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, Q2 2026
Institutional positions in IQVIA Holdings Inc. as of Jun 30, 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
- 1,091
- +26 vs. Q1 2026
- Shares held
- 156.8M
- +184.6K (+0.1%) vs. Q1 2026
- Total value
- $30.3B
- +$3.41B (+12.7%) vs. Q1 2026
- New holders
- 134
- 399 more added
- Sold out
- 108
- 431 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alerus Financial NA | 37 | $7.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $7.34K | 0.00% | −42−52.5% | Reduced |
| Clear Street Markets LLC | 39 | $7.54K | 0.00% | +11+39.3% | Added |
| Kemnay Advisory Services Inc. | 40 | $7.73K | 0.00% | −27−40.3% | Reduced |
| Highline Wealth Partners LLC | 40 | $7.73K | 0.00% | +3+8.1% | Added |
| Dogwood Wealth Management LLC | 40 | $7.73K | 0.00% | +22+122.2% | Added |
| Kerr Financial Planning Corp | 41 | $7.92K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $8.50K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 41 | $8.52K | 0.08% | −3−6.8% | Reduced |
| High Note Wealth, LLC | 45 | $8.70K | 0.00% | +25+125.0% | Added |
| American National Bank | 47 | $9.08K | 0.00% | −127−73.0% | Reduced |
| Cornerstone Financial Management LLC | 47 | $9.08K | 0.01% | +28+147.4% | Added |
| Financial Management Professionals, Inc. | 49 | $9.47K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 49 | $9.47K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $9.66K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 50 | $9.66K | 0.00% | +50 | New |
| Kilter Group LLC | 54 | $10.4K | 0.00% | +2+3.8% | Added |
| Crewe Advisors LLC | 54 | $10.4K | 0.00% | +32+145.5% | Added |
| Loomis Sayles & Co L P | 54 | $10.5K | 0.00% | −8,991−99.4% | Reduced |
| Private Wealth Management Group, LLC | 56 | $10.8K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 65 | $12.6K | 0.00% | +11+20.4% | Added |
| SJS Investment Consulting Inc. | 66 | $12.8K | 0.00% | +48+266.7% | Added |
| Joseph Group Capital Management | 72 | $13.9K | 0.00% | +40+125.0% | Added |
| Avion Wealth | 73 | $14.0K | 0.00% | +14+23.7% | Added |
| Hilton Head Capital Partners, LLC | 74 | $14.3K | 0.01% | −93−55.7% | Reduced |
| Action Point Financial Planning, LLC | 81 | $14.9K | 0.00% | +81 | New |
| Vermillion Wealth Management, Inc. | 78 | $15.1K | 0.00% | −2−2.5% | Reduced |
| Walleye Capital LLC | 82 | $15.8K | 0.00% | +61+290.5% | Added |
| Ares Financial Consulting, LLC | 86 | $16.6K | 0.01% | +10+13.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 87 | $16.8K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 101 | $17.1K | 0.00% | +101 | New |
| Kingdom Financial Group LLC. | 92 | $17.8K | 0.00% | +92 | New |
| Concord Wealth Partners | 94 | $18.2K | 0.00% | +94 | New |
| Duncker Streett & Co Inc | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $19.3K | 0.01% | +100 | New |
| Asset Dedication, LLC | 102 | $19.7K | 0.00% | +30+41.7% | Added |
| Cassaday & Co Wealth Management LLC | 103 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 108 | $20.9K | 0.00% | −10−8.5% | Reduced |
| Ameliora Wealth Management Ltd. | 111 | $21.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 111 | $21.4K | 0.00% | +5+4.7% | Added |
| Pinnacle Bancorp, Inc. | 112 | $21.6K | 0.01% | +13+13.1% | Added |
| Activest Wealth Management | 113 | $21.8K | 0.00% | +15+15.3% | Added |
| Global X Japan Co., Ltd. | 114 | $22.0K | 0.00% | +60+111.1% | Added |
| Quest 10 Wealth Builders, Inc. | 120 | $23.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $23.4K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 126 | $24.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $24.5K | 0.00% | −212−62.5% | Reduced |
