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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,464 | $249.7K | 0.01% | +93+6.8% | Added |
| Essential Partners LLC | 1,470 | $250.7K | 0.08% | −866−37.1% | Reduced |
| Twin Tree Management, LP | 1,472 | $251.0K | 0.05% | +1,472 | New |
| Sagewood Asset Management LP | 1,481 | $252.6K | 0.08% | +1,481 | New |
| Keystone Financial Services | 1,485 | $253.3K | 0.07% | +183+14.1% | Added |
| Pitcairn Wealth Advisors LLC | 1,125 | $253.6K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,489 | $253.9K | 0.01% | +1,489 | New |
| Sentinus, LLC | 1,515 | $258.4K | 0.02% | −1,098−42.0% | Reduced |
| Zacks Investment Management | 1,518 | $258.9K | 0.00% | +8+0.5% | Added |
| Revisor Wealth Management LLC | 1,524 | $259.9K | 0.07% | +38+2.6% | Added |
| Gateway Wealth Partners, LLC | 1,547 | $263.8K | 0.01% | +1,547 | New |
| Aprio Wealth Management, LLC | 1,551 | $264.5K | 0.01% | −192−11.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,551 | $264.5K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,556 | $265.4K | 0.02% | +6+0.4% | Added |
| Optas, LLC | 1,558 | $265.7K | 0.04% | +350+29.0% | Added |
| Old National Bancorp | 1,564 | $266.7K | 0.00% | +18+1.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,569 | $267.6K | 0.02% | −894−36.3% | Reduced |
| Great Lakes Advisors, LLC | 1,571 | $267.9K | 0.00% | −141−8.2% | Reduced |
| United Community Bank | 1,580 | $269.5K | 0.09% | −5−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 1,583 | $270.0K | 0.00% | +3+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,588 | $270.8K | 0.01% | +162+11.4% | Added |
| Allianz SE | 1,590 | $271.2K | 0.00% | −1,520−48.9% | Reduced |
| KRS Capital Management, LLC | 1,595 | $272.0K | 0.17% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,600 | $272.9K | 0.28% | +1,600 | New |
| China Universal Asset Management Co., Ltd. | 1,600 | $272.9K | 0.02% | +1,600 | New |
| Cigna Investments Inc | 1,609 | $274.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,615 | $275.4K | 0.02% | +319+24.6% | Added |
| Meridian Wealth Management, LLC | 1,627 | $277.5K | 0.01% | +1+0.1% | Added |
| TCG Advisory Services, LLC | 1,639 | $279.5K | 0.01% | +717+77.8% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,671 | $285.0K | 0.02% | +1,671 | New |
| Tannin Capital LLC | 1,671 | $285.0K | 0.21% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,722 | $286.1K | 0.01% | +373+27.7% | Added |
| Gladstone Institutional Advisory LLC | 1,682 | $286.8K | 0.01% | +116+7.4% | Added |
| Ostrum Asset Management | 1,707 | $291.1K | 0.02% | −4,134−70.8% | Reduced |
| waypoint wealth counsel | 1,710 | $291.6K | 0.15% | −278−14.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,713 | $292.1K | 0.30% | +868+102.7% | Added |
| Employees Retirement System of Texas | 1,716 | $293.0K | 0.00% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 1,721 | $293.5K | 0.08% | +422+32.5% | Added |
| Virtue Capital Management, LLC | 1,782 | $296.1K | 0.05% | −90−4.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,756 | $299.5K | 0.00% | +454+34.9% | Added |
| Cypress Wealth Services, LLC | 1,763 | $300.7K | 0.04% | +63+3.7% | Added |
| Centaurus Financial, Inc. | 1,779 | $303.0K | 0.01% | −332−15.7% | Reduced |
| CX Institutional | 1,780 | $304.0K | 0.01% | +17+1.0% | Added |
| Versant Capital Management, Inc | 1,794 | $305.9K | 0.03% | +895+99.6% | Added |
| Alliance Wealth Advisors, LLC | 1,798 | $306.6K | 0.14% | −75−4.0% | Reduced |
| Bull Harbor Capital LLC | 1,821 | $310.6K | 0.08% | +1,821 | New |
| MSH Capital Advisors LLC | 1,831 | $312.3K | 0.07% | −12−0.7% | Reduced |
| Heartwood Wealth Advisors LLC | 1,837 | $313.3K | 0.03% | −5−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,822 | $315.6K | 0.01% | −2,214−54.9% | Reduced |
| Foresight Global Investors, Inc. | 1,851 | $315.7K | 0.20% | +130+7.6% | Added |
