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。
2023 年第 1 季 13F 持有人
IQVIA Holdings Inc. 在 2023/3/31 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
- 928
- 較 2022 年第 4 季 +23 家
- 持有股數
- 2.00 億
- 較 2022 年第 4 季 +3,762 萬 (+23.2%)
- 總市值
- $323.2 億
- 較 2022 年第 4 季 −$9.62 億 (−2.9%)
- 新進機構
- 86
- 另有 355 家加碼
- 清倉機構
- 63
- 另有 342 家減碼
另有 20 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 1,070 | $21.3 萬 | 0.00% | +1,070 | 新進 |
| Zions Bancorporation, N.A. | 1,073 | $21.3 萬 | 0.02% | −144−11.8% | 減碼 |
| Callan Capital, LLC | 1,074 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,085 | $21.6 萬 | 0.02% | +1,085 | 新進 |
| Ballentine Partners, LLC | 1,104 | $22.0 萬 | 0.01% | +1,104 | 新進 |
| Glenview Trust Co | 1,111 | $22.1 萬 | 0.01% | +8+0.7% | 加碼 |
| Proequities, Inc. | 1,114 | $22.2 萬 | 0.02% | +72+6.9% | 加碼 |
| Shelton Capital Management | 1,146 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,148 | $22.8 萬 | 0.02% | +1,148 | 新進 |
| High Net Worth Advisory Group LLC | 1,150 | $22.9 萬 | 0.09% | 00.0% | 不變 |
| Fundamentun, LLC | 1,173 | $23.3 萬 | 0.04% | −559−32.3% | 減碼 |
| Brown Advisory Inc | 1,183 | $23.5 萬 | 0.00% | +98+9.0% | 加碼 |
| Peterson Wealth Services | 1,186 | $23.6 萬 | 0.12% | −56−4.5% | 減碼 |
| Inspire Advisors, LLC | 1,192 | $23.7 萬 | 0.05% | +146+14.0% | 加碼 |
| Bremer Bank National Association | 1,232 | $24.5 萬 | 0.05% | −133−9.7% | 減碼 |
| Aprio Wealth Management, LLC | 1,256 | $25.0 萬 | 0.08% | +178+16.5% | 加碼 |
| Ostrum Asset Management | 1,260 | $25.1 萬 | 0.02% | +1,260 | 新進 |
| Cahaba Wealth Management, Inc. | 1,262 | $25.1 萬 | 0.03% | −55−4.2% | 減碼 |
| Pinebridge Investments, L.P. | 1,265 | $25.2 萬 | 0.00% | −27,107−95.5% | 減碼 |
| Wedmont Private Capital | 1,283 | $25.3 萬 | 0.03% | −559−30.3% | 減碼 |
| Harbor Investment Advisory, LLC | 1,277 | $25.4 萬 | 0.04% | −516−28.8% | 減碼 |
| Arkadios Wealth Advisors | 1,278 | $25.4 萬 | 0.03% | −84−6.2% | 減碼 |
| Eqis Capital Management, Inc. | 1,290 | $25.7 萬 | 0.03% | +1,290 | 新進 |
| PKO Investment Management Joint-Stock Co | 1,300 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 1,310 | $26.1 萬 | 0.17% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,310 | $26.1 萬 | 0.02% | +14+1.1% | 加碼 |
| Great Point Wealth Advisors, LLC | 1,311 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,312 | $26.1 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 1,319 | $26.2 萬 | 0.00% | +245+22.8% | 加碼 |
| Independent Advisor Alliance | 1,320 | $26.3 萬 | 0.01% | +1,320 | 新進 |
| Klingenstein Fields & Co LP | 1,321 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,322 | $26.3 萬 | 0.04% | +148+12.6% | 加碼 |
| Phoenix Holdings Ltd. | 1,360 | $26.3 萬 | 0.01% | −2,424−64.1% | 減碼 |
| Great Diamond Partners, LLC | 1,322 | $26.3 萬 | 0.08% | −8−0.6% | 減碼 |
| CAPROCK Group, Inc. | 1,325 | $26.4 萬 | 0.02% | −157−10.6% | 減碼 |
| Blueshift Asset Management, LLC | 1,330 | $26.5 萬 | 0.11% | −632−32.2% | 減碼 |
| Forum Financial Management, LP | 1,344 | $26.7 萬 | 0.01% | +16+1.2% | 加碼 |
| Waldron Private Wealth LLC | 1,349 | $26.8 萬 | 0.01% | +48+3.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,352 | $26.9 萬 | 0.02% | −2−0.1% | 減碼 |
| Enterprise Financial Services Corp | 1,358 | $27.0 萬 | 0.18% | −88−6.1% | 減碼 |
| TownSquare Capital, LLC | 1,368 | $27.2 萬 | 0.01% | +1,368 | 新進 |
| Courier Capital LLC | 1,379 | $27.4 萬 | 0.03% | +1,379 | 新進 |
| Knights of Columbus Asset Advisors LLC | 1,389 | $27.6 萬 | 0.03% | +1,389 | 新進 |
| AlphaQ Advisors LLC | 1,393 | $27.7 萬 | 0.24% | −58−4.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,398 | $27.8 萬 | 0.02% | +125+9.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,402 | $27.9 萬 | 0.05% | +110+8.5% | 加碼 |
| Atom Investors LP | 1,443 | $28.7 萬 | 0.16% | +1,443 | 新進 |
| Regions Financial Corp | 1,442 | $28.7 萬 | 0.00% | +290+25.2% | 加碼 |
