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 |
|---|---|---|---|---|---|
| Oslo Pensjonsforsikring AS | 2,034 | $346.9K | 0.05% | +2,034 | New |
| Independent Advisor Alliance | 2,032 | $346.5K | 0.00% | −252−11.0% | Reduced |
| Archford Capital Strategies, LLC | 2,031 | $346.4K | 0.04% | −209−9.3% | Reduced |
| ProVise Management Group, LLC | 2,028 | $345.9K | 0.02% | +293+16.9% | Added |
| BCS Private Wealth Management, Inc. | 2,024 | $345.2K | 0.10% | +462+29.6% | Added |
| Breakwater Capital Group | 2,009 | $342.6K | 0.05% | −121−5.7% | Reduced |
| Global Trust Asset Management, LLC | 2,005 | $341.9K | 0.13% | −112−5.3% | Reduced |
| Patton Fund Management, Inc. | 1,989 | $339.2K | 0.06% | +1,013+103.8% | Added |
| Hantz Financial Services, Inc. | 1,986 | $339.0K | 0.01% | +1,501+309.5% | Added |
| Busey Wealth Management | 1,979 | $337.5K | 0.01% | −70−3.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,973 | $336.5K | 0.06% | +159+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 1,965 | $335.1K | 0.01% | −435−18.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,963 | $334.8K | 0.17% | +267+15.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,956 | $333.6K | 0.01% | +1,956 | New |
| Trust Asset Management LLC | 1,929 | $329.0K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,909 | $328.3K | 0.01% | −1,948−50.5% | Reduced |
| Principle Wealth Partners LLC | 1,920 | $327.4K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,919 | $327.3K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,906 | $325.0K | 0.08% | −91−4.6% | Reduced |
| Profund Advisors LLC | 1,896 | $323.3K | 0.01% | −875−31.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,884 | $321.3K | 0.03% | −259−12.1% | Reduced |
| Alps Advisors Inc | 1,863 | $317.7K | 0.00% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 1,851 | $315.7K | 0.20% | +130+7.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,822 | $315.6K | 0.01% | −2,214−54.9% | Reduced |
| Heartwood Wealth Advisors LLC | 1,837 | $313.3K | 0.03% | −5−0.3% | Reduced |
| MSH Capital Advisors LLC | 1,831 | $312.3K | 0.07% | −12−0.7% | Reduced |
| Bull Harbor Capital LLC | 1,821 | $310.6K | 0.08% | +1,821 | New |
| Alliance Wealth Advisors, LLC | 1,798 | $306.6K | 0.14% | −75−4.0% | Reduced |
| Versant Capital Management, Inc | 1,794 | $305.9K | 0.03% | +895+99.6% | Added |
| CX Institutional | 1,780 | $304.0K | 0.01% | +17+1.0% | Added |
| Centaurus Financial, Inc. | 1,779 | $303.0K | 0.01% | −332−15.7% | Reduced |
| Cypress Wealth Services, LLC | 1,763 | $300.7K | 0.04% | +63+3.7% | Added |
| OpenArc Corporate Advisory, LLC | 1,756 | $299.5K | 0.00% | +454+34.9% | Added |
| Virtue Capital Management, LLC | 1,782 | $296.1K | 0.05% | −90−4.8% | Reduced |
| Cordoba Advisory Partners LLC | 1,721 | $293.5K | 0.08% | +422+32.5% | Added |
| Employees Retirement System of Texas | 1,716 | $293.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,713 | $292.1K | 0.30% | +868+102.7% | Added |
| waypoint wealth counsel | 1,710 | $291.6K | 0.15% | −278−14.0% | Reduced |
| Ostrum Asset Management | 1,707 | $291.1K | 0.02% | −4,134−70.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,682 | $286.8K | 0.01% | +116+7.4% | Added |
| Smartleaf Asset Management LLC | 1,722 | $286.1K | 0.01% | +373+27.7% | Added |
| Tannin Capital LLC | 1,671 | $285.0K | 0.21% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,671 | $285.0K | 0.02% | +1,671 | New |
| TCG Advisory Services, LLC | 1,639 | $279.5K | 0.01% | +717+77.8% | Added |
| Meridian Wealth Management, LLC | 1,627 | $277.5K | 0.01% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,615 | $275.4K | 0.02% | +319+24.6% | Added |
