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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 1,860 | $293.1K | 0.09% | −140−7.0% | Reduced |
| Aprio Wealth Management, LLC | 1,869 | $294.5K | 0.03% | +5+0.3% | Added |
| First Citizens Bank & Trust Co | 1,870 | $294.7K | 0.01% | −84−4.3% | Reduced |
| Peterson Wealth Services | 1,872 | $295.0K | 0.08% | +10+0.5% | Added |
| Greenleaf Trust | 1,899 | $299.3K | 0.00% | −920−32.6% | Reduced |
| John G Ullman & Associates Inc | 1,900 | $299.4K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,909 | $300.8K | 0.01% | +1,909 | New |
| Principle Wealth Partners LLC | 1,920 | $302.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,934 | $304.8K | 0.05% | +120+6.6% | Added |
| Broadway Wealth Solutions, Inc. | 1,944 | $306.4K | 0.19% | +484+33.2% | Added |
| Entropy Technologies, LP | 1,975 | $311.2K | 0.02% | −17,281−89.7% | Reduced |
| BSW Wealth Partners | 1,981 | $312.2K | 0.04% | +441+28.6% | Added |
| Brown Advisory Inc | 1,983 | $312.5K | 0.00% | −182−8.4% | Reduced |
| MidWestOne Financial Group, Inc. | 1,989 | $313.4K | 0.04% | −4,497−69.3% | Reduced |
| Freestone Grove Partners LP | 1,998 | $314.9K | 0.00% | +1,998 | New |
| Trust Asset Management LLC | 2,002 | $315.5K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,030 | $319.9K | 0.05% | +2,030 | New |
| Meeder Advisory Services, Inc. | 2,038 | $321.2K | 0.02% | −1,631−44.5% | Reduced |
| Sowell Financial Services LLC | 2,049 | $322.9K | 0.01% | +320+18.5% | Added |
| Flputnam Investment Management Co | 2,062 | $325.0K | 0.01% | −754−26.8% | Reduced |
| Counterpoint Mutual Funds LLC | 2,071 | $326.4K | 0.03% | +214+11.5% | Added |
| Busey Wealth Management | 2,089 | $329.2K | 0.01% | −193−8.5% | Reduced |
| Profund Advisors LLC | 2,098 | $330.6K | 0.01% | −193−8.4% | Reduced |
| E Fund Management Co., Ltd. | 2,099 | $330.8K | 0.02% | +74+3.7% | Added |
| Canada Post Corp Registered Pension Plan | 2,110 | $332.5K | 0.02% | +2,110 | New |
| Meridian Wealth Management, LLC | 2,119 | $333.9K | 0.01% | −51−2.4% | Reduced |
| GAMMA Investing LLC | 2,170 | $342.0K | 0.02% | −27−1.2% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $342.8K | 0.26% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,177 | $343.1K | 0.19% | +2,177 | New |
| Rathbone Brothers plc | 2,181 | $343.7K | 0.00% | +21+1.0% | Added |
| IVC Wealth Advisors LLC | 2,185 | $344.3K | 0.17% | −30−1.4% | Reduced |
| Investors Research Corp | 2,186 | $344.5K | 0.07% | +2,175+19,772.7% | Added |
| Nomura Holdings Inc | 2,248 | $354.3K | 0.00% | −3,040−57.5% | Reduced |
| Pitcairn Co | 2,252 | $354.9K | 0.02% | −39−1.7% | Reduced |
| HighPoint Advisor Group LLC | 2,288 | $360.6K | 0.02% | +120+5.5% | Added |
| Great Lakes Advisors, LLC | 2,292 | $361.2K | 0.00% | −112−4.7% | Reduced |
| Citizens Financial Group Inc | 2,298 | $362.2K | 0.01% | −487−17.5% | Reduced |
| Richard W. Paul & Associates, LLC | 2,338 | $368.4K | 0.13% | +1,128+93.2% | Added |
| Snowden Capital Advisors LLC | 2,364 | $372.5K | 0.01% | +120+5.3% | Added |
| ProVise Management Group, LLC | 2,373 | $374.0K | 0.03% | +73+3.2% | Added |
| Plan A Wealth LLC | 2,381 | $375.2K | 0.21% | +2,381 | New |
| Davenport & Co LLC | 2,449 | $385.9K | 0.00% | +153+6.7% | Added |
| Jasper Ridge Partners, L.P. | 2,463 | $388.1K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,480 | $390.8K | 0.02% | +338+15.8% | Added |
| Foundations Investment Advisors, LLC | 2,506 | $394.9K | 0.01% | −1,331−34.7% | Reduced |
| Regatta Capital Group, LLC | 2,568 | $404.7K | 0.07% | +362+16.4% | Added |
| NBC Securities, Inc. | 2,606 | $410.0K | 0.03% | −921−26.1% | Reduced |
| Transce3nd, LLC | 2,603 | $410.7K | 0.17% | +1,010+63.4% | Added |
| Fulton Bank, N.A. | 2,609 | $411.2K | 0.02% | +292+12.6% | Added |
| HB Wealth Management, LLC | 2,644 | $416.7K | 0.00% | −1,787−40.3% | Reduced |
