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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 970 | $152.8K | 0.00% | +293+43.3% | Added |
| Icon Wealth Advisors, LLC | 979 | $154.3K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 989 | $155.9K | 0.10% | −109−9.9% | Reduced |
| Millstone Evans Group, LLC | 1,006 | $158.5K | 0.11% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,067 | $168.1K | 0.05% | +1,067 | New |
| Ostrum Asset Management | 1,073 | $169.1K | 0.01% | −287−21.1% | Reduced |
| Massmutual Trust Co FSB | 1,100 | $173.3K | 0.00% | +157+16.6% | Added |
| Bessemer Group Inc | 1,147 | $181.0K | 0.00% | −619−35.1% | Reduced |
| Brown Brothers Harriman & Co | 1,156 | $182.2K | 0.00% | +823+247.1% | Added |
| Central Trust Co | 1,205 | $189.9K | 0.00% | +105+9.5% | Added |
| Wexford Capital LP | 1,273 | $200.6K | 0.06% | −296−18.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,286 | $202.7K | 0.02% | +1,286 | New |
| Keystone Financial Services | 1,298 | $204.6K | 0.07% | +1,298 | New |
| CTC Alternative Strategies, Ltd. | 1,299 | $204.7K | 0.18% | +1,299 | New |
| Northwest Wealth Management, LLC | 1,301 | $205.0K | 0.04% | +1,301 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,304 | $205.5K | 0.07% | +1,304 | New |
| NorthCrest Asset Manangement, LLC | 1,252 | $205.6K | 0.01% | +1,252 | New |
| Platform Technology Partners | 1,320 | $208.0K | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,321 | $208.2K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,324 | $208.6K | 0.07% | −2,541−65.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,337 | $210.7K | 0.00% | −459,226−99.7% | Reduced |
| Castleview Partners, LLC | 1,343 | $211.6K | 0.14% | +1,343 | New |
| S-Bank Fund Management Ltd | 1,343 | $211.6K | 0.03% | −378−22.0% | Reduced |
| LGT Group Foundation | 1,357 | $213.8K | 0.00% | −1,033−43.2% | Reduced |
| Voleon Capital Management LP | 1,358 | $214.0K | 0.01% | +1,358 | New |
| Sym Financial Corp | 1,368 | $215.6K | 0.02% | +1,368 | New |
| NBT Bank N A | 1,381 | $217.6K | 0.01% | −1,011−42.3% | Reduced |
| Level Four Advisory Services, LLC | 1,384 | $218.1K | 0.01% | −615−30.8% | Reduced |
| Everpar Advisors LLC | 1,404 | $221.3K | 0.10% | +62+4.6% | Added |
| Checchi Capital Advisers, LLC | 1,406 | $221.6K | 0.02% | −52−3.6% | Reduced |
| Peapack Gladstone Financial Corp | 1,416 | $223.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,418 | $223.5K | 0.01% | +1,418 | New |
| Hudson Bay Capital Management LP | 1,422 | $224.1K | 0.00% | −1,018−41.7% | Reduced |
| Phillips Wealth Planners LLC | 1,364 | $224.3K | 0.20% | +1,364 | New |
| Essential Partners LLC | 1,450 | $228.5K | 0.09% | +1,450 | New |
| Cresset Asset Management, LLC | 1,454 | $229.1K | 0.00% | −52,268−97.3% | Reduced |
| Skopos Labs, Inc. | 1,457 | $229.6K | 0.03% | +599+69.8% | Added |
| Patton Fund Management, Inc. | 1,464 | $230.7K | 0.05% | +1,464 | New |
| Employees Retirement System of Texas | 1,469 | $231.0K | 0.00% | +1,469 | New |
| Ballentine Partners, LLC | 1,471 | $231.8K | 0.00% | −6−0.4% | Reduced |
| Zacks Investment Management | 1,474 | $232.3K | 0.00% | −131−8.2% | Reduced |
| Advisory Alpha, LLC | 1,503 | $236.9K | 0.01% | −1,624−51.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,503 | $236.9K | 0.02% | −1,596−51.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,505 | $237.2K | 0.05% | +166+12.4% | Added |
| Gratus Wealth Advisors, LLC | 1,510 | $238.0K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,521 | $239.7K | 0.02% | +595+64.3% | Added |
| Equitable Holdings, Inc. | 1,526 | $240.5K | 0.00% | +1,526 | New |
| Picton Mahoney Asset Management | 1,532 | $242.0K | 0.00% | +1,527+30,540.0% | Added |
| National Asset Management, Inc. | 1,538 | $242.4K | 0.01% | −1,849−54.6% | Reduced |
| MTM Investment Management, LLC | 1,538 | $242.4K | 0.08% | +38+2.5% | Added |
