.04% | −14−4.3% | Reduced |
| AllSquare Wealth Management LLC | 312 | $49.2K | 0.03% | +127+68.6% | Added |
| GPS Wealth Strategies Group, LLC | 314 | $49.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 320 | $50.4K | 0.00% | +5+1.6% | Added |
| Larson Financial Group LLC | 329 | $51.8K | 0.00% | +54+19.6% | Added |
| Atticus Wealth Management, LLC | 333 | $52.5K | 0.01% | +333 | New |
| Concord Wealth Partners | 373 | $58.8K | 0.01% | +140+60.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 376 | $59.3K | 0.02% | +200+113.6% | Added |
| Cromwell Holdings LLC | 384 | $60.5K | 0.04% | +7+1.9% | Added |
| Farther Finance Advisors, LLC | 398 | $62.7K | 0.00% | +101+34.0% | Added |
| Paradigm Asset Management Co LLC | 398 | $62.7K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 404 | $63.7K | 0.00% | +404 | New |
| Ancora Advisors, LLC | 442 | $69.7K | 0.00% | −725−62.1% | Reduced |
| Covestor Ltd | 444 | $70.0K | 0.04% | +105+31.0% | Added |
| St Germain D J Co Inc | 451 | $71.1K | 0.00% | +260+136.1% | Added |
| Wealth Preservation Advisors, LLC | 453 | $71.4K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 465 | $73.3K | 0.00% | −173−27.1% | Reduced |
| Parkside Financial Bank & Trust | 468 | $73.8K | 0.01% | −28−5.6% | Reduced |
| Onefund, LLC | 479 | $75.0K | 0.05% | +479 | New |
| MUFG Securities EMEA plc | 486 | $76.6K | 0.00% | +486 | New |
| Ronald Blue Trust, Inc. | 491 | $77.4K | 0.00% | +192+64.2% | Added |
| Sentry Investment Management LLC | 527 | $87.0K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 558 | $87.9K | 0.03% | +150+36.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 560 | $88.3K | 0.00% | +2+0.4% | Added |
| Independence Bank of Kentucky | 570 | $89.8K | 0.01% | −10−1.7% | Reduced |
| Ofi Invest Asset Management | 682 | $91.6K | 0.00% | +123+22.0% | Added |
| CVA Family Office, LLC | 586 | $92.3K | 0.01% | +401+216.8% | Added |
| Private Trust Co NA | 603 | $95.0K | 0.01% | +67+12.5% | Added |
| Wolff Wiese Magana LLC | 605 | $95.3K | 0.06% | +5+0.8% | Added |
| Salem Investment Counselors Inc | 612 | $96.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 626 | $98.7K | 0.03% | +305+95.0% | Added |
| ORG Wealth Partners, LLC | 614 | $99.8K | 0.02% | +261+73.9% | Added |
| Nemes Rush Group LLC | 637 | $100.4K | 0.01% | +16+2.6% | Added |
| Umb Bank N A | 675 | $106.4K | 0.00% | +406+150.9% | Added |
| Smithfield Trust Co | 691 | $109.0K | 0.01% | +108+18.5% | Added |
| Park Square Financial Group, LLC | 696 | $109.7K | 0.08% | +260+59.6% | Added |
| Spire Wealth Management | 704 | $110.9K | 0.00% | −27−3.7% | Reduced |
| Smartleaf Asset Management LLC | 742 | $116.8K | 0.01% | −215−22.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 807 | $127.2K | 0.09% | +249+44.6% | Added |
| LRI Investments, LLC | 24,071 | $130.4K | 0.01% | +361+1.5% | Added |
| Western Pacific Wealth Management, LP | 845 | $133.2K | 0.13% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 846 | $133.3K | 0.02% | +169+25.0% | Added |
| Huntington National Bank | 899 | $141.7K | 0.00% | +519+136.6% | Added |
| Anchor Investment Management, LLC | 900 | $141.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 933 | $146.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $148.1K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 963 | $151.0K | 0.00% | +90+10.3% | Added |