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。
2024 年第 1 季 13F 持有人
IQVIA Holdings Inc. 在 2024/3/31 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
- 1,017
- 較 2023 年第 4 季 +68 家
- 持有股數
- 1.60 億
- 較 2023 年第 4 季 −305.3 萬 (−1.9%)
- 總市值
- $404.0 億
- 較 2023 年第 4 季 +$27.2 億 (+7.2%)
- 新進機構
- 120
- 另有 384 家加碼
- 清倉機構
- 52
- 另有 363 家減碼
另有 11 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 1,379 | $34.9 萬 | 0.03% | −56−3.9% | 減碼 |
| Modern Wealth Management, LLC | 1,391 | $35.2 萬 | 0.03% | +1,391 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,400 | $35.4 萬 | 0.00% | −57,966−97.6% | 減碼 |
| Mirabella Financial Services LLP | 1,402 | $35.5 萬 | 0.03% | +1,402 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,415 | $35.8 萬 | 0.05% | +21+1.5% | 加碼 |
| Independent Advisor Alliance | 1,415 | $35.8 萬 | 0.01% | −8−0.6% | 減碼 |
| Ballentine Partners, LLC | 1,424 | $36.0 萬 | 0.01% | +150+11.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 1,431 | $36.2 萬 | 0.02% | −166−10.4% | 減碼 |
| Nova R Wealth, Inc. | 1,439 | $36.4 萬 | 0.19% | +1,439 | 新進 |
| Peapack Gladstone Financial Corp | 1,441 | $36.4 萬 | 0.01% | +8+0.6% | 加碼 |
| GTS Securities LLC | 1,450 | $36.7 萬 | 0.01% | −997−40.7% | 減碼 |
| Nomura Holdings Inc | 1,457 | $36.8 萬 | 0.00% | −2,249−60.7% | 減碼 |
| Numerai GP LLC | 1,457 | $36.8 萬 | 0.16% | +1,457 | 新進 |
| CX Institutional | 1,458 | $36.9 萬 | 0.02% | +2+0.1% | 加碼 |
| AlphaQ Advisors LLC | 1,465 | $37.0 萬 | 0.22% | −136−8.5% | 減碼 |
| Geller Advisors LLC | 1,471 | $37.2 萬 | 0.03% | −15−1.0% | 減碼 |
| Brown Advisory Inc | 1,475 | $37.3 萬 | 0.00% | −138−8.6% | 減碼 |
| Advisory Alpha, LLC | 1,481 | $37.5 萬 | 0.02% | +1,481 | 新進 |
| Maven Securities LTD | 1,492 | $37.7 萬 | 0.02% | +1,492 | 新進 |
| Milestone Asset Management, LLC | 1,492 | $37.7 萬 | 0.11% | +1,492 | 新進 |
| Fullerton Fund Management Co Ltd. | 1,498 | $37.9 萬 | 0.02% | +1,498 | 新進 |
| Kestra Private Wealth Services, LLC | 1,527 | $38.6 萬 | 0.01% | +51+3.5% | 加碼 |
| Angeles Wealth Management, LLC | 1,527 | $38.6 萬 | 0.04% | +78+5.4% | 加碼 |
| Summit Trail Advisors, LLC | 1,538 | $38.9 萬 | 0.01% | +469+43.9% | 加碼 |
| Gratus Wealth Advisors, LLC | 1,713 | $38.9 萬 | 0.07% | 00.0% | 不變 |
| MTM Investment Management, LLC | 1,545 | $39.1 萬 | 0.16% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,706 | $39.1 萬 | 0.03% | +84+5.2% | 加碼 |
| Resurgent Financial Advisors LLC | 1,559 | $39.4 萬 | 0.21% | +1,299+499.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,560 | $39.5 萬 | 0.02% | −107−6.4% | 減碼 |
| Qsemble Capital Management, LP | 1,562 | $39.5 萬 | 0.09% | −1,245−44.4% | 減碼 |
| Checchi Capital Advisers, LLC | 1,568 | $39.7 萬 | 0.03% | +141+9.9% | 加碼 |
| Mission Wealth Management, LP | 1,569 | $39.7 萬 | 0.01% | +13+0.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,574 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,604 | $40.6 萬 | 0.06% | +34+2.2% | 加碼 |
| Driehaus Capital Management LLC | 1,612 | $40.8 萬 | 0.00% | +1,612 | 新進 |
| Lyell Wealth Management, LP | 1,631 | $41.2 萬 | 0.04% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 1,638 | $41.4 萬 | 0.10% | −115−6.6% | 減碼 |
| Wedmont Private Capital | 1,695 | $41.6 萬 | 0.03% | +188+12.5% | 加碼 |
| Ellevest, Inc. | 1,652 | $41.8 萬 | 0.03% | +1,652 | 新進 |
| Banco Santander, S.A. | 1,657 | $41.9 萬 | 0.01% | +1,657 | 新進 |
| V-Square Quantitative Management LLC | 1,658 | $41.9 萬 | 0.07% | +738+80.2% | 加碼 |
| Dohj, LLC | 1,667 | $42.2 萬 | 0.11% | −2,407−59.1% | 減碼 |
| Marex Group plc | 1,668 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,674 | $42.3 萬 | 0.03% | +943+129.0% | 加碼 |
| Berry Wealth Group, LP | 1,675 | $42.4 萬 | 0.35% | −622−27.1% | 減碼 |
| Confluence Wealth Services, Inc. | 1,700 | $43.0 萬 | 0.04% | +429+33.8% | 加碼 |
| Scientech Research LLC | 1,709 | $43.2 萬 | 0.23% | +1,709 | 新進 |
| Veracity Capital LLC | 1,712 | $43.3 萬 | 0.17% | −482−22.0% | 減碼 |
