IFP Advisors, Inc reports 33.87% decrease in ownership of BZ9 / Booz Allen Hamilton Holding Corporation

Booz Allen Hamilton Holding Corporation

DE ˙ DB ˙ US0995021062

66,16 € ↓ -1,60 (-2,36%)

2026-06-04
DEL PRIS

Security	DE:BZ9 / Booz Allen Hamilton Holding Corporation
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	1,103 shares
Latest Disclosed Value	$ 86,067

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,103 shares of Booz Allen Hamilton Holding Corporation (DE:BZ9) valued at $75,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,668 shares of Booz Allen Hamilton Holding Corporation. This represents a change in shares of -33.87% during the quarter. The current value of the position is $72,974 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,103	-565	-33.87	86	-38.57	0.0018
2026-02-06	2025-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,668	-101	-5.71	141	-20.45	0.0032
2026-02-06	2025-09-30	13F/A-1	BOOZ ALLEN HAMILTON HLDG CORCL	cs	099502106	1,769	727	69.77	177	62.96	0.0046
2025-12-02	2025-09-30	13F	BOOZ ALLEN HAMILTON HLDG CORCL	cs	099502106	1,770	728		177		0.0046
2025-07-24	2025-06-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,042	149	16.69	109	16.13	0.0031
2025-05-05	2025-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	893	-900	-50.20	93	-59.57	0.0029
2025-02-04	2024-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,793	-4,352	-70.82	231	-77.00	0.0076
2025-02-04	2024-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	6,145	-3,182	-34.12	1,000	-30.31	0.0361
2024-07-30	2024-06-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	9,327	4,186	81.42	1,435	88.07	0.0570
2024-07-30	2024-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	5,141	2,417	88.73	763	119.25	0.0335
2024-01-09	2023-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	2,724	1,842	208.84	348	262.50	0.0164
2023-10-12	2023-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	882	-223	-20.18	96	-21.95	0.0043
2023-08-14	2023-06-30	13F/A-1	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,105	251	29.39	123	223.68	0.0052
2023-08-04	2023-06-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,105	251		50		0.0023
2023-04-18	2023-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	854	-1,311	-60.55	38		0.0017
2023-02-07	2022-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	2,165	1,151	113.51	0	-100.00	0.0033
2022-11-08	2022-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	1,014	261	34.66	58	28.89	0.0015
2022-09-06	2022-06-30	13F/A-1	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	753	0	0.00	45	0.00	0.0014
2022-09-06	2022-03-31	13F/A-1	BOOZ ALLEN HAMILTON HLDG COR	cs	099502106	753	717	1,991.67	45	1,400.00	0.0014
2022-08-08	2022-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	48	12		3		0.0001
2022-01-12	2021-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	36	0	0.00	3	0.00	0.0001
2021-10-06	2021-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	36	0	0.00	3	0.00	0.0001
2021-07-13	2021-06-30	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	36	0	0.00	3	0.00	0.0001
2021-04-30	2021-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	36	-257	-87.71	3	-88.00	0.0001
2021-01-25	2020-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	293	-998	-77.30	25	-76.64	0.0010
2020-10-29	2020-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	1,291	61	4.96	107	13.83	0.0064
2020-08-05	2020-06-30	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	1,230	-7,795	-86.37	94	-84.54	0.0074
2020-05-12	2020-03-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	9,025	8,448	1,464.12	608	1,382.93	0.0614
2020-01-17	2019-12-31	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	577	55	10.54	41	10.81	0.0031
2019-11-07	2019-09-30	13F	BOOZ ALLEN HAMILTON HLDG COR CL A	Stock	099502106	522	522		37		0.0025
2019-05-15	2019-03-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	0	-582	-100.00	0	-100.00
2019-06-03	2018-12-31	13F/A-10	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	582	-255	-30.47	26	-38.10	0.0016
2019-01-23	2018-12-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	582	-255		26		0.0016
2019-06-03	2018-09-30	13F/A-9	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	837	35	4.36	42	20.00	0.0017
2018-10-25	2018-09-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	837	35		42		0.0017
2019-06-03	2018-06-30	13F/A-8	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	802	766	2,127.78	35	3,400.00	0.0015
2018-08-07	2018-06-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	802	-100		35
2019-06-03	2018-03-31	13F/A-7	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	36	0	0.00	1	0.00	0.0000
2018-05-09	2018-03-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	902	866		35
2019-06-03	2017-12-31	13F/A-6	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	36	-475	-92.95	1	-94.74	0.0000
2018-01-24	2017-12-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	36	-475		1
2017-10-30	2017-09-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	511	-100	-16.37	19	-5.00	0.0008
2019-06-03	2017-06-30	13F/A-5	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	611	82	15.50	20	5.26	0.0008
2017-07-31	2017-06-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	611	82		20
2019-06-03	2017-03-31	13F/A-4	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	529	450	569.62	19	533.33	0.0008
2017-04-26	2017-03-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	529	450		19
2019-06-03	2016-12-31	13F/A-3	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	79	-17	-17.71	3	0.00	0.0001
2017-02-14	2016-12-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	79	-17		3
2016-11-04	2016-09-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	96	0	0.00	3	0.00	0.0002
2019-06-03	2016-06-30	13F/A-2	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	96	0	0.00	3	0.00	0.0002
2016-08-22	2016-06-30	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	96	0		3
2016-05-02	2016-03-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	96	5	5.49	3	0.00	0.0002
2016-02-11	2015-12-31	13F	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	91	91		3		0.0002

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.