| Stock Yards Bank & Trust Co | 1,451 | $28.9 萬 | 0.01% | −312−17.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,460 | $29.0 萬 | 0.01% | +1,460 | 新進 |
| Angeles Wealth Management, LLC | 1,470 | $29.2 萬 | 0.04% | −1−0.1% | 減碼 |
| Nova R Wealth, Inc. | 1,485 | $29.5 萬 | 0.20% | +12+0.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 1,490 | $29.6 萬 | 0.07% | −600−28.7% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,519 | $30.2 萬 | 0.14% | +1,519 | 新進 |
| MTM Investment Management, LLC | 1,531 | $30.5 萬 | 0.16% | +78+5.4% | 加碼 |
| Allred Capital Management, LLC | 1,538 | $30.6 萬 | 0.16% | +78+5.3% | 加碼 |
| Mutual Advisors, LLC | 1,554 | $30.9 萬 | 0.01% | +78+5.3% | 加碼 |
| Optas, LLC | 1,559 | $31.0 萬 | 0.11% | +1,559 | 新進 |
| Andesa Financial Management Inc. | 2,545 | $31.1 萬 | 0.16% | +1,200+89.2% | 加碼 |
| 9258 Wealth Management, LLC | 1,574 | $31.3 萬 | 0.06% | −38−2.4% | 減碼 |
| Siemens Fonds Invest GmbH | 1,574 | $31.3 萬 | 0.03% | −27−1.7% | 減碼 |
| BCJ Capital Management, LLC | 1,582 | $31.5 萬 | 0.03% | −219−12.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,594 | $31.7 萬 | 0.01% | +69+4.5% | 加碼 |
| Avantax Advisory Services, Inc. | 1,601 | $31.8 萬 | 0.00% | +96+6.4% | 加碼 |
| Kula Investments, LLC | 1,604 | $31.9 萬 | 0.08% | +1,604 | 新進 |
| Petrus Trust Company, LTA | 1,610 | $32.0 萬 | 0.04% | +1,610 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,623 | $32.3 萬 | 0.01% | +19+1.2% | 加碼 |
| CIBC World Markets Inc. | 1,648 | $32.8 萬 | 0.00% | +18+1.1% | 加碼 |
| Clarius Group, LLC | 1,653 | $32.9 萬 | 0.03% | +24+1.5% | 加碼 |
| Checchi Capital Advisers, LLC | 1,720 | $34.2 萬 | 0.03% | +110+6.8% | 加碼 |
| Group One Trading, L.P. | 1,723 | $34.3 萬 | 0.02% | +1,723 | 新進 |
| Fukoku Mutual Life Insurance Co | 1,730 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| Altfest L J & Co Inc | 1,755 | $34.9 萬 | 0.05% | +1+0.1% | 加碼 |
| ProVise Management Group, LLC | 1,755 | $34.9 萬 | 0.03% | −620−26.1% | 減碼 |
| AMG National Trust Bank | 1,755 | $34.9 萬 | 0.01% | −220−11.1% | 減碼 |
| EP Wealth Advisors, LLC | 5,050 | $35.4 萬 | 0.01% | +5,050 | 新進 |
| Gsa Capital Partners LLP | 1,843 | $36.7 萬 | 0.04% | −6,690−78.4% | 減碼 |
| Edge Capital Group, LLC | 1,848 | $36.8 萬 | 0.02% | +13+0.7% | 加碼 |
| Virtue Capital Management, LLC | 1,952 | $37.1 萬 | 0.06% | −90−4.4% | 減碼 |
| Vident Investment Advisory, LLC | 1,873 | $37.3 萬 | 0.01% | +541+40.6% | 加碼 |
| Ossiam | 1,905 | $37.9 萬 | 0.01% | +299+18.6% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $38.2 萬 | 0.04% | 00.0% | 不變 |
| Flputnam Investment Management Co | 1,923 | $38.2 萬 | 0.01% | +64+3.4% | 加碼 |
| EFG Asset Management (Americas) Corp. | 1,924 | $38.3 萬 | 0.09% | +210+12.3% | 加碼 |
| Simplex Trading, LLC | 1,937 | $38.5 萬 | 0.02% | +1,937 | 新進 |
| Signaturefd, LLC | 1,988 | $39.5 萬 | 0.01% | +26+1.3% | 加碼 |
| KRS Capital Management, LLC | 1,990 | $39.6 萬 | 0.45% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 2,025 | $40.3 萬 | 0.02% | +520+34.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,028 | $40.3 萬 | 0.30% | −108−5.1% | 減碼 |
| Valeo Financial Advisors, LLC | 2,031 | $40.4 萬 | 0.02% | +290+16.7% | 加碼 |
| Centaurus Financial, Inc. | 2,035 | $40.5 萬 | 0.03% | +1,522+296.7% | 加碼 |
| Regatta Capital Group, LLC | 1,977 | $40.5 萬 | 0.14% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 2,066 | $41.1 萬 | 0.31% | +131+6.8% | 加碼 |
| Busey Wealth Management | 2,080 | $41.4 萬 | 0.02% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 2,080 | $41.4 萬 | 0.03% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 2,098 | $41.7 萬 | 0.13% | −25−1.2% | 減碼 |
| John G Ullman & Associates Inc | 2,100 | $41.8 萬 | 0.07% | 00.0% | 不變 |
| Moody National Bank Trust Division | 2,103 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 2,117 | $42.1 萬 | 0.03% | −86−3.9% | 減碼 |
| Stevens Capital Management LP | 2,128 | $42.3 萬 | 0.10% | +2,128 | 新進 |