Запись по ценной бумаге · архивный квартал
IQV
IQVIA Holdings Inc. · Healthcare · Medical - Diagnostics & Research
159Отслеживаемые держатели
-11Δ держателей
122.65MАкций в держании
$21.04BОтчётная стоимость
+3Новые позиции
−15Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -6.5% ·
поток акций -0.5% ·
новые чистые позиции -7.5%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 393.01K | $104.01M | n/a | −2 |
| Q2 2026 | 164 | +9 | 122.10M | $23.56B | +12 | −4 |
| Q1 2026 | 159 | -11 | 122.65M | $21.04B | +3 | −15 |
| Q4 2025 | 169 | +1 | 132.77M | $29.93B | +3 | −1 |
| Q3 2025 | 26 | -1 | 77.42M | $14.69B | +1 | −3 |
| Q2 2025 | 25 | +2 | 68.72M | $10.83B | +2 | n/a |
| Q1 2025 | 20 | -1 | 30.89M | $5.44B | n/a | −1 |
| Q4 2024 | 21 | +1 | 31.11M | $6.11B | +1 | n/a |
| Q3 2024 | 19 | -1 | 19.49M | $4.61B | +1 | −2 |
| Q2 2024 | 20 | n/a | 21.58M | $4.56B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 15.03M | +6.1% | $2.56B | 0.0% | ▲ Add | 4 | SEC ↗ ×21 |
| 2 | Harris Associates (Oakmark) ✦ | 12.18M | +7.6% | $2.08B | 2.8% | ▲ Add | 8 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 11.03M | n/a | $1.88B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 7.48M | +0.4% | $1.28B | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 5.41M | +42.3% | $898.54M | 0.1% | ▲ Add | 3 | SEC ↗ ×18 |
| 6 | Artisan Partners Limited Partnership | 5.06M | +50.0% | $862.74M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 4.46M | +2.0% | $758.17M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Boston Partners | 4.24M | +3.7% | $723.31M | 0.8% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Alliancebernstein L.P. | 2.88M | -12.9% | $648.93M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Invesco Ltd. | 3.26M | +31.5% | $556.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×20 |
| 11 | Morgan Stanley ✦ | 2.61M | +1.2% | $445.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 12 | Canada Pension Plan Investment Board | 2.00M | +17.4% | $340.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Lazard Asset Management Llc | 1.86M | -2.0% | $317.01M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Fidelity (FMR) ✦ | 1.85M | -46.8% | $315.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 15 | Northern Trust Corp | 1.73M | -0.2% | $295.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 16 | Dimensional Fund Advisors Lp | 1.66M | +4.2% | $282.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Ameriprise Financial Inc | 1.62M | +230.0% | $277.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | UBS AM, a distinct business unit of… | 1.50M | +18.2% | $255.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 19 | Charles Schwab Investment… | 1.41M | +2.5% | $240.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | CIBC Bancorp USA Inc. | 1.31M | n/a | $223.68M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 21 | Bank Of America Corp /De/ | 1.30M | -6.9% | $221.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 22 | Victory Capital Management Inc | 1.30M | -22.6% | $221.07M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | AQR Capital Management ✦ | 1.24M | -42.0% | $209.43M | 0.1% | ▼ Trim | 8 | SEC ↗ ×10 |
| 24 | Sumitomo Mitsui Trust Group, Inc. | 1.23M | +8.3% | $209.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 1.20M | +1.8% | $204.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Goldman Sachs Group ✦ | 1.18M | -26.1% | $200.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Legal & General Group Plc | 1.08M | +0.5% | $184.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Arrowstreet Capital ✦ | 992.19K | +3.1% | $169.21M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 29 | American Century Companies Inc | 961.43K | -3.5% | $163.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 951.48K | -3.2% | $162.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 31 | Amundi | 869.00K | -19.2% | $148.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | Deutsche Bank Ag\ | 852.67K | +23.4% | $145.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 33 | UBS Group AG | 770.87K | -5.3% | $131.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 34 | 1832 Asset Management L.P. | 757.43K | -1.7% | $129.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | FIL Ltd | 745.63K | -29.9% | $127.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 741.90K | +6.5% | $126.52M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 37 | Pacer Advisors, Inc. | 729.04K | +5108.6% | $124.33M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 38 | Nordea Investment Management Ab | 705.55K | -1.1% | $118.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Manufacturers Life Insurance… | 640.70K | +22.4% | $109.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Capital World Investors ✦ | 599.62K | +0.8% | $102.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 589.63K | -0.4% | $100.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Franklin Resources Inc | 504.24K | -0.2% | $85.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 43 | Swiss National Bank | 499.78K | +7.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Nuveen, LLC | 494.49K | -3.6% | $84.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Royal Bank Of Canada | 401.43K | -22.3% | $68.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 46 | Bnp Paribas Financial Markets | 392.89K | -21.4% | $67.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 390.04K | -28.8% | $66.52M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 48 | Wells Fargo & Company/Mn | 388.26K | +8.9% | $66.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | Mitsubishi UFJ Asset Management… | 383.06K | +8.5% | $65.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 368.67K | -31.8% | $62.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 51 | National Pension Service | 352.56K | +28.2% | $60.