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 | 940 | $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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 6,062 | $1.03M | 0.02% | +5,032+488.5% | Added |
| Mediolanum International Funds Ltd | 6,219 | $1.03M | 0.01% | −107,939−94.6% | Reduced |
| Fairbanks Capital Management, Inc. | 5,987 | $1.02M | 0.64% | −146−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 5,973 | $1.02M | 0.00% | −4,906−45.1% | Reduced |
| Laird Norton Trust Company, LLC | 5,965 | $1.02M | 0.02% | +90+1.5% | Added |
| Ofi Invest Asset Management | 6,113 | $1.01M | 0.01% | +2,732+80.8% | Added |
| Fulton Bank, N.A. | 5,943 | $1.01M | 0.04% | +474+8.7% | Added |
| Blair William & Co | 5,936 | $1.01M | 0.00% | −2,046−25.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,900 | $1.01M | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,898 | $1.01M | 0.01% | +1,587+36.8% | Added |
| Clearstead Advisors, LLC | 5,888 | $1.00M | 0.01% | −1,441−19.7% | Reduced |
| Invera Wealth Advisors, LLC | 5,880 | $1.00M | 0.64% | −4,657−44.2% | Reduced |
| RSM US Wealth Management LLC | 5,837 | $995.5K | 0.01% | +571+10.8% | Added |
| Tranquility Partners, LLC | 5,834 | $994.9K | 0.38% | −367−5.9% | Reduced |
| Aviso Financial Inc. | 5,822 | $992.9K | 0.04% | −555−8.7% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 5,724 | $976.2K | 0.06% | +270+5.0% | Added |
| Ossiam | 5,710 | $973.8K | 0.02% | +724+14.5% | Added |
| Sterling Capital Management LLC | 5,689 | $970.2K | 0.02% | −4,326−43.2% | Reduced |
| Advisory Services Network, LLC | 5,574 | $950.6K | 0.01% | +298+5.6% | Added |
| Skopos Labs, Inc. | 5,569 | $949.6K | 0.03% | +2,810+101.8% | Added |
| Oasis Advisors, LLC | 5,505 | $938.8K | 0.18% | +5,505 | New |
| Ally Financial Inc. | 5,500 | $938.0K | 0.12% | +5,500 | New |
| Holocene Advisors, LP | 5,454 | $930.1K | 0.00% | +5,454 | New |
| Laurel Wealth Advisors LLC | 5,194 | $928.2K | 0.09% | +407+8.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,427 | $925.5K | 0.01% | −14−0.3% | Reduced |
| Lebenthal Global Advisors, LLC | 5,307 | $905.1K | 0.13% | −962−15.3% | Reduced |
| Todd Asset Management LLC | 5,208 | $888.2K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,153 | $878.0K | 0.01% | −4,183−44.8% | Reduced |
| Prelude Capital Management, LLC | 5,138 | $876.2K | 0.07% | −186−3.5% | Reduced |
| Lido Advisors, LLC | 5,074 | $865.4K | 0.00% | +353+7.5% | Added |
| Integrated Wealth Concepts LLC | 5,069 | $864.5K | 0.01% | −279−5.2% | Reduced |
| Verition Fund Management LLC | 5,013 | $854.9K | 0.01% | −17,543−77.8% | Reduced |
| Hillsdale Investment Management Inc. | 4,980 | $849.3K | 0.02% | +4,900+6,125.0% | Added |
| Malaga Cove Capital, LLC | 4,970 | $847.6K | 0.30% | −19−0.4% | Reduced |
| Horizon Investments, LLC | 4,943 | $843.0K | 0.01% | −517−9.5% | Reduced |
| Allred Capital Management, LLC | 4,933 | $841.3K | 0.31% | +94+1.9% | Added |
| H&H Retirement Design & Management INC | 5,322 | $839.7K | 0.41% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,919 | $838.8K | 0.12% | −641−11.5% | Reduced |
| Sowell Financial Services LLC | 4,899 | $835.5K | 0.03% | +153+3.2% | Added |
| North Dakota State Investment Board | 4,883 | $832.7K | 0.04% | −909−15.7% | Reduced |
| Quadrant Capital Group LLC | 4,874 | $831.2K | 0.02% | +82+1.7% | Added |
| Chicago Partners Investment Group LLC | 4,635 | $812.1K | 0.02% | +70+1.5% | Added |
| SRS Capital Advisors, Inc. | 4,759 | $811.6K | 0.02% | −3,296−40.9% | Reduced |
| Fisher Asset Management, LLC | 4,743 | $809.0K | 0.00% | −250−5.0% | Reduced |
| Fiduciary Trust Co | 4,732 | $807.0K | 0.01% | −399−7.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,698 | $801.2K | 0.00% | −1,154−19.7% | Reduced |
| MUFG Securities Americas Inc. | 4,693 | $800.3K | 0.05% | +105+2.3% | Added |
| Virtu Financial LLC | 4,667 | $796.0K | 0.03% | +4,667 | New |
| University of Texas/Texas Am Investment Managment Co | 4,659 | $794.5K | 0.12% | +2,978+177.2% | Added |
