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, Q1 2026
Institutional positions in IQVIA Holdings Inc. as of Mar 31, 2026. 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
- 1,072
- −58 vs. Q4 2025
- Shares held
- 156.8M
- +19.3M (+14.1%) vs. Q4 2025
- Total value
- $26.9B
- −$4.12B (−13.3%) vs. Q4 2025
- New holders
- 121
- 417 more added
- Sold out
- 179
- 402 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 442 | $75.4K | 0.00% | −95−17.7% | Reduced |
| St Germain D J Co Inc | 451 | $76.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 453 | $77.3K | 0.06% | −13−2.8% | Reduced |
| Abound Financial, LLC | 457 | $77.9K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 462 | $78.8K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 466 | $79.5K | 0.07% | +466 | New |
| Onefund, LLC | 467 | $80.5K | 0.05% | −56−10.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 474 | $80.8K | 0.01% | −21−4.2% | Reduced |
| Parkside Financial Bank & Trust | 474 | $80.8K | 0.01% | +42+9.7% | Added |
| JFS Wealth Advisors, LLC | 651 | $81.5K | 0.00% | −134−17.1% | Reduced |
| Larson Financial Group LLC | 522 | $89.0K | 0.00% | +263+101.5% | Added |
| Cromwell Holdings LLC | 576 | $98.2K | 0.06% | 00.0% | Unchanged |
| Wellington Grp LLC | 597 | $101.8K | 0.03% | +597 | New |
| Wolff Wiese Magana LLC | 605 | $103.2K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 626 | $106.8K | 0.03% | −121−16.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $107.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 935 | $118.3K | 0.00% | +18+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 694 | $118.4K | 0.01% | +193+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 710 | $121.1K | 0.03% | +110+18.3% | Added |
| Oakworth Capital, Inc. | 717 | $122.3K | 0.01% | −107−13.0% | Reduced |
| Bellevue Group AG | 740 | $126.2K | 0.00% | −40,527−98.2% | Reduced |
| CVA Family Office, LLC | 747 | $127.4K | 0.01% | +88+13.4% | Added |
| Spire Wealth Management | 766 | $130.6K | 0.00% | −64−7.7% | Reduced |
| Dara Capital US, Inc. | 785 | $133.9K | 0.13% | +49+6.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $138.1K | 0.05% | −130−13.8% | Reduced |
| Axiom Investment Management LLC | 812 | $138.5K | 0.11% | +812 | New |
| Harbour Investments, Inc. | 819 | $139.7K | 0.00% | +167+25.6% | Added |
| AlphaCentric Advisors LLC | 822 | $140.2K | 0.14% | +45+5.8% | Added |
| Ancora Advisors, LLC | 825 | $140.7K | 0.00% | +242+41.5% | Added |
| Mather Group, LLC. | 829 | $141.4K | 0.00% | +829 | New |
| Cary Street Partners Financial LLC | 859 | $146.5K | 0.00% | +11+1.3% | Added |
| Byrne Asset Management LLC | 891 | $152.0K | 0.09% | −5,044−85.0% | Reduced |
| MidFirst Bank | 896 | $152.8K | 0.01% | +4+0.4% | Added |
| Anchor Investment Management, LLC | 900 | $153.5K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 911 | $155.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 933 | $159.1K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 963 | $163.0K | 0.00% | +30+3.2% | Added |
| Wall Street Access Asset Management, LLC | 1,000 | $170.5K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 24,262 | $171.8K | 0.02% | +451+1.9% | Added |
| Heritage Wealth Advisors | 1,009 | $172.1K | 0.01% | −9,430−90.3% | Reduced |
| S-Bank Fund Management Ltd | 1,009 | $172.1K | 0.03% | −38−3.6% | Reduced |
| Westpac Banking Corp | 1,031 | $175.8K | 0.01% | −259−20.1% | Reduced |
| Trust Point Inc. | 1,176 | $200.6K | 0.02% | −121−9.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,177 | $200.8K | 0.00% | −65−5.2% | Reduced |
| Wedbush Securities Inc | 1,180 | $201.0K | 0.01% | +216+22.4% | Added |
| One Wealth Advisors, LLC | 1,180 | $201.2K | 0.03% | +95+8.8% | Added |
| Gateway Investment Advisers LLC | 1,189 | $202.8K | 0.00% | −34,978−96.7% | Reduced |
| Massmutual Trust Co FSB | 1,195 | $203.8K | 0.01% | −79−6.2% | Reduced |
