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 |
|---|---|---|---|---|---|
| Synergy Investment Management, LLC | 318 | $78.4K | 0.02% | +317+31,700.0% | Added |
| Bruce G. Allen Investments, LLC | 413 | $79.8K | 0.05% | +66+19.0% | Added |
| First Command Advisory Services, Inc. | 422 | $81.5K | 0.00% | +339+408.4% | Added |
| Quent Capital, LLC | 438 | $84.6K | 0.01% | +46+11.7% | Added |
| Hara Capital LLC | 440 | $85.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 451 | $87.1K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 456 | $88.1K | 0.05% | −11−2.4% | Reduced |
| Abound Financial, LLC | 457 | $88.3K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 458 | $88.5K | 0.00% | +16+3.6% | Added |
| Nemes Rush Group LLC | 525 | $101.4K | 0.01% | +152+40.8% | Added |
| Bryn Mawr Trust Co | 534 | $103.2K | 0.00% | +534 | New |
| Ancora Advisors, LLC | 538 | $104.0K | 0.00% | −287−34.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 545 | $105.3K | 0.01% | −149−21.5% | Reduced |
| Bollard Group LLC | 551 | $106.0K | 0.00% | −360−39.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 549 | $106.1K | 0.01% | +75+15.8% | Added |
| Cary Street Partner Investment Advisory LLC | 551 | $106.5K | 0.02% | +196+55.2% | Added |
| Spire Wealth Management | 567 | $109.6K | 0.00% | −199−26.0% | Reduced |
| JFS Wealth Advisors, LLC | 653 | $110.1K | 0.01% | +2+0.3% | Added |
| Cromwell Holdings LLC | 571 | $110.3K | 0.05% | −5−0.9% | Reduced |
| Byrne Asset Management LLC | 583 | $112.6K | 0.06% | −308−34.6% | Reduced |
| Wolff Wiese Magana LLC | 600 | $115.9K | 0.05% | −5−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $122.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 637 | $123.1K | 0.04% | −1,368−68.2% | Reduced |
| LRI Investments, LLC | 23,909 | $123.3K | 0.01% | −353−1.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 726 | $140.3K | 0.03% | +16+2.3% | Added |
| Oakworth Capital, Inc. | 717 | $142.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 751 | $145.1K | 0.03% | +125+20.0% | Added |
| Larson Financial Group LLC | 760 | $146.8K | 0.00% | +238+45.6% | Added |
| CVA Family Office, LLC | 768 | $148.4K | 0.01% | +21+2.8% | Added |
| Atlantic Union Bankshares Corp | 905 | $152.8K | 0.00% | −30−3.2% | Reduced |
| State of Wyoming | 795 | $153.6K | 0.02% | −3,224−80.2% | Reduced |
| Hantz Financial Services, Inc. | 804 | $155.0K | 0.00% | −1,182−59.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $156.5K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 834 | $161.1K | 0.14% | +12+1.5% | Added |
| Harbour Investments, Inc. | 839 | $162.1K | 0.00% | +20+2.4% | Added |
| Optiver Holding B.V. | 845 | $163.3K | 0.00% | +845 | New |
| Cary Street Partners Financial LLC | 849 | $164.0K | 0.00% | −10−1.2% | Reduced |
| Mather Group, LLC. | 885 | $171.0K | 0.00% | +56+6.8% | Added |
| MidFirst Bank | 903 | $174.5K | 0.01% | +7+0.8% | Added |
| Silver Oak Securities, Inc | 904 | $174.7K | 0.01% | +904 | New |
| Millstone Evans Group, LLC | 933 | $180.3K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 990 | $190.0K | 0.00% | +27+2.8% | Added |
| Center for Financial Planning, Inc. | 986 | $190.5K | 0.02% | −388−28.2% | Reduced |
| Clearstead Advisors, LLC | 998 | $192.8K | 0.00% | −4,890−83.1% | Reduced |
| Dara Capital US, Inc. | 1,028 | $198.6K | 0.14% | +243+31.0% | Added |
| TritonPoint Partners, LLC | 1,036 | $200.2K | 0.02% | +1,036 | New |
| Frank, Rimerman Advisors LLC | 1,040 | $200.9K | 0.01% | +1,040 | New |
| Venturi Wealth Management, LLC | 1,041 | $201.1K | 0.01% | +1,041 | New |
| Central Trust Co | 1,043 | $201.5K | 0.00% | −357−25.5% | Reduced |
| Wedmont Private Capital | 975 | $202.7K | 0.01% | +975 | New |
