IQVIA Holdings Inc.
IQV- 交易所
- NYSE
- 產業
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001478242
近 90 天,IQVIA Holdings Inc. 內部人申報 0 筆公開市場買進、6 筆賣出;2026 年第 2 季末有 1,091 家機構在 13F 申報持有,市值合計 $302.5 億;Oakmark(Harris Associates)、Greenhaven等 3 位大師持有。
2021 年第 2 季 13F 持有人
IQVIA Holdings Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 853
- 較 2021 年第 1 季 +82 家
- 持有股數
- 1.69 億
- 較 2021 年第 1 季 +148.7 萬 (+0.9%)
- 總市值
- $409.4 億
- 較 2021 年第 1 季 +$86.0 億 (+26.6%)
- 新進機構
- 129
- 另有 320 家加碼
- 清倉機構
- 47
- 另有 281 家減碼
另有 5 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IQV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,091 | $302.5 億 |
| 2026 年第 1 季 | 1,072 | $268.6 億 |
| 2025 年第 4 季 | 1,145 | $362.8 億 |
| 2025 年第 3 季 | 1,008 | $300.6 億 |
| 2025 年第 2 季 | 980 | $255.9 億 |
| 2025 年第 1 季 | 993 | $271.5 億 |
| 2024 年第 4 季 | 1,005 | $302.8 億 |
| 2024 年第 3 季 | 1,066 | $371.7 億 |
| 2024 年第 2 季 | 1,024 | $333.8 億 |
| 2024 年第 1 季 | 1,017 | $404.0 億 |
| 2023 年第 4 季 | 960 | $377.3 億 |
| 2023 年第 3 季 | 945 | $322.0 億 |
| 2023 年第 2 季 | 934 | $363.2 億 |
| 2023 年第 1 季 | 928 | $323.2 億 |
| 2022 年第 4 季 | 925 | $333.6 億 |
| 2022 年第 3 季 | 889 | $295.9 億 |
| 2022 年第 2 季 | 887 | $353.5 億 |
| 2022 年第 1 季 | 898 | $381.9 億 |
| 2021 年第 4 季 | 939 | $469.7 億 |
| 2021 年第 3 季 | 865 | $401.6 億 |
| 2021 年第 2 季 | 853 | $409.4 億 |
| 2021 年第 1 季 | 776 | $324.8 億 |
2021 年第 2 季持有機構
每家機構持有 IQVIA Holdings Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,203 | $29.1 萬 | 0.00% | −113−8.6% | 減碼 |
| BSW Wealth Partners | 1,211 | $29.3 萬 | 0.08% | −7−0.6% | 減碼 |
| Waldron Private Wealth LLC | 1,210 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 1,251 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 1,271 | $30.8 萬 | 0.00% | +1,271 | 新進 |
| Busey Wealth Management | 1,285 | $31.1 萬 | 0.01% | +50+4.0% | 加碼 |
| Clarius Group, LLC | 1,291 | $31.3 萬 | 0.03% | +30+2.4% | 加碼 |
| Spire Wealth Management | 1,301 | $31.5 萬 | 0.01% | −4,509−77.6% | 減碼 |
| Coldstream Capital Management Inc | 1,304 | $31.6 萬 | 0.01% | +66+5.3% | 加碼 |
| Angeles Investment Advisors, LLC | 1,309 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 1,310 | $31.7 萬 | 0.23% | +1,310 | 新進 |
| CAPROCK Group, Inc. | 1,314 | $31.8 萬 | 0.03% | +248+23.3% | 加碼 |
| Klingenstein Fields & Co LP | 1,321 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,337 | $32.4 萬 | 0.00% | −212−13.7% | 減碼 |
| Seeyond | 1,358 | $32.9 萬 | 0.03% | +6+0.4% | 加碼 |
| Cypress Wealth Services, LLC | 1,372 | $33.2 萬 | 0.09% | −24−1.7% | 減碼 |
| Horizon Investments, LLC | 1,373 | $33.3 萬 | 0.01% | +163+13.5% | 加碼 |
| Keybank National Association | 1,388 | $33.6 萬 | 0.00% | −18−1.3% | 減碼 |
| Davy Global Fund Management Ltd | 1,465 | $35.5 萬 | 0.05% | 00.0% | 不變 |
| Pendal Group Limited | 1,477 | $35.8 萬 | 0.00% | +1,477 | 新進 |
| Checchi Capital Advisers, LLC | 1,489 | $36.1 萬 | 0.04% | −80−5.1% | 減碼 |
