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 3 季 13F 持有人
IQVIA Holdings Inc. 在 2024/9/30 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
- 1,066
- 較 2024 年第 2 季 +52 家
- 持有股數
- 1.57 億
- 較 2024 年第 2 季 +1,468 萬 (+10.3%)
- 總市值
- $371.7 億
- 較 2024 年第 2 季 +$70.5 億 (+23.4%)
- 新進機構
- 112
- 另有 443 家加碼
- 清倉機構
- 60
- 另有 358 家減碼
另有 10 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 1,373 | $32.5 萬 | 0.13% | +200+17.1% | 加碼 |
| Panagora Asset Management Inc | 1,374 | $32.6 萬 | 0.00% | +293+27.1% | 加碼 |
| Demars Financial Group, LLC | 1,379 | $32.7 萬 | 0.15% | +30+2.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 1,396 | $33.1 萬 | 0.08% | +89+6.8% | 加碼 |
| Geller Advisors LLC | 1,397 | $33.1 萬 | 0.02% | −79−5.4% | 減碼 |
| Yorktown Management & Research Co Inc | 1,400 | $33.2 萬 | 0.34% | +1,400 | 新進 |
| Modern Wealth Management, LLC | 1,405 | $33.3 萬 | 0.02% | +41+3.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,409 | $33.4 萬 | 0.03% | −7−0.5% | 減碼 |
| BSW Wealth Partners | 1,416 | $33.6 萬 | 0.05% | +244+20.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,418 | $33.6 萬 | 0.05% | −14−1.0% | 減碼 |
| Peapack Gladstone Financial Corp | 1,416 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,439 | $34.1 萬 | 0.03% | −929−39.2% | 減碼 |
| Nova R Wealth, Inc. | 1,439 | $34.1 萬 | 0.17% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,446 | $34.3 萬 | 0.01% | −3,653−71.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,452 | $34.4 萬 | 0.08% | +42+3.0% | 加碼 |
| Otter Creek Advisors, LLC | 1,454 | $34.5 萬 | 0.22% | −6,626−82.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,458 | $34.6 萬 | 0.02% | −76−5.0% | 減碼 |
| Virtue Capital Management, LLC | 1,483 | $35.1 萬 | 0.07% | +12+0.8% | 加碼 |
| Continuum Advisory, LLC | 1,739 | $35.3 萬 | 0.05% | +201+13.1% | 加碼 |
| PKO Investment Management Joint-Stock Co | 1,500 | $35.5 萬 | 0.04% | −1,500−50.0% | 減碼 |
| Checchi Capital Advisers, LLC | 1,519 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,523 | $36.1 萬 | 0.02% | −14−0.9% | 減碼 |
| MTM Investment Management, LLC | 1,573 | $36.2 萬 | 0.14% | +7+0.4% | 加碼 |
| HighPoint Advisor Group LLC | 1,738 | $36.4 萬 | 0.02% | +114+7.0% | 加碼 |
| Gratus Wealth Advisors, LLC | 1,619 | $36.5 萬 | 0.06% | −20−1.2% | 減碼 |
| Aprio Wealth Management, LLC | 1,547 | $36.7 萬 | 0.06% | +278+21.9% | 加碼 |
| Peterson Wealth Services | 1,555 | $36.8 萬 | 0.12% | +253+19.4% | 加碼 |
| CX Institutional | 1,571 | $37.2 萬 | 0.02% | +38+2.5% | 加碼 |
| Zacks Investment Management | 1,574 | $37.3 萬 | 0.00% | −171−9.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 1,583 | $37.5 萬 | 0.01% | −127−7.4% | 減碼 |
| Everpar Advisors LLC | 1,592 | $37.7 萬 | 0.20% | +1,592 | 新進 |
| Angeles Wealth Management, LLC | 1,600 | $37.9 萬 | 0.03% | +64+4.2% | 加碼 |
| nVerses Capital, LLC | 1,600 | $37.9 萬 | 0.17% | +1,600 | 新進 |
| Center for Financial Planning, Inc. | 1,612 | $38.2 萬 | 0.05% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,618 | $38.3 萬 | 0.01% | −4−0.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,618 | $38.3 萬 | 0.01% | −87−5.1% | 減碼 |
| Lyell Wealth Management, LP | 1,631 | $38.6 萬 | 0.04% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 1,638 | $38.8 萬 | 0.09% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 1,651 | $39.1 萬 | 0.25% | −3−0.2% | 減碼 |
| Boston Partners | 1,655 | $39.2 萬 | 0.00% | −6,015−78.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,660 | $39.3 萬 | 0.23% | −12−0.7% | 減碼 |
| Cumberland Partners Ltd | 1,660 | $39.3 萬 | 0.03% | +65+4.1% | 加碼 |
| Raleigh Capital Management Inc. | 1,688 | $40.0 萬 | 0.15% | +368+27.9% | 加碼 |
| Cook Wealth Management Group LLC | 1,861 | $40.2 萬 | 0.20% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,754 | $41.6 萬 | 0.01% | −163−8.5% | 減碼 |
| KRS Capital Management, LLC | 1,765 | $41.8 萬 | 0.30% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,781 | $42.2 萬 | 0.04% | −8,512−82.7% | 減碼 |
