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。
2026 年第 1 季 13F 持有人
IQVIA Holdings Inc. 在 2026/3/31 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
- 1,072
- 較 2025 年第 4 季 −58 家
- 持有股數
- 1.57 億
- 較 2025 年第 4 季 +1,934 萬 (+14.1%)
- 總市值
- $268.6 億
- 較 2025 年第 4 季 −$41.2 億 (−13.3%)
- 新進機構
- 121
- 另有 417 家加碼
- 清倉機構
- 179
- 另有 402 家減碼
另有 15 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 442 | $7.54 萬 | 0.00% | −95−17.7% | 減碼 |
| St Germain D J Co Inc | 451 | $7.69 萬 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 453 | $7.73 萬 | 0.06% | −13−2.8% | 減碼 |
| Abound Financial, LLC | 457 | $7.79 萬 | 0.03% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 462 | $7.88 萬 | 0.00% | 00.0% | 不變 |
| Intentional Wealth Strategies, LLC | 466 | $7.95 萬 | 0.07% | +466 | 新進 |
| Onefund, LLC | 467 | $8.05 萬 | 0.05% | −56−10.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 474 | $8.08 萬 | 0.01% | −21−4.2% | 減碼 |
| Parkside Financial Bank & Trust | 474 | $8.08 萬 | 0.01% | +42+9.7% | 加碼 |
| JFS Wealth Advisors, LLC | 651 | $8.15 萬 | 0.00% | −134−17.1% | 減碼 |
| Larson Financial Group LLC | 522 | $8.90 萬 | 0.00% | +263+101.5% | 加碼 |
| Cromwell Holdings LLC | 576 | $9.82 萬 | 0.06% | 00.0% | 不變 |
| Wellington Grp LLC | 597 | $10.2 萬 | 0.03% | +597 | 新進 |
| Wolff Wiese Magana LLC | 605 | $10.3 萬 | 0.06% | 00.0% | 不變 |
| True Wealth Design, LLC | 626 | $10.7 萬 | 0.03% | −121−16.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 935 | $11.8 萬 | 0.00% | +18+2.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 694 | $11.8 萬 | 0.01% | +193+38.5% | 加碼 |
| Bay Harbor Wealth Management, LLC | 710 | $12.1 萬 | 0.03% | +110+18.3% | 加碼 |
| Oakworth Capital, Inc. | 717 | $12.2 萬 | 0.01% | −107−13.0% | 減碼 |
| Bellevue Group AG | 740 | $12.6 萬 | 0.00% | −40,527−98.2% | 減碼 |
| CVA Family Office, LLC | 747 | $12.7 萬 | 0.01% | +88+13.4% | 加碼 |
| Spire Wealth Management | 766 | $13.1 萬 | 0.00% | −64−7.7% | 減碼 |
| Dara Capital US, Inc. | 785 | $13.4 萬 | 0.13% | +49+6.7% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $13.8 萬 | 0.05% | −130−13.8% | 減碼 |
| Axiom Investment Management LLC | 812 | $13.8 萬 | 0.11% | +812 | 新進 |
| Harbour Investments, Inc. | 819 | $14.0 萬 | 0.00% | +167+25.6% | 加碼 |
| AlphaCentric Advisors LLC | 822 | $14.0 萬 | 0.14% | +45+5.8% | 加碼 |
| Ancora Advisors, LLC | 825 | $14.1 萬 | 0.00% | +242+41.5% | 加碼 |
| Mather Group, LLC. | 829 | $14.1 萬 | 0.00% | +829 | 新進 |
| Cary Street Partners Financial LLC | 859 | $14.6 萬 | 0.00% | +11+1.3% | 加碼 |
| Byrne Asset Management LLC | 891 | $15.2 萬 | 0.09% | −5,044−85.0% | 減碼 |
| MidFirst Bank | 896 | $15.3 萬 | 0.01% | +4+0.4% | 加碼 |
| Anchor Investment Management, LLC | 900 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Bollard Group LLC | 911 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 933 | $15.9 萬 | 0.10% | 00.0% | 不變 |
| Penserra Capital Management LLC | 963 | $16.3 萬 | 0.00% | +30+3.2% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,000 | $17.1 萬 | 0.04% | 00.0% | 不變 |
| LRI Investments, LLC | 24,262 | $17.2 萬 | 0.02% | +451+1.9% | 加碼 |
| Heritage Wealth Advisors | 1,009 | $17.2 萬 | 0.01% | −9,430−90.3% | 減碼 |
| S-Bank Fund Management Ltd | 1,009 | $17.2 萬 | 0.03% | −38−3.6% | 減碼 |
| Westpac Banking Corp | 1,031 | $17.6 萬 | 0.01% | −259−20.1% | 減碼 |
| Trust Point Inc. | 1,176 | $20.1 萬 | 0.02% | −121−9.3% | 減碼 |
| Miracle Mile Advisors, LLC | 1,177 | $20.1 萬 | 0.00% | −65−5.2% | 減碼 |
| Wedbush Securities Inc | 1,180 | $20.1 萬 | 0.01% | +216+22.4% | 加碼 |
| One Wealth Advisors, LLC | 1,180 | $20.1 萬 | 0.03% | +95+8.8% | 加碼 |
| Gateway Investment Advisers LLC | 1,189 | $20.3 萬 | 0.00% | −34,978−96.7% | 減碼 |
| Massmutual Trust Co FSB | 1,195 | $20.4 萬 | 0.01% | −79−6.2% | 減碼 |
| Erste Asset Management GmbH | 1,228 | $20.4 萬 | 0.00% | −64,514−98.1% | 減碼 |
