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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 3,259 | $513.6K | 0.17% | +3,259 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,151 | $512.4K | 0.23% | −57−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,244 | $511.2K | 0.02% | +1,474+83.3% | Added |
| Strategic Investment Advisors | 3,270 | $509.2K | 0.05% | +1,134+53.1% | Added |
| Warren Averett Asset Management, LLC | 3,168 | $499.2K | 0.01% | −12−0.4% | Reduced |
| Inspire Advisors, LLC | 3,151 | $496.5K | 0.05% | +550+21.1% | Added |
| Client 1st Advisory Group, LLC | 3,122 | $492.0K | 0.18% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 3,109 | $489.9K | 0.46% | +652+26.5% | Added |
| Beacon Financial Group | 3,104 | $489.1K | 0.05% | −20−0.6% | Reduced |
| Brookstone Capital Management | 3,063 | $482.7K | 0.01% | +259+9.2% | Added |
| S&CO Inc | 3,000 | $472.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,953 | $465.4K | 0.25% | −275−8.5% | Reduced |
| Wealthfront Advisers LLC | 2,946 | $464.3K | 0.00% | −1,364−31.6% | Reduced |
| R Squared Ltd | 2,940 | $463.3K | 0.26% | −1,070−26.7% | Reduced |
| Aptus Capital Advisors, LLC | 2,937 | $462.8K | 0.00% | +2,937 | New |
| Signaturefd, LLC | 2,930 | $461.8K | 0.01% | +669+29.6% | Added |
| 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 |
| Drucker Wealth 3.0, LLC | 2,804 | $454.4K | 0.09% | −2,223−44.2% | Reduced |
| Algert Global LLC | 2,860 | $450.7K | 0.01% | +350+13.9% | Added |
| LeClair Wealth Partners LLC | 2,847 | $448.7K | 0.30% | −779−21.5% | Reduced |
| Fox Run Management, L.L.C. | 2,810 | $442.8K | 0.07% | +2,810 | New |
| Baldwin Investment Management, LLC | 2,783 | $438.6K | 0.05% | +430+18.3% | Added |
| Archford Capital Strategies, LLC | 2,760 | $434.9K | 0.06% | −888−24.3% | Reduced |
| Harbor Capital Advisors, Inc. | 2,717 | $428.0K | 0.02% | −15−0.5% | Reduced |
| Perigon Wealth Management, LLC | 2,709 | $426.9K | 0.01% | −212−7.3% | Reduced |
| Aristeia Capital LLC | 2,694 | $424.5K | 0.01% | +176+7.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,685 | $423.1K | 0.01% | −630−19.0% | Reduced |
| MQS Management LLC | 2,672 | $421.1K | 0.23% | −841−23.9% | Reduced |
| Apollon Wealth Management, LLC | 2,660 | $419.2K | 0.01% | −968−26.7% | Reduced |
| HB Wealth Management, LLC | 2,644 | $416.7K | 0.00% | −1,787−40.3% | Reduced |
| Fulton Bank, N.A. | 2,609 | $411.2K | 0.02% | +292+12.6% | Added |
| Transce3nd, LLC | 2,603 | $410.7K | 0.17% | +1,010+63.4% | Added |
| NBC Securities, Inc. | 2,606 | $410.0K | 0.03% | −921−26.1% | Reduced |
| Regatta Capital Group, LLC | 2,568 | $404.7K | 0.07% | +362+16.4% | Added |
| Foundations Investment Advisors, LLC | 2,506 | $394.9K | 0.01% | −1,331−34.7% | Reduced |
| Siemens Fonds Invest GmbH | 2,480 | $390.8K | 0.02% | +338+15.8% | Added |
| Jasper Ridge Partners, L.P. | 2,463 | $388.1K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,449 | $385.9K | 0.00% | +153+6.7% | Added |
| Plan A Wealth LLC | 2,381 | $375.2K | 0.21% | +2,381 | New |
| ProVise Management Group, LLC | 2,373 | $374.0K | 0.03% | +73+3.2% | Added |
| Snowden Capital Advisors LLC | 2,364 | $372.5K | 0.01% | +120+5.3% | Added |
| Richard W. Paul & Associates, LLC | 2,338 | $368.4K | 0.13% | +1,128+93.2% | Added |
| Citizens Financial Group Inc | 2,298 | $362.2K | 0.01% | −487−17.5% | Reduced |
| Great Lakes Advisors, LLC | 2,292 | $361.2K | 0.00% | −112−4.7% | Reduced |
| HighPoint Advisor Group LLC | 2,288 | $360.6K | 0.02% | +120+5.5% | Added |
| Pitcairn Co | 2,252 | $354.9K | 0.02% | −39−1.7% | Reduced |
| Nomura Holdings Inc | 2,248 | $354.3K | 0.00% | −3,040−57.5% | Reduced |
| Investors Research Corp | 2,186 | $344.5K | 0.07% | +2,175+19,772.7% | Added |
| IVC Wealth Advisors LLC | 2,185 | $344.3K | 0.17% | −30−1.4% | Reduced |
