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 4 季 13F 持有人
IQVIA Holdings Inc. 在 2021/12/31 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
- 939
- 較 2021 年第 3 季 +89 家
- 持有股數
- 1.67 億
- 較 2021 年第 3 季 −32.0 萬 (−0.2%)
- 總市值
- $469.7 億
- 較 2021 年第 3 季 +$69.6 億 (+17.4%)
- 新進機構
- 149
- 另有 348 家加碼
- 清倉機構
- 60
- 另有 301 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 904 | $25.5 萬 | 0.19% | 00.0% | 不變 |
| Berger Financial Group, Inc | 909 | $25.6 萬 | 0.03% | −16−1.7% | 減碼 |
| GraniteShares Advisors LLC | 908 | $25.6 萬 | 0.12% | +908 | 新進 |
| Confluence Wealth Services, Inc. | 910 | $25.6 萬 | 0.08% | +910 | 新進 |
| Fractal Investments LLC | 910 | $25.7 萬 | 0.09% | +910 | 新進 |
| First Business Financial Services, Inc. | 943 | $26.6 萬 | 0.03% | +105+12.5% | 加碼 |
| One + One Wealth Management, LLC | 946 | $26.7 萬 | 0.18% | −80−7.8% | 減碼 |
| Proficio Capital Partners LLC | 951 | $26.8 萬 | 0.04% | −50−5.0% | 減碼 |
| Terra Nova Asset Management LLC | 979 | $27.6 萬 | 0.21% | −119−10.8% | 減碼 |
| AIA Group Ltd | 993 | $28.0 萬 | 0.01% | +19+2.0% | 加碼 |
| Gabelli Funds LLC | 1,000 | $28.2 萬 | 0.00% | +1,000 | 新進 |
| Axiom Investment Management LLC | 1,010 | $28.4 萬 | 0.28% | −2−0.2% | 減碼 |
| Brown Advisory Inc | 1,019 | $28.8 萬 | 0.00% | +79+8.4% | 加碼 |
| Gateway Investment Advisers LLC | 1,025 | $28.9 萬 | 0.00% | −95−8.5% | 減碼 |
| Baker Avenue Asset Management, LP | 1,029 | $29.0 萬 | 0.01% | +1,029 | 新進 |
| Pictet North America Advisors SA | 1,033 | $29.1 萬 | 0.03% | −50−4.6% | 減碼 |
| Quantinno Capital Management LP | 1,036 | $29.2 萬 | 0.05% | +1,036 | 新進 |
| Ergoteles LLC | 1,037 | $29.3 萬 | 0.01% | +1,037 | 新進 |
| Cypress Capital Group | 1,046 | $29.5 萬 | 0.04% | +176+20.2% | 加碼 |
| Cim Investment Mangement Inc | 1,044 | $29.5 萬 | 0.09% | +1,044 | 新進 |
| First Long Island Investors, LLC | 1,049 | $29.6 萬 | 0.02% | +1,049 | 新進 |
| Ellevest, Inc. | 1,065 | $30.0 萬 | 0.03% | +818+331.2% | 加碼 |
| Acorn Financial Advisory Services Inc | 1,066 | $30.1 萬 | 0.06% | +12+1.1% | 加碼 |
| Center for Financial Planning, Inc. | 1,092 | $30.8 萬 | 0.06% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 1,728 | $31.0 萬 | 0.01% | +310+21.9% | 加碼 |
| Pitcairn Co | 1,103 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Mutual Advisors, LLC | 1,112 | $31.4 萬 | 0.02% | +10+0.9% | 加碼 |
| Sustainable Growth Advisers, LP | 1,120 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Legacy Capital Partners, Inc. | 1,125 | $31.7 萬 | 0.10% | 00.0% | 不變 |
| Andesa Financial Management Inc. | 1,122 | $31.7 萬 | 0.16% | +149+15.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,140 | $32.2 萬 | 0.01% | −16−1.4% | 減碼 |
| Shelton Capital Management | 1,146 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 1,144 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,145 | $32.3 萬 | 0.02% | +1,145 | 新進 |
| 9258 Wealth Management, LLC | 1,147 | $32.4 萬 | 0.07% | +1,147 | 新進 |
| High Net Worth Advisory Group LLC | 1,170 | $33.0 萬 | 0.12% | +1,170 | 新進 |
| Barrett Asset Management, LLC | 1,174 | $33.1 萬 | 0.01% | +1,054+878.3% | 加碼 |
| Arkadios Wealth Advisors | 1,181 | $33.3 萬 | 0.04% | +213+22.0% | 加碼 |
| Machina Capital S.A.S. | 1,190 | $33.6 萬 | 0.81% | −1,809−60.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 1,197 | $33.8 萬 | 0.24% | +3+0.3% | 加碼 |
| First Horizon Advisors, Inc. | 1,211 | $34.0 萬 | 0.01% | −107−8.1% | 減碼 |
| OneAscent Financial Services LLC | 1,209 | $34.1 萬 | 0.65% | −709−37.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,215 | $34.3 萬 | 0.07% | +109+9.9% | 加碼 |
| Hayden Royal, LLC | 1,230 | $34.7 萬 | 0.81% | +2+0.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,230 | $34.7 萬 | 0.03% | +40+3.4% | 加碼 |
| Enterprise Financial Services Corp | 1,230 | $34.7 萬 | 0.05% | +50+4.2% | 加碼 |
| Jane Street Group, LLC | 1,247 | $35.2 萬 | 0.00% | −6,188−83.2% | 減碼 |