| SG3 Management, LLC | 1,500 | $36.3 萬 | 0.15% | −2,500−62.5% | 減碼 |
| Main Street Research LLC | 1,500 | $36.3 萬 | 0.03% | 00.0% | 不變 |
| Machina Capital S.A.S. | 1,500 | $36.3 萬 | 0.61% | +1,500 | 新進 |
| Advisors Preferred, LLC | 1,476 | $36.5 萬 | 0.04% | +1,476 | 新進 |
| Caption Management, LLC | 1,503 | $36.5 萬 | 0.03% | +1,503 | 新進 |
| Leonteq Securities AG | 1,518 | $36.8 萬 | 0.03% | +718+89.8% | 加碼 |
| Inverness Counsel LLC | 1,521 | $36.9 萬 | 0.01% | +1,521 | 新進 |
| Convergence Investment Partners, LLC | 1,529 | $37.1 萬 | 0.16% | −374−19.7% | 減碼 |
| Hayden Royal, LLC | 1,554 | $37.7 萬 | 0.21% | −281−15.3% | 減碼 |
| Level Four Advisory Services, LLC | 1,571 | $38.1 萬 | 0.03% | −200−11.3% | 減碼 |
| Client 1st Advisory Group, LLC | 1,586 | $38.4 萬 | 0.20% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 1,608 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 1,610 | $39.0 萬 | 0.18% | +1,610 | 新進 |
| Ieq Capital, LLC | 1,636 | $39.6 萬 | 0.01% | +586+55.8% | 加碼 |
| Advisors Asset Management, Inc. | 1,641 | $39.8 萬 | 0.01% | +421+34.5% | 加碼 |
| Great Diamond Partners, LLC | 1,668 | $40.4 萬 | 0.11% | −18−1.1% | 減碼 |
| Trust Asset Management LLC | 1,697 | $41.1 萬 | 0.06% | +197+13.1% | 加碼 |
| Allred Capital Management, LLC | 1,712 | $41.4 萬 | 0.20% | −79−4.4% | 減碼 |
| Zions Bancorporation, N.A. | 1,720 | $41.7 萬 | 0.04% | −415−19.4% | 減碼 |
| Fundamentun, LLC | 1,732 | $42.0 萬 | 0.12% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 1,742 | $42.2 萬 | 0.04% | +124+7.7% | 加碼 |
| Flputnam Investment Management Co | 1,769 | $42.9 萬 | 0.01% | −2−0.1% | 減碼 |
| AMG National Trust Bank | 1,778 | $43.1 萬 | 0.01% | −30−1.7% | 減碼 |
| Bremer Bank National Association | 1,778 | $43.1 萬 | 0.09% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 1,785 | $43.3 萬 | 0.14% | +1,785 | 新進 |
| Tarbox Family Office, Inc. | 1,797 | $43.5 萬 | 0.08% | 00.0% | 不變 |
| Demars Financial Group, LLC | 1,802 | $43.7 萬 | 0.26% | −2−0.1% | 減碼 |
| United Capital Financial Advisers, LLC | 1,810 | $43.9 萬 | 0.00% | +1,810 | 新進 |
| Cetera Investment Advisers | 1,832 | $44.4 萬 | 0.01% | +742+68.1% | 加碼 |
| Signaturefd, LLC | 1,836 | $44.5 萬 | 0.02% | +268+17.1% | 加碼 |
| Andesa Financial Management Inc. | 1,888 | $45.8 萬 | 0.14% | +42+2.3% | 加碼 |
| Fulcrum Asset Management LLP | – | $45.8 萬 | 0.19% | – | – |
| Clear Perspective Advisors, LLC | 1,898 | $46.0 萬 | 0.16% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 1,913 | $46.4 萬 | 0.42% | +137+7.7% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $46.5 萬 | 0.05% | 00.0% | 不變 |
| Inscription Capital, LLC | 1,920 | $46.5 萬 | 0.05% | +1,920 | 新進 |
| Fort Washington Investment Advisors Inc | 1,937 | $46.9 萬 | 0.00% | −228−10.5% | 減碼 |
| Globeflex Capital L P | 1,945 | $47.1 萬 | 0.08% | −4,239−68.5% | 減碼 |
