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 | 940 | $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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 2,868 | $544.7K | 0.01% | −195−6.4% | Reduced |
| Papp L Roy & Associates | 2,864 | $544.0K | 0.06% | −1,063−27.1% | Reduced |
| Burns Matteson Capital Management, LLC | 2,860 | $543.2K | 0.23% | −47−1.6% | Reduced |
| NBC Securities, Inc. | 2,853 | $541.9K | 0.04% | +247+9.5% | Added |
| Mutual Advisors, LLC | 2,459 | $540.8K | 0.01% | −358−12.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,960 | $534.9K | 0.02% | +850+40.3% | Added |
| Harbor Capital Advisors, Inc. | 2,795 | $531.0K | 0.04% | +78+2.9% | Added |
| Baldwin Investment Management, LLC | 2,758 | $523.9K | 0.06% | −25−0.9% | Reduced |
| Jane Street Group, LLC | 2,744 | $521.2K | 0.00% | +2,744 | New |
| First American Trust, FSB | 2,744 | $521.1K | 0.04% | −1,174−30.0% | Reduced |
| Plan A Wealth LLC | 2,725 | $517.6K | 0.26% | +344+14.4% | Added |
| Tema ETFs LLC | 2,723 | $517.2K | 0.04% | +2,723 | New |
| Perigon Wealth Management, LLC | 2,700 | $512.8K | 0.01% | −9−0.3% | Reduced |
| CSS LLC | 2,690 | $510.9K | 0.03% | −1,730−39.1% | Reduced |
| Global Trust Asset Management, LLC | 2,607 | $495.2K | 0.22% | −346−11.7% | Reduced |
| Fore Capital, LLC | 2,600 | $493.8K | 0.63% | +2,600 | New |
| Sanibel Captiva Trust Company, Inc. | 2,595 | $492.9K | 0.01% | −90−3.4% | Reduced |
| Snowden Capital Advisors LLC | 2,572 | $488.5K | 0.01% | +208+8.8% | Added |
| Northwest & Ethical Investments L.P. | 2,700 | $488.2K | 0.01% | +2,700 | New |
| Citizens Financial Group Inc | 2,561 | $486.5K | 0.01% | +263+11.4% | Added |
| NorthCrest Asset Manangement, LLC | 2,421 | $486.2K | 0.01% | +1,169+93.4% | Added |
| Aster Capital Management (DIFC) Ltd | 2,545 | $483.4K | 0.24% | +2,461+2,929.8% | Added |
| Ballentine Partners, LLC | 2,543 | $483.0K | 0.01% | +1,072+72.9% | Added |
| Jasper Ridge Partners, L.P. | 2,463 | $467.8K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,455 | $466.3K | 0.03% | −25−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,424 | $460.4K | 0.01% | +2,424 | New |
| Archford Capital Strategies, LLC | 2,382 | $452.4K | 0.05% | −378−13.7% | 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 |
| Richard W. Paul & Associates, LLC | 2,315 | $439.7K | 0.15% | −23−1.0% | Reduced |
| 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 |
| Investment Research Partners LLC | 1,980 | $431.3K | 0.19% | +1,980 | New |
| Algert Global LLC | 2,270 | $431.2K | 0.01% | −590−20.6% | Reduced |
| Arkadios Wealth Advisors | 2,269 | $430.9K | 0.01% | +360+18.9% | Added |
| Regatta Capital Group, LLC | 2,266 | $430.4K | 0.07% | −302−11.8% | Reduced |
| Davenport & Co LLC | 2,265 | $430.2K | 0.00% | −184−7.5% | Reduced |
| Greenleaf Trust | 2,256 | $428.5K | 0.00% | +357+18.8% | Added |
| Everence Capital Management Inc | 2,245 | $426.0K | 0.03% | +2,245 | New |
| Apollon Wealth Management, LLC | 2,226 | $422.8K | 0.01% | −434−16.3% | Reduced |
| Intact Investment Management Inc. | 2,200 | $417.9K | 0.01% | −3,000−57.7% | Reduced |
| Profund Advisors LLC | 2,196 | $417.1K | 0.01% | +98+4.7% | Added |
| Investors Research Corp | 2,186 | $415.2K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,177 | $413.5K | 0.20% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,175 | $413.1K | 0.33% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,150 | $408.4K | 0.18% | −35−1.6% | Reduced |
| Breakwater Capital Group | 2,130 | $404.6K | 0.06% | +100+4.9% | Added |
| Meridian Wealth Management, LLC | 2,129 | $404.4K | 0.02% | +10+0.5% | Added |
| Access Investment Management LLC | 2,110 | $400.8K | 0.11% | +2,110 | New |
| Hilltop Holdings Inc. | 2,098 | $398.5K | 0.02% | +283+15.6% | Added |
