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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 2,130 | $42.4 萬 | 0.31% | 00.0% | 不變 |
| Inceptionr LLC | 2,134 | $42.4 萬 | 0.14% | +144+7.2% | 加碼 |
| Lumature Wealth Partners, LLC | 2,142 | $42.6 萬 | 0.24% | −112−5.0% | 減碼 |
| Veracity Capital LLC | 2,144 | $42.6 萬 | 0.20% | −17−0.8% | 減碼 |
| Ironsides Asset Advisors, LLC | 2,145 | $42.7 萬 | 0.19% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 2,162 | $43.0 萬 | 0.03% | −634−22.7% | 減碼 |
| MSH Capital Advisors LLC | 2,176 | $43.3 萬 | 0.18% | +482+28.5% | 加碼 |
| Trust Asset Management LLC | 2,194 | $43.6 萬 | 0.05% | +60+2.8% | 加碼 |
| We Are One Seven, LLC | 2,218 | $44.1 萬 | 0.03% | +178+8.7% | 加碼 |
| Cigna Investments Inc | 2,236 | $44.5 萬 | 0.09% | −50−2.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,242 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,244 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,243 | $44.6 萬 | 0.01% | +138+6.6% | 加碼 |
| Fund Management at Engine No. 1 LLC | 2,251 | $44.8 萬 | 0.09% | +207+10.1% | 加碼 |
| Outlook Wealth Advisors, LLC | 2,270 | $45.1 萬 | 0.20% | +87+4.0% | 加碼 |
| FDx Advisors, Inc. | 2,210 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| CWM Advisors, LLC | 2,280 | $45.4 萬 | 0.06% | +189+9.0% | 加碼 |
| Gabelli Funds LLC | 2,300 | $45.7 萬 | 0.00% | +850+58.6% | 加碼 |
| Pitcairn Co | 2,327 | $46.3 萬 | 0.04% | +85+3.8% | 加碼 |
| Partners Capital Investment Group, LLP | 2,374 | $47.2 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 2,413 | $48.0 萬 | 0.01% | −277−10.3% | 減碼 |
| Strategic Blueprint, LLC | 2,426 | $48.3 萬 | 0.05% | −43−1.7% | 減碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $48.9 萬 | 0.02% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,459 | $48.9 萬 | 0.12% | +178+7.8% | 加碼 |
| Meridian Wealth Management, LLC | 2,478 | $49.3 萬 | 0.04% | +290+13.3% | 加碼 |
| Integrated Wealth Concepts LLC | 2,483 | $49.4 萬 | 0.01% | +94+3.9% | 加碼 |
| Renaissance Technologies LLC | 2,500 | $49.7 萬 | 0.00% | +2,500 | 新進 |
| Welch & Forbes LLC | 2,600 | $51.7 萬 | 0.01% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 2,645 | $52.6 萬 | 0.17% | +2,645 | 新進 |
| Wetherby Asset Management Inc | 2,664 | $53.0 萬 | 0.03% | −87−3.2% | 減碼 |
| Mirabella Financial Services LLP | 2,693 | $53.6 萬 | 0.11% | +2,693 | 新進 |
| MQS Management LLC | 2,718 | $54.1 萬 | 0.35% | +1,598+142.7% | 加碼 |
| Financial Insights, Inc. | 2,729 | $54.3 萬 | 0.22% | +2,729 | 新進 |
| CWM, LLC | 2,742 | $54.5 萬 | 0.00% | −296−9.7% | 減碼 |
| Magnolia Capital Advisors LLC | 2,744 | $54.6 萬 | 0.28% | +300+12.3% | 加碼 |
| Veritable, L.P. | 2,772 | $55.1 萬 | 0.01% | −562−16.9% | 減碼 |
| Echo Street Capital Management LLC | 2,799 | $55.7 萬 | 0.01% | −13,841−83.2% | 減碼 |
| Intact Investment Management Inc. | 2,800 | $55.7 萬 | 0.02% | 00.0% | 不變 |
| Platform Technology Partners | 2,800 | $55.7 萬 | 0.28% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,821 | $56.1 萬 | 0.01% | −69−2.4% | 減碼 |
| United Capital Financial Advisers, LLC | 2,837 | $56.4 萬 | 0.00% | +455+19.1% | 加碼 |
| Profund Advisors LLC | 2,840 | $56.5 萬 | 0.03% | −19,075−87.0% | 減碼 |
| Coldstream Capital Management Inc | 2,871 | $57.1 萬 | 0.02% | +124+4.5% | 加碼 |
| Perigon Wealth Management, LLC | 2,919 | $58.1 萬 | 0.03% | +4+0.1% | 加碼 |
| Unigestion Holding SA | 2,990 | $58.3 萬 | 0.03% | −968−24.5% | 減碼 |
| Greenleaf Trust | 2,939 | $58.5 萬 | 0.01% | −182−5.8% | 減碼 |
| Baldwin Investment Management, LLC | 2,988 | $59.4 萬 | 0.11% | −87−2.8% | 減碼 |
| S&CO Inc | 3,000 | $59.6 萬 | 0.05% | 00.0% | 不變 |
| AtonRa Partners | 3,017 | $60.0 萬 | 0.88% | −313−9.4% | 減碼 |
| V Wealth Advisors LLC | 3,020 | $60.1 萬 | 0.11% | −18−0.6% | 減碼 |
