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 | 940 | $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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 4,220 | $102.3 萬 | 0.12% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 4,153 | $100.6 萬 | 0.38% | +1,383+49.9% | 加碼 |
| Pathstone Family Office, LLC | 4,103 | $99.4 萬 | 0.03% | +1,073+35.4% | 加碼 |
| IVC Wealth Advisors LLC | 4,064 | $98.5 萬 | 0.69% | −200−4.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,040 | $97.9 萬 | 0.02% | +3,266+422.0% | 加碼 |
| Crestline Management, LP | 4,039 | $97.9 萬 | 0.08% | +4,039 | 新進 |
| ProVise Management Group, LLC | 4,006 | $97.1 萬 | 0.10% | −1,670−29.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 4,000 | $96.9 萬 | 0.27% | 00.0% | 不變 |
| Summit X, LLC | 3,976 | $96.5 萬 | 0.24% | −19−0.5% | 減碼 |
| Brinker Capital Investments, LLC | 3,965 | $96.1 萬 | 0.01% | +247+6.6% | 加碼 |
| Rafferty Asset Management, LLC | 3,967 | $96.1 萬 | 0.01% | +358+9.9% | 加碼 |
| Creative Planning | 3,962 | $96.0 萬 | 0.00% | −1,472−27.1% | 減碼 |
| Advisory Services Network, LLC | 3,926 | $95.1 萬 | 0.03% | +763+24.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,891 | $94.3 萬 | 0.01% | −1,132−22.5% | 減碼 |
| Caxton Associates LP | 3,856 | $93.4 萬 | 0.12% | +3,856 | 新進 |
| Atlas Private Wealth Management | 3,827 | $92.7 萬 | 0.57% | +2+0.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 3,765 | $91.2 萬 | 0.14% | −1,826−32.7% | 減碼 |
| Bridgewater Associates, LP | 3,734 | $90.5 萬 | 0.01% | +3,734 | 新進 |
| Baldwin Investment Management, LLC | 3,730 | $90.4 萬 | 0.15% | −310−7.7% | 減碼 |
| Dimension Capital Management LLC | 3,719 | $90.1 萬 | 0.20% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 3,669 | $88.9 萬 | 0.04% | −17−0.5% | 減碼 |
| Banque Pictet & Cie SA | 3,643 | $88.3 萬 | 0.01% | +43+1.2% | 加碼 |
| Cipher Capital LP | 3,633 | $88.0 萬 | 0.49% | +2,197+153.0% | 加碼 |
| WealthShield Partners, LLC | 3,629 | $87.9 萬 | 0.14% | +228+6.7% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,624 | $87.8 萬 | 0.20% | −43−1.2% | 減碼 |
| Illinois Municipal Retirement Fund | 3,617 | $87.6 萬 | 0.04% | 00.0% | 不變 |
| Platform Technology Partners | 3,551 | $86.0 萬 | 0.35% | +3,551 | 新進 |
| Signet Investment Advisory Group, Inc. | 3,517 | $85.2 萬 | 0.55% | +3,517 | 新進 |
| Global Trust Asset Management, LLC | 3,443 | $83.4 萬 | 0.40% | −35−1.0% | 減碼 |
| Prelude Capital Management, LLC | 3,404 | $82.5 萬 | 0.05% | −896−20.8% | 減碼 |
| First Pacific Advisors, LP | 3,385 | $82.0 萬 | 0.01% | 00.0% | 不變 |
| Bamco Inc | 3,379 | $81.9 萬 | 0.00% | +396+13.3% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,367 | $81.5 萬 | 0.46% | −2,200−39.5% | 減碼 |
| Integrated Advisors Network LLC | 3,365 | $81.5 萬 | 0.06% | +171+5.4% | 加碼 |
| Humankind Investments LLC | 3,339 | $80.9 萬 | 0.38% | +1,068+47.0% | 加碼 |
| Michael B. Yongue | 3,319 | $80.4 萬 | 0.59% | −1,041−23.9% | 減碼 |
| Lincoln National Corp | 3,319 | $80.4 萬 | 0.02% | +7+0.2% | 加碼 |
| Central Trust Co | 3,289 | $79.7 萬 | 0.03% | −1,051−24.2% | 減碼 |
| Natixis Investment Managers International | 3,245 | $78.6 萬 | 0.05% | −490−13.1% | 減碼 |
| Papp L Roy & Associates | 3,221 | $78.1 萬 | 0.10% | +385+13.6% | 加碼 |
| Vestcor Inc | 3,218 | $78.0 萬 | 0.03% | −350−9.8% | 減碼 |
| Meeder Asset Management Inc | 3,205 | $77.7 萬 | 0.04% | +1,973+160.1% | 加碼 |
| IndexIQ Advisors LLC | 3,097 | $75.0 萬 | 0.03% | +92+3.1% | 加碼 |
| Sectoral Asset Management Inc | 3,000 | $72.7 萬 | 0.06% | +3,000 | 新進 |
| S&CO Inc | 3,000 | $72.6 萬 | 0.06% | 00.0% | 不變 |