| V Wealth Advisors LLC | 1,945 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 1,959 | $47.4 萬 | 0.25% | +1,959 | 新進 |
| IFP Advisors, Inc | 2,032 | $49.3 萬 | 0.01% | −719−26.1% | 減碼 |
| Avantax Advisory Services, Inc. | 2,078 | $50.3 萬 | 0.01% | +2,078 | 新進 |
| Northeast Financial Consultants Inc | 2,080 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Conning Inc. | 2,086 | $50.5 萬 | 0.01% | −227−9.8% | 減碼 |
| John G Ullman & Associates Inc | 2,100 | $50.9 萬 | 0.07% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,102 | $50.9 萬 | 0.05% | +330+18.6% | 加碼 |
| Empirical Finance, LLC | 2,104 | $51.0 萬 | 0.08% | +325+18.3% | 加碼 |
| Meridian Wealth Management, LLC | 2,113 | $51.2 萬 | 0.07% | +205+10.7% | 加碼 |
| XTX Topco Ltd | 2,155 | $52.2 萬 | 0.18% | +2,155 | 新進 |
| Ironsides Asset Advisors, LLC | 2,160 | $52.3 萬 | 0.16% | −840−28.0% | 減碼 |
| Pitcairn Co | 2,252 | $54.6 萬 | 0.04% | −27−1.2% | 減碼 |
| Spotlight Asset Group, Inc. | 2,303 | $55.8 萬 | 0.22% | +8+0.3% | 加碼 |
| Wealthfront Advisers LLC | 2,394 | $58.0 萬 | 0.00% | +650+37.3% | 加碼 |
| Captrust Financial Advisors | 2,416 | $58.5 萬 | 0.01% | −48−1.9% | 減碼 |
| Latitude Advisors, LLC | 2,433 | $59.0 萬 | 0.44% | −82−3.3% | 減碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,465 | $59.7 萬 | 0.26% | +71+3.0% | 加碼 |
| Walleye Capital LLC | 2,470 | $59.9 萬 | 0.02% | +2,470 | 新進 |
| Fulton Bank, N.A. | 2,522 | $61.1 萬 | 0.03% | −120−4.5% | 減碼 |
| Guardian Capital LP | 2,535 | $61.4 萬 | 0.01% | −169−6.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,541 | $61.6 萬 | 0.11% | +609+31.5% | 加碼 |
| Oppenheimer & Co Inc | 2,554 | $61.9 萬 | 0.01% | +747+41.3% | 加碼 |
| Adell Harriman & Carpenter Inc | 2,575 | $62.4 萬 | 0.07% | +2,575 | 新進 |
| Great Lakes Advisors, LLC | 2,592 | $62.8 萬 | 0.01% | −36−1.4% | 減碼 |
| Lyell Wealth Management, LP | 2,599 | $63.0 萬 | 0.08% | +203+8.5% | 加碼 |
| Symmetry Partners, LLC | 2,608 | $63.2 萬 | 0.04% | 00.0% | 不變 |
| Veritable, L.P. | 2,615 | $63.4 萬 | 0.01% | +81+3.2% | 加碼 |
| HighPoint Advisor Group LLC | 2,647 | $64.1 萬 | 0.06% | −158−5.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,647 | $64.1 萬 | 0.02% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 2,652 | $64.3 萬 | 0.13% | +45+1.7% | 加碼 |
| Wetherby Asset Management Inc | 2,653 | $64.3 萬 | 0.04% | +433+19.5% | 加碼 |
| BCJ Capital Management, LLC | 2,676 | $64.8 萬 | 0.07% | +826+44.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,746 | $66.5 萬 | 0.08% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,787 | $67.5 萬 | 0.01% | +385+16.0% | 加碼 |
| Welch & Forbes LLC | 2,800 | $67.8 萬 | 0.01% | +2,800 | 新進 |
| Heartland Bank & Trust Co | 2,797 | $67.8 萬 | 0.62% | +2,797 | 新進 |
| Greenleaf Trust | 2,811 | $68.1 萬 | 0.01% | +159+6.0% | 加碼 |
| Advisor Partners LLC | 2,847 | $69.0 萬 | 0.05% | +55+2.0% | 加碼 |
| Toroso Investments, LLC | 2,855 | $69.2 萬 | 0.03% | +371+14.9% | 加碼 |