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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 2,150 | $415.4K | 0.01% | +686+46.9% | Added |
| Equitable Holdings, Inc. | 2,167 | $418.7K | 0.00% | −110−4.8% | Reduced |
| Ballentine Partners, LLC | 2,177 | $420.6K | 0.01% | +38+1.8% | Added |
| Armstrong, Fleming & Moore, Inc | 2,180 | $421.2K | 0.14% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,192 | $423.5K | 0.01% | −204−8.5% | Reduced |
| Fosun International Ltd | 2,193 | $423.7K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,203 | $425.7K | 0.01% | +615+38.7% | Added |
| Investment Research Partners LLC | 2,222 | $429.3K | 0.15% | +187+9.2% | Added |
| EverSource Wealth Advisors, LLC | 2,227 | $430.3K | 0.01% | −731−24.7% | Reduced |
| Tranquilli Financial Advisor LLC | 2,228 | $430.5K | 0.23% | −46−2.0% | Reduced |
| Kuhn & Co Investment Counsel | 2,229 | $430.7K | 0.25% | +4+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 2,235 | $431.8K | 0.12% | −2,160−49.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,241 | $433.0K | 0.03% | +357+18.9% | Added |
| Ashton Thomas Private Wealth, LLC | 2,242 | $433.2K | 0.01% | +277+14.1% | Added |
| Kestra Private Wealth Services, LLC | 2,250 | $434.7K | 0.00% | +20+0.9% | Added |
| Catalyst Funds Management Pty Ltd | 2,251 | $434.9K | 0.02% | +2,251 | New |
| Davenport & Co LLC | 2,268 | $438.2K | 0.00% | −365−13.9% | Reduced |
| DoubleLine ETF Adviser LP | 2,268 | $438.2K | 0.18% | −216−8.7% | Reduced |
| Dynasty Wealth Management, LLC | 2,283 | $441.1K | 0.00% | −225−9.0% | Reduced |
| Veracity Capital LLC | 2,286 | $441.7K | 0.12% | −107−4.5% | Reduced |
| Versant Capital Management, Inc | 2,291 | $442.7K | 0.04% | +497+27.7% | Added |
| NBT Bank N A | 2,306 | $445.6K | 0.03% | +1,010+77.9% | Added |
| CX Institutional | 2,340 | $452.0K | 0.01% | +560+31.5% | Added |
| Baker Avenue Asset Management, LP | 2,346 | $453.4K | 0.01% | +893+61.5% | Added |
| Regatta Capital Group, LLC | 2,377 | $459.4K | 0.06% | −97−3.9% | Reduced |
| Montag A & Associates Inc | 2,378 | $459.5K | 0.02% | −1,708−41.8% | Reduced |
| Clear Trail Advisors, LLC | 2,386 | $461.0K | 0.07% | −186−7.2% | Reduced |
| TCG Advisory Services, LLC | 2,405 | $464.7K | 0.01% | +766+46.7% | Added |
| Rothschild Investment LLC | 2,405 | $464.7K | 0.02% | +1,964+445.4% | Added |
| Mutual Advisors, LLC | 2,437 | $470.9K | 0.01% | +104+4.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,440 | $471.5K | 0.07% | +34+1.4% | Added |
| Tower Research Capital LLC (TRC) | 2,445 | $472.4K | 0.01% | +149+6.5% | Added |
| PEAK6 LLC | 2,447 | $472.8K | 0.01% | −29,362−92.3% | Reduced |
| Mirova | 2,449 | $473.2K | 0.02% | −19,532−88.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,451 | $473.6K | 0.02% | −24−1.0% | Reduced |
| Peak Asset Management, LLC | 2,454 | $474.2K | 0.07% | +2,454 | New |
| Jasper Ridge Partners, L.P. | 2,463 | $475.9K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,466 | $476.5K | 0.01% | +20+0.8% | Added |
| RMB Capital Management, LLC | 2,495 | $482.2K | 0.01% | −24−1.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,500 | $483.1K | 0.04% | +300+13.6% | Added |
| Frec Markets, Inc. | 2,516 | $486.1K | 0.04% | +455+22.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,520 | $486.9K | 0.00% | −535−17.5% | Reduced |
| Cresset Asset Management, LLC | 2,527 | $488.2K | 0.00% | −491−16.3% | Reduced |
| Optimize Financial Inc | 2,531 | $489.0K | 0.18% | −8−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,531 | $489.0K | 0.11% | +2,531 | New |
| Papp L Roy & Associates | 2,538 | $490.4K | 0.05% | −114−4.3% | Reduced |
| EFG International AG | 2,539 | $490.6K | 0.01% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 2,551 | $492.9K | 0.10% | +730+40.1% | Added |
| Access Investment Management LLC | 2,563 | $495.2K | 0.13% | +433+20.3% | Added |
