IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership825 shares
Latest Disclosed Value $ 140,695
Ancora Advisors, LLC reports 41.51% increase in ownership of IQV / IQVIA Holdings Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 825 shares of IQVIA Holdings Inc. (MX:IQV) valued at $140,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 583 shares of IQVIA Holdings Inc.. This represents a change in shares of 41.51% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F IQVIA HOLDINGS COM 46266C105 825 242 41.51 141 6.87 0.0018
2026-02-17 2025-12-31 13F IQVIA HOLDINGS COM 46266C105 583 62 11.90 131 33.67 0.0027
2025-11-14 2025-09-30 13F IQVIA HOLDINGS COM 46266C105 521 79 17.87 99 42.03 0.0020
2025-08-14 2025-06-30 13F IQVIA HOLDINGS COM 46266C105 442 -725 -62.13 70 -66.34 0.0014
2025-05-15 2025-03-31 13F IQVIA HOLDINGS COM 46266C105 1,167 -34 -2.83 206 -13.14 0.0046
2025-02-14 2024-12-31 13F IQVIA HOLDINGS COM 46266C105 1,201 33 2.83 236 -14.49 0.0053
2024-11-14 2024-09-30 13F IQVIA HOLDINGS COM 46266C105 1,168 61 5.51 277 17.95 0.0063
2024-08-14 2024-06-30 13F IQVIA HOLDINGS COM 46266C105 1,107 -74 -6.27 234 -21.48 0.0058
2024-05-16 2024-03-31 13F IQVIA HOLDINGS COM 46266C105 1,181 -205 -14.79 299 -6.87 0.0068
2024-02-14 2023-12-31 13F IQVIA HOLDINGS COM 46266C105 1,386 49 3.66 321 21.67 0.0075
2023-11-14 2023-09-30 13F IQVIA HOLDINGS COM 46266C105 1,337 535 66.71 263 46.11 0.0070
2023-08-14 2023-06-30 13F IQVIA HOLDINGS COM 46266C105 802 201 33.44 180 51.26 0.0047
2023-05-16 2023-03-31 13F IQVIA HOLDINGS COM 46266C105 601 11 1.86 120 -1.65 0.0034
2023-02-14 2022-12-31 13F IQVIA HOLDINGS COM 46266C105 590 3 0.51 121 14.15 0.0035
2022-11-14 2022-09-30 13F IQVIA HOLDINGS COM 46266C105 587 -6 -1.01 106 -17.83 0.0033
2022-08-15 2022-06-30 13F IQVIA HOLDINGS COM 46266C105 593 6 1.02 129 -5.15 0.0036
2022-05-16 2022-03-31 13F/A-1 IQVIA HOLDINGS COM 46266C105 587 0 0.00 136 -18.07 0.0033
2022-05-13 2022-03-31 13F IQVIA HOLDINGS COM 46266C105 805 218 155 0.0027
2022-02-14 2021-12-31 13F IQVIA HOLDINGS COM 46266C105 587 -400 -40.53 166 -29.66 0.0039
2021-11-15 2021-09-30 13F IQVIA HOLDINGS COM 46266C105 987 182 22.61 236 21.03 0.0061
2021-11-12 2021-06-30 13F/A-1 IQVIA HOLDINGS COM 46266C105 805 0 0.00 195 25.81 0.0051
2021-08-13 2021-06-30 13F IQVIA HOLDINGS COM 46266C105 805 0 195 0.0051
2021-11-12 2021-03-31 13F/A-1 IQVIA HOLDINGS COM 46266C105 805 0 0.00 155 7.64 0.0043
2021-05-14 2021-03-31 13F IQVIA HOLDINGS COM 46266C105 805 0 155 0.0043
2021-11-12 2020-12-31 13F/A-1 IQVIA HOLDINGS COM 46266C105 805 0 0.00 144 13.39 0.0046
2021-02-12 2020-12-31 13F IQVIA HOLDINGS COM 46266C105 805 0 144 0.0046
2021-11-12 2020-09-30 13F/A-1 IQVIA HOLDINGS COM 46266C105 805 0 0.00 127 11.40 0.0050
2020-11-13 2020-09-30 13F IQVIA HOLDINGS COM 46266C105 805 0 127 0.0050
2021-11-12 2020-06-30 13F/A-1 IQVIA HOLDINGS COM 46266C105 805 -150 -15.71 114 10.68 0.0048
2020-08-14 2020-06-30 13F IQVIA HOLDINGS COM 46266C105 805 -150 114 0.0048
2021-11-12 2020-03-31 13F/A-1 IQVIA HOLDINGS COM 46266C105 955 -275 -22.36 103 -45.79 0.0048
2020-05-14 2020-03-31 13F IQVIA HOLDINGS COM 46266C105 955 -275 103 0.0048
2020-02-14 2019-12-31 13F IQVIA HOLDINGS COM 46266C105 1,230 1,230 190 0.0071
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.