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 2 季 13F 持有人
IQVIA Holdings Inc. 在 2023/6/30 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
- 934
- 較 2023 年第 1 季 +11 家
- 持有股數
- 1.62 億
- 較 2023 年第 1 季 −3,798 萬 (−19.0%)
- 總市值
- $363.2 億
- 較 2023 年第 1 季 +$40.4 億 (+12.5%)
- 新進機構
- 97
- 另有 345 家加碼
- 清倉機構
- 86
- 另有 346 家減碼
另有 5 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sentinus, LLC | 988 | $22.2 萬 | 0.07% | +988 | 新進 |
| Tilt Investment Management Holdings, PBC | 995 | $22.4 萬 | 0.15% | +995 | 新進 |
| Icon Wealth Partners, LLC | 997 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 1,008 | $22.7 萬 | 0.17% | +1,008 | 新進 |
| Pinnacle Associates Ltd | 1,013 | $22.8 萬 | 0.00% | −57−5.3% | 減碼 |
| Arkadios Wealth Advisors | 1,022 | $23.0 萬 | 0.03% | −256−20.0% | 減碼 |
| Acorn Financial Advisory Services Inc | 1,038 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,044 | $23.5 萬 | 0.02% | −41−3.8% | 減碼 |
| HBK Sorce Advisory LLC | 1,044 | $23.5 萬 | 0.01% | +12+1.2% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,048 | $23.6 萬 | 0.20% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 1,055 | $23.7 萬 | 0.08% | +2+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 1,060 | $23.8 萬 | 0.05% | +7+0.7% | 加碼 |
| Raleigh Capital Management Inc. | 1,079 | $24.3 萬 | 0.12% | +113+11.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,083 | $24.3 萬 | 0.03% | +640+144.5% | 加碼 |
| Arlington Partners LLC | 1,090 | $24.5 萬 | 0.04% | +1,090 | 新進 |
| Spotlight Asset Group, Inc. | 1,115 | $25.1 萬 | 0.22% | +1,115 | 新進 |
| Cahaba Wealth Management, Inc. | 1,132 | $25.4 萬 | 0.03% | −130−10.3% | 減碼 |
| Proequities, Inc. | 1,133 | $25.5 萬 | 0.02% | +19+1.7% | 加碼 |
| Machina Capital S.A.S. | 1,139 | $25.6 萬 | 0.15% | +1,139 | 新進 |
| CAPROCK Group, Inc. | 1,143 | $25.7 萬 | 0.02% | −182−13.7% | 減碼 |
| Shelton Capital Management | 1,146 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Callan Capital, LLC | 1,150 | $25.8 萬 | 0.03% | +76+7.1% | 加碼 |
| High Net Worth Advisory Group LLC | 1,169 | $26.3 萬 | 0.10% | +19+1.7% | 加碼 |
| Stock Yards Bank & Trust Co | 1,170 | $26.3 萬 | 0.01% | −281−19.4% | 減碼 |
| Fundamentun, LLC | 1,173 | $26.4 萬 | 0.04% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 1,177 | $26.5 萬 | 0.05% | +110+10.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,181 | $26.5 萬 | 0.00% | −138−10.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,192 | $26.8 萬 | 0.00% | +1,192 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,193 | $26.8 萬 | 0.06% | +166+16.2% | 加碼 |
| Industrial Alliance Investment Management Inc. | 1,200 | $27.0 萬 | 0.14% | −25,490−95.5% | 減碼 |
| Morse Asset Management, Inc | 1,200 | $27.0 萬 | 0.08% | +1,200 | 新進 |
| Peterson Wealth Services | 1,208 | $27.2 萬 | 0.13% | +22+1.9% | 加碼 |
| Alpha Family Trust | 1,220 | $27.4 萬 | 0.19% | +1,220 | 新進 |
| Bremer Bank National Association | 1,232 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Humankind Investments LLC | 1,246 | $28.0 萬 | 0.11% | −2,451−66.3% | 減碼 |
| Ostrum Asset Management | 1,261 | $28.3 萬 | 0.02% | +1+0.1% | 加碼 |
| Aprio Wealth Management, LLC | 1,262 | $28.4 萬 | 0.08% | +6+0.5% | 加碼 |
| CX Institutional | 1,262 | $28.4 萬 | 0.01% | +1,262 | 新進 |
| Wedmont Private Capital | 1,286 | $28.4 萬 | 0.03% | +3+0.2% | 加碼 |
| Vident Investment Advisory, LLC | 1,266 | $28.5 萬 | 0.01% | −607−32.4% | 減碼 |
| Great Diamond Partners, LLC | 1,268 | $28.5 萬 | 0.08% | −54−4.1% | 減碼 |
| Balentine LLC | 1,283 | $28.8 萬 | 0.01% | +1,283 | 新進 |
| Dynamic Advisor Solutions LLC | 1,285 | $28.9 萬 | 0.01% | −25−1.9% | 減碼 |
| Sentry Investment Management LLC | 1,285 | $28.9 萬 | 0.11% | −2,080−61.8% | 減碼 |
| Ergoteles LLC | 1,289 | $29.0 萬 | 0.01% | −26,414−95.3% | 減碼 |
| HB Wealth Management, LLC | 1,305 | $29.3 萬 | 0.00% | +1,305 | 新進 |
| Accretive Wealth Partners, LLC | 1,310 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,312 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,316 | $29.6 萬 | 0.19% | −42−3.1% | 減碼 |
