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, Q4 2025
Institutional positions in IQVIA Holdings Inc. as of Dec 31, 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
- 1,145
- +158 vs. Q3 2025
- Shares held
- 161.0M
- +3.73M (+2.4%) vs. Q3 2025
- Total value
- $36.3B
- +$6.44B (+21.6%) vs. Q3 2025
- New holders
- 230
- 407 more added
- Sold out
- 72
- 366 more reduced
21 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 432 | $97.4K | 0.01% | +43+11.1% | Added |
| Private Trust Co NA | 433 | $97.6K | 0.01% | −100−18.8% | Reduced |
| St Germain D J Co Inc | 451 | $101.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 917 | $101.9K | 0.00% | +729+387.8% | Added |
| Abound Financial, LLC | 457 | $103.0K | 0.04% | +457 | New |
| BOK Financial Private Wealth, Inc. | 462 | $104.1K | 0.01% | −415−47.3% | Reduced |
| Zions Bancorporation, National Association | 463 | $104.4K | 0.00% | +94+25.5% | Added |
| Wealth Preservation Advisors, LLC | 466 | $105.0K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 470 | $105.9K | 0.00% | +470 | New |
| Quent Capital, LLC | 475 | $107.1K | 0.01% | +20+4.4% | Added |
| Hantz Financial Services, Inc. | 485 | $109.0K | 0.00% | +245+102.1% | Added |
| Transamerica Financial Advisors, Inc. | 495 | $111.6K | 0.01% | +71+16.7% | Added |
| Wealth Watch Advisors, INC | 495 | $111.6K | 0.04% | +103+26.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 501 | $112.9K | 0.01% | +501 | New |
| LRI Investments, LLC | 23,811 | $117.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 523 | $117.9K | 0.07% | +25+5.0% | Added |
| Ronald Blue Trust, Inc. | 537 | $121.0K | 0.00% | +105+24.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 560 | $126.5K | 0.00% | +4+0.7% | Added |
| Cromwell Holdings LLC | 576 | $129.8K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 583 | $131.4K | 0.00% | +62+11.9% | Added |
| Bay Harbor Wealth Management, LLC | 600 | $135.2K | 0.04% | −52−8.0% | Reduced |
| Wolff Wiese Magana LLC | 605 | $136.4K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $142.7K | 0.01% | −300−32.2% | Reduced |
| Harbour Investments, Inc. | 652 | $147.0K | 0.00% | +505+343.5% | Added |
| CVA Family Office, LLC | 659 | $148.5K | 0.02% | +5+0.8% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 709 | $159.8K | 2.31% | +709 | New |
| Dara Capital US, Inc. | 736 | $165.9K | 0.15% | +736 | New |
| True Wealth Design, LLC | 747 | $168.4K | 0.05% | +94+14.4% | Added |
| Castlefield Investment Partners LLP | 752 | $169.5K | 0.13% | +752 | New |
| AlphaCentric Advisors LLC | 777 | $175.1K | 0.17% | +777 | New |
| Oakworth Capital, Inc. | 824 | $185.7K | 0.01% | +107+14.9% | Added |
| Spire Wealth Management | 830 | $187.0K | 0.01% | +89+12.0% | Added |
| Umb Bank N A | 838 | $188.9K | 0.00% | +89+11.9% | Added |
| Western Pacific Wealth Management, LP | 845 | $190.5K | 0.18% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 848 | $191.1K | 0.00% | +848 | New |
| MidFirst Bank | 892 | $201.1K | 0.02% | +892 | New |
| Secure Asset Management, LLC | 896 | $202.0K | 0.03% | +896 | New |
| Versant Capital Management, Inc | 899 | $202.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 900 | $202.9K | 0.02% | 00.0% | Unchanged |
| Gabelli Funds LLC | 900 | $202.9K | 0.00% | +900 | New |
| Conning Inc. | 906 | $204.2K | 0.01% | +906 | New |
| Prime Capital Investment Advisors, LLC | 906 | $204.3K | 0.00% | +906 | New |
| Bollard Group LLC | 911 | $205.0K | 0.01% | +911 | New |
| Rothschild Investment LLC | 910 | $205.1K | 0.01% | +470+106.8% | Added |
| Frank, Rimerman Advisors LLC | 912 | $205.6K | 0.01% | +912 | New |
| Citizens Business Bank | 919 | $207.2K | 0.03% | −508−35.6% | Reduced |
| Accretive Wealth Partners, LLC | 921 | $207.6K | 0.06% | +921 | New |
