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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 305 | $58.9K | 0.01% | +54+21.5% | Added |
| MV Capital Management, Inc. | 302 | $58.4K | 0.01% | −19−5.9% | Reduced |
| Quarry LP | 300 | $58.0K | 0.01% | +280+1,400.0% | Added |
| Zions Bancorporation, National Association | 295 | $57.0K | 0.00% | −60−16.9% | Reduced |
| Bellevue Group AG | 293 | $56.6K | 0.00% | −447−60.4% | Reduced |
| IFG Advisory, LLC | 285 | $55.1K | 0.00% | +285 | New |
| Johnson Financial Group, Inc. | 304 | $52.2K | 0.00% | −54−15.1% | Reduced |
| SBI Securities Co., Ltd. | 249 | $48.1K | 0.00% | −15−5.7% | Reduced |
| Meeder Asset Management Inc | 234 | $45.2K | 0.00% | +126+116.7% | Added |
| Owl Creek Wealth Partners LLC | 228 | $44.1K | 0.01% | −25−9.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 226 | $43.7K | 0.00% | +226 | New |
| Signature Equity Partners, LLC | 219 | $42.3K | 0.02% | +10+4.8% | Added |
| Covestor Ltd | 215 | $42.0K | 0.02% | +103+92.0% | Added |
| Park Place Capital Corp | 207 | $40.0K | 0.01% | +11+5.6% | Added |
| Private Wealth Asset Management, LLC | 201 | $38.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $38.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 190 | $37.0K | 0.00% | −6−3.1% | Reduced |
| International Assets Investment Management, LLC | 180 | $36.6K | 0.00% | +60+50.0% | Added |
| Creative Financial Designs Inc | 187 | $36.1K | 0.00% | +30+19.1% | Added |
| WPG Advisers, LLC | 177 | $34.2K | 0.02% | +169+2,112.5% | Added |
| Bartlett & Co. Wealth Management LLC | 175 | $33.8K | 0.00% | +158+929.4% | Added |
| BOK Financial Private Wealth, Inc. | 174 | $33.6K | 0.00% | −288−62.3% | Reduced |
| Accent Capital Management, LLC | 170 | $32.8K | 0.01% | +149+709.5% | Added |
| Trust Co of Toledo NA | 168 | $32.5K | 0.00% | −3−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 166 | $32.1K | 0.00% | −6−3.5% | Reduced |
| Caitlin John, LLC | 161 | $31.1K | 0.02% | +160+16,000.0% | Added |
| Measured Wealth Private Client Group, LLC | 158 | $30.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 154 | $29.8K | 0.00% | +2+1.3% | Added |
| ZRC Wealth Management, LLC | 153 | $29.6K | 0.01% | +105+218.8% | Added |
| Alpine Bank Wealth Management | 153 | $29.6K | 0.00% | +153 | New |
| Westside Investment Management, Inc. | 153 | $29.6K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 146 | $28.2K | 0.01% | +146 | New |
| Cornerstone Planning Group LLC | 139 | $27.6K | 0.00% | −29−17.3% | Reduced |
| Battery Global Advisors, LLC | 141 | $27.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 141 | $27.2K | 0.00% | +115+442.3% | Added |
| Compass Financial Management LLC | 119 | $27.1K | 0.00% | +119 | New |
| Bogart Wealth, LLC | 140 | $27.1K | 0.00% | +21+17.6% | Added |
| Silver Grove Financial Group, Inc. | 128 | $24.7K | 0.01% | +111+652.9% | Added |
| Private Trust Co NA | 127 | $24.5K | 0.00% | −212−62.5% | Reduced |
| CrossGen Wealth, LLC | 126 | $24.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $23.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $23.2K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 114 | $22.0K | 0.00% | +60+111.1% | Added |
| Activest Wealth Management | 113 | $21.8K | 0.00% | +15+15.3% | Added |
| Pinnacle Bancorp, Inc. | 112 | $21.6K | 0.01% | +13+13.1% | Added |
| JPL Wealth Management, LLC | 111 | $21.4K | 0.00% | +5+4.7% | Added |
| Ameliora Wealth Management Ltd. | 111 | $21.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 108 | $20.9K | 0.00% | −10−8.5% | Reduced |
| Bullock Wealth Management Group | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 103 | $19.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 102 | $19.7K | 0.00% | +30+41.7% | Added |
| 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 |
| Concord Wealth Partners | 94 | $18.2K | 0.00% | +94 | New |
| Kingdom Financial Group LLC. | 92 | $17.8K | 0.00% | +92 | New |
| Union Bancaire Privee, UBP SA | 101 | $17.1K | 0.00% | +101 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 87 | $16.8K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 86 | $16.6K | 0.01% | +10+13.2% | Added |
| Walleye Capital LLC | 82 | $15.8K | 0.00% | +61+290.5% | Added |
| Vermillion Wealth Management, Inc. | 78 | $15.1K | 0.00% | −2−2.5% | Reduced |
| Action Point Financial Planning, LLC | 81 | $14.9K | 0.00% | +81 | New |
| Hilton Head Capital Partners, LLC | 74 | $14.3K | 0.01% | −93−55.7% | Reduced |
| Avion Wealth | 73 | $14.0K | 0.00% | +14+23.7% | Added |
| Joseph Group Capital Management | 72 | $13.9K | 0.00% | +40+125.0% | Added |
| SJS Investment Consulting Inc. | 66 | $12.8K | 0.00% | +48+266.7% | Added |
| Rational Advisors LLC | 65 | $12.6K | 0.00% | +11+20.4% | Added |
| Colonial Trust Co | 63 | $12.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $10.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 54 | $10.5K | 0.00% | −8,991−99.4% | Reduced |
| Kilter Group LLC | 54 | $10.4K | 0.00% | +2+3.8% | Added |
| Crewe Advisors LLC | 54 | $10.4K | 0.00% | +32+145.5% | Added |
| Boreal Capital Management LLC | 50 | $9.66K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 50 | $9.66K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 49 | $9.47K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 49 | $9.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 47 | $9.08K | 0.01% | +28+147.4% | Added |
| American National Bank | 47 | $9.08K | 0.00% | −127−73.0% | Reduced |
| High Note Wealth, LLC | 45 | $8.70K | 0.00% | +25+125.0% | Added |
| Transce3nd, LLC | 41 | $8.52K | 0.08% | −3−6.8% | Reduced |
| Golden State Wealth Management, LLC | 44 | $8.50K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 41 | $7.92K | 0.01% | 00.0% | Unchanged |
| 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 |
| Clear Street Markets LLC | 39 | $7.54K | 0.00% | +11+39.3% | Added |
| Sachetta, LLC | 38 | $7.34K | 0.00% | −42−52.5% | Reduced |
| Alerus Financial NA | 37 | $7.15K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 36 | $7.04K | 0.00% | +1+2.9% | Added |
| Capital Advisors, Ltd. LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 35 | $6.76K | 0.00% | +35 | New |
| Purpose Unlimited Inc. | 33 | $6.49K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 33 | $6.38K | 0.00% | −15−31.3% | Reduced |
| South State Corp. | 33 | $6.38K | 0.00% | +4+13.8% | Added |
| Raffa Wealth Management, LLC | 33 | $6.38K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $6.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 31 | $6.30K | 0.00% | −68−68.7% | Reduced |
| Allied Private Wealth LLC | 30 | $6.11K | 0.00% | +30 | New |