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 3 季 13F 持有人
IQVIA Holdings Inc. 在 2023/9/30 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
- 945
- 較 2023 年第 2 季 +27 家
- 持有股數
- 1.64 億
- 較 2023 年第 2 季 +207.4 萬 (+1.3%)
- 總市值
- $322.0 億
- 較 2023 年第 2 季 −$40.5 億 (−11.2%)
- 新進機構
- 98
- 另有 357 家加碼
- 清倉機構
- 71
- 另有 349 家減碼
另有 16 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Armstrong, Fleming & Moore, Inc | 2,647 | $52.1 萬 | 0.50% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,620 | $51.5 萬 | 0.08% | +203+8.4% | 加碼 |
| Welch & Forbes LLC | 2,612 | $51.4 萬 | 0.01% | −21−0.8% | 減碼 |
| Principal Street Partners, LLC | 2,599 | $51.1 萬 | 0.10% | −28−1.1% | 減碼 |
| Hantz Financial Services, Inc. | 2,580 | $50.8 萬 | 0.01% | +40+1.6% | 加碼 |
| Stevens Capital Management LP | 2,572 | $50.6 萬 | 0.15% | +2,572 | 新進 |
| Fosun International Ltd | 2,550 | $50.2 萬 | 0.08% | +2,550 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,528 | $49.7 萬 | 0.02% | −756−23.0% | 減碼 |
| Wetherby Asset Management Inc | 2,523 | $49.6 萬 | 0.03% | −135−5.1% | 減碼 |
| Lido Advisors, LLC | 2,523 | $49.6 萬 | 0.01% | +237+10.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 2,520 | $49.6 萬 | 0.05% | −2,615−50.9% | 減碼 |
| Duality Advisers, LP | 2,497 | $49.1 萬 | 0.06% | +2,497 | 新進 |
| Integrated Wealth Concepts LLC | 2,472 | $48.6 萬 | 0.01% | +42+1.7% | 加碼 |
| Client 1st Advisory Group, LLC | 2,471 | $48.6 萬 | 0.26% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,459 | $48.4 萬 | 0.01% | −10.0% | 減碼 |
| Jasper Ridge Partners, L.P. | 2,459 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| Pitcairn Co | 2,447 | $48.1 萬 | 0.04% | +116+5.0% | 加碼 |
| Magnolia Capital Advisors LLC | 2,713 | $48.1 萬 | 0.46% | −32−1.2% | 減碼 |
| Meridian Wealth Management, LLC | 2,434 | $47.9 萬 | 0.03% | −40−1.6% | 減碼 |
| ProVise Management Group, LLC | 2,432 | $47.8 萬 | 0.04% | +749+44.5% | 加碼 |
| AtonRa Partners | 2,400 | $47.2 萬 | 0.99% | −442−15.6% | 減碼 |
| Waldron Private Wealth LLC | 2,358 | $46.4 萬 | 0.02% | +939+66.2% | 加碼 |
| Bridgefront Capital, LLC | 2,350 | $46.2 萬 | 0.32% | +2,350 | 新進 |
| Virtue Capital Management, LLC | 2,078 | $45.9 萬 | 0.08% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,288 | $45.0 萬 | 0.01% | +1,107+93.7% | 加碼 |
| Alps Advisors Inc | 2,279 | $44.8 萬 | 0.00% | +324+16.6% | 加碼 |
| Symmetry Partners, LLC | 2,244 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,226 | $43.8 萬 | 0.01% | +444+24.9% | 加碼 |
| Signaturefd, LLC | 2,205 | $43.4 萬 | 0.01% | +3+0.1% | 加碼 |
| Veracity Capital LLC | 2,203 | $43.3 萬 | 0.20% | +17+0.8% | 加碼 |
| Trust Asset Management LLC | 2,194 | $43.2 萬 | 0.05% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 2,194 | $43.2 萬 | 0.08% | +2,194 | 新進 |
| MSH Capital Advisors LLC | 2,181 | $42.9 萬 | 0.17% | −26−1.2% | 減碼 |
| FDx Advisors, Inc. | 2,177 | $42.8 萬 | 0.04% | −814−27.2% | 減碼 |
| Rathbone Brothers plc | 2,160 | $42.5 萬 | 0.00% | +2,160 | 新進 |
| Ironsides Asset Advisors, LLC | 2,145 | $42.2 萬 | 0.19% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,145 | $42.2 萬 | 0.08% | +257+13.6% | 加碼 |
| United Capital Financial Advisers, LLC | 2,145 | $42.2 萬 | 0.00% | −379−15.0% | 減碼 |
| Gabelli Funds LLC | 2,130 | $41.9 萬 | 0.00% | −160−7.0% | 減碼 |
| Headlands Technologies LLC | 2,130 | $41.9 萬 | 0.21% | +2,130 | 新進 |
| Ameritas Investment Partners, Inc. | 2,113 | $41.6 萬 | 0.02% | −129−5.8% | 減碼 |
| MidWestOne Financial Group, Inc. | 2,111 | $41.5 萬 | 0.09% | +477+29.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 2,102 | $41.4 萬 | 0.30% | +57+2.8% | 加碼 |
| John G Ullman & Associates Inc | 2,100 | $41.3 萬 | 0.07% | 00.0% | 不變 |
| Credit Agricole S A | 2,100 | $41.3 萬 | 0.01% | +2,100 | 新進 |
| Cutter & CO Brokerage, Inc. | 2,098 | $41.3 萬 | 0.12% | 00.0% | 不變 |
| Busey Wealth Management | 2,080 | $40.9 萬 | 0.02% | −7−0.3% | 減碼 |
