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 |
|---|---|---|---|---|---|
| FSB Premier Wealth Management, Inc. | 3,742 | $589.7K | 0.21% | −11−0.3% | Reduced |
| Stonebrook Private Inc. | 3,763 | $593.0K | 0.14% | −124−3.2% | Reduced |
| Legacy Financial Advisors, Inc. | 3,861 | $608.5K | 0.10% | +3,861 | New |
| APG Asset Management US Inc. | 3,767 | $612.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,911 | $615.9K | 0.00% | +2,375+154.6% | Added |
| First American Trust, FSB | 3,918 | $617.4K | 0.05% | −30,024−88.5% | Reduced |
| Papp L Roy & Associates | 3,927 | $618.9K | 0.07% | −777−16.5% | Reduced |
| State of Wyoming | 3,940 | $620.9K | 0.08% | +3,100+369.0% | Added |
| NorthRock Partners, LLC | 3,971 | $625.8K | 0.02% | +3,971 | New |
| Miracle Mile Advisors, LLC | 3,992 | $629.1K | 0.01% | +3,992 | New |
| Kinneret Advisory, LLC | 4,026 | $634.5K | 0.06% | −7−0.2% | Reduced |
| Allred Capital Management, LLC | 4,030 | $635.1K | 0.24% | +40+1.0% | Added |
| Centaurus Financial, Inc. | 4,063 | $640.0K | 0.04% | −186−4.4% | Reduced |
| Blume Capital Management, Inc. | 4,092 | $644.9K | 0.13% | +3,992+3,992.0% | Added |
| Corsair Capital Management, L.P. | 4,105 | $646.9K | 0.12% | −3,000−42.2% | Reduced |
| BBR Partners, LLC | 4,105 | $646.9K | 0.04% | −10.0% | Reduced |
| Birchbrook, Inc. | 4,187 | $659.8K | 0.35% | +619+17.3% | Added |
| Chiron Capital Management, LLC | 4,200 | $661.9K | 0.58% | +4,200 | New |
| Magnolia Capital Advisors LLC | 4,216 | $664.4K | 0.17% | +325+8.4% | Added |
| GF Fund Management Co. Ltd. | 4,247 | $669.3K | 0.01% | −31−0.7% | Reduced |
| Qtron Investments LLC | 4,274 | $673.5K | 0.09% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,349 | $685.4K | 0.01% | −800−15.5% | Reduced |
| Hickory Asset Management, Inc. | 4,351 | $685.7K | 0.57% | −225−4.9% | Reduced |
| CSS LLC | 4,420 | $696.5K | 0.04% | +1,970+80.4% | Added |
| Montag A & Associates Inc | 4,437 | $699.2K | 0.03% | −2,775−38.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,447 | $700.8K | 0.00% | −8,583−65.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,463 | $703.3K | 0.02% | +1,040+30.4% | Added |
| GeoWealth Management, LLC | 4,467 | $704.0K | 0.03% | +1,377+44.6% | Added |
| T. Rowe Price Investment Management, Inc. | 4,466 | $704.0K | 0.00% | +1,433+47.2% | Added |
| Applied Finance Capital Management, LLC | 4,477 | $705.5K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 4,478 | $706.0K | 0.09% | +4,478 | New |
| Cornerstone Advisors, LLC | 4,500 | $709.2K | 0.02% | −100−2.2% | Reduced |
| V-Square Quantitative Management LLC | 4,561 | $718.8K | 0.10% | +37+0.8% | Added |
| Copperleaf Capital, LLC | 4,575 | $721.0K | 0.36% | −394−7.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,641 | $731.4K | 0.01% | +2,181+88.7% | Added |
| Quadrant Capital Group LLC | 4,651 | $733.0K | 0.03% | +2,099+82.2% | Added |
| United Community Bank | 4,702 | $741.0K | 0.25% | +1,200+34.3% | Added |
| Integrated Wealth Concepts LLC | 4,763 | $750.6K | 0.01% | +2,637+124.0% | Added |
| Vident Advisory, LLC | 4,797 | $756.0K | 0.01% | +298+6.6% | Added |
| RSM US Wealth Management LLC | 4,815 | $758.8K | 0.01% | +1,106+29.8% | Added |
| Strategic Global Advisors, LLC | 4,844 | $763.4K | 0.12% | +176+3.8% | Added |
| Davy Global Fund Management Ltd | 4,874 | $768.1K | 0.07% | +48+1.0% | Added |
| Fiduciary Trust Co | 4,880 | $769.0K | 0.01% | +168+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,902 | $772.5K | 0.05% | −339−6.5% | Reduced |
| QRG Capital Management, Inc. | 4,904 | $772.8K | 0.01% | −3,499−41.6% | Reduced |
| Laurel Wealth Advisors LLC | 4,947 | $779.6K | 0.12% | +30+0.6% | Added |
| Soapstone Management L.P. | 5,000 | $788.0K | 0.52% | +5,000 | New |
| Quest Partners LLC | 5,050 | $795.8K | 0.08% | −8,299−62.2% | Reduced |
| Dakota Wealth Management | 5,084 | $801.2K | 0.02% | +5,084 | New |
