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 | 940 | $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 |
|---|---|---|---|---|---|
| Investors Research Corp | 2,136 | $481.5K | 0.09% | −50−2.3% | Reduced |
| Breakwater Capital Group | 2,130 | $480.1K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,125 | $479.0K | 0.00% | +177+9.1% | Added |
| Simplex Trading, LLC | 2,124 | $478.8K | 0.01% | −9,150−81.2% | Reduced |
| Hilltop Holdings Inc. | 2,121 | $478.1K | 0.03% | +23+1.1% | Added |
| IVC Wealth Advisors LLC | 2,120 | $477.9K | 0.21% | −30−1.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,984 | $477.2K | 0.05% | +275+16.1% | Added |
| Global Trust Asset Management, LLC | 2,117 | $477.2K | 0.19% | −490−18.8% | Reduced |
| Centaurus Financial, Inc. | 2,111 | $476.0K | 0.02% | −4,959−70.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,106 | $474.7K | 0.01% | +475+29.1% | Added |
| Pinnacle Associates Ltd | 2,101 | $473.6K | 0.01% | +2,101 | New |
| Havemeyer Place LP | 2,099 | $473.1K | 0.09% | +2,099 | New |
| Everpar Advisors LLC | 2,094 | $472.0K | 0.18% | +698+50.0% | Added |
| Aptus Capital Advisors, LLC | 2,089 | $470.9K | 0.00% | +194+10.2% | Added |
| Brown Brothers Harriman & Co | 2,074 | $467.5K | 0.00% | +272+15.1% | Added |
| Rathbone Brothers plc | 2,070 | $466.6K | 0.00% | −21−1.0% | Reduced |
| Investment Research Partners LLC | 2,066 | $465.7K | 0.20% | +86+4.3% | Added |
| Sage Mountain Advisors LLC | 2,065 | $465.5K | 0.02% | −12−0.6% | Reduced |
| Flputnam Investment Management Co | 2,063 | $465.0K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 2,049 | $461.9K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,048 | $461.6K | 0.01% | +2,048 | New |
| Prospera Financial Services Inc | 2,016 | $454.5K | 0.01% | −53−2.6% | Reduced |
| RBF Capital, LLC | 2,000 | $450.8K | 0.02% | +2,000 | New |
| Peterson Wealth Services | 1,997 | $450.1K | 0.12% | +1,658+489.1% | Added |
| Waddell & Associates, LLC | 1,996 | $449.9K | 0.03% | +636+46.8% | Added |
| Parcion Private Wealth LLC | 1,989 | $448.3K | 0.03% | +1,989 | New |
| waypoint wealth counsel | 1,988 | $448.1K | 0.16% | +215+12.1% | Added |
| Chesapeake Capital Corp | 1,933 | $435.7K | 0.36% | +1,933 | New |
| Haven Private, LLC | 1,931 | $435.3K | 0.19% | +193+11.1% | Added |
| Trust Asset Management LLC | 1,929 | $434.8K | 0.03% | −73−3.6% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $432.8K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,919 | $432.6K | 0.03% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,900 | $428.3K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,873 | $422.2K | 0.20% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,872 | $421.9K | 0.07% | +145+8.4% | Added |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,862 | $419.7K | 0.01% | +1,862 | New |
| MSH Capital Advisors LLC | 1,843 | $415.4K | 0.09% | +11+0.6% | Added |
| Heartwood Wealth Advisors LLC | 1,842 | $415.2K | 0.04% | −2−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,827 | $411.8K | 0.03% | +1,827 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,814 | $408.9K | 0.07% | +58+3.3% | Added |
| GTS Securities LLC | 1,809 | $407.8K | 0.01% | +1,809 | New |
| Access Investment Management LLC | 2,110 | $400.8K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,774 | $399.9K | 0.09% | +2+0.1% | Added |
| Whalen Wealth Management Inc. | 1,768 | $398.5K | 0.21% | +258+17.1% | Added |
| CX Institutional | 1,763 | $397.0K | 0.01% | +196+12.5% | Added |
| Frec Markets, Inc. | 1,749 | $394.2K | 0.12% | +1,749 | New |
| Aprio Wealth Management, LLC | 1,743 | $392.9K | 0.02% | −124−6.6% | Reduced |
| ProVise Management Group, LLC | 1,735 | $391.1K | 0.03% | −313−15.3% | Reduced |
| Savvy Advisors, Inc. | 1,735 | $391.1K | 0.01% | +1,735 | New |