| Marex Group plc | 4,642 | $791.6K | 0.01% | +1,141+32.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,600 | $784.5K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,594 | $783.5K | 0.02% | +1,692+58.3% | Added |
| Securian Asset Management, Inc | 4,571 | $779.5K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 4,524 | $772.0K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 4,521 | $771.0K | 0.02% | −443−8.9% | Reduced |
| HB Wealth Management, LLC | 4,505 | $768.4K | 0.00% | −227−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,445 | $758.0K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 4,444 | $757.9K | 0.04% | +300+7.2% | Added |
| GF Fund Management Co. Ltd. | 4,435 | $756.3K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,395 | $749.5K | 0.23% | +519+13.4% | Added |
| Two Sigma Securities, LLC | 4,367 | $744.7K | 0.09% | −5,116−53.9% | Reduced |
| V-Square Quantitative Management LLC | 4,322 | $737.1K | 0.08% | +383+9.7% | Added |
| Van Diest Capital, LLC | 4,293 | $732.2K | 0.58% | +799+22.9% | Added |
| Trillium Asset Management, LLC | 4,219 | $720.0K | 0.02% | −164−3.7% | Reduced |
| Dynamic Advisor Solutions LLC | 4,205 | $717.1K | 0.02% | +128+3.1% | Added |
| Arkadios Wealth Advisors | 4,178 | $712.4K | 0.01% | +1,485+55.1% | Added |
| Coldstream Capital Management Inc | 4,089 | $697.3K | 0.01% | −490−10.7% | Reduced |
| Tulsa Wealth Advisors, INC | 4,087 | $697.0K | 0.12% | −1,737−29.8% | Reduced |
| Montag A & Associates Inc | 4,086 | $696.9K | 0.03% | −289−6.6% | Reduced |
| Boston Private Wealth LLC | 4,049 | $690.4K | 0.05% | −1,038−20.4% | Reduced |
| Birchbrook, Inc. | 4,028 | $686.9K | 0.34% | −274−6.4% | Reduced |
| State of Wyoming | 4,019 | $685.4K | 0.08% | −124−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,918 | $668.3K | 0.01% | +2,916+291.0% | Added |
| Ritter Daniher Financial Advisory LLC | 3,871 | $660.2K | 0.11% | −198−4.9% | Reduced |
| Atlantic Trust, LLC | 3,868 | $659.6K | 0.11% | −270−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,843 | $655.4K | 0.03% | −550−12.5% | Reduced |
| Choate Investment Advisors | 3,838 | $654.5K | 0.01% | −6,516−62.9% | Reduced |
| Magnolia Capital Advisors LLC | 3,803 | $648.6K | 0.13% | −420−9.9% | Reduced |
| Intact Investment Management Inc. | 3,800 | $648.1K | 0.02% | +3,800 | New |
| Brown Brothers Harriman & Co | 3,773 | $643.4K | 0.00% | +1,699+81.9% | Added |
| Kinneret Advisory, LLC | 3,735 | $637.0K | 0.06% | −166−4.3% | Reduced |
| J.Safra Asset Management Corp | 3,718 | $634.1K | 0.03% | +321+9.4% | Added |
| Bokf, NA | 3,650 | $622.5K | 0.01% | −120−3.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,645 | $621.6K | 0.15% | −114−3.0% | Reduced |
| Applied Finance Capital Management, LLC | 3,635 | $619.9K | 0.05% | +373+11.4% | Added |
| Vega Investment Solutions | 3,627 | $618.5K | 0.15% | +889+32.5% | Added |
| Sterling Investment Counsel, LLC | 3,612 | $616.0K | 0.17% | +277+8.3% | Added |
| CSS LLC | 3,600 | $613.9K | 0.03% | +2,350+188.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,658 | $612.1K | 0.01% | −764−17.3% | Reduced |
| Client 1st Advisory Group, LLC | 3,589 | $612.1K | 0.19% | −232−6.1% | Reduced |
| Bessemer Group Inc | 3,565 | $608.0K | 0.00% | +1,440+67.8% | Added |
| Walleye Trading LLC | 3,564 | $607.8K | 0.01% | +3,564 | New |
| Syon Capital LLC | 3,530 | $602.0K | 0.03% | +2,361+202.0% | Added |
| Parallel Advisors, LLC | 3,477 | $593.0K | 0.01% | −191−5.2% | Reduced |
| Tempo Wealth, LLC | 3,477 | $593.0K | 0.10% | 00.0% | Unchanged |
| Independence Wealth Advisors, LLC | 3,462 | $590.4K | 0.31% | −271−7.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,445 | $587.5K | 0.02% | −415−10.8% | Reduced |
| Beacon Financial Group | 3,382 | $576.7K | 0.06% | +58+1.7% | Added |
| Kestra Advisory Services, LLC | 3,373 | $575.2K | 0.00% | −3,531−51.1% | Reduced |
| Ratan Capital Management LP | 3,342 | $569.9K | 0.21% | 00.0% | Unchanged |