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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,566 | $80.2 萬 | 0.00% | +824+30.1% | 加碼 |
| First Foundation Advisors | 3,571 | $80.3 萬 | 0.03% | −973−21.4% | 減碼 |
| Glenmede Trust Co NA | 4,074 | $81.0 萬 | 0.00% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 3,619 | $81.3 萬 | 0.11% | −108−2.9% | 減碼 |
| Wall Street Access Asset Management, LLC | 3,649 | $82.0 萬 | 0.47% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 3,681 | $82.7 萬 | 0.02% | −6,706−64.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,716 | $83.5 萬 | 0.16% | −507−12.0% | 減碼 |
| Fiduciary Trust Co | 3,754 | $84.4 萬 | 0.01% | −380−9.2% | 減碼 |
| Beacon Financial Group | 3,874 | $85.8 萬 | 0.12% | −309−7.4% | 減碼 |
| Kestra Advisory Services, LLC | 3,842 | $86.4 萬 | 0.01% | +450+13.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,856 | $86.7 萬 | 0.06% | −45−1.2% | 減碼 |
| Financial Insights, Inc. | 3,869 | $87.0 萬 | 0.32% | +1,140+41.8% | 加碼 |
| Continuum Advisory, LLC | 3,881 | $87.2 萬 | 0.14% | +40+1.0% | 加碼 |
| Cohen Lawrence B | 3,896 | $87.6 萬 | 0.56% | +3,896 | 新進 |
| Summit X, LLC | 3,900 | $87.7 萬 | 0.21% | −58−1.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,971 | $89.3 萬 | 0.01% | −1,267−24.2% | 減碼 |
| Advisor Partners II, LLC | 3,993 | $89.8 萬 | 0.04% | +255+6.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,015 | $90.2 萬 | 0.11% | −1,163−22.5% | 減碼 |
| Burns Matteson Capital Management, LLC | 4,047 | $91.0 萬 | 0.56% | +110+2.8% | 加碼 |
| Bridgewater Associates, LP | 4,048 | $91.0 萬 | 0.01% | +389+10.6% | 加碼 |
| Advanced Portfolio Management, LLC | 4,067 | $91.4 萬 | 0.84% | +4,067 | 新進 |
| United Community Bank | 4,095 | $92.0 萬 | 0.81% | +30+0.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,185 | $94.1 萬 | 0.02% | 00.0% | 不變 |
| Chicago Capital, LLC | 4,339 | $97.5 萬 | 0.04% | +7+0.2% | 加碼 |
| Lincoln National Corp | 4,356 | $97.9 萬 | 0.02% | +89+2.1% | 加碼 |
| Acadian Asset Management LLC | 4,466 | $100.3 萬 | 0.00% | +3,820+591.3% | 加碼 |
| Natixis Investment Managers International | 4,500 | $101.1 萬 | 0.07% | −160−3.4% | 減碼 |
| Kinneret Advisory, LLC | 4,599 | $103.4 萬 | 0.12% | 00.0% | 不變 |
| KLK Capital Management LLC | 4,607 | $103.6 萬 | 1.31% | −247−5.1% | 減碼 |
| Foresight Global Investors, Inc. | 4,625 | $104.0 萬 | 0.56% | +4,625 | 新進 |
| Bessemer Securities LLC | 4,649 | $104.5 萬 | 0.69% | −5,250−53.0% | 減碼 |
| Laurel Wealth Advisors LLC | 4,660 | $104.7 萬 | 0.21% | +230+5.2% | 加碼 |
| Private Advisor Group, LLC | 4,762 | $106.8 萬 | 0.01% | −70−1.4% | 減碼 |
| Moreno Evelyn V | 4,792 | $107.7 萬 | 0.23% | +4,792 | 新進 |
| Cheyne Capital Management (UK) LLP | 4,800 | $107.9 萬 | 3.98% | +4,800 | 新進 |
| Change Path, LLC | 4,831 | $108.6 萬 | 0.05% | −2,526−34.3% | 減碼 |
| Wealthfront Advisers LLC | 4,951 | $111.3 萬 | 0.00% | +1,437+40.9% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 4,984 | $112.0 萬 | 0.90% | −916−15.5% | 減碼 |
| Papp L Roy & Associates | 4,989 | $112.1 萬 | 0.14% | +742+17.5% | 加碼 |
| Everence Capital Management Inc | 5,698 | $112.2 萬 | 0.09% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 4,992 | $112.2 萬 | 0.02% | +2,618+110.3% | 加碼 |
| Integrated Advisors Network LLC | 5,018 | $112.8 萬 | 0.06% | +1,892+60.5% | 加碼 |
| First Horizon Advisors, Inc. | 5,023 | $112.9 萬 | 0.04% | +3+0.1% | 加碼 |
| Davy Global Fund Management Ltd | 5,034 | $113.1 萬 | 0.21% | +55+1.1% | 加碼 |
| Adell Harriman & Carpenter Inc | 5,135 | $113.5 萬 | 0.12% | −1,497−22.6% | 減碼 |
| Pathstone Family Office, LLC | 5,042 | $114.3 萬 | 0.02% | +141+2.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,298 | $119.1 萬 | 0.02% | +1,878+54.9% | 加碼 |
| Fairbanks Capital Management, Inc. | 5,325 | $119.7 萬 | 0.93% | +1,401+35.7% | 加碼 |
| Banque Cantonale Vaudoise | 5,447 | $122.5 萬 | 0.06% | +236+4.5% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,648 | $125.0 萬 | 0.66% | +221+4.1% | 加碼 |
