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 2 季 13F 持有人
IQVIA Holdings Inc. 在 2024/6/30 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
- 1,024
- 較 2024 年第 1 季 +16 家
- 持有股數
- 1.58 億
- 較 2024 年第 1 季 −150.7 萬 (−0.9%)
- 總市值
- $333.8 億
- 較 2024 年第 1 季 −$68.7 億 (−17.1%)
- 新進機構
- 102
- 另有 436 家加碼
- 清倉機構
- 86
- 另有 326 家減碼
另有 9 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 1,898 | $40.1 萬 | 0.01% | −192−9.2% | 減碼 |
| Cigna Investments Inc | 1,895 | $40.1 萬 | 0.07% | −22−1.1% | 減碼 |
| HighPoint Advisor Group LLC | 1,624 | $39.9 萬 | 0.02% | −82−4.8% | 減碼 |
| Nebula Research & Development LLC | 1,865 | $39.4 萬 | 0.06% | +1,865 | 新進 |
| Dohj, LLC | 1,856 | $39.2 萬 | 0.10% | +189+11.3% | 加碼 |
| Regions Financial Corp | 1,855 | $39.2 萬 | 0.00% | −154−7.7% | 減碼 |
| NorthRock Partners, LLC | 1,825 | $38.6 萬 | 0.01% | +8+0.4% | 加碼 |
| Berry Wealth Group, LP | 1,825 | $38.6 萬 | 0.31% | +150+9.0% | 加碼 |
| Walleye Trading LLC | 1,821 | $38.5 萬 | 0.01% | +1,424+358.7% | 加碼 |
| Edge Capital Group, LLC | 1,812 | $38.3 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 1,800 | $38.1 萬 | 0.03% | +814+82.6% | 加碼 |
| KRS Capital Management, LLC | 1,765 | $37.3 萬 | 0.28% | 00.0% | 不變 |
| Ellevest, Inc. | 1,762 | $37.3 萬 | 0.02% | +110+6.7% | 加碼 |
| Zacks Investment Management | 1,745 | $36.9 萬 | 0.00% | −233−11.8% | 減碼 |
| Gratus Wealth Advisors, LLC | 1,639 | $36.8 萬 | 0.06% | −74−4.3% | 減碼 |
| Milestone Asset Management, LLC | 1,716 | $36.3 萬 | 0.09% | +224+15.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 1,710 | $36.2 萬 | 0.01% | −100−5.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,705 | $36.1 萬 | 0.01% | −154−8.3% | 減碼 |
| TradeLink Capital LLC | 1,700 | $35.9 萬 | 1.04% | +1,700 | 新進 |
| Sterling Investment Counsel, LLC | 1,677 | $35.5 萬 | 0.14% | +331+24.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,672 | $35.4 萬 | 0.22% | −96−5.4% | 減碼 |
| Virtue Capital Management, LLC | 1,471 | $35.3 萬 | 0.06% | +37+2.6% | 加碼 |
| Marex Group plc | 1,668 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 1,638 | $34.6 萬 | 0.08% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,632 | $34.5 萬 | 0.01% | +334+25.7% | 加碼 |
| Lyell Wealth Management, LP | 1,631 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 1,654 | $34.5 萬 | 0.23% | −137−7.6% | 減碼 |
| Mission Wealth Management, LP | 1,622 | $34.3 萬 | 0.01% | +53+3.4% | 加碼 |
| Center for Financial Planning, Inc. | 1,612 | $34.1 萬 | 0.05% | +8+0.5% | 加碼 |
| Cumberland Partners Ltd | 1,595 | $33.7 萬 | 0.02% | −195−10.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,587 | $33.6 萬 | 0.01% | +60+3.9% | 加碼 |
| Keebeck Alpha, LP | 1,577 | $33.3 萬 | 0.25% | +679+75.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,350 | $33.2 萬 | 0.02% | +70+5.5% | 加碼 |
| MTM Investment Management, LLC | 1,566 | $33.1 萬 | 0.14% | +21+1.4% | 加碼 |
| Continuum Advisory, LLC | 1,538 | $32.5 萬 | 0.05% | +49+3.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,537 | $32.5 萬 | 0.02% | −23−1.5% | 減碼 |
| Angeles Wealth Management, LLC | 1,536 | $32.5 萬 | 0.03% | +9+0.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,534 | $32.4 萬 | 0.02% | +1,534 | 新進 |
| CX Institutional | 1,533 | $32.4 萬 | 0.02% | +75+5.1% | 加碼 |
| Checchi Capital Advisers, LLC | 1,519 | $32.1 萬 | 0.03% | −49−3.1% | 減碼 |
| Machina Capital S.A.S. | 1,516 | $32.1 萬 | 0.14% | +1,516 | 新進 |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $31.7 萬 | 0.00% | +1,500 | 新進 |
| Summit Trail Advisors, LLC | 1,499 | $31.7 萬 | 0.01% | −39−2.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,483 | $31.4 萬 | 0.00% | +549+58.8% | 加碼 |
| Geller Advisors LLC | 1,476 | $31.2 萬 | 0.02% | +5+0.3% | 加碼 |
| Ballentine Partners, LLC | 1,440 | $30.4 萬 | 0.01% | +16+1.1% | 加碼 |
| Nova R Wealth, Inc. | 1,439 | $30.4 萬 | 0.16% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $30.3 萬 | 0.04% | +17+1.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,416 | $29.9 萬 | 0.02% | +37+2.7% | 加碼 |