| Erste Asset Management GmbH | 1,228 | $204.0K | 0.00% | −64,514−98.1% | Reduced |
| Salem Investment Counselors Inc | 1,209 | $206.2K | 0.01% | −300−19.9% | Reduced |
| Aspire Growth Partners LLC | 1,211 | $206.5K | 0.14% | −28−2.3% | Reduced |
| Premier Path Wealth Partners, LLC | 1,220 | $208.0K | 0.03% | −281−18.7% | Reduced |
| Independence Bank of Kentucky | 1,225 | $208.9K | 0.03% | +21+1.7% | Added |
| Bridgefront Capital, LLC | 1,225 | $208.9K | 0.05% | +1,225 | New |
| ISAM Funds (UK) Ltd | 1,228 | $209.4K | 0.10% | −2,493−67.0% | Reduced |
| Coerente Capital Management | 1,228 | $209.4K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,230 | $209.8K | 0.01% | +21+1.7% | Added |
| Ethos Financial Group, LLC | 1,234 | $210.4K | 0.02% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,235 | $210.7K | 0.04% | +1+0.1% | Added |
| Apella Capital, LLC | 1,196 | $211.0K | 0.00% | +58+5.1% | Added |
| Meriwether Wealth & Planning, LLC | 1,239 | $211.3K | 0.12% | +1,239 | New |
| TRB Wealth Management, LLC | 1,241 | $211.6K | 0.03% | +1,241 | New |
| Camden National Bank | 1,244 | $212.2K | 0.03% | +122+10.9% | Added |
| Huntington National Bank | 1,250 | $213.2K | 0.00% | +7+0.6% | Added |
| RWC Asset Management LLP | 1,266 | $215.9K | 0.01% | +30+2.4% | Added |
| Nova R Wealth, Inc. | 1,278 | $217.9K | 0.07% | +55+4.5% | Added |
| Impact Partnership Wealth, LLC | 1,295 | $220.9K | 0.03% | −304−19.0% | Reduced |
| FDx Advisors, Inc. | 1,293 | $221.0K | 0.07% | +1,293 | New |
| First Citizens Bank & Trust Co | 1,296 | $221.0K | 0.00% | −107−7.6% | Reduced |
| NBT Bank N A | 1,296 | $221.0K | 0.01% | +5+0.4% | Added |
| Arq Wealth Advisors, LLC | 1,311 | $223.6K | 0.04% | +1,311 | New |
| Angeles Wealth Management, LLC | 1,313 | $223.9K | 0.01% | +87+7.1% | Added |
| Klingenstein Fields & Co LP | 1,321 | $225.3K | 0.01% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,324 | $225.8K | 0.03% | −360−21.4% | Reduced |
| Florida Financial Advisors, LLC | 1,333 | $227.3K | 0.05% | −80−5.7% | Reduced |
| Cidel Asset Management Inc | 1,345 | $229.4K | 0.01% | +293+27.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,346 | $229.5K | 0.07% | −348−20.5% | Reduced |
| LGT Group Foundation | 1,359 | $231.8K | 0.00% | +2+0.1% | Added |
| Peapack Gladstone Financial Corp | 1,369 | $233.0K | 0.00% | −877−39.0% | Reduced |
| Center for Financial Planning, Inc. | 1,374 | $234.3K | 0.02% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,374 | $234.3K | 0.12% | +149+12.2% | Added |
| Sym Financial Corp | 1,377 | $234.8K | 0.02% | −275−16.6% | Reduced |
| AlphaCore Capital LLC | 1,380 | $235.3K | 0.01% | −66−4.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,393 | $237.6K | 0.02% | −66−4.5% | Reduced |
| Platform Technology Partners | 1,400 | $238.8K | 0.05% | +352+33.6% | Added |
| Central Trust Co | 1,400 | $238.8K | 0.00% | −6−0.4% | Reduced |
| Globeflex Capital L P | 1,405 | $239.6K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,413 | $241.0K | 0.01% | +78+5.8% | Added |
| Atomi Financial Group, Inc. | 1,418 | $241.8K | 0.01% | +34+2.5% | Added |
| Castlefield Investment Partners LLP | 1,418 | $241.8K | 0.18% | +666+88.6% | Added |
| First Long Island Investors, LLC | 1,422 | $242.5K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,431 | $244.0K | 0.00% | +593+70.8% | Added |
| Allworth Financial LP | 1,438 | $245.2K | 0.00% | −882−38.0% | Reduced |
| EP Wealth Advisors, LLC | 1,441 | $245.7K | 0.00% | +343+31.2% | Added |
| Twinbeech Capital LP | 1,450 | $247.3K | 0.03% | +1,450 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,451 | $247.5K | 0.00% | +891+159.1% | Added |
| Baker Avenue Asset Management, LP | 1,453 | $247.8K | 0.01% | +509+53.9% | Added |
| Phillips Wealth Planners LLC | 1,430 | $248.2K | 0.19% | −162−10.2% | Reduced |
| Savant Capital, LLC | 1,458 | $248.6K | 0.00% | +1,458 | New |
| National Asset Management, Inc. | 1,496 | $248.6K | 0.02% | −11−0.7% | Reduced |