| Vinva Investment Management Ltd | 5,670 | $125.5 萬 | 0.11% | −479−7.8% | 減碼 |
| Tudor Investment Corp Et Al | 5,596 | $125.8 萬 | 0.02% | −37,764−87.1% | 減碼 |
| World Equity Group, Inc. | 5,599 | $125.8 萬 | 0.37% | +3,038+118.6% | 加碼 |
| Herold Advisors, Inc. | 5,600 | $125.9 萬 | 0.39% | 00.0% | 不變 |
| PFG Advisors | 5,685 | $127.8 萬 | 0.10% | +1,167+25.8% | 加碼 |
| Empirical Finance, LLC | 5,778 | $129.9 萬 | 0.10% | +667+13.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,853 | $131.6 萬 | 0.03% | +15+0.3% | 加碼 |
| AXS Investments LLC | 5,870 | $131.9 萬 | 0.35% | +5,870 | 新進 |
| United Asset Strategies, Inc. | 5,880 | $132.2 萬 | 0.16% | +5,880 | 新進 |
| Aquila Investment Management LLC | 6,000 | $134.9 萬 | 1.10% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 6,029 | $135.5 萬 | 0.00% | −474−7.3% | 減碼 |
| Smith, Salley & Associates | 6,065 | $136.3 萬 | 0.10% | +69+1.2% | 加碼 |
| HF Advisory Group, LLC | 6,098 | $137.1 萬 | 1.08% | +619+11.3% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,190 | $139.1 萬 | 0.26% | +80+1.3% | 加碼 |
| Veriti Management LLC | 6,195 | $139.2 萬 | 0.16% | −743−10.7% | 減碼 |
| North Star Asset Management Inc | 6,205 | $139.5 萬 | 0.08% | −135−2.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 6,291 | $141.4 萬 | 0.05% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 6,335 | $142.4 萬 | 0.03% | +873+16.0% | 加碼 |
| GAM Holding AG | 6,364 | $143.0 萬 | 0.10% | −8,224−56.4% | 減碼 |
| Blair William & Co | 6,405 | $144.0 萬 | 0.01% | −115−1.8% | 減碼 |
| Boston Financial Mangement LLC | 6,470 | $145.4 萬 | 0.05% | +70+1.1% | 加碼 |
| Carmel Capital Partners, LLC | 6,543 | $147.1 萬 | 0.76% | +1,227+23.1% | 加碼 |
| Captrust Financial Advisors | 6,621 | $148.8 萬 | 0.01% | +908+15.9% | 加碼 |
| Flputnam Investment Management Co | 6,652 | $149.5 萬 | 0.04% | +4,729+245.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,661 | $149.7 萬 | 0.11% | +53+0.8% | 加碼 |
| Metis Global Partners, LLC | 6,701 | $150.6 萬 | 0.08% | −133−1.9% | 減碼 |
| Byrne Asset Management LLC | 6,709 | $150.8 萬 | 0.98% | +56+0.8% | 加碼 |
| Chesley Taft & Associates LLC | 6,727 | $151.2 萬 | 0.09% | −115−1.7% | 減碼 |
| Carret Asset Management, LLC | 6,891 | $154.9 萬 | 0.21% | 00.0% | 不變 |
| Consolidated Planning Corp | 6,911 | $155.4 萬 | 0.33% | +233+3.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,944 | $156.1 萬 | 0.00% | +394+6.0% | 加碼 |
| Prudential PLC | 6,951 | $156.2 萬 | 0.02% | +1,362+24.4% | 加碼 |
| Artemis Investment Management LLP | 6,978 | $156.7 萬 | 0.02% | −1,635−19.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,025 | $157.9 萬 | 0.15% | +7,025 | 新進 |
| Cumberland Partners Ltd | 7,040 | $158.2 萬 | 0.15% | 00.0% | 不變 |
| Squarepoint Ops LLC | 7,111 | $159.8 萬 | 0.01% | −173,341−96.1% | 減碼 |
| Suvretta Capital Management, LLC | 7,175 | $161.3 萬 | 0.09% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 0 | $166.3 萬 | 1.05% | −7,400−100.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,488 | $168.3 萬 | 0.04% | +648+9.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 7,883 | $177.2 萬 | 0.02% | −71,156−90.0% | 減碼 |
| Cape Investment Advisory, Inc. | 7,967 | $179.1 萬 | 1.00% | −21−0.3% | 減碼 |
| Metropolitan Life Insurance Co | 8,086 | $181.7 萬 | 0.09% | −220−2.6% | 減碼 |
| First Business Financial Services, Inc. | 8,122 | $182.6 萬 | 0.23% | +8,122 | 新進 |
| E. Ohman J:or Asset Management AB | 8,301 | $186.6 萬 | 0.07% | +600+7.8% | 加碼 |
| Swiss Life Asset Management Ltd | 8,501 | $191.1 萬 | 0.03% | −4,165−32.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 8,502 | $191.1 萬 | 0.01% | −22,565−72.6% | 減碼 |
| WealthShield Partners, LLC | 8,621 | $193.8 萬 | 0.29% | −18−0.2% | 減碼 |
| Keybank National Association | 8,777 | $197.3 萬 | 0.01% | +83+1.0% | 加碼 |
| Parallel Advisors, LLC | 8,793 | $197.7 萬 | 0.06% | +557+6.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 8,800 | $197.8 萬 | 0.03% | −800−8.3% | 減碼 |