| Peapack Gladstone Financial Corp | 1,416 | $29.9 萬 | 0.00% | −25−1.7% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,410 | $29.8 萬 | 0.07% | +350+33.0% | 加碼 |
| Mutual Advisors, LLC | 1,253 | $29.7 萬 | 0.01% | +72+6.1% | 加碼 |
| Quadcap Wealth Management, LLC | 1,386 | $29.3 萬 | 0.05% | +1,386 | 新進 |
| Modern Wealth Management, LLC | 1,364 | $28.8 萬 | 0.02% | −27−1.9% | 減碼 |
| Jefferies Financial Group Inc. | 1,361 | $28.8 萬 | 0.01% | −15,067−91.7% | 減碼 |
| Sustainable Growth Advisers, LP | 1,359 | $28.7 萬 | 0.00% | −1,613,546−99.9% | 減碼 |
| Forum Financial Management, LP | 1,351 | $28.6 萬 | 0.01% | +2+0.1% | 加碼 |
| Demars Financial Group, LLC | 1,349 | $28.5 萬 | 0.14% | −3−0.2% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,343 | $28.4 萬 | 0.11% | −9−0.7% | 減碼 |
| Platform Technology Partners | 1,340 | $28.3 萬 | 0.10% | +1,340 | 新進 |
| Klingenstein Fields & Co LP | 1,321 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,320 | $27.9 萬 | 0.12% | +20+1.5% | 加碼 |
| Glenview Trust Co | 1,317 | $27.8 萬 | 0.01% | +1,317 | 新進 |
| Sherbrooke Park Advisers LLC | 1,307 | $27.6 萬 | 0.05% | +1,307 | 新進 |
| Peterson Wealth Services | 1,302 | $27.5 萬 | 0.10% | +25+2.0% | 加碼 |
| Chicago Capital, LLC | 1,300 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Veracity Capital LLC | 1,297 | $27.4 萬 | 0.11% | −415−24.2% | 減碼 |
| Aprio Wealth Management, LLC | 1,269 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,259 | $26.6 萬 | 0.01% | −156−11.0% | 減碼 |
| Schechter Investment Advisors, LLC | 1,254 | $26.5 萬 | 0.02% | +30+2.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,217 | $25.7 萬 | 0.02% | −357−22.7% | 減碼 |
| Phoenix Holdings Ltd. | 1,205 | $25.6 萬 | 0.00% | +107+9.7% | 加碼 |
| Bridgefront Capital, LLC | 1,205 | $25.5 萬 | 0.11% | +20+1.7% | 加碼 |
| Heartland Bank & Trust Co | 1,202 | $25.4 萬 | 0.14% | +1,202 | 新進 |
| Graypoint LLC | 1,187 | $25.1 萬 | 0.02% | +381+47.3% | 加碼 |
| Cypress Wealth Services, LLC | 1,180 | $24.9 萬 | 0.06% | +79+7.2% | 加碼 |
| Boston Mountain Money Management Inc | 1,178 | $24.9 萬 | 0.16% | −13−1.1% | 減碼 |
| Malaga Cove Capital, LLC | 1,173 | $24.8 萬 | 0.10% | +1,173 | 新進 |
| BSW Wealth Partners | 1,172 | $24.8 萬 | 0.04% | +78+7.1% | 加碼 |
| Great Diamond Partners, LLC | 1,169 | $24.7 萬 | 0.06% | −82−6.6% | 減碼 |
| Westpac Banking Corp | 1,168 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Ostrum Asset Management | 1,167 | $24.7 萬 | 0.02% | −91−7.2% | 減碼 |
| First Foundation Advisors | 1,161 | $24.5 萬 | 0.01% | +43+3.8% | 加碼 |
| Tiaa Trust, National Association | 1,159 | $24.5 萬 | 0.00% | +6+0.5% | 加碼 |
| Phillips Wealth Planners LLC | 1,153 | $24.4 萬 | 0.26% | +145+14.4% | 加碼 |
| High Net Worth Advisory Group LLC | 1,150 | $24.3 萬 | 0.07% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 1,131 | $23.9 萬 | 0.13% | +3+0.3% | 加碼 |
| Proequities, Inc. | 1,129 | $23.9 萬 | 0.01% | +16+1.4% | 加碼 |
| Spotlight Asset Group, Inc. | 1,115 | $23.6 萬 | 0.16% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 1,115 | $23.5 萬 | 0.09% | +1,115 | 新進 |
| Ancora Advisors, LLC | 1,107 | $23.4 萬 | 0.01% | −74−6.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,104 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,096 | $23.2 萬 | 0.02% | −2−0.2% | 減碼 |
| E Fund Management Co., Ltd. | 1,087 | $23.0 萬 | 0.01% | −3,035−73.6% | 減碼 |
| First Affirmative Financial Network | 1,087 | $23.0 萬 | 0.16% | −18−1.6% | 減碼 |
| Keel Point, LLC | 962 | $22.9 萬 | 0.02% | −108−10.1% | 減碼 |
| Shelton Capital Management | 1,083 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,081 | $22.9 萬 | 0.00% | −2,860−72.6% | 減碼 |
| MGB Wealth Management, LLC | 1,033 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| Bremer Bank National Association | 1,074 | $22.7 萬 | 0.04% | −53−4.7% | 減碼 |