| Silver Grove Financial Group, Inc. | 128 | $24.7K | 0.01% | +111+652.9% | Added |
| Bogart Wealth, LLC | 140 | $27.1K | 0.00% | +21+17.6% | Added |
| Compass Financial Management LLC | 119 | $27.1K | 0.00% | +119 | New |
| Battery Global Advisors, LLC | 141 | $27.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 141 | $27.2K | 0.00% | +115+442.3% | Added |
| Cornerstone Planning Group LLC | 139 | $27.6K | 0.00% | −29−17.3% | Reduced |
| Lloyd Advisory Services, LLC. | 146 | $28.2K | 0.01% | +146 | New |
| Westside Investment Management, Inc. | 153 | $29.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 153 | $29.6K | 0.01% | +105+218.8% | Added |
| Alpine Bank Wealth Management | 153 | $29.6K | 0.00% | +153 | New |
| AdvisorNet Financial, Inc | 154 | $29.8K | 0.00% | +2+1.3% | Added |
| Measured Wealth Private Client Group, LLC | 158 | $30.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 161 | $31.1K | 0.02% | +160+16,000.0% | Added |
| Cullen/Frost Bankers, Inc. | 166 | $32.1K | 0.00% | −6−3.5% | Reduced |
| Trust Co of Toledo NA | 168 | $32.5K | 0.00% | −3−1.8% | Reduced |
| Accent Capital Management, LLC | 170 | $32.8K | 0.01% | +149+709.5% | Added |
| BOK Financial Private Wealth, Inc. | 174 | $33.6K | 0.00% | −288−62.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 175 | $33.8K | 0.00% | +158+929.4% | Added |
| WPG Advisers, LLC | 177 | $34.2K | 0.02% | +169+2,112.5% | Added |
| Creative Financial Designs Inc | 187 | $36.1K | 0.00% | +30+19.1% | Added |
| International Assets Investment Management, LLC | 180 | $36.6K | 0.00% | +60+50.0% | Added |
| GW&K Investment Management, LLC | 190 | $37.0K | 0.00% | −6−3.1% | Reduced |
| HM Payson & Co | 200 | $38.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 201 | $38.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 207 | $40.0K | 0.01% | +11+5.6% | Added |
| Covestor Ltd | 215 | $42.0K | 0.02% | +103+92.0% | Added |
| Signature Equity Partners, LLC | 219 | $42.3K | 0.02% | +10+4.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 226 | $43.7K | 0.00% | +226 | New |
| Owl Creek Wealth Partners LLC | 228 | $44.1K | 0.01% | −25−9.9% | Reduced |
| Meeder Asset Management Inc | 234 | $45.2K | 0.00% | +126+116.7% | Added |
| SBI Securities Co., Ltd. | 249 | $48.1K | 0.00% | −15−5.7% | Reduced |
| Johnson Financial Group, Inc. | 304 | $52.2K | 0.00% | −54−15.1% | Reduced |
| IFG Advisory, LLC | 285 | $55.1K | 0.00% | +285 | New |
| Bellevue Group AG | 293 | $56.6K | 0.00% | −447−60.4% | Reduced |
| Zions Bancorporation, National Association | 295 | $57.0K | 0.00% | −60−16.9% | Reduced |
| Quarry LP | 300 | $58.0K | 0.01% | +280+1,400.0% | Added |
| MV Capital Management, Inc. | 302 | $58.4K | 0.01% | −19−5.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 305 | $58.9K | 0.01% | +54+21.5% | Added |
| Anchor Investment Management, LLC | 323 | $62.4K | 0.00% | −577−64.1% | Reduced |
| Community Bank, N.A. | 323 | $62.4K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 350 | $67.6K | 0.01% | 00.0% | Unchanged |
| Motco | 359 | $69.4K | 0.01% | −49,856−99.3% | Reduced |
| Richardson Financial Services Inc. | 375 | $72.5K | 0.04% | +375 | New |
| Fortitude Family Office, LLC | 378 | $73.0K | 0.01% | +299+378.5% | Added |
| Deseret Mutual Benefit Administrators | 382 | $73.8K | 0.02% | −42−9.9% | Reduced |
| Buck Wealth Strategies, LLC | 387 | $74.8K | 0.01% | +387 | New |
| Paradigm Asset Management Co LLC | 398 | $76.9K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 404 | $78.1K | 0.05% | −408−50.2% | Reduced |