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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 1,712 | $269.8K | 0.14% | −66−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,707 | $269.0K | 0.02% | +1,707 | New |
| Great Valley Advisor Group, Inc. | 1,704 | $268.6K | 0.01% | −118−6.5% | Reduced |
| KRS Capital Management, LLC | 1,700 | $267.9K | 0.18% | −50−2.9% | Reduced |
| ICONIQ Capital, LLC | 1,693 | $266.8K | 0.00% | +1,693 | New |
| Wetherby Asset Management Inc | 1,671 | $263.3K | 0.01% | +1,671 | New |
| Cypress Wealth Services, LLC | 1,666 | $262.5K | 0.05% | +410+32.6% | Added |
| Independent Advisor Alliance | 1,664 | $262.2K | 0.01% | −137−7.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,664 | $262.2K | 0.16% | −908−35.3% | Reduced |
| GTS Securities LLC | 1,661 | $261.8K | 0.01% | +1,661 | New |
| Gladstone Institutional Advisory LLC | 1,656 | $261.0K | 0.01% | +98+6.3% | Added |
| Haven Private, LLC | 1,645 | $259.2K | 0.11% | −435−20.9% | Reduced |
| Cumberland Partners Ltd | 1,637 | $258.0K | 0.02% | −77−4.5% | Reduced |
| IFP Advisors, Inc | 1,630 | $256.9K | 0.01% | +1,027+170.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,623 | $255.8K | 0.00% | +1,623 | New |
| Center for Financial Planning, Inc. | 1,620 | $255.3K | 0.03% | −14−0.9% | Reduced |
| Net Worth Advisory Group | 1,606 | $253.0K | 0.06% | +54+3.5% | Added |
| Wedbush Securities Inc | 1,608 | $253.0K | 0.01% | +156+10.7% | Added |
| Campbell & CO Investment Adviser LLC | 1,597 | $251.7K | 0.02% | −1,926−54.7% | Reduced |
| Groupe la Francaise | 1,600 | $251.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,588 | $250.3K | 0.01% | +1,135+250.6% | Added |
| Prelude Capital Management, LLC | 1,583 | $249.5K | 0.02% | +380+31.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,569 | $247.3K | 0.01% | −501−24.2% | Reduced |
| 1832 Asset Management L.P. | 1,565 | $246.6K | 0.00% | −826−34.5% | Reduced |
| Petrus Trust Company, LTA | 1,561 | $246.0K | 0.03% | −1,510−49.2% | Reduced |
| waypoint wealth counsel | 1,558 | $245.5K | 0.12% | +1,558 | New |
| Perbak Capital Partners LLP | 1,552 | $244.6K | 0.06% | +7+0.5% | Added |
| Forum Financial Management, LP | 1,551 | $244.4K | 0.00% | −379−19.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,551 | $244.4K | 0.01% | −43−2.7% | Reduced |
| CX Institutional | 1,549 | $244.0K | 0.01% | +791+104.4% | 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 |
| Picton Mahoney Asset Management | 1,532 | $242.0K | 0.00% | +1,527+30,540.0% | Added |
| Equitable Holdings, Inc. | 1,526 | $240.5K | 0.00% | +1,526 | New |
| Westpac Banking Corp | 1,521 | $239.7K | 0.02% | +595+64.3% | Added |
| Gratus Wealth Advisors, LLC | 1,510 | $238.0K | 0.04% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,505 | $237.2K | 0.05% | +166+12.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,503 | $236.9K | 0.02% | −1,596−51.5% | Reduced |
| Advisory Alpha, LLC | 1,503 | $236.9K | 0.01% | −1,624−51.9% | Reduced |
| Zacks Investment Management | 1,474 | $232.3K | 0.00% | −131−8.2% | Reduced |
| Ballentine Partners, LLC | 1,471 | $231.8K | 0.00% | −6−0.4% | Reduced |
| Employees Retirement System of Texas | 1,469 | $231.0K | 0.00% | +1,469 | New |
| Patton Fund Management, Inc. | 1,464 | $230.7K | 0.05% | +1,464 | New |
| Skopos Labs, Inc. | 1,457 | $229.6K | 0.03% | +599+69.8% | Added |
| Cresset Asset Management, LLC | 1,454 | $229.1K | 0.00% | −52,268−97.3% | Reduced |
| Essential Partners LLC | 1,450 | $228.5K | 0.09% | +1,450 | New |
| Phillips Wealth Planners LLC | 1,364 | $224.3K | 0.20% | +1,364 | New |
| Hudson Bay Capital Management LP | 1,422 | $224.1K | 0.00% | −1,018−41.7% | Reduced |
| Rehmann Capital Advisory Group | 1,418 | $223.5K | 0.01% | +1,418 | New |
