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。
2025 年第 1 季 13F 持有人
IQVIA Holdings Inc. 在 2025/3/31 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
- 993
- 較 2024 年第 4 季 +6 家
- 持有股數
- 1.54 億
- 較 2024 年第 4 季 +97.7 萬 (+0.6%)
- 總市值
- $271.5 億
- 較 2024 年第 4 季 −$30.1 億 (−10.0%)
- 新進機構
- 109
- 另有 370 家加碼
- 清倉機構
- 103
- 另有 376 家減碼
另有 18 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 | 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,877 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,168 | $33.3 萬 | 0.02% | +35+1.6% | 加碼 |
| John G Ullman & Associates Inc | 1,900 | $33.5 萬 | 0.05% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,915 | $33.8 萬 | 0.12% | −41−2.1% | 減碼 |
| Principle Wealth Partners LLC | 1,920 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,930 | $34.0 萬 | 0.01% | −137−6.6% | 減碼 |
| First Citizens Bank & Trust Co | 1,954 | $34.4 萬 | 0.01% | −1,221−38.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,994 | $35.2 萬 | 0.00% | −31,862−94.1% | 減碼 |
| Level Four Advisory Services, LLC | 1,999 | $35.2 萬 | 0.01% | −64−3.1% | 減碼 |
| Ironsides Asset Advisors, LLC | 2,000 | $35.3 萬 | 0.10% | 00.0% | 不變 |
| Trust Asset Management LLC | 2,002 | $35.3 萬 | 0.03% | −192−8.8% | 減碼 |
| E Fund Management Co., Ltd. | 2,025 | $35.7 萬 | 0.02% | +10.0% | 加碼 |
| Milestone Asset Management, LLC | 2,026 | $35.7 萬 | 0.08% | +28+1.4% | 加碼 |
| Buckingham Strategic Partners | 2,069 | $36.5 萬 | 0.01% | +2,069 | 新進 |
| Fifth Third Wealth Advisors LLC | 2,070 | $36.5 萬 | 0.02% | +231+12.6% | 加碼 |
| Allstate Corp | 2,072 | $36.5 萬 | 0.01% | −3,348−61.8% | 減碼 |
| Haven Private, LLC | 2,080 | $36.7 萬 | 0.21% | −246−10.6% | 減碼 |
| Integrated Wealth Concepts LLC | 2,126 | $37.5 萬 | 0.00% | −635−23.0% | 減碼 |
| Strategic Investment Advisors | 2,136 | $37.7 萬 | 0.04% | +2,136 | 新進 |
| Siemens Fonds Invest GmbH | 2,142 | $37.8 萬 | 0.03% | +153+7.7% | 加碼 |
| Rathbone Brothers plc | 2,160 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 2,165 | $38.2 萬 | 0.00% | −269−11.1% | 減碼 |
| Meridian Wealth Management, LLC | 2,170 | $38.3 萬 | 0.02% | −9−0.4% | 減碼 |
| Kuhn & Co Investment Counsel | 2,175 | $38.3 萬 | 0.32% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,197 | $38.7 萬 | 0.03% | +791+56.3% | 加碼 |
| Regatta Capital Group, LLC | 2,206 | $38.9 萬 | 0.08% | +40+1.8% | 加碼 |
| IVC Wealth Advisors LLC | 2,215 | $39.1 萬 | 0.21% | −54−2.4% | 減碼 |
| Snowden Capital Advisors LLC | 2,244 | $39.6 萬 | 0.01% | −65−2.8% | 減碼 |
| Alps Advisors Inc | 2,251 | $39.7 萬 | 0.00% | −880−28.1% | 減碼 |
| Signaturefd, LLC | 2,261 | $39.9 萬 | 0.01% | −633−21.9% | 減碼 |
