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 4 季 13F 持有人
IQVIA Holdings Inc. 在 2024/12/31 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
- 1,005
- 較 2024 年第 3 季 −44 家
- 持有股數
- 1.54 億
- 較 2024 年第 3 季 −115.1 萬 (−0.7%)
- 總市值
- $302.8 億
- 較 2024 年第 3 季 −$64.2 億 (−17.5%)
- 新進機構
- 130
- 另有 328 家加碼
- 清倉機構
- 174
- 另有 428 家減碼
另有 17 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 | 939 | $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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,656 | $32.5 萬 | 0.02% | +137+9.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,660 | $32.6 萬 | 0.19% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,664 | $32.7 萬 | 0.06% | +225+15.6% | 加碼 |
| Headlands Technologies LLC | 1,675 | $32.9 萬 | 0.03% | +1,338+397.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,680 | $33.0 萬 | 0.01% | −74−4.2% | 減碼 |
| Mutual Advisors, LLC | 1,689 | $33.4 萬 | 0.01% | +218+14.8% | 加碼 |
| WS Portfolio Advisory, LLC | 1,700 | $33.4 萬 | 1.36% | +1,700 | 新進 |
| Hilltop Holdings Inc. | 1,708 | $33.6 萬 | 0.02% | −174−9.2% | 減碼 |
| ICONIQ Capital, LLC | 1,712 | $33.6 萬 | 0.01% | +1,712 | 新進 |
| Atria Wealth Solutions, Inc. | 1,716 | $33.7 萬 | 0.00% | −831−32.6% | 減碼 |
| Independent Advisor Alliance | 1,729 | $34.0 萬 | 0.00% | +574+49.7% | 加碼 |
| KRS Capital Management, LLC | 1,750 | $34.4 萬 | 0.24% | −15−0.8% | 減碼 |
| Cumberland Partners Ltd | 1,759 | $34.6 萬 | 0.02% | +99+6.0% | 加碼 |
| Rainier Family Wealth Inc | 1,764 | $34.7 萬 | 0.42% | +1,764 | 新進 |
| AlTi Global, Inc. | 1,786 | $35.2 萬 | 0.01% | +1,786 | 新進 |
| Lebenthal Global Advisors, LLC | 1,794 | $35.3 萬 | 0.06% | −945−34.5% | 減碼 |
| Continuum Advisory, LLC | 1,803 | $35.4 萬 | 0.05% | +64+3.7% | 加碼 |
| Callan Family Office, LLC | 1,805 | $35.5 萬 | 0.02% | +1,805 | 新進 |
| Edge Capital Group, LLC | 13,096 | $35.6 萬 | 0.02% | +11,284+622.7% | 加碼 |
| Bessemer Group Inc | 1,819 | $35.7 萬 | 0.00% | −1,213−40.0% | 減碼 |
| R Squared Ltd | 1,830 | $36.0 萬 | 0.35% | +1,830 | 新進 |
| Cigna Investments Inc | 1,835 | $36.1 萬 | 0.06% | −33−1.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,839 | $36.1 萬 | 0.02% | +381+26.1% | 加碼 |
| Summit Trail Advisors, LLC | 1,855 | $36.5 萬 | 0.01% | +587+46.3% | 加碼 |
| Peterson Wealth Services | 1,860 | $36.6 萬 | 0.11% | +305+19.6% | 加碼 |
| Roberts Capital Advisors, LLC | 1,864 | $36.6 萬 | 0.31% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 1,877 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 1,900 | $37.3 萬 | 0.05% | −200−9.5% | 減碼 |
| Achmea Investment Management B.V. | 1,914 | $37.6 萬 | 0.01% | −29,356−93.9% | 減碼 |
