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
- 940
- 較 2021 年第 3 季 +90 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
- 150
- 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 | 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 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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 4,611 | $130.1 萬 | 0.13% | +83+1.8% | 加碼 |
| Latitude Advisors, LLC | 4,608 | $130.0 萬 | 0.36% | −146−3.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,569 | $128.9 萬 | 0.02% | +352+8.3% | 加碼 |
| Fiduciary Trust Co | 4,514 | $127.4 萬 | 0.02% | −86−1.9% | 減碼 |
| Bridgewater Associates, LP | 4,456 | $125.7 萬 | 0.01% | −3,432−43.5% | 減碼 |
| CWM Advisors, LLC | 4,404 | $124.2 萬 | 0.14% | +584+15.3% | 加碼 |
| Cigna Investments Inc | 4,341 | $122.4 萬 | 0.10% | −1,510−25.8% | 減碼 |
| Liberty One Investment Management, LLC | 4,317 | $121.8 萬 | 0.18% | −552−11.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,262 | $120.2 萬 | 0.12% | +184+4.5% | 加碼 |
| Gyon Technologies Capital Management, LP | 4,250 | $119.9 萬 | 0.22% | +4,250 | 新進 |
| Kinneret Advisory, LLC | 4,220 | $119.1 萬 | 0.12% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 4,155 | $117.2 萬 | 0.25% | +65+1.6% | 加碼 |
| Natixis Investment Managers International | 4,030 | $113.7 萬 | 0.06% | +1,035+34.6% | 加碼 |
| Summit X, LLC | 4,022 | $113.2 萬 | 0.26% | +75+1.9% | 加碼 |
| Avestar Capital, LLC | 3,956 | $111.6 萬 | 0.20% | +3,956 | 新進 |
| Advisory Services Network, LLC | 3,945 | $111.2 萬 | 0.03% | +101+2.6% | 加碼 |
| ProVise Management Group, LLC | 3,892 | $109.8 萬 | 0.10% | −14−0.4% | 減碼 |
| Ratan Capital Management LP | 3,842 | $108.4 萬 | 0.17% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,764 | $106.2 萬 | 0.68% | −250−6.2% | 減碼 |
| Integrated Advisors Network LLC | 3,762 | $106.1 萬 | 0.06% | +110+3.0% | 加碼 |
| Toroso Investments, LLC | 3,741 | $105.6 萬 | 0.03% | +388+11.6% | 加碼 |
| Dimension Capital Management LLC | 3,719 | $105.0 萬 | 0.20% | 00.0% | 不變 |
| Engineers Gate Manager LP | 3,715 | $104.8 萬 | 0.05% | −13,589−78.5% | 減碼 |
| Baldwin Investment Management, LLC | 3,700 | $104.4 萬 | 0.27% | +45+1.2% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,680 | $103.8 萬 | 0.28% | 00.0% | 不變 |
| Humankind Investments LLC | 3,668 | $103.5 萬 | 0.42% | +197+5.7% | 加碼 |
| United Community Bank | 3,637 | $102.6 萬 | 1.03% | +3,637 | 新進 |
| BCJ Capital Management, LLC | 3,615 | $102.0 萬 | 0.10% | +411+12.8% | 加碼 |
| Banque Pictet & Cie SA | 3,533 | $99.7 萬 | 0.01% | +250+7.6% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,246 | $99.3 萬 | 0.64% | +4,246 | 新進 |
| TD Waterhouse Canada Inc. | 3,640 | $98.3 萬 | 0.01% | +3,640 | 新進 |
| Lincoln National Corp | 3,471 | $97.9 萬 | 0.02% | +83+2.4% | 加碼 |
| Burns Matteson Capital Management, LLC | 3,457 | $97.5 萬 | 0.66% | +338+10.8% | 加碼 |
| Global Trust Asset Management, LLC | 3,443 | $97.1 萬 | 0.38% | 00.0% | 不變 |
| Atlas Private Wealth Management | 3,425 | $96.6 萬 | 0.54% | −100−2.8% | 減碼 |
| First Pacific Advisors, LP | 3,385 | $95.5 萬 | 0.01% | 00.0% | 不變 |
| Michael B. Yongue | 3,384 | $95.5 萬 | 0.64% | +65+2.0% | 加碼 |
| Westover Capital Advisors, LLC | 3,377 | $95.3 萬 | 0.28% | +1,971+140.2% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,367 | $94.9 萬 | 0.50% | −5,639−62.6% | 減碼 |
| Nomura Holdings Inc | 3,324 | $93.8 萬 | 0.01% | −979−22.8% | 減碼 |
| Papp L Roy & Associates | 3,321 | $93.7 萬 | 0.11% | 00.0% | 不變 |
| National Bank of Canada | 3,287 | $92.8 萬 | 0.00% | +3,287 | 新進 |
| Creative Planning | 3,212 | $90.6 萬 | 0.00% | −93−2.8% | 減碼 |
| 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 |
