# IQVIA HLDGS INC (IQV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IQV/

- Reporting holders: 37
- Reported value: $120.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $80.1M | 297,972 | 0.7% | 4 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $24.6M | 91,352 | 0.2% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.8M | 14,318 | 0.0% | 16 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $2.0M | 7,294 | 0.6% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.1M | 4,105 | 0.0% | 12 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $901.7K | 3,354 | 0.3% | 6 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $863.5K | 3,212 | 0.0% | 27 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $727.8K | 2,707 | 0.2% | 19 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $714.3K | 2,657 | 0.1% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $649.8K | 2,417 | 0.1% | 14 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $555.2K | 2,065 | 0.1% | 6 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $538.5K | 2,003 | 0.1% | 13 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $501.1K | 1,864 | 0.4% | 1 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $488.8K | 1,818 | 0.0% | 10 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $392.5K | 1,460 | 0.3% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $343.3K | 1,326 | 0.0% | 2 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $318.8K | 1,235 | 0.0% | 5 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $317.2K | 1,180 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $288.2K | 1,072 | 0.0% | 23 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $271.5K | 1,010 | 0.2% | 1 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $234.7K | 873 | 0.1% | 1 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $224.5K | 835 | 0.1% | 1 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $152.0K | 583 | 0.1% | 20 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $69.9K | 260 | 0.0% | 4 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $44.9K | 167 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $120.3M |
| Q2 2026 | 1,091 | $32.6B |
| Q1 2026 | 1,077 | $27.5B |
| Q4 2025 | 1,146 | $36.9B |
| Q3 2025 | 1,014 | $31.4B |
| Q2 2025 | 990 | $26.4B |
| Q1 2025 | 996 | $27.5B |
| Q4 2024 | 1,011 | $30.7B |
| Q3 2024 | 1,067 | $38.0B |
| Q2 2024 | 1,028 | $34.1B |
| Q1 2024 | 1,022 | $43.4B |
| Q4 2023 | 966 | $39.5B |