| Anchyra Partners LLC | 2,571 | $496.8K | 0.12% | +125+5.1% | Added |
| Great Valley Advisor Group, Inc. | 2,580 | $498.1K | 0.01% | +45+1.8% | Added |
| Perigon Wealth Management, LLC | 2,578 | $498.1K | 0.01% | +208+8.8% | Added |
| Everence Capital Management Inc | 2,589 | $500.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,596 | $501.6K | 0.04% | +2,596 | New |
| Boston Trust Walden Corp | 2,600 | $502.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,706 | $522.9K | 0.05% | −52−1.9% | Reduced |
| AlphaGrep UK Ltd | 2,747 | $530.8K | 0.16% | +109+4.1% | Added |
| Raleigh Capital Management Inc. | 2,758 | $532.8K | 0.17% | −63−2.2% | Reduced |
| TCW Group Inc | 2,784 | $537.9K | 0.00% | −2−0.1% | Reduced |
| Signaturefd, LLC | 2,794 | $539.8K | 0.01% | −277−9.0% | Reduced |
| NBC Securities, Inc. | 2,794 | $539.9K | 0.04% | +311+12.5% | Added |
| Harbor Capital Advisors, Inc. | 2,831 | $547.0K | 0.04% | +7+0.2% | Added |
| Van Diest Capital, LLC | 2,835 | $547.7K | 0.49% | −1,458−34.0% | Reduced |
| Snowden Capital Advisors LLC | 2,847 | $550.1K | 0.01% | +85+3.1% | Added |
| Greenleaf Trust | 2,851 | $550.9K | 0.01% | −27−0.9% | Reduced |
| Harbour Wealth Management Group, Inc. | 2,868 | $554.2K | 0.37% | +97+3.5% | Added |
| Applied Finance Capital Management, LLC | 2,915 | $563.2K | 0.04% | −720−19.8% | Reduced |
| Simmons Bank | 2,917 | $563.6K | 0.03% | +2,917 | New |
| Davis Investment Partners, LLC | 2,931 | $566.3K | 0.17% | −309−9.5% | Reduced |
| Corsair Capital Management, L.P. | 2,943 | $568.6K | 0.07% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 2,940 | $569.0K | 0.00% | −25−0.8% | Reduced |
| Polymer Capital Management (US) LLC | 2,987 | $577.1K | 0.09% | +2,987 | New |
| Independence Wealth Advisors, LLC | 3,025 | $584.5K | 0.29% | −437−12.6% | Reduced |
| MSH Capital Advisors LLC | 3,050 | $589.3K | 0.10% | +1,219+66.6% | Added |
| Allred Capital Management, LLC | 3,051 | $589.5K | 0.19% | −1,882−38.2% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,052 | $589.7K | 0.55% | −95−3.0% | Reduced |
| Rehmann Capital Advisory Group | 3,084 | $595.9K | 0.03% | +553+21.8% | Added |
| First Horizon Corp | 3,087 | $596.5K | 0.02% | −4−0.1% | Reduced |
| Allworth Financial LP | 3,099 | $598.8K | 0.00% | +1,661+115.5% | Added |
| Camelot Portfolios, LLC | 3,109 | $600.8K | 0.43% | −9−0.3% | Reduced |
| Castlefield Investment Partners LLP | 3,110 | $600.9K | 0.41% | +1,692+119.3% | Added |
| Citizens Financial Group Inc | 3,130 | $604.8K | 0.01% | +649+26.2% | Added |
| Ascent Group, LLC | 3,137 | $606.1K | 0.02% | +3,137 | New |
| Herold Advisors, Inc. | 3,200 | $619.0K | 0.12% | 00.0% | Unchanged |
| Tobam | 3,229 | $624.0K | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,273 | $632.4K | 0.01% | +3,273 | New |
| J.Safra Asset Management Corp | 3,292 | $636.1K | 0.03% | −426−11.5% | Reduced |
| Warren Averett Asset Management, LLC | 3,301 | $637.8K | 0.00% | +265+8.7% | Added |
| Aristeia Capital LLC | 3,301 | $637.8K | 0.01% | +318+10.7% | Added |
| Brookstone Capital Management | 3,305 | $638.6K | 0.01% | +449+15.7% | Added |
| Ratan Capital Management LP | 3,342 | $645.7K | 0.21% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,351 | $647.5K | 0.02% | −868−20.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,116 | $651.1K | 0.02% | +1,294+71.0% | Added |
| Tema ETFs LLC | 3,370 | $651.2K | 0.02% | +290+9.4% | Added |
| Tempo Wealth, LLC | 3,402 | $657.3K | 0.10% | −75−2.2% | Reduced |
| GAMMA Investing LLC | 3,413 | $659.5K | 0.02% | +498+17.1% | Added |
| Parallel Advisors, LLC | 3,441 | $664.9K | 0.01% | −36−1.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,445 | $665.6K | 0.02% | 00.0% | Unchanged |
| Plan A Wealth LLC | 3,469 | $670.3K | 0.29% | +543+18.6% | Added |
| Beacon Financial Group | 3,486 | $673.5K | 0.06% | +104+3.1% | Added |