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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,371 | $309.0K | 0.01% | +1,371 | New |
| LGT Group Foundation | 1,357 | $309.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,366 | $307.9K | 0.01% | −270−16.5% | Reduced |
| Icon Wealth Advisors, LLC | 1,366 | $307.9K | 0.02% | +378+38.3% | Added |
| Smartleaf Asset Management LLC | 1,349 | $307.2K | 0.01% | −1−0.1% | Reduced |
| Waterloo Capital, L.P. | 1,331 | $300.0K | 0.02% | +244+22.4% | Added |
| Smithfield Trust Co | 1,335 | $300.0K | 0.01% | −34−2.5% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $297.8K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Services | 1,302 | $293.5K | 0.09% | −102−7.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,302 | $293.5K | 0.00% | +1,302 | New |
| Cordoba Advisory Partners LLC | 1,299 | $292.8K | 0.07% | +1,299 | New |
| Trust Point Inc. | 1,297 | $292.4K | 0.02% | −262−16.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,296 | $292.1K | 0.02% | −20−1.5% | Reduced |
| NBT Bank N A | 1,291 | $291.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,290 | $290.8K | 0.02% | −231−15.2% | Reduced |
| Inscription Capital, LLC | 1,274 | $287.2K | 0.03% | +2+0.2% | Added |
| Massmutual Trust Co FSB | 1,274 | $287.2K | 0.01% | +8+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,252 | $282.2K | 0.02% | +1,252 | New |
| CSS LLC | 1,250 | $281.8K | 0.02% | −1,440−53.5% | Reduced |
| Advisor OS, LLC | 1,245 | $280.6K | 0.02% | +173+16.1% | Added |
| Huntington National Bank | 1,243 | $280.2K | 0.00% | +274+28.3% | Added |
| Miracle Mile Advisors, LLC | 1,242 | $280.0K | 0.00% | +1,242 | New |
| Aspire Growth Partners LLC | 1,239 | $279.3K | 0.19% | +6+0.5% | Added |
| RWC Asset Management LLP | 1,236 | $278.6K | 0.01% | +107+9.5% | Added |
| Knightsbridge Asset Management, LLC | 1,235 | $278.4K | 0.04% | +1,235 | New |
| Ethos Financial Group, LLC | 1,234 | $278.2K | 0.02% | +1,234 | New |
| Drucker Wealth 3.0, LLC | 1,234 | $278.0K | 0.05% | −683−35.6% | Reduced |
| Coerente Capital Management | 1,228 | $276.8K | 0.05% | +1,228 | New |
| Angeles Wealth Management, LLC | 1,226 | $276.4K | 0.02% | +95+8.4% | Added |
| Riverstone Advisors, LLC | 1,225 | $276.1K | 0.13% | +1,225 | New |
| Nova R Wealth, Inc. | 1,223 | $275.7K | 0.10% | +12+1.0% | Added |
| Kaufman Rossin Wealth, LLC | 1,215 | $273.9K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,209 | $272.5K | 0.01% | −121−9.1% | Reduced |
| Optas, LLC | 1,208 | $272.3K | 0.04% | +1,208 | New |
| Independence Bank of Kentucky | 1,204 | $271.4K | 0.03% | +94+8.5% | Added |
| Hamilton Wealth, LLC | 1,182 | $266.4K | 0.05% | +14+1.2% | Added |
| Syon Capital LLC | 1,169 | $263.5K | 0.01% | +7+0.6% | Added |
| Howard Capital Management Inc. | 1,158 | $261.0K | 0.00% | +6+0.5% | Added |
| High Net Worth Advisory Group LLC | 1,150 | $259.2K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,138 | $256.5K | 0.01% | +10+0.9% | Added |
| Pitcairn Wealth Advisors LLC | 1,125 | $253.6K | 0.02% | +1,125 | New |
| Trueblood Wealth Management, LLC | 1,123 | $253.1K | 0.10% | 00.0% | Unchanged |
| Camden National Bank | 1,122 | $252.9K | 0.03% | +1,122 | New |
| Seelaus Asset Management LLC | 1,112 | $250.7K | 0.20% | +1,112 | New |
| Wick Capital Partners, LLC | 1,109 | $250.0K | 0.04% | +1,109 | New |