| Sigma Planning Corp | 2,981 | $72.2 萬 | 0.02% | +2,981 | 新進 |
| Burns Matteson Capital Management, LLC | 2,954 | $71.6 萬 | 0.57% | −704−19.2% | 減碼 |
| Engineers Gate Manager LP | 2,950 | $71.5 萬 | 0.05% | −19,270−86.7% | 減碼 |
| ClariVest Asset Management LLC | 2,951 | $71.5 萬 | 0.02% | +2,945+49,083.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,933 | $71.1 萬 | 0.04% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 2,928 | $71.0 萬 | 0.01% | −101,455−97.2% | 減碼 |
| Quest Capital Management Inc | 2,903 | $70.3 萬 | 0.14% | −27−0.9% | 減碼 |
| EFG Asset Management (Americas) Corp. | 2,884 | $69.9 萬 | 0.13% | −33−1.1% | 減碼 |
| Toroso Investments, LLC | 2,855 | $69.2 萬 | 0.03% | +371+14.9% | 加碼 |
| Advisor Partners LLC | 2,847 | $69.0 萬 | 0.05% | +55+2.0% | 加碼 |
| Greenleaf Trust | 2,811 | $68.1 萬 | 0.01% | +159+6.0% | 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 |
| Park Avenue Securities LLC | 2,787 | $67.5 萬 | 0.01% | +385+16.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,746 | $66.5 萬 | 0.08% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 2,676 | $64.8 萬 | 0.07% | +826+44.6% | 加碼 |
| 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 |
| 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 |
| Veritable, L.P. | 2,615 | $63.4 萬 | 0.01% | +81+3.2% | 加碼 |
| Symmetry Partners, LLC | 2,608 | $63.2 萬 | 0.04% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 2,599 | $63.0 萬 | 0.08% | +203+8.5% | 加碼 |
| Great Lakes Advisors, LLC | 2,592 | $62.8 萬 | 0.01% | −36−1.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 2,575 | $62.4 萬 | 0.07% | +2,575 | 新進 |
| Oppenheimer & Co Inc | 2,554 | $61.9 萬 | 0.01% | +747+41.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,541 | $61.6 萬 | 0.11% | +609+31.5% | 加碼 |
| Guardian Capital LP | 2,535 | $61.4 萬 | 0.01% | −169−6.3% | 減碼 |
| Fulton Bank, N.A. | 2,522 | $61.1 萬 | 0.03% | −120−4.5% | 減碼 |
| Walleye Capital LLC | 2,470 | $59.9 萬 | 0.02% | +2,470 | 新進 |
| Magnolia Capital Advisors LLC | 2,465 | $59.7 萬 | 0.26% | +71+3.0% | 加碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| Latitude Advisors, LLC | 2,433 | $59.0 萬 | 0.44% | −82−3.3% | 減碼 |
| Captrust Financial Advisors | 2,416 | $58.5 萬 | 0.01% | −48−1.9% | 減碼 |
| Wealthfront Advisers LLC | 2,394 | $58.0 萬 | 0.00% | +650+37.3% | 加碼 |
| Spotlight Asset Group, Inc. | 2,303 | $55.8 萬 | 0.22% | +8+0.3% | 加碼 |
| Pitcairn Co | 2,252 | $54.6 萬 | 0.04% | −27−1.2% | 減碼 |
| Ironsides Asset Advisors, LLC | 2,160 | $52.3 萬 | 0.16% | −840−28.0% | 減碼 |
| XTX Topco Ltd | 2,155 | $52.2 萬 | 0.18% | +2,155 | 新進 |
| Meridian Wealth Management, LLC | 2,113 | $51.2 萬 | 0.07% | +205+10.7% | 加碼 |
| Empirical Finance, LLC | 2,104 | $51.0 萬 | 0.08% | +325+18.3% | 加碼 |
| 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 |
| Conning Inc. | 2,086 | $50.5 萬 | 0.01% | −227−9.8% | 減碼 |
| Northeast Financial Consultants Inc | 2,080 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 2,078 | $50.3 萬 | 0.01% | +2,078 | 新進 |
| IFP Advisors, Inc | 2,032 | $49.3 萬 | 0.01% | −719−26.1% | 減碼 |
| Lebenthal Global Advisors, LLC | 1,959 | $47.4 萬 | 0.25% | +1,959 | 新進 |
| 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 |
| Fort Washington Investment Advisors Inc | 1,937 | $46.9 萬 | 0.00% | −228−10.5% | 減碼 |
| 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 |
| Alliance Wealth Advisors, LLC | 1,913 | $46.4 萬 | 0.42% | +137+7.7% | 加碼 |
| Clear Perspective Advisors, LLC | 1,898 | $46.0 萬 | 0.16% | 00.0% | 不變 |