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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 1,829 | $43.8 萬 | 0.02% | +311+20.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,827 | $43.8 萬 | 0.14% | +42+2.4% | 加碼 |
| Regentatlantic Capital LLC | 1,824 | $43.7 萬 | 0.01% | +841+85.6% | 加碼 |
| Trust Asset Management LLC | 1,821 | $43.6 萬 | 0.06% | +124+7.3% | 加碼 |
| Angeles Investment Advisors, LLC | 1,818 | $43.5 萬 | 0.03% | +509+38.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 1,814 | $43.5 萬 | 0.04% | +1,814 | 新進 |
| Flputnam Investment Management Co | 1,808 | $43.3 萬 | 0.01% | +39+2.2% | 加碼 |
| Tarbox Family Office, Inc. | 1,797 | $43.0 萬 | 0.08% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,772 | $42.4 萬 | 0.02% | −1,433−44.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,769 | $42.4 萬 | 0.00% | −168−8.7% | 減碼 |
| Bremer Bank National Association | 1,714 | $41.1 萬 | 0.08% | −64−3.6% | 減碼 |
| Advisor Resource Council | 1,708 | $40.9 萬 | 0.13% | −2,592−60.3% | 減碼 |
| AMG National Trust Bank | 1,702 | $40.8 萬 | 0.01% | −76−4.3% | 減碼 |
| United Capital Financial Advisers, LLC | 1,680 | $40.2 萬 | 0.00% | −130−7.2% | 減碼 |
| Client 1st Advisory Group, LLC | 1,677 | $40.2 萬 | 0.21% | +91+5.7% | 加碼 |
| Fifth Third Bancorp | 1,674 | $40.1 萬 | 0.00% | +337+25.2% | 加碼 |
| Great Diamond Partners, LLC | 1,648 | $39.4 萬 | 0.11% | −20−1.2% | 減碼 |
| Allred Capital Management, LLC | 1,636 | $39.2 萬 | 0.21% | −76−4.4% | 減碼 |
| Convergence Investment Partners, LLC | 1,628 | $39.0 萬 | 0.21% | +99+6.5% | 加碼 |
| Aprio Wealth Management, LLC | 1,610 | $38.6 萬 | 0.18% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,596 | $38.2 萬 | 0.04% | −124−7.2% | 減碼 |
| Conning Inc. | 1,582 | $37.9 萬 | 0.01% | −504−24.2% | 減碼 |
| Main Street Research LLC | 1,576 | $37.8 萬 | 0.03% | +76+5.1% | 加碼 |
| PFG Advisors | 1,556 | $37.3 萬 | 0.04% | +1,556 | 新進 |
| Cetera Investment Advisers | 1,533 | $36.7 萬 | 0.01% | −299−16.3% | 減碼 |
| Precision Wealth Strategies, LLC | 1,519 | $36.4 萬 | 0.28% | +567+59.6% | 加碼 |
| Davenport & Co LLC | 1,521 | $36.4 萬 | 0.00% | +1,521 | 新進 |
| Checchi Capital Advisers, LLC | 1,511 | $36.2 萬 | 0.04% | +22+1.5% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,490 | $35.6 萬 | 0.05% | +1,490 | 新進 |
| Marathon Capital Management | 1,423 | $34.1 萬 | 0.08% | +1,423 | 新進 |
| Kovitz Investment Group Partners, LLC | 1,418 | $34.0 萬 | 0.01% | −190−11.8% | 減碼 |
| Horizon Investments, LLC | 1,418 | $34.0 萬 | 0.01% | +45+3.3% | 加碼 |
| Westover Capital Advisors, LLC | 1,406 | $33.7 萬 | 0.11% | +1,406 | 新進 |
| Dynamic Advisor Solutions LLC | 1,397 | $33.5 萬 | 0.03% | +311+28.6% | 加碼 |
| Clarius Group, LLC | 1,390 | $33.3 萬 | 0.03% | +99+7.7% | 加碼 |
| Phoenix Holdings Ltd. | 1,372 | $33.2 萬 | 0.01% | +1,372 | 新進 |
| BSW Wealth Partners | 1,377 | $33.0 萬 | 0.09% | +166+13.7% | 加碼 |
| Davy Global Fund Management Ltd | 1,375 | $32.9 萬 | 0.05% | −90−6.1% | 減碼 |
| CAPROCK Group, Inc. | 1,375 | $32.9 萬 | 0.03% | +61+4.6% | 加碼 |
| Pendal Group Limited | 1,357 | $32.5 萬 | 0.00% | −120−8.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,350 | $32.3 萬 | 0.11% | +1,350 | 新進 |
| Cresset Asset Management, LLC | 1,345 | $32.2 萬 | 0.00% | +142+11.8% | 加碼 |
| Seeyond | 1,344 | $32.1 萬 | 0.03% | −14−1.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,327 | $31.8 萬 | 0.03% | +312+30.7% | 加碼 |
| Klingenstein Fields & Co LP | 1,321 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,318 | $31.5 萬 | 0.01% | +182+16.0% | 加碼 |
| Accretive Wealth Partners, LLC | 1,310 | $31.4 萬 | 0.22% | 00.0% | 不變 |
| Spire Wealth Management | 1,301 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 1,293 | $31.0 萬 | 0.01% | +1,293 | 新進 |
