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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 1,753 | $49.4 萬 | 0.24% | +117+7.2% | 加碼 |
| Symmetry Partners, LLC | 1,772 | $50.0 萬 | 0.03% | −836−32.1% | 減碼 |
| Tarbox Family Office, Inc. | 1,797 | $50.7 萬 | 0.09% | 00.0% | 不變 |
| Flputnam Investment Management Co | 1,812 | $51.1 萬 | 0.02% | +4+0.2% | 加碼 |
| Trust Asset Management LLC | 1,821 | $51.4 萬 | 0.06% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 1,830 | $51.6 萬 | 0.04% | +16+0.9% | 加碼 |
| Group One Trading, L.P. | 1,835 | $51.8 萬 | 0.01% | +1,835 | 新進 |
| Clear Perspective Advisors, LLC | 1,848 | $52.1 萬 | 0.16% | 00.0% | 不變 |
| Cowen and Company, LLC | 1,878 | $53.0 萬 | 0.05% | +1,878 | 新進 |
| Outlook Wealth Advisors, LLC | 1,888 | $53.3 萬 | 0.16% | +61+3.3% | 加碼 |
| Davenport & Co LLC | 1,906 | $53.8 萬 | 0.00% | +385+25.3% | 加碼 |
| Coldstream Capital Management Inc | 1,912 | $53.9 萬 | 0.02% | +1,912 | 新進 |
| Principle Wealth Partners LLC | 1,920 | $54.2 萬 | 0.06% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 1,925 | $54.3 萬 | 0.27% | +248+14.8% | 加碼 |
| Globeflex Capital L P | 1,945 | $54.9 萬 | 0.11% | 00.0% | 不變 |
| V Wealth Advisors LLC | 1,945 | $54.9 萬 | 0.08% | 00.0% | 不變 |
| Inverness Counsel LLC | 1,948 | $55.0 萬 | 0.02% | −943−32.6% | 減碼 |
| Ironsides Asset Advisors, LLC | 1,960 | $55.3 萬 | 0.15% | −100−4.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,961 | $55.3 萬 | 0.45% | +29+1.5% | 加碼 |
| Regatta Capital Group, LLC | 1,974 | $55.7 萬 | 0.19% | +1,974 | 新進 |
| CAPROCK Group, Inc. | 1,987 | $56.1 萬 | 0.05% | +612+44.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,999 | $56.4 萬 | 0.04% | +145+7.8% | 加碼 |
| Roberts Capital Advisors, LLC | 1,999 | $56.4 萬 | 0.53% | +1,999 | 新進 |
| Siemens Fonds Invest GmbH | 1,999 | $56.5 萬 | 0.04% | −7−0.3% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,006 | $56.6 萬 | 0.20% | +868+76.3% | 加碼 |
| KRS Capital Management, LLC | 2,040 | $57.5 萬 | 0.49% | +2,040 | 新進 |
| Leonteq Securities AG | 2,071 | $58.4 萬 | 0.03% | +242+13.2% | 加碼 |
| Northeast Financial Consultants Inc | 2,080 | $58.7 萬 | 0.04% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 2,100 | $59.2 萬 | 0.08% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 2,111 | $59.6 萬 | 0.06% | 00.0% | 不變 |
| CIBC World Markets Inc. | 2,119 | $59.8 萬 | 0.00% | +941+79.9% | 加碼 |
| Busey Wealth Management | 2,130 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,137 | $60.3 萬 | 0.00% | −210−8.9% | 減碼 |
| Fifth Third Bancorp | 2,146 | $60.5 萬 | 0.00% | +472+28.2% | 加碼 |
| Keybank National Association | 2,165 | $61.1 萬 | 0.00% | −65−2.9% | 減碼 |
| IFP Advisors, Inc | 2,166 | $61.4 萬 | 0.01% | +214+11.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 2,182 | $61.5 萬 | 0.26% | +2,182 | 新進 |
| Sawtooth Solutions, LLC | 2,188 | $61.8 萬 | 0.07% | +1,247+132.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 2,209 | $62.3 萬 | 0.01% | +2,209 | 新進 |
| FORA Capital, LLC | 2,216 | $62.5 萬 | 0.24% | +2,216 | 新進 |
| We Are One Seven, LLC | 2,227 | $62.8 萬 | 0.07% | +1,148+106.4% | 加碼 |
| Perigon Wealth Management, LLC | 2,229 | $62.9 萬 | 0.05% | +47+2.2% | 加碼 |
| Precision Wealth Strategies, LLC | 2,245 | $63.3 萬 | 0.46% | +726+47.8% | 加碼 |
| XTX Topco Ltd | 2,246 | $63.4 萬 | 0.36% | +1,243+123.9% | 加碼 |
| Signaturefd, LLC | 2,251 | $63.5 萬 | 0.02% | +234+11.6% | 加碼 |
| Regentatlantic Capital LLC | 2,283 | $64.4 萬 | 0.02% | +459+25.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,328 | $65.7 萬 | 0.07% | −5,638−70.8% | 減碼 |
| Bowman & Co S.C. | 2,358 | $66.3 萬 | 0.51% | +2,358 | 新進 |
| Fox Run Management, L.L.C. | 2,356 | $66.5 萬 | 0.39% | +2,356 | 新進 |