| Foresight Global Investors, Inc. | 1,721 | $387.9K | 0.18% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,716 | $387.0K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,712 | $385.9K | 0.00% | +4+0.2% | Added |
| Phillips Wealth Planners LLC | 1,592 | $384.3K | 0.31% | +104+7.0% | Added |
| Cypress Wealth Services, LLC | 1,700 | $383.2K | 0.05% | −4−0.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,696 | $382.3K | 0.20% | −114−6.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,694 | $381.8K | 0.12% | +214+14.5% | Added |
| Northwest Wealth Management, LLC | 1,684 | $379.6K | 0.06% | +350+26.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,681 | $378.9K | 0.05% | +1,681 | New |
| Dynasty Wealth Management, LLC | 1,673 | $377.1K | 0.00% | +1,673 | New |
| Tannin Capital LLC | 1,671 | $376.7K | 0.34% | +1,671 | New |
| First Growth Capital LLC | 2,105 | $373.0K | 0.33% | +2,105 | New |
| Sym Financial Corp | 1,652 | $372.4K | 0.04% | +143+9.5% | Added |
| Meridian Wealth Management, LLC | 1,626 | $366.5K | 0.01% | −503−23.6% | Reduced |
| Nomura Holdings Inc | 1,621 | $365.4K | 0.00% | −4,080−71.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,933 | $364.2K | 0.03% | +1,933 | New |
| Cigna Investments Inc | 1,609 | $363.0K | 0.05% | −79−4.7% | Reduced |
| Impact Partnership Wealth, LLC | 1,599 | $360.5K | 0.05% | +1,599 | New |
| Groupe la Francaise | 1,600 | $360.5K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,595 | $359.5K | 0.21% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,589 | $358.2K | 0.01% | +1,589 | New |
| United Community Bank | 1,585 | $357.3K | 0.14% | −3,041−65.7% | Reduced |
| Foundations Investment Advisors, LLC | 1,580 | $356.2K | 0.00% | −510−24.4% | Reduced |
| Capital Performance Advisors LLP | 1,572 | $354.3K | 0.03% | +251+19.0% | Added |
| Gladstone Institutional Advisory LLC | 1,566 | $353.0K | 0.01% | +7+0.4% | Added |
| BCS Private Wealth Management, Inc. | 1,562 | $352.1K | 0.12% | +1,562 | New |
| Ameritas Investment Partners, Inc. | 1,551 | $349.6K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,550 | $349.4K | 0.03% | +1,550 | New |
| Old National Bancorp | 1,546 | $348.5K | 0.01% | +16+1.0% | Added |
| Revisor Wealth Management LLC | 1,486 | $345.1K | 0.09% | +1,486 | New |
| Kera Capital Partners, Inc. | 1,484 | $341.5K | 0.04% | +17+1.2% | Added |
| Zacks Investment Management | 1,510 | $340.3K | 0.00% | −140−8.5% | Reduced |
| Salem Investment Counselors Inc | 1,509 | $340.1K | 0.01% | +1,005+199.4% | Added |
| National Asset Management, Inc. | 1,507 | $339.7K | 0.02% | −182−10.8% | Reduced |
| Premier Path Wealth Partners, LLC | 1,501 | $338.3K | 0.04% | +1,501 | New |
| Valeo Financial Advisors, LLC | 1,496 | $337.1K | 0.01% | −306−17.0% | Reduced |
| Wealthspire Advisors, LLC | 1,493 | $336.5K | 0.00% | +1,012+210.4% | Added |
| Equitable Holdings, Inc. | 1,484 | $334.5K | 0.00% | +103+7.5% | Added |
| Aristeia Capital LLC | 1,463 | $329.8K | 0.01% | −420−22.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,459 | $328.9K | 0.02% | −287−16.4% | Reduced |
| AlphaCore Capital LLC | 1,446 | $325.9K | 0.01% | +1,446 | New |
| Fifth Third Wealth Advisors LLC | 1,426 | $321.4K | 0.01% | −47−3.2% | Reduced |
| First Long Island Investors, LLC | 1,422 | $320.5K | 0.02% | +1,422 | New |
| Florida Financial Advisors, LLC | 1,413 | $318.5K | 0.09% | −72−4.8% | Reduced |
| Central Trust Co | 1,406 | $316.9K | 0.01% | +10+0.7% | Added |
| Globeflex Capital L P | 1,405 | $316.7K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,403 | $316.2K | 0.01% | −42−2.9% | Reduced |
| Atomi Financial Group, Inc. | 1,384 | $312.0K | 0.01% | +1,384 | New |
| Center for Financial Planning, Inc. | 1,374 | $309.7K | 0.03% | −246−15.2% | Reduced |