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 3 季 13F 持有人
IQVIA Holdings Inc. 在 2021/9/30 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
- 865
- 較 2021 年第 2 季 +23 家
- 持有股數
- 1.68 億
- 較 2021 年第 2 季 −96.6 萬 (−0.6%)
- 總市值
- $401.6 億
- 較 2021 年第 2 季 −$6.99 億 (−1.7%)
- 新進機構
- 64
- 另有 355 家加碼
- 清倉機構
- 41
- 另有 319 家減碼
另有 11 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 4,217 | $101.1 萬 | 0.01% | +326+8.4% | 加碼 |
| Laurel Wealth Advisors LLC | 4,090 | $98.0 萬 | 0.22% | −1,000−19.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,078 | $97.7 萬 | 0.14% | +313+8.3% | 加碼 |
| WealthShield Partners, LLC | 4,034 | $96.6 萬 | 0.26% | +405+11.2% | 加碼 |
| IVC Wealth Advisors LLC | 4,014 | $96.2 萬 | 0.66% | −50−1.2% | 減碼 |
| Brinker Capital Investments, LLC | 3,965 | $96.1 萬 | 0.02% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 4,000 | $95.8 萬 | 0.26% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,993 | $95.6 萬 | 0.26% | −3,842−49.0% | 減碼 |
| Summit X, LLC | 3,947 | $95.4 萬 | 0.24% | −29−0.7% | 減碼 |
| Wolverine Trading, LLC | 3,886 | $94.4 萬 | 0.02% | −5,421−58.2% | 減碼 |
| ProVise Management Group, LLC | 3,906 | $93.6 萬 | 0.09% | −100−2.5% | 減碼 |
| Advisory Services Network, LLC | 3,844 | $92.1 萬 | 0.03% | −82−2.1% | 減碼 |
| Ratan Capital Management LP | 3,842 | $92.0 萬 | 0.12% | −55,325−93.5% | 減碼 |
| CWM Advisors, LLC | 3,820 | $91.5 萬 | 0.12% | −9,850−72.1% | 減碼 |
| Dimension Capital Management LLC | 3,719 | $89.1 萬 | 0.18% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 3,680 | $88.2 萬 | 0.21% | +56+1.5% | 加碼 |
| Baldwin Investment Management, LLC | 3,655 | $87.6 萬 | 0.15% | −75−2.0% | 減碼 |
| Integrated Advisors Network LLC | 3,652 | $87.5 萬 | 0.06% | +287+8.5% | 加碼 |
| Atlas Private Wealth Management | 3,525 | $84.4 萬 | 0.52% | −302−7.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,501 | $83.8 萬 | 0.53% | +1,542+78.7% | 加碼 |
| Humankind Investments LLC | 3,471 | $83.1 萬 | 0.38% | +132+4.0% | 加碼 |
| Global Trust Asset Management, LLC | 3,443 | $82.5 萬 | 0.37% | 00.0% | 不變 |
| Lincoln National Corp | 3,388 | $81.2 萬 | 0.02% | +69+2.1% | 加碼 |
| First Pacific Advisors, LP | 3,385 | $81.1 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 3,353 | $80.3 萬 | 0.03% | +498+17.4% | 加碼 |
| Papp L Roy & Associates | 3,321 | $79.6 萬 | 0.10% | +100+3.1% | 加碼 |
| Michael B. Yongue | 3,319 | $79.5 萬 | 0.58% | 00.0% | 不變 |
| Creative Planning | 3,305 | $79.2 萬 | 0.00% | −657−16.6% | 減碼 |
| Banque Pictet & Cie SA | 3,283 | $78.6 萬 | 0.01% | −360−9.9% | 減碼 |
| IndexIQ Advisors LLC | 3,254 | $77.9 萬 | 0.03% | +157+5.1% | 加碼 |
| BCJ Capital Management, LLC | 3,204 | $76.7 萬 | 0.08% | +528+19.7% | 加碼 |
| Demars Financial Group, LLC | 3,128 | $74.9 萬 | 0.44% | +1,326+73.6% | 加碼 |
| Burns Matteson Capital Management, LLC | 3,119 | $74.7 萬 | 0.57% | +165+5.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,107 | $74.4 萬 | 0.13% | +566+22.3% | 加碼 |
| Platform Technology Partners | 3,033 | $72.7 萬 | 0.33% | −518−14.6% | 減碼 |
| Verition Fund Management LLC | 3,021 | $72.4 萬 | 0.01% | −8,317−73.4% | 減碼 |
| Capital CS Group, LLC | 2,993 | $72.3 萬 | 0.67% | +2,993 | 新進 |
| Park Avenue Securities LLC | 3,000 | $71.9 萬 | 0.01% | +213+7.6% | 加碼 |
| Pensionfund DSM Netherlands | 3,000 | $71.9 萬 | 0.09% | +3,000 | 新進 |
| S&CO Inc | 3,000 | $71.8 萬 | 0.06% | 00.0% | 不變 |
| Machina Capital S.A.S. | 2,999 | $71.8 萬 | 1.55% | +1,499+99.9% | 加碼 |
| Natixis Investment Managers International | 2,995 | $71.7 萬 | 0.04% | −250−7.7% | 減碼 |
| Greenleaf Trust | 2,971 | $71.2 萬 | 0.01% | +160+5.7% | 加碼 |
| Quest Capital Management Inc | 2,920 | $69.9 萬 | 0.14% | +17+0.6% | 加碼 |
| EFG Asset Management (Americas) Corp. | 2,909 | $69.7 萬 | 0.12% | +25+0.9% | 加碼 |
| Inverness Counsel LLC | 2,891 | $69.3 萬 | 0.03% | +1,370+90.1% | 加碼 |
| Heartland Bank & Trust Co | 2,886 | $69.1 萬 | 0.60% | +89+3.2% | 加碼 |