| Principle Wealth Partners LLC | 1,920 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Cook Wealth Management Group LLC | 1,861 | $38.3 萬 | 0.18% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,956 | $38.4 萬 | 0.14% | −21−1.1% | 減碼 |
| Wetherby Asset Management Inc | 1,995 | $39.2 萬 | 0.02% | −136−6.4% | 減碼 |
| Milestone Asset Management, LLC | 1,998 | $39.3 萬 | 0.09% | +204+11.4% | 加碼 |
| Siemens Fonds Invest GmbH | 1,989 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 2,000 | $39.3 萬 | 0.11% | 00.0% | 不變 |
| Welch & Forbes LLC | 2,001 | $39.3 萬 | 0.01% | −11−0.5% | 減碼 |
| Lake Street Advisors Group, LLC | 2,011 | $39.5 萬 | 0.02% | −63−3.0% | 減碼 |
| NorthRock Partners, LLC | 2,020 | $39.7 萬 | 0.01% | +62+3.2% | 加碼 |
| Michael B. Yongue | 2,023 | $39.8 萬 | 0.31% | −43−2.1% | 減碼 |
| E Fund Management Co., Ltd. | 2,024 | $39.8 萬 | 0.02% | −2,169−51.7% | 減碼 |
| Level Four Advisory Services, LLC | 2,063 | $40.5 萬 | 0.02% | −16−0.8% | 減碼 |
| Forum Financial Management, LP | 2,067 | $40.6 萬 | 0.01% | +718+53.2% | 加碼 |
| MSH Capital Advisors LLC | 2,125 | $41.8 萬 | 0.13% | 00.0% | 不變 |
| Centiva Capital, LP | 2,127 | $41.8 萬 | 0.02% | −8,382−79.8% | 減碼 |
| Kirtland Hills Capital Management, LLC | 2,137 | $42.0 萬 | 0.27% | −69−3.1% | 減碼 |
| Rathbone Brothers plc | 2,160 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,166 | $42.6 萬 | 0.08% | +98+4.7% | 加碼 |
| Kuhn & Co Investment Counsel | 2,175 | $42.7 萬 | 0.36% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 2,177 | $42.8 萬 | 0.26% | −418−16.1% | 減碼 |
| Meridian Wealth Management, LLC | 2,179 | $42.8 萬 | 0.02% | −10.0% | 減碼 |
| HighPoint Advisor Group LLC | 2,133 | $42.8 萬 | 0.02% | +395+22.7% | 加碼 |
| Strategic Blueprint, LLC | 2,185 | $42.9 萬 | 0.03% | −491−18.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,188 | $43.0 萬 | 0.12% | −49−2.2% | 減碼 |
| Trust Asset Management LLC | 2,194 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 2,214 | $43.5 萬 | 0.00% | −50,364−95.8% | 減碼 |
| IVC Wealth Advisors LLC | 2,269 | $44.6 萬 | 0.25% | −207−8.4% | 減碼 |
| Busey Wealth Management | 2,282 | $44.8 萬 | 0.01% | −36−1.6% | 減碼 |
| Davenport & Co LLC | 2,296 | $45.1 萬 | 0.00% | −17,518−88.4% | 減碼 |
| Snowden Capital Advisors LLC | 2,309 | $45.4 萬 | 0.01% | −209−8.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,318 | $45.6 萬 | 0.01% | −921−28.4% | 減碼 |
| ProVise Management Group, LLC | 2,324 | $45.7 萬 | 0.04% | −85−3.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,268 | $45.7 萬 | 0.01% | −72−3.1% | 減碼 |
| Haven Private, LLC | 2,326 | $45.7 萬 | 0.26% | +2,326 | 新進 |
| Waldron Private Wealth LLC | 2,361 | $46.4 萬 | 0.02% | −56−2.3% | 減碼 |