| J.Safra Asset Management Corp | 2,091 | $397.2K | 0.02% | +1,841+736.4% | Added |
| Rathbone Brothers plc | 2,091 | $397.2K | 0.00% | −90−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 2,090 | $397.0K | 0.01% | −416−16.6% | Reduced |
| Sage Mountain Advisors LLC | 2,077 | $394.5K | 0.02% | +2,077 | New |
| Prospera Financial Services Inc | 2,069 | $393.1K | 0.01% | +316+18.0% | Added |
| Flputnam Investment Management Co | 2,063 | $391.8K | 0.01% | +10.0% | Added |
| Sowell Financial Services LLC | 2,051 | $389.6K | 0.01% | +2+0.1% | Added |
| Busey Wealth Management | 2,049 | $389.2K | 0.01% | −40−1.9% | Reduced |
| ProVise Management Group, LLC | 2,048 | $389.0K | 0.03% | −325−13.7% | Reduced |
| Evoke Wealth, LLC | 2,041 | $387.7K | 0.01% | +182+9.8% | Added |
| Pitcairn Co | 2,032 | $386.0K | 0.03% | −220−9.8% | Reduced |
| Essential Partners LLC | 2,030 | $385.6K | 0.13% | +580+40.0% | Added |
| Peterson Wealth Services | 339 | $384.1K | 0.09% | −1,533−81.9% | Reduced |
| Trust Asset Management LLC | 2,002 | $380.3K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,969 | $374.0K | 0.03% | +683+53.1% | Added |
| Bessemer Group Inc | 1,948 | $371.0K | 0.00% | +801+69.8% | Added |
| Wetherby Asset Management Inc | 1,923 | $365.3K | 0.01% | +252+15.1% | Added |
| Principle Wealth Partners LLC | 1,920 | $364.7K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,919 | $364.5K | 0.02% | −2,955−60.6% | Reduced |
| Drucker Wealth 3.0, LLC | 1,917 | $364.1K | 0.06% | −887−31.6% | Reduced |
| John G Ullman & Associates Inc | 1,900 | $360.9K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,895 | $359.9K | 0.00% | −1,042−35.5% | Reduced |
| Aristeia Capital LLC | 1,883 | $357.7K | 0.01% | −811−30.1% | Reduced |
| Independent Advisor Alliance | 1,874 | $355.9K | 0.01% | +210+12.6% | Added |
| Alliance Wealth Advisors, LLC | 1,873 | $355.8K | 0.18% | +22+1.2% | Added |
| Aprio Wealth Management, LLC | 1,867 | $354.6K | 0.04% | −2−0.1% | Reduced |
| EntryPoint Capital, LLC | 1,857 | $352.7K | 0.14% | +145+8.5% | Added |
| Forum Financial Management, LP | 1,854 | $352.1K | 0.00% | +303+19.5% | Added |
| Vise Technologies, Inc. | 1,851 | $351.6K | 0.01% | +39+2.2% | Added |
| Heartwood Wealth Advisors LLC | 1,844 | $350.2K | 0.03% | −2−0.1% | Reduced |
| MSH Capital Advisors LLC | 1,832 | $348.0K | 0.09% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 1,810 | $343.8K | 0.19% | −134−6.9% | Reduced |
| Tranquilli Financial Advisor LLC | 1,809 | $343.6K | 0.20% | −33−1.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,709 | $342.8K | 0.03% | +1,709 | New |
| Brown Brothers Harriman & Co | 1,802 | $342.3K | 0.00% | +646+55.9% | Added |
| Valeo Financial Advisors, LLC | 1,802 | $342.2K | 0.01% | +1,802 | New |
| Turtle Creek Wealth Advisors, LLC | 1,794 | $340.8K | 0.03% | +1,794 | New |
| Fullcircle Wealth LLC | 1,608 | $339.2K | 0.12% | +7+0.4% | Added |
| waypoint wealth counsel | 1,773 | $336.8K | 0.13% | +215+13.8% | Added |
| Fortitude Family Office, LLC | 1,772 | $336.6K | 0.09% | −2−0.1% | Reduced |
| Alps Advisors Inc | 1,764 | $335.1K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,757 | $333.7K | 0.02% | −281−13.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,756 | $333.5K | 0.06% | +251+16.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,746 | $331.6K | 0.02% | +39+2.3% | Added |
| Haven Private, LLC | 1,738 | $330.1K | 0.15% | +93+5.7% | Added |
| Requisite Capital Management, LLC | 1,734 | $329.4K | 0.06% | +1,734 | New |
| Voleon Capital Management LP | 1,730 | $328.6K | 0.01% | +372+27.4% | Added |
| Oppenheimer & Co Inc | 1,729 | $328.4K | 0.00% | +1,729 | New |
| Virtue Capital Management, LLC | 1,727 | $328.0K | 0.07% | −113−6.1% | Reduced |
| Foresight Global Investors, Inc. | 1,721 | $326.9K | 0.19% | +1,721 | New |