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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 1,689 | $320.8K | 0.02% | +151+9.8% | Added |
| Cigna Investments Inc | 1,688 | $321.0K | 0.05% | −57−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,695 | $321.9K | 0.01% | −2,768−62.0% | Reduced |
| Cypress Wealth Services, LLC | 1,704 | $323.7K | 0.05% | +38+2.3% | Added |
| Great Lakes Advisors, LLC | 1,708 | $324.4K | 0.00% | −584−25.5% | Reduced |
| Prelude Capital Management, LLC | 1,711 | $325.0K | 0.03% | +128+8.1% | Added |
| Catalytic Wealth RIA, LLC | 1,713 | $325.4K | 0.01% | +1,713 | New |
| Employees Retirement System of Texas | 1,716 | $326.0K | 0.00% | +247+16.8% | Added |
| Foresight Global Investors, Inc. | 1,721 | $326.9K | 0.19% | +1,721 | New |
| Virtue Capital Management, LLC | 1,727 | $328.0K | 0.07% | −113−6.1% | Reduced |
| Oppenheimer & Co Inc | 1,729 | $328.4K | 0.00% | +1,729 | New |
| Voleon Capital Management LP | 1,730 | $328.6K | 0.01% | +372+27.4% | Added |
| Requisite Capital Management, LLC | 1,734 | $329.4K | 0.06% | +1,734 | New |
| Haven Private, LLC | 1,738 | $330.1K | 0.15% | +93+5.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,746 | $331.6K | 0.02% | +39+2.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,756 | $333.5K | 0.06% | +251+16.7% | Added |
| Meeder Advisory Services, Inc. | 1,757 | $333.7K | 0.02% | −281−13.8% | Reduced |
| Alps Advisors Inc | 1,764 | $335.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,772 | $336.6K | 0.09% | −2−0.1% | Reduced |
| waypoint wealth counsel | 1,773 | $336.8K | 0.13% | +215+13.8% | Added |
| Fullcircle Wealth LLC | 1,608 | $339.2K | 0.12% | +7+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,794 | $340.8K | 0.03% | +1,794 | New |
| Valeo Financial Advisors, LLC | 1,802 | $342.2K | 0.01% | +1,802 | New |
| Brown Brothers Harriman & Co | 1,802 | $342.3K | 0.00% | +646+55.9% | Added |
| Jackson Thornton Asset Management, LLC | 1,709 | $342.8K | 0.03% | +1,709 | New |
| Tranquilli Financial Advisor LLC | 1,809 | $343.6K | 0.20% | −33−1.8% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,810 | $343.8K | 0.19% | −134−6.9% | Reduced |
| MSH Capital Advisors LLC | 1,832 | $348.0K | 0.09% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,844 | $350.2K | 0.03% | −2−0.1% | Reduced |
| Vise Technologies, Inc. | 1,851 | $351.6K | 0.01% | +39+2.2% | Added |
| Forum Financial Management, LP | 1,854 | $352.1K | 0.00% | +303+19.5% | Added |
| EntryPoint Capital, LLC | 1,857 | $352.7K | 0.14% | +145+8.5% | Added |
| Aprio Wealth Management, LLC | 1,867 | $354.6K | 0.04% | −2−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,873 | $355.8K | 0.18% | +22+1.2% | Added |
| Independent Advisor Alliance | 1,874 | $355.9K | 0.01% | +210+12.6% | Added |
| Aristeia Capital LLC | 1,883 | $357.7K | 0.01% | −811−30.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,895 | $359.9K | 0.00% | −1,042−35.5% | Reduced |
| John G Ullman & Associates Inc | 1,900 | $360.9K | 0.05% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,917 | $364.1K | 0.06% | −887−31.6% | Reduced |
| Davy Global Fund Management Ltd | 1,919 | $364.5K | 0.02% | −2,955−60.6% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $364.7K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,923 | $365.3K | 0.01% | +252+15.1% | Added |
| Bessemer Group Inc | 1,948 | $371.0K | 0.00% | +801+69.8% | Added |
| Transcend Wealth Collective, LLC | 1,969 | $374.0K | 0.03% | +683+53.1% | Added |
| Trust Asset Management LLC | 2,002 | $380.3K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 339 | $384.1K | 0.09% | −1,533−81.9% | Reduced |
| Essential Partners LLC | 2,030 | $385.6K | 0.13% | +580+40.0% | Added |
| Pitcairn Co | 2,032 | $386.0K | 0.03% | −220−9.8% | Reduced |
| Evoke Wealth, LLC | 2,041 | $387.7K | 0.01% | +182+9.8% | Added |
| ProVise Management Group, LLC | 2,048 | $389.0K | 0.03% | −325−13.7% | Reduced |
