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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 1,313 | $223.9K | 0.01% | +87+7.1% | Added |
| Arq Wealth Advisors, LLC | 1,311 | $223.6K | 0.04% | +1,311 | New |
| NBT Bank N A | 1,296 | $221.0K | 0.01% | +5+0.4% | Added |
| First Citizens Bank & Trust Co | 1,296 | $221.0K | 0.00% | −107−7.6% | Reduced |
| FDx Advisors, Inc. | 1,293 | $221.0K | 0.07% | +1,293 | New |
| Impact Partnership Wealth, LLC | 1,295 | $220.9K | 0.03% | −304−19.0% | Reduced |
| Nova R Wealth, Inc. | 1,278 | $217.9K | 0.07% | +55+4.5% | Added |
| RWC Asset Management LLP | 1,266 | $215.9K | 0.01% | +30+2.4% | Added |
| Huntington National Bank | 1,250 | $213.2K | 0.00% | +7+0.6% | Added |
| Camden National Bank | 1,244 | $212.2K | 0.03% | +122+10.9% | Added |
| TRB Wealth Management, LLC | 1,241 | $211.6K | 0.03% | +1,241 | New |
| Meriwether Wealth & Planning, LLC | 1,239 | $211.3K | 0.12% | +1,239 | New |
| Apella Capital, LLC | 1,196 | $211.0K | 0.00% | +58+5.1% | Added |
| Drucker Wealth 3.0, LLC | 1,235 | $210.7K | 0.04% | +1+0.1% | Added |
| Ethos Financial Group, LLC | 1,234 | $210.4K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,230 | $209.8K | 0.01% | +21+1.7% | Added |
| 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 |
| 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 |
| Premier Path Wealth Partners, LLC | 1,220 | $208.0K | 0.03% | −281−18.7% | Reduced |
| Aspire Growth Partners LLC | 1,211 | $206.5K | 0.14% | −28−2.3% | Reduced |
| Salem Investment Counselors Inc | 1,209 | $206.2K | 0.01% | −300−19.9% | Reduced |
| Erste Asset Management GmbH | 1,228 | $204.0K | 0.00% | −64,514−98.1% | Reduced |
| Massmutual Trust Co FSB | 1,195 | $203.8K | 0.01% | −79−6.2% | Reduced |
| Gateway Investment Advisers LLC | 1,189 | $202.8K | 0.00% | −34,978−96.7% | Reduced |
| One Wealth Advisors, LLC | 1,180 | $201.2K | 0.03% | +95+8.8% | Added |
| Wedbush Securities Inc | 1,180 | $201.0K | 0.01% | +216+22.4% | Added |
| Miracle Mile Advisors, LLC | 1,177 | $200.8K | 0.00% | −65−5.2% | Reduced |
| Trust Point Inc. | 1,176 | $200.6K | 0.02% | −121−9.3% | Reduced |
| Westpac Banking Corp | 1,031 | $175.8K | 0.01% | −259−20.1% | Reduced |
| 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 |
| LRI Investments, LLC | 24,262 | $171.8K | 0.02% | +451+1.9% | Added |
| Wall Street Access Asset Management, LLC | 1,000 | $170.5K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 963 | $163.0K | 0.00% | +30+3.2% | Added |
| Millstone Evans Group, LLC | 933 | $159.1K | 0.10% | 00.0% | Unchanged |
| Bollard Group LLC | 911 | $155.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 900 | $153.5K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 896 | $152.8K | 0.01% | +4+0.4% | Added |
| Byrne Asset Management LLC | 891 | $152.0K | 0.09% | −5,044−85.0% | Reduced |
| Cary Street Partners Financial LLC | 859 | $146.5K | 0.00% | +11+1.3% | Added |
| Mather Group, LLC. | 829 | $141.4K | 0.00% | +829 | New |
| Ancora Advisors, LLC | 825 | $140.7K | 0.00% | +242+41.5% | Added |
| AlphaCentric Advisors LLC | 822 | $140.2K | 0.14% | +45+5.8% | Added |
| Harbour Investments, Inc. | 819 | $139.7K | 0.00% | +167+25.6% | Added |
| Axiom Investment Management LLC | 812 | $138.5K | 0.11% | +812 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $138.1K | 0.05% | −130−13.8% | Reduced |
| Dara Capital US, Inc. | 785 | $133.9K | 0.13% | +49+6.7% | Added |
| Spire Wealth Management | 766 | $130.6K | 0.00% | −64−7.7% | Reduced |
| CVA Family Office, LLC | 747 | $127.4K | 0.01% | +88+13.4% | Added |