| Whittier Trust Co of Nevada Inc | 979 | $203.9K | 0.00% | −1,790−64.6% | Reduced |
| Zacks Investment Management | 1,056 | $204.2K | 0.00% | −462−30.4% | Reduced |
| Cornerstone Wealth Group, LLC | 1,065 | $205.8K | 0.01% | +1,065 | New |
| Supplemental Annuity Collective Trust of NJ | 1,070 | $206.7K | 0.05% | +1,070 | New |
| Level Four Advisory Services, LLC | 1,079 | $208.5K | 0.01% | −151−12.3% | Reduced |
| Essential Partners LLC | 1,080 | $208.7K | 0.10% | −390−26.5% | Reduced |
| waypoint wealth counsel | 1,086 | $209.8K | 0.13% | −624−36.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,092 | $211.0K | 0.02% | +1,092 | New |
| Advisor OS, LLC | 1,093 | $211.2K | 0.01% | +1,093 | New |
| Resonant Capital Advisors, LLC | 1,100 | $212.5K | 0.01% | +1,100 | New |
| Accredited Investors Inc. | 1,107 | $213.9K | 0.01% | +1,107 | New |
| Riverstone Advisors, LLC | 1,109 | $214.3K | 0.09% | −265−19.3% | Reduced |
| Prostatis Group LLC | 1,109 | $214.3K | 0.05% | +1,109 | New |
| Renasant Bank | 1,115 | $215.4K | 0.14% | +1,115 | New |
| Graham Capital Management, L.P. | 1,121 | $216.6K | 0.01% | −44,354−97.5% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,125 | $217.4K | 0.02% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,126 | $217.6K | 0.06% | −152−11.9% | Reduced |
| Arq Wealth Advisors, LLC | 1,100 | $218.4K | 0.03% | −211−16.1% | Reduced |
| Quantbot Technologies LP | 1,131 | $218.5K | 0.01% | +1,131 | New |
| Florida Financial Advisors, LLC | 1,135 | $219.3K | 0.04% | −198−14.9% | Reduced |
| New Age Alpha Advisors, LLC | 1,139 | $220.1K | 0.01% | −11,763−91.2% | Reduced |
| Massmutual Trust Co FSB | 1,148 | $221.8K | 0.01% | −47−3.9% | Reduced |
| Trust Point Inc. | 1,149 | $222.0K | 0.02% | −27−2.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,150 | $222.2K | 0.05% | +1,150 | New |
| Parcion Private Wealth LLC | 1,152 | $222.6K | 0.01% | +1,152 | New |
| Aptus Capital Advisors, LLC | 1,153 | $222.8K | 0.00% | +1,153 | New |
| Hirtle Callaghan & Co LLC | 1,158 | $223.7K | 0.01% | +1,158 | New |
| Sage Private Wealth Group, LLC | 1,167 | $225.5K | 0.10% | +1,167 | New |
| Gateway Investment Advisers LLC | 1,173 | $226.6K | 0.00% | −16−1.3% | Reduced |
| Leonteq Securities AG | 1,188 | $229.5K | 0.01% | −1,926−61.8% | Reduced |
| Pinnacle Associates Ltd | 1,194 | $230.7K | 0.00% | +1,194 | New |
| Salem Investment Counselors Inc | 1,197 | $231.3K | 0.01% | −12−1.0% | Reduced |
| Coerente Capital Management | 1,228 | $237.3K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,228 | $237.3K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,233 | $238.2K | 0.01% | −185−13.0% | Reduced |
| Independence Bank of Kentucky | 1,245 | $240.6K | 0.03% | +20+1.6% | Added |
| Financial Insights, Inc. | 1,250 | $241.5K | 0.06% | +1,250 | New |
| LGT Group Foundation | 1,256 | $242.7K | 0.00% | −103−7.6% | Reduced |
| Apella Capital, LLC | 1,180 | $245.7K | 0.00% | −16−1.3% | Reduced |
| FDx Advisors, Inc. | 1,280 | $247.0K | 0.07% | −13−1.0% | Reduced |
| Westpac Banking Corp | 1,297 | $250.6K | 0.02% | +266+25.8% | Added |
| Pure Financial Advisors, Inc. | 1,309 | $252.9K | 0.00% | −10,522−88.9% | Reduced |
| Brown Advisory Inc | 1,310 | $253.1K | 0.00% | +1,310 | New |
| Boothbay Fund Management, LLC | 1,310 | $253.1K | 0.00% | +1,310 | New |
| Klingenstein Fields & Co LP | 1,321 | $255.2K | 0.01% | 00.0% | Unchanged |
| Haven Private, LLC | 1,322 | $255.4K | 0.10% | −719−35.2% | Reduced |
| Camden National Bank | 1,322 | $255.4K | 0.03% | +78+6.3% | Added |
| Northwest Wealth Management, LLC | 1,325 | $256.0K | 0.03% | +1+0.1% | Added |
| 71 West Capital Partners | 1,325 | $256.0K | 0.01% | +1,325 | New |
| Wedbush Securities Inc | 1,342 | $259.0K | 0.01% | +162+13.7% | Added |