| Cypress Wealth Services, LLC | 1,247 | $35.2 萬 | 0.10% | +92+8.0% | 加碼 |
| Alps Advisors Inc | 1,250 | $35.3 萬 | 0.00% | +105+9.2% | 加碼 |
| Taylor Wealth Management Partners | 1,253 | $35.4 萬 | 0.12% | +200+19.0% | 加碼 |
| Regions Financial Corp | 1,266 | $35.7 萬 | 0.00% | +12+1.0% | 加碼 |
| Independent Advisor Alliance | 1,269 | $35.8 萬 | 0.02% | +169+15.4% | 加碼 |
| West Bancorporation Inc | 1,270 | $35.8 萬 | 0.28% | +1,270 | 新進 |
| Panagora Asset Management Inc | 1,303 | $36.8 萬 | 0.00% | −155,571−99.2% | 減碼 |
| Engine No. 1 LLC | 1,306 | $36.8 萬 | 0.08% | +277+26.9% | 加碼 |
| Great Point Wealth Advisors, LLC | 1,304 | $36.8 萬 | 0.11% | +1,304 | 新進 |
| Two Sigma Securities, LLC | 1,309 | $36.9 萬 | 0.07% | +1,309 | 新進 |
| MBB Public Markets I LLC | 1,307 | $36.9 萬 | 0.01% | +1,307 | 新進 |
| Accretive Wealth Partners, LLC | 1,310 | $37.0 萬 | 0.24% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 1,321 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 1,330 | $37.5 萬 | 0.02% | +120+9.9% | 加碼 |
| Seeyond | 1,344 | $37.9 萬 | 0.04% | 00.0% | 不變 |
| Conning Inc. | 1,347 | $38.0 萬 | 0.01% | −235−14.9% | 減碼 |
| Jump Financial, LLC | 1,350 | $38.1 萬 | 0.02% | −5,006−78.8% | 減碼 |
| Teza Capital Management LLC | 1,360 | $38.4 萬 | 0.10% | +1,360 | 新進 |
| PAX Financial Group, LLC | 1,360 | $38.4 萬 | 0.09% | +1,360 | 新進 |
| Gladstone Institutional Advisory LLC | 1,364 | $38.5 萬 | 0.03% | +37+2.8% | 加碼 |
| One Wealth Advisors, LLC | 1,371 | $38.7 萬 | 0.10% | +251+22.4% | 加碼 |
| Davy Global Fund Management Ltd | 1,375 | $38.8 萬 | 0.06% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 1,405 | $39.6 萬 | 0.16% | −2,096−59.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,433 | $40.4 萬 | 0.03% | −900−38.6% | 減碼 |
| Convergence Investment Partners, LLC | 1,435 | $40.5 萬 | 0.21% | −193−11.9% | 減碼 |
| Versor Investments LP | 1,443 | $40.7 萬 | 0.01% | +1,443 | 新進 |
| BSW Wealth Partners | 1,464 | $41.3 萬 | 0.10% | +87+6.3% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,475 | $41.6 萬 | 0.06% | −15−1.0% | 減碼 |
| Inspire Advisors, LLC | 1,474 | $41.6 萬 | 0.12% | +475+47.5% | 加碼 |
| Nova R Wealth, Inc. | 1,483 | $41.8 萬 | 0.34% | +1,483 | 新進 |
| Horizon Investments, LLC | 1,492 | $42.1 萬 | 0.01% | +74+5.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,495 | $42.2 萬 | 0.03% | +98+7.0% | 加碼 |
| Zions Bancorporation, N.A. | 1,502 | $42.4 萬 | 0.04% | −94−5.9% | 減碼 |
| Checchi Capital Advisers, LLC | 1,522 | $42.9 萬 | 0.05% | +11+0.7% | 加碼 |
| Clarius Group, LLC | 1,529 | $43.1 萬 | 0.03% | +139+10.0% | 加碼 |
| Angeles Investment Advisors, LLC | 1,537 | $43.4 萬 | 0.02% | −281−15.5% | 減碼 |
| Heartland Bank & Trust Co | 1,558 | $44.0 萬 | 0.33% | −1,328−46.0% | 減碼 |
| Aprio Wealth Management, LLC | 1,560 | $44.0 萬 | 0.18% | −50−3.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 1,567 | $44.2 萬 | 0.15% | +1,567 | 新進 |
| Fulcrum Asset Management LLP | – | $44.5 萬 | 0.22% | – | – |
| Main Street Research LLC | 1,576 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,591 | $44.9 萬 | 0.42% | +1,591 | 新進 |
| Bremer Bank National Association | 1,638 | $46.2 萬 | 0.08% | −76−4.4% | 減碼 |
| PFG Advisors | 1,636 | $46.2 萬 | 0.05% | +80+5.1% | 加碼 |
| Cetera Investment Advisers | 1,647 | $46.5 萬 | 0.01% | +114+7.4% | 加碼 |
| Metis Global Partners, LLC | 1,672 | $47.2 萬 | 0.13% | +1,672 | 新進 |
| Great Diamond Partners, LLC | 1,680 | $47.3 萬 | 0.12% | +32+1.9% | 加碼 |
| AMG National Trust Bank | 1,702 | $48.0 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,718 | $48.5 萬 | 0.00% | +38+2.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 1,729 | $48.7 萬 | 0.00% | −40−2.3% | 減碼 |
| Fieldpoint Private Securities, LLC | 1,726 | $48.7 萬 | 0.10% | +901+109.2% | 加碼 |
| Fundamentun, LLC | 1,732 | $48.9 萬 | 0.08% | −799−31.6% | 減碼 |
| Lido Advisors, LLC | 1,734 | $48.9 萬 | 0.01% | +443+34.3% | 加碼 |