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 4 季 13F 持有人
IQVIA Holdings Inc. 在 2023/12/31 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
- 960
- 較 2023 年第 3 季 +29 家
- 持有股數
- 1.63 億
- 較 2023 年第 3 季 −15.9 萬 (−0.1%)
- 總市值
- $377.3 億
- 較 2023 年第 3 季 +$55.5 億 (+17.3%)
- 新進機構
- 130
- 另有 279 家加碼
- 清倉機構
- 101
- 另有 421 家減碼
另有 14 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 2,279 | $52.7 萬 | 0.00% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,244 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,210 | $51.1 萬 | 0.03% | −313−12.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 2,212 | $51.1 萬 | 0.01% | +1,202+119.0% | 加碼 |
| HB Wealth Management, LLC | 2,202 | $50.9 萬 | 0.01% | +614+38.7% | 加碼 |
| Veracity Capital LLC | 2,194 | $50.8 萬 | 0.20% | −9−0.4% | 減碼 |
| Trust Asset Management LLC | 2,194 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 2,178 | $50.4 萬 | 0.05% | +2,178 | 新進 |
| Kuhn & Co Investment Counsel | 2,175 | $50.3 萬 | 0.52% | +2,175 | 新進 |
| Integrated Wealth Concepts LLC | 2,166 | $50.1 萬 | 0.01% | −306−12.4% | 減碼 |
| AtonRa Partners | 2,160 | $50.0 萬 | 1.00% | −240−10.0% | 減碼 |
| Rathbone Brothers plc | 2,160 | $50.0 萬 | 0.00% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 2,100 | $48.6 萬 | 0.08% | 00.0% | 不變 |
| Busey Wealth Management | 2,080 | $48.1 萬 | 0.02% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,065 | $47.8 萬 | 0.13% | +6+0.3% | 加碼 |
| MSH Capital Advisors LLC | 2,060 | $47.7 萬 | 0.18% | −121−5.5% | 減碼 |
| Siemens Fonds Invest GmbH | 2,045 | $47.3 萬 | 0.04% | +471+29.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,035 | $47.1 萬 | 0.02% | −78−3.7% | 減碼 |
| UBS Oconnor LLC | 2,030 | $47.0 萬 | 0.01% | −2,605−56.2% | 減碼 |
| Zacks Investment Management | 2,000 | $46.3 萬 | 0.01% | +752+60.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,000 | $46.3 萬 | 0.00% | −1,200−37.5% | 減碼 |
| Fosun International Ltd | 2,000 | $46.3 萬 | 0.09% | −550−21.6% | 減碼 |
| Inspire Advisors, LLC | 1,967 | $45.5 萬 | 0.07% | +548+38.6% | 加碼 |
| Cigna Investments Inc | 1,963 | $45.4 萬 | 0.09% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,960 | $45.4 萬 | 0.42% | −15−0.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 1,946 | $45.0 萬 | 0.32% | −156−7.4% | 減碼 |
| Level Four Advisory Services, LLC | 1,933 | $44.7 萬 | 0.03% | +8+0.4% | 加碼 |
| Park Avenue Securities LLC | 1,922 | $44.5 萬 | 0.01% | +33+1.7% | 加碼 |
| Principle Wealth Partners LLC | 1,920 | $44.4 萬 | 0.04% | 00.0% | 不變 |
| Gabelli Funds LLC | 1,915 | $44.3 萬 | 0.00% | −215−10.1% | 減碼 |
| Regions Financial Corp | 1,909 | $44.2 萬 | 0.00% | +168+9.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,908 | $44.1 萬 | 0.20% | +512+36.7% | 加碼 |
| Wintrust Investments LLC | 1,874 | $43.4 萬 | 0.04% | +1,874 | 新進 |
| Alliance Wealth Advisors, LLC | 1,866 | $43.2 萬 | 0.29% | −170−8.3% | 減碼 |
| Allred Capital Management, LLC | 1,861 | $43.1 萬 | 0.19% | 00.0% | 不變 |
| Empowered Funds, LLC | 1,854 | $42.9 萬 | 0.01% | −372−16.7% | 減碼 |
| Fortitude Family Office, LLC | 1,853 | $42.9 萬 | 0.32% | +1,853 | 新進 |
| Wilkins Investment Counsel Inc | 1,850 | $42.8 萬 | 0.10% | +1,850 | 新進 |
| ING Groep NV | 1,841 | $42.6 萬 | 0.00% | −86,549−97.9% | 減碼 |
| Intech Investment Management LLC | 1,824 | $42.2 萬 | 0.01% | −3,578−66.2% | 減碼 |
| Edge Capital Group, LLC | 1,817 | $42.0 萬 | 0.02% | +17+0.9% | 加碼 |
| Ironsides Asset Advisors, LLC | 1,810 | $41.9 萬 | 0.18% | −335−15.6% | 減碼 |
| NorthRock Partners, LLC | 1,784 | $41.3 萬 | 0.02% | +1,784 | 新進 |
| Cutter & CO Brokerage, Inc. | 1,753 | $40.6 萬 | 0.11% | −345−16.4% | 減碼 |
| HighPoint Advisor Group LLC | 1,622 | $40.4 萬 | 0.03% | +1,622 | 新進 |
| Dynamic Advisor Solutions LLC | 1,825 | $40.2 萬 | 0.02% | +251+15.9% | 加碼 |
| Gratus Wealth Advisors, LLC | 1,713 | $39.6 萬 | 0.08% | +1,713 | 新進 |
| UniSuper Management Pty Ltd | 1,708 | $39.5 萬 | 0.00% | −1,124−39.7% | 減碼 |
