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, Q3 2025
Institutional positions in IQVIA Holdings Inc. as of Sep 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
- 1,008
- +39 vs. Q2 2025
- Shares held
- 158.4M
- −2.14M (−1.3%) vs. Q2 2025
- Total value
- $30.1B
- +$4.75B (+18.8%) vs. Q2 2025
- New holders
- 143
- 400 more added
- Sold out
- 104
- 344 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 54 | $10.3K | 0.00% | +26+92.9% | Added |
| Private Wealth Management Group, LLC | 55 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $10.8K | 0.00% | +8+16.3% | Added |
| Maseco LLP | 60 | $11.4K | 0.00% | +60 | New |
| McIlrath & Eck, LLC | 65 | $12.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 65 | $12.3K | 0.01% | +4+6.6% | Added |
| ORG Partners LLC | 66 | $12.5K | 0.00% | +33+100.0% | Added |
| Red Tortoise LLC | 69 | $13.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 66 | $13.6K | 0.00% | +34+106.3% | Added |
| Asset Dedication, LLC | 72 | $13.7K | 0.00% | −171−70.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 75 | $14.2K | 0.00% | +9+13.6% | Added |
| Vermillion Wealth Management, Inc. | 78 | $14.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 81 | $15.4K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 84 | $16.0K | 0.05% | +84 | New |
| Citizens National Bank Trust Department | 100 | $18.1K | 0.00% | +32+47.1% | Added |
| Duncker Streett & Co Inc | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 100 | $19.0K | 0.00% | +100 | New |
| Clal Insurance Enterprises Holdings Ltd | 98 | $19.0K | 0.00% | −106−52.0% | Reduced |
| Caldwell Trust Co | 102 | $19.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 105 | $19.9K | 0.01% | +105 | New |
| Bullock Wealth Management Group | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 109 | $20.7K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 115 | $21.8K | 0.00% | −77−40.1% | Reduced |
| Global Wealth Strategies & Associates | 118 | $22.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 118 | $22.4K | 0.00% | +43+57.3% | Added |
| Quest 10 Wealth Builders, Inc. | 120 | $22.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 121 | $23.0K | 0.00% | −13−9.7% | Reduced |
| Farmers & Merchants Investments Inc | 122 | $23.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 123 | $23.4K | 0.00% | +123 | New |
| AdvisorNet Financial, Inc | 127 | $24.1K | 0.00% | +1+0.8% | Added |
| Cornerstone Planning Group LLC | 118 | $25.5K | 0.00% | +2+1.7% | Added |
| Brown, Lisle/Cummings, Inc. | 136 | $25.8K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 141 | $26.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 144 | $27.4K | 0.00% | +134+1,340.0% | Added |
| Rise Advisors, LLC | 145 | $27.5K | 0.01% | +9+6.6% | Added |
| Harbour Investments, Inc. | 147 | $27.9K | 0.00% | +18+14.0% | Added |
| Atlantic Trust, LLC | 149 | $28.3K | 0.00% | −72−32.6% | Reduced |
| Colonial Trust Advisors | 150 | $28.5K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 153 | $29.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 147 | $30.0K | 0.00% | +101+219.6% | Added |
| Measured Wealth Private Client Group, LLC | 158 | $30.0K | 0.01% | +158 | New |
| Creative Financial Designs Inc | 159 | $30.2K | 0.00% | +2+1.3% | Added |
| American National Bank | 174 | $33.0K | 0.00% | +10+6.1% | Added |
| Park Place Capital Corp | 183 | $34.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 188 | $35.7K | 0.00% | +188 | New |
| HM Payson & Co | 200 | $38.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 204 | $38.7K | 0.00% | +94+85.5% | Added |
| Deseret Mutual Benefit Administrators | 210 | $39.9K | 0.02% | +30+16.7% | Added |