| New Republic Capital, LLC | 1,108 | $249.8K | 0.07% | +1,108 | 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 |
| EP Wealth Advisors, LLC | 1,098 | $247.5K | 0.00% | +1,098 | New |
| Woodmont Investment Counsel LLC | 1,096 | $247.0K | 0.02% | +1,096 | New |
| Resonant Capital Advisors, LLC | 1,094 | $246.6K | 0.01% | −13−1.2% | Reduced |
| One Wealth Advisors, LLC | 1,085 | $244.6K | 0.03% | +1,085 | New |
| DRW Securities, LLC | 1,087 | $244.3K | 0.02% | +1,087 | New |
| Modern Wealth Management, LLC | 1,083 | $244.1K | 0.00% | +1,083 | New |
| Cannon Advisors, Inc. | 1,000 | $241.3K | 0.17% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,068 | $240.7K | 0.04% | +1,068 | New |
| Cidel Asset Management Inc | 1,052 | $237.1K | 0.02% | +1,052 | New |
| Farmers National Bank | 1,049 | $236.5K | 0.05% | +1,049 | New |
| Platform Technology Partners | 1,048 | $236.2K | 0.05% | −272−20.6% | Reduced |
| S-Bank Fund Management Ltd | 1,047 | $236.0K | 0.03% | −278−21.0% | Reduced |
| Soltis Investment Advisors LLC | 1,035 | $233.2K | 0.02% | +1,035 | New |
| Wexford Capital LP | 1,032 | $232.6K | 0.06% | −241−18.9% | Reduced |
| 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 |
| BSW Wealth Partners | 1,019 | $229.7K | 0.03% | +1,019 | New |
| Meadow Creek Wealth Advisors LLC | 1,017 | $229.2K | 0.15% | −12−1.2% | Reduced |
| DGS Capital Management, LLC | 1,009 | $227.4K | 0.04% | +1,009 | New |
| Vestmark Advisory Solutions, Inc. | 1,002 | $225.9K | 0.00% | +1,002 | 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 |
| Lifeworks Advisors, LLC | 997 | $224.7K | 0.03% | +997 | New |
| Silver Oak Securities, Inc | 984 | $224.0K | 0.02% | +984 | New |
| Pandora Wealth, Inc. | 989 | $222.9K | 0.14% | 00.0% | Unchanged |
| Power Wealth Management LLC | 979 | $220.7K | 0.08% | +979 | New |
| Tocqueville Asset Management L.P. | 977 | $220.2K | 0.00% | +977 | New |
| Patton Fund Management, Inc. | 976 | $220.0K | 0.03% | +976 | New |
| Keebeck Alpha, LP | 975 | $219.8K | 0.58% | −646−39.9% | Reduced |
| Thrive Wealth Management, LLC | 968 | $218.2K | 0.03% | +968 | New |
| Fukoku Mutual Life Insurance Co | 966 | $217.7K | 0.01% | +966 | New |
| Diversified Enterprises, LLC | 965 | $217.5K | 0.01% | +965 | New |
| Wedbush Securities Inc | 964 | $217.0K | 0.01% | +964 | New |
| JMN Financial LLC | 962 | $216.8K | 0.22% | +962 | 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 |
| Cim Investment Mangement Inc | 955 | $215.3K | 0.06% | +955 | New |
| Change Path, LLC | 951 | $214.4K | 0.01% | −207−17.9% | Reduced |
| Baker Avenue Asset Management, LP | 944 | $212.8K | 0.00% | +944 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $211.9K | 0.05% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 940 | $211.9K | 0.02% | +940 | New |
| QTR Family Wealth, LLC | 1,161 | $211.8K | 0.09% | +74+6.8% | Added |
| Abel Hall, LLC | 937 | $211.2K | 0.05% | +937 | New |
| Millstone Evans Group, LLC | 933 | $210.3K | 0.12% | −88−8.6% | Reduced |
| Penserra Capital Management LLC | 933 | $209.0K | 0.00% | −41−4.2% | Reduced |
| Journey Strategic Wealth LLC | 927 | $209.0K | 0.01% | +927 | New |
| Shelton Capital Management | 925 | $208.5K | 0.00% | +925 | New |
| TCG Advisory Services, LLC | 922 | $207.8K | 0.01% | +922 | New |
| Accretive Wealth Partners, LLC | 921 | $207.6K | 0.06% | +921 | New |
| Citizens Business Bank | 919 | $207.2K | 0.03% | −508−35.6% | Reduced |