| Centiva Capital, LP | 1,688 | $39.1 萬 | 0.02% | −4,929−74.5% | 減碼 |
| Moody Aldrich Partners LLC | 1,676 | $38.8 萬 | 0.07% | −373−18.2% | 減碼 |
| Marex Group plc | 1,668 | $38.6 萬 | 0.02% | +1,668 | 新進 |
| Gladstone Institutional Advisory LLC | 1,667 | $38.6 萬 | 0.02% | +90+5.7% | 加碼 |
| Vident Advisory, LLC | 1,648 | $38.1 萬 | 0.01% | +90+5.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,647 | $38.1 萬 | 0.00% | −11,417−87.4% | 減碼 |
| Enterprise Financial Services Corp | 1,646 | $38.1 萬 | 0.23% | +379+29.9% | 加碼 |
| Penserra Capital Management LLC | 1,641 | $37.8 萬 | 0.01% | −331−16.8% | 減碼 |
| Lyell Wealth Management, LP | 1,631 | $37.7 萬 | 0.04% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,619 | $37.5 萬 | 0.02% | +548+51.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 1,615 | $37.4 萬 | 0.03% | −905−35.9% | 減碼 |
| Brown Advisory Inc | 1,613 | $37.3 萬 | 0.00% | −75−4.4% | 減碼 |
| AlphaQ Advisors LLC | 1,601 | $37.0 萬 | 0.26% | +308+23.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,597 | $37.0 萬 | 0.02% | −41−2.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,574 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,570 | $36.3 萬 | 0.07% | 00.0% | 不變 |
| Maxwell Wealth Strategies Inc. | 1,562 | $36.1 萬 | 0.24% | +1,562 | 新進 |
| Mission Wealth Management, LP | 1,556 | $36.0 萬 | 0.01% | +1,556 | 新進 |
| MTM Investment Management, LLC | 1,545 | $35.7 萬 | 0.16% | 00.0% | 不變 |
| Cumberland Partners Ltd | 1,790 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Man Group plc | 1,516 | $35.1 萬 | 0.00% | – | – |
| New Republic Capital, LLC | 1,505 | $34.8 萬 | 0.25% | +1,505 | 新進 |
| EFG Asset Management (Americas) Corp. | 1,504 | $34.8 萬 | 0.08% | −162−9.7% | 減碼 |
| Geller Advisors LLC | 1,486 | $34.4 萬 | 0.03% | −19−1.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,476 | $34.2 萬 | 0.01% | −4−0.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 1,460 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 1,507 | $33.8 萬 | 0.03% | −97−6.0% | 減碼 |
| CX Institutional | 1,456 | $33.7 萬 | 0.02% | −59−3.9% | 減碼 |
| Angeles Wealth Management, LLC | 1,449 | $33.5 萬 | 0.04% | −67−4.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,435 | $33.2 萬 | 0.03% | −5−0.3% | 減碼 |
| Peapack Gladstone Financial Corp | 1,433 | $33.2 萬 | 0.01% | −235−14.1% | 減碼 |
| Checchi Capital Advisers, LLC | 1,427 | $33.0 萬 | 0.03% | −69−4.6% | 減碼 |
| Independent Advisor Alliance | 1,423 | $32.9 萬 | 0.01% | −55−3.7% | 減碼 |
| Phoenix Holdings Ltd. | 1,411 | $32.8 萬 | 0.01% | −200−12.4% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,407 | $32.6 萬 | 0.14% | −33−2.3% | 減碼 |
| Lake Street Advisors Group, LLC | 1,399 | $32.4 萬 | 0.02% | +1,399 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,394 | $32.2 萬 | 0.05% | −217−13.5% | 減碼 |
| Balentine LLC | 1,392 | $32.2 萬 | 0.01% | −191−12.1% | 減碼 |
| Ancora Advisors, LLC | 1,386 | $32.1 萬 | 0.01% | +49+3.7% | 加碼 |
| Bridges Investment Management Inc | 1,374 | $31.8 萬 | 0.01% | −158−10.3% | 減碼 |
| Virtue Capital Management, LLC | 1,447 | $31.8 萬 | 0.06% | −631−30.4% | 減碼 |
| Forum Financial Management, LP | 1,349 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Nebula Research & Development LLC | 1,323 | $30.6 萬 | 0.09% | +1,323 | 新進 |
| Klingenstein Fields & Co LP | 1,321 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 1,318 | $30.5 萬 | 0.01% | +200+17.9% | 加碼 |
| Hantz Financial Services, Inc. | 1,305 | $30.2 萬 | 0.01% | −1,275−49.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,295 | $30.0 萬 | 0.03% | +1,295 | 新進 |
| Salem Investment Counselors Inc | 1,287 | $29.8 萬 | 0.01% | +139+12.1% | 加碼 |
| Congress Asset Management Co | 1,280 | $29.6 萬 | 0.00% | −1,871−59.4% | 減碼 |
| Ballentine Partners, LLC | 1,274 | $29.5 萬 | 0.01% | −1,657−56.5% | 減碼 |
| Confluence Wealth Services, Inc. | 1,271 | $29.4 萬 | 0.03% | +198+18.5% | 加碼 |
| Capstone Investment Advisors, LLC | 1,266 | $29.3 萬 | 0.01% | −11,190−89.8% | 減碼 |