| Principal Street Partners, LLC | 3,174 | $89.6 萬 | 0.22% | +3,174 | 新進 |
| IBM Retirement Fund | 3,169 | $89.4 萬 | 0.11% | −2,200−41.0% | 減碼 |
| 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 |
| Glenmede Trust Co NA | 3,096 | $87.2 萬 | 0.00% | +339+12.3% | 加碼 |
| Quest Capital Management Inc | 3,050 | $86.1 萬 | 0.15% | +130+4.5% | 加碼 |
| Platform Technology Partners | 3,033 | $85.6 萬 | 0.38% | 00.0% | 不變 |
| NVWM, LLC | 3,027 | $85.5 萬 | 0.27% | +492+19.4% | 加碼 |
| Greenleaf Trust | 3,008 | $84.9 萬 | 0.01% | +37+1.2% | 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 |
| Wealthfront Advisers LLC | 2,939 | $83.0 萬 | 0.00% | +629+27.2% | 加碼 |
| Fulton Bank, N.A. | 2,928 | $82.6 萬 | 0.04% | +403+16.0% | 加碼 |
| Demars Financial Group, LLC | 2,841 | $80.2 萬 | 0.42% | −287−9.2% | 減碼 |
| NEXT Financial Group, Inc | 2,831 | $79.9 萬 | 0.05% | +240+9.3% | 加碼 |
| Magnolia Capital Advisors LLC | 2,807 | $79.2 萬 | 0.23% | +13+0.5% | 加碼 |
| Welch & Forbes LLC | 2,800 | $79.0 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 2,795 | $78.9 萬 | 0.01% | −10,454−78.9% | 減碼 |
| Wetherby Asset Management Inc | 2,761 | $77.9 萬 | 0.04% | +102+3.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,746 | $77.5 萬 | 0.10% | 00.0% | 不變 |
| Advisor Partners LLC | 2,730 | $77.1 萬 | 0.05% | −57−2.0% | 減碼 |
| Integrated Wealth Concepts LLC | 2,725 | $76.9 萬 | 0.02% | −5−0.2% | 減碼 |
| Veritable, L.P. | 2,721 | $76.8 萬 | 0.01% | +90+3.4% | 加碼 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 2,678 | $75.6 萬 | 0.18% | +2,678 | 新進 |
| Lyell Wealth Management, LP | 2,599 | $73.3 萬 | 0.08% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 2,591 | $73.1 萬 | 0.03% | +1,777+218.3% | 加碼 |
| 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 |
| Virtue Capital Management, LLC | 2,566 | $72.4 萬 | 0.11% | −79−3.0% | 減碼 |
| Cresset Asset Management, LLC | 2,542 | $71.7 萬 | 0.01% | +1,197+89.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,504 | $70.6 萬 | 0.02% | −76−2.9% | 減碼 |
| BW Gestao de Investimentos Ltda. | 2,500 | $70.5 萬 | 0.21% | −4,500−64.3% | 減碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $69.4 萬 | 0.03% | 00.0% | 不變 |
| Partners Group Holding AG | 2,446 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,431 | $68.6 萬 | 0.04% | +2,431 | 新進 |
| Toth Financial Advisory Corp | 2,425 | $68.4 萬 | 0.09% | +2,200+977.8% | 加碼 |
| Assenagon Asset Management S.A. | 2,404 | $67.8 萬 | 0.00% | −403,124−99.4% | 減碼 |
| Metatron Capital SICAV plc | 2,400 | $67.7 萬 | 0.64% | +2,400 | 新進 |
| Intact Investment Management Inc. | 2,400 | $67.7 萬 | 0.02% | +2,400 | 新進 |
| Avantax Advisory Services, Inc. | 2,396 | $67.6 萬 | 0.01% | −389−14.0% | 減碼 |
| Partners Capital Investment Group, LLP | 2,374 | $67.0 萬 | 0.03% | +2,374 | 新進 |
| Great Lakes Advisors, LLC | 2,371 | $66.9 萬 | 0.01% | −181−7.1% | 減碼 |
| Vestcor Inc | 2,365 | $66.7 萬 | 0.02% | −460−16.3% | 減碼 |
| Fox Run Management, L.L.C. | 2,356 | $66.5 萬 | 0.39% | +2,356 | 新進 |
| Bowman & Co S.C. | 2,358 | $66.3 萬 | 0.51% | +2,358 | 新進 |
| Dynamic Technology Lab Private Ltd | 2,328 | $65.7 萬 | 0.07% | −5,638−70.8% | 減碼 |
| Regentatlantic Capital LLC | 2,283 | $64.4 萬 | 0.02% | +459+25.2% | 加碼 |
| Signaturefd, LLC | 2,251 | $63.5 萬 | 0.02% | +234+11.6% | 加碼 |
| XTX Topco Ltd | 2,246 | $63.4 萬 | 0.36% | +1,243+123.9% | 加碼 |
| Precision Wealth Strategies, LLC | 2,245 | $63.3 萬 | 0.46% | +726+47.8% | 加碼 |
| Perigon Wealth Management, LLC | 2,229 | $62.9 萬 | 0.05% | +47+2.2% | 加碼 |
| We Are One Seven, LLC | 2,227 | $62.8 萬 | 0.07% | +1,148+106.4% | 加碼 |
| FORA Capital, LLC | 2,216 | $62.5 萬 | 0.24% | +2,216 | 新進 |