| GeoWealth Management, LLC | 1,726 | $43.6 萬 | 0.02% | +950+122.4% | 加碼 |
| KRS Capital Management, LLC | 1,765 | $44.6 萬 | 0.36% | −195−9.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,768 | $44.7 萬 | 0.28% | −98−5.3% | 減碼 |
| Level Four Advisory Services, LLC | 1,933 | $44.7 萬 | 0.02% | 00.0% | 不變 |
| Cumberland Partners Ltd | 1,790 | $45.3 萬 | 0.03% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 1,791 | $45.3 萬 | 0.30% | −155−8.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 1,810 | $45.8 萬 | 0.01% | +350+24.0% | 加碼 |
| Edge Capital Group, LLC | 1,812 | $45.8 萬 | 0.02% | −5−0.3% | 減碼 |
| NorthRock Partners, LLC | 1,817 | $46.0 萬 | 0.02% | +33+1.8% | 加碼 |
| Wilkins Investment Counsel Inc | 1,850 | $46.8 萬 | 0.07% | 00.0% | 不變 |
| Balentine LLC | 1,852 | $46.8 萬 | 0.01% | +460+33.0% | 加碼 |
| Fortitude Family Office, LLC | 1,853 | $46.9 萬 | 0.32% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,859 | $47.0 萬 | 0.02% | +34+1.9% | 加碼 |
| Roberts Capital Advisors, LLC | 1,864 | $47.1 萬 | 0.45% | +1,864 | 新進 |
| Moody Aldrich Partners LLC | 1,878 | $47.5 萬 | 0.08% | +202+12.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,882 | $47.6 萬 | 0.01% | +993+111.7% | 加碼 |
| Cigna Investments Inc | 1,917 | $48.5 萬 | 0.09% | −46−2.3% | 減碼 |
| Principle Wealth Partners LLC | 1,920 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,941 | $49.1 萬 | 0.04% | −104−5.1% | 減碼 |
| Park Avenue Securities LLC | 1,961 | $49.6 萬 | 0.01% | +39+2.0% | 加碼 |
| PEAK6 Investments LLC | 1,969 | $49.8 萬 | 0.02% | −9,170−82.3% | 減碼 |
| Wintrust Investments LLC | 1,974 | $49.9 萬 | 0.04% | +100+5.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,974 | $49.9 萬 | 0.02% | −61−3.0% | 減碼 |
| Zacks Investment Management | 1,978 | $50.0 萬 | 0.01% | −22−1.1% | 減碼 |
| Kirtland Hills Capital Management, LLC | 2,206 | $50.2 萬 | 0.43% | +2,206 | 新進 |
| Valeo Financial Advisors, LLC | 2,090 | $50.3 萬 | 0.02% | −731−25.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 2,000 | $50.6 萬 | 0.13% | −300−13.0% | 減碼 |
| Fosun International Ltd | 2,000 | $50.6 萬 | 0.16% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 2,000 | $50.6 萬 | 0.17% | +190+10.5% | 加碼 |
| Regions Financial Corp | 2,009 | $50.8 萬 | 0.00% | +100+5.2% | 加碼 |
| Vident Advisory, LLC | 2,010 | $50.8 萬 | 0.01% | +362+22.0% | 加碼 |
| Welch & Forbes LLC | 2,020 | $51.1 萬 | 0.01% | −592−22.7% | 減碼 |
| MSH Capital Advisors LLC | 2,065 | $52.2 萬 | 0.18% | +5+0.2% | 加碼 |
| Michael B. Yongue | 2,072 | $52.4 萬 | 0.46% | −802−27.9% | 減碼 |
| Busey Wealth Management | 2,095 | $53.0 萬 | 0.02% | +15+0.7% | 加碼 |
| John G Ullman & Associates Inc | 2,100 | $53.1 萬 | 0.08% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,127 | $53.8 萬 | 0.12% | +62+3.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,143 | $54.2 萬 | 0.19% | +235+12.3% | 加碼 |
| SpiderRock Advisors, LLC | 2,140 | $54.3 萬 | 0.02% | +2,140 | 新進 |
| NewEdge Wealth, LLC | 2,452 | $54.5 萬 | 0.01% | +106+4.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,158 | $54.6 萬 | 0.05% | +863+66.6% | 加碼 |
| CAPROCK Group, Inc. | 2,158 | $54.6 萬 | 0.03% | +931+75.9% | 加碼 |
| Rathbone Brothers plc | 2,160 | $54.6 萬 | 0.00% | 00.0% | 不變 |
| Kuhn & Co Investment Counsel | 2,175 | $55.0 萬 | 0.52% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,180 | $55.1 萬 | 0.01% | +14+0.6% | 加碼 |
| Trust Asset Management LLC | 2,194 | $55.5 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 2,194 | $55.5 萬 | 0.22% | +984+81.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,198 | $55.6 萬 | 0.00% | +2,198 | 新進 |
| Inspire Advisors, LLC | 2,200 | $55.6 萬 | 0.08% | +233+11.8% | 加碼 |
| Wetherby Asset Management Inc | 2,208 | $55.8 萬 | 0.03% | −2−0.1% | 減碼 |
| ZWJ Investment Counsel Inc | 2,254 | $57.0 萬 | 0.03% | +2,254 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 2,335 | $59.0 萬 | 0.01% | +123+5.6% | 加碼 |