| Vestcor Inc | 2,365 | $66.7 萬 | 0.02% | −460−16.3% | 減碼 |
| Great Lakes Advisors, LLC | 2,371 | $66.9 萬 | 0.01% | −181−7.1% | 減碼 |
| Partners Capital Investment Group, LLP | 2,374 | $67.0 萬 | 0.03% | +2,374 | 新進 |
| Avantax Advisory Services, Inc. | 2,396 | $67.6 萬 | 0.01% | −389−14.0% | 減碼 |
| Intact Investment Management Inc. | 2,400 | $67.7 萬 | 0.02% | +2,400 | 新進 |
| Metatron Capital SICAV plc | 2,400 | $67.7 萬 | 0.64% | +2,400 | 新進 |
| Assenagon Asset Management S.A. | 2,404 | $67.8 萬 | 0.00% | −403,124−99.4% | 減碼 |
| Toth Financial Advisory Corp | 2,425 | $68.4 萬 | 0.09% | +2,200+977.8% | 加碼 |
| Summit Trail Advisors, LLC | 2,431 | $68.6 萬 | 0.04% | +2,431 | 新進 |
| Partners Group Holding AG | 2,446 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 2,459 | $69.4 萬 | 0.03% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 2,500 | $70.5 萬 | 0.21% | −4,500−64.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,504 | $70.6 萬 | 0.02% | −76−2.9% | 減碼 |
| Cresset Asset Management, LLC | 2,542 | $71.7 萬 | 0.01% | +1,197+89.0% | 加碼 |
| Virtue Capital Management, LLC | 2,566 | $72.4 萬 | 0.11% | −79−3.0% | 減碼 |
| Guardian Capital LP | 2,581 | $72.8 萬 | 0.01% | +32+1.3% | 加碼 |
| Strategic Blueprint, LLC | 2,579 | $72.8 萬 | 0.09% | +41+1.6% | 加碼 |
| Salem Investment Counselors Inc | 2,591 | $73.1 萬 | 0.03% | +1,777+218.3% | 加碼 |
| Lyell Wealth Management, LP | 2,599 | $73.3 萬 | 0.08% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 2,678 | $75.6 萬 | 0.18% | +2,678 | 新進 |
| Kerrisdale Advisers, LLC | 2,692 | $76.0 萬 | 0.16% | −160,217−98.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 2,693 | $76.0 萬 | 0.13% | −216−7.4% | 減碼 |
| Veritable, L.P. | 2,721 | $76.8 萬 | 0.01% | +90+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 2,725 | $76.9 萬 | 0.02% | −5−0.2% | 減碼 |
| Advisor Partners LLC | 2,730 | $77.1 萬 | 0.05% | −57−2.0% | 減碼 |
| Wellington Shields Capital Management, LLC | 2,746 | $77.5 萬 | 0.10% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,761 | $77.9 萬 | 0.04% | +102+3.8% | 加碼 |
| AE Wealth Management LLC | 2,795 | $78.9 萬 | 0.01% | −10,454−78.9% | 減碼 |
| Welch & Forbes LLC | 2,800 | $79.0 萬 | 0.01% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,807 | $79.2 萬 | 0.23% | +13+0.5% | 加碼 |
| NEXT Financial Group, Inc | 2,831 | $79.9 萬 | 0.05% | +240+9.3% | 加碼 |
| Demars Financial Group, LLC | 2,841 | $80.2 萬 | 0.42% | −287−9.2% | 減碼 |
| Fulton Bank, N.A. | 2,928 | $82.6 萬 | 0.04% | +403+16.0% | 加碼 |
| Wealthfront Advisers LLC | 2,939 | $83.0 萬 | 0.00% | +629+27.2% | 加碼 |
| Pensionfund DSM Netherlands | 3,000 | $84.6 萬 | 0.10% | 00.0% | 不變 |
| S&CO Inc | 3,000 | $84.6 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 3,008 | $84.9 萬 | 0.01% | +37+1.2% | 加碼 |
| NVWM, LLC | 3,027 | $85.5 萬 | 0.27% | +492+19.4% | 加碼 |
| Platform Technology Partners | 3,033 | $85.6 萬 | 0.38% | 00.0% | 不變 |
| Quest Capital Management Inc | 3,050 | $86.1 萬 | 0.15% | +130+4.5% | 加碼 |
| Glenmede Trust Co NA | 3,096 | $87.2 萬 | 0.00% | +339+12.3% | 加碼 |
| IndexIQ Advisors LLC | 3,139 | $88.6 萬 | 0.03% | −115−3.5% | 減碼 |
| Empirical Finance, LLC | 3,140 | $88.6 萬 | 0.10% | +883+39.1% | 加碼 |
| IBM Retirement Fund | 3,169 | $89.4 萬 | 0.11% | −2,200−41.0% | 減碼 |
| Principal Street Partners, LLC | 3,174 | $89.6 萬 | 0.22% | +3,174 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 3,181 | $89.7 萬 | 0.15% | +74+2.4% | 加碼 |
| Park Avenue Securities LLC | 3,181 | $89.7 萬 | 0.02% | +181+6.0% | 加碼 |
| Creative Planning | 3,212 | $90.6 萬 | 0.00% | −93−2.8% | 減碼 |
| National Bank of Canada | 3,287 | $92.8 萬 | 0.00% | +3,287 | 新進 |
| Papp L Roy & Associates | 3,321 | $93.7 萬 | 0.11% | 00.0% | 不變 |
| Nomura Holdings Inc | 3,324 | $93.8 萬 | 0.01% | −979−22.8% | 減碼 |