| Busey Wealth Management | 2,282 | $40.2 萬 | 0.01% | 00.0% | 不變 |
| Pitcairn Co | 2,291 | $40.4 萬 | 0.02% | −241−9.5% | 減碼 |
| Profund Advisors LLC | 2,291 | $40.4 萬 | 0.02% | −136−5.6% | 減碼 |
| Davenport & Co LLC | 2,296 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| ProVise Management Group, LLC | 2,300 | $40.5 萬 | 0.03% | −24−1.0% | 減碼 |
| Fulton Bank, N.A. | 2,317 | $40.8 萬 | 0.02% | −288−11.1% | 減碼 |
| Baldwin Investment Management, LLC | 2,353 | $41.5 萬 | 0.05% | −512−17.9% | 減碼 |
| Summit Trail Advisors, LLC | 2,369 | $41.8 萬 | 0.01% | +514+27.7% | 加碼 |
| LMR Partners LLP | 2,369 | $41.8 萬 | 0.01% | +2,369 | 新進 |
| MSH Capital Advisors LLC | 2,371 | $41.8 萬 | 0.13% | +246+11.6% | 加碼 |
| LGT Group Foundation | 2,390 | $42.1 萬 | 0.01% | −22,025−90.2% | 減碼 |
| Teza Capital Management LLC | 2,391 | $42.2 萬 | 0.19% | −2,300−49.0% | 減碼 |
| 1832 Asset Management L.P. | 2,391 | $42.2 萬 | 0.00% | −606−20.2% | 減碼 |
| Holderness Investments Co | 2,391 | $42.2 萬 | 0.10% | 00.0% | 不變 |
| NBT Bank N A | 2,392 | $42.2 萬 | 0.03% | −1,896−44.2% | 減碼 |
| Horizon Investments, LLC | 2,402 | $42.3 萬 | 0.01% | +33+1.4% | 加碼 |
| Great Lakes Advisors, LLC | 2,404 | $42.4 萬 | 0.00% | −158−6.2% | 減碼 |
| Hudson Bay Capital Management LP | 2,440 | $43.0 萬 | 0.00% | +2,440 | 新進 |
| CSS LLC | 2,450 | $43.2 萬 | 0.03% | +2,450 | 新進 |
| Oregon Pacific Wealth Management, LLC | 2,457 | $43.3 萬 | 0.43% | +64+2.7% | 加碼 |
| United Capital Financial Advisers, LLC | 2,460 | $43.4 萬 | 0.00% | −326−11.7% | 減碼 |
| Jasper Ridge Partners, L.P. | 2,463 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 2,468 | $43.5 萬 | 0.02% | −320−11.5% | 減碼 |
| Algert Global LLC | 2,510 | $44.3 萬 | 0.01% | +2,510 | 新進 |
| Aristeia Capital LLC | 2,518 | $44.4 萬 | 0.01% | +2,518 | 新進 |
| Quadrant Capital Group LLC | 2,552 | $45.0 萬 | 0.02% | +1,624+175.0% | 加碼 |
| Abound Financial, LLC | 2,554 | $45.0 萬 | 0.23% | −51−2.0% | 減碼 |
| Meriwether Wealth & Planning, LLC | 2,572 | $45.3 萬 | 0.30% | +4+0.2% | 加碼 |
| Inspire Advisors, LLC | 2,601 | $45.9 萬 | 0.05% | +17+0.7% | 加碼 |
| Wall Street Access Asset Management, LLC | 2,622 | $46.2 萬 | 0.18% | −3−0.1% | 減碼 |
| Mutual Advisors, LLC | 3,126 | $47.0 萬 | 0.01% | +1,437+85.1% | 加碼 |
| ISAM Funds (UK) Ltd | 2,712 | $47.8 萬 | 0.24% | +2,712 | 新進 |
| SCS Capital Management LLC | 2,720 | $48.0 萬 | 0.01% | +2,720 | 新進 |
| Harbor Capital Advisors, Inc. | 2,732 | $48.2 萬 | 0.02% | +2,732 | 新進 |
| XTX Topco Ltd | 2,775 | $48.9 萬 | 0.03% | +2,775 | 新進 |
| Citizens Financial Group Inc | 2,785 | $49.1 萬 | 0.01% | −35−1.2% | 減碼 |