| Peapack Gladstone Financial Corp | 1,416 | $223.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,406 | $221.6K | 0.02% | −52−3.6% | Reduced |
| Everpar Advisors LLC | 1,404 | $221.3K | 0.10% | +62+4.6% | Added |
| Level Four Advisory Services, LLC | 1,384 | $218.1K | 0.01% | −615−30.8% | Reduced |
| NBT Bank N A | 1,381 | $217.6K | 0.01% | −1,011−42.3% | Reduced |
| Sym Financial Corp | 1,368 | $215.6K | 0.02% | +1,368 | New |
| Voleon Capital Management LP | 1,358 | $214.0K | 0.01% | +1,358 | New |
| LGT Group Foundation | 1,357 | $213.8K | 0.00% | −1,033−43.2% | Reduced |
| S-Bank Fund Management Ltd | 1,343 | $211.6K | 0.03% | −378−22.0% | Reduced |
| Castleview Partners, LLC | 1,343 | $211.6K | 0.14% | +1,343 | New |
| Douglass Winthrop Advisors, LLC | 1,337 | $210.7K | 0.00% | −459,226−99.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,324 | $208.6K | 0.07% | −2,541−65.7% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $208.2K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 1,320 | $208.0K | 0.05% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,252 | $205.6K | 0.01% | +1,252 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,304 | $205.5K | 0.07% | +1,304 | New |
| Northwest Wealth Management, LLC | 1,301 | $205.0K | 0.04% | +1,301 | New |
| CTC Alternative Strategies, Ltd. | 1,299 | $204.7K | 0.18% | +1,299 | New |
| Keystone Financial Services | 1,298 | $204.6K | 0.07% | +1,298 | New |
| Transcend Wealth Collective, LLC | 1,286 | $202.7K | 0.02% | +1,286 | New |
| Wexford Capital LP | 1,273 | $200.6K | 0.06% | −296−18.9% | Reduced |
| Central Trust Co | 1,205 | $189.9K | 0.00% | +105+9.5% | Added |
| Brown Brothers Harriman & Co | 1,156 | $182.2K | 0.00% | +823+247.1% | Added |
| Bessemer Group Inc | 1,147 | $181.0K | 0.00% | −619−35.1% | Reduced |
| Massmutual Trust Co FSB | 1,100 | $173.3K | 0.00% | +157+16.6% | Added |
| Ostrum Asset Management | 1,073 | $169.1K | 0.01% | −287−21.1% | Reduced |
| Neo Ivy Capital Management | 1,067 | $168.1K | 0.05% | +1,067 | New |
| Millstone Evans Group, LLC | 1,006 | $158.5K | 0.11% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 989 | $155.9K | 0.10% | −109−9.9% | Reduced |
| Icon Wealth Advisors, LLC | 979 | $154.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 970 | $152.8K | 0.00% | +293+43.3% | Added |
| Penserra Capital Management LLC | 963 | $151.0K | 0.00% | +90+10.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $148.1K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 933 | $146.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 900 | $141.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 899 | $141.7K | 0.00% | +519+136.6% | Added |
| Versant Capital Management, Inc | 846 | $133.3K | 0.02% | +169+25.0% | Added |
| Western Pacific Wealth Management, LP | 845 | $133.2K | 0.13% | 00.0% | Unchanged |
| LRI Investments, LLC | 24,071 | $130.4K | 0.01% | +361+1.5% | Added |
| Caitong International Asset Management Co., Ltd | 807 | $127.2K | 0.09% | +249+44.6% | Added |
| Smartleaf Asset Management LLC | 742 | $116.8K | 0.01% | −215−22.5% | Reduced |
| Spire Wealth Management | 704 | $110.9K | 0.00% | −27−3.7% | Reduced |
| Park Square Financial Group, LLC | 696 | $109.7K | 0.08% | +260+59.6% | Added |
| Smithfield Trust Co | 691 | $109.0K | 0.01% | +108+18.5% | Added |
| Umb Bank N A | 675 | $106.4K | 0.00% | +406+150.9% | Added |
| Nemes Rush Group LLC | 637 | $100.4K | 0.01% | +16+2.6% | Added |
| ORG Wealth Partners, LLC | 614 | $99.8K | 0.02% | +261+73.9% | Added |
| Bay Harbor Wealth Management, LLC | 626 | $98.7K | 0.03% | +305+95.0% | Added |
| Salem Investment Counselors Inc | 612 | $96.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 605 | $95.3K | 0.06% | +5+0.8% | Added |
| Private Trust Co NA | 603 | $95.0K | 0.01% | +67+12.5% | Added |