| Busey Wealth Management | 2,049 | $389.2K | 0.01% | −40−1.9% | Reduced |
| Sowell Financial Services LLC | 2,051 | $389.6K | 0.01% | +2+0.1% | Added |
| Flputnam Investment Management Co | 2,063 | $391.8K | 0.01% | +10.0% | Added |
| Prospera Financial Services Inc | 2,069 | $393.1K | 0.01% | +316+18.0% | Added |
| Sage Mountain Advisors LLC | 2,077 | $394.5K | 0.02% | +2,077 | New |
| Foundations Investment Advisors, LLC | 2,090 | $397.0K | 0.01% | −416−16.6% | Reduced |
| Rathbone Brothers plc | 2,091 | $397.2K | 0.00% | −90−4.1% | Reduced |
| J.Safra Asset Management Corp | 2,091 | $397.2K | 0.02% | +1,841+736.4% | Added |
| Hilltop Holdings Inc. | 2,098 | $398.5K | 0.02% | +283+15.6% | Added |
| Access Investment Management LLC | 2,110 | $400.8K | 0.11% | +2,110 | New |
| Meridian Wealth Management, LLC | 2,129 | $404.4K | 0.02% | +10+0.5% | Added |
| Breakwater Capital Group | 2,130 | $404.6K | 0.06% | +100+4.9% | Added |
| IVC Wealth Advisors LLC | 2,150 | $408.4K | 0.18% | −35−1.6% | Reduced |
| Kuhn & Co Investment Counsel | 2,175 | $413.1K | 0.33% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,177 | $413.5K | 0.20% | 00.0% | Unchanged |
| Investors Research Corp | 2,186 | $415.2K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,196 | $417.1K | 0.01% | +98+4.7% | Added |
| Intact Investment Management Inc. | 2,200 | $417.9K | 0.01% | −3,000−57.7% | Reduced |
| Apollon Wealth Management, LLC | 2,226 | $422.8K | 0.01% | −434−16.3% | Reduced |
| Everence Capital Management Inc | 2,245 | $426.0K | 0.03% | +2,245 | New |
| Greenleaf Trust | 2,256 | $428.5K | 0.00% | +357+18.8% | Added |
| Davenport & Co LLC | 2,265 | $430.2K | 0.00% | −184−7.5% | Reduced |
| Regatta Capital Group, LLC | 2,266 | $430.4K | 0.07% | −302−11.8% | Reduced |
| Arkadios Wealth Advisors | 2,269 | $430.9K | 0.01% | +360+18.9% | Added |
| Algert Global LLC | 2,270 | $431.2K | 0.01% | −590−20.6% | Reduced |
| Investment Research Partners LLC | 1,980 | $431.3K | 0.19% | +1,980 | New |
| Chiron Capital Management, LLC | 2,300 | $436.9K | 0.37% | −1,900−45.2% | Reduced |
| HighPoint Advisor Group LLC | 2,300 | $436.9K | 0.02% | +12+0.5% | Added |
| Richard W. Paul & Associates, LLC | 2,315 | $439.7K | 0.15% | −23−1.0% | Reduced |
| Jump Financial, LLC | 2,337 | $443.9K | 0.01% | −38,171−94.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,337 | $443.9K | 0.09% | +1,961+521.5% | Added |
| Archford Capital Strategies, LLC | 2,382 | $452.4K | 0.05% | −378−13.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,424 | $460.4K | 0.01% | +2,424 | New |
| Siemens Fonds Invest GmbH | 2,455 | $466.3K | 0.03% | −25−1.0% | Reduced |
| Jasper Ridge Partners, L.P. | 2,463 | $467.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,543 | $483.0K | 0.01% | +1,072+72.9% | Added |
| Aster Capital Management (DIFC) Ltd | 2,545 | $483.4K | 0.24% | +2,461+2,929.8% | Added |
| NorthCrest Asset Manangement, LLC | 2,421 | $486.2K | 0.01% | +1,169+93.4% | Added |
| Citizens Financial Group Inc | 2,561 | $486.5K | 0.01% | +263+11.4% | Added |
| Northwest & Ethical Investments L.P. | 2,700 | $488.2K | 0.01% | +2,700 | New |
| Snowden Capital Advisors LLC | 2,572 | $488.5K | 0.01% | +208+8.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,595 | $492.9K | 0.01% | −90−3.4% | Reduced |
| Fore Capital, LLC | 2,600 | $493.8K | 0.63% | +2,600 | New |
| Global Trust Asset Management, LLC | 2,607 | $495.2K | 0.22% | −346−11.7% | Reduced |
| CSS LLC | 2,690 | $510.9K | 0.03% | −1,730−39.1% | Reduced |
| Perigon Wealth Management, LLC | 2,700 | $512.8K | 0.01% | −9−0.3% | Reduced |
| Tema ETFs LLC | 2,723 | $517.2K | 0.04% | +2,723 | New |
| Plan A Wealth LLC | 2,725 | $517.6K | 0.26% | +344+14.4% | Added |
| First American Trust, FSB | 2,744 | $521.1K | 0.04% | −1,174−30.0% | Reduced |
| Jane Street Group, LLC | 2,744 | $521.2K | 0.00% | +2,744 | New |