| Brookstone Capital Management | 2,804 | $49.4 萬 | 0.01% | +151+5.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,813 | $49.6 萬 | 0.01% | +545+24.0% | 加碼 |
| Flputnam Investment Management Co | 2,816 | $49.7 萬 | 0.01% | −197−6.5% | 減碼 |
| Greenleaf Trust | 2,819 | $49.7 萬 | 0.00% | −354−11.2% | 減碼 |
| Sterling Investment Counsel, LLC | 2,837 | $50.0 萬 | 0.17% | +2,837 | 新進 |
| Simplex Trading, LLC | 2,847 | $50.1 萬 | 0.02% | +2,847 | 新進 |
| Inceptionr LLC | 2,914 | $51.4 萬 | 0.15% | +304+11.6% | 加碼 |
| Perigon Wealth Management, LLC | 2,921 | $51.5 萬 | 0.01% | −86−2.9% | 減碼 |
| Everence Capital Management Inc | 2,920 | $51.5 萬 | 0.04% | 00.0% | 不變 |
| AlTi Global, Inc. | 2,935 | $51.7 萬 | 0.01% | +1,149+64.3% | 加碼 |
| MUFG Securities Americas Inc. | 2,961 | $52.2 萬 | 0.06% | +415+16.3% | 加碼 |
| We Are One Seven, LLC | 2,969 | $52.3 萬 | 0.02% | +26+0.9% | 加碼 |
| S&CO Inc | 3,000 | $52.8 萬 | 0.04% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 3,028 | $53.4 萬 | 0.29% | −661−17.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,033 | $53.5 萬 | 0.00% | +513+20.4% | 加碼 |
| Petrus Trust Company, LTA | 3,071 | $54.1 萬 | 0.05% | +1,848+151.1% | 加碼 |
| Liberty One Investment Management, LLC | 3,085 | $54.4 萬 | 0.06% | −58−1.8% | 減碼 |
| GeoWealth Management, LLC | 3,090 | $54.5 萬 | 0.02% | +178+6.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 3,099 | $54.6 萬 | 0.04% | −3,519−53.2% | 減碼 |
| Client 1st Advisory Group, LLC | 3,122 | $55.0 萬 | 0.21% | 00.0% | 不變 |
| Beacon Financial Group | 3,124 | $55.1 萬 | 0.06% | −480−13.3% | 減碼 |
| Advisory Alpha, LLC | 3,127 | $55.1 萬 | 0.02% | −62−1.9% | 減碼 |
| Warren Averett Asset Management, LLC | 3,180 | $56.1 萬 | 0.01% | −4−0.1% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,208 | $56.6 萬 | 0.31% | −162−4.8% | 減碼 |
| Blueshift Asset Management, LLC | 3,217 | $56.7 萬 | 0.22% | +1,601+99.1% | 加碼 |
| Global Trust Asset Management, LLC | 3,228 | $56.9 萬 | 0.35% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 4,042 | $57.1 萬 | 0.38% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,269 | $57.6 萬 | 0.11% | +1,475+82.2% | 加碼 |
| Coldstream Capital Management Inc | 3,272 | $57.7 萬 | 0.01% | −384−10.5% | 減碼 |
| Versor Investments LP | 3,296 | $58.1 萬 | 0.09% | −9,008−73.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 3,315 | $58.4 萬 | 0.02% | −940−22.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,347 | $59.0 萬 | 0.16% | +3,347 | 新進 |
| National Asset Management, Inc. | 3,387 | $59.7 萬 | 0.02% | +1,003+42.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,423 | $60.3 萬 | 0.02% | −7,284−68.0% | 減碼 |