| Intact Investment Management Inc. | 5,200 | $819.5K | 0.03% | −500−8.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,200 | $819.5K | 0.03% | +5,200 | New |
| Todd Asset Management LLC | 5,208 | $820.7K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,216 | $822.0K | 0.01% | +2,814+117.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 5,219 | $822.5K | 0.62% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,242 | $826.1K | 0.01% | −79−1.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 5,310 | $836.8K | 0.02% | −120−2.2% | Reduced |
| Humankind Investments LLC | 5,315 | $837.6K | 0.20% | +1,058+24.9% | Added |
| H&H Retirement Design & Management INC | 5,349 | $850.3K | 0.47% | +1,307+32.3% | Added |
| Malaga Cove Capital, LLC | 5,406 | $851.9K | 0.33% | +1,676+44.9% | Added |
| Empowered Funds, LLC | 5,422 | $854.5K | 0.01% | −4,306−44.3% | Reduced |
| Triglav Skladi, D.O.O. | 5,500 | $866.7K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,502 | $867.1K | 0.04% | +3,662+199.0% | Added |
| Parallel Advisors, LLC | 5,521 | $870.0K | 0.02% | −3,354−37.8% | Reduced |
| Kestra Advisory Services, LLC | 5,531 | $871.6K | 0.00% | +406+7.9% | Added |
| Chicago Capital, LLC | 5,534 | $872.1K | 0.02% | +5,534 | New |
| Koss-Olinger Consulting, LLC | 5,548 | $874.3K | 0.07% | +3+0.1% | Added |
| Stablepoint Partners, LLC | 5,556 | $875.6K | 0.15% | −403−6.8% | Reduced |
| Veracity Capital LLC | 5,616 | $885.0K | 0.31% | +4,310+330.0% | Added |
| Buckingham Strategic Partners | 5,654 | $891.0K | 0.01% | +3,585+173.3% | Added |
| Brighton Jones LLC | 5,810 | $915.6K | 0.02% | +2,179+60.0% | Added |
| Sequoia Financial Advisors, LLC | 5,855 | $922.7K | 0.01% | −379−6.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,900 | $929.8K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,963 | $940.0K | 0.01% | +538+9.9% | Added |
| Tokio Marine Asset Management Co Ltd | 6,022 | $949.0K | 0.04% | +514+9.3% | Added |
| Bowman & Co S.C. | 6,024 | $949.2K | 0.42% | +703+13.2% | Added |
| Clearstead Advisors, LLC | 6,038 | $951.5K | 0.01% | −5,681−48.5% | Reduced |
| Private Advisor Group, LLC | 6,059 | $954.8K | 0.01% | +624+11.5% | Added |
| Sagespring Wealth Partners, LLC | 6,075 | $957.3K | 0.02% | +214+3.7% | Added |
| Exchange Traded Concepts, LLC | 6,178 | $973.6K | 0.01% | +821+15.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,186 | $974.9K | 0.00% | −492−7.4% | Reduced |
| Callan Family Office, LLC | 6,227 | $981.3K | 0.03% | +4,819+342.3% | Added |
| Fairbanks Capital Management, Inc. | 6,246 | $984.3K | 0.56% | +367+6.2% | Added |
| Lebenthal Global Advisors, LLC | 6,308 | $994.1K | 0.19% | +3,039+93.0% | Added |
| Versor Investments LP | 6,398 | $1.01M | 0.18% | +3,102+94.1% | Added |
| Empirical Finance, LLC | 6,411 | $1.01M | 0.05% | +37+0.6% | Added |
| Byrne Asset Management LLC | 6,436 | $1.01M | 0.68% | – | – |
| North Star Asset Management Inc | 6,440 | $1.01M | 0.04% | +600+10.3% | Added |
| Caption Management, LLC | 6,500 | $1.02M | 0.09% | +6,500 | New |
| Citadel Advisors LLC | 6,525 | $1.03M | 0.00% | −108,282−94.3% | Reduced |
| Highland Capital Management, LLC | 6,526 | $1.03M | 0.06% | −15−0.2% | Reduced |
| Omers Administration Corp | 6,528 | $1.03M | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,533 | $1.03M | 0.03% | −2,350−26.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,556 | $1.03M | 0.00% | +4,562+228.8% | Added |
| Wolverine Trading, LLC | 6,651 | $1.05M | 0.03% | +6,651 | New |
| Blair William & Co | 6,649 | $1.05M | 0.00% | −1,276−16.1% | Reduced |
| CenterBook Partners LP | 6,679 | $1.05M | 0.06% | +6,679 | New |
| HighTower Advisors, LLC | 6,682 | $1.05M | 0.00% | −101,107−93.8% | Reduced |
| Aviso Financial Inc. | 6,701 | $1.06M | 0.05% | +623+10.3% | Added |
| Advisors Asset Management, Inc. | 6,729 | $1.06M | 0.02% | +903+15.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,731 | $1.06M | 0.18% | −10.0% | Reduced |