| Northeast Financial Consultants Inc | 2,080 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,059 | $40.5 萬 | 0.13% | +54+2.7% | 加碼 |
| Moody National Bank Trust Division | 2,058 | $40.5 萬 | 0.03% | −45−2.1% | 減碼 |
| Moody Aldrich Partners LLC | 2,049 | $40.5 萬 | 0.08% | +2,049 | 新進 |
| Optas, LLC | 2,048 | $40.3 萬 | 0.13% | +411+25.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,036 | $40.1 萬 | 0.29% | +8+0.4% | 加碼 |
| Advanced Portfolio Management, LLC | 2,032 | $40.0 萬 | 0.35% | −2,035−50.0% | 減碼 |
| Caxton Associates LP | 2,019 | $39.7 萬 | 0.06% | +2,019 | 新進 |
| Sequoia Financial Advisors, LLC | 2,004 | $39.4 萬 | 0.01% | +37+1.9% | 加碼 |
| KRS Capital Management, LLC | 1,975 | $38.9 萬 | 0.41% | −15−0.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,962 | $38.6 萬 | 0.02% | −146−6.9% | 減碼 |
| Cigna Investments Inc | 1,963 | $38.6 萬 | 0.09% | −273−12.2% | 減碼 |
| Penserra Capital Management LLC | 1,972 | $38.6 萬 | 0.01% | −133−6.3% | 減碼 |
| Simplify Asset Management Inc. | 1,960 | $38.6 萬 | 0.06% | −22−1.1% | 減碼 |
| Avantax Advisory Services, Inc. | 1,936 | $38.1 萬 | 0.00% | +154+8.6% | 加碼 |
| Level Four Advisory Services, LLC | 1,925 | $37.9 萬 | 0.02% | +66+3.6% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| Park Avenue Securities LLC | 1,889 | $37.2 萬 | 0.01% | +1,889 | 新進 |
| Allred Capital Management, LLC | 1,861 | $36.6 萬 | 0.18% | +289+18.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 1,801 | $35.4 萬 | 0.04% | +1,801 | 新進 |
| Edge Capital Group, LLC | 1,800 | $35.4 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 1,799 | $35.4 萬 | 0.06% | +1,799 | 新進 |
| Cumberland Partners Ltd | 1,790 | $35.2 萬 | 0.03% | −5,250−74.6% | 減碼 |
| Regions Financial Corp | 1,741 | $34.3 萬 | 0.00% | +161+10.2% | 加碼 |
| Altfest L J & Co Inc | 1,732 | $34.1 萬 | 0.05% | +5+0.3% | 加碼 |
| DuPont Capital Management Corp | 1,721 | $33.9 萬 | 0.03% | −65,613−97.4% | 減碼 |
| Brown Advisory Inc | 1,688 | $33.2 萬 | 0.00% | +178+11.8% | 加碼 |
| Pinnacle Associates Ltd | 1,678 | $33.0 萬 | 0.01% | +665+65.6% | 加碼 |
| V Wealth Advisors LLC | 1,675 | $33.0 萬 | 0.27% | −1,345−44.5% | 減碼 |
| Peapack Gladstone Financial Corp | 1,668 | $32.8 萬 | 0.01% | −841−33.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 1,666 | $32.8 萬 | 0.08% | −69−4.0% | 減碼 |
| Blueshift Asset Management, LLC | 1,662 | $32.7 萬 | 0.19% | +1,662 | 新進 |
| Banco Santander, S.A. | 1,645 | $32.4 萬 | 0.00% | −33,037−95.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 1,638 | $32.2 萬 | 0.02% | −20−1.2% | 減碼 |
| Lyell Wealth Management, LP | 1,631 | $32.1 萬 | 0.04% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 1,630 | $32.1 萬 | 0.19% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 1,611 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 1,604 | $32.0 萬 | 0.03% | +318+24.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,611 | $31.7 萬 | 0.05% | −11−0.7% | 減碼 |
| HB Wealth Management, LLC | 1,588 | $31.2 萬 | 0.01% | +283+21.7% | 加碼 |
| Balentine LLC | 1,583 | $31.1 萬 | 0.01% | +300+23.4% | 加碼 |
| Agf Management Ltd | 1,581 | $31.1 萬 | 0.00% | +1,581 | 新進 |
| Gladstone Institutional Advisory LLC | 1,577 | $31.0 萬 | 0.02% | +89+6.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,574 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,574 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,574 | $31.0 萬 | 0.01% | +289+22.5% | 加碼 |
| Center for Financial Planning, Inc. | 1,570 | $30.9 萬 | 0.07% | +258+19.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 1,561 | $30.7 萬 | 0.03% | −2,454−61.1% | 減碼 |
| Vident Advisory, LLC | 1,558 | $30.7 萬 | 0.01% | +1,558 | 新進 |
| MTM Investment Management, LLC | 1,545 | $30.4 萬 | 0.15% | +14+0.9% | 加碼 |
| SlateStone Wealth, LLC | 1,540 | $30.3 萬 | 0.04% | −45−2.8% | 減碼 |
| Bridges Investment Management Inc | 1,532 | $30.1 萬 | 0.01% | −1,719−52.9% | 減碼 |
| Angeles Wealth Management, LLC | 1,516 | $29.8 萬 | 0.04% | +27+1.8% | 加碼 |