| TCG Advisory Services, LLC | 922 | $207.8K | 0.01% | +922 | New |
| Shelton Capital Management | 925 | $208.5K | 0.00% | +925 | New |
| Journey Strategic Wealth LLC | 927 | $209.0K | 0.01% | +927 | New |
| Penserra Capital Management LLC | 933 | $209.0K | 0.00% | −41−4.2% | Reduced |
| Millstone Evans Group, LLC | 933 | $210.3K | 0.12% | −88−8.6% | Reduced |
| Abel Hall, LLC | 937 | $211.2K | 0.05% | +937 | New |
| QTR Family Wealth, LLC | 1,161 | $211.8K | 0.09% | +74+6.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $211.9K | 0.05% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 940 | $211.9K | 0.02% | +940 | New |
| Baker Avenue Asset Management, LP | 944 | $212.8K | 0.00% | +944 | New |
| Change Path, LLC | 951 | $214.4K | 0.01% | −207−17.9% | Reduced |
| Cim Investment Mangement Inc | 955 | $215.3K | 0.06% | +955 | New |
| First Horizon Corp | 959 | $216.2K | 0.01% | −2,481−72.1% | Reduced |
| Koshinski Asset Management, Inc. | 959 | $216.2K | 0.01% | +959 | New |
| Childress Capital Advisors, LLC | 959 | $216.2K | 0.03% | +959 | New |
| JMN Financial LLC | 962 | $216.8K | 0.22% | +962 | New |
| Wedbush Securities Inc | 964 | $217.0K | 0.01% | +964 | New |
| Diversified Enterprises, LLC | 965 | $217.5K | 0.01% | +965 | New |
| Fukoku Mutual Life Insurance Co | 966 | $217.7K | 0.01% | +966 | New |
| Thrive Wealth Management, LLC | 968 | $218.2K | 0.03% | +968 | New |
| Keebeck Alpha, LP | 975 | $219.8K | 0.58% | −646−39.9% | Reduced |
| Patton Fund Management, Inc. | 976 | $220.0K | 0.03% | +976 | New |
| Tocqueville Asset Management L.P. | 977 | $220.2K | 0.00% | +977 | New |
| Power Wealth Management LLC | 979 | $220.7K | 0.08% | +979 | New |
| Pandora Wealth, Inc. | 989 | $222.9K | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 984 | $224.0K | 0.02% | +984 | New |
| Lifeworks Advisors, LLC | 997 | $224.7K | 0.03% | +997 | New |
| Bryn Mawr Trust Co | 1,000 | $225.4K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,000 | $225.4K | 0.05% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,000 | $225.4K | 0.04% | +1,000 | New |
| Vestmark Advisory Solutions, Inc. | 1,002 | $225.9K | 0.00% | +1,002 | New |
| DGS Capital Management, LLC | 1,009 | $227.4K | 0.04% | +1,009 | New |
| Meadow Creek Wealth Advisors LLC | 1,017 | $229.2K | 0.15% | −12−1.2% | Reduced |
| BSW Wealth Partners | 1,019 | $229.7K | 0.03% | +1,019 | New |
| Mount Yale Investment Advisors, LLC | 1,030 | $232.2K | 0.01% | +1,030 | New |
| Cyndeo Wealth Partners, LLC | 1,030 | $232.2K | 0.01% | +1,030 | New |
| Wexford Capital LP | 1,032 | $232.6K | 0.06% | −241−18.9% | Reduced |
| Soltis Investment Advisors LLC | 1,035 | $233.2K | 0.02% | +1,035 | New |
| S-Bank Fund Management Ltd | 1,047 | $236.0K | 0.03% | −278−21.0% | Reduced |
| Platform Technology Partners | 1,048 | $236.2K | 0.05% | −272−20.6% | Reduced |
| Farmers National Bank | 1,049 | $236.5K | 0.05% | +1,049 | New |
| Cidel Asset Management Inc | 1,052 | $237.1K | 0.02% | +1,052 | New |
| Acorn Financial Advisory Services Inc | 1,068 | $240.7K | 0.04% | +1,068 | New |
| Cannon Advisors, Inc. | 1,000 | $241.3K | 0.17% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,083 | $244.1K | 0.00% | +1,083 | New |
| DRW Securities, LLC | 1,087 | $244.3K | 0.02% | +1,087 | New |
| One Wealth Advisors, LLC | 1,085 | $244.6K | 0.03% | +1,085 | New |
| Resonant Capital Advisors, LLC | 1,094 | $246.6K | 0.01% | −13−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 1,096 | $247.0K | 0.02% | +1,096 | New |
| EP Wealth Advisors, LLC | 1,098 | $247.5K | 0.00% | +1,098 | New |
| Financial Insights, Inc. | 1,107 | $249.5K | 0.08% | −502−31.2% | Reduced |
| Accredited Investors Inc. | 1,107 | $249.5K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,108 | $249.8K | 0.07% | +1,108 | New |