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 | 940 | $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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $6.93K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 42 | $6.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $6.62K | 0.00% | +42 | New |
| Tortoise Investment Management, LLC | 36 | $5.67K | 0.00% | +6+20.0% | Added |
| Howard Hughes Medical Institute | 36 | $5.67K | 0.00% | +36 | New |
| Maryland Capital Advisors Inc. | 35 | $5.52K | 0.00% | +35 | New |
| ORG Partners LLC | 33 | $5.36K | 0.00% | +7+26.9% | Added |
| Salomon & Ludwin, LLC | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $5.20K | 0.00% | +33 | New |
| Carolina Wealth Advisors, LLC | 33 | $5.20K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $5.00K | 0.00% | +2+6.3% | Added |
| Zions Bancorporation, National Association | 30 | $4.73K | 0.00% | −388−92.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 30 | $4.73K | 0.00% | −36−54.5% | Reduced |
| Delta Asset Management LLC | 30 | $4.73K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $4.73K | 0.00% | +7+30.4% | Added |
| Hughes Financial Services, LLC | 26 | $4.62K | 0.00% | +14+116.7% | Added |
| Sierra Ocean, LLC | 29 | $4.57K | 0.00% | −48−62.3% | Reduced |
| Compass Financial Services Inc | 29 | $4.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $4.41K | 0.00% | −8−22.2% | Reduced |
| DT Investment Partners, LLC | 28 | $4.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.25K | 0.00% | −3−10.0% | Reduced |
| Aspect Partners, LLC | 27 | $4.25K | 0.00% | −1−3.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $4.25K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $4.25K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $3.94K | 0.00% | +18+257.1% | Added |
| Hilltop National Bank | 25 | $3.94K | 0.00% | +25 | New |
| HHM Wealth Advisors, LLC | 23 | $3.63K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 23 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $3.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $3.31K | 0.00% | +21 | New |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $2.84K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $2.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $2.84K | 0.00% | +14+350.0% | Added |
| TFC Financial Management | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $2.68K | 0.00% | +8+88.9% | Added |
| WPG Advisers, LLC | 16 | $2.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.52K | 0.00% | +6+60.0% | Added |
| IMG Wealth Management, Inc. | 16 | $2.52K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 15 | $2.37K | 0.00% | −16−51.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15 | $2.36K | 0.00% | −1−6.3% | Reduced |
| Pinnacle Bancorp, Inc. | 15 | $2.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $2.21K | 0.00% | +5+55.6% | Added |
| Ogorek Anthony Joseph | 16 | $2.00K | 0.00% | −12−42.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $1.89K | 0.00% | +12 | New |
| Caldwell Sutter Capital, Inc. | 12 | $1.89K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $1.89K | 0.00% | +5+71.4% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $1.73K | 0.00% | −4−26.7% | Reduced |
| JNBA Financial Advisors | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.58K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $1.58K | 0.00% | +10 | New |
| Horizon Financial Services, LLC | 9 | $1.42K | 0.00% | +5+125.0% | Added |
| Stephens Consulting, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 7 | $1.10K | 0.00% | −469−98.5% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.10K | 0.00% | +1+16.7% | Added |
| NVWM, LLC | 7 | $1.10K | 0.00% | +3+75.0% | Added |
| Trifecta Capital Advisors, LLC | 6 | $946 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $788 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $788 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $630 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $630 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4 | $630 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $473 | 0.00% | −5−62.5% | Reduced |
| Kimelman & Baird, LLC | 3 | $473 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $473 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $473 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $473 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $473 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $473 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $315 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $315 | 0.00% | +2 | New |
| Vision Financial Markets LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −447,481−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −437,302−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −200,213−100.0% | Sold out |
| Snyder Capital Management L P | 0 | $0 | 0.00% | −157,353−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −111,854−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −106,556−100.0% | Sold out |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −105,800−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −89,005−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −75,187−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −72,906−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −62,436−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −47,557−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,982−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −44,408−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,751−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −28,284−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −28,064−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −25,017−100.0% | Sold out |