| Vestcor Inc | 2,825 | $67.7 萬 | 0.02% | −393−12.2% | 減碼 |
| Welch & Forbes LLC | 2,800 | $67.1 萬 | 0.01% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,794 | $66.9 萬 | 0.23% | +329+13.3% | 加碼 |
| Advisor Partners LLC | 2,787 | $66.8 萬 | 0.05% | −60−2.1% | 減碼 |
| Avantax Advisory Services, Inc. | 2,785 | $66.8 萬 | 0.01% | +707+34.0% | 加碼 |
| Glenmede Trust Co NA | 2,757 | $65.9 萬 | 0.00% | +1,694+159.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,746 | $65.8 萬 | 0.09% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,730 | $65.4 萬 | 0.02% | +2,730 | 新進 |
| SG Americas Securities, LLC | 2,703 | $64.7 萬 | 0.00% | −2,007−42.6% | 減碼 |
| Wetherby Asset Management Inc | 2,659 | $63.7 萬 | 0.04% | +6+0.2% | 加碼 |
| Virtue Capital Management, LLC | 2,645 | $63.4 萬 | 0.11% | −7−0.3% | 減碼 |
| Veritable, L.P. | 2,631 | $63.0 萬 | 0.01% | +16+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 2,628 | $63.0 萬 | 0.01% | +987+60.1% | 加碼 |
| Symmetry Partners, LLC | 2,608 | $62.4 萬 | 0.04% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 2,599 | $62.3 萬 | 0.08% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 2,591 | $62.1 萬 | 0.05% | +1,991+331.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,580 | $61.8 萬 | 0.02% | −67−2.5% | 減碼 |
| Great Lakes Advisors, LLC | 2,552 | $61.1 萬 | 0.01% | −40−1.5% | 減碼 |
| Guardian Capital LP | 2,549 | $61.1 萬 | 0.01% | +14+0.6% | 加碼 |
| Strategic Blueprint, LLC | 2,538 | $60.8 萬 | 0.10% | −5,556−68.6% | 減碼 |
| NVWM, LLC | 2,535 | $60.7 萬 | 0.22% | +2,535 | 新進 |
| Fundamentun, LLC | 2,531 | $60.6 萬 | 0.11% | +799+46.1% | 加碼 |
| Fulton Bank, N.A. | 2,525 | $60.5 萬 | 0.03% | +3+0.1% | 加碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $58.9 萬 | 0.03% | 00.0% | 不變 |
| Partners Group Holding AG | 2,446 | $58.6 萬 | 0.04% | +2,446 | 新進 |
| Pearl River Capital, LLC | 2,443 | $58.5 萬 | 0.16% | +1,334+120.3% | 加碼 |
| HighPoint Advisor Group LLC | 2,381 | $57.0 萬 | 0.06% | −266−10.0% | 減碼 |
| Captrust Financial Advisors | 2,347 | $56.2 萬 | 0.00% | −69−2.9% | 減碼 |
| OneAscent Wealth Management LLC | 2,343 | $56.1 萬 | 0.64% | +2,343 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,333 | $55.9 萬 | 0.03% | −600−20.5% | 減碼 |
| Wealthfront Advisers LLC | 2,310 | $55.3 萬 | 0.00% | −84−3.5% | 減碼 |
| Empirical Finance, LLC | 2,257 | $54.1 萬 | 0.08% | +153+7.3% | 加碼 |
| Keybank National Association | 2,230 | $53.4 萬 | 0.00% | +842+60.7% | 加碼 |
| Perigon Wealth Management, LLC | 2,182 | $52.3 萬 | 0.05% | +80+3.8% | 加碼 |
| Bridgefront Capital, LLC | 2,161 | $51.8 萬 | 0.54% | −1,992−48.0% | 減碼 |
| Busey Wealth Management | 2,130 | $51.1 萬 | 0.02% | +845+65.8% | 加碼 |
| Meridian Wealth Management, LLC | 2,111 | $50.6 萬 | 0.06% | −2−0.1% | 減碼 |
| John G Ullman & Associates Inc | 2,100 | $50.3 萬 | 0.07% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 2,080 | $49.8 萬 | 0.03% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 2,061 | $49.4 萬 | 0.25% | −242−10.5% | 減碼 |
| Ironsides Asset Advisors, LLC | 2,060 | $49.3 萬 | 0.16% | −100−4.6% | 減碼 |
| Signaturefd, LLC | 2,017 | $48.3 萬 | 0.02% | +181+9.9% | 加碼 |
| Siemens Fonds Invest GmbH | 2,006 | $48.1 萬 | 0.03% | +2,006 | 新進 |
| Trexquant Investment LP | 1,964 | $47.0 萬 | 0.04% | −3,772−65.8% | 減碼 |
| IFP Advisors, Inc | 1,952 | $46.8 萬 | 0.01% | −80−3.9% | 減碼 |
| Globeflex Capital L P | 1,945 | $46.6 萬 | 0.10% | 00.0% | 不變 |
| V Wealth Advisors LLC | 1,945 | $46.6 萬 | 0.07% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 1,932 | $46.3 萬 | 0.41% | +19+1.0% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $46.0 萬 | 0.05% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 1,918 | $45.9 萬 | 0.61% | +1,918 | 新進 |
| Fulcrum Asset Management LLP | – | $44.5 萬 | 0.22% | – | – |
| Tokio Marine Asset Management Co Ltd | 1,854 | $44.4 萬 | 0.04% | +112+6.4% | 加碼 |
| Clear Perspective Advisors, LLC | 1,848 | $44.3 萬 | 0.15% | −50−2.6% | 減碼 |