| Apollon Wealth Management, LLC | 2,660 | $419.2K | 0.01% | −968−26.7% | Reduced |
| MQS Management LLC | 2,672 | $421.1K | 0.23% | −841−23.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,685 | $423.1K | 0.01% | −630−19.0% | Reduced |
| Aristeia Capital LLC | 2,694 | $424.5K | 0.01% | +176+7.0% | Added |
| Perigon Wealth Management, LLC | 2,709 | $426.9K | 0.01% | −212−7.3% | Reduced |
| Harbor Capital Advisors, Inc. | 2,717 | $428.0K | 0.02% | −15−0.5% | Reduced |
| Archford Capital Strategies, LLC | 2,760 | $434.9K | 0.06% | −888−24.3% | Reduced |
| Baldwin Investment Management, LLC | 2,783 | $438.6K | 0.05% | +430+18.3% | Added |
| Fox Run Management, L.L.C. | 2,810 | $442.8K | 0.07% | +2,810 | New |
| LeClair Wealth Partners LLC | 2,847 | $448.7K | 0.30% | −779−21.5% | Reduced |
| Algert Global LLC | 2,860 | $450.7K | 0.01% | +350+13.9% | Added |
| Drucker Wealth 3.0, LLC | 2,804 | $454.4K | 0.09% | −2,223−44.2% | Reduced |
| Burns Matteson Capital Management, LLC | 2,907 | $458.1K | 0.22% | −121−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,907 | $458.1K | 0.02% | +1,130+63.6% | Added |
| Signaturefd, LLC | 2,930 | $461.8K | 0.01% | +669+29.6% | Added |
| Aptus Capital Advisors, LLC | 2,937 | $462.8K | 0.00% | +2,937 | New |
| R Squared Ltd | 2,940 | $463.3K | 0.26% | −1,070−26.7% | Reduced |
| Wealthfront Advisers LLC | 2,946 | $464.3K | 0.00% | −1,364−31.6% | Reduced |
| Global Trust Asset Management, LLC | 2,953 | $465.4K | 0.25% | −275−8.5% | Reduced |
| S&CO Inc | 3,000 | $472.0K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,063 | $482.7K | 0.01% | +259+9.2% | Added |
| Beacon Financial Group | 3,104 | $489.1K | 0.05% | −20−0.6% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,109 | $489.9K | 0.46% | +652+26.5% | Added |
| Client 1st Advisory Group, LLC | 3,122 | $492.0K | 0.18% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,151 | $496.5K | 0.05% | +550+21.1% | Added |
| Warren Averett Asset Management, LLC | 3,168 | $499.2K | 0.01% | −12−0.4% | Reduced |
| Strategic Investment Advisors | 3,270 | $509.2K | 0.05% | +1,134+53.1% | Added |
| Dynamic Advisor Solutions LLC | 3,244 | $511.2K | 0.02% | +1,474+83.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,151 | $512.4K | 0.23% | −57−1.8% | Reduced |
| Sivia Capital Partners, LLC | 3,259 | $513.6K | 0.17% | +3,259 | New |
| Liberty One Investment Management, LLC | 3,323 | $523.7K | 0.05% | +238+7.7% | Added |
| Ratan Capital Management LP | 3,342 | $526.7K | 0.26% | −12,960−79.5% | Reduced |
| Raleigh Capital Management Inc. | 3,350 | $527.9K | 0.22% | +1,544+85.5% | Added |
| Outlook Wealth Advisors, LLC | 3,356 | $528.9K | 0.14% | +9+0.3% | Added |
| Vega Investment Solutions | 3,368 | $530.8K | 0.12% | −335−9.0% | Reduced |
| Coldstream Capital Management Inc | 3,378 | $532.3K | 0.01% | +106+3.2% | Added |
| Allianz SE | 3,390 | $534.2K | 0.01% | +2,310+213.9% | Added |
| We Are One Seven, LLC | 3,412 | $537.7K | 0.02% | +443+14.9% | Added |
| Fiduciary Family Office, LLC | 3,451 | $543.8K | 0.18% | −2,005−36.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,500 | $551.6K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,510 | $553.1K | 0.33% | +3,510 | New |
| Mutual Advisors, LLC | 2,817 | $561.1K | 0.01% | −309−9.9% | Reduced |
| Dohj, LLC | 3,870 | $569.1K | 0.17% | −4,626−54.4% | Reduced |
| Lido Advisors, LLC | 3,615 | $569.8K | 0.00% | −532−12.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,950 | $573.0K | 0.02% | +1,500+103.4% | Added |
| MUFG Securities Americas Inc. | 3,642 | $573.9K | 0.05% | +681+23.0% | Added |
| Herold Advisors, Inc. | 3,700 | $583.1K | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,714 | $585.1K | 0.01% | −622−14.3% | Reduced |
| First Horizon Advisors, Inc. | 3,728 | $587.6K | 0.02% | −123−3.2% | Reduced |
| Summit Trail Advisors, LLC | 3,735 | $588.6K | 0.01% | +1,366+57.7% | Added |