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Who Owns IQVIA Holdings Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in IQVIA Holdings Inc.

Who crossed 5% of IQV →
Managers holding
33
as of 2026-09-30
Reported value
$132.7M
summed across filings
Shares held
493.8K
Added vs trimmed
11 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Artemis Investment Management LLPCOM298K shadded$80.1M
CONGRESS ASSET MANAGEMENT COCOM91.4K sh—$24.6M
Mn Services Vermogensbeheer B.V.COM49.9K shheld$13.4M
Farther Finance Advisors, LLCStock14.3K shtrimmed$3.8M
HF Advisory Group, LLCCOM7.3K shtrimmed$2M
GAMMA Investing LLCCommon Stock4.1K shadded$1.1M
Plan A Wealth LLCCOM3.4K shtrimmed$901.7K
EASTERN BANKCOM3.2K shtrimmed$863.5K
Veracity Capital LLCCOM2.7K shadded$727.8K
Balefire, LLCCOM2.7K shtrimmed$714.3K
Breakwater Capital GroupCOM2.1K shtrimmed$555.2K
Investors Research CorpCOM2K shtrimmed$538.5K
Retireful, LLCCOM1.9K sh—$501.1K
Heartwood Wealth Advisors LLCStock1.8K shheld$488.8K
GILPIN WEALTH MANAGEMENT, LLCCOM1.5K shadded$392.5K
Wedmont Private CapitalCOM1.3K shadded$343.3K
Apella Capital, LLCCOM1.2K shadded$318.8K
Castleview Partners, LLCCOM1.2K shtrimmed$317.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shtrimmed$288.2K
Legacy Wealth Asset Management, LLCCOM873 sh—$234.7K
Vann Equity Management LLCCOM835 sh—$224.5K
Byrne Asset Management LLCCOM583 shheld$152K
ELEVATION WEALTH PARTNERS, LLCCOM260 shadded$69.9K
Bullock Wealth Management GroupStock100 shheld$26.1K
Wealth Enhancement Trust Services, Inc.COM80 sh—$21.5K
Grove Bank & TrustCOM36 shadded$9.7K
GK Wealth Management LLCCOM29 sh—$7.8K
Retirement Wealth Solutions LLCCOM28 shadded$7.5K
AMERICAN NATIONAL BANK & TRUSTCOM18 shtrimmed$4.8K
CoreCap Advisors, LLCStock16 shadded$4.3K
Marquette Asset Management, LLCCOM13 shheld$3.5K
Davis Capital ManagementStock4 shadded$1.1K
Trust CoStock4 shheld$1.1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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