| Salem Investment Counselors Inc | 1,209 | $20.6 萬 | 0.01% | −300−19.9% | 減碼 |
| Aspire Growth Partners LLC | 1,211 | $20.7 萬 | 0.14% | −28−2.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,220 | $20.8 萬 | 0.03% | −281−18.7% | 減碼 |
| Independence Bank of Kentucky | 1,225 | $20.9 萬 | 0.03% | +21+1.7% | 加碼 |
| Bridgefront Capital, LLC | 1,225 | $20.9 萬 | 0.05% | +1,225 | 新進 |
| ISAM Funds (UK) Ltd | 1,228 | $20.9 萬 | 0.10% | −2,493−67.0% | 減碼 |
| Coerente Capital Management | 1,228 | $20.9 萬 | 0.04% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 1,230 | $21.0 萬 | 0.01% | +21+1.7% | 加碼 |
| Ethos Financial Group, LLC | 1,234 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 1,235 | $21.1 萬 | 0.04% | +1+0.1% | 加碼 |
| Apella Capital, LLC | 1,196 | $21.1 萬 | 0.00% | +58+5.1% | 加碼 |
| Meriwether Wealth & Planning, LLC | 1,239 | $21.1 萬 | 0.12% | +1,239 | 新進 |
| TRB Wealth Management, LLC | 1,241 | $21.2 萬 | 0.03% | +1,241 | 新進 |
| Camden National Bank | 1,244 | $21.2 萬 | 0.03% | +122+10.9% | 加碼 |
| Huntington National Bank | 1,250 | $21.3 萬 | 0.00% | +7+0.6% | 加碼 |
| RWC Asset Management LLP | 1,266 | $21.6 萬 | 0.01% | +30+2.4% | 加碼 |
| Nova R Wealth, Inc. | 1,278 | $21.8 萬 | 0.07% | +55+4.5% | 加碼 |
| Impact Partnership Wealth, LLC | 1,295 | $22.1 萬 | 0.03% | −304−19.0% | 減碼 |
| FDx Advisors, Inc. | 1,293 | $22.1 萬 | 0.07% | +1,293 | 新進 |
| First Citizens Bank & Trust Co | 1,296 | $22.1 萬 | 0.00% | −107−7.6% | 減碼 |
| NBT Bank N A | 1,296 | $22.1 萬 | 0.01% | +5+0.4% | 加碼 |
| Arq Wealth Advisors, LLC | 1,311 | $22.4 萬 | 0.04% | +1,311 | 新進 |
| Angeles Wealth Management, LLC | 1,313 | $22.4 萬 | 0.01% | +87+7.1% | 加碼 |
| Klingenstein Fields & Co LP | 1,321 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 1,324 | $22.6 萬 | 0.03% | −360−21.4% | 減碼 |
| Florida Financial Advisors, LLC | 1,333 | $22.7 萬 | 0.05% | −80−5.7% | 減碼 |
| Cidel Asset Management Inc | 1,345 | $22.9 萬 | 0.01% | +293+27.9% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,346 | $23.0 萬 | 0.07% | −348−20.5% | 減碼 |
| LGT Group Foundation | 1,359 | $23.2 萬 | 0.00% | +2+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 1,369 | $23.3 萬 | 0.00% | −877−39.0% | 減碼 |
| Center for Financial Planning, Inc. | 1,374 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 1,374 | $23.4 萬 | 0.12% | +149+12.2% | 加碼 |
| Sym Financial Corp | 1,377 | $23.5 萬 | 0.02% | −275−16.6% | 減碼 |
| AlphaCore Capital LLC | 1,380 | $23.5 萬 | 0.01% | −66−4.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,393 | $23.8 萬 | 0.02% | −66−4.5% | 減碼 |
| Platform Technology Partners | 1,400 | $23.9 萬 | 0.05% | +352+33.6% | 加碼 |
| Central Trust Co | 1,400 | $23.9 萬 | 0.00% | −6−0.4% | 減碼 |
| Globeflex Capital L P | 1,405 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Smithfield Trust Co | 1,413 | $24.1 萬 | 0.01% | +78+5.8% | 加碼 |
| Atomi Financial Group, Inc. | 1,418 | $24.2 萬 | 0.01% | +34+2.5% | 加碼 |
| Castlefield Investment Partners LLP | 1,418 | $24.2 萬 | 0.18% | +666+88.6% | 加碼 |
| First Long Island Investors, LLC | 1,422 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 1,431 | $24.4 萬 | 0.00% | +593+70.8% | 加碼 |
| Allworth Financial LP | 1,438 | $24.5 萬 | 0.00% | −882−38.0% | 減碼 |
| EP Wealth Advisors, LLC | 1,441 | $24.6 萬 | 0.00% | +343+31.2% | 加碼 |
| Twinbeech Capital LP | 1,450 | $24.7 萬 | 0.03% | +1,450 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 1,451 | $24.8 萬 | 0.00% | +891+159.1% | 加碼 |
| Baker Avenue Asset Management, LP | 1,453 | $24.8 萬 | 0.01% | +509+53.9% | 加碼 |
| Phillips Wealth Planners LLC | 1,430 | $24.8 萬 | 0.19% | −162−10.2% | 減碼 |
| Savant Capital, LLC | 1,458 | $24.9 萬 | 0.00% | +1,458 | 新進 |
| National Asset Management, Inc. | 1,496 | $24.9 萬 | 0.02% | −11−0.7% | 減碼 |