| Rathbone Brothers plc | 2,181 | $343.7K | 0.00% | +21+1.0% | Added |
| Armstrong, Fleming & Moore, Inc | 2,177 | $343.1K | 0.19% | +2,177 | New |
| Kuhn & Co Investment Counsel | 2,175 | $342.8K | 0.26% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,170 | $342.0K | 0.02% | −27−1.2% | Reduced |
| Meridian Wealth Management, LLC | 2,119 | $333.9K | 0.01% | −51−2.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,110 | $332.5K | 0.02% | +2,110 | New |
| E Fund Management Co., Ltd. | 2,099 | $330.8K | 0.02% | +74+3.7% | Added |
| Profund Advisors LLC | 2,098 | $330.6K | 0.01% | −193−8.4% | Reduced |
| Busey Wealth Management | 2,089 | $329.2K | 0.01% | −193−8.5% | Reduced |
| Counterpoint Mutual Funds LLC | 2,071 | $326.4K | 0.03% | +214+11.5% | Added |
| Flputnam Investment Management Co | 2,062 | $325.0K | 0.01% | −754−26.8% | Reduced |
| Sowell Financial Services LLC | 2,049 | $322.9K | 0.01% | +320+18.5% | Added |
| Meeder Advisory Services, Inc. | 2,038 | $321.2K | 0.02% | −1,631−44.5% | Reduced |
| Breakwater Capital Group | 2,030 | $319.9K | 0.05% | +2,030 | New |
| Trust Asset Management LLC | 2,002 | $315.5K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1,998 | $314.9K | 0.00% | +1,998 | New |
| MidWestOne Financial Group, Inc. | 1,989 | $313.4K | 0.04% | −4,497−69.3% | Reduced |
| Brown Advisory Inc | 1,983 | $312.5K | 0.00% | −182−8.4% | Reduced |
| BSW Wealth Partners | 1,981 | $312.2K | 0.04% | +441+28.6% | Added |
| Entropy Technologies, LP | 1,975 | $311.2K | 0.02% | −17,281−89.7% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,944 | $306.4K | 0.19% | +484+33.2% | Added |
| Ellevest, Inc. | 1,934 | $304.8K | 0.05% | +120+6.6% | Added |
| Principle Wealth Partners LLC | 1,920 | $302.6K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,909 | $300.8K | 0.01% | +1,909 | New |
| John G Ullman & Associates Inc | 1,900 | $299.4K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 1,899 | $299.3K | 0.00% | −920−32.6% | Reduced |
| Peterson Wealth Services | 1,872 | $295.0K | 0.08% | +10+0.5% | Added |
| First Citizens Bank & Trust Co | 1,870 | $294.7K | 0.01% | −84−4.3% | Reduced |
| Aprio Wealth Management, LLC | 1,869 | $294.5K | 0.03% | +5+0.3% | Added |
| Ironsides Asset Advisors, LLC | 1,860 | $293.1K | 0.09% | −140−7.0% | Reduced |
| 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 |
| Fullcircle Wealth LLC | 1,601 | $292.6K | 0.11% | +1,601 | New |
| Alliance Wealth Advisors, LLC | 1,851 | $291.7K | 0.16% | +345+22.9% | Added |
| Heartwood Wealth Advisors LLC | 1,846 | $290.9K | 0.03% | −31−1.7% | Reduced |
| Tranquilli Financial Advisor LLC | 1,842 | $290.3K | 0.18% | +330+21.8% | Added |
| Virtue Capital Management, LLC | 1,840 | $290.0K | 0.05% | −1,826−49.8% | Reduced |
| MSH Capital Advisors LLC | 1,832 | $288.7K | 0.08% | −539−22.7% | Reduced |
| Farringdon Capital, Ltd. | 1,817 | $286.3K | 0.10% | −2,197−54.7% | Reduced |
| Hilltop Holdings Inc. | 1,815 | $286.0K | 0.02% | +229+14.4% | Added |
| Berry Wealth Group, LP | 1,814 | $285.9K | 0.20% | +50+2.8% | Added |
| Vise Technologies, Inc. | 1,812 | $285.6K | 0.01% | +1,812 | New |
| SCS Capital Management LLC | 1,808 | $284.9K | 0.00% | −912−33.5% | Reduced |
| Fortitude Family Office, LLC | 1,774 | $279.6K | 0.09% | −141−7.4% | Reduced |
| Alps Advisors Inc | 1,764 | $278.0K | 0.00% | −487−21.6% | Reduced |
| Prospera Financial Services Inc | 1,753 | $276.3K | 0.01% | −10,966−86.2% | Reduced |
| Cigna Investments Inc | 1,745 | $275.0K | 0.05% | −65−3.6% | Reduced |
| Laurion Capital Management LP | 1,734 | $273.3K | 0.03% | +1,734 | New |
| Leonteq Securities AG | 1,718 | $270.7K | 0.02% | +1,036+151.9% | Added |
| SRS Capital Advisors, Inc. | 1,712 | $269.8K | 0.01% | +1,459+576.7% | Added |