| Cigna Investments Inc | 1,609 | $274.0K | 0.04% | 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 |
| KRS Capital Management, LLC | 1,595 | $272.0K | 0.17% | 00.0% | Unchanged |
| Allianz SE | 1,590 | $271.2K | 0.00% | −1,520−48.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,588 | $270.8K | 0.01% | +162+11.4% | Added |
| Foundations Investment Advisors, LLC | 1,583 | $270.0K | 0.00% | +3+0.2% | Added |
| United Community Bank | 1,580 | $269.5K | 0.09% | −5−0.3% | Reduced |
| Great Lakes Advisors, LLC | 1,571 | $267.9K | 0.00% | −141−8.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,569 | $267.6K | 0.02% | −894−36.3% | Reduced |
| Old National Bancorp | 1,564 | $266.7K | 0.00% | +18+1.2% | Added |
| Optas, LLC | 1,558 | $265.7K | 0.04% | +350+29.0% | Added |
| Bank of Nova Scotia Trust Co | 1,556 | $265.4K | 0.02% | +6+0.4% | Added |
| 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 |
| Gateway Wealth Partners, LLC | 1,547 | $263.8K | 0.01% | +1,547 | New |
| Revisor Wealth Management LLC | 1,524 | $259.9K | 0.07% | +38+2.6% | Added |
| Zacks Investment Management | 1,518 | $258.9K | 0.00% | +8+0.5% | Added |
| Sentinus, LLC | 1,515 | $258.4K | 0.02% | −1,098−42.0% | Reduced |
| Cambria Investment Management, L.P. | 1,489 | $253.9K | 0.01% | +1,489 | New |
| Pitcairn Wealth Advisors LLC | 1,125 | $253.6K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 1,485 | $253.3K | 0.07% | +183+14.1% | Added |
| Sagewood Asset Management LP | 1,481 | $252.6K | 0.08% | +1,481 | New |
| Twin Tree Management, LP | 1,472 | $251.0K | 0.05% | +1,472 | New |
| Essential Partners LLC | 1,470 | $250.7K | 0.08% | −866−37.1% | Reduced |
| Evergreen Capital Management LLC | 1,464 | $249.7K | 0.01% | +93+6.8% | Added |
| National Asset Management, Inc. | 1,496 | $248.6K | 0.02% | −11−0.7% | Reduced |
| Savant Capital, LLC | 1,458 | $248.6K | 0.00% | +1,458 | New |
| Phillips Wealth Planners LLC | 1,430 | $248.2K | 0.19% | −162−10.2% | Reduced |
| Baker Avenue Asset Management, LP | 1,453 | $247.8K | 0.01% | +509+53.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,451 | $247.5K | 0.00% | +891+159.1% | Added |
| Twinbeech Capital LP | 1,450 | $247.3K | 0.03% | +1,450 | New |
| EP Wealth Advisors, LLC | 1,441 | $245.7K | 0.00% | +343+31.2% | Added |
| Allworth Financial LP | 1,438 | $245.2K | 0.00% | −882−38.0% | Reduced |
| Umb Bank N A | 1,431 | $244.0K | 0.00% | +593+70.8% | Added |
| First Long Island Investors, LLC | 1,422 | $242.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Smithfield Trust Co | 1,413 | $241.0K | 0.01% | +78+5.8% | Added |
| Globeflex Capital L P | 1,405 | $239.6K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,400 | $238.8K | 0.00% | −6−0.4% | Reduced |
| Platform Technology Partners | 1,400 | $238.8K | 0.05% | +352+33.6% | Added |
| Sound View Wealth Advisors Group, LLC | 1,393 | $237.6K | 0.02% | −66−4.5% | Reduced |
| AlphaCore Capital LLC | 1,380 | $235.3K | 0.01% | −66−4.6% | Reduced |
| Sym Financial Corp | 1,377 | $234.8K | 0.02% | −275−16.6% | 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 |
| Peapack Gladstone Financial Corp | 1,369 | $233.0K | 0.00% | −877−39.0% | Reduced |
| LGT Group Foundation | 1,359 | $231.8K | 0.00% | +2+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,346 | $229.5K | 0.07% | −348−20.5% | Reduced |
| Cidel Asset Management Inc | 1,345 | $229.4K | 0.01% | +293+27.9% | Added |
| Florida Financial Advisors, LLC | 1,333 | $227.3K | 0.05% | −80−5.7% | Reduced |
| Northwest Wealth Management, LLC | 1,324 | $225.8K | 0.03% | −360−21.4% | Reduced |
| Klingenstein Fields & Co LP | 1,321 | $225.3K | 0.01% | 00.0% | Unchanged |