| Milestone Asset Management, LLC | 1,794 | $42.5 萬 | 0.10% | +78+4.5% | 加碼 |
| Level Four Advisory Services, LLC | 2,079 | $42.8 萬 | 0.02% | +103+5.2% | 加碼 |
| Edge Capital Group, LLC | 1,812 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Berry Wealth Group, LP | 1,818 | $43.1 萬 | 0.31% | −7−0.4% | 減碼 |
| Ellevest, Inc. | 1,822 | $43.2 萬 | 0.02% | +60+3.4% | 加碼 |
| Sterling Investment Counsel, LLC | 1,828 | $43.3 萬 | 0.15% | +151+9.0% | 加碼 |
| Point72 Hong Kong Ltd | 1,831 | $43.4 萬 | 0.03% | +1,831 | 新進 |
| Paladin Wealth, LLC | 1,853 | $43.9 萬 | 0.38% | +1,853 | 新進 |
| Roberts Capital Advisors, LLC | 1,864 | $44.2 萬 | 0.38% | 00.0% | 不變 |
| Cigna Investments Inc | 1,868 | $44.3 萬 | 0.08% | −27−1.4% | 減碼 |
| Good Life Advisors, LLC | 1,870 | $44.3 萬 | 0.03% | +1,870 | 新進 |
| Heartwood Wealth Advisors LLC | 1,877 | $44.5 萬 | 0.05% | −120−6.0% | 減碼 |
| Hilltop Holdings Inc. | 1,882 | $44.6 萬 | 0.03% | +1,882 | 新進 |
| Valeo Financial Advisors, LLC | 1,908 | $45.2 萬 | 0.01% | +10+0.5% | 加碼 |
| Financial Insights, Inc. | 1,912 | $45.3 萬 | 0.14% | −1,801−48.5% | 減碼 |
| Principle Wealth Partners LLC | 1,920 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| Wedmont Private Capital | 2,042 | $46.0 萬 | 0.03% | +178+9.5% | 加碼 |
| Holderness Investments Co | 1,946 | $46.1 萬 | 0.10% | +1,946 | 新進 |
| NorthRock Partners, LLC | 1,958 | $46.4 萬 | 0.02% | +133+7.3% | 加碼 |
| SpiderRock Advisors, LLC | 1,962 | $46.5 萬 | 0.01% | −204−9.4% | 減碼 |
| Walleye Trading LLC | 1,968 | $46.6 萬 | 0.01% | +147+8.1% | 加碼 |
| Fortitude Family Office, LLC | 1,977 | $46.8 萬 | 0.19% | +56+2.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,976 | $46.9 萬 | 0.00% | +493+33.2% | 加碼 |
| Neo Ivy Capital Management | 1,980 | $47.0 萬 | 0.15% | +1,980 | 新進 |
| Siemens Fonds Invest GmbH | 1,989 | $47.1 萬 | 0.04% | −88−4.2% | 減碼 |
| Silver Oak Securities, Inc | 2,017 | $47.4 萬 | 0.05% | +1,871+1,281.5% | 加碼 |
| Fosun International Ltd | 2,000 | $47.4 萬 | 0.16% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 2,000 | $47.4 萬 | 0.14% | 00.0% | 不變 |
| Natixis Investment Managers International | 2,010 | $47.6 萬 | 0.03% | −3,735−65.0% | 減碼 |
| Welch & Forbes LLC | 2,012 | $47.7 萬 | 0.01% | 00.0% | 不變 |
| Michael B. Yongue | 2,066 | $49.0 萬 | 0.39% | +6+0.3% | 加碼 |
| Regatta Capital Group, LLC | 2,068 | $49.0 萬 | 0.10% | −65−3.0% | 減碼 |
| Quest Partners LLC | 2,070 | $49.1 萬 | 0.04% | −2,550−55.2% | 減碼 |
| Allianz SE | 2,070 | $49.1 萬 | 0.01% | −557−21.2% | 減碼 |
| Lake Street Advisors Group, LLC | 2,074 | $49.1 萬 | 0.02% | −347−14.3% | 減碼 |
| John G Ullman & Associates Inc | 2,100 | $49.8 萬 | 0.07% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 2,125 | $50.4 萬 | 0.15% | +11+0.5% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,128 | $50.4 萬 | 0.09% | +2,128 | 新進 |
| Wetherby Asset Management Inc | 2,131 | $50.5 萬 | 0.02% | −29−1.3% | 減碼 |
| Oxford Asset Management LLP | 2,152 | $51.0 萬 | 0.42% | +1,144+113.5% | 加碼 |
| Rathbone Brothers plc | 2,160 | $51.2 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 2,168 | $51.4 萬 | 0.01% | +2,168 | 新進 |
| Kuhn & Co Investment Counsel | 2,175 | $51.5 萬 | 0.44% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 2,180 | $51.7 萬 | 0.03% | −10.0% | 減碼 |
| Trust Asset Management LLC | 2,194 | $52.0 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,195 | $52.0 萬 | 0.01% | +24+1.1% | 加碼 |
| Unigestion Holding SA | 2,199 | $52.1 萬 | 0.03% | +2,199 | 新進 |
| Brown Advisory Inc | 2,201 | $52.2 萬 | 0.00% | +257+13.2% | 加碼 |
| Kirtland Hills Capital Management, LLC | 2,206 | $52.3 萬 | 0.29% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,237 | $53.0 萬 | 0.15% | −74−3.2% | 減碼 |
| Diametric Capital, LP | 2,262 | $53.6 萬 | 0.27% | +2,262 | 新進 |
| Point72 (DIFC) Ltd | 2,289 | $54.2 萬 | 0.04% | +2,289 | 新進 |
| Laurion Capital Management LP | 2,304 | $54.6 萬 | 0.04% | −7,183−75.7% | 減碼 |