| EP Wealth Advisors, LLC | 2,355 | $29.6 萬 | 0.00% | −2,695−53.4% | 減碼 |
| Klingenstein Fields & Co LP | 1,321 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Great Point Wealth Advisors, LLC | 1,321 | $29.7 萬 | 0.09% | +10+0.8% | 加碼 |
| Tiaa, FSB | 1,339 | $30.1 萬 | 0.00% | +1,339 | 新進 |
| Forum Financial Management, LP | 1,349 | $30.3 萬 | 0.01% | +5+0.4% | 加碼 |
| Leonteq Securities AG | 1,359 | $30.5 萬 | 0.03% | −1,703−55.6% | 減碼 |
| Courier Capital LLC | 1,379 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,386 | $31.2 萬 | 0.01% | −74−5.1% | 減碼 |
| Renaissance Technologies LLC | 1,400 | $31.5 萬 | 0.00% | −1,100−44.0% | 減碼 |
| Inspire Advisors, LLC | 1,410 | $31.7 萬 | 0.06% | +218+18.3% | 加碼 |
| Waldron Private Wealth LLC | 1,419 | $31.9 萬 | 0.02% | +70+5.2% | 加碼 |
| Desjardins Global Asset Management Inc. | 1,429 | $32.1 萬 | 0.04% | +781+120.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,444 | $32.5 萬 | 0.03% | +1,444 | 新進 |
| AlphaQ Advisors LLC | 1,447 | $32.5 萬 | 0.24% | +54+3.9% | 加碼 |
| Independent Advisor Alliance | 1,475 | $33.2 萬 | 0.01% | +155+11.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,488 | $33.4 萬 | 0.02% | +90+6.4% | 加碼 |
| Angeles Wealth Management, LLC | 1,489 | $33.5 萬 | 0.05% | +19+1.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,496 | $33.6 萬 | 0.15% | −23−1.5% | 減碼 |
| PKO Investment Management Joint-Stock Co | 1,500 | $33.7 萬 | 0.04% | +200+15.4% | 加碼 |
| BCJ Capital Management, LLC | 1,509 | $33.9 萬 | 0.03% | −73−4.6% | 減碼 |
| Brown Advisory Inc | 1,510 | $33.9 萬 | 0.00% | +327+27.6% | 加碼 |
| MTM Investment Management, LLC | 1,531 | $34.4 萬 | 0.17% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,574 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Allred Capital Management, LLC | 1,572 | $35.3 萬 | 0.17% | +34+2.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,574 | $35.4 萬 | 0.03% | −156−9.0% | 減碼 |
| Regions Financial Corp | 1,580 | $35.5 萬 | 0.00% | +138+9.6% | 加碼 |
| SlateStone Wealth, LLC | 1,585 | $35.6 萬 | 0.07% | −1,917−54.7% | 減碼 |
| Phoenix Holdings Ltd. | 1,611 | $35.6 萬 | 0.01% | +251+18.5% | 加碼 |
| Geller Advisors LLC | 1,600 | $36.0 萬 | 0.04% | +1,600 | 新進 |
| Mutual Advisors, LLC | 1,602 | $36.0 萬 | 0.01% | +48+3.1% | 加碼 |
| QCM Cayman, Ltd. | 1,603 | $36.0 萬 | 2.12% | +1,603 | 新進 |
| Verition Fund Management LLC | 1,613 | $36.3 萬 | 0.01% | −4,721−74.5% | 減碼 |
| Checchi Capital Advisers, LLC | 1,618 | $36.4 萬 | 0.03% | −102−5.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,622 | $36.4 萬 | 0.06% | +300+22.7% | 加碼 |
| Ameliora Wealth Management Ltd. | 1,630 | $36.6 萬 | 0.23% | −1,460−47.2% | 減碼 |
| Lyell Wealth Management, LP | 1,631 | $36.7 萬 | 0.05% | −2,046−55.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 1,634 | $36.7 萬 | 0.08% | +144+9.7% | 加碼 |
| Optas, LLC | 1,637 | $36.8 萬 | 0.12% | +78+5.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,658 | $37.3 萬 | 0.03% | +306+22.6% | 加碼 |
| ProVise Management Group, LLC | 1,683 | $37.8 萬 | 0.03% | −72−4.1% | 減碼 |
| Altfest L J & Co Inc | 1,727 | $38.8 萬 | 0.06% | −28−1.6% | 減碼 |
| EFG Asset Management (Americas) Corp. | 1,735 | $39.0 萬 | 0.09% | −189−9.8% | 減碼 |
| Efg Capital International Corp. | 1,735 | $39.0 萬 | 0.09% | +1,735 | 新進 |
| Avantax Advisory Services, Inc. | 1,782 | $40.1 萬 | 0.00% | +181+11.3% | 加碼 |
| Empowered Funds, LLC | 1,782 | $40.1 萬 | 0.01% | +1,782 | 新進 |
| EA Series Trust | 1,782 | $40.1 萬 | 0.01% | +1,782 | 新進 |
| Valeo Financial Advisors, LLC | 1,795 | $40.3 萬 | 0.02% | −236−11.6% | 減碼 |
| Edge Capital Group, LLC | 1,800 | $40.5 萬 | 0.02% | −48−2.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,800 | $40.5 萬 | 0.02% | +177+10.9% | 加碼 |
| Clarius Group, LLC | 1,839 | $41.3 萬 | 0.03% | +186+11.3% | 加碼 |
| Level Four Advisory Services, LLC | 1,859 | $41.8 萬 | 0.03% | −258−12.2% | 減碼 |