| Bellevue Group AG | 740 | $126.2K | 0.00% | −40,527−98.2% | Reduced |
| Oakworth Capital, Inc. | 717 | $122.3K | 0.01% | −107−13.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 710 | $121.1K | 0.03% | +110+18.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 694 | $118.4K | 0.01% | +193+38.5% | Added |
| Atlantic Union Bankshares Corp | 935 | $118.3K | 0.00% | +18+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $107.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 626 | $106.8K | 0.03% | −121−16.2% | Reduced |
| Wolff Wiese Magana LLC | 605 | $103.2K | 0.06% | 00.0% | Unchanged |
| Wellington Grp LLC | 597 | $101.8K | 0.03% | +597 | New |
| Cromwell Holdings LLC | 576 | $98.2K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 522 | $89.0K | 0.00% | +263+101.5% | Added |
| JFS Wealth Advisors, LLC | 651 | $81.5K | 0.00% | −134−17.1% | Reduced |
| Parkside Financial Bank & Trust | 474 | $80.8K | 0.01% | +42+9.7% | Added |
| Transamerica Financial Advisors, Inc. | 474 | $80.8K | 0.01% | −21−4.2% | Reduced |
| Onefund, LLC | 467 | $80.5K | 0.05% | −56−10.7% | Reduced |
| Intentional Wealth Strategies, LLC | 466 | $79.5K | 0.07% | +466 | New |
| BOK Financial Private Wealth, Inc. | 462 | $78.8K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 457 | $77.9K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 453 | $77.3K | 0.06% | −13−2.8% | Reduced |
| St Germain D J Co Inc | 451 | $76.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 442 | $75.4K | 0.00% | −95−17.7% | Reduced |
| Rothschild Investment LLC | 441 | $75.2K | 0.00% | −469−51.5% | Reduced |
| Hara Capital LLC | 440 | $75.0K | 0.04% | +100+29.4% | Added |
| Deseret Mutual Benefit Administrators | 424 | $72.3K | 0.02% | +214+101.9% | Added |
| Paradigm Asset Management Co LLC | 398 | $67.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 392 | $66.9K | 0.00% | −83−17.5% | Reduced |
| Contravisory Investment Management, Inc. | 379 | $64.6K | 0.01% | +379 | New |
| Nemes Rush Group LLC | 373 | $63.6K | 0.01% | +23+6.6% | Added |
| Marshall Wace, LLP | 360 | $61.4K | 0.00% | +360 | New |
| Zions Bancorporation, National Association | 355 | $60.5K | 0.00% | −108−23.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 355 | $60.5K | 0.02% | +12+3.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 350 | $59.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 347 | $59.2K | 0.04% | +25+7.8% | Added |
| Private Trust Co NA | 339 | $57.8K | 0.01% | −94−21.7% | Reduced |
| Stephenson National Bank & Trust | 334 | $57.0K | 0.02% | +289+642.2% | Added |
| Community Bank, N.A. | 323 | $55.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 321 | $54.7K | 0.01% | +19+6.3% | Added |
| Johnson Financial Group, Inc. | 358 | $49.0K | 0.00% | −220−38.1% | Reduced |
| SBI Securities Co., Ltd. | 264 | $45.0K | 0.00% | −3−1.1% | Reduced |
| Wall Street Financial Group, Inc. | 261 | $44.5K | 0.03% | +261 | New |
| Root Financial Partners, LLC | 254 | $43.3K | 0.00% | −42−14.2% | Reduced |
| Owl Creek Wealth Partners LLC | 253 | $43.1K | 0.02% | +253 | New |
| Keating Financial Advisory Services, Inc. | 251 | $42.8K | 0.01% | +182+263.8% | Added |
| Opal Wealth Advisors, LLC | 224 | $38.2K | 0.01% | +224 | New |
| Bayforest Capital Ltd | 223 | $38.0K | 0.04% | +223 | New |
| Signature Equity Partners, LLC | 209 | $35.6K | 0.02% | +31+17.4% | Added |
| Private Wealth Asset Management, LLC | 201 | $34.3K | 0.00% | −17−7.8% | Reduced |
| HM Payson & Co | 200 | $34.1K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 197 | $33.6K | 0.00% | +197 | New |