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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 1,774 | $399.9K | 0.09% | +2+0.1% | Added |
| Access Investment Management LLC | 2,110 | $400.8K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 1,809 | $407.8K | 0.01% | +1,809 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,814 | $408.9K | 0.07% | +58+3.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,827 | $411.8K | 0.03% | +1,827 | New |
| Heartwood Wealth Advisors LLC | 1,842 | $415.2K | 0.04% | −2−0.1% | Reduced |
| MSH Capital Advisors LLC | 1,843 | $415.4K | 0.09% | +11+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,862 | $419.7K | 0.01% | +1,862 | New |
| Alps Advisors Inc | 1,863 | $419.9K | 0.00% | +99+5.6% | Added |
| L2 Asset Management, LLC | 1,863 | $419.9K | 0.06% | +1,863 | New |
| Virtue Capital Management, LLC | 1,872 | $421.9K | 0.07% | +145+8.4% | Added |
| Alliance Wealth Advisors, LLC | 1,873 | $422.2K | 0.20% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,900 | $428.3K | 0.06% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,919 | $432.6K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,920 | $432.8K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,929 | $434.8K | 0.03% | −73−3.6% | Reduced |
| Haven Private, LLC | 1,931 | $435.3K | 0.19% | +193+11.1% | Added |
| Chesapeake Capital Corp | 1,933 | $435.7K | 0.36% | +1,933 | New |
| waypoint wealth counsel | 1,988 | $448.1K | 0.16% | +215+12.1% | Added |
| Parcion Private Wealth LLC | 1,989 | $448.3K | 0.03% | +1,989 | New |
| Waddell & Associates, LLC | 1,996 | $449.9K | 0.03% | +636+46.8% | Added |
| Peterson Wealth Services | 1,997 | $450.1K | 0.12% | +1,658+489.1% | Added |
| RBF Capital, LLC | 2,000 | $450.8K | 0.02% | +2,000 | New |
| Prospera Financial Services Inc | 2,016 | $454.5K | 0.01% | −53−2.6% | Reduced |
| NewEdge Wealth, LLC | 2,048 | $461.6K | 0.01% | +2,048 | New |
| Busey Wealth Management | 2,049 | $461.9K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,063 | $465.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,065 | $465.5K | 0.02% | −12−0.6% | Reduced |
| Investment Research Partners LLC | 2,066 | $465.7K | 0.20% | +86+4.3% | Added |
| Rathbone Brothers plc | 2,070 | $466.6K | 0.00% | −21−1.0% | Reduced |
| Brown Brothers Harriman & Co | 2,074 | $467.5K | 0.00% | +272+15.1% | Added |
| Aptus Capital Advisors, LLC | 2,089 | $470.9K | 0.00% | +194+10.2% | Added |
| Everpar Advisors LLC | 2,094 | $472.0K | 0.18% | +698+50.0% | Added |
| Havemeyer Place LP | 2,099 | $473.1K | 0.09% | +2,099 | New |
| Pinnacle Associates Ltd | 2,101 | $473.6K | 0.01% | +2,101 | New |
| Great Valley Advisor Group, Inc. | 2,106 | $474.7K | 0.01% | +475+29.1% | Added |
| Centaurus Financial, Inc. | 2,111 | $476.0K | 0.02% | −4,959−70.1% | Reduced |
| Global Trust Asset Management, LLC | 2,117 | $477.2K | 0.19% | −490−18.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,984 | $477.2K | 0.05% | +275+16.1% | Added |
| IVC Wealth Advisors LLC | 2,120 | $477.9K | 0.21% | −30−1.4% | Reduced |
| Hilltop Holdings Inc. | 2,121 | $478.1K | 0.03% | +23+1.1% | Added |
| Simplex Trading, LLC | 2,124 | $478.8K | 0.01% | −9,150−81.2% | Reduced |
| Bessemer Group Inc | 2,125 | $479.0K | 0.00% | +177+9.1% | Added |
| Breakwater Capital Group | 2,130 | $480.1K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 2,136 | $481.5K | 0.09% | −50−2.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,139 | $482.2K | 0.16% | −176−7.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,143 | $483.1K | 0.04% | +174+8.8% | Added |
| Forum Financial Management, LP | 2,143 | $483.1K | 0.01% | +289+15.6% | Added |
| Vise Technologies, Inc. | 2,145 | $483.5K | 0.01% | +294+15.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,153 | $485.3K | 0.01% | +2,153 | New |