| GW&K Investment Management, LLC | 214 | $41.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 218 | $41.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 221 | $42.0K | 0.00% | −108−32.8% | Reduced |
| TD Waterhouse Canada Inc. | 206 | $42.0K | 0.00% | −16,903−98.8% | Reduced |
| Root Financial Partners, LLC | 226 | $42.9K | 0.00% | +226 | New |
| Trust Co of Toledo NA | 234 | $44.4K | 0.00% | −11−4.5% | Reduced |
| Manchester Capital Management LLC | 235 | $44.6K | 0.01% | +88+59.9% | Added |
| Caitong International Asset Management Co., Ltd | 242 | $46.0K | 0.03% | −565−70.0% | Reduced |
| Hantz Financial Services, Inc. | 240 | $46.0K | 0.00% | +115+92.0% | Added |
| Hemington Wealth Management | 261 | $49.0K | 0.01% | +79+43.4% | Added |
| Concord Wealth Partners | 259 | $49.2K | 0.01% | −114−30.6% | Reduced |
| Johnson Financial Group, Inc. | 276 | $52.4K | 0.00% | +276 | New |
| Clear Street Markets LLC | 292 | $55.5K | 0.02% | +181+163.1% | Added |
| MV Capital Management, Inc. | 295 | $56.0K | 0.01% | +15+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 314 | $59.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 323 | $61.4K | 0.01% | +323 | New |
| Bruce G. Allen Investments, LLC | 332 | $63.1K | 0.05% | +23+7.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 350 | $66.5K | 0.01% | +350 | New |
| SBI Securities Co., Ltd. | 352 | $66.9K | 0.00% | +32+10.0% | Added |
| AllSquare Wealth Management LLC | 362 | $68.8K | 0.04% | +50+16.0% | Added |
| Zions Bancorporation, National Association | 369 | $70.1K | 0.00% | +339+1,130.0% | Added |
| Parkside Financial Bank & Trust | 389 | $73.9K | 0.01% | −79−16.9% | Reduced |
| Wealth Watch Advisors, INC | 392 | $74.5K | 0.03% | +392 | New |
| Paradigm Asset Management Co LLC | 398 | $75.6K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 410 | $77.9K | 0.05% | +405+8,100.0% | Added |
| Transamerica Financial Advisors, Inc. | 424 | $80.5K | 0.01% | +424 | New |
| Ronald Blue Trust, Inc. | 432 | $82.1K | 0.00% | −59−12.0% | Reduced |
| Nemes Rush Group LLC | 437 | $83.0K | 0.01% | −200−31.4% | Reduced |
| Rothschild Investment LLC | 440 | $83.6K | 0.00% | +171+63.6% | Added |
| St Germain D J Co Inc | 451 | $85.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 428 | $86.0K | 0.06% | −99−18.8% | Reduced |
| Quent Capital, LLC | 455 | $86.4K | 0.01% | +455 | New |
| Wealth Preservation Advisors, LLC | 466 | $88.5K | 0.05% | +13+2.9% | Added |
| Covestor Ltd | 471 | $90.0K | 0.05% | +27+6.1% | Added |
| Wealthspire Advisors, LLC | 481 | $91.4K | 0.00% | +481 | New |
| Onefund, LLC | 498 | $94.6K | 0.06% | +19+4.0% | Added |
| Salem Investment Counselors Inc | 504 | $95.7K | 0.00% | −108−17.6% | Reduced |
| Ancora Advisors, LLC | 521 | $99.0K | 0.00% | +79+17.9% | Added |
| Leonteq Securities AG | 524 | $99.5K | 0.01% | −1,194−69.5% | Reduced |
| Private Trust Co NA | 533 | $101.2K | 0.01% | −70−11.6% | Reduced |
| LRI Investments, LLC | 23,811 | $103.0K | 0.01% | −260−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 556 | $105.6K | 0.00% | −4−0.7% | Reduced |
| Cromwell Holdings LLC | 576 | $109.4K | 0.06% | +192+50.0% | Added |
| Wolff Wiese Magana LLC | 605 | $114.9K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 652 | $123.8K | 0.03% | +26+4.2% | Added |
| True Wealth Design, LLC | 653 | $124.0K | 0.04% | +95+17.0% | Added |
| CVA Family Office, LLC | 654 | $124.2K | 0.02% | +68+11.6% | Added |
| Quest Partners LLC | 662 | $125.7K | 0.01% | −4,388−86.9% | Reduced |
| JFS Wealth Advisors, LLC | 669 | $127.1K | 0.01% | +602+898.5% | Added |
| Oakworth Capital, Inc. | 717 | $136.2K | 0.01% | +252+54.2% | Added |
| Spire Wealth Management | 741 | $140.7K | 0.00% | +37+5.3% | Added |