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 | 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 |
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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 2,290 | $51.5 萬 | 0.00% | −10−0.4% | 減碼 |
| Lido Advisors, LLC | 2,286 | $51.4 萬 | 0.01% | −127−5.3% | 減碼 |
| Symmetry Partners, LLC | 2,244 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,242 | $50.4 萬 | 0.02% | 00.0% | 不變 |
| Cigna Investments Inc | 2,236 | $50.3 萬 | 0.09% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,231 | $50.1 萬 | 0.02% | −1,560−41.2% | 減碼 |
| MSH Capital Advisors LLC | 2,207 | $49.6 萬 | 0.18% | +31+1.4% | 加碼 |
| Signaturefd, LLC | 2,202 | $49.5 萬 | 0.01% | +214+10.8% | 加碼 |
| Trust Asset Management LLC | 2,194 | $49.3 萬 | 0.05% | 00.0% | 不變 |
| Veracity Capital LLC | 2,186 | $49.1 萬 | 0.21% | +42+2.0% | 加碼 |
| CWM Advisors, LLC | 2,153 | $48.4 萬 | 0.06% | −127−5.6% | 減碼 |
| Ironsides Asset Advisors, LLC | 2,145 | $48.2 萬 | 0.20% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 2,108 | $47.4 萬 | 0.02% | +83+4.1% | 加碼 |
| Moody National Bank Trust Division | 2,103 | $47.3 萬 | 0.03% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 2,100 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,105 | $47.2 萬 | 0.01% | +1,134+116.8% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,098 | $47.2 萬 | 0.14% | 00.0% | 不變 |
| Busey Wealth Management | 2,087 | $46.9 萬 | 0.02% | +7+0.3% | 加碼 |
| Northeast Financial Consultants Inc | 2,080 | $46.8 萬 | 0.03% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 2,061 | $46.3 萬 | 0.08% | +659+47.0% | 加碼 |
| Apollon Wealth Management, LLC | 2,056 | $46.2 萬 | 0.02% | −106−4.9% | 減碼 |
| Tranquilli Financial Advisor LLC | 2,045 | $46.0 萬 | 0.33% | −21−1.0% | 減碼 |
| Virtue Capital Management, LLC | 2,078 | $45.9 萬 | 0.08% | +126+6.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,028 | $45.6 萬 | 0.33% | 00.0% | 不變 |
| Veritable, L.P. | 2,017 | $45.3 萬 | 0.01% | −755−27.2% | 減碼 |
| Regatta Capital Group, LLC | 2,005 | $45.1 萬 | 0.14% | +28+1.4% | 加碼 |
| KRS Capital Management, LLC | 1,990 | $44.7 萬 | 0.45% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 1,982 | $44.5 萬 | 0.08% | −6,043−75.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,967 | $44.2 萬 | 0.01% | +373+23.4% | 加碼 |
| Alps Advisors Inc | 1,955 | $43.9 萬 | 0.00% | +1,955 | 新進 |
| Two Sigma Securities, LLC | 1,935 | $43.5 萬 | 0.04% | +787+68.6% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $43.2 萬 | 0.04% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 1,888 | $42.4 萬 | 0.08% | +314+19.9% | 加碼 |
| Quantinno Capital Management LP | 1,888 | $42.4 萬 | 0.02% | +1,888 | 新進 |
| Level Four Advisory Services, LLC | 1,859 | $41.8 萬 | 0.03% | −258−12.2% | 減碼 |
| Clarius Group, LLC | 1,839 | $41.3 萬 | 0.03% | +186+11.3% | 加碼 |
| 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 |
| Valeo Financial Advisors, LLC | 1,795 | $40.3 萬 | 0.02% | −236−11.6% | 減碼 |
| 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 |
| 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 |
| Altfest L J & Co Inc | 1,727 | $38.8 萬 | 0.06% | −28−1.6% | 減碼 |
| ProVise Management Group, LLC | 1,683 | $37.8 萬 | 0.03% | −72−4.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 1,658 | $37.3 萬 | 0.03% | +306+22.6% | 加碼 |
| Optas, LLC | 1,637 | $36.8 萬 | 0.12% | +78+5.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 1,634 | $36.7 萬 | 0.08% | +144+9.7% | 加碼 |
| Lyell Wealth Management, LP | 1,631 | $36.7 萬 | 0.05% | −2,046−55.6% | 減碼 |