| Ninepoint Partners LP | 2,155 | $485.8K | 0.06% | +2,155 | New |
| Caerus Investment Advisors, LLC | 2,156 | $486.0K | 0.16% | +952+79.1% | Added |
| Armstrong, Fleming & Moore, Inc | 2,177 | $490.7K | 0.23% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 2,200 | $495.9K | 0.04% | −1,300−37.1% | Reduced |
| Rehmann Capital Advisory Group | 2,196 | $496.8K | 0.03% | +540+32.6% | Added |
| Apollon Wealth Management, LLC | 2,221 | $500.6K | 0.01% | −5−0.2% | Reduced |
| Kuhn & Co Investment Counsel | 2,225 | $501.5K | 0.33% | +50+2.3% | Added |
| Evoke Wealth, LLC | 2,234 | $503.6K | 0.01% | +193+9.5% | Added |
| Archford Capital Strategies, LLC | 2,240 | $504.9K | 0.06% | −142−6.0% | Reduced |
| Davenport & Co LLC | 2,243 | $505.6K | 0.00% | −22−1.0% | Reduced |
| Everence Capital Management Inc | 2,245 | $506.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 2,249 | $506.9K | 0.00% | −7−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 2,246 | $507.0K | 0.01% | +2,246 | New |
| Fox Run Management, L.L.C. | 2,278 | $513.5K | 0.08% | +2,278 | New |
| Independent Advisor Alliance | 2,284 | $514.8K | 0.01% | +410+21.9% | Added |
| Tranquilli Financial Advisor LLC | 2,293 | $516.9K | 0.30% | +484+26.8% | Added |
| Allworth Financial LP | 2,320 | $522.9K | 0.00% | +683+41.7% | Added |
| Essential Partners LLC | 2,336 | $526.6K | 0.16% | +306+15.1% | Added |
| Mutual Advisors, LLC | 2,399 | $540.8K | 0.01% | −60−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,400 | $541.0K | 0.01% | −24−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 2,390 | $544.2K | 0.03% | −65−2.6% | Reduced |
| Regatta Capital Group, LLC | 2,424 | $546.3K | 0.08% | +158+7.0% | Added |
| Jasper Ridge Partners, L.P. | 2,463 | $555.2K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,463 | $555.2K | 0.04% | +669+37.3% | Added |
| Quest Partners LLC | 2,492 | $561.7K | 0.03% | +1,830+276.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 2,500 | $563.5K | 0.12% | −14,100−84.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,507 | $565.1K | 0.11% | +170+7.3% | Added |
| Ballentine Partners, LLC | 2,521 | $568.3K | 0.01% | −22−0.9% | Reduced |
| Baldwin Investment Management, LLC | 2,558 | $576.6K | 0.07% | −200−7.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,580 | $581.6K | 0.02% | −15−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,578 | $582.0K | 0.00% | −1,696−39.7% | Reduced |
| First American Trust, FSB | 2,598 | $585.5K | 0.04% | −146−5.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,600 | $586.1K | 0.14% | +2,600 | New |
| Clear Trail Advisors, LLC | 2,610 | $588.3K | 0.14% | +2,610 | New |
| Sentinus, LLC | 2,613 | $589.0K | 0.06% | +1,492+133.1% | Added |
| Cresset Asset Management, LLC | 2,641 | $595.2K | 0.00% | +1,055+66.5% | Added |
| TCW Group Inc | 2,651 | $597.6K | 0.00% | +2,651 | New |
| Oregon Pacific Wealth Management, LLC | 2,657 | $598.9K | 0.62% | −411−13.4% | Reduced |
| Anchyra Partners LLC | 2,658 | $599.1K | 0.18% | +2,658 | New |
| Leonteq Securities AG | 2,660 | $599.6K | 0.03% | +2,136+407.6% | Added |
| Northwest & Ethical Investments L.P. | 2,635 | $600.0K | 0.01% | −65−2.4% | Reduced |
| EFG International AG | 2,669 | $601.6K | 0.01% | +2,669 | New |
| Burns Matteson Capital Management, LLC | 2,675 | $603.0K | 0.24% | −185−6.5% | Reduced |
| Arkadios Wealth Advisors | 2,693 | $606.9K | 0.01% | +424+18.7% | Added |
| NBC Securities, Inc. | 2,708 | $610.4K | 0.05% | −145−5.1% | Reduced |
| Tema ETFs LLC | 2,715 | $612.0K | 0.05% | −8−0.3% | Reduced |
| Vega Investment Solutions | 2,738 | $617.2K | 0.10% | +2,738 | New |
| Plan A Wealth LLC | 2,757 | $621.5K | 0.30% | +32+1.2% | Added |
| Profund Advisors LLC | 2,771 | $624.6K | 0.02% | +575+26.2% | Added |
| Skopos Labs, Inc. | 2,759 | $626.4K | 0.03% | +1,365+97.9% | Added |