| CX Institutional | 1,549 | $244.0K | 0.01% | +791+104.4% | Added |
| Ameritas Investment Partners, Inc. | 1,551 | $244.4K | 0.01% | −43−2.7% | Reduced |
| Forum Financial Management, LP | 1,551 | $244.4K | 0.00% | −379−19.6% | Reduced |
| Perbak Capital Partners LLP | 1,552 | $244.6K | 0.06% | +7+0.5% | Added |
| waypoint wealth counsel | 1,558 | $245.5K | 0.12% | +1,558 | New |
| Petrus Trust Company, LTA | 1,561 | $246.0K | 0.03% | −1,510−49.2% | Reduced |
| 1832 Asset Management L.P. | 1,565 | $246.6K | 0.00% | −826−34.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,569 | $247.3K | 0.01% | −501−24.2% | Reduced |
| Prelude Capital Management, LLC | 1,583 | $249.5K | 0.02% | +380+31.6% | Added |
| Group One Trading, L.P. | 1,588 | $250.3K | 0.01% | +1,135+250.6% | Added |
| Groupe la Francaise | 1,600 | $251.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,597 | $251.7K | 0.02% | −1,926−54.7% | Reduced |
| Wedbush Securities Inc | 1,608 | $253.0K | 0.01% | +156+10.7% | Added |
| Net Worth Advisory Group | 1,606 | $253.0K | 0.06% | +54+3.5% | Added |
| Center for Financial Planning, Inc. | 1,620 | $255.3K | 0.03% | −14−0.9% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,623 | $255.8K | 0.00% | +1,623 | New |
| IFP Advisors, Inc | 1,630 | $256.9K | 0.01% | +1,027+170.3% | Added |
| Cumberland Partners Ltd | 1,637 | $258.0K | 0.02% | −77−4.5% | Reduced |
| Haven Private, LLC | 1,645 | $259.2K | 0.11% | −435−20.9% | Reduced |
| Gladstone Institutional Advisory LLC | 1,656 | $261.0K | 0.01% | +98+6.3% | Added |
| GTS Securities LLC | 1,661 | $261.8K | 0.01% | +1,661 | New |
| Meriwether Wealth & Planning, LLC | 1,664 | $262.2K | 0.16% | −908−35.3% | Reduced |
| Independent Advisor Alliance | 1,664 | $262.2K | 0.01% | −137−7.6% | Reduced |
| Cypress Wealth Services, LLC | 1,666 | $262.5K | 0.05% | +410+32.6% | Added |
| Wetherby Asset Management Inc | 1,671 | $263.3K | 0.01% | +1,671 | New |
| ICONIQ Capital, LLC | 1,693 | $266.8K | 0.00% | +1,693 | New |
| KRS Capital Management, LLC | 1,700 | $267.9K | 0.18% | −50−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 1,704 | $268.6K | 0.01% | −118−6.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,707 | $269.0K | 0.02% | +1,707 | New |
| EntryPoint Capital, LLC | 1,712 | $269.8K | 0.14% | −66−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,712 | $269.8K | 0.01% | +1,459+576.7% | Added |
| Leonteq Securities AG | 1,718 | $270.7K | 0.02% | +1,036+151.9% | Added |
| Laurion Capital Management LP | 1,734 | $273.3K | 0.03% | +1,734 | New |
| Cigna Investments Inc | 1,745 | $275.0K | 0.05% | −65−3.6% | Reduced |
| Prospera Financial Services Inc | 1,753 | $276.3K | 0.01% | −10,966−86.2% | Reduced |
| Alps Advisors Inc | 1,764 | $278.0K | 0.00% | −487−21.6% | Reduced |
| Fortitude Family Office, LLC | 1,774 | $279.6K | 0.09% | −141−7.4% | Reduced |
| SCS Capital Management LLC | 1,808 | $284.9K | 0.00% | −912−33.5% | Reduced |
| Vise Technologies, Inc. | 1,812 | $285.6K | 0.01% | +1,812 | New |
| Berry Wealth Group, LP | 1,814 | $285.9K | 0.20% | +50+2.8% | Added |
| Hilltop Holdings Inc. | 1,815 | $286.0K | 0.02% | +229+14.4% | Added |
| Farringdon Capital, Ltd. | 1,817 | $286.3K | 0.10% | −2,197−54.7% | Reduced |
| MSH Capital Advisors LLC | 1,832 | $288.7K | 0.08% | −539−22.7% | Reduced |
| Virtue Capital Management, LLC | 1,840 | $290.0K | 0.05% | −1,826−49.8% | Reduced |
| Tranquilli Financial Advisor LLC | 1,842 | $290.3K | 0.18% | +330+21.8% | Added |
| Heartwood Wealth Advisors LLC | 1,846 | $290.9K | 0.03% | −31−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,851 | $291.7K | 0.16% | +345+22.9% | Added |
| Fullcircle Wealth LLC | 1,601 | $292.6K | 0.11% | +1,601 | New |
| Machina Capital S.A.S. | 1,859 | $293.0K | 0.06% | −5,255−73.9% | Reduced |
| Evoke Wealth, LLC | 1,859 | $293.0K | 0.01% | +1,859 | New |