| Ameliora Wealth Management Ltd. | 1,630 | $36.6 萬 | 0.23% | −1,460−47.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,622 | $36.4 萬 | 0.06% | +300+22.7% | 加碼 |
| Checchi Capital Advisers, LLC | 1,618 | $36.4 萬 | 0.03% | −102−5.9% | 減碼 |
| Verition Fund Management LLC | 1,613 | $36.3 萬 | 0.01% | −4,721−74.5% | 減碼 |
| QCM Cayman, Ltd. | 1,603 | $36.0 萬 | 2.12% | +1,603 | 新進 |
| Mutual Advisors, LLC | 1,602 | $36.0 萬 | 0.01% | +48+3.1% | 加碼 |
| Geller Advisors LLC | 1,600 | $36.0 萬 | 0.04% | +1,600 | 新進 |
| Phoenix Holdings Ltd. | 1,611 | $35.6 萬 | 0.01% | +251+18.5% | 加碼 |
| SlateStone Wealth, LLC | 1,585 | $35.6 萬 | 0.07% | −1,917−54.7% | 減碼 |
| Regions Financial Corp | 1,580 | $35.5 萬 | 0.00% | +138+9.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,574 | $35.4 萬 | 0.03% | −156−9.0% | 減碼 |
| Allred Capital Management, LLC | 1,572 | $35.3 萬 | 0.17% | +34+2.2% | 加碼 |
| Siemens Fonds Invest GmbH | 1,574 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| MTM Investment Management, LLC | 1,531 | $34.4 萬 | 0.17% | 00.0% | 不變 |
| Brown Advisory Inc | 1,510 | $33.9 萬 | 0.00% | +327+27.6% | 加碼 |
| BCJ Capital Management, LLC | 1,509 | $33.9 萬 | 0.03% | −73−4.6% | 減碼 |
| PKO Investment Management Joint-Stock Co | 1,500 | $33.7 萬 | 0.04% | +200+15.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,496 | $33.6 萬 | 0.15% | −23−1.5% | 減碼 |
| Angeles Wealth Management, LLC | 1,489 | $33.5 萬 | 0.05% | +19+1.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,488 | $33.4 萬 | 0.02% | +90+6.4% | 加碼 |
| Independent Advisor Alliance | 1,475 | $33.2 萬 | 0.01% | +155+11.7% | 加碼 |
| AlphaQ Advisors LLC | 1,447 | $32.5 萬 | 0.24% | +54+3.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,444 | $32.5 萬 | 0.03% | +1,444 | 新進 |
| Desjardins Global Asset Management Inc. | 1,429 | $32.1 萬 | 0.04% | +781+120.5% | 加碼 |
| Waldron Private Wealth LLC | 1,419 | $31.9 萬 | 0.02% | +70+5.2% | 加碼 |
| Inspire Advisors, LLC | 1,410 | $31.7 萬 | 0.06% | +218+18.3% | 加碼 |
| Renaissance Technologies LLC | 1,400 | $31.5 萬 | 0.00% | −1,100−44.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,386 | $31.2 萬 | 0.01% | −74−5.1% | 減碼 |
| Courier Capital LLC | 1,379 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Leonteq Securities AG | 1,359 | $30.5 萬 | 0.03% | −1,703−55.6% | 減碼 |
| Forum Financial Management, LP | 1,349 | $30.3 萬 | 0.01% | +5+0.4% | 加碼 |
| Tiaa, FSB | 1,339 | $30.1 萬 | 0.00% | +1,339 | 新進 |
| 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 |
| EP Wealth Advisors, LLC | 2,355 | $29.6 萬 | 0.00% | −2,695−53.4% | 減碼 |
| Enterprise Financial Services Corp | 1,316 | $29.6 萬 | 0.19% | −42−3.1% | 減碼 |
| Center for Financial Planning, Inc. | 1,312 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 1,310 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| HB Wealth Management, LLC | 1,305 | $29.3 萬 | 0.00% | +1,305 | 新進 |
| Ergoteles LLC | 1,289 | $29.0 萬 | 0.01% | −26,414−95.3% | 減碼 |
| Sentry Investment Management LLC | 1,285 | $28.9 萬 | 0.11% | −2,080−61.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,285 | $28.9 萬 | 0.01% | −25−1.9% | 減碼 |
| Balentine LLC | 1,283 | $28.8 萬 | 0.01% | +1,283 | 新進 |
| Great Diamond Partners, LLC | 1,268 | $28.5 萬 | 0.08% | −54−4.1% | 減碼 |
| Vident Investment Advisory, LLC | 1,266 | $28.5 萬 | 0.01% | −607−32.4% | 減碼 |
| Wedmont Private Capital | 1,286 | $28.4 萬 | 0.03% | +3+0.2% | 加碼 |
| CX Institutional | 1,262 | $28.4 萬 | 0.01% | +1,262 | 新進 |
| Aprio Wealth Management, LLC | 1,262 | $28.4 萬 | 0.08% | +6+0.5% | 加碼 |
| Ostrum Asset Management | 1,261 | $28.3 萬 | 0.02% | +1+0.1% | 加碼 |
| Humankind Investments LLC | 1,246 | $28.0 萬 | 0.11% | −2,451−66.3% | 減碼 |