| Alps Advisors Inc | 1,863 | $317.7K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,884 | $321.3K | 0.03% | −259−12.1% | Reduced |
| Profund Advisors LLC | 1,896 | $323.3K | 0.01% | −875−31.6% | Reduced |
| Peterson Wealth Services | 1,906 | $325.0K | 0.08% | −91−4.6% | Reduced |
| Davy Global Fund Management Ltd | 1,919 | $327.3K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,920 | $327.4K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,909 | $328.3K | 0.01% | −1,948−50.5% | Reduced |
| Trust Asset Management LLC | 1,929 | $329.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,956 | $333.6K | 0.01% | +1,956 | New |
| Broadway Wealth Solutions, Inc. | 1,963 | $334.8K | 0.17% | +267+15.7% | Added |
| Ashton Thomas Private Wealth, LLC | 1,965 | $335.1K | 0.01% | −435−18.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,973 | $336.5K | 0.06% | +159+8.8% | Added |
| Busey Wealth Management | 1,979 | $337.5K | 0.01% | −70−3.4% | Reduced |
| Hantz Financial Services, Inc. | 1,986 | $339.0K | 0.01% | +1,501+309.5% | Added |
| Patton Fund Management, Inc. | 1,989 | $339.2K | 0.06% | +1,013+103.8% | Added |
| Global Trust Asset Management, LLC | 2,005 | $341.9K | 0.13% | −112−5.3% | Reduced |
| Breakwater Capital Group | 2,009 | $342.6K | 0.05% | −121−5.7% | Reduced |
| BCS Private Wealth Management, Inc. | 2,024 | $345.2K | 0.10% | +462+29.6% | Added |
| ProVise Management Group, LLC | 2,028 | $345.9K | 0.02% | +293+16.9% | Added |
| Archford Capital Strategies, LLC | 2,031 | $346.4K | 0.04% | −209−9.3% | Reduced |
| Independent Advisor Alliance | 2,032 | $346.5K | 0.00% | −252−11.0% | Reduced |
| Oslo Pensjonsforsikring AS | 2,034 | $346.9K | 0.05% | +2,034 | New |
| Investment Research Partners LLC | 2,035 | $347.0K | 0.14% | −31−1.5% | Reduced |
| Haven Private, LLC | 2,041 | $348.1K | 0.15% | +110+5.7% | Added |
| Sivia Capital Partners, LLC | 2,054 | $350.3K | 0.07% | −5,181−71.6% | Reduced |
| Frec Markets, Inc. | 2,061 | $351.5K | 0.06% | +312+17.8% | Added |
| Flputnam Investment Management Co | 2,066 | $352.3K | 0.01% | +3+0.1% | Added |
| Rathbone Brothers plc | 2,070 | $353.0K | 0.00% | 00.0% | Unchanged |
| Pathfinder Wealth Consulting, Inc. | 2,080 | $354.7K | 0.23% | +2,080 | New |
| Evoke Wealth, LLC | 2,091 | $356.6K | 0.01% | −143−6.4% | Reduced |
| IVC Wealth Advisors LLC | 2,116 | $360.9K | 0.16% | −4−0.2% | Reduced |
| Acadian Asset Management LLC | 2,128 | $362.0K | 0.00% | −2,796−56.8% | Reduced |
| Access Investment Management LLC | 2,130 | $363.3K | 0.10% | +20+0.9% | Added |
| Richard W. Paul & Associates, LLC | 2,133 | $363.8K | 0.12% | −6−0.3% | Reduced |
| Investors Research Corp | 2,136 | $364.3K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,139 | $364.8K | 0.01% | −382−15.2% | Reduced |
| SummitTX Capital, L.P. | 2,158 | $368.0K | 0.01% | −8,273−79.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,180 | $371.8K | 0.16% | +3+0.1% | Added |
| Fosun International Ltd | 2,193 | $374.0K | 0.09% | +2,193 | New |
| First Growth Capital LLC | 2,173 | $374.6K | 0.34% | +68+3.2% | Added |
| PKO Investment Management Joint-Stock Co | 2,200 | $375.2K | 0.03% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,225 | $379.5K | 0.24% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,230 | $380.3K | 0.00% | +2,230 | New |
| Prospera Financial Services Inc | 2,254 | $384.5K | 0.01% | +238+11.8% | Added |
| Everpar Advisors LLC | 2,260 | $385.4K | 0.13% | +166+7.9% | Added |
| Tranquilli Financial Advisor LLC | 2,274 | $387.8K | 0.23% | −19−0.8% | Reduced |
| Fieldview Capital Management, LLC | 2,281 | $389.0K | 0.11% | +2,281 | New |
| Tower Research Capital LLC (TRC) | 2,296 | $391.6K | 0.01% | −5,281−69.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,303 | $392.8K | 0.12% | −758−24.8% | Reduced |
| Mutual Advisors, LLC | 2,333 | $397.9K | 0.01% | −66−2.8% | Reduced |