| Cetera Advisors LLC | 3,055 | $60.8 萬 | 0.01% | −89−2.8% | 減碼 |
| Leonteq Securities AG | 3,062 | $60.9 萬 | 0.06% | +837+37.6% | 加碼 |
| Agf Management Ltd | 3,077 | $61.2 萬 | 0.00% | +3,077 | 新進 |
| Meeder Advisory Services, Inc. | 3,086 | $61.4 萬 | 0.07% | −15−0.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 3,090 | $61.5 萬 | 0.36% | +3,090 | 新進 |
| Jefferies Financial Group Inc. | 3,118 | $62.0 萬 | 0.01% | −3,335−51.7% | 減碼 |
| ETF Managers Group, LLC | 3,121 | $62.1 萬 | 0.02% | +46+1.5% | 加碼 |
| Integrated Advisors Network LLC | 3,126 | $62.2 萬 | 0.04% | −1,468−32.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,164 | $62.9 萬 | 0.18% | +3,164 | 新進 |
| Oak Harbor Wealth Partners, LLC | 3,173 | $63.1 萬 | 0.23% | +671+26.8% | 加碼 |
| Snowden Capital Advisors LLC | 3,195 | $63.5 萬 | 0.02% | −103−3.1% | 減碼 |
| Guardian Capital LP | 3,224 | $64.1 萬 | 0.02% | −377−10.5% | 減碼 |
| Bowman & Co S.C. | 3,279 | $65.2 萬 | 0.48% | +311+10.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,284 | $65.3 萬 | 0.03% | −1,260−27.7% | 減碼 |
| Atlas Private Wealth Management | 3,325 | $66.1 萬 | 0.40% | 00.0% | 不變 |
| Ratan Capital Management LP | 3,342 | $66.5 萬 | 1.80% | 00.0% | 不變 |
| Versor Investments LP | 3,352 | $66.7 萬 | 0.09% | −2,039−37.8% | 減碼 |
| Brookstone Capital Management | 3,294 | $66.7 萬 | 0.01% | −32−1.0% | 減碼 |
| Sentry Investment Management LLC | 3,365 | $66.9 萬 | 0.28% | +1,108+49.1% | 加碼 |
| Global Trust Asset Management, LLC | 3,378 | $67.2 萬 | 0.32% | −5−0.1% | 減碼 |
| Fulton Bank, N.A. | 3,378 | $67.2 萬 | 0.04% | +284+9.2% | 加碼 |
| First Pacific Advisors, LP | 3,385 | $67.3 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 3,392 | $67.5 萬 | 0.01% | −4,058−54.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 3,420 | $68.0 萬 | 0.01% | −210−5.8% | 減碼 |
| Michael B. Yongue | 3,477 | $69.2 萬 | 0.66% | −185−5.1% | 減碼 |
| SlateStone Wealth, LLC | 3,502 | $69.7 萬 | 0.14% | +3,502 | 新進 |
| Client 1st Advisory Group, LLC | 3,507 | $69.8 萬 | 0.38% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 3,514 | $69.9 萬 | 0.00% | −416−10.6% | 減碼 |
| IVC Wealth Advisors LLC | 3,564 | $70.9 萬 | 0.50% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 3,649 | $72.6 萬 | 0.48% | +400+12.3% | 加碼 |
| Bridgewater Associates, LP | 3,659 | $72.8 萬 | 0.00% | +444+13.8% | 加碼 |
| Lyell Wealth Management, LP | 3,677 | $73.1 萬 | 0.10% | −175−4.5% | 減碼 |
| Dimension Capital Management LLC | 3,685 | $73.3 萬 | 0.17% | 00.0% | 不變 |
| Humankind Investments LLC | 3,697 | $73.5 萬 | 0.31% | −84−2.2% | 減碼 |
| Biltmore Family Office, LLC | 3,707 | $73.7 萬 | 0.16% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 3,727 | $74.1 萬 | 0.10% | −29−0.8% | 減碼 |
| Advisor Partners II, LLC | 3,738 | $74.3 萬 | 0.04% | +105+2.9% | 加碼 |
| Toroso Investments, LLC | 3,742 | $74.4 萬 | 0.02% | +232+6.6% | 加碼 |
| Strategic Investment Advisors | 3,756 | $74.7 萬 | 0.14% | +3,756 | 新進 |
| Tower Research Capital LLC (TRC) | 3,791 | $75.4 萬 | 0.02% | −3,639−49.0% | 減碼 |
| Money Concepts Capital Corp | 3,818 | $75.9 萬 | 0.04% | −127−3.2% | 減碼 |
| Continuum Advisory, LLC | 3,841 | $76.4 萬 | 0.13% | +5+0.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,901 | $77.6 萬 | 0.05% | +625+19.1% | 加碼 |
| Fairbanks Capital Management, Inc. | 3,924 | $78.0 萬 | 0.62% | +3,924 | 新進 |
| Burns Matteson Capital Management, LLC | 3,937 | $78.3 萬 | 0.50% | +29+0.7% | 加碼 |
| Summit X, LLC | 3,958 | $78.7 萬 | 0.20% | −75−1.9% | 減碼 |
| United Community Bank | 4,065 | $80.8 萬 | 0.76% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,074 | $81.0 萬 | 0.00% | −7,818−65.7% | 減碼 |
| Salem Investment Counselors Inc | 4,126 | $82.1 萬 | 0.03% | −489−10.6% | 減碼 |
| World Equity Group, Inc. | 2,561 | $82.2 萬 | 0.14% | −3,049−54.3% | 減碼 |