| Lido Advisors, LLC | 1,291 | $30.9 萬 | 0.01% | +1,291 | 新進 |
| Regions Financial Corp | 1,254 | $30.1 萬 | 0.00% | +3+0.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,237 | $29.6 萬 | 0.00% | +1,046+547.6% | 加碼 |
| Hayden Royal, LLC | 1,228 | $29.4 萬 | 0.48% | −326−21.0% | 減碼 |
| Driehaus Capital Management LLC | 1,215 | $29.1 萬 | 0.00% | +1,215 | 新進 |
| Waldron Private Wealth LLC | 1,210 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 1,194 | $28.6 萬 | 0.21% | +143+13.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,190 | $28.5 萬 | 0.02% | +190+19.0% | 加碼 |
| Enterprise Financial Services Corp | 1,180 | $28.3 萬 | 0.04% | +199+20.3% | 加碼 |
| CIBC World Markets Inc. | 1,178 | $28.2 萬 | 0.00% | −24,841−95.5% | 減碼 |
| We Are One Seven, LLC | 1,079 | $28.2 萬 | 0.04% | −102−8.6% | 減碼 |
| Cypress Wealth Services, LLC | 1,155 | $27.7 萬 | 0.08% | −217−15.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,156 | $27.7 萬 | 0.01% | −15−1.3% | 減碼 |
| Shelton Capital Management | 1,146 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 1,145 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Qtron Investments LLC | 1,144 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 1,138 | $27.3 萬 | 0.10% | −54−4.5% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,132 | $27.1 萬 | 0.32% | 00.0% | 不變 |
| Legacy Capital Partners, Inc. | 1,125 | $26.9 萬 | 0.10% | +75+7.1% | 加碼 |
| Gateway Investment Advisers LLC | 1,120 | $26.8 萬 | 0.00% | −44−3.8% | 減碼 |
| Sustainable Growth Advisers, LP | 1,120 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,120 | $26.8 萬 | 0.08% | +1,120 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,106 | $26.5 萬 | 0.06% | +44+4.1% | 加碼 |
| Pitcairn Co | 1,103 | $26.4 萬 | 0.02% | −1,149−51.0% | 減碼 |
| Mutual Advisors, LLC | 1,102 | $26.4 萬 | 0.02% | +48+4.6% | 加碼 |
| Terra Nova Asset Management LLC | 1,098 | $26.3 萬 | 0.21% | −17−1.5% | 減碼 |
| Independent Advisor Alliance | 1,100 | $26.3 萬 | 0.01% | +52+5.0% | 加碼 |
| Center for Financial Planning, Inc. | 1,092 | $26.2 萬 | 0.06% | +29+2.7% | 加碼 |
| Kore Private Wealth LLC | 1,085 | $26.0 萬 | 0.03% | +251+30.1% | 加碼 |
| Pictet North America Advisors SA | 1,083 | $25.9 萬 | 0.03% | +90+9.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 1,054 | $25.2 萬 | 0.08% | +69+7.0% | 加碼 |
| Taylor Wealth Management Partners | 1,053 | $25.2 萬 | 0.09% | +216+25.8% | 加碼 |
| Prelude Capital Management, LLC | 1,045 | $25.0 萬 | 0.01% | −2,359−69.3% | 減碼 |
| Boothbay Fund Management, LLC | 1,038 | $24.9 萬 | 0.01% | −10,334−90.9% | 減碼 |
| One + One Wealth Management, LLC | 1,026 | $24.6 萬 | 0.18% | 00.0% | 不變 |
| Engine No. 1 LLC | 1,029 | $24.6 萬 | 0.06% | +1,029 | 新進 |
| American Portfolios Advisors | 1,022 | $24.5 萬 | 0.01% | +134+15.1% | 加碼 |
| Eqis Capital Management, Inc. | 1,011 | $24.2 萬 | 0.02% | −28−2.7% | 減碼 |
| Axiom Investment Management LLC | 1,012 | $24.1 萬 | 0.24% | −1−0.1% | 減碼 |
| XTX Topco Ltd | 1,003 | $24.0 萬 | 0.08% | −1,152−53.5% | 減碼 |
| Proficio Capital Partners LLC | 1,001 | $24.0 萬 | 0.03% | +20+2.0% | 加碼 |
| Inspire Advisors, LLC | 999 | $23.9 萬 | 0.08% | +999 | 新進 |
| Ancora Advisors, LLC | 987 | $23.6 萬 | 0.01% | +182+22.6% | 加碼 |
| AIA Group Ltd | 974 | $23.3 萬 | 0.01% | −10,646−91.6% | 減碼 |
| Andesa Financial Management Inc. | 973 | $23.3 萬 | 0.13% | −915−48.5% | 減碼 |
| Arkadios Wealth Advisors | 968 | $23.1 萬 | 0.03% | −110−10.2% | 減碼 |
| Brown Advisory Inc | 940 | $22.6 萬 | 0.00% | −127−11.9% | 減碼 |
| Sawtooth Solutions, LLC | 941 | $22.5 萬 | 0.03% | +941 | 新進 |
| Csenge Advisory Group | 924 | $22.3 萬 | 0.02% | +4+0.4% | 加碼 |
| Berger Financial Group, Inc | 925 | $22.2 萬 | 0.04% | −40−4.1% | 減碼 |
| E Fund Management Co., Ltd. | 911 | $21.8 萬 | 0.01% | +911 | 新進 |