| Horizon Investments, LLC | 2,369 | $46.6 萬 | 0.01% | +19+0.8% | 加碼 |
| National Asset Management, Inc. | 2,384 | $46.8 萬 | 0.02% | −402−14.4% | 減碼 |
| Holderness Investments Co | 2,391 | $47.0 萬 | 0.10% | +445+22.9% | 加碼 |
| Silver Oak Securities, Inc | 2,380 | $47.0 萬 | 0.04% | +363+18.0% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 2,393 | $47.0 萬 | 0.46% | +2,393 | 新進 |
| Profund Advisors LLC | 2,427 | $47.7 萬 | 0.02% | −354−12.7% | 減碼 |
| Brown Advisory Inc | 2,434 | $47.8 萬 | 0.00% | +233+10.6% | 加碼 |
| Malaga Cove Capital, LLC | 2,442 | $48.0 萬 | 0.19% | +1,069+77.9% | 加碼 |
| Intech Investment Management LLC | 2,444 | $48.0 萬 | 0.00% | +1,501+159.2% | 加碼 |
| Jasper Ridge Partners, L.P. | 2,463 | $48.4 萬 | 0.02% | +4+0.2% | 加碼 |
| Sig Brokerage, LP | 2,477 | $48.7 萬 | 0.23% | +2,477 | 新進 |
| PKO Investment Management Joint-Stock Co | 2,500 | $49.1 萬 | 0.06% | +1,000+66.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,520 | $49.6 萬 | 0.00% | +544+27.5% | 加碼 |
| Pitcairn Co | 2,532 | $49.8 萬 | 0.03% | +203+8.7% | 加碼 |
| MUFG Securities Americas Inc. | 2,546 | $50.0 萬 | 0.06% | +2,546 | 新進 |
| Fairtree Asset Management (Pty) Ltd | 2,559 | $50.3 萬 | 0.48% | +2,559 | 新進 |
| Great Lakes Advisors, LLC | 2,562 | $50.3 萬 | 0.00% | −161−5.9% | 減碼 |
| Meriwether Wealth & Planning, LLC | 2,568 | $50.5 萬 | 0.36% | +2,568 | 新進 |
| Inspire Advisors, LLC | 2,584 | $50.8 萬 | 0.06% | +236+10.1% | 加碼 |
| Abound Financial, LLC | 2,605 | $51.2 萬 | 0.26% | +2,605 | 新進 |
| Fulton Bank, N.A. | 2,605 | $51.2 萬 | 0.02% | −2,364−47.6% | 減碼 |
| Inceptionr LLC | 2,610 | $51.3 萬 | 0.11% | +2,610 | 新進 |
| Wall Street Access Asset Management, LLC | 2,625 | $51.6 萬 | 0.19% | −997−27.5% | 減碼 |
| Unigestion Holding SA | 2,643 | $51.9 萬 | 0.03% | +444+20.2% | 加碼 |
| Principal Street Partners, LLC | 2,644 | $52.0 萬 | 0.10% | 00.0% | 不變 |
| Brookstone Capital Management | 2,653 | $52.1 萬 | 0.01% | +32+1.2% | 加碼 |
| CAPROCK Group, Inc. | 2,715 | $53.4 萬 | 0.02% | −288−9.6% | 減碼 |
| Fox Run Management, L.L.C. | 2,753 | $54.1 萬 | 0.10% | +2,753 | 新進 |
| Integrated Wealth Concepts LLC | 2,761 | $54.3 萬 | 0.01% | +566+25.8% | 加碼 |
| United Capital Financial Advisers, LLC | 2,786 | $54.7 萬 | 0.00% | −777−21.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,788 | $54.8 萬 | 0.02% | −9,354−77.0% | 減碼 |
| AE Wealth Management LLC | 2,798 | $55.0 萬 | 0.00% | −12,544−81.8% | 減碼 |
| Vident Advisory, LLC | 2,805 | $55.1 萬 | 0.01% | −38−1.3% | 減碼 |
| Citizens Financial Group Inc | 2,820 | $55.4 萬 | 0.01% | +357+14.5% | 加碼 |
| Baldwin Investment Management, LLC | 2,865 | $56.3 萬 | 0.07% | −683−19.3% | 減碼 |