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 346.19K | +33.2% | $59.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 344.93K | -49.0% | $58.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 54 | California Public Employees… | 337.19K | +2.0% | $57.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 324.10K | +2.1% | $55.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 300.06K | +11.6% | $51.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Allianz Asset Management GmbH | 293.53K | -9.0% | $50.06M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 58 | Barclays Plc | 288.56K | +10.2% | $49.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | Millennium Management ✦ | 268.19K | -63.6% | $45.74M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 60 | California State Teachers… | 261.43K | -2.9% | $44.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | CIBC Asset Management Inc | 258.54K | +11.1% | $44.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Quantinno Capital Management LP | 233.97K | +127.2% | $39.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Assenagon Asset Management S.A. | 231.19K | +3.3% | $39.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 64 | Massachusetts Financial Services Co… | 223.57K | -1.4% | $38.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 65 | Two Sigma Investments ✦ | 219.98K | +152.8% | $37.52M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 66 | Aberdeen Group plc | 216.77K | +12.5% | $36.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 67 | Bank Of Montreal /Can/ | 201.59K | -6.2% | $34.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 68 | Principal Financial Group Inc | 196.20K | +3.6% | $33.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Russell Investments Group, Ltd. | 187.08K | +77.3% | $31.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 70 | Assetmark, Inc | 183.48K | +6.3% | $31.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 180.88K | -12.6% | $30.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Robeco Institutional Asset… | 177.00K | -2.4% | $30.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Korea Investment CORP | 172.13K | +26.1% | $29.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Stifel Financial Corp | 154.59K | +6.3% | $26.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 75 | Truist Financial Corp | 150.63K | -1.2% | $25.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Nomura Asset Management… | 149.59K | -66.6% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 77 | Aviva Plc | 149.05K | +2.7% | $25.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | State Board Of Administration Of… | 146.93K | 0.0% | $25.06M | 0.0% | Held | 2 | SEC ↗ |
| 79 | Cerity Partners LLC | 144.06K | -19.8% | $24.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | LPL Financial LLC | 142.35K | +5.1% | $24.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Mml Investors Services, Llc | 134.53K | -17.1% | $22.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 134.40K | +169.3% | $22.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Sei Investments Co | 130.46K | +7.3% | $22.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Zurcher Kantonalbank (Zurich… | 121.28K | -5.0% | $20.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cetera Investment Advisers | 119.95K | +6.7% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 112.69K | -4.3% | $19.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Gotham Asset Management ✦ | 111.42K | +72.3% | $19.00M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 88 | National Bank Of Canada /Fi/ | 110.28K | +42.4% | $18.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 89 | Td Asset Management Inc | 107.56K | +8.1% | $18.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 90 | Focus Partners Wealth | 95.61K | +9.1% | $16.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | New York State Common Retirement… | 94.88K | -2.3% | $16.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Pictet Asset Management Holding SA | 94.58K | -0.6% | $16.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Swedbank AB | 91.53K | +0.2% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | State Of Wisconsin Investment Board | 91.19K | +2.9% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Prudential Financial Inc | 88.83K | -6.7% | $15.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 96 | Chevy Chase Trust Holdings, LLC | 86.64K | -3.4% | $14.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Squarepoint Ops LLC | 80.30K | +1210.6% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Fifth Third Bancorp | 78.75K | +248.4% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Royal London Asset Management Ltd | 78.48K | 0.0% | $13.38M | 0.0% | Held | 2 | SEC ↗ |
| 100 | Danske Bank A/S | 76.07K | -7.7% | $12.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Norges Bank | $497.45M | составлял 0.1% |
| Capital Research Global… | $196.72M | составлял 0.0% |
| Alyeska Investment Group, L.P. | $187.83M | составлял 0.5% |
| Viking Global Investors | $139.58M | составлял 0.4% |
| Appaloosa | $63.11M | составлял 0.9% |
| Glenview Capital | $45.02M | составлял 1.0% |
| Parnassus Investments, Llc | $41.47M | составлял 0.1% |
| Hrt Financial Lp | $29.91M | составлял 0.1% |
| IMC-Chicago, LLC | $12.68M | составлял 0.2% |
| Tudor Investment Corp Et Al | $9.45M | составлял 0.1% |
| Qube Research & Technologies… | $4.95M | составлял 0.0% |
| D. E. Shaw & Co. | $1.25M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,061 держатели, 150.48M акции, $24.99B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 